13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS
GRAMERCY FINANCIAL MARKETERS’
FORUM: NYC
"Financial Content Marketing Excellence"
Thursday, September 22, 2022
Join us for Gramercy Institute’s Financial Marketers’ Forum on September 22, 2022. 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 8th Annual Financial Content Marketing Awards.
AGENDA
AGENDA: Content Marketing Excellence in Financial Services
Thursday, September 22, 2022
8:00 Breakfast is Served
8:30 OPENING REMARKS: Our Content Marketing World
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
8:45 PANEL: Consider The Source: Credibility in Content Marketing World
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Jill Deardorff, President & CEO, Deardorff
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Guy Haselmann, Head, Thought Leadership, MetLife Investment Management
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Jim Misener, Principal / President, 50,000feet
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Courtney Rougeau, SVP, Head, Institutional Mktg, NA, Lazard Asset Management
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Liz Devin West, VP Marketing, MissionSquare Retirement
9:25 PRESENTATION: Finding The Right Financial Audiences, In Today’s Media Jungle
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Bob Verrico, Founder & Executive Chairman, InvestingChannel
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Max Rybakov, Vice President, Product, InvestingChannel
9:45 PANEL: The Message Matters: Crafting The Right Message for Maximum Engagement
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Vicki Chan, Director, Content Strategy, VanEck
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Jon Ewing, Chief Marketing Officer, iCapital
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Paul Leibowitz, Owner, Leibowitz
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Trina Neale, Head, Client Product Marketing, Allspring Global Investments
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Julissa Ortiz, Senior Director, Imprint
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Kevin Steen, Principal, Financial Services, Sullivan
10:25 BREAK: Coffee, Refreshments & Conversation
10:50 PRESENTATION: The State of Financial Literacy
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Kristin Myers, Editor-in-Chief, The Balance
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Caleb Silver, Editor-in-Chief, Investopedia
11:10 PANEL: Content Distribution Strategies: Connecting Marketer to Audience in Relevant Ways
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Courtney Comstock, Manager, Content Strategy, Federated Hermes
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Stephanie Linker, Head, Retirement Marketing, BlackRock
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Justin Proctor, Sr. Sales Director, Dianomi
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Scott Saperstein, Head, Agency Development, Taboola
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Daniel Tauber, Managing Director, Mktg, Macquarie Asset Management Wealth Solutions
11:50 PANEL: Measurement of Success: Doing It Right in Financial Content Marketing—And Understanding Why
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Scott Anderson, SVP, Marketing, Alger
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Kimberly Boone, Managing Director, Ptarmigan Media – Americas
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Dana Caragine, Director, Marketing, Arbor Realty Trust
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Meghan McCartan, Chief Marketing Officer, Hightower Advisors
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Kirti Naik, Chief Marketing Officer, Future (formerly FutureBank)
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Sharon Schallenkamp, Vice President, Global Marketing and Communications, BNY Mellon | Pershing
12:30 CATEGORY AWARD PRESENTATION
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The 8th Annual Gramercy Institute Financial Content Marketing Award Presentation
12:45 BEST OF SHOW AWARD PRESENTATION
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The 8th Annual Gramercy Institute Financial Content Marketing Award Presentation
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The Best of Category Awards Presentation
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The Best of Show Award Presentation
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12:50 FORUM CLOSES
REGISTER TO ATTEND
Event Date: Thursday, September 22, 2022 (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