​PANEL TOPICS DISCUSSED​

• The Future of Advice in Financial & Why It Matters to Asset Management Marketers

• Surprise! Strategy Setting in An Uncertain Financial Marketing
World

• Financial Media That Works in 2025

• Enter AI: Financial Content Strategies For Today & Tomorrow

• Efficient Financial Marketing
Strategies: Doing More
With Less in 2025

• Panelists to be announced shortly. 

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PANELISTS INCLUDE​

• Vanessa Bowen, UK Marketing, Orbis Investments

• Tom Hughes, Director, Marketing & Communications, Gemcorp Capital

• Greg Hobden, Chief Client Officer, Living Group

• Helena Jarabakova, Senior Director, Global Channel Partnerships-Retail, CME Group

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

• David Rowe, Head, Marketing Strategy, Marketing Production & Investor Services, COMGEST 

• David Simpson, Managing Director, Vested

• Scott Stevens, Establishment Commercial Director, St. James's Place Wealth Management

• James Whiteman, Head of Strategic & Content Marketing, UBS​

• Additional Panelists Confirming 

​

PRESENTATION​​​

• What to Say in a Violatile Market

Geoff Cutmore, former CNBC Anchor & Strategic Partner, Casey Wishart

FOCUS BRIEFINGS

​​TOPIC: How Investors (Really) Engage with Financial Content

Asset management marketers hear lots opinions on this subject. This “Snapshot Chat” shares Insights into how investors really engage with financial content in 2025.

• Christopher Johnson, Data Journalist, Morningstar

• Sunniva Kolostyak, Senior, Reporter, Morningstar

 

TOPIC: 2025 Investment Outlook: Why It Matters to Asset Management Marketers

In this top level session, we will hear from the front lines of financial what are the current key measures and indicators for investors in 2025. This session will feature macro trends and what this means investors, advisors and asset management marketers. 

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PROGRAM SCHEDULE

​

• 8:15AM-2:00PM 

• 8:15AM Light Breakfast & Conversation

• 9:00AM Opening Remarks

• 12:30PM Sandwiches & Refreshments

• 2:00PM Program Closes

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