Events

THIS EVENT IS SOLD OUT.

FCS New York is proud to welcome to our monthly luncheon series Ben Jankowski, Senior Vice President, 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.

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 new investment tools are affecting the nature of trust.

Trust remains as the bedrock that supports the financial markets and underpins the investment management industry. Marketers must stay on top of how our companies, products, services, and most importantly our brands are perceived through the filter of trust.

Join us for a valuable conversation at The Penn Club of New York (the FCS's inaugural event at this venue).

Sponsorships are available.  Contact FCS CEO Kevin Windorf.

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.

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.   

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.  This year our sports marketing conversation will feature Danny Glantz, Global Head of Sponsorship at AIG.

(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

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 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.

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.

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.