Dave Master is a 30+ year veteran of the asset management business, most recently having served as the Global Chief Marketing Officer of Janus Henderson Investors. Prior to that he was in various executive roles at Legg Mason, Prudential Financial, Chase Manhattan Bank, and Bank of New England, as well as having spent over a decade consulting to numerous asset managers, banks, and insurance companies.
He specializes in business strategy, organizational change, strategic and tactical marketing, and marketing technology. Over the course of his career, David has been intimately involved in many new product developments and roll-outs, re-invigorating numerous organizations, launching innumerable marketing programs and initiatives, fomenting digital change, building and presenting strategic plans and helping groups rethink how work is conducted.
Dave has an AB from Dartmouth College and an MBA from Yale University. He currently lives in Norwalk, CT with his wife.
Day 1: Nov 7, 2024
2:00 pm
2:00 pm
TRACK A: MARKETING OPERATIONS & DIGITAL ENABLEMENTPANEL DISCUSSION: FIRST-PARTY DATA
Setting Up for Hyper-Personalization Through First-Party Data Strategies
Prepare for a future without third-party cookies by mastering the strategies for hyper-personalization. Gain insights on how other financial services brands are approaching the following:
- Developing and implementing first-party data strategies to maintain and enhance customer personalization.
- Leveraging customer insight and advanced analytics to predict customer behavior and tailor experiences.
- Ensuring compliance with evolving privacy regulations while delivering personalized marketing campaigns.
Equip your organization with the tools and knowledge to thrive in a cookie-less world while maintaining high levels of customer engagement and satisfaction.
4:45 pm
4:45 pm
ASSET MANAGEMENT SPOTLIGHT PANEL DISCUSSION: IS CONTENT KING?
Using Content as a Driver of Sales and Client Retention in the Asset Management Business
Explore the pivotal role of content in helping drive sales and client retention within the asset management industry, where the only tangible representation of a fund or strategy is through various forms of content. This panel discussion features three senior marketing leaders who will delve into:
- Perspectives on the strategic utilization of content and their approaches to content strategy.
- Structuring and leading content teams.
- The role of technology and AI in content creation, personalization, production and dissemination.
Discover how to effectively leverage content to enhance your sales efforts, build stronger client relationships, and stay ahead in the competitive asset management landscape and other B2B applications.
Day 2: Nov 8, 2024
12:00 pm
12:00 pm
TRACK B: CONTENT STRATEGYPANEL DISCUSSION: VIDEO CONTENT IN FINANCE
Best Ways to Leverage Video in 2025 to Boost Customer Engagement
Integrate video top tips and practices into your content strategy to maximize engagement, conversation, and customer experience. Gain practical takeaways from early adopters on how to:
- Scale video capabilities through partnerships and video-generating technologies.
- Identify the most impactful metrics and measurements to assess success.
- Interpret data to identify patterns, compare channels, and maximize engagement.
Embrace data-driven video marketing to capture attention and educate your customers.
