Back to events

FCS YMC TALKS: "The Next Gen Investor"



FCS YMC will host its last event of 2019 at Seeking Alpha, a moderated panel discussion on "The Next Gen Investor."

As financial marketers, we are all innately aware of the greatest wealth transfer in the history of humankind. It has been estimated that Millennials stand to inherit $30 trillion from their predecessors, a phenomenon that has been a focus of conversation in our industry for the last couple of years. And as the digital natives of Generation Z enter the economy with potent force, the vast financial implication of younger generations will only continue to expand.

With a growing control of investable assets, distrust of the financial industry after The Great Recession, and a fine tuned technological ability, Millennials and Gen Z are the definition of complex, and will remain key targets if financial companies want to succeed in the years ahead.

Join the FCS YMC for networking and discussion on the importance of reaching the next generation of investors, and the methods financial marketers are using to ensure their brands are effectively communicating to this increasingly desensitized target.



Iordanka KatardjievaPanelist

Senior Manager, Advertising


Iordanka Katardjieva is Senior Manager, Advertising, for ProShare Advisors, which she joined in 2016. She is a hybrid strategist and results-oriented media expert, with over 10 years of experience in planning and implementing large scale cross-platform marketing campaigns. Iordanka is responsible for meeting all client business and marketing objectives through Digital Media and Emerging Media strategies, with a focus on paid, owned and earned media programs that seek to reach, attract and engage target audiences. She also received the 2017-2018 Gramercy Institute's 20 Rising Stars in Financial Marketing Award.

Bre RossettiPanelist

EVP, Strategy

Havas Media

Bre has a background in both creative and media, which gives her a unique perspective into client business. In her 15+ year career Bre has worked on both sides of the Atlantic.  Prior to landing on the East Coast, Bre was based in the UK where she where she was responsible for the launch of the retail epicenter, Westfield London- a campaign that nabbed her a Cannes Lion.  Bre also spent time leading the Domino’s Pizza account, where she helped drive over 10 consecutive quarters of comp sales growth. Bre’s role at Havas Media is focused on helping bridge disciplines to bring the best interdisciplinary thinking to the forefront.  Through work with Havas’s parent company, Vivendi, which owns Universal Music Group, as well as other entertainment assets, Bre is helping to spearhead a new planning approach for the agency—Mx. Bre’s responsibility extends across key clients like Fidelity Investments, TripAdvisor and Puma. 

Rebecca OliverModerator

Managing Editor of Opinion & Analysis

Seeking Alpha

Rebecca M. Oliver is Managing Editor of Opinion & Analysis at Seeking Alpha. Prior to joining SA in 2011, she was Deputy Copy Chief at Forbes, where she facilitated production of high-profile special reports, like the Forbes 400, and helped to integrate the company’s web and print copydesks. Rebecca earned her degree in creative writing and journalism at the State University of New York at Oswego, followed by a professional certificate from New York University’s Summer Publishing Institute. Rebecca is a grammar nerd and a science geek. She is the daughter of two teachers, and believes you must know the rules to find the best ways to break them

Lauren GimlettPanelist

Executive Director

Morgan Stanley

Lauren Gimlett has spent fifteen years working in the financial services arena driving growth of technology-led products and services. She’s held roles in marketing, growth strategy, product development and customer experience in both the B2B and B2C space, spanning both start-up and corporate environments including Goldman Sachs, American Express and Betterment.  Currently, she leads Workplace Participant Marketing for Morgan Stanley at Work, a division of the firm’s Wealth Management Division.


  • Host Sponsor:

    Seeking Alpha


Young Members Circle Price:
Non-Member Price:
Become a member to get member's price.
Buy Now

This event has ended.

Until the Event

November 07, 06:00PM EST
already ended


Seeking Alpha, 52 Vanderbilt Avenue, New York City
  • No refunds after November 5.