AGENDA ​

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8:00 BREAKFAST IS SERVED 

 

8:20 OPENING REMARKS: 2025-Trends & Directions in Financial Marketing

    •    Bill Wreaks, Chief Analyst, Gramercy Institute

 

8:30 WORDS OF WELCOME 

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

 

8:35 PRESENTATION: Who Knew? What Advisors (Really) Want from Asset Management Marketers

    •    Bob Verrico, Founder & Executive Chairman, InvestingChannel

 

8:55 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 Mktg, William Blair & Company 

    •    Kate Shaw, Chief Executive Officer, Living

 

9:30 PRESENTATION: How Data Can Transform The Relationship Between Investors/Customers & Companies

    •    Andy Corn, Chief Strategy Officer, E5A Integrated Marketing

 

9:50 PRESENTATION: AI & Content Creation in Financial Marketing

    •    Jim Poulter, Head, New Business, Fiducial Communications

 

10:05 BREAK: Coffee, Conversation & Refreshments 

 

10:30 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 

 

11:05 PRESENTATION: Trends & Direction in Financial Content Marketing & Media

•      Kimberly Boone, Managing Director-Americas, Ptarmigan Media

 

11:25 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

 

12:00 PANEL: AI & The Future of Financial Marketing

    •    Joel Leeman, Co-founder & CEO, Vivace

    •    Anthony Nygren, EVP, EMI Strategic Marketing

    •    Shane Stiles, President,
 Gate 39 Media 

 

12:35 CLOSING REMARKS

 

12:45 PROGRAM CLOSES