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GRAMERCY FINANCIAL MARKETERS’

FORUM & AWARDS: NEW YORK

2025: The Elements of Greatness

in Financial Content Marketing

Join us for Gramercy Institute’s Financial Marketers’ Forum on Thursday, September 26, 2024. Our overarching topic is “Financial Content Marketing Excellence.” Content-as-marketing has proven to be a highly-effective and extremely-efficient means for financial marketers to connect in meaningful ways with core target audiences.

The result: content marketing has become a significant plank in nearly

every financial marketing platform. 

In connection with our financial content marketing forum, Gramercy Institute will also award those financial brands and agencies who are “doing it right” as we honor and award the winners of the Gramercy Institute 10th Annual Financial Content Marketing Awards.

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PANELISTS

  • Kasia Antczak, 2nd VP, Product & Segment Marketing, Guardian Life

  • Jade Bestley, Digital Marketing Leader for Financial Services, Technology & Professional Services, Cognito

  • Corey Bridges, Head of Revenue and Sales, TrueVoice Growth Marketing

  • Vicki Chan, Content Strategy Director, VanEck

  • Eamonn Conway, Director, Fiducial Communications Ltd.

  • Craig Cooperman, VP, Digital Marketing & Social Media, Mutual of America Financial Group

  • Len Costa, Partner & Practice Head, Rooney Partners

  • Gavin Daly, SVP, Head of Corporate & Digital Marketing, Cohen & Steers

  • Richard Heft, Chief Executive Officer, Ext. Marketing 

  • Gordon Kerr, Managing Director-NA, Fundamental Media

  • Sophie Klein, Business Director, Teamspirit

  • Jennifer Lindauer, Director of Brand Marketing, Plymouth Rock Assurance

  • Mark McClusky, Editor-in-Chief, Strategist & Operational Executive, Harding Loevner LP

  • Trina Neale, Head, Global Content Marketing, Allspring Global Investments

  • Anthony Nygren, EVP, EMI Strategic Marketing

  • Daisy Okas, Head of Marketing & Communications, N.A., Life & Health, Munich Re

  • Andy O’Rourke, CMO, Direxion Funds

  • Rob Stewart, Director, Invesco QQQ Marketing, Invesco US

  • Jacklyn Tarapacki, VP, Marketing Management, J.P. Morgan Asset Management

  • Anthony Vitalone, Head of Global Digital Transformation, VanEck

  • Jake Wells, SVP Digital Transformation, MERGE

  • Liz West, VP, Head of Channel & Product Marketing Strategy, MissionSquare Retirement

  • Laura White, VP, Marketing, Voya Financial

PRESENTATIONS

  • How Data Can Transform The Relationship Between Investors/Customers & Companies

      Andy Corn, Chief Strategy Officer, E5A Integrated Marketing

 

  • ​Trends & Direction in Financial Content Marketing & Media

      Kimberly Boone, Managing Director-Americas, Ptarmigan Media

 

  • ​Who Knew? What Advisors (Really) Want From Asset Management Marketers

      Bob Verrico, Founder and Executive Chairman, InvestingChannel

 

PANEL DISCUSSIONS

  • Content Creation: What Makes Financial Content Marketing Great?

  • Content Distribution: Strategies To Reach and Inspire The Right Target Audiences

  • Content Marketing Management: How Modern Financial Marketing Teams Get The Job Done (Well)

  • What’s Next in Financial Content Marketing?  New Ways to Work Smarter

REGISTER TO ATTEND

Event Date: Thursday, September 26, 2024 (8:00AM-12:45PM)

includes breakfast, breaks & moderated program.

Location: 3 West Club | 3 West 51st New York, NY 10019

For questions about sponsorship please contact Gramercy Institute

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