Josh Levin

Josh Levin of OpenInvest Interviewed by Sonya Dreizler

Josh Levin of OpenInvest was kind enough to chat with me at Morningstar’s Investment Conference earlier this year. Unfortunately, I was busy and distracted but curious about Josh Levin and his investment platform. Could OpenInvest and similar firms disrupt the mutual fund industry? Andreessen Horowitz, YCombinator, QED, and others back OpenInvest financially. I knew OpenInvest allows customers […]

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CalSTRS Corporate Governance Investment Officer II

CalSTRS Corporate Governance Career Opportunity

CalSTRS Corporate Governance Division Seeks Investment Officer II The CalSTRS Investments Branch seeks a motivated individual to work as an Investment Officer II in the Corporate Governance Division.  Qualified readers should apply to this opportunity of a lifetime. Many decades ago, I helped persuade CalPERS to form a corporate governance unit. They chose one of […]

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Tepper - Myth of Capitalism

Tepper’s Myth of Capitalism reviewed

Tepper begins his book (with Hearn) by recounting United Airlines forcibly removing paying passenger Dr. David Dao, a Vietnamese-American pulmonologist, from an overbooked plane. The video of him going unconscious and bloody went viral. United’s CEO initially blamed the passenger for resisting but later settled. Jonathan Tepper and Denise Hearn fail to mention Dr. Dao suffered a broken nose, loss […]

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Charles Schwab on cover of Invested

Schwab: Invested

Charles Schwab chronicles the history of his namesake firm in Invested: Changing Forever the Way Americans Invest. I knew he led a technological revolution and was among the first to slash prices. From A Nation of Small Shareholders, I also knew Schwab was on a long-term mission to have every American share in our growing […]

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SSgA critical of GHG short-term

SSgA Critical of GHG Short-Term Disclosures

SSgA critical of GHG short-term perspective offered up by oil and gas, mining and utility disclosures on addressing greenhouse gas emissions. If we are to maintain a salubrious environment, much of the coal and oil will turn out to be stranded assets. Given that reality, I reallocated most positions I had in this sector to […]

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2019 CalPERS CalSTRS Diversity Forum

2019 CalPERS CalSTRS Diversity Forum

2019 CalPERS CalSTRS Diversity Forum lived up to its billing as a unique opportunity to engage with industry leaders and experts on diversity and inclusion topics such as: The “Why” and “How” of driving diversity and inclusion Building and sustaining a positive corporate culture Human Capital Management metrics and their value to investors In the following […]

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LGBTQ CorVel

LGBTQ CorVel Win by Walden

LGBTQ CorVel (CRVL) workplace equality advocates celebrate a significant victory in the midst of a historic Pride month representing the 50th anniversary of the Stonewall riots. Shareholders will have a voice on CorVel’s EEO policy. (more…)

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Netflix 2019

Netflix 2019: Ignore Shareholders Again?

Netflix 2019 annual meeting June 6. Netflix has adopted the paternalistic culture of Mad Men, ignoring shareholders. To enhance long-term value, WITHHOLD vote from ALL directors. Vote AGAINST Pay & Auditor. Vote FOR Disclose Political Contributions & Adopt Simple Majority Vote.  (more…)

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The Age of Living Machines

The Age of Living Machines

The Age of Living Machines: How Biology Will Build the Next Technology Revolution by Susan Hockfield provides a quick read of what is on the horizon. The former president of MIT believes the convergence of biology and engineering  will be as transformative as the previous convergence of physics and engineering. (more…)

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Severyn Bruyn - Lover of Life

Severyn Bruyn: Impactful Life Celebrated

Severyn Bruyn: Obituary Severyn Bruyn – On May 26, 2019, retired professor of Sociology at Boston College, Severyn Bruyn, passed away peacefully at age 91 with family at home in Newton. He leaves his beloved wife Louise Bruyn, son George Bruyn and his wife June Epperson, daughter Rebecca Bruyn and her wife Cindy Rosenbaum, daughter […]

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Training for Sunstainable Investing

Training for Sustainable Investing

Training for Sustainable Investing was a topic at the most recent Morningstar Conference in Chicago. (#MICUS) I would like to learn more the education of investment advisors in #ESG, #SRI, #corpgov issues. Interest in sustainable investing was high at the conference due to fund flows and client inquiries. However, I only saw a couple of […]

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One Share Onve Vote Debate

One Share, One Vote? Dual Class Debated

“One Share, One Vote? A Debate on Dual Class Share Structures” was the title of this year’s Morrison & Foerster Lecture in honor of Marshall L. Small, held at Stanford Law on May 20, 2019. The side favoring a ban, or at least sunset provisions, on dual class shares was slightly more convincing in their arguments. […]

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BlackRock 2019 CorpGov Voting Guide

BlackRock 2019 Proxy Voting Guide

BlackRock 2019 annual meeting is May 23. To enhance long-term shareholder value, vote AGAINST directors Murry Gerber; Jessica Einhorn; William Ford; Margaret Johnson, Cheryl Mills; Gordon Nixon; Ivan Seidenberg; and Marco Antonio Slim Domit, as well as pay and the auditor. Vote FOR shareholder proposals to report lobbying and move to a simple majority voting […]

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Amazon 2019 ProxyInsight

Amazon 2019 Proxy Voting Guide

Amazon 2019 annual meeting is May 22nd, so vote online by May 21st. To enhance long-term shareholder value, vote AGAINST Thomas Ryder, pay and auditor. Vote FOR all shareholder proposals EXCEPT #12 Report on Board Ideologies. (more…)

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PayPal 2019

PayPal 2019 Proxy Guide

PayPal 2019 annual meeting is May 22nd. Vote AGAINST Casares, Christodoro, Donahoe, Dorman, McGovern, Schulman, Exec Pay, & Auditor. Vote FOR Disclose Political Contributions & Human Rights. (more…)

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Sustainability at Morningstar

Sustainability at Morningstar

Sustainability at Morningstar (Morningstar Investment Conference #MICUS) in Chicago was an important topic, growing in popularity. As posted, their research found “72% of the United States population expressed at least a moderate interest in sustainable investing.” Nice to know many value a habitable planet as well as profits. However, research from Morningstar also finds we […]

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3D Systems 2019

3D Systems 2019 Proxy Guide

3D Systems 2019 annual meeting is April 20th. Vote AGAINST Curran, Kever, McClure, Moore, and Wadsworth. Vote FOR all other items, including lowering the threshold requirement to call a special meeting. (more…)

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