AGENDA​

​

8:20   Coffee, Light Breakfast & Networking

 

8:50   OPENING REMARKS: 2025 Trends & Directions in Financial Marketing

• Bill Wreaks, CEO & Chief Analyst, Gramercy Institute

 

9:00   PANEL: 2025: Best Practices in Financial Content Marketing

• Geoff Candy, Head of Content - International, Natixis Investment Managers

• Janet Du Chenne, Investor Services Content, Marketing Lead, Brown Brothers Harriman

• Alex Ourris, Head of Marketing, EMEA, PineBridge Investments

• Kenna Roberts, Global Head of Marketing Operations, AXA Investment Managers

 

9:35   PRESENTATION: The Great Transfer of Wealth & Why It Matters to Financial Marketers

• Chris Heaton, CFA, Head of Research, Marketcolor

 

9:55   PANEL: The Financial Brand & What It Means Today and Tomorrow

• Alanna Nensel, Global Head of Brand, Creative & Digital, Janus Henderson Investors

• Harry Sheward, Head of Brand Marketing, Cognito

• Rachael Smith, VP, Head of Marketing, EMEA, Dimensional Fund Advisors

• Anji Kang-Stewart, Managing Director Global Head of Marketing, Man Group

 

10:30  BREAK: Coffee, Refreshments & Conversation

​

11:00  PRESENTATION: The “BEAT“ Methodology: Content Marketing Strategy Planning in 2025

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

 

11:20  Group Discussion: What Financial Marketers Want From  Their Agencies

​

11:35  PANEL: Financial Media: Challenges & Opportunities for the Future 

• Simon Hodge, Audience Communication Director, EMEA & Asia, Morningstar

• Harry Kempe, Global Director of AMX, Alphix Solutions/Fundamental Group

• James Moore, Head of Digital, Data Insight & Marketing Technology, Natixis Investment Managers



12:10 PANEL: Al & The Future of Financial Marketing

• Fiona Couper, Chief Marketing Officer, Teamspirit

• David Simpson, Managing Director, Marketing & Creative Strategy, Vested

• Eamonn Conway, Director, Fiducial Communications Ltd.

• Additional Panelist To Be Announced 

​

12:45 PRESENTATION: Building Relationships & Driving Innovation in Financial Marketing (The LGBT Index Project & Other Initiatives) 

• Fabio Peyer, Director of Marketing – Index, Morningstar

​

1:05   Closing Remarks

​

1:15   Networking Lunch: Sandwiches