Gramercy Institute Presents

A Six Webinar Summer Series

Summer 2020: Best Practices in Financial Marketing

Gramercy Institute is pleased to announce a webinar summer series taking place during the summer of 2020 for the financial services marketing industry, at large.  We will cover a lot of ground and we will tap the wisdom of the very top thinkers and experts in the world in financial services marketing.

All Six Webinars Are Available Free to Gramercy Institute Members

(Member Financial Firms, Partner Members, Who’s Who Members, Short List Agencies & Annual Sponsors)

Not A Member?

Sign-Up Right Now

for as little $195 a year.

Webinar 1
Key Elements of Financial Brand Excellence

Thursday, July 2, 2020 @ 11:30 AM-12:30 PM EDT

This discussion unpacks what ingredients makes a great, durable financial brand.

  • Claire Blackwell, Director of Marketing, St. James's Place Wealth Marketing

  • Isabella Conenna, Sr. VP, Brand Management & Exec. Creative Dir, Bessemer Trust

  • Wendy Marcone, SVP, GBAM Marketing, Bank of America

  • Anthony Vitalone, Head, Global Digital Marketing & Client Experience, VanEck

Webinar 2
Financial Marketing 2020: Connecting Through Content

REGISTER

Thursday, July 9, 2020 @ 11:30 AM-12:30 PM EDT

This panel drills down to explain best practices in this critically important field of financial content marketing.

  • Andrew Ceccon, CMO, AXS Investments

  • Bonnie DiJoseph, Sr. Manager, Head of Retail Content Strategy, Vanguard

  • Kim Hanson, Head of Thought Leadership Content, BMO

  • Rachel Tuffney, EVP, Dianomi USA

Webinar 3
Financial Media: Owned, Earned & Purchased

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Thursday, July 16, 2020 @ 11:30 AM-12:30 PM EDT

This panel breaks apart the pros & cons of these three media types in financial marketing.

  • Tammy Cash, EVP, Head of Marketing, Horizons ETF's

  • Matthew Hickerson, Dir, Global Media Relations & Executive Comm., CFA Institute 

  • Erin Meijer, AVP, Thought Leadership and Content Strategy, Guardian Life

  • Tokes Ojo-Ade, Paid Media, Marketing, US Intermediaries, T. Rowe Price

  • Debra Probst, VP, Head of International Channel Marketing, PGIM Investments

Webinar 4
Inspiring Action: Internal Marketing in Financial

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Thursday, July 23, 2020 @ 11:30 AM-12:30 PM EDT

This group discusses benefits, examples & tips on effective marketing from the inside-out

  • Monica Elvira, Vice President, NE Retirement Advisor Consultant, PIMCO

  • Carmela DiMeo, Managing Dir, Global Head of MKTG & Communications, Pinebridge Investments

  • Joe Sancio, Marketing Manager, Yieldstreet 

  • Joe Ziemer, VP, Communications, Betterment

Webinar 5
Partnership Strategies in Financial Marketing

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Thursday, July 30, 2020 @ 11:30 AM-12:30 PM EDT

Partnership is a strategy–this panel explores best practices in marketing partner management

  • David Blackburn, Head, Digital Marketing, DTCC

  • Joseph DeRoss, Executive Director, Head of Field Marketing, Morgan Stanley

  • Jason Farago, Head, Insurance Asset Mgmnt Mktg & Comms, Head, Latin Am. Mktg, DWS Group

  • Andy O’Rourke, Chief Marketing Officer, Direxion Funds

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

Webinar 6
Goal-Setting, Measurement & Success in
Financial Marketing

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Thursday, August 6, 2020 @ 11:30 AM-12:30 PM EDT

This drills down to discuss how success really happens in financial marketing

  • Gail Gross, Director, Head of Private Wealth Management Mktg, Bank of America

  • Melinda Kuleszka, Mktg & Comm Lead, Digital Workplace, Fidelity Investments

  • David Master, Chief Marketing Officer, Janus Henderson Investors

  • Gloria Nelson, VP, Mktg Strategy & Communications, Janney Montgomery Scott

  • Andy O’Rourke, Chief Marketing Officer, Direxion Funds

All Six Webinars Are Available Free to Gramercy Institute Members

(Member Financial Firms, Partner Members, Who’s Who Members, Short List Agencies & Annual Sponsors)

Not A Member?

Sign-Up Right Now

for as little $195 a year.

MORE INFORMATION

Please email us for more

information on this webinar series.