AGENDA ​

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8:00 BREAKFAST IS SERVED 

 

8:30 OPENING REMARKS: 2025-Trends & Directions in Financial Marketing

• Bill Wreaks, Chief Analyst, Gramercy Institute

 

8:40 WORDS OF WELCOME 

• Steve Radis, Head, Investment Management Marketing, William Blair & Company 

 

8:45 PRESENTATION: Who Knew? What Advisors (Really) Want from Asset Management Marketers

• Bob Verrico, Founder & Executive Chairman, InvestingChannel

 

9:05 PANEL: The Financial Brand & What It Means Today and Tomorrow

• Jill Axline, Senior Director, Global Marketing, Morningstar

• Ambika Pai, Head of Brand, TIAA

• Steve Radis, Head, Investment Management Marketing, William Blair & Company 

• Kate Shaw, Chief Executive Officer, Living

 

9:40 PRESENTATION: How Data Can Transform The Relationship Between Investors/Customers & Companies

• Andy Corn, Chief Strategy Officer, E5A Integrated Marketing

 

10:00 PRESENTATION: AI & Content Creation in Financial Marketing

• Jim Poulter, Head, New Business, Fiducial Communications

 

10:20  BREAK: Coffee, Conversation & Refreshments 

 

10:45  PANEL: 2025: Best Practices in Financial Content Marketing

• Tara Giuliano, Chief Marketing Officer, Nuveen 

• Jim Misener, Chief Executive Officer, 50,000
Feet

• Nadine Pizarro, Marketing Director, Stout

• Julie Schaeffer, Senior Marketing Manager, Content Marketing Strategy & Development, William Blair & Company 

 

11:20  PRESENTATION: Introducing The “BEAT” Methodology for Planning Content Marketing Strategy for 2025

• Roslyn Casey Shaw, Chair & CCO, Casey Wishart & Partners

 

11:40  PANEL: Financial Media: Challenges & Opportunities for the Future

• Rob Cook, VP, CMO Discover Home Loans, Discover Financial Services 

• Len Costa, Partner, RooneyPartners

• Sheryl Markov, EVP & Head, Digital, Design & Delivery, Northern Trust Corporation 

• Andrew Marshall, Managing Director-NY & Vice Chairman, Cognito

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12:15. PANEL: AI & The Future of Financial Marketing

• Corey Bridges, Head, Revenue & Sales, TrueVoice Growth Marketing

• Joel Leeman, Co-founder & CEO, Vivace

• Anthony Nygren, EVP, EMI Strategic Marketing 

• Shane Stiles, President,
 Gate 39 Media

 

12:50  PROGRAM CLOSES