Events
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Michelle Malcolm, Vice President, Institutional Marketing, E*TRADE, at FCS Chicago Executive Spotlight Luncheon
FCS Chicago is excited to host an Executive Spotlight luncheon with Michelle Malcolm, VP of Institutional Marketing at E*TRADE, on Thursday, March 12 at the Union League Club of Chicago. Michelle will sit for a fireside chat with Tara Giuliano, Head of Client and Product Marketing for Nuveen (who was a panelist at our Brand…
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Kari Axberg, Co-Head of Marketing, New York Life at FCS New York CMO Luncheon Series
For our February luncheon, FCS New York welcomes Kari Axberg, Co-Head of Marketing, New York Life, as our guest speaker at the New York Yacht Club on Thursday, February 27th. New York Life is the third-largest life insurance company in the U.S. and the largest mutual life insurance company in the country. Having run an…
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“How Wealth Managers Must Differentiate Themselves”
FCS New York is delighted to deliver an important breakfast content program for wealth management/asset management marketers who are struggling with differentiation at either the enterprise level or advisor level. Gone are the days of relying on products or performance as differentiators; instead, investors want to form a relationship with their financial advisors and become…
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“Financial Marketers Enter the Streaming Wars”
FCS San Francisco will stage its first breakfast event of 2020 with a very topical theme: the impact of streaming and digital on financial marketing and the continued evolutionary growth of traditional advertising. When it comes to advertising, marketers need a multi-faceted approach to remain on the cutting edge of digitalization. Over the top (OTT)…
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Paul Gennaro, SVP, Chief Brand & Communications Officer, Voya Financial, at FCS New York CMO Luncheon Series
FCS New York opens the New Year by continuing its CMO luncheon series. Our January speaker will be Paul Gennaro, SVP, Chief Brand & Communications Officer, Voya Financial, on Thursday, January 30th. Voya's Retirement business is a leading provider of retirement products and services in the U.S., serving more than 49,000 institutional clients and nearly…
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One-on-One Talk with American Express’ Howard Grosfield, EVP & General Manager, U.S. Consumer Marketing Services
The last content event for the FCS in 2019 will be a unique breakfast in New York, where our exclusive programming partner Google has arranged a one-on-one conversation with Howard Grosfield, Executive Vice President & General Manager, U.S. Consumer Marketing Services, at American Express. In addition to managing all marketing activity for Amex's Consumer Card…
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“What High-Net-Worth Investors Want from Their FAs”
FCS Chicago is delighted to partner with CFA Institute for our last event of 2019, when we host a luncheon focused on an important topic for marketers: "What High-Net-Worth Investors Want from Their FAs." High-net-worth individuals have complex wealth management needs, and they're not afraid to consider a new wealth manager when their needs are…
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Living Ratings: Brand & Digital Intelligence of Asset Managers
The FCS welcomes the return of Living Group for the third annual presentation of their proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the Global 100 Asset Managers. Living's CEO Kate Shaw will be on hand to reveal the rankings of the Top 10, as the report will be launched globally…
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One-on-One Talk with Renee Brown, SVP, Marketing at OptumCare
FCS Charlotte is excited to present a unique luncheon event, featuring a one-on-one interview with veteran financial marketer Renee Brown, who joined OptumCare (division of UnitedHealthcare) in December 2018 as its Senior Vice President of Marketing. In addition to her storied career at TIAA, Wells Fargo and Wachovia, Renee has a historic connection to the…
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“Millennial Investing and Financial Wealth”
FCS Boston will focus on fresh research about marketing to millennials for its last event of 2019. Joetta Gobell, Vice President, Research and Insights at Dotdash, will present Millennial Investing Insights, followed by a panel discussion with industry executives on the challenges, opportunities, and best practices for marketing to millennials. Millennials now make up the largest…
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FCS Race for Kids 2020: Marketing Summit & Charity Ski Weekend
We are excited to host the 21st Annual FCS Race for Kids at the luxurious Stowe Mountain Resort. This legendary event brings together each component of the FCS mission: Community, Education, Philanthropy. COMMUNITY: Race for Kids is a family-friendly event, where guests experience unparalleled personal and professional networking with industry colleagues. Spending time together skiing…
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Jennifer Breithaupt, Global Consumer CMO, Citi, at FCS New York CMO Luncheon Series
FCS New York is proud to welcome Jennifer Breithaupt, Global Consumer CMO, Citi, as the guest speaker at our monthly CMO Luncheon series on Tuesday, November 12. This event will be held at The University Club. Citi’s Global Consumer Bank (GCB), a global digital banking leader in credit cards, wealth management and commercial banking, serves…
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14th Annual FCS Marketer of the Year Award Gala
To celebrate the 14th annual presentation of the prestigious FCS Financial Marketer of the Year award, we invite you to join us for a Gala Dinner on Thursday, November 21st at The New York Yacht Club in midtown Manhattan. This event will pay tribute to the 2019 FMY Award winner and the top two runners…
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SOLD OUT “Brand Purpose in Financial Marketing”
THIS EVENT IS SOLD OUT. On March 10, the FCS will present “Brand Purpose in Financial Marketing,” hosted by The New York Times, our exclusive programming partner for this exciting breakfast event. Featuring a panel discussion with senior marketers from leading financial brands, we’ll stage a highly interactive conversation about how corporations are shifting the…
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SOLD OUT: “Financial Marketing 2020: Digital Strategies Take the Lead”
THIS EVENT IS SOLD OUT. The FCS is delighted to partner with Northwestern University and Brand New Media to present a special Education Summit: "Financial Marketing 2020: Digital Strategies Take the Lead." Frank Dudley will present current insights from Brand New Media’s annual research along with distilled recommendations by which to prioritize digital marketing investment…
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SOLD OUT: Digital Marketing of Financial Services 2020
THIS EVENT IS SOLD OUT. The FCS is delighted to partner with Northwestern University and Brand New Media to present a special Education Summit: "Digital Marketing of Financial Services 2020." Hosted at Bloomberg's NYC headquarters, this is a FREE EVENT for FCS Members. Registration is required. Please contact FCS Admin Coordinator Vanessa Sandri at [email protected]…