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JFAM:Live! Fall 2008 AGENDA
09/09/2008

By Bill Wreaks
The Journal of Financial Marketing & Advertising

JFAM:Live! Financial Marketing Conference, Thursday, September 11th, 2008, Bloomberg, NYC
For Infomation: events@financialadvertising.com

9:00‐9:20 Introduction

Bill Wreaks, Chief Analyst, The Journal of Financial Advertising & Marketing

9:20‐9:40 Presentation, “Case Study: Strategic Philanthropy in Financial Services”
                        Jorge Vargas, Chief Marketing Officer, New York Life International

9:40‐10:20 Presentation: “Measuring Affluent and High Net Worth Investor Expectations”
                        Kevin Feldman, Director of Web Marketing, Barclay’s iShares

10:20‐11:00 Panel: “Communicating The Corporate Message”
                        Ralph Piscitelli, Director, Corporate Communications, Nomura Holding America Inc.
                        Carrie Sackett, Director of Corporate Communications, Mercer
                        Howard Sherman, President, Doremus
                        Marge Wyrwas, Sr. Managing Director, Comm., Mktg & Investor Relations, Knight Capital Group, Inc.

11:00‐11:15 Break

11:15‐11:45 Presentation: “Visual Trends in Financial Marketing”
                       Denise Waggoner, Vice President of Creative Research, Getty Images

11:45‐12:30 Presentation: “Cut the Budget! Cut Prices…and Other Bad Ideas”
                      Stephen Ban, Chief Marketing Officer, Nuveen Investments

12:30-1:15 Lunch

1:15‐2:00 Presentation: “What’s Next? Financial Marketing Beyond 2009”
                    Courtney Stuart, Dir. of Advertising, Vibrant Media
                    Russ Stein, Dir. Financial Adv., AOL/Platform-A
                    Adam Gelles, CEO, The AMM Group
                    Jennifer Grazel, Dir. of Online Media, Prudential

2:00‐2:45 Presentation: “The Trust Factor - What Does Your Web Site Say About You?”
                     Bryan Stapp, Chief Marketer, Loud Amplifier, LLC

2:45‐3:30 Panel: “Business Marketing in Financial Services: Best Strategies & Practices”
                    Kevin Windorf, Director, Marketing & Client Strategy, BMO Capital Markets
                    Jon Humphreys, Director, Merrill Lynch
                    John Mittnacht, Dir. of Adv., Citi Global Wealth Mgmnt
                    Madeleine Yates, Senior Strategist, Addison
                    Jason Farago, Director, Corporate Comm., Lord Abbett

3:30‐3:45 Break

3:45‐4:30 Presentation: “Financial’s New Frontier: Engaging Gen‐Y”
                        Richard O’Connor, VP, Marketing, AETNA

4:30‐5:15 PANEL: "Online Marketing: Can It Save Financial Services?"
                        Lewis Goldman, New Media Consulting
                        Craig Shiffrin, Senior Marketing Manager, E*TRADE
                        Lenore Kantor, Executive Director of Marketing, Morgan Stanley

email: EVENTS@FINANCIALADVERTISING.COM for more information

“JFAM STRATEGIC PHILANTHROPY” Reception,
Wednesday, September 10th , 6:00‐8:00PM , NYC

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