JFAM:FORUM @ NYSE

“WHAT IS THE FUTURE OF FINANCIAL MEDIA?”

The Gramercy Institute invites you to join us for its annual JFAM:Forum @ NYSE.  This important event takes place on the morning of Friday, June 29th at the New York Stock Exchange in New York’s financial district. Breakfast will be served.

This morning forum seeks to answer one overarching question: “What is the future of financial media?”  This essential question will be answered through a series of 30-minute panel discussions, each through its own unique lens:

• Branding & Reputation Panel
• Measurement & Optimization Panel
• Social Media Panel
• Mobile & Tablet Panel
• Audience Targeting Panel


AGENDA:

8:00-8:30         CONTINENTAL BREAKFAST IS SERVED

8:30-8:40         OPENING REMARKS

• Bill Wreaks, Chief Analyst, The Gramercy Institute

8:40-9:00         RESEARCH HIGHLIGHTS: Future of Financial Media: Owned, Earned & Purchased 

9:00-9:30         PANEL: THE FUTURE OF FINANCIAL MEDIA: Audience Targeting

• Delia Delisser, Director of Women’s Marketing, ING Investments
• Kathleen Wrynn, Interactive Mktg & Social Media, Deutsche Bank Asset Management
• Jon Dean, Founder, Dean Media Group
• Ken Hevert, VP/Head, Individual & Small Business Retirement, Fidelity Investments

9:30-10:00       PANEL: THE FUTURE OF FINANCIAL MEDIA: Social Media

• David Blackburn, SVP Marketing, US Trust /Bank of America
• Jayme La Cour, Director of Social Media, Putnam Investments
• Christopher X. Maloney, Chief Marketing Officer, Wells Fargo Advisors
• Amy Millard, Vice President, Marketing, Hearsay Social

10:00-10:30     PANEL: THE FUTURE OF FINANCIAL MEDIA: Measurement & Optimization

• Tim Mickelborough, VP, Global Brand Marketing, Thomson Reuters
• Marisa Ricciardi, SVP & Global Head of Marketing, NYSE Euronext
• Kara Segreto, Chief Marketing Officer, Retirement Products, Prudential
• Jeffrey Wilson, SVP, Marketing, GE Capital

10:30-11:00     BREAK: Coffee & Refreshments Are Served

11:00-11:30     PANEL: THE FUTURE OF FINANCIAL MEDIA: Branding & Reputation

• Terry McDougal, Director of Marketing, BMO Capital Markets
• Gene Nelson, VP, Customer Experience, JPMorgan Chase/Wealth Management
• Kimberlee  Mertz, SVP, Director of Advertising and Brand, Barclays Capital
• Rio Slaven, CMO, APMEX Inc.

11:30-12:00     FOCUS PANEL: THE FUTURE OF FINANCIAL MEDIA: Mobile & Tablet

• Phil Parrotta, Head, Brand, Adv. & Integrated Marketing, OppenheimerFunds, Inc.
• Gordy Abel, Executive Director, Digital Marketing, JPMorgan Chase
• Bill Collins, VP Customer Acquisition, Gain Capital/FOREX

12:00-12:30     THREADS, THEMES & SYNTHESIS

• Bill Wreaks, Chief Analyst, The Gramercy Institute

For Questions Contact