When
Thursday, February 15, 2018 from 8:00 AM to 1:00 PM CST
Add to Calendar
Where
Ritz-Carlton Chicago
160 East Pearson Street
St. Clair Ballroom, 12th Floor
Chicago, IL 60611
Questions?
Samantha Wreaks
Gramercy Institute
212-752-0151
swreaks@financialadvertising.com
GRAMERCY FORUM: Chicago
The Year Ahead in Financial Marketing
The Gramercy Institute is pleased to announce a remarkable gathering of the top minds in financial services marketing. Gramercy Forum: Chicago takes place at Ritz-Carlton, Chicago on Thursday morning February 15, 2018 (8:00AM-1:00 PM). Breakfast will be served.
At this forum, the following expert panelists will approach this topic each from a unique perspective:
AGENDA
8:00 BREAKFAST IS SERVED
8:30 OPENING REMARKS: The Year Ahead in Financial Marketing
- Bill Wreaks, Chief Analyst, Gramercy Institute
8:45 PANEL: Marketing Management: The Complicated Work of Keeping it Simple
- Matthew Doubleday, SVP, Marketing, Wintrust Financial Corporation
- Steven Givot, SVP, Strategy & Product Management, Chicago Stock Exchange
- Tara Giuliano, Global Head, Marketing, Inst. Client Coverage & Head, Marketing, Americas, UBS Asset Management
- Bridgette Thompson, Head of North American Marketing, Aviva Investors
9:20 PRESENTATION: Top Ten List-Excellence in Financial Content Marketing
- David Siegel, Chief Executive Officer, Investopedia
9:40 PANEL: Long Live Content: Financial’s Modern Relationship-Builder
- Sasha Bigda, SVP, Global Head of Corporate Communications, Morningstar
- Shannon Crowley, Head of Institutional & Strategic, Business Segments Marketing, Wells Fargo Asset Management
- Betsy Pultz, Marketing, Retirement & Investment Services, Aon Hewitt
- David Siegel, Chief Executive Officer, Investopedia
10:15 PRESENTATION: Help Me Help You: The Marketer-Advisor Relationship
- Bob Verrico, Founder & Executive Chairman, InvestingChannel
10:35 BREAK: COFFEE & CONVERSATION
11:05 PANEL: Lead Gen: Best Practices in Connecting with The Right Prospects
- Stephanie Klein, Chief Marketing Officer, Cboe Global Markets
- David Partain, SVP, Head of Marketing, FlexShares Exchange Traded Funds, Northern Trust
- Bob Verrico, Founder & Executive Chairman, InvestingChannel
- Additional Panelist to be Announced
11:40 PRESENTATION: Follow The Spend: Where Companies Should Spend Marketing Budgets
- Ray Hennessey, Chief Innovation Officer, JConnelly
12:00 PANEL: Brand Power: The Importance of an Important Financial Brand in 2018
- Ray Hennessey, Chief Innovation Officer, JConnelly
- Merrillyn J. Kosier, EVP, Chief Marketing Officer, Ariel Investments
- William Parke, Sr. Director - Corporate Marketing and Financial Communications, CME Group
- JP Gravitt, President & Head of Research, Market Realist
12:35 CLOSING REMARKS & NEXT STEPS:
- Bill Wreaks, Chief Analyst, Gramercy Institute
12:45 FORUM CLOSES