Upcoming Events

Found 6 event(s).

  • Apr 182024

    New York

    Branden Jones, CMO, Aladdin by Blackrock

    Guest Speaker Branden Jones

    Chief Marketing Officer

    Interviewer Lauren Young

    Digital Special Projects Editor

    Breakfast

  • Apr 292024

    Virtual

    Free Event

    MFS: 100 Years, with Hannah Davis, Senior Director, Corporate Communications

    Guest Speaker Hannah Davis

    Senior Director, Corporate Communications

    Interviewer Katherine Divney

    Chief Revenue Officer, Finance

    Webinar

  • May 22024

    New York

    30th Annual FCS Portfolio Awards Gala

    Award Presenter Max Alex

    Head of Brand & Creative Services

    Award Presenter Jessica Fernandez

    SVP, Chief Marketing Officer

    Award Presenter Jaime Mann

    Head of Creative Services & Global Brand Management

    Award Presenter Bob O’Leary

    SVP, Enterprise Integrated Marketing

    Award Presenter Rob Quan

    Head of North America Intermediary Marketing

    Award Presenter Patty Sachs

    President, Global Groupe Client Lead – Citi

    Award

  • May 62024

    Virtual

    Free Event

    What Financial Advisors Think About Your Marketing

    Moderator Matt Majewski

    AVP, Life & MoneyGuard Marketing

    Panelist Christopher Borden, CFP

    EVP, Wealth Management

    Panelist Bill Dougherty, CFP®, CFA

    Wealth Manager, Portfolio Manager

    Panelist Zahya Beall, AAMS® CIMA®

    Founder & Financial Planner

    Webinar

  • May 132024

    Virtual

    Members Only

    Free Event

    Bill Fox, Head of Brand, Empower

    Guest speaker Bill Fox

    Head of Brand

    Interviewer Katherine Divney

    Chief Revenue Officer, Finance

    Webinar

  • Jun 122024

    Virtual

    Members Only

    Free Event

    Paul Zettl, Chief Marketing Officer, Cohen & Steers

    Guest Speaker Paul Zettl

    Chief Marketing Officer

    Webinar

  • May 2, 2024

    Award

    30th Annual FCS Portfolio Awards Gala

    Award Presenter Max Alex

    Head of Brand & Creative Services

    Award Presenter Jessica Fernandez

    SVP, Chief Marketing Officer

    Award Presenter Jaime Mann

    Head of Creative Services & Global Brand Management

    Award Presenter Bob O’Leary

    SVP, Enterprise Integrated Marketing

    Award Presenter Rob Quan

    Head of North America Intermediary Marketing

    Award Presenter Patty Sachs

    President, Global Groupe Client Lead – Citi

    New York

  • May 6, 2024

    Webinar

    What Financial Advisors Think About Your Marketing

    Moderator Matt Majewski

    AVP, Life & MoneyGuard Marketing

    Panelist Christopher Borden, CFP

    EVP, Wealth Management

    Panelist Bill Dougherty, CFP®, CFA

    Wealth Manager, Portfolio Manager

    Panelist Zahya Beall, AAMS® CIMA®

    Founder & Financial Planner

    Virtual

    Free Event

  • May 13, 2024

    Webinar

    Bill Fox, Head of Brand, Empower

    Guest speaker Bill Fox

    Head of Brand

    Interviewer Katherine Divney

    Chief Revenue Officer, Finance

    Virtual

    Members Only

    Free Event