Ticket Prices

  • Ticket Price: $395
  • 3-Ticket Price: $995
  • 4-Ticket Price: $1,195

When

Wednesday, April 11, 2018 from 8:00 AM to 1:00 PM EDT
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Where

Thomson Reuters
3 Times Square
New York, NY 10036



 

Judges: 15th Gramercy Institute Financial Marketing Strategy Awards

  • Renee Baker, Chief Marketing Officer, Carillon Tower Advisers
  • Debra Bar, Head of Marketing, Bank Leumi
  • Jeffrey Beck, AVP, Strategy & Marketing, TD Direct Investing
  • David Blackburn, Head, Digital Marketing, DTCC
  • Martha Brown, Director, Brand & Mktg Communications, Americas, Tax, EY
  • Sue Burton, SVP, Enterprise Mktg & Environment Social Governance, Bank of America
  • Andrew Ceccon, Executive Director, Marketing, FS Investments
  • Bonnie Cruice, Senior Creative Advertising Strategist, Vanguard
  • Marty Dauer, Chief Marketing Officer, Duff & Phelps
  • Matt Dunn, EVP, Head of Digital, PIMCO
  • Robert Elias, Corporate VP, Digital Marketing & Customer Acquisition, New York Life Insurance Co.
  • Jon Ellenberg, SVP, Brand Marketing, Global Wealth & Investment Mgmnt, Bank of America
  • Jason Farago, Insurance Asset Management Marketing, Deutsche Asset Management
  • Munir Haddad, Founder & CEO, Kiosk
  • Kim Hanson, Director, US Marketing, BMO Capital Markets
  • Jaime Kalfus, Managing Director, Global Head of Brand Experience, J.P. Morgan Asset Management
  • Jennifer Lindauer, SVP, Director of US Advertising & Marketing, Global Consumer Marketing, Citi
  • Grace Mistry, Director of Marketing, Retail Investments and BMO Global Asset Management, BMO Financial Group
  • Bob Mirales, SVP, Content Marketing, Bank of America
  • Beth Oporto, Managing Director, NYSE
  • Kevin Press, AVP, Market Insights, Sun Life Financial
  • Hunter Ricks, Manager, Content Marketing & Social Media, Lincoln Financial
  • Mitch Rose, Director, Editor-in-Chief, Capital One Commercial Bank
  • Laurent Roy, Creative Director, TD Bank Group
  • Kara Segreto, Marketing & Communication Lead, Center for Next Generation Growth, Prudential
  • Maryanne Sheehan, Director, Marketing & Communications, RBC Global Asset Management
  • Nicole Straub, Vice President, Student Loan Marketing & Product Management, Discover Financial Services
  • Bryan VanDyke, Managing Director & Head of Digital, Morgan Stanley
  • Paul Zettl, Head of Product & Office Management, T. Rowe Price

 

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The Gramercy Institute is proud to announce this year’s roster of winners for its 15th Annual Gramercy Financial Marketing Strategy Awards. 

The awards will be presented on Wednesday, April 11 at a special breakfast ceremony as part of Gramercy Forum: NYC.

VIEW AGENDA


BEST STRATEGY: DOMESTIC & SINGLE COUNTRY

ASSET MANAGEMENT
Business-to-Business
OppenheimerFunds
Partners: McCann XBC, Havas Media
Challenge The Index

ASSET MANAGEMENT
Business-to-Consumer
Janus Henderson Investors
Three Tiers of Retirement Income

ASSET MANAGEMENT (TIE)
Business-to-Intermediary
Eaton Vance Distributors
Monthly Market Monitor

HartfordFunds
Partners: BouchezPage
Human-Centric Investing

BROKERAGE
Business-to-Consumer
TradeStation
Partners: DiMassimo Goldstein
2017 Brand Refresh

BROKERAGE
Business-to-Intermediary
Pershing, a BNY Mellon Company
New Client Communications Platform

CORPORATE
Business-to-Business
The Bank of New York Mellon (BNY Mellon)
Invested in Pittsburgh

CORPORATE
Business-to-Consumer
Horizons ETFs
World's First Marijuana ETF

CORPORATE
Business-to-Intermediary
Wells Fargo Asset Management 
Millennials, Money and Happiness

ESG INVESTMENTS
Aberdeen Standard Investments
Partner: Alpha Grid 
Impact Investing

GENERAL FINANCIAL

Business-to-Business
Pershing, a BNY Mellon Company 
C-Suite Engagement

GENERAL FINANCIAL
Business-to-Consumer
Sullivan Bruyette Speros & Blayney
Partner: Seismic
Content Personalization

INSURANCE

AIG
Partner: MERGE Boston
Cybersecure Your World

INVESTMENT BANKING
BMO Capital Markets
Hospital Makeover

LENDING PLATFORMS
Sallie Mae Bank
Partner: Sallie Mae
Knowledge for College Tour

MEDIA PRODUCT MARKETING
LinkedIn Marketing Solutions
Partner: Editions Financial
Currency of Trust
 
PROFESSIONAL TOOLS
Bank of America Merrill Lynch
New Advisor Website Rollout Srategy
 
RETAIL BANKING
Business-to-Business
Beneficial Bank
Partner: BouchezPage
True to It's Name
 
RETAIL BANKING
Affinity Federal Credit Union
Partner: DiMassimo Goldstein
A Community Connected

WEALTH MANAGEMENT
Business-to-Business 
Central Park Group
Education Before Assets
 
WEALTH MANAGEMENT
Business-to-Consumer
U.S. Trust
Partner: Bank of America 
Bloomberg Partnership with Art Alignment
 

BEST STRATEGY: GLOBAL & MULTI-COUNTRY 

ASSET MANAGEMENT
Business-to-Business
Bank of America Merrill Lynch
Are You Prepared for the New Reality?
 
ASSET MANAGEMENT
Business-to-Consumer
Invesco Ltd.
Global Fixed Income Study 

ASSET MANAGEMENT
Business-to-Intermediary
BNY Mellon Investment Management
Partner: Deardorff Associates
Time to Own the World 

 
CORPORATE
UBS 
Partners: Alpha Grid, FT, Spark Foundry
FT Transact / The Future of Capital

ESG INVESTMENTS
Rockefeller & Co.

Partner: Vested
Rockefeller Insights

FINANCIAL EXCHANGES
Cboe
Partner: Fusion92
Cboe Global Brand Launch
 
GENERAL FINANCIAL
Business-to-Business
CFA Institute
Let's Measure Up
 
GENERAL FINANCIAL
Business-to-Consumer
Nadex, Tradestation
Partner: InvestingChannel
Cryptocurrency Investor Targeting Solution
 
GENERAL FINANCIAL
Business-to-Intermediary
Morningstar
Leveraging European Regulatory Changes
 
INVESTMENT BANKING
BMO Capital Markets
Bull Case. Base Case. Bear Case
 
RETIREMENT
Brandes Investment Partners, LP
Partner: Seismic
Maximum Efficiency

BEST STRATEGY: FOCUS AWARDS

BRANDING
Calvert Research and Management
Partner: Eaton Vance
Responsible Investing
 
CONTENT MARKETING
Fidelity 
Partner: NewsCred
My Money
 
DIGITAL INTEGRATION
Carillon Tower Advisers
Tower Rising
 
INTERNAL MARKETING
BMO Global Asset Management
THRIVE Acquisition Program
 
METRICS & OPTIMIZATION
TaxSlayer
refundNOW
 
MOBILE/TAB/APP
T. Rowe Price
Partner: Imprint
Insights Program

PERSONALIZATION
OppenheimerFunds
Partner: Idio
1:1 Digital Experience

PUBLIC RELATIONS
Janus Henderson Investors

Knowledge. Shared

PUBLISHING
Invesco Ltd.
Risk & Reward
 
SOCIAL MEDIA
Bank of Montreal
Wake Up Your Money
 
VIDEO
J.P. Morgan Asset Management
Under The Influence

3 BEST OF SHOW RUNNERS-UP & 1 BEST OF SHOW AWARDS
To Be Announced At Gramercy Award Show & FORUM: NYC on April 11