Venue

Boston

Metro Meeting Centers,

101 Federal Street

Friday, September 21, 2018

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Los Angeles

Convene

333 South Grand Avenue

Monday, September 24, 2018

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Agenda

Boston

7:15 am – 7:45 am Registration and Continental Breakfast
7:45 am – 8:00 am Welcome Remarks

Boston Mini-conference Co-chairs
Anne Banks, Principal, gr8 communications, LLC
Deb Well, Director, E-Business, Harbor Capital Advisors

8:00 am – 9:00 am Keynote Session

Paul Brzozowski, Vice President, US Sales & Client Success, StoneShot
Matthew Burley, Group Account Director, StoneShot
Shannon Rossetti, Marketing Manager, BNP Paribas Asset Management

9:00 am – 10:00 am Best Practices for Marketing Automation

Panel Discussion

10:00 am – 10:15 am Coffee Break
10:15 am – 11:15 am Mind the Gap: Beware the Pitfalls in Marketing Automation

Panel Discussion

11:15 am – 12:00 pm Interactive Group Sessions

An opportunity for attendees to discuss the themes discussed in the general sessions and document takeaways.

12:00 pm – 1:00 pm Lunch
Each panel will include certain of the following panelists:

Erin Kandamar, PMP, Director of Automation Strategy and Marketing Services, Eaton Vance
Erik Gosule, Head of Strategic Marketing and Product Development, Amundi Pioneer Asset Management
Will Chamberlin, Head of Marketing Technology & Capabilities, BlackRock, Inc.
John Pavlick, VP, Eloqua Platform Manager, BlackRock, Inc.
Deb Well, Director, E-Business, Harbor Capital Advisors Speaker

Los Angeles

7:15 am – 7:45 am Registration and Continental Breakfast
7:45 am – 8:00 am Welcome Remarks

Los Angeles Mini-conference Co-chairs
Lana Brkic, Institutional Client Service & Marketing, SSI Investment Management
Stewart Dier, Senior Managing Director, Dier Associates, LLC

8:00 am – 9:00 am Keynote Session

Paul Brzozowski, Vice President, US Sales & Client Success, StoneShot
Matthew Burley, Group Account Director, StoneShot

9:00 am – 10:00 am Best Practices for Marketing Automation

Daniella Boni, Managing Director, Marketing and Communications, Callan Capital
Tarah Speck, Strategic Manager, Marketo

10:00 am – 10:15 am Coffee Break
10:15 am – 11:15 am Mind the Gap: Beware the Pitfalls in Marketing Automation

Brande Winget, Asset Management Marketing and Client Services Professional

11:15 am – 12:00 pm Interactive Group Sessions

Content in Marketing Automation
Moderator: Charlie Ittner, Founder and Managing Partner, Darien Group

Choosing and Using Marketing Automation Tools
Moderator: Julie Aissaoui, Senior Associate, SSI Investment Management

The Future of Marketing Automation
Moderator: Peter Hans, Co-Founder & CEO, Harvest

12:00 pm – 1:00 pm Lunch

Speakers

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