3 - 5 June, 2024
Jackalope Hotel, Mornington Peninsula

CEO and
Heads of Marketing
Forum

3 June - CEO

4 June - CEO + Heads of Marketing

5 June - Heads of Marketing

The CEO and Heads of Marketing Forum 2024 is a gathering of top minds and leaders in the financial services sector, held at the prestigious Jackalope on the Mornington Peninsula. It's more than just an event; it's a crucial meeting point for shaping the future of asset management. Attendees will be surrounded by an atmosphere filled with innovative insights and forward-thinking strategies, tailored to help them navigate the ever-changing landscapes of financial services and asset management.

This forum brings together CEO and marketing heads who share a common goal of excellence and innovation. The agenda is focused on delivering impactful sessions, covering topics from leadership in the digital era to the latest trends in asset management and marketing technologies. Led by industry experts, each session aims to inform, spark meaningful dialogue and foster valuable connections.

At the CEO and Heads of Marketing Forum 2024, participants will step into an environment brimming with transformative ideas and exclusive networking opportunities, all aimed at propelling their organisations to new heights of success and influence.

The Melting Pot of Financial Services

Immerse yourself in the dynamic convergence of financial services, where a multitude of players including fund managers, superannuation funds, insurance managers, financial planners, and asset consultants come together, blending their expertise and perspectives to shape the industry's future landscape.

Direct-to-Consumer Marketing

Delve into the realm of direct-to-consumer marketing, where brands across the financial services spectrum forge direct connections with their target audience, bypassing traditional intermediaries to deliver personalised experiences and maximize engagement.

Vertical Integration as a New Trend

Embrace the emerging trend of vertical integration, where organisations streamline operations by integrating different stages of the production or distribution process, gaining greater control over quality, costs and customer experience across fund management, superannuation, insurance, financial planning and asset consulting sectors.

Data: The Secret Sauce

Harness the power of data as the secret sauce driving informed decision-making, personalised customer experiences, and innovation across the diverse spectrum of financial services, akin to the proprietary blend of herbs and spices in a renowned recipe.

High-Performance Culture

Foster a culture of excellence and achievement across fund management, superannuation, insurance, financial planning, and asset consulting sectors, empowering employees to unleash their full potential, innovate, and consistently deliver outstanding results aligned with organisational goals.

Partnership: A Key Ingredient to Future Success

Recognise the critical role of partnerships in future success, as collaborations among fund managers, superannuation funds, insurance managers, financial planners, and asset consultants drive innovation, unlock new growth opportunities, and enhance market presence collectively within the evolving financial services landscape.

The Intersection of Marketing and Sales

Explore the synergies between marketing and sales, leveraging strategic alignment and seamless collaboration among fund managers, superannuation funds, insurance managers, financial planners, and asset consultants to effectively communicate value propositions, nurture leads, and drive revenue growth across the industry spectrum.

Cybersecurity Session: Addressing the Biggest Risk in Financial Services

Engage in a dedicated session focused on cybersecurity, recognizing it as the foremost risk facing the financial services industry. Explore strategies to safeguard sensitive data, protect against cyber threats, and fortify digital infrastructure to ensure the integrity, confidentiality, and availability of critical financial systems and information. Gain insights into emerging cyber threats, best practices for risk mitigation and the role of proactive cybersecurity measures in preserving trust and confidence in the financial services ecosystem.

Sausages and Burgers: A Session of Enigmatic Exploration

Embark on an intriguing session titled "Sausages and Burgers," where the conversation ventures into uncharted territories, exploring topics that may seem unrelated or perplexing at first glance. This session encourages creative thinking, playful engagement, and outside-the-box discussions, fostering innovative ideas and unconventional perspectives that may spark unexpected insights and opportunities within the financial services domain.

Thought leaders

  • Audette Exel AO

    Founder
    The Adara Group

  • Sohail Inayatullah

    Chair
    UNESCO Futures Studies

  • Jo Wagstaff

    International leadership coach and author

  • Matt Jones

    Co-founder
    Four Pillars

  • David Haintz

    Principal
    Merchant Capital

  • Felicity Nicholson

    Managing director
    The Inside Network

  • Graeme Mather

    Co-founder
    Datafabric

  • Jamie Nemtsas

    Executive chair
    The Inside Network and Capital Outcomes

  • Julian Peterson

    Sales and marketing director APAC
    Dianomi

  • Michael Kollo

    CEO
    Evolved.AI

  • Rob Prugue

    Principal consultant
    Callidum Investment Research

Date: Monday 3 June - Wednesday 5 June, 2024
Location: Jackalope Hotel, Mornington Peninsula, Victoria

CEOs

Arrive: 10:30am Monday 3 June
Depart: 2pm Tuesday 4 June

CEOs
Monday 3 June

Exclusively for CEOs: A day dedicated to the visionaries at the helm, this session fosters an environment for CEOs to engage in strategic discussions, share insights, and explore leadership challenges in a setting that encourages open dialogue and exchange of ideas.

Heads of Marketing

Arrive: 10:30am Tuesday 4 June
Depart: 2pm Wednesday 5 June

CEOs + Heads of Marketing
Tuesday 4 June

CEOs meet Heads of Marketing: The synergy of leadership and marketing comes alive as CEOs and Heads of Marketing converge. This day is all about collaborative exploration, where leaders from both realms come together to discuss innovative strategies, marketing excellence, and joint ventures that shape the future of business.

Heads of Marketing
Wednesday 5 June

Heads of Marketing take the stage: Tailored for the creative minds in marketing, this day provides a platform for CMOs to delve into the latest trends in marketing, digital innovation, and customer engagement. It's an opportunity for Heads of Marketing to network, share their creative visions, and gain new perspectives that drive marketing success.

CEO and Head of Marketing

3-5 June


$6,000*

Ticket

CEO


3-4 June


$3,800*

Ticket

Head of Marketing


4-5 June


$3,800*

Ticket

*Excludes GST.

Jackalope Hotel
Mornington Peninsula


 

Set on one of the Mornington Peninsula’s most pristine vineyards, Jackalope is a new standard in luxury accommodation within driving reach of Melbourne.

A year-round destination located on Victoria's Mornington Peninsula, Jackalope is a timeless institution of unparalleled luxury, a revered icon of the Australian hotel and hospitality industry.

JAMIE NEMTSAS
Executive chair

jamie@theinside.network

CASSIE FISHER
Account director

cassie@theinside.network

THELIS MORAL-ABAD
Account director

thelis@theinside.network

FELICITY NICHOLSON
Managing director

felicity@theinside.network

CARIS GRAHAM
Account director

caris@theinside.network

REGISTER