Gramercy Institute BannerThe Gramercy Institute: Thought Leaders in Financial Marketing & Producers of "JFAM" Conferences & Summits



JFAM Strategic Media Panel + Reception (March 13 @Le Cirque)

JFAM:Live! Financial Marketers’ Conference (March 14 @PwC)


Attend both the Strategic Media Panel + Reception on 3/13 & the "JFAM:Live!" Conference on 3/14 for $495. (a $145 discount)


JFAM Strategic Media Panel + Reception @Le Cirque

Wed., March 13, 2013


Le Cirque
151 E 58th St
One Beacon Court

New York City



JFAM:Live! Financial Marketers' Conference @PwC
Thursday, March 14, 2013
PwC Corporate Auditorium
300 Madison Avenue
New York City




Samantha Wreaks 
Gramercy Institute 

Attend both the Strategic Media Panel + Reception on 3/13 & the "JFAM:Live!" conference on 3/14 for $495. (a $145 discount)


PACKAGE PRICE $495: Attend both and save (a $145 Discount)

The Gramercy Institute is pleased to invite you to attend two important back-to-back financial marketing events.  First, join us at the world famous Le Cirque in NYC to discuss "Strategic Financial Media" with senior financial marketers at a special private reception on the evening of March 13. Then, the next morning (3/14), join us for the 10th Annual Spring JFAM:Live! Financial Marketers’ Conference (8:00am-12:30pm) as The Gramercy Institute brings together the very top minds in financial marketing to share best strategies to lead the industry forward in 2013. (Details and speakers below) 


Price to Attend Panel + Reception @Le Cirque (3/13): $295

Price to Attend JFAM:Live! Conference @PwC (3/14): $345

Price to Attend Both Events (3/13 & 3/14): $495 ($145 Discount) 



On the evening of Wednesday, March 13, The Gramercy Institute will host a very important and exclusive reception at Le Cirque in New York City. There, we will feature an in depth panel discussion “2013: Strategic Customer Connections in Financial Services.” Keynote remarks will be made by Clara Shih, CEO, Hearsay Social (and Corp. Board Member of Starbucks). Clara is also the author of Facebook Era.


  • Clara Shih, CEO, Hearsay Social & Corp. Board Member, Starbucks

 PANELISTS: 2013: The Customer Connection in Financial Marketing

  • Dan Harley, Retail Marketing Executive, Vanguard
  • Denise Karkos, Managing Dir., Brand Strategy & Mktg Communications, TD Ameritrade
  • Maja Lapcevic, SVP Social Strategy & Digital Partnerships, Citi
  • Clara Shih, CEO, Hearsay Social & Corp. Board Member, Starbucks
  • Cathy Stahl, EVP, Head of Global Wealth Management Marketing, PIMCO

*Cocktails & Hors d’oeuvres

Price to Attend Panel + Reception @Le Cirque (3/13): $295

Price to Attend Reception (3/13) + Conference (3/14): $495 ($145 Discount)


March 14: JFAM:Live! Financial Marketers’ Conference (@PricewaterhouseCoopers)

On the morning of Thursday, March 14, The Gramercy Institute will host its 10th Annual JFAM:Live! Financial Marketers’ Conference at The Corporate Auditorium of PricewaterhouseCoopers in New York City.

There, GI will share findings from a landmark in-depth study on Transformative Marketing in Financial Services. This study was conducted by The Gramercy Institute and was sponsored by Microsoft Advertising. It is the result of dozens of in-depth interviews from top marketers at the world’s leading financial brands. The study also includes results from a detailed survey completed by top marketers in the financial services industry.

This conference also includes the expert panelist opinions of 20 senior marketers and other leaders from the financial services marketing industry. Their participation will be featured throughout the morning through five separate panel discussions:


8:00: Breakfast is Served

8:30: RESEARCH PRESENTATION: Transformative Marketing in Financial Services

9:00 DIGITAL’S DAY: Transformative Financial Marketing

  • Clara Shih, Chief Executive Officer, Hearsay Social
  • Paul Rapino, Global Director, Financial Services, Microsoft
  • Craig Shiffrin, Director, Online Marketing, E*TRADE Financial
  • Anthony Vitalone, Head, Digital Mktg., eCommerce & Mobile/Social, Deutsche  Bank
  •  Kevin Darlington, Managing Director, Client Solutions, HNW, Inc.

9:35 POWER BASE: Customer Experience in Financial

  • Steven Norman, Marketing Leader, Banking & Cap. Markets, PricewaterhouseCoopers
  • Anthony Saitta, SVP, Marketing, Citi
  • Bryan VanDyke, VP & Head, Digital Strategy and Marketing, Prudential Financial
  • Paul Zettl, Managing Director, Retail Marketing & Social Media, TD Ameritrade
  • Julie Cropp Gareleck, CEO, Junction Creative

10:10 INTERNAL MARKETING: Catalyst for Authentic Financial Brands

  • Michael Buzzeo, Head, International Marketing, FXCM
  • Jo-Ann Daddio, Director, Business Marketing, Investment Bank, UBS
  • Jamie DePeau, CMO (Corporate), Lincoln Financial Group
  • Alex Wolfe, Vice President, Duff & Phelps

10:40 BREAK (Hosted by Microsoft)

11:10 PRESENTATION: Content Marketing For Success in Financial Services

  • John Von Brachel, Director of Content Delivery, Bank of America Merrill Lynch

11:25 INNOVATION: Tapping Tools For Success in Financial Marketing

  • John Von Brachel, Director of Content Delivery, Bank of America Merrill Lynch
  • Dana Caragine, Executive Director, Private Bank Marketing, JPMorgan Chase
  • Louis Cohen, SVP, Head of Search & Affiliate Marketing, Citi
  • Andy O’Rourke, Chief Marketing Officer, Direxion Funds
  • Bob Verrico, CEO & Founder, InvestingChannel

2:00 PRESENTATION: Perceptions of Trust in Financial Brands

  • Daniel Rothman, Director of Market Insights, Financial Times

12:15 CULTURE COUNTS: Why  It Matters to Financial Marketing?

  • Berta Aldrich, Marketing Executive, Vanguard
  • Stuart Burkhoff, Vice President, Marketing Programs, Ameriprise Financial
  • Ondina Purcell, Executive Director, Marketing, UBS
  • Richard Smith, Chief Marketing Officer, AIG Bank
  • Darby Hobbs, Principal, Graylyn Associates, Inc.

12:55 REVIEW: Threads, Themes & Synthesis


Price to Attend JFAM:Live! Conference @PwC (3/14): $345

Price to Attend Both Events (3/13 & 3/14): $495 ($145 Discount)



Attend both the Strategic Media Panel + Reception on 3/13 & the "JFAM:Live!" conference on 3/14 for $495. (a $145 discount)