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Award

27th Annual FCS Portfolio Awards Gala

New Yorkpast Event
2021
year
23
Sep
05:30
pm
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Event Summary:

COVID-19 PROTOCOL

The FCS and Ziegfeld Ballroom will follow New York City mandated protocols regarding Covid-19. All guests must provide proof of vaccination. We will update this policy as NYC announces any changes.

SPONSORSHIP PACKAGES

The 27th Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City.  Our legendary event returns to our favorite landmark for a glamorous return to "the party of the year."

To learn more about the Awards, please visit our dedicated Portfolio Awards page.

Sponsorships (see below), branded tables ($11,750), and half-tables ($6,200) are now on sale.Individual tickets will go on sale August 1 as we must give preference to table purchases by Winners and Sponsors. This event will sell out at 550 guests.

ATTENTION FINALISTS:  You are entitled to a nearly 25% discount on your table/half-table.
Winner table of 10 = $8,900
Winner half-table of 5 = $4,700

Many exclusive Sponsorship opportunities are available.  Packages range from $1,800 for two tickets to $26,500 for the exclusive Gold sponsorship with 2 tables.  Onstage opportunities are also available.

To reserve table or half-table, or to discuss a a sponsorship package, please contact FCS CEO Kevin Windorf.

 

PROGRAM:

5:30pmCocktail Reception
7:00pmPlated Gourmet Dinner
7:15pmWelcome
 Presentation of 27th Annual FCS Portfolio Awards
9:00pmAfter Party with DJ and dancing
11:00pmAfter After Party at location to be announced

Become a sponsor

Sponsors:

  • GOLD SPONSOR:

    The New York Times
  • SILVER SPONSOR:

    Fundamental Media
  • BRONZE SPONSOR:

    Fox Business
  • JUDGES' CHOICE SPONSOR:

    Ptarmigan Media
  • Table Sponsor:

    Morgan Stanley
  • Table Sponsor:

    McCann
  • Table Sponsor:

    FT
  • Table Sponsor:

    Bloomberg Media
  • Table Sponsor:

    SmartBrief
  • Table Sponsor:

    Yieldstreet
  • Table Sponsor:

    Havas
  • Table Sponsor:

    Investopedia
  • Table Sponsor:

    Dianomi
  • Table Sponsor:

    The Wall Street Journal | Barron's Group
  • Dinner Sponsor:

    Institutional Investor
  • Guest Book Sponsor:

    LinkedIn

Tickets:

Membership Price:
$600.00
Young Members Circle Price:
$575.00
Branded Table (10) Price:
$11,750.00
Non-Member Price:
$700.00

This event has ended

Ziegfeld Ballroom, 141 W 54th Street, New York City
Webinar

"The New Office Culture"

New Yorkpast Event
2021
year
21
Sep
04:00
pm
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Event Summary:

VIDEO REPLAY

The FCS Diversity & Inclusion Forum speaker series continues with a panel discussion on "The New Office Culture." Join us online for this virtual event on Tuesday, September 21 at 4:00pm ET.

With businesses ramping up the scheduled return of employees to their offices, we are faced with new questions and challenges about how the past 18 months have impacted corporate culture. During our time working remotely and logging in from home offices, our relationships with colleagues, management and clients have changed. Sometimes slightly, sometimes dramatically. Commuting and sharing office space again brings with it a full emotional range -- from trepidation and fear to relief and excitement. How do employees balance their concerns and their ambitions? How do managers meet employee expectations?

Layered atop these personal feelings is the greater awareness and acceptance of diversity and inclusion that has been driven by the racial inequality and civic unrest that created searing headlines and lasting memories during the pandemic. How will these topics influence the culture of the largest and smallest firms in the financial services ecosystem?

Our panel will delve into these sensitive topics and share their thoughts on how we can all work together to foster the right culture for our team, our office, and our company.

DeLonzo Rhodes, Head of Diversity, Equity & Inclusion, Dotdash, will moderate our panel, which will include:

  • Marleta Ross, Managing Director and General Manager of the Chase Sapphire Credit Card portfolio for J.P. Morgan
  • Angela Bostick, Chief Marketing & Communications Officer for The Wharton School at The University of Pennsylvania

You're welcome to submit questions for our panel ahead of the event by email to [email protected].

Special thanks to Investopedia for sponsorsing this event as our exclusive programming partner.

 

Sponsors:

  • Exclusive Programming Partner:

    Investopedia

Featuring:

  • Marleta RossPanelist

    General Manager of Chase Sapphire Credit Card

    J.P. Morgan
  • DeLonzo RhodesModerator

    Head of Diversity, Equity & Inclusion

    Dotdash
  • Angela BostickPanelist

    Chief Marketing & Communications Officer

    The Wharton School

This is a FREE EVENT. Registration is required.

ONLINE ONLY
Lunch

Kirti Naik, Head of Marketing & Communications, BN...

New Yorkpast Event
2021
year
15
Sep
12:00
pm
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Event Summary:

The FCS makes a triumphant return to in-person events with our inaugural Spotlight Luncheon featuring Kirti Naik, Head of Marketing & Communications, BNY Mellon Wealth Management, on Wednesday, September 15, at the New York Yacht Club. Our event begins at noon with networking, followed by a plated luncheon, our program and Q&A.

The theme of Kirti's talk is "Accelerating Change in Wealth Management," and she will discuss the need to modernize the dialogue between high net worth clients and their advisors through digital solutions. Kirti will share her insights on how marketing needs to excel at the intersection of technology, operations and sales. She will provide a demonstration of her firm's new Active Wealth Accelerator, which is accessible through this QR code.

Join us as we gather for a compelling conversation about BNY Mellon Wealth Management -- and have the opportunity to connect with friends and colleagues, old and new.

In gratitude to Kirti, the FCS will make a $1,000 donation to Fly A Kite Foundation.

Sponsorships available. Contact FCS CEO Kevin Windorf.

The FCS and The New York Yacht Club will follow New York City mandated protocols regarding Covid-19. All guests must provide proof of vaccination. We will update this policy as NYC announces any changes.

 

Become a sponsor

Sponsors:

  • Presenting sponsor:

    Dianomi
  • Event co-sponsor:

    Institutional Investor

Featuring:

  • Kirti NaikGuest speaker

    Head of Marketing & Communications

    BNY Mellon Wealth Management

Tickets:

Membership Price:
$110.00
Young Members Circle Price:
$100.00
Branded Table (10) Price:
$1,500.00
Non-Member Price:
$170.00

This event has ended

New York Yacht Club, 37 W 44th St, New York City
Webinar

Members Only: Marty Willis, Chief Marketing Office...

New Yorkpast Event
2021
year
26
Aug
12:00
pm
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Event Summary:

As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Marty Willis, SEVP, Chief Marketing Officer, TIAA, on Thursday, August 26.

Marty's exclusive online presentation will begin at 12 noon ET.

In gratitude to Marty, the FCS will make a $1,000 donation to the Girl Scouts of Greater New York, as chosen by Marty herself.

You must have a new or renewed membership as of September 1 to access this live event, or access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

This event is sponsorable.  Please contact FCS CEO Kevin Windorf.

Sponsors:

  • Presenting sponsor:

    FOX Business

Featuring:

  • Marty WillisGuest Speaker

    SEVP, Chief Marketing Officer

    TIAA

This is a MEMBERS ONLY event.

ONLINE ONLY
Webinar

Members Only: Cathy Stahl, Global Head of Marketin...

New Yorkpast Event
2021
year
12
Aug
12:30
pm
View More Close

Event Summary:

As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Cathy Stahl, Global Head of Marketing, PIMCO, on Thursday, August 12.

Our exclusive online conversation will begin at 12:30pm ET.

You’re welcome to submit questions to Cathy ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Cathy.

In gratitude to Cathy, the FCS will make a $1,000 donation to Boys and Girls Club of Central Orange Coast.

You must have a new or renewed membership confirmed on or after September 1, 2020 to access this live event, or to access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

This event, like all FCS events and activities, is sponsorable; please contact FCS CEO Kevin Windorf for details.

Sponsors:

  • Presenting sponsor:

    Dianomi

Featuring:

  • Cathy StahlGuest Speaker

    Global Head of Marketing

    PIMCO

This is a MEMBERS ONLY event.

ONLINE ONLY
Webinar

Members Only: Benji Baer, Chief Marketing Officer,...

New Yorkpast Event
2021
year
29
Jul
12:00
pm
View More Close

Event Summary:

As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Benji Baer, Chief Marketing Officer, CBRE Group, Inc., on Thursday, July 29. With more than 25 years of experience in financial services marketing, Benji joined CBRE in 2019. CBRE, a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm, with more than 100,000 employees serving clients in more than 100 countries.

Our exclusive online conversation with Benji will begin at 12 noon ET.

You’re welcome to submit questions to Benji ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Benji.

In gratitude to Benji, the FCS will make a $1,000 donation to the Ossining Children's Center, as chosen by Benji herself.

You must have a new or renewed membership confirmed on or since September 1 to access this live event, or access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

This event is sponsorable.  Please contact FCS CEO Kevin Windorf.

Featuring:

  • Benji BaerGuest Speaker

    Chief Marketing Officer

    CBRE

This is a MEMBERS ONLY event.

ONLINE ONLY
Webinar

Members Only: Rob Pinkerton, Chief Marketing Offic...

New Yorkpast Event
2021
year
15
Jul
12:00
pm
View More Close

Event Summary:

As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Rob Pinkerton, Chief Marketing Officer, Morningstar, on Thursday, July 15.

Our exclusive online conversation will begin at 12 noon ET. Rob will be interviewed by FCS Programming Committe Chair John McCormick on the topic: "The New Sustainability Imperative."

You’re welcome to submit questions to Rob ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Rob.

In gratitude to Rob, the FCS will make a $1,000 donation to Invest For Kids Chicago, as chosen by Rob.

You must have a new or renewed membership confirmed on or after September 1, 2020 to access this live event, or to access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

This event, like all FCS events and activities, is sponsorable; please contact FCS CEO Kevin Windorf for details.

Featuring:

  • Rob PinkertonGuest Speaker

    Chief Marketing Officer

    Morningstar

This is a MEMBERS ONLY event.

ONLINE ONLY
Webinar

Members Only: Wittney Rachlin, Chief Marketing Off...

New Yorkpast Event
2021
year
08
Jul
12:00
pm
View More Close

Event Summary:

As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Wittney Rachlin, Chief Marketing Officer, Yieldstreet, on Thursday, July 8. Yieldstreet is an online platform that offers accredited investors access to alternative investments in commercial real estate, marine projects and even art.

Our exclusive event will begin at 12 noon ET. Wittney will be interviewed by John McCormick, Chair of the Programming Committee for the FCS.

You’re welcome to submit questions to Wittney ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Wittney.

In gratitude to Wittney, the FCS will make a $1,000 donation to Downey Side Adoption Agency, as selected by Wittney herself.

You must have a new or renewed membership confirmed on or since September 1 to access this live event, or access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

This event is sponsorable.  Please contact FCS CEO Kevin Windorf.

Featuring:

  • Wittney RachlinGuest Speaker

    Chief Marketing Officer

    Yieldstreet

This is a MEMBERS ONLY event.

ONLINE ONLY