2012 Bloomberg Event

By Invitation Only

Speakers Include:

Brian Van Dyke Andrew Shainberg Michael Duffy Jim Botsford
Bryan VanDyke,
Vice President, Head of Digital Strategy and Marketing, eBusiness Development Group Prudential Financial
Andrew Shainberg,
Second Vice President and Chief Compliance Officer, Distribution, The Guardian Life Insurance Company
Michael J. Duffy,
Global Director of Digital Marketing
Bank of America Merrill Lynch
Jim Botsford,
Senior Vice President, Marketing, LPL Financial
Jason Macaluso Christie Barilotti Amir Weiss Mitch Rose
Jason Macaluso,
Vice President, Investments, UBS Financial Services
Christie Barilotti,
CFP, Barilotti Wealth Strategies, New York Life Insurance Company
Amir Weiss,
Vice President, Global eBusiness
Mitch Rose,
Vice President, Strategic Initiatives, eBusiness Development Group, Prudential Financial
Nate Isaacson David Armstrong Jayme Lacour Diane Brady
Nate Isaacson,
Manager, Digital Marketing, Individual Products Distribution The Guardian Life Insurance Company
David Armstrong, CFA,
Managing Director, Monument Wealth Management, LPL Financial
Jayme Lacour,
Social Media Director, Putnam Investments
Diane Brady,
Senior Editor, Bloomberg Businessweek
Jon Kaplan Jerry Canning Frank Dudley James Mackie
Jerry Canning,
Industry Director, Financial Services Google, Inc.
Jon Kaplan,
Managing Director, Financial Services
Google Inc.
Frank Dudley,
President, Brand New Media
James Mackie,
Chief Strategist, Netbiquity, Inc


731 Lexington Avenue,
7th Floor
New York, NY

June 5, 2012
8:00 AM – Noon


Join some of the world’s largest brands in Financial Services for an exclusive forum on how they are utilizing digital marketing and media to grow their business and communicate more effectively with partners and customers. Results of Digital Marketing of Financial Services 2012 by Northwestern University and Brand New Media will also be revealed.

Sessions include:

Digital Marketer of the Year Award 2012 will be awarded to a leading Financial Services firm.

7:45 AM – 8:30 AM
Continental Breakfast
Please be sure to bring a photo ID and to allow fifteen minutes for Security and Registration.

8:30 AM – 9:15 AM
Top Line Results of Digital Marketing of Financial
Services through the Financial Intermediary Study

9:15 AM – 10:00 AM
Development of a Digital Marketing and Media Strategy

10:00 AM – 10:15 AM
Coffee Break

10:15 AM – 11:00 AM
Social Media and Compliance in Financial Services

11:00 AM – 11:45 AM
Mobile Marketing and Media in Financial Services

11:45 AM – 12:15 AM
Financial Intermediary Panel (Financial Advisors and Agents)

12:15 PM – 12:30 PM
Digital Marketer of the Year Award 2012

Please note that seating is limited for this event.