Events
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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…
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Peter Eliopoulos, CMO, M&T Bank and Wilmington Trust at FCS New York CMO Luncheon Series
The CMO luncheon series hosted by FCS New York continues with Peter Eliopoulos, Chief Marketing Officer for M&T Bank and Wilmington Trust. Peter's presentation will focus on "One company. One culture. Two brands." M&T Bank Corporation is a regional financial services company with more than $120 billion in assets. M&T Bank provides banking, insurance, investments,…
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“Impact Marketing for Impact Investing”
FCS Chicago will stage a luncheon panel on "Impact Marketing for Impact Investing: How Financial Communicators Are Explaining the Value of Socially Responsible Investing." Join us on Tuesday, June 19 at the Union League Club of Chicago, as our panel of marketing, sales and investing executives discuss the rise of impacting investing — and the challenges…
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“Marketing Financial Services to Women”
The FCS is expanding to Milwaukee with our inaugural event set for April 23. We're staging a breakfast on "Marketing Financial Services to Women" – one of the most popular topics we've covered in New York and Chicago, and will cover in Charlotte in June. Our Milwaukee panel of experts will lead the conversation around…