Marketing Alternative Investments

FCS Chicago opens the new year with a breakfast event hosted at Dotdash Meredith that will feature a panel discussion on “Bridging The Gap: Marketing’s Role In Bringing Alternative Investments To All Investors.”

On Thursday, January 18, Scott Wentworth, CEO & Founder of Wentworth Financial Communications, will moderate the conversation with a group of experienced financial marketers responsible for leading the marketing of alternative and private markets investments at their brands. Confirmed panelists include:

  • Kate Chmielewski, Managing Director of Marketing, Cresset Partners
  • Jessica Leggett, Vice President of Marketing, Harrison Street Partners
  • Katie Flynn, VP, U.S. Wealth Client Marketing Campaigns Manager, Nuveen

As investors of all types look to dial up their exposure to non-traditional asset classes, the asset management industry is focused on bringing alternative investment strategies to individual investors and their advisors while also expanding their alternatives and private markets capabilities for institutions. Marketing teams are at the front lines of this high stakes battle for market share and portfolio allocations.

Join us to hear our panel discuss the state of alternative investment and private markets marketing and share lessons on how they use communications and content strategy to expand the reach of their stories.

Sign up to be a Content Champion Sponsor and receive 5 tickets plus branding before and at the event.

In gratitude to our panelists, the FCS will donate $1,000 to Chicago Scholars, which provides students with the resources, training, and opportunities to navigate the college application process, graduate, and transition into a professional career.

Our thanks to Wentworth Financial Communications, our programming partner, and Dotdash Meredith, our host sponsor, for making this event possible.

For more information about FCS Chicago, please contact chapter president Rachel O’Block, Dotdash Meredith.

  • Start January 18, 2024 08:30 AM CST
  • End January 18, 2024 10:00 AM CST
  • Location Dotdash Meredith OneTwo Pru 130 East Randolph 11th Floor Chicago

Speakers

Panelist Kate Chmielewski

Managing Director, Marketing

Kate Moulton Chmielewski serves as Managing Director of Marketing for Cresset Partners where she leads and manages the marketing process from research and planning to execution and analysis. She is responsible for developing and implementing strategic and tactical marketing programs that support the overall growth initiatives for Cresset Partners. Kate most recently served as the […]

Panelist Jessica Leggett

Vice President, Marketing Communications

Jessica Leggett is Vice President, Marketing Communications at Harrison Street, which she joined in 2011.

Panelist Katie Flynn

VP, U.S. Wealth Client Marketing

Katie Flynn is VP, U.S. Wealth Client Marketing Campaigns Manager at Nuveen, which she joined in 2022.

Moderator Scott Wentworth

CEO & Founder

As the CEO of Wentworth Financial Communications, Scott leads a team of writers and content strategists focused on creating investment-grade content for leading brands across the asset management, wealth management, investment banking, private equity, consulting, and accounting industries. Scott is a frequent speaker on topics related to content strategy for the CFA Society, Investment Management […]

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