FINANCIAL'S TOP 12 AGENCIES-2019
Copylab
DiMassimo Goldstein
Extractable
Fundamental Media LLC
Imprint
MERGE Boston
MODCo Media
NewsCred
Prosek Partners
Ptarmigan Media
public imaging GmbH
Vested
Water & Wall Group
When
Thomson Reuters
3 Times Square
30th Floor
New York, NY 10036
* This roster has been distilled through an extensive industry-wide nomination process and a detailed profile evaluation. Metrics included: agencies' commitment to excellence, focus on financial, innovation, industry leadership,case studies and our ultimate roster diversity. Roster of 12 includes one alternate agency, for a total of 13.
GRAMERCY FORUM: NYC
2019: 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: NYC takes place at Thomson Reuters’ 30th Floor Auditorium (3 Times Square) in New York City on Tuesday morning January 29, 2019 (8:00AM-1:00 PM). 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: 2019: The Year Ahead in Financial Marketing.
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At this forum Gramercy Institute will award and celebrate the achievement of "Financial's Top 12 Agencies" which have advised and served their financial clients in extraordinary ways and have delivered their financial clients' marketing to the highest levels of industry excellence and successful end result. Gramercy Institute is pleased to announce its 2019 roster of Gramercy Institute's "Financial's Top 12 Agencies."________________________________________________________________________________________
AGENDA
8:00 BREAKFAST: Breakfast is Served
8:30 OPENNING REMARKS: 2019: The Year Ahead in Financial Marketing
- Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
8:45 WORDS OF WELCOME
- John Kennelly, SVP Financial Services, The Wall Street Journal/Barron's Group
8:50: PRESENTATION: Data & Personalization & The Digital Asset Management Experience
- Mark Ryan, Chief Data Strategist, Co-Founder, Extractable
- Matt Macomber, Head of Client Services, Extractable
9:15 PANEL: The Financial Brand: Why It Matters in 2019—and Beyond
- Bernadette Bridy, Head of Product Marketing, FS Investments
- Kat Galligan, SVP, Global Wealth & Philanthropic Solutions Marketing, US Trust/Merrill Lynch
- Joan Khoury, Managing Director & CMO, Oppenheimer & Co. Inc.
- Maryanne Sheehan, Director, Marketing & Communications, RBC Global Asset Management
10:00: Award Presentation: Financial’s Top 12 Agencies
Award Recipients Include: Copylab, DiMassimo Goldstein, Extractable, Fundamental Media LLC, Imprint, MERGE Boston, MODCo Media, NewsCred, Prosek Partners, Ptarmigan Media, public imaging GmbH, Vested and Water & Wall Group
10:30: BREAK: Coffee & Refreshments & Photos with Winning Agencies
11:00 PANEL: New World Order: Content Marketing Strategies for 2019
- Janet Jovic, VP Head of Digital and Content, PGIM Marketing
- Jason Stokar, VP, Marketing, InvestingChannel
- John Von Brachel, SVP, Content Marketing Executive, Bank of America
- Catherine Weigel, Vice President, Content, ProShares
11:40: Group Discussion: Taken Seriously: Making Media Matter in a “Fake News” World
12:00 PANEL: Financial Marketing’s Formula For Success: What Makes An Effective Team
- David Blackburn, Head of Digital Marketing, DTCC
- Maureen Duff, Managing Director, Global Head of Marketing, Pershing, a BNY Mellon Co.
- Gail Gross, Director, UHNW Segment & Field Enablement Marketing, Bank of America/Merrill Lynch
- Dan Mcgrath, Executive Director, Strategic Marketing & Communications, UBS
12:40: Closing Remarks
12: 45 Forum Closes
Ticket Pricing:
$395 Per Person
Partner-Members: $50 Discount
Questions?
Samantha Wreaks
Gramercy Institute
212-752-0151
swreaks@financialadvertising.com