You probably know Jami Stout is co-founder of The Financial Marketing Summit & one of the top affiliate managers in the industry. What you might not know is that Jami is also Co-founder & CEO of RevenueTree, an affiliate marketing platform with exclusive access to an affiliate universe that’s sold $5.7 billion.
Or that she is an operating partner in Loyal Companies, a private equity firm focused on deals sizes up to $100 million. Or that she’s co-founder of Digify, an A.I. compliance technology company. One of the industry’s super connectors, Jami has taken a lead role in helping the financial publishing and marketing industry develop scalable affiliate opportunities (including a soon to be announced deal with a $9 billion company FMS readers will hear about first).
John Newtson, co-founder of the Financial Marketing Summit is also Managing Partner of Pendry Cannon, a strategic advisory firm specifically engineered to connect financial publishers & marketers with deal makers throughout the financial services value chain.
He founded The Cannon Network, an exclusive business network connecting CEOs, entrepreneurs, and financial executives across the financial value chain in ways that generate business. Cannon Network events have put financial publishers, editors, and educators into conversation with c-level and other execs from the Nasdaq, BlackRock, Exxon Mobile Saudi Arabia, Guggenheim Partners, BlackRock, veterans of Mubadala (The UAE Sovereign Wealth Fund), Bridgewater, as well as the founders & CEOs of some of today’s most successful startups and early stage companies, private equity firms, investment bankers, and family offices.
Michael Pizzo is the owner of Twin Cardinal (www.twincardinal.com), a strategy and growth advisor specializing in the Financial Publishing space. He previously served as the Managing Director of Agora Financial, where he helped grow the business into a multinational financial research company.
Michael has also held marketing positions at eBay, Johns Hopkins University and consulted with several direct response businesses. He holds a degree from University of Delaware and a Masters in Marketing from Johns Hopkins University.
Scot Cohen is Managing Partner of V3 Capital Partners, a leading private equity firm focused on M&A advisory services and debt & equity financing.
Scot is also Chairman of Wrap Technologies, a Nasdaq listed company delivering advanced security and safety solutions. He also knows the financial publishing industry well and is coming to share how our industry is becoming viewed by other capital markets focused sectors. Over the years he’s run roadshows for somewhere in the neighborhood of a 1,000 companies raising capital.
Damon Wright is a Partner in the Washington, D.C. and Alexandria offices of Gordon & Rees and a member of the Advertising & E-Commerce, Intellectual Property, and Commercial Litigation practice groups.
His firm includes a focus on financial publishing and recently Damon has been helping train internal compliance officers for various financial publishers.
Damon has also been kind enough to provide all FMS attendees with a new and updated E-Commerce Legal Guide that includes a specific section on Financial Publishing. Look for it in the event app.
Morgan Busby is CEO of Financial Media Corp and in recent years has built out an entire ecosystem of new companies including multiple financial publishing groups.
He’s one of the most prolific deal makers in the financial publishing, trader educator, and media industries.
He’ll be joining a panel discussion to share how he’s dramatically expanded his company and launched multiple new divisions.
Jason Stogsdill is the Managing Director of Traffic Titans, a performance based traffic agency focusing on the investing and trading niches.
Traffic Titans generates leads and sales on a CPA basis with a focus on Google traffic. Each member of the team from creative to analysts eats, sleeps and breathes financial traffic.
Eric Johnson is co-founder and Chief Marketing Officer at Sales Agency & Traders Agency and manages millions per month in media spend.
He’s been buying traffic and building companies for 17 years. Famous Writer Milan Kundera once said, “Business has only two functions – marketing and innovation.” Great marketing leaders are those who are able to bring these two concepts together to not only succeed in reaching goals, but also exceeding them by creating formulas for scalable growth.
Wes Anderson is the Head of Customer Acquisition for Angel Publishing, who saw over a 50% increase in Net Revenue in 2020.
By fostering strategic affiliate relationships alongside managing media buying on most major ad networks, Wes has increased front end acquisition by over 100% YoY while drastically improving breakeven time. Wes credits their custom built reporting software OptiPub for allowing him access to every relevant data point to make the best revenue generating decisions in real time.
Just about everyone in media & acquisition in finpub knows Charles Flagle.
He used to run media buying for Money Map Press, where he was instrumental in acquiring the customer base to build some of the company’s biggest franchises.
Now, he runs his own agency, Rif Marketing, where he spends hundreds of thousands each DAY on various ad networks. He’s been at the top of the acquisition game in financial publishing for years.
Kyle Graham is a technology entrepreneur and engineer.
Since learning to code at the age of 8, he has a proven track record of building disruptive, first-to-market technologies (such as one of the first online WYSIWYG website builders in 1999) and growing companies around them. He is currently the CEO and Chief Engineer at 10 Minute Funnels, a powerful, drag-and-drop, website and sales funnel building platform used by over 30,000 paying subscribers to build over 200,000 websites.
David Dittman has managed & scaled operations for publishers growing through nearly every phase of business – from startup to $5 million up to $50 million and growing up over $100 million.
He’s one of the few people in the industry who has had to implement & manage marketing & business operations both pure bootstrap environments and also while having access to some of the largest budgets.
David is one of the most experienced people in the industry with a practical understanding of how to actually scale a business without blowing up.
Matt Warder is an internationally recognized energy, metals, and mining analyst with nearly two decades of experience covering the natural resource and industrial sectors.
As founder and CEO of management consultancy and financial analytics firm Seawolf Research, he provides investment and consulting services to clients across multiple sectors with a pronounced focus on consumer behavior, precious metals and industrial commodities.
Prior to forming Seawolf, Matt co-founded and served as Director of Energy Capital Research Group (ECRG), where he managed an 8-person financial analysis team dedicated to cross-sector equity research, due diligence, financial modeling, and commodity supply/demand/price forecasting for a major financial publisher. In that remit, he designed and directed devel
Chris Daigle is a Growth Architect and Strategic Advisor with over 20 years expertise in M&A, business development, digital marketing, direct response marketing, and affiliate program development & management, and is known for his consistent success in scaling companies quickly; making the growth easy; and keeping the owners sane in the process.
Having taken several companies beyond $100m in annual sales, some of his successes include developing new business with Tim Sykes, Robert Kiyosaki (Rich Dad), James Altucher and others, that have generated over $250m to date.
In addition to this project, Chris stays active with investments in financial publishing, SaaS for retail investors, commercial real estate development, and general business brokerage.
Rob Braddock is one of top financial copywriters writing today.
“Both at his trial months ago, and as he waited for a federal judge to sentence him Tuesday, Robert Braddock Jr. maintained his silence.”
That’s the opening line in the newspaper written the day after he was sentenced to more than 3 years in federal prison.
Nine years ago, he was one of the most sought-after political finance directors in the country. Shortly after that, he would’ve been crossing this stage in handcuffs and an orange jumpsuit.
That’s all in the past. Now, he’s the copywriting mastermind behind half-a-dozen multi-million dollar launches for some of the most prestigious clients on the planet—and for the first time ever, he’s breaking his silence.
In this new era of compliance… what can a sought-after consultant turned ex-con turned million dollar Copy Chief (and part time hand model) teach you about hyping your promo without getting cuffs slapped on your wrists?
You’re about to find out.
Bret Holmes has been the secret weapon of several of the fastest growing publishers in the last several years.
He’s one of the smartest marketers in our industry when it comes to monetizing your audience.
He was employee #3 at Money Map Press back when it started. During his tenure it grew to well over $200 million in sales, where he was integral in building and managing the marketing, media buying, and sales teams.
Since going out on his own as an independent consultant he’s consistently helped financial publishers achieve exponential sales growth while building the teams needed to handle that growth. Several of the fastest growing publishers in the industry work with Bret.
He’s joining us at FMS to talk audience monetization, list marketing, and more.
Tanya is Founder and CEO of Karma & Co, a company built entirely on relationships. She has orchestrated a vast partner network in the Travel & Hospitality, Sports & Entertainment arenas predicated on one simple business idea: provide ACCESS and VALUE by leveraging partner assets. Karma secures access to a variety of talent and inventory from its global partner network and passes that access to its members through one-of a kind, unique, custom-curated experiences.
Tanya brings more than 20 years of experience in executive leadership roles with Fortune 50 companies in the Finserv, Telco and Travel & Hospitality industries. She created a HNW Experiential Loyalty Program – the first of its kind – recognizing and rewarding clients with a minimum $1M AUM and an average of more than $100M AUM. She developed luxury partnerships and curated bespoke experiences, resulting in significant market share shift and increased AUM for the firm. Tanya managed a combined revenue portfolio of $40B+ while at American Express and U.S. Bank.
Tanya is a master at relationship management. She is particularly successful in identifying, negotiating, executing and managing profitable business relationships and innovative programs. Tanya stays active curating bucket list experiences for philanthropic fundraising efforts nationwide.
Deal making is a part of Tanya’s DNA…..rest assured she is creating deals even when she sleeps.
BONUS Virtual Sessions
Look for these sessions inside the FMS Event App!
Marco Ferri, Director of Business Development at Beacon Street Group.
Marco Ferri was appointed to serve as Director of Business Development for Beacon Street Group in 2018. He leads all external growth initiatives, including acquisitions and joint ventures, and is responsible for identifying and fostering relationships with potential targets and partners. Prior to joining the Beacon Street family, Marco was a founding partner at the law firm of Avila Rodriguez Hernandez Mena & Ferri LLP (ARHMF) in Miami, Florida, where he specialized in mergers, acquisitions and joint ventures, among other concentrations. Prior to founding ARHMF, Marco was a partner at Holland & Knight LLP, an AmLaw 100 international law firm. Marco earned a Bachelor of Business Administration in Marketing from the University of Notre Dame in 1995, and received his Juris Doctor, cum laude, from the University of Florida, Levin College of Law in 1998.
In this special session Marco joins John Newtson to discuss the Rise of the Retail investor and its impact on our industry, the changing landscape for media & publishing within the larger context of financial services, and the particular things BSG is looking for right now in terms of potential acquisitions and strategic partnerships.
Dr. Martin D. Weiss is the founder of Weiss Ratings, the nation’s leading provider of 100% independent grades on stocks, mutual funds, and financial institutions, as well as the world’s only ratings agency that grades cryptocurrencies.
He founded his company in 1971, and thanks largely to his strict independence, has established a 50-year record of accuracy that is often the envy of competitors. Forbes called him “Mr. Independence.” The US Government Accountability Office reported that the Weiss insurance company ratings outperformed those of his closest competitors by a factor of three-to-one.
Martin is one of the most experienced publishers in the industry. His father can be credited as actually CREATING the financial publishing industry.
Martin has also been the #1 advocate for both the financial publishing world & the individual investors. He founded the Financial Publisher Association to give the industry a unified voice and to create a channel for us all to discuss and share best practices.
In this special virtual session John Newtson interviews Martin about the changes in the industry over the years and explores the opportunities for financial publishers today.
Event Schedule
June 7th Welcome Night Networking
3:00-7:00 PM Private Sessions with Speakers & Sponsors.
7:00-9:00 PM Welcome Night Networking & Cocktails
June 8th FMS Begins!
7:45-8:50 AM Networking Breakfast
9:00 FMS Welcome – Andrew Keene, Master of Ceremonies
9:15-10:00 The FinPub Revolution: The explosive new business opportunities for financial publishing entrepreneurs & marketers lining up as financial services begins its collision with our industry. Presenter: John Newtson
10:05-10:55: Discussion Panel: The Changing Landscape of Financial Publishing. Presenters: Scot Cohen, John Newtson, Morgan Busby
10:55-11:10 Mid-Morning Break
11:15-11:50 How Macro Markets & Data Modeling Predict Successful Promotional Themes 4-6 months in advance. Speaker: Matt Warder
11:55-12:30 The Future of Marketing: Three Quantum Leaps you can make to explode your marketing results. Speaker Kyle Graham
12:30-2:00 Lunch
2:00-2:40 A Political Operator’s Secrets to $1+ million launches. Presenter: Rob Braddock
2:50-3:30 Discussion Panel: Strategic Deal Making: How creative deal making can launch new businesses, create new revenue streams, and recruit superstar talent. Presenters: Jami Stout, Chris Daigle, Morgan Busby, John Newtson, and Tanya Turner
3:35- 4:00 Special Announcements
4:00-5:30 Speed Networking Session: Connect with every other attendee to make sure you know who’s who and who you can do the most new business with. Sponsored & Hosted by Eric Johnson & Joel Skretvedlt of Sales Agency
6:00-8:00 Networking Cocktail Hour. Hosted by Weiss Research
7:45-9:00 The Triple Crown Lounge for FinPub Accelerator members. Come network with West Point Thoroughbreds, investors in American Dreaming, winner of the 143rd Kentucky Derby (and who boast $56 million in purses won) for this special bourbon tasting of Woodford Reserve’s Kentucky Derby 147.
June 9th
8:00-8:50 General Networking Breakfast
8:00-8:50 PRIVATE: FinPub Accelerator Members Breakfast
9:00-9:10 Welcome – Andrew Keene, Master of Ceremonies
9:10-9:40 Conversation: Monetizing Your Audience. Presenters: Bret Holmes, Mike Pizzo & John Newtson
9:45-10:30 Discussion Panel: Traffic, Media, and Customer Acquisition: Presenters: Eric Johnson, Jason Stodsgill, Charles Flagle, and Wes Anderson
10:35-11:15 Discussion Panel: Operational Problems & Opportunities. Presenters: David Dittman, Mike Pizzo, John Newtson
11:15-11:30 Mid-Morning Break
11:30-12:20 Updates on Legal Issues & Compliance in 2021 Speaker: Damon Wright
12:20-2:00 Lunch
2:00-3:00 Turning Problems into Assets: How Strategic Problem Solving Can 100X Your Business Through New Assets. Presenters Jami Stout and John Newtson
3:00-4:00 General Networking Sessions
