“Kill Marketing to Save It: New Content-Driven Strategies for Financial Services Companies”

Robert Rose is a bestselling author, world-renowned marketing expert and the Chief Strategy Officer of the Content Marketing Institute. Robert’s first book, Managing Content Marketing, spent two weeks as a Top Ten marketing book on Amazon and is considered to be the 'owner’s manual’ of the content marketing process; his latest book Experiences: The Seventh Era of Marketing was recently published to rave reviews. He is also the co-host of the podcast PNR’s This Old Marketing, the #1 podcast as reviewed by MarketingPodcasts.com. Robert has led content marketing and customer experience engagements for consumer facing financial organizations such as Capital One, Banamex, and TD Ameritrade; and for business facing institutions such as BofA/Merrill Lynch, Blackrock, and the Capital Group.

Steven Shapiro is the founder and president of Communications Strategy Group (CSG®), with offices in New York, Chicago and Denver, and one of PR News’ 50 Game-Changers of PR for 2017. With more than two decades of experience working with financial services companies, Steven has built high-value marketing and PR content strategies that deliver measurable results for the firm’s clients, including Transamerica, Wells Fargo, Janus Capital, Farmers Insurance, the Bancorp and the Financial Planning Association. Steven is known for creating a unique matrix of content-driven influencer relations for CSG’s clients, while forwarding the firm’s culture of responsibility and value creation. Earlier in his career, Steven served as the vice president of corporate communications for Scudder Kemper Investments and Founders Funds after heading up public relations for the American Stock Exchange. He currently serves on the advisory board of Colorado State University Global Campus.

Jaime joined J.P. Morgan Asset Management in 2015.  She works closely with the firm's Integrated Marketing teams to ensure delivery of a brand platform that represents the organization's core values and unique capabilities as a leading asset manager. She focuses on raising awareness of J.P. Morgan Asset Management through compelling communications and targeted media activation. She supports the continued growth of this iconic brand as a driving global force by creating a consistent and powerful story.

A marketing veteran with more than 25 years of experience, Jaime's prior experience includes senior positions at Blackberry, Y&R, Deutsch, and Saatchi & Saatchi.