“Millennials with Money” Research & Panel Luncheon

We open 2019 in New York with a research-driven luncheon on "Millennials with Money."  Edelman, our content partner for this event, will present their new research on the topic.

As a follow-up to Edelman's deep-dive study in 2016 on this generation’s relationship with money and financial services, the new study revisits these dynamics now that Millennials are beginning to approach their 40s, starting and growing families and paying more attention to growing their wealth. This research is based on a survey of 1,000 affluent Millennials (defined here as having at least $50K in investable assets or $100K in individual or joint income) with comparison groups of non-affluent Millennials and affluent Gen Xers.

Russ Messner, who is the General Manager for the Financial Services practice at Edelman, will moderate a panel discussion with the marketing leaders of three companies with distinctive interests in wealthy Millennials.

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

  • Start January 17, 2019 12:00 PM EDT
  • End January 17, 2019 02:00 PM EDT
  • Location 37 W 44th St, New York, NY 10036, USA

Speakers

Presenter & Moderator Russ Messner (2020)

General Manager, Financial Services

Russ Messner is the General Manager of Edelman’s New York Financial Services practice, helping clients earn trust in today’s turbulent world. In his current role, Russ partners with BNY Mellon, Pershing, Oppenheimer, and IFAC on their brand development, digital transformation, and media relations. For the previous 5 years, Russ led the marketing and communication efforts […]

Panelist Aditi Javeri Gokhale

Chief Marketing Officer

Aditi Javeri Gokhale is chief marketing officer and executive officer at Northwestern Mutual, the largest US provider of life insurance and manager of more than $265 billion in assets. She is overseeing a client transformation to help people achieve financial security. Through data-driven creative and a high-impact marketing strategy, she aims to differentiate the Northwestern […]

Panelist Christine Elliott

EVP, Worldwide Communications

Christine Elliott is the executive vice president for Worldwide Communications at Mastercard with responsibility for Corporate, Internal, External and Digital communications for the Company. Ms. Elliott joined Mastercard from S&P Global where she served as chief communications officer with responsibility for iconic brands including J.D. Power, Standard & Poor’s Ratings Services and S&P Dow Jones […]

Panelist Ali Hassan

Co-Founder/CEO

Ali founded Crescent Crypto Asset Management to fill the demand for quality passive investment vehicles in the cryptocurrency market. Prior to Crescent Crypto Ali was an associate at a NY based family office, and was responsible for spearheading VC opportunities. Prior to that, Ali was a venture analyst at Fairview Capital Partners, and a member […]

P Laura Barger

Chief Marketing Officer

Laura Barger is CFSI’s Chief Marketing Officer. Under her leadership, the marketing and communications team executes on strategic initiatives — from events and design to content strategy and web development — with the goal of telling the CFSI story through the lens of positive impact and progress. Laura is deeply committed to the idea that […]

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