It’s been called the greatest wealth transfer in history: $84 trillion changing hands by 2045, with the majority going to Gen X and Millennial heirs. What does this historic transfer mean for markets and the financial industry? What trends, opportunities and challenges will evolve? How are brands innovating to reach these new audiences and differentiate themselves from their peers?
On Wednesday, March 12, the Young Members Circle (YMC) of the FCS NY chapter will stage our first “Cocktails and Content” event of 2025 on “What’s Next for Next Gen Marketing?” Join us at the Hudson Yards offices of host sponsor, BlackRock, to learn how financial brands are planning for this critical transition and adjusting their marketing strategies and tactics to reach a new generation of investors and stewards of wealth.
Our panelists include:
- Jennifer Shapiro, Senior Director of Global Content, Visa
- Miriam Raisner, Global Head of iShares Brand, BlackRock
- Allison Wolf, Invention+ Manager, Mindshare
The discussion will be moderated by Kristin Mommers, Global Director of Strategy, Bloomberg Media.
FCS Young Members Circle events are limited to guests age 39 and younger. Doors open at 5:00pm for refreshments and networking; the program will begin at 5:45pm.
Additional sponsorships are available. Please contact Hailey Brent, BNY Wealth, of the FCS Board of Directors and YMC Leadership Team.