Financial Communications Society

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Events

Breakfast

"Financial Marketing Challenges & Priorities for 2...

New York
21
Aug
08:00
am
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Event Summary:

The FCS New York is proud to partner with SiriusDecisions as our exclusive programming sponsor on the staging of our August breakfast on "Financial Marketing Challenges & Priorities for 2019."

The event will open with a presentation of the brand-new results of SiriusDecisions’ annual CMO survey.

Then we'll turn to our panel of senior marketers for their insights on the approach they'll be taking following Labor Day as they undertake planning for 2019.  What are their priorities?  What are the challenges they'll face?  How can existing and new resource partners help them acheive success?

We'll talk about their growth strategies as well as those areas that need improvement.  Topics might range from the media mix to talent and headcount.  We'll hone in on challenges around client engagement... from the difficulty in gathering and interpreting accurate data to the development and distribution of relevant brand content.

Ultimately, we'll ask about how they believe their marketing investments can be optimized.

Join us for a provocative and informative breakfast presentation and discussion.

Sponsors:

  • Exclusive Programming Partner:

    SiriusDecisions

Featuring:

  • Zoya Wang LevinPanelist

    VP, COO and Strategy, Wealth Management Marketing

    Morgan Stanley
  • Kirti NaikPanelist

    Global Head of Brand & Digital Insights

    Russell Investments
  • Erik SchnebergerPanelist

    SVP, Head of Marketing

    OppenheimerFunds
  • Robert McKinnonPresenter

    Practice Leader - Financial Services

    SiriusDecisions

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$60.00
Non-Member Price:
$125.00

This event has ended

Penn Club of New York, 30 W 44th Street, New York City
Social

FCS YMC New York Summer Social 2018

New York
22
Aug
06:00
pm
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Event Summary:

The FCS Young Members Circle celebrates the summer of 2018 with an evening of cocktails, hors d’oeuvres and networking, at the rooftop bar at 230 Fifth.

Join us for the fun, bring your friends, and meet new ones.

Sponsors:

  • Event Sponsor:

    The New York Times

Tickets:

Young Members Circle Price:
$55.00
Non-Member Price:
$70.00

This event has ended

230 Fifth Rooftop Bar, 230 Fifth Avenue, New York City
Social

"Fintech and Traditional Finance: Lessons for Bett...

SAN FRANCISCO
12
Sep
06:00
pm
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Event Summary:

FCS West will stage its first-ever event in San Mateo when we venture to the offices of Franklin Templeton for a Cocktails with Content reception on "Fintech and Traditional Finance: Lessons for Better Collaboration."

According to the World FinTech Report 2018, more than 75 percent of fintech executives surveyed said their primary business objective is to collaborate with traditional firms, such as banks and insurance companies. Our event will feature a panel discussion of the best practices for collaboration between these two communities.

Additional panelists to be announced.

Sponsors:

  • FCS West Diamond Sponsor:

    Oath, a Verizon company
  • FCS West Platinum Sponsor:

    Insider Inc.
  • FCS West Platinum Sponsor:

    Investing Media Solutions
  • FCS West Platinum Sponsor:

    Seeking Alpha
  • Event Sponsor & Host:

    Franklin Templeton Investing

Featuring:

  • Austin TrombleyPanelist

    Vice President

    Franklin Templeton
  • Anne VanderMeyPanelist

    Venture Capital Editor

    Bloomberg
  • Ravi MisquittaModerator

    SVP Marketing Strategy and Technology

    Franklin Templeton Investments

Tickets:

Membership Price:
$95.00
Young Members Circle Price:
$80.00
Non-Member Price:
$110.00

This event has ended

Franklin Templeton Investments, 1 Franklin Pkwy, San Mateo, CA
Lunch

Frank Cooper III, CMO, BlackRock at FCS New York C...

New York
13
Sep
12:00
pm
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Event Summary:

FCS New York is excited to open our 2018/2019 fiscal year with its highly successful CMO luncheon series with guest speaker Frank Cooper III, Chief Marketing Officer of BlackRock, the world's largest asset manager.

Known for its world-class capabilities, BlackRock offers a comprehensive range of products and services across asset classes, geographies and investment strategies. The firm has 135 investment teams in 30 countries.

As a firm, BlackRock has been very vocal about its role as a fiduciary for its clients and about its responsibilities as a public company, focusing on long-term sustainability. Its stated corporate citizenship considers environmental, social and governance issues that have real and quantifiable financial impacts over the long-term for itself and for the firms in which it invests.

Frank Cooper, in his debut presentation to the FCS, will discuss BlackRock's branding strategy as an asset manager, employer and public corporation.

SEATING IS STRICTLY LIMITED and THIS EVENT IS EXPECTED TO SELL OUT.  PLEASE RESERVE YOUR TABLE / TICKETS ASAP.

Sponsorships are available for this lunch; please contact FCS CEO Kevin Windorf.

Sponsors:

  • Presenting Sponsor:

    InvestingChannel
  • Raffle Sponsor:

    Emerging Market Media

Featuring:

  • Frank Cooper IIIGuest speaker

    Chief Marketing Officer

    BlackRock

Tickets:

Membership Price:
$115.00
Young Members Circle Price:
$100.00
Branded Table () Price:
$1,500.00
Non-Member Price:
$170.00

This event has ended

University Club, 1 W 54th Street, New York City
Breakfast

"The Rise of Responsible Investing"

Boston
20
Sep
08:00
am
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Event Summary:

FCS Boston, in partnership with Eaton Vance, will stage a breakfast panel discussion around "The Rise of Responsible Investing."

ESG assets have continued to rise over the past few years, as asset managers and investors alike have sought higher returns by seeking socially responsible opportunities in the marketplace.  The concept of impact investing is driving portfolio managers to find ways to align their offerings with investors’ core social values while still reaping financial rewards.

Our panelists will discuss how their companies are approaching this trend, how it's being fueled by more socially engaged investors, and whether the ideology will prove sustainable and scalable.

Join us for a breakfast event that will be of great interest to the marketers who look to support and communicate this dynamic investment sector.

The breakfast will be hosted by Eaton Vance in their offices at 2 International Place, Boston, in the Seminar Rooms on the 3rd Floor.

Sponsors:

  • Event Sponsor & Host:

    Eaton Vance

Featuring:

  • Anthony EamesPanelist

    VP, Director of Responsible Investment Strategy

    Eaton Vance
  • Chris BerryPanelist

    Vice President, ESG Solutions

    State Street
  • Emily ChewPanelist

    Global Head of ESG Research and Integration

    Manulife Asset Management
  • Marla SkeffingtonPanelist

    Vice President of Retirement Strategies

    Natixis Investment Managers
  • Noel FriedmanModerator

    Business Manager, ESG Research Products

    MSCI Inc.

Tickets:

Membership Price:
$50.00
Young Members Circle Price:
$40.00
Non-Member Price:
$75.00

This event has ended

Eaton Vance, 2 International Place, Boston
Breakfast

"The Next Generation of Investor Trust"

SAN FRANCISCO
25
Sep
08:00
am
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Event Summary:

FCS San Francisco will partner with CFA Institute for a breakfast presentation and panel discussion on "The Next Generation of Trust." CFA Institute recently conducted a global survey on the state of investor trust, examining changes in investor expectations around the world and how a new generation of investors and new investment tools are affecting the nature of trust.

Trust remains as the bedrock that supports the financial markets and underpins the investment management industry. Marketers must stay on top of how our companies, products, services, and most importantly our brands are perceived through the filter of trust.

Sponsors:

  • FCS West Diamond Sponsor:

    Oath, a Verizon company
  • FCS West Platinum Sponsor:

    Insider Inc.
  • FCS West Platinum Sponsor:

    Investing Media Solutions
  • FCS West Platinum Sponsor:

    Seeking Alpha
  • FCS West Gold Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Mitre Media
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    Reuters
  • FCS West Gold Sponsor:

    The Wall Street Journal

Featuring:

  • Robert StammersPresenter

    Director of Investor Engagement

    CFA Institute

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$65.00
Branded Table (8) Price:
$640.00
Non-Member Price:
$90.00

This event has ended

Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco
Lunch

Jennifer Halloran, MassMutual's head of Brand & Ad...

New York
17
Oct
12:00
pm
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Event Summary:

FCS New York is delighted to continue our highly successful CMO luncheon series with guest speaker Jennifer Halloran, Head of Brand, Advertising, Community Responsibility and Customer Acquisition programs for MassMutual.

With 9,500 advisors, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. MassMutual offers a wide range of financial products and services, including life insurance, disability income insurance, long term care insurance, annuities, retirement plans and other employee benefits.

MassMutual's current marketing campaign centers around "Acts of Mutuality," which speaks to physical, emotional and financial ways that people support their loved ones.  Jennifer Halloran will share the insights behind MassMutual's branding strategy.

Sponsorships are available for this lunch; please contact FCS CEO Kevin Windorf.

Featuring:

  • Jennifer HalloranGuest speaker

    Head of Brand, Advertising & Comm. Resp.

    MassMutual

Tickets:

Membership Price:
$115.00
Young Members Circle Price:
$100.00
Branded Table (10) Price:
$1,500.00
Non-Member Price:
$170.00

This event has ended

The New York Yacht Club, 37 West 44th Street, NYC

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