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"Experiential Marketing: Bringing Financial Brands...

New York
06
Jun
06:00
pm
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Event Summary:

FCS New York's YMC Committee will stage an after-work panel discussion on "Experiential Marketing Bringing Financial Brands to Life" on June 6 at The Washington Post.

Today more than ever, financial brands need to go beyond traditional product push marketing.  Investment products are commoditized, advisors are craving access and millennial investors are demanding a better understanding of a brand’s values.

How can financial brands break through the clutter to deliver a meaningful message to today’s desensitized investor? Interactivity, exclusivity, and first-to-market executions will help financial brands win in this saturated investment landscape.

Join us at the Washington Post for cocktails, networking and a discussion on the importance of experiential marketing.

This event is limited to YMC members and other industry professionals age 35 and under.

Featuring:

  • Jaime KalfusPanelist

    Managing Director, Global Head of Brand Experience

    J.P. Morgan Asset Management
  • Al SilvestriPanelist

    Partner & Chief Creative Officer

    Coffee Digital
  • Paul TsigrikesModerator

    Vice President, Marketing & WP BrandStudio

    The Washington Post

Tickets:

Young Members Circle Price:
$50.00
Non-Member Price:
$75.00

This event has ended

The Washington Post, 20 W. 22nd Street, New York City
Breakfast

Culture-Driven Marketing Trends in 2018

SAN FRANCISCO
07
Jun
08:00
am
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Event Summary:

FCS San Francisco will stage a breakfast panel discussion around the rise of culture-driven marketing.  As we've seen an increase in the editorial focus on corporate culture, financial brands are carefully activating communications strategies to better tell their stories both internally and externally.  A marketing consideration has evolved around how to conduct business that does more than benefit shareholder value.  We'll talk about how companies are achieving success by focusing on the intersection of brand and culture... and the challenges faced by those whose brand equity has been diluted by concerns about their culture.

Become a sponsor

Sponsors:

  • FCS West Platinum Sponsor:

    Investing Media Solutions
  • FCS West Platinum Sponsor:

    Insider Inc.
  • FCS West Platinum Sponsor:

    Seeking Alpha
  • FCS West Gold Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Mitre Media
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    Reuters
  • FCS West Gold Sponsor:

    The Wall Street Journal

Featuring:

  • Lindsay TilesPanelist

    Vice President, Corporate Communications

    Charles Schwab
  • Sara SilversteinModerator

    Executive Editor

    Business Insider
  • Demetra AiraudiPanelist

    Head of Brand Communications

    Square
  • Tony WesslingPanelist

    Managing Partner

    Chromium

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$65.00
Branded Table (8) Price:
$640.00
Non-Member Price:
$90.00

This event has ended

Omni San Francisco Hotel, 500 California Street, San Francisco
Social

"Marketing Financial Services to Women"

Charlotte
07
Jun
04:30
pm
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Event Summary:

FCS Charlotte will stage its first full-blown "cocktails with content" panel discussion on June 7 at the beautiful Foundation for the Carolinas.  The topic will be "Marketing Financial Services to Women" – one of the most popular topics we've covered in New York, Chicago, and most recently, Milwaukee.

Our panel of experts will lead the conversation around this timely topic, with a particular focus on advertising  to the female demographic – a challenge that transcends audience segmentation and consumer psychographics.

The goal of this event is to drill down into the underserved financial needs of women.  Our panelists will discuss what every brand, agency and publisher need to know when targeting the female consumer, saver and investor.

Our program will open with a keynote presentation of Kantar’s recent research on "Winning over Women in the Financial Services Industry."

Join us for this exciting event as we delve into the world of women and investing... women and banking... women and consumer politics.

Sponsorships are available for this event; contact FCS Charlotte VP Michael O'Donnell.

  • Presenting sponsor ($1,500, exclusive) - 3 tickets
  • Partner sponsors ($1,000, limited to 3) - 2 tickets
  • Co-sponsors ($500) - 1 ticket
  • Social media sponsor ($500)

Sponsors receive branding pre-, on-site, and post-event.

Become a sponsor

Sponsors:

  • Presenting Sponsor:

    Kantar
  • Partner Sponsor:

    The Washington Post
  • Co-Sponsor:

    The Business Journals
  • Co-Sponsor:

    Insider Inc.

Featuring:

  • Anita WatkinsKeynote speaker

    Head of Qualitative

    Kantar
  • Pamela SeaglePanelist

    CSR Executive, Manager Global Women's Programs

    Bank of America
  • Jessica PatePanelist

    Senior Director, Brand

    Ally Financial
  • Phoebe ConnellyModerator

    Deputy Director of Video

    The Washington Post
  • Meghan LantierPanelist

    Chief Communications Officer

    Brighthouse Financial
  • Karen KistenmacherPanelist

    VP Marketing Program Manager for Wells Fargo

    Wells Fargo

Tickets:

Membership Price:
$40.00
Young Members Circle Price:
$35.00
Non-Member Price:
$45.00

This event has ended

Foundation for the Carolinas, 220 N Tryon Street, Charlotte
Lunch

Marty Willis, CMO, Nuveen at FCS New York CMO Lunc...

New York
14
Jun
12:00
pm
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Event Summary:

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 division Nuveen, taking the brand of a company TIAA purchased in 2014.

As a private asset manager with more than 100 years of service to clients, Nuveen brings together two great legacies to help investors around the world succeed. TIAA, pioneered retirement plans for teachers and other non-profit institutions, and Nuveen helped build America’s infrastructure through municipal finance.

TIAA created a unique structure that offers the scale of a large firm and the specialist expertise of investment affiliates with independent processes and cultures. Nuveen's standout capabilities include generating income for retirement, real assets, alternatives and responsible investing.

Marty Willis will discuss Nuveen's branding strategy and the marketing strategy for its products and services.

Become a sponsor

Sponsors:

  • Presenting Sponsor:

    Financial Planning
  • Partner Sponsor:

    Prosek Partners

Featuring:

  • Marty WillisGuest speaker

    Chief Marketing Officer

    Nuveen

Tickets:

Membership Price:
$110.00
Young Members Circle Price:
$100.00
Branded Table (10) Price:
$1,500.00
Non-Member Price:
$160.00

This event has ended

The New York Yacht Club, 37 West 44th Street, NYC
Social

FCS Charity Tennis Day 2018

New York
18
Jun
11:30
am
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Event Summary:

Hosted on the grass courts of the historic West Side Tennis Club in Forest Hills, Queens, FCS Charity Tennis Day will include something for everyone: tennis instructions, a round-robin doubles tournament, access to the Club’s facilities, awards, raffle prizes and ample opportunities for networking with colleagues. In addition, we are excited to again host a special "Courtside Forum" during the post-tennis cocktails.

(Sign up as a Doubles team and receive the Member discount on both tickets; contact FCS CEO Kevin Windorf to book a "doubles deal.")

Also, book a sponsorship because the event will feature a great line-up of client-side marketers, our content Forum, great branding pre-event and at the Club... plus this event helps drive the FCS' philanthropic mission of supporting:

  • Hope & Heroes Columbia Medical Center
  • Downey Side Adoption Agency
  • Make A Wish Foundation

 FCS Charity Tennis Day Schedule

  • 11:30 AM - Arrivals and light lunch
  • 12:00 PM - Pool is Open
  • 1:00 PM - Round-robin tournament begins
  • 1:00 PM - Group clinic begins
  • 4:00 PM - Cocktails and tournament finals
  • 4:30 PM - Break for showers and socializing
  • 4:45 PM/5:00 PM - "Courtside Forum" Content Session
  • 5:30 PM - Buffet dinner and awards on the terrace

Become a sponsor

Sponsors:

  • Pro Clinic Sponsor:

    BNY Mellon's Pershing
  • Grand Slam Sponsor:

    Reuters
  • Grand Slam Sponsor:

    SmartBrief

Tickets:

Membership Price:
$395.00
Young Members Circle Price:
$390.00
Non-Member Price:
$425.00

This event has ended

West Side Tennis Club, 1 Tennis Pl, Forest Hills, Queens, NY
Lunch

"Impact Marketing for Impact Investing"

Chicago
19
Jun
11:30
am
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Event Summary:

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 it poses for financial marketers.

For investors, the line between "doing well" and "doing good" has blurred. Whether through impact investing, socially responsible investing, or incorporating environmental, social, and governance (ESG) factors, asset management firms are increasingly serving investors who define ROI by broader, more humanitarian terms.

This shift has created new opportunities—and challenges—for financial communicators as they look to articulate their firm's approach to socially responsible investing. Featuring marketing practitioners from across the asset management industry, this luncheon discussion will look at how firms are educating investors about the various approaches to socially responsible investing, and how these communications align with the firm's larger branding efforts.   

 

Become a sponsor

Sponsors:

  • FCS Chicago Gold Sponsor:

    Dow Jones
  • FCS Chicago Gold Sponsor:

    Investor's Business Daily
  • FCS Chicago Gold Sponsor:

    Seeking Alpha
  • Partner Sponsor:

    McGuffin Creative Group

Featuring:

  • Colin Rennich, CFAPanelist

    Director of Sales

    Appleseed Capital
  • Elizabeth PultzPanelist

    Marketing, Retirement & Investment Services

    Aon
  • Blake PontiusPanelist

    Global Equity Portfolio Specialist

    William Blair
  • Scott WentworthModerator

    Founder and Head Financial Writer

    Wentworth Financial Communications

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$70.00
Branded Table (8) Price:
$640.00
Non-Member Price:
$90.00

This event has ended

Union League Club, 65 West Jackson Boulevard, Chicago
Social

"Purposeful Content"

Denver
19
Jun
06:00
pm
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Event Summary:

FCS Denver will stage a panel event exploring “Purposeful Content” on June 19th at the headquarters of our host sponsor Cactus.

We’ll explore topics and answer questions about content ranging from 'where to start' to 'how to measure success.' We’ll tackle questions such as:

  • How do you determine what content is most relevant and authentic to your brand

  • What are best practices for getting your target audience to engage with your content?

  • What should you avoid when building a content marketing campaign?

  • How do you identify the target audience best suited for your specific content?

  • How do your hire/staff the team to create the content?

This event will provide you the unique opportunity to meet the key players in the Denver financial marketing industry and engage with thought leaders in the area. Don't miss this exclusive opportunity to socialize with local marketing influencers while enjoying complimentary cocktails and appetizers.

Net proceeds from this and other FCS Denver events help fund our chapter's philanthropic mission of supporting children's charities.

SAVE THE DATE as full details will be posted here soon.

Sponsors:

  • FCS West Diamond Sponsor:

    Oath, a Verizon company
  • FCS West Platinum Sponsor:

    Insider Inc.
  • FCS West Platinum Sponsor:

    Investing Media Solutions
  • FCS West Platinum Sponsor:

    Seeking Alpha
  • FCS Denver Sponsor:

    Clearstream TV
  • FCS Denver Sponsor:

    IHS Markit
  • Host Sponsor:

    Cactus

Featuring:

  • Matuya BrandPanelist

    Senior Content Marketing Manager

    Janus Henderson Investors
  • Joy FitzgeraldPanelist

    Director, Global Demand Generation

    Hitachi Vantara
  • Dave ManeyModerator

    Founder/CEO

    Deke Digital

Tickets:

Membership Price:
$25.00
Young Members Circle Price:
$20.00
Non-Member Price:
$30.00

This event has ended

Cactus, 2128 15th Street, Denver
Lunch

Ben Jankowski, Group Head of Global Media, Masterc...

New York
11
Jul
12:00
pm
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Event Summary:

OUR MASTERCARD LUNCHEON HAS BEEN RESCHEDULED FOR WEDNESDAY, JULY 11.

FCS New York is proud to welcome to our monthly luncheon series Ben Jankowski, Group Head of Global Media of Mastercard.  After 25+ years on the agency side, Ben joined Mastercard in 2010 to head up its Global Media business.  

Join us for an engaging and informative presentation as Ben shares with us the always innovative advertising strategy from Mastercard -- which won 5 trophies at this year's FCS Portfolio Awards, including 2 golds.

Sponsorships are available for this lunch.  Contact FCS CEO Kevin Windorf.

Featuring:

  • Ben JankowskiGuest speaker

    Group Head of Global Media

    Mastercard

Tickets:

Membership Price:
$110.00
Young Members Circle Price:
$100.00
Branded Table (10) Price:
$1,500.00
Non-Member Price:
$160.00

This event has ended

Harvard Club of New York City, 35 W 44th Street