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Storytelling, both en masse and at an individual level, is about the art and sciences employed by marketeers and business development professionals to successfully communicate a series of messages, quite often through different media forms and over a given period of time, of their core beliefs and unique value-add offering.

However, in a world where data is king and past performance rules supreme, the role of storytelling is often over-looked. In a volatile world full of unpredictable news, the art of the storyteller is possibly more important than ever to remain credible and relevant regardless of short term results and market trends.

Building on our series of educational insights for clients-and-contacts, the Story Telling in Institutional Finance: Planning, Execution and Follow-Up Seminar brings together, for the first time, a presentation from both a professional in effective copywriting with a panel of industry marketeers and business development professionals managing on a daily basis the issue of how to be successful in communicating through ever changing market environments.

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TIMEMAIN SEMINAR
8:15 - 9:15Breakfast and Networking
9:15 - 9:25Chairman’s opening address
Noel Hillmann, Chief Executive, Clear Path Analysis
9:25 - 10:10KEY NOTE SPEECH
Creating a compelling message – from team and market research to delivery and follow-up
Elizabeth Pfeuti, Financial Journalist and Director,
Rhotic Media
10:10 - 11:00PANEL DEBATE
Exploring best practise – strategists and planners view on designing an effective content marketing campaign from start to finish
Moderator:
- Jenna Williams, Head of Marketing & Operations, Clear Path Analysis
Panellists:
- Russell Girvan, Head of Marketing Planning, Legal & General Investment Management
- Chris Yiannakou, Head of EMEA Institutional, Loomis Sayles Investments
- Sam Blanshard, Head of Content, Natixis Investment Managers
- Laura Adams, Marketing Specialist, Clearwater Analytics
- Donald Snodgrass, Head of Product Marketing, Global Marketing, Aberdeen Standard Investments
11:00 - 11:20MORNING REFRESHMENTS
11:20 - 12:20OPEN FLOOR DISCUSSION
Three topics will be discussed amongst the entire audience, moderated by
Noel Hillmann, Chief Executive Officer, Clear Path Analysis
1. Should your story be planned and communicated at set times or left to evolve over time?
2. Who should control the story: management, marketing, and sales, and with what key inputs from each group, as well as compliance?
3. How many sub-stories should we be telling at one time and does the number really matter?
12:20CLOSING REMARKS AND END OF EVENT

Noel Hillmann

Chief Executive, Clear Path Analysis

Donald Snodgrass

Head of Product Marketing, Global Marketing, Aberdeen Standard Investments

Laura Adams

Marketing Specialist, Clearwater Analytics

Sam Blanshard

Head of Content, Natixis Investment Managers

Chris Yiannakou

Head of EMEA Institutional, Loomis Sayles Investments

Russell Girvan

Head of Marketing Planning, Legal & General Investment Management

Jenna Williams

Head of Marketing & Operations, Clear Path Analysis

Elizabeth Pfeuti

Financial Journalist and Director, Rhotic Media

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message