Programme List - Investment Marketing and Social Media Conference 2018



08:15 - 08:45

Meet and greet over coffee

08:45 - 08:50

Welcome address

Julian Marr, Chairman of Investment Week events

08:50 - 09:25

KEYNOTE Address: The Future of Social Media: Transformation Driving ROI

The internet is a jungle (4.1 billion internet users worldwide, and 2.77 billion social media users), challenging marketers to hack their way through as we share our brand stories. Rather than picking up a machete, today's most innovative marketers ride the waves of social media, using a mix of channels and conversations to ensure the right stories are reaching the right audiences.

But how do brands tap into those networks in a way that engages audiences and drives ROI? This presentation will focus on the latest disruptive and innovative trends shaping the future of social media. Join us to find out how to leverage these trends to make your brand more visible and relevant, build an engaged community, and leverage your brand's greatest strength, its people, to succeed in social media in 2019 and beyond.

Danielle Guzman, Global Head Social Media & Distributed Content, Mercer

09:25 - 09:55

Connected Content: What the top Asset Managers reveal about effective integrated communications

Peregrine will give an overview of their research into the integrated marketing communications (IMC) best practices of 100 top asset management firms. The presentation will cover:


  • Why research into IMC best practice is needed more than ever
  • How firms can measure and track their IMC performance
  • Why firms need to transition to a ‘learning culture'

Anthony Payne, MCIPR, Chief Executive, Peregrine
Josh Cole, Account Manager, Peregrine

09:55 - 10:25

One Chance to Wow® - What impression are you really making?

Today, investors can find (and do due diligence) on you as a private individual and company in a myriad of ways: word of mouth, website, Google, Linked In, Twitter, Instagram, Facebook etc. There is no way of knowing the preferred research modality of every prospect. Not only do you have to retain brand consistency throughout your social networks, but you have to make sure that you and your staff's private social media interactions do not inadvertently damage the brand.

  • Knowing your audience
  • Decide which social media channels matter 
  • Creating an online persona that is in keeping with the company brand: voice, tone, style, language values 
  • Remaining consistent especially when engaging with the followers
  • The importance of privacy and active settings 

Niki Natarajan, Director, In Ink

10:25 - 10:45

Networking Break: Caffeine Hit

10:45 - 11:15

2018... What a Year! GDPR, Regulations, Data Scandals.... Opportunities?!

Richard Eccleston explains how social media has been an opportunity for growth at Wesleyan, generating brand awareness, leads and sales through a year of Marketing Disruption.

Richard Eccleston, Social & Digital Media Manager, Wesleyan

11:15 - 11:45

Maximising Engagement & Impact in Communications via Social Media
  • PR 2.0 
  • Understanding the different audiences for each social media platform 
  • Driving brand awareness 
  • Continuing to drip-feed, engage and innovate 
  • Benchmarking your impact

Jeannie Dumas, Head of Corporate Communications and Shareholder Relations, Hermes Investment Management

11:45 - 12:15

PANEL DISCUSSION: Social media best practice examined 
  • What should marketers in financial services consider for the next 2-5 years e.g. changing demographics, new technology 
  • What advice would you give to a new colleague

Stephen Gunkel, Head of Communications, Pictet Asset Management
Andrew Carrier, Chief Marketing Officer, Dolfin
Jacob Howard, Chair, Financial Services Committee of the Chartered Institute of Marketing
Kathryn Sutton, Digital Communications Manager, Schroders

Chair: Nick Laurance, Content Account Director, Incisive Media


Closing remarks and close of conference

*Programme subject to change.