Marketing & Communications Intelligence for The World’s Leading Financial Firms



($395 per person or 4 tix for price of 3)


Thursday January 21, 2016 from 8:00 AM to 12:30 PM EST
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Thomson Reuters
3 Times Square
30th Floor
New York, NY 10036


Samantha Wreaks
Gramercy Institute


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Our Year Ahead: Strategies for Success 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 Thursday morning January 21, 2016 (8:00AM-12:30 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: Our Year Ahead: Strategies for Success in Financial Marketing.


8:00 BREAKFAST: Breakfast is Served
8:30  OPENING REMARKS:  Tomorrow’s Tools & Strategies?
  • Bill Wreaks, Chief Analyst, Gramercy Institute
8:50  PANEL: Today & Tomorrow: Media Strategies for Financial Marketing Success
  • Tammy Cash, EVP, Head of Marketing, Horizons Exchange Traded Funds
  • Eric van den Heuvel, Managing Director, Media, The Gate NY
  • Walter Mills, President, AndWalter Inc.
  • Bob Verrico, Executive Chairman, InvestingChannel 

Intuitive Insights: 2016-Year Of The Syncopated Strategy (Part 1)

  • Greg Yates, Chief Creative Officer, InvestingChannel
9:55  PANEL: Content Strategies that Work (& Why) in Financial Marketing
  • Jessica April, Reuters Global Head of Strategic Partnerships, Reuters
  • Jared Barchus, Global Social Media Community Manager, Morgan Stanley
  • Mike Goldberg, Director, Global Content Marketing, Dun & Bradstreet
  • Robert Hawryluk , AVP, Director, Retirement Content, Prudential Financial
10:30  BREAK: Coffee & Conversation
11:00  PANEL: Leveraging (and Enhancing)The Financial Brand in 2016
  • Mark DiMassimo, CEO & Chief Creative Officer, DiMassimo Goldstein
  • Jon Ellenberg, SVP, Brand Delivery-Affluent Seg., Global Wealth & Invst. Mgmnt, Bank of America
  • Jason Farago, Head of Marketing & Communications, Americas, Real Assets, Deutsche Asset Management
  • Teri James, Managing Director, Head of Marketing & Communications, Conning
  • Tony Mirenda, Managing Director, Head of Global Communications, Moodys Corporation
11:40  PANEL: The Customer Journey: Why It Matters Now More Than Ever in Financial
  • Craig Dunham, General Manager & VP of Financial Services, Seismic
  • Georgia Galanoudis, Managing Director, IMPRINT, a Sullivan Content Lab
  • Mark Ly, Chief Operating Officer, Investopedia
  • Hunter Ricks, Manager, Content Marketing & Social Media, Lincoln Financial Group
12:15  CLOSING REMARKS: Industry Snapshot-Trends in Financial Marketing




($395 per person or 4 tix for price of 3)