Gramercy Institute: Intelligence for Senior Marketers from the World's Leading Financial Firms


Thursday April 9, 2015 from 8:00 AM to 12:45 PM PDT
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CBS Interactive Headquarters
235 2nd Street
San Francisco, CA 94105





($345 per person)



Samantha Wreaks
Gramercy Institute



Financial Marketing Strategies: What Works in 2015 (and What Doesn’t)

The Gramercy Institute marching fast-forward into 2015 and is pleased to announce a remarkable gathering of the top minds in financial services marketing. Gramercy Forum: SAN FRANCISCO takes place on Thursday morning (8:00-12:45 PM), APRIL 9, 2015. This important idea-exchange takes place  at CBS Interactive Headquarters. Breakfast will be served.

Here, the very brightest senior leaders at the world's top financial and marketing brands will be chiming in on our overarching theme: Financial Marketing Strategies: What Works in 2015 (and What Doesn't).


8:00 BREAKFAST: Breakfast is Served

8:30 OPENING REMARKS:  What Works in Financial Marketing & How Do We Know? 

  • Bill Wreaks, Chief Analyst, Gramercy Institute

8:40 OPENING BELL: Let The Conversation Begin

  • Lisa Barnhart, Western & Central Advertising Director, Barron’s

8:45  REMARKS: Leading Financial Indicators & Why They Matter to Financial Marketers 

  • Greg McBride, SVP, Chief Financial Analyst, Bankrate, Inc.

9:00  PRESENTATION: Best Practices at Work: Lending Tree  

  • Gabe Dalporto, CMO & President/Mortgage,  LendingTree

9:15  PANEL: Content Marketing: Why It Works Well in Financial (Does It?)

  • Gabe Dalporto, CMO & President/Mortgage, Lending Tree
  • Matt Dunn, VP, Digital Publishing & Social Strategies, Franklin Templeton Investments
  • Laura Nemeth, Chief Marketing Officer, RS Investments
  • John Toth, Head of US Ad Sales,, Thomson Reuters

9:50  RESEARCH REPORT: Effective ROI Analysis in Financial Marketing 

  • Vin Turk, Co-Founder & SVP, Audience Development, Madison Logic

10:20  RESEARCH INSIGHTS: Does Media Environment Matter in Digital?  

  • Daniel Rothman, Director, Commercial Mktg & Market Insights, Financial Times

10:40  BREAK: Coffee & Conversation

11:10  PRESENTATION: 2015-The Year of the Valued Connection

  • Greg Yates, Chief Marketing Officer, InvestingChannel

11:25   PANEL: Successful Financial Brand Strategies For 2015

  • Julian Aldridge, VP, Brand Evangelism and Activation, Charles Schwab
  • Josephine Chew, Vice President of Digital Marketing, Wells Fargo
  • Lisa Hurwich, SVP, Bank of America Global Wealth and Investment Management Marketing
  • Bo Lu, Co-Founder & CEO, FutureAdvisor
  • Walter Mills, President, AndWalter Inc.

12:05  PRESENTATION: Financial Education & The Financial Brand 

  • Tyler Grundmeier, Director of Business Development, EverFi, Inc.

12:20  PANEL: Today’s Financial Marketing Team-Who’s Playing QB & Who’s On The Bench?

  • Kirstin M. Falk, Managing Director, Brand Innovation & Activation, Charles Schwab
  • Claire Kurmel, VP, North America Channel Marketing, State Street Global Advisors
  • Eileen Loustau, SVP, Head of Marketing, PENSCO Trust Company
  • William Sileo, Director of Marketing, Convergent Wealth Advisors

12:50  CLOSING REMARKS:  Industry Snapshot

  • Bill Wreaks, Chief Analyst, Gramercy Institute