13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
GRAMERCY FINANCIAL MARKETERS’
FORUM & AWARDS: BOSTON
2025 Excellence in Asset Management Marketing
Gramercy Institute is pleased to announce this live event. This important gathering takes place at The Harvard Club of Boston on Wednesday,
December 11, 2024 (8:00 AM - 12:45 PM) and our focus topic is:
2025 Excellence in Asset Management Marketing.
At this Forum, Gramercy Institute will Present This Years Winners of The 10th Annual Gramercy Institute Asset Management Marketing Awards to leading financial brands, agencies and partner teams
In connection with our financial content marketing forum, Gramercy Institute will also award those financial brands and agencies who are “doing it right” as we honor and award the winners of the Gramercy Institute's Asset Management Marketing Marketing Awards.
PANELISTS
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Leslie Checkman, Vice President, Director, Client Marketing, MFS Investment Management
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Jill Deardorff, President & Chief Executive Officer, Deardorff
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David Fajardo, SVP, Creative & Content Director, Direxion
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Sophie Klein, Business Director, Teamspirit US
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David Lufkin, Senior Financial Writer, Federated Hermes
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Lauren Mack, Vice President, ETF Marketing, Morgan Stanley
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Mark McKenna, Head of Global Marketing, Putnam Investments
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Andy O’Rourke, Chief Marketing Officer, Direxion
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Katie Pierce, Head, Investments Marketing, John Hancock Investment Management
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Dominica Ribeiro, Chief Marketing & Distribution Officer, Breckinridge Capital Advisors
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Chris Rohan, Allspring Global Investments
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Shannon Rossetti, Head of Marketing—Americas, BNP Paribas Asset Management
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Susannah Wardly, SVP, Investment Marketing, Natixis
PRESENATIONS
Trends & Direction in Financial Content Marketing & Media
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Kimberly Boone, Managing Director-Americas, Ptarmigan Media
How Data Can Transform The Relationship Between
Investors/Customers & Companies
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Andy Corn, Chief Strategy Officer, E5A Integrated Marketing
AI & Content Creation in Financial Marketing
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Jim Poulter, Head, New Business, Fiducial Communications
Who Knew? What Advisors (Really) Want from Asset Management Marketers
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Bob Verrico, Founder & Executive Chairman, InvestingChannel
SIGN-UP TO JOIN US
Event Date
Wednesday, December 11, 2024
(8:00AM-12:45PM)
includes breakfast, breaks &
moderated program.
Location
The Harvard Club of Boston
374 Commonwealth Avenue,
Boston, MA 02215
For questions please contact Bill Wreaks
