Upcoming Events
Found 5 event(s).
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Mar 232026
Joan Khoury, Chief Marketing Officer, Oppenheimer
Guest Speaker Joan Khoury
Chief Marketing Officer
Interviewer Aniko DeLaney
Advanced Lecturer of Marketing
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Mar 312026
Winning the Wealth Moment
Panelist Rosa Rita
Global CMO, Asset & Wealth Management
Panelist Marshall McIntosh
EVP, U.S. Global Wealth Management Marketing
Presenter/Panelist Peter Weinberg
Co-Founder
Presenter Ellie Weed
Head of Industry, Financial Services
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Apr 282026
Inside The Mind of The RIA
Panelist Gordy Abel
Chief Marketing Officer
Panelist Bernadette Bridy
Chief Marketing Officer
Panelist Jason Hoffman
Head of Wealth Marketing
Moderator Jared Trexler
Chief Marketing & Strategy Officer
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May 72026
FCS Portfolio Awards Gala
The 32nd Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City. Our legendary black tie event will again be staged in this famed landmark for another unforgettable experience. Katy Brady of Invesco and the FCS Executive Commitee will serve as our emcee. Awards […] -
May 192026
Portfolio Awards Reception for Employee Communications
Our inaugural awards reception honoring the Portfolio Awards Employee Communications finalists will be held on Tuesday, May 19 (5:30pm-7:30pm), at the New York Yacht Club. The event will include an open-bar cocktail reception, delicious appetizers, a 30-minute awards program, and ample time for networking. The winners of the Gold trophy in each category will be […]
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Joan Khoury, Chief Marketing Officer, Oppenheimer
Guest Speaker Joan Khoury
Chief Marketing Officer
Interviewer Aniko DeLaney
Advanced Lecturer of Marketing