GRAMERCY FINANCIAL MARKETERS’
FORUM: NEW YORK
2025: Strategic Excellence for Today’s Financial Marketing Organization
Please join Gramercy Institute as it honors strategic excellence in financial services marketing through this engaging forum and award presentation.
This high-impact event gathers together strategic marketing leaders from the world’s top financial brands and agencies. The event takes place in New York City on March 27, 2025 (8:00AM-12:45PM). Our focus will be “Strategic Excellence in Financial Marketing.”
Here, we will host a full morning of panel discussions and presentations. In addition, we will present this year’s winners of our (22nd Annual) Gramercy Institute Financial Marketing Strategy Awards. “Best of Category” and “Best of Show” award winners will be announced LIVE at the event!
PANEL TOPICS
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Surprise! Strategy Setting in An Uncertain Financial Marketing World
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2025: Financial Media Strategies That Work
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Enter AI: Content Strategies For Today & Tomorrow
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Efficient Marketing Strategies: Doing More With Less in 2025
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Stand Out! Creative Strategies to Get Financial Brands Noticed
PRESENTATIONS BY
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Theo Casey, Co-Founder & Managing Director, Marketcolor
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Eamonn Conway, Managing Director, Fiducial Communications Ltd.
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Andy Corn, CEO & Chief Strategist, E5A Integrated Marketing
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Michael Rodov, Founder & CEO, AdNode
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Bob Verrico, Founder & Executive Chairman, InvestingChannel
PANELISTS
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Allison Adams, Head, Research Products & Services, CFA Institute
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Vicki Chan, Content Strategy Director, VanEck
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Lou Cohen, Director, Digital Marketing & Demand Generation, Americas, EY
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Craig Cooperman, VP, Digital Marketing & Social Media, Mutual of America Financial Group
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Sheri Gilchrist, Head of Marketing, Communications & Customer Analytics, Fidelity Investments
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Olympia Moukas, Vice President, Head of Product Marketing, TIAA
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Chad Smith, Director, Head of U.S. Marketing, Sharegain
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Elaine Villas-Obusan, Senior Vice President, Head of Retail Marketing, US, Amundi US
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Drew Ward, Senior Director, Investments Marketing, Transamerica
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Jeff Wilson, SVP, Head of Marketing-Business, Corporate & Investment Banking, Citizens
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Additional Panelists To Be Confirmed
REGISTER TO ATTEND
Event Date: Thursday, March 27, 2025 (8:00AM-12:45PM)
includes breakfast, breaks & moderated program.
Location: 3 West Club | 3 West 51st New York, NY 10019
