FCS YMC TALKS: “The Next Gen Investor”

FCS YMC will host its last event of 2019 at Seeking Alpha, a moderated panel discussion on "The Next Gen Investor."

As financial marketers, we are all innately aware of the greatest wealth transfer in the history of humankind. It has been estimated that Millennials stand to inherit $30 trillion from their predecessors, a phenomenon that has been a focus of conversation in our industry for the last couple of years. And as the digital natives of Generation Z enter the economy with potent force, the vast financial implication of younger generations will only continue to expand.

With a growing control of investable assets, distrust of the financial industry after The Great Recession, and a fine tuned technological ability, Millennials and Gen Z are the definition of complex, and will remain key targets if financial companies want to succeed in the years ahead.

Join the FCS YMC for networking and discussion on the importance of reaching the next generation of investors, and the methods financial marketers are using to ensure their brands are effectively communicating to this increasingly desensitized target.

 

  • Start November 7, 2019 06:00 PM EDT
  • End November 7, 2019 08:00 PM EDT
  • Location Seeking Alpha, 52 Vanderbilt Avenue, New York City

Speakers

Panelist Iordanka Katardjieva

Senior Manager, Advertising

Iordanka Katardjieva is Senior Manager, Advertising, for ProShare Advisors, which she joined in 2016. She is a hybrid strategist and results-oriented media expert, with over 10 years of experience in planning and implementing large scale cross-platform marketing campaigns. Iordanka is responsible for meeting all client business and marketing objectives through Digital Media and Emerging Media […]

Moderator Rebecca Oliver

Managing Editor of Opinion & Analysis

Rebecca M. Oliver is Managing Editor of Opinion & Analysis at Seeking Alpha. Prior to joining SA in 2011, she was Deputy Copy Chief at Forbes, where she facilitated production of high-profile special reports, like the Forbes 400, and helped to integrate the company’s web and print copydesks. Rebecca earned her degree in creative writing […]

Panelist Bre Rossetti

EVP, Strategy

Bre has a background in both creative and media, which gives her a unique perspective into client business. In her 15+ year career Bre has worked on both sides of the Atlantic.  Prior to landing on the East Coast, Bre was based in the UK where she where she was responsible for the launch of […]

Panelist Lauren Gimlett

Executive Director

Lauren Gimlett has spent fifteen years working in the financial services arena driving growth of technology-led products and services. She’s held roles in marketing, growth strategy, product development and customer experience in both the B2B and B2C space, spanning both start-up and corporate environments including Goldman Sachs, American Express and Betterment.  Currently, she leads Workplace […]

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