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New Day: What ESG Means

to Financial Marketing

Investor priorities have shifted. The relationship between Environmental, Social & Governmental (“ESG”) issues and the financial services industry cannot be ignored today.  Accordingly, the impact that ESG has had on financial services marketing and communications in the recent past has been nothing less than extraordinary. Further, the role that ESG thinking promises to play in the future of financial services marketing is clear. This is no fad.


Join the Gramercy Institute as we explore and explain the ESG-Financial Marketing relationship and discuss its impact on our industry in the years ahead.

In connection with this important topic, Gramercy Institute is pleased to showcase “who’s doing it right” as we award the winners of the Gramercy Institute ESG Marketing & Communications Awards at this same Gramercy Forum.

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8:00 Breakfast: Breakfast is Served

8:30 Opening Remarks: ESG & Why It Matters to Financial Marketers & Communicators

  • Bill Wreaks, Chief Analyst, Gramercy Institute

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

9:00 Panel: ESG & Communications in Financial Services Today

  • Elizabeth Coleman-Chen, Executive Director, Head, Strategic Content Mktg, Alternatives & Sustainable Investing, Morgan Stanley Investment Management

  • Jen Corletta, AVP, Head, Corporate Policy, Water & Wall

  • Tara Gulla, Sr. Director, Product Strategy, TIAA

  • Doug Hesney, Chief of Staff, Ditto PR

  • Steven Lee, Senior Managing Dir. Marketing & Communications, Guggenheim Securities

9:40 Panel: Stand For Something: The Financial Brand in 2023

  • Katy Brady, Director, Brand and Content, Invesco

  • James Casey, VP, Digital & Creative, Selective Insurance 

  • Jan Deahl, Executive Director, Head of Marketing, Drake Star

  • Lynda Koster, Cofounder & Managing Partner, Growthential

  • Paul Leibowitz, President & Chief Creative Officer, Leibowitz

  • Kevin Steen, Principal, Sullivan

10:20 Break: Coffee, Refreshments & Conversation 

10:50 Panel: Content Marketing: Today’s Best Practices in Financial

  • Jillian Bannister, Chief Executive Officer, Ext. Marketing 

  • Duncan Milne, Managing Director, IMPRINT 

  • Jim Misener, President, CEO, 50,000feet

  • Anthony Nygren, EVP, EMI Strategic Marketing

  • Dan Tauber, Director of Marketing, Managing Director, Macquarie Asset Management-Alternative Investments

11:30 Panel: What’s Next? New Directions in Financial Media

  • Lou Cohen, Digital Marketing & Demand Generation Leader, EY

  • Andy Corn, Chief Executive Officer, E5A Integrated Marketing

  • Stephen Love, Group Director, Ptarmigan Media

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

12:10 Award Presentation: Gramercy Institute ESG Marketing & Communications Awards-Category Awards

12:30 Award Presentation: Gramercy Institute ESG Marketing & Communications Awards-Best-of-Show Award

12:35: Closing Remarks
Bill Wreaks, Chief Analyst, Gramercy Institute 

12:45: Forum Closes



Event Date: Thursday, May 18, 2023 (8:00AM-12:45PM)

includes breakfast, breaks & moderated program.

Location: 3 West Club | 3 West 51st New York, NY 10019

For questions about sponsorship please contact Gramercy Institute

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