09:00

Intros

Introduction to the day by Jacob Howard, Chair of the CIM FS Group and Founder, Financial Marketing Insights

09:10

Welcome to Reuters

Brief welcome by Josh London, CMO, Reuters

09:20

The Rise of Sports Marketing in Financial Services

Panel discussion with Suzanne Escousse, CMO, Blue Owl Capital, Ashley DeSimone, CMO, Clear Street and Dipti Kachru, CMO, Broadridge, moderated by Meredith Rowley, Head of Accounts & Client Strategy, The Ricciardi Group

10:00

Building Trust in Financial Services

Panel discussion on building trust in financial services with Joan Khoury, Senior Managing Director and CMO, Oppenheimer & Co. Inc., Jasper Martens, CMO, PensionBee, and Aniko DeLaney, Lecturer of Marketing, Fordham University Gabelli School of Business, moderated by Anna Bernasek, MD - Global Head of Thought Leadership, State Street

10:40

Coffee Break

10:50

The Editors' View

Some of the world’s leading financial editors will discuss macro trends and who have been the perceived financial services winners and losers this year and why. Panel of editors including Lananh Nguyen, US Finance Editor, Reuters, and Laura Secor, Senior Editor, The Atlantic moderated by Jamie Credland, Chief Executive, World Media Group

11:30

Building the Right Team the Right Way

Panel discussion on how to build the marketing team of the future including Amanda Werth Stewart, CMO, The Clearing House and Lee Shapcott, CMO, PGIM Quantitative Solutions moderated by April Rudin, CEO, The Rudin Group

12:10

Coffee break

12:20

Building an Effective ABM Strategy

Panel discussion with marketing experts including Matthew Robson, Exec Director - Head of Marketing for Trade & Working Capital, J.P. Morgan, and Emily Pachuta, CMO, Ascensus moderated by Tony Jarvis, Principal – EI Advisory

13:00

What is your team’s top priority for the year ahead?

Table discussion for 15 mins and then insights shared by the tables.

13:30

Session close and start of Networking Lunch.