Private / Public Convergence: What Marketers Need To Know

FCS Chicago celebrates the summer with a timely panel discussion on Private / Public Convergence—what it is, why it matters, and how marketing leaders are communicating its implications to investors, advisors, institutions, and the broader marketplace.

We’re excited to be hosted by Morningstar, our exclusive programming partner, for this special Cocktails with Content event on Tuesday, July 14, at their Chicago headquarters.

  • As asset managers, wealth platforms, RIAs, fintechs, and institutional investors respond to the continued convergence of public and private markets, financial marketers face a new challenge: how to explain increasingly complex investment themes with clarity, credibility, and commercial relevance.

The program will open with a brief presentation from Brian Moriarty, Principal, Fixed Income, Manager Research, US, at Morningstar, highlighting key trends shaping the public and private markets.

A panel discussion, moderated by Nicolette Konkol, SVP, Corporate Marketing, Morningstar, will follow, exploring how financial marketers are responding through clearer messaging, stronger education, sharper positioning, and more differentiated content. Our panelists include:

  • Kimberly Boone, U.S. CEO, Ptarmigan Media
  • Kelly Howard, Partner, Head of Marketing, Adams Street Partners
  • Additional panelist to be named.

In gratitude to Morningstar, FCS Chicago will donate $1,000 to the children’s charity of their choice.

Join us for an evening of timely insights, practical perspective, and networking with financial marketing, communications, and media professionals.

  • Start July 14, 2026 04:30 PM CDT
  • End July 14, 2026 06:30 PM CDT
  • Location Morningstar 22 W. Washington Street Chicago

Tickets

Speakers

Panelist Kimberly Boone

U.S. CEO

Kimberly Boone is U.S. CEO of Ptarmigan Media, which she joined in 2015.

Panelist Kelly Howard

Head of Marketing

Kelly Howard is Partner, Head of Marketing, at Adams Street Partners, which he joined in 2020.

Moderator Nicolette Konkol

SVP, Corporate Marketing,

Nicolette Konkol is SVP, Corporate Marketing, at Morningstar, which she joined in 2020.

Presenter Brian Moriarity

Principal

Brian Moriarity is a Principal, Fixed Income, Manager Research, US, at Morningstar, which he joined in 2013.

Sponsors