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19
Apr

“Performance, Trust & Best Interests: Marketing to Financial Advisors”

Lunch

Summary

FCS New York will stage a panel discussion at our April luncheon focused on Marketing to Financial Advisors.  The event's program will open with a presentation by FUSE Research Network.

Two years ago, FCS Boston addressed this topic, with FUSE Research again leading the charge.  The result was a compelling and memorable conversation about the challenges faced by the advisor community and the challenges faced by the asset management firms who cater to them.

With all the turbulence in the markets and the advisor marketplace over the past two years, we expect our New York event to further the discussion with new insights and strategies.

Join us as our panel delves into the experience and expertise it takes today to galvanize relationships with these all important intermediaries to the world of personal and institutional wealth.

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

Speakers

Dipti KachruPanelist

CMO, Wealth Management and Affluent Segment

JPMorgan Chase

As Chief Marketing Officer for Chase Wealth Management and Affluent, Dipti Kachru leads marketing for a suite of affluent banking, wealth management and digital investing products offered by Chase. She is responsible for development of strategic marketing programs that deliver on business acquisition, deepening and retention goals, and management of the end-to-end client experience, guiding the brand & advertising strategy, content strategy as well as the digital and branch experience. Dipti also leads key product development and innovation efforts across Chase focused on the affluent segment. Recognized for her strong leadership, analytical acumen and passion for driving breakthrough creative, Dipti has extensive experience in wealth management and financial services marketing. Over the last 7 years, she has held senior marketing roles at Chase as well as J.P. Morgan Asset Management, before which she spent 7 years OppenheimerFunds, Inc. across various marketing functions.

Dipti started her career in advertising and promotional marketing, working on some of the most inspiring brands in the world including Pepsi, American Express, Cadburys and Nokia. She got her Undergraduate degree from Lady Shriram College, New Delhi and her Masters in Strategic Communications from Columbia University.

Christine DehilPanelist

Senior Vice President, Head of Americas Marketing

AB

Christine Dehil is Senior Vice President and Managing Director—Head of Americas Marketing. She is responsible for driving the overall Americas marketing strategy for the institutional and intermediary channels collaborating closely with the company's sales leaders, business development teams and marketing communication teams. Prior to joining AB in 2006, Ms. Dehil was Vice President of Product Communications for Legg Mason and its predecessor Citigroup Asset Management. In addition, she worked at PNC Bank’s predecessor National City Bank as a Marketing Manager for their proprietary mutual fund family. Dehil earned her B.S. in journalism, summa cum laude, from Ohio University and her M.B.A. from Case Western Reserve Weatherhead School of Management.

Jessica FernandezPanelist

SVP, Head of Integrated Marketing

OppenheimerFunds

Jessica Fernandez is a 15+ year industry who began her career working in many of the roles she currently markets to today is Senior Vice President and Head of Integrated Marketing. Positions included sales assistant, financial advisor and wholesaler for firms such as Smith Barney, Morgan Stanley and AllianceBernstein before morphing her career into a successful marketing professional at firms such as AllianceBernstein, New York Life and ICON Investments. Four years ago, Jessica joined OppenheimerFunds to help bring the Broker Dealer’s Integrated Marketing initiatives to life, designing and driving creative direction, messaging, execution and analytics for both OFI’s investment-centric and business building resources. Today, she oversees the integrated marketing focuses for various Channels, including Broker Dealer, RIA, Private Client Group, DCIO, Institutional and International. Jessica also oversees the strategic marketing efforts of the CEO Advisor Institute, a highly-specialized and dedicated resource that helps financial advisors and complex managers review and transform how they run their businesses, construct and lead synergistic and high performing teams and balance their lives. 

Chelsea EmeryModerator

Editor in Chief

Financial Planning

With a career of financial journalism that has included positions at Bloomberg, Reuters and the BBC, Chelsea Emery joined Financial Planning in 2015 as Editor in Chief.

Cindy ZarkerKeynote Speaker

Director of Relationship Development

FUSE Research Network

Cindy Zarker works closely with FUSE Research Network clients on a day-to-day basis to ensure that they achieve their strategic and tactical objectives. Cindy also contributes to the FUSE BenchMark series research and other FUSE research and consulting projects. Prior to FUSE, Cindy directed the asset management practice at Cerulli Associates for a dozen years— researching and analyzing institutional and retail trends, presenting the findings in published reports, client meetings, and industry conferences. Earlier in her career she worked at Columbia Management where she led the product strategy and development team, developing new open- and closed-end funds, working with marketing team on product positioning, training the salesforce, and conducting ongoing product rationalization review.

Become a sponsor

Sponsors

  • Presenting Sponsor:

    ON24

Tickets:

Membership Price:
$135.00
Young Members Circle Price:
$125.00
Branded Table (10) Price:
$1,750.00
Non-Member Price:
$185.00
Become a member to get member's price.
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April 19, 12:00PM EDT
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Address:

The New York Yacht Club, 37 West 44th Street, NYC
  • No refunds after April 16.
  • The New York Yacht Club requires proper attire: jackets for men, NO JEANS.