Events
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“Benchmarking Brand & Digital Intelligence of Asset Managers”
The FCS welcomes Living Group for a second 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 in conjunction with…
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“Marketing Financial Technology to Investors”
FCS Chicago will host a luncheon on "Marketing Financial Technology to Investors" at the Union League Club. Our panel of experts will discuss the importance of the latest technology tools to investors. From a marketing perspective, they'll discuss how various tech tools make a difference in lead generation, client engagement, and client loyalty. The topic…
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20th Anniversary FCS RACE FOR KIDS Marketing Summit & Charity Ski Weekend
We are proud to host our 20th Anniversary FCS Race for Kids at the luxurious Lodge at Spruce Peak (formerly known as Stowe Mountain Resort). Our biggest charity fundraiser of the year, Race for Kids supports: Hope & Heroes Columbia University Medical Center Downey Side Adoption Agency Make-A-Wish Foundation of Vermont In addition to the…
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13th Annual FCS Marketer of the Year Award Gala, celebrating E*TRADE
To celebrate the 13th 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 29th at The New York Yacht Club in midtown Manhattan. This event will pay tribute to the 2018 FMY Award winner E*TRADE Financial; Chief Marketing Officer…
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“Change Management: Best Practices for Communicating Significant Changes”
On October 9th, FCS Milwaukee will stage its second breakfast of 2018. The topic will be "Change Management: Best Practices for Communicating Significant Changes to Internal and External Stakeholders." Whether a merger or acquisition, leadership change, or reorganization, how financial services firms communicate major changes to internal and external stakeholders can have major implications—good or…
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“The Next Generation of Investor Trust”
FCS San Francisco will partner with CFA Institute for a breakfast presentation and panel discussion on "The Next Generation of Trust." CFA Institute recently conducted a global survey on the state of investor trust, examining changes in investor expectations around the world and how a new generation of investors and new investment tools are affecting…
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Jennifer Halloran, MassMutual’s head of Brand & Advertising, at FCS New York CMO Luncheon Series
FCS New York is delighted to continue our highly successful CMO luncheon series with guest speaker Jennifer Halloran, Head of Brand, Advertising, Community Responsibility and Customer Acquisition programs for MassMutual. The theme of her presentation will be "“Activating your brand – using moment-led strategies to surround your audience and make the message relevant.” With 9,500…
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“The Rise of Responsible Investing”
FCS Boston, in partnership with Eaton Vance, will stage a breakfast panel discussion around "The Rise of Responsible Investing." ESG assets have continued to rise over the past few years, as asset managers and investors alike have sought higher returns by seeking socially responsible opportunities in the marketplace. The concept of impact investing is driving…
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“Crypto: The Most Exciting Alternative Asset”
The FCS New York is proud to partner with CoinDesk as our exclusive programming sponsor on the creation of a very special luncheon panel discussion. On August 16th, we meet at the Harvard Club to learn about "Crypto: The Most Exciting Alternative Asset." In the beginning of the year, the FCS held a national survey,…
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SOLD OUT: Frank Cooper III, CMO, BlackRock at FCS New York CMO Luncheon Series
THIS EVENT IS SOLD OUT. FCS New York is excited to open our 2018/2019 fiscal year with its highly successful CMO luncheon series with guest speaker Frank Cooper III, Chief Marketing Officer of BlackRock, the world's largest asset manager. Known for its world-class capabilities, BlackRock offers a comprehensive range of products and services across asset classes,…
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“Financial Marketing Challenges & Priorities for 2019”
The FCS New York is proud to partner with SiriusDecisions as our exclusive programming sponsor on the staging of our August breakfast on "Financial Marketing Challenges & Priorities for 2019." The event will open with a presentation of the brand-new results of SiriusDecisions’ annual CMO survey. Then we'll turn to our panel of senior marketers…
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SOLD OUT “The Next Generation of Trust”
THIS EVENT IS SOLD OUT. FCS New York will partner with CFA Institute for a breakfast presentation and panel discussion on "The Next Generation of Trust." CFA Institute recenlty conducted a global survey on the state of investor trust, examining changes in investor expectations around the world and how a new generation of investors and…
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SOLD OUT: Marty Willis, CMO, Nuveen at FCS New York CMO Luncheon Series
THIS EVENT IS SOLD OUT. The CMO luncheon series hosted by FCS New York continues with Marty Willis, Chief Marketing Officer of Nuveen, the asset management unit of TIAA. TIAA is one of the oldest names in the retirement industry, founded by industrialist Andrew Carnegie in 1918. In January 2017, TIAA renamed its asset management…