13th ANNUAL GRAMERCY INSTITUTE FINANCIAL MARKETING STRATEGY AWARDS

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GRAMERCY FINANCIAL MARKETERS’

FORUM: NEW YORK

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.

AGENDA

GRAMERCY FORUM: NYC

NEW DAY: WHAT ESG MEANS TO FINANCIAL MARKETING

 

8:00 BREAKFAST: Breakfast is Served

 

8:30 OPENING REMARKS: New Day: What ESG Means to Financial Marketing

  • Bill Wreaks, Chief Analyst, Gramercy Institute

 

8:45 PRESENTATION: What Shade of Green? Investor Perception Vs. Reality

  • Andrew Corn, CEO, E5A Integrated Marketing

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

 

9:05 PANEL: The ESG Culture Shift: Why ESG Matters to Financial Marketers

  • Craig Cooperman, Vice President Digital Campaign Execution & Social Media, Mutual of America 

  • Jon Holding, Head of Brand, Content & ETF Marketing, Invesco US 

  • Anthony Nygren, EVP, EMI Strategic Marketing

  • Robert Powers, EVP, Financial Services Lead, MERGE

  • Kevin Steen, Principal, Financial Services, Sullivan 

 

9:40 PANEL: 2023: Telling The Financial Brand’s Story and Telling It Well

  • Joanna Carlish, Managing Director, Financial Services, Tag.

  • Daisy Okas, VP, Marketing & Engagement, Moody’s ESG Solutions

  • Meghna Prasad, VP Search & Digital Channels, Payments, J.P. Morgan 

  • Rachel Tuffney, President, Dianomi USA

  • Jim Sansevero, Partner, Brand Management, Lord Abbett

 

10:15 BREAK: Coffee, Conversation & Refreshments

 

10:45 PRESENTATION: The Science & Art of Content for the C-Suite

  • Joanna Harrison, Head of North America, Alpha Grid

 

11:05 PANEL: Staying Relevant in Financial: Navigating The Media & Content Landscape

  • Louis Cohen, Director & Digital Marketing and Demand Generation Leader, EY

  • Jim Hummerstone, Director, Global Advertising & Media, CFA Institute

  • Rebecca Dyckman, Research and Insights Lead, Ptarmigan Media-Americas

  • Alexander Samuelson, Managing Director, Global Head of Media Relations, Neuberger Berman

  • Anthony Vitalone, Chief Digital Officer, Head of Global Digital & Marketing Operations, Van Eck

 

11:40 PANEL: ESG Financial Products: What Are We Selling? How Are We Marketing Them?

  • Jill Deardorff, President & CEO, Deardorff

  • Kelly McCarthy, Head of Marketing-Americas, PineBridge Investments

  • Paula Pullano, Global Head, Marketing for Governance & Communications, Broadridge Financial

  • Matthew Slivinski, Director, Brand & Marketing, Barclays Investment Bank

  • Ane Urcelay, Marketing Manager, InvestingChannel 

 

12:15 AWARD PRESENTATION: Gramercy Institute ESG Marketing & Communications Awards

 

12:25 AWARD PRESENTATION: Gramercy Institute ESG Marketing & Communications Awards - Best of Show Award Presentation

 

12:30 CLOSING REMARKS

 

12:35 FORUM CLOSES

VIP REGISTRATION

Event Date: Wednesday, June 15, 2022 (8:00AM-12:45PM)

includes breakfast, breaks & moderated program.

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

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For questions about sponsorship please contact Bill Wreaks

COVID-19 PROTOCOL

Please note you must be COVID-19 vaccinated to attend this event