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

Ticket Prices

  • Ticket Price: $395
  • 3-Ticket Price: $995

When

Thursday March 24, 2016 from 8:00 AM to 12:30 PM EDT
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Where

Thomson Reuters
3 Times Square
New York, NY 10036



 

Judges: 13th Gramercy Institute Financial Marketing Strategy Awards

  • Gabriel Altbach, EVP, Head of Global Strategy & Marketing, Pioneer Investments
  • David Blackburn, Head of Digital Marketing, DTCC
  • Andrew Ceccon, Executive Director, Marketing, Franklin Square Capital Partners
  • Karna Crawford, Managing Director, Head of Marketing Strategy & Digital, JPMorgan Chase & Co.
  • Hector Duarte, VP Channel Marketing, PineBridge Investments
  • Jon Ellenberg, SVP, Brand Delivery, Affluent Segment, Global Wealth & Invst. Mgmnt., Bank of America
  • Debbie Haeringer, VP, Director of Content Marketing, CIT
  • Michael Herrera, SVP, Digital Marketing, Citi
  • Wayne Hsieh, Director, Digital Marketing, Manulife Asset Management
  • Lisa Hurwich, SVP, Mktg Strategist, Global Wealth & Investment Mgmnt, Bank of America
  • Jon inerfeld, Senior Manager, Advertising & Media, Ameriprise Financial Services, Inc.
  • Amy Jackson, SVP, Content Marketing, Bank of America
  • Sarah Jackson, Brand Manager, Barclays
  • Jaime Kalfus, MD, Global Head of Brand Experience, J.P. Morgan Asset Management 
  • Laura Kane, SVP, Global Head, Media Relations & External Affairs, Marsh
  • Rick Kuwayti, Managing Director, Head of Marketing, BMO Capital Markets
  • Stephanie Lynch, Vice President, Brand & Content Strategy, Goldman Sachs
  • Katherine Walker Mason, Head, Global Sponsorships & EMEA Marketing, Global Banking & Markets, Bank of America Merrill Lynch
  • Sarah McSpiritt Senior Marketing Manager, Strategic Marketing Initiatives, Lincoln Financial
  • Beth Oporto , Managing Director, NYSE
  • Jim Sansevero, Partner, Brand Management, Lord Abbett 
  • Brian Serfass, SVP, Head of Product Management, Capital One Investing, Capital One
  • Chad K Smith, Content Syndication & Distribution, Marketing, Neuberger Berman
  • Cathleen Stahl, Global Head of Marketing, Pimco
  • Bryan Van Dyke, Managing Director & Head of Digital, Morgan Stanley
  • Jeffrey Wilson, SVP, Marketing, GE Capital

 

 

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Questions?

Samantha Wreaks
Gramercy Institute
212.752.0151
swreaks@financialadvertising.com


 

13th Annual Gramercy Institute Financial Marketing Strategy Awards

The Gramercy Institute is proud to announce this year’s roster of judges for its 13th Annual Gramercy Financial Marketing Strategy Awards.  These important awards judged by the elite group of industry leaders listed below.  The awards will be presented on Thursday, March 24th at a special breakfast ceremony as part of Gramercy Forum: NYC.


BEST STRATEGY: DOMESTIC & SINGLE COUNTRY

Asset Management
Wisdom Tree (Wisdom Tree Fund Match)
Seeking Alpha

Brokerage
TD Ameritrade (Brand Campaign)
Havas Worldwide 

Commercial Banking
Lloyds Bank (Business Leaders)
Alpha Grid 

Consumer Lending
Ditech Financial (Retention Strategy)

Corporate
Eaton Vance (IVT)
HNW, Inc. 

ETF
State Street Global Advisors (ETF Alternatives)
Seeking Alpha

Miscellaneous (B-to-B)
Eaton Vance (NEXTSHARES)
HNW, Inc. 

Miscellaneous (B-to-I)
OppenheimerFunds (Pushdown)
InvestingChannel 

Miscellaneous (B-to-C)
BMO Financial Group (Social/Family Bank Report)

Insurance
Lincoln Financial Group (Real Chief Life Officer)

Investment Banking
Macquarie Group (Whiteboard)

Payment Systems
Citi (Data Driven Card)
CJ Affiliate by Conversant

Retail Banking
TD Canada (New to Bank)
Media Experts
 
Retirement Services
Wells Fargo Asset Management (Science of Satisfaction)

Wealth Management
Bank of America Merrill Lynch (AES)
Sullivan

 

BEST STRATEGY: GLOBAL & MULTI-COUNTRY

Accounting
Viteos Fund Services

Asset Management
Janus Capital (GPS)

Brokerage
OANDA (Multi-Channel)
Dean Media

Corporate (TIE)
Bank of America Merrill Lynch (Hunt for Yield)

OppenheimerFunds (Beautiful World)
Havas Media

Currency Exchange
American Express(Onboarding)
Sullivan

Insurance
AIG (New Zealand)
PARTNERS+simons

Investment Banking
BMO Capital Markets (Dealios)

Miscellaneous
Aberdeen Asset Management (Closed End Funds)
Market Realist

BEST STRATEGY: FOCUS AWARDS

Media Integration 
Charles Schwab & Co (Own Your Tomorrow)

Channel Marketing
Bank of America Merrill Lynch (Resource Central)

Customer Experience 
Janus Capital Group (Art of WOW)

Metrics & Optimization 
Corporate Capital Trust (Core BDC)
CNL Financial

Direct Mail 
Nationwide (Accelerated Retention)
Wilde Agency

Content Marketing-Domestic 
BNY Mellon (DC Magazine)
Deardorff Associates

Content Marketing-Global 
CIT Group (Middle Content)

Mobile/Tablet/App Marketing  
Vanguard (Quarter End Content Crisis)
Seismic

Web Marketing  
Bank of America Merrill Lynch (Bloomberg Dynamic Unit)

Video Marketing  
PowerShares (ETF Hub)
Seeking Alpha
 
BEST OF SHOW RUNNER-UP & BEST OF SHOW
To Be Announced At GRAMERCY FORUM: NYC on March 24