Events
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Dynamic Marketing Management in the Age of Intelligence
FCS Philadelphia will stage a highly focused Education Summit on Tuesday, June 11, at FS Investments on the theme “Dynamic Marketing Management in the Age of Intelligence.” The content of this event will be driven by the research and work of Frank Dudley, president of Financial Marketing Institute (FMI) and professor at Northwestern University |…
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Paul Zettl, Chief Marketing Officer, Cohen & Steers
Industry veteran Paul Zettl will make his debut on our virtual stage when he joins us for FCS MOVES on June 12. As Chief Marketing Officer for global investment manager Cohen & Steers, Paul is responsible for strategic oversight and leadership for the global marketing function including channel marketing, digital, creative services, advertising, brand management, product marketing, social and…
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What Financial Advisors Think About Your Marketing
FCS Philly’s first virtual event of 2024 gives financial marketers the opportunity to hear directly from financial advisors about what works – and doesn’t work – when it comes to marketing to intermediaries. Three advisors will share their experience in receiving marketing from the likes of asset managers, insurance companies, and fintechs. In this panel…
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MFS: 100 Years, with Hannah Davis, Senior Director, Corporate Communications
In 1924, MFS Investment Management launched the first open-end mutual fund in the U.S. One hundred years later, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, MFS celebrates a century of active management. In our April 29th FCS Spotlight virtual event, Hannah Davis, Senior Director, Corporate Communications at MFS, will…
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SOLD OUT: Branden Jones, CMO, Aladdin by Blackrock
This event is sold out. FCS New York turns the spotlight onto Branden Jones, Managing Director, Chief Marketing Officer for Aladdin by BlackRock for an in-person breakfast event on April 18 at the New York Yacht Club. Branden will be interviewed by Lauren Young, Editor for Digital Special Projects at Reuters, our programming partner for…
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Bill Fox, Head of Brand, Empower
Empower will make its debut on the FCS stage when Bill Fox, Head of Brand, joins us for our Members Only Virtual Event Series on Monday, May 13th. Bill will be interviewed by FCS Executive Board Director Katherine Divney of Dotdash Meredith, our programming partner for this event. Recognized as the second-largest retirement services provider…
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What Wealth Managers Really Think About AI
The FCS is proud to partner with Arizent for a free virtual event on March 18 that will further the ongoing important discussions about the use of generative AI in financial services. Everyone is struggling to understand how the advent of newly popular forms of artificial intelligence will affect their work, and wealth managers are…
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Marketer Sentiment Outlook 2024
In December 2023, the FCS, in partnership with 2112 Communications, conducted our inaugural Financial Marketer Sentiment Survey, asking client-side marketers about their plans, expectations and ambitions for 2024. On Monday, February 5, we’ll present our findings in a free virtual event, which will include a panel discussion with three marketing executives from leading financial brands.…
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Education Summit: Optimizing Customer Experience – SOLD OUT
This event is sold out. The FCS will stage a full-morning Education Summit on Wednesday, January 31, at the New York Yacht Club, on the theme “Optimizing Customer Experience in Financial Services.” The content of this event will be driven by the research and work of professors at Northwestern University‘s Medill School of Journalism, Media,…
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30th Annual FCS Portfolio Awards Gala
THE GALA IS SOLD OUT! The 30th Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City. Our legendary black tie event will again be staged in this famed landmark for another unforgettable in-person experience. We’d like to thank that our headline sponsors: Gold:…
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Marketing Alternative Investments
FCS Chicago opens the new year with a breakfast event hosted at Dotdash Meredith that will feature a panel discussion on “Bridging The Gap: Marketing’s Role In Bringing Alternative Investments To All Investors.” On Thursday, January 18, Scott Wentworth, CEO & Founder of Wentworth Financial Communications, will moderate the conversation with a group of experienced…
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Advisor Marketing: 2024 Outlook
FCS Philadelphia opens the new year with a breakfast event on Thursday, January 18, featuring a panel discussion on Advisor Marketing. Our panel includes: The conversation will be moderated by Kimberly Beck, Head of Client Marketing Strategy, Janney Montgomery Scott. Join us at the Wayne, Pennsylvania, headquarters of Hartford Funds for this event — a…
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Beth Wood, EVP, Chief Marketing Officer, Principal Financial Group
When we launched FCS MOVES in 2020, Beth Wood was our eighth guest in our wildly popular virtual event series for FCS Members only. Now, after 50 additional guests and nearly $60,000 donated to children’s charities, we’re delighted to welcome Beth back as our first returning guest of honor. Join us at 1:00pm ET on…
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Financial Marketer of the Year Gala 2023 – SOLD OUT
THIS EVENT IS SOLD OUT. On Thursday, November 30th, we will celebrate the 18th Annual FCS Financial Marketer of the Year (FMY) Award at an in-person gala dinner at the New York Yacht Club. We will honor this year’s winner, along with the two runners-up, who have been selected by our panel of judges from…