Gregory Yates is Head of Marketing, Financial Services at Goldcast, where he leads go-to-market and experiential strategy. With over 25 years of experience, Gregory has been leading innovation in emerging marketing technologies, narrative-led brand positioning, and experiential campaigns that drive engagement, perception, and growth. He has held leadership roles at Institutional Investor, InvestingChannel, and Fox Interactive Media, leading integrated campaigns across financial services, fintech, AI, and media. He also advises emerging tech companies on PR and digital strategy. Gregory serves as a Board Director for the Financial Communications Society and is a visiting lecturer at Baruch College. He hosts two podcasts: Gold Theory, spotlighting bold business leadership, and Got Spice?, focused on lifestyle, culture and entrepreneurship.
Day 1: Nov 6, 2025
Day 2: Nov 7, 2025
12:00 pm
INDUSTRY EXPERT PRESENTATION:
Leading the Shift: Modern Marketing in a Legacy Industry
Financial services is undergoing a quiet revolution and marketing is at the center of it. In this candid fireside chat, top marketing leaders share how they’re evolving trusted, regulated brands while staying rooted in credibility and compliance. Walk away with key insights on:
- Scaling authentic client experiences in a digital-first world, where AI, personalization, and human connection must work in harmony
- Balancing tradition with transformation to lead teams through rapid change
- Future-proofing a marketing organization in one of the world’s most legacy-bound industries
- Reimagine your brand strategy, navigate compliance with creativity, and learn to lead with more impact
Reimagine your brand strategy, navigate compliance with creativity, and learn to lead with more impact

