GRAMERCY FORUM: SAN FRANCISCO
2014 & BEYOND: Best Strategies in Financial Marketing

The Gramercy Institute is pleased to announce a remarkable gathering of the top minds in financial services marketing. Gramercy Forum: San Francisco takes place at the Ritz-Carlton Friday morning (8:00-12:40), April 11, 2014. 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:  "2014 & BEYOND: Best Strategies in Financial Marketing." This is part of a 6-part global series taking place in financial marketing hubs around the world (Boston, Chicago, London, New York, Philadelphia, Toronto & San Francisco) in Q1 & Q2 of 2014. 

AGENDA

8:00  BREAKFAST IS SERVED

8:30  OPENNING REMARKS: Financial Marketing: 2014 & Beyond

• Bill Wreaks, CEO, Gramercy Institute

8:45  FINANCIAL LITERACY: Branding Through Education

• Ira Frankel, Vice President, Marketing, Everfi, Inc.

9:00  BRAND STORY: Defining, Crafting & Distributing The Financial Brand

• Gabe Dalporto, President (Mortgage) and Chief Marketing Officer, LendingTree
• Kirstin Falk, Managing Director, Marketing Innovation, Charles Schwab
• Ira Frankel, Vice President, Marketing, Everfi, Inc.
• Lisa Hurwich, SVP, Mktg Strategist, US Trust, Bank of America Global Wealth Management

9:30  STRATEGIES & EXECUTIONS: Lending Tree’s New Advertising

• Gabe Dalporto, President (Mortgage) & CMO, Lending Tree

9:45  LEAD GEN IN FINANCIAL: Lead Generation Strategies & Tactics at Work 

• Roberto Vecchiarello, Vice President Marketing, PENSCO Trust Company
• Bob Verrico, CEO, InvestingChannel
• Patrick Waters, Head of Defined Contribution Marketing, State Street Global Advisors

10:15  MARKETING TRENDS FOR 2014

• Daniel Rothman, Director of Commercial Marketing & Market Insight, Financial Times

10:30  BREAK

11:00  WISDOM OF CROWDS: Peer-based Advice in Financial Markets

• Katherine Divney, Vice President, Seeking Alpha

11:15  AUDIENCE GPS: Finding The Right Financial Audiences in 2014

• Joseph Fahr, Director of Marketing Analytics, Personal Capital
• Leslie Paladin, SVP, Mass Affluent Client Segment, Bank of the West
• Mark Ryan, Chief Analytics Officer, Extractable

11:45  CONCEPT 180: A New World Order For Financial Services

• Bob Verrico, CEO, InvestingChannel

12:00  SOCIAL SKILLS:  Social Marketing Strategies That Work in Financial

• Jennifer Cronin, Director of Social Content, BlackRock & iShares
• Katherine Divney, Vice President, Seeking Alpha
• Matt Dunn, VP, Digital Publishing & Social Strategies, Franklin Templeton Investments
• Tatiana Howard, Advisor Services Brand Marketing, Managing Director, Charles Schwab
• Juan Silvera, Senior Vice President, E-Marketing, Union Bank

12:30  CLOSING REMARKS

 

12:40  FORUM CLOSES