Archive | Event Reports

Investing in Employee Ownership

Investing in Employee Ownership: More from SHARE2020

Investing in employee ownership could be a smart strategy for individual investors and would certainly be good for society. As I mentioned recently, I was delighted to see investing in employee ownership as a major topic of discussion at the recent SHARE Summit 2020 in Vancouver. At that conference, Ted Howard outlined principles for a […]

Continue Reading ·
SHARE Summit 2020

SHARE Summit 2020

SHARE Summit 2020 was a first for me. I had never attended a conference put on by Canada’s Shareholder Association for Research and Education. I encourage Americans to learn from our northern neighbors. Next year’s Summit will be in Toronto, so may be more accsssible to most readers than this year’s in Vancouver. (more…)

Continue Reading ·
YourStake @SRI30

YourStake.org at SRI30 Conference

YourStake.org had one of the most crowded booths at the #SRI30 Conference last November. Maybe it was the cardboard box draped with an old Halloween costume around a computer and printer that drew people in. Maybe it was product. The center of attention looked a  like a homemade video arcade to me. Every time I walked […]

Continue Reading ·
Professional Athletes at SRI30

Professional Athletes at SRI30

Professional Athletes at #SRI30 were touted as the “next wave of impact.” I was delighted to learn from a panel of retired professional athletes about their second careers… giving back to the community. I am not a big sports fan but most Americans are. This panel presented a great opportunity for many the SRI community […]

Continue Reading ·
2019 Moakoqitz Research Winners

2019 Moskowitz Prize Winners

The 2019 Moskowitz Prize Winners were named at the annual SRI Conference last week. The prestigious prize is the only global award recognizing outstanding quantitative research in sustainable and responsible investing. Since its launch in 1996 by Berkeley Haas and US SIF, its winners have explored shareholder activism, socially responsible mutual funds, and social responsible investing as a catalyst […]

Continue Reading ·
Joe Keefe SRI Conference Remarks

Joe Keefe SRI Conference Remarks

Joe Keefe, President and CEO of Pax World Funds, gave the following speech on November 14 on the occasion of the SRI Conference 30th anniversary. I reproduce the speech here for those who could not make it to this important event and because I believe Joe Keefe captured the essence of #SRI30. Note that Pax […]

Continue Reading ·
2019 Public Fund Forum Takeaways - Montage Deer Valley

2019 Public Funds Forum Takeaways

Listing 2019 Public Funds Forum takeaways is not easy. First, the Forum is held under Chatham House Rule, so no direct quotes. Second, I was networking and collaborating on various projects, so was not there for every panel or speaker. Third, my 2019 public funds forum takeaways focus only on what was new to me, […]

Continue Reading ·
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 […]

Continue Reading ·
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 […]

Continue Reading ·
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. […]

Continue Reading ·
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 […]

Continue Reading ·
#MICUS 2019

MICUS 2019: #Susty #VR

MICUS 2019 was my first Morningstar investment conference. It was HUGE, with lots interesting exhibits, speakers and attendees. I had a chance to chat with Ray Sin who, along with Ryan Murphy and Samantha Lamas, authored The True Faces of Sustainable Investing: Busting Industry Myths Around ESG. Additionally, I got a chance to play a […]

Continue Reading ·
CSR 5.0 Skytop Strategies

CSR 5.0 Skytop Strategies

CSR 5.0. I must have missed 2.0 through 4.9… focused on corporate governance and ESG. This was my first Skytop Strategies conference (agenda) or one specifically on the topic of CSR. It was billed as presenting “the evolution of corporate social responsibility from its initial shared value paradigm to its current form. The program will […]

Continue Reading ·
directors forum 2019

Directors Forum 2019

What follows are quick takes, with many incomplete sentences, from the recent Directors Forum 2019 held in San Diego. These are highlights from the notes of one participant, from my perspective as a shareholder advocate. If you attended, I am sure you have different takeaways. Please share them as comments. Like all Directors Forums, this one […]

Continue Reading ·
Judicial Independence

Judicial Independence: Conflicts

Judicial Independence: Conflicts of Interest was the primary focus of last week’s first Rock Center / SVDX program of the academic year. It was titled Condos on Lanai, Private Planes, and Electric Cars: Judicial Views of Purported Conflicts Among Silicon Valley Director. (more…)

Continue Reading ·
Facets of Risk Panel - Corporate Directors Forum

The Many Facets of Risk

Facets of Risk – my abbreviation for The Many Facets of Risk: Threats Posed by Internal Cultural Issues – the topic of a panel at the Corporate Directors Forum I attended in San Diego in January. This will be the last of my reports from that Forum. Like all Corporate Directors Forums, Facets of Risk operated under the Chatham […]

Continue Reading ·
Measuring Effectiveness

Measuring Effectiveness: SDG Investing

A new measuring effectiveness roadmap helps investors ensure they are moving beyond generating environmental or social impact through individual market transactions and are better aligning with broader system-level goals (e.g., the United Nations Sustainable Development Goals, SDGs). Group action along the same trajectory can better influence system-level change. The measuring effectiveness roadmap helps investors answer […]

Continue Reading ·
Transforming Capital Markets

Transforming Capital Markets

Transforming Capital Markets; that will be my abbreviation for Transformation of Our Capital Markets. the topic of a panel at the Corporate Directors Forum I attended in San Diego in January. Yes, I’m still digesting all the great conversations. Like all Corporate Directors Forums, this one operated under the Chatham House Rule, so you will not find any direct […]

Continue Reading ·
Talent Management panelists

Talent Management: #CorpDirForum2018

Culture: A Driving Force in Talent Management was the topic of a panel at the Corporate Directors Forums I attended in San Diego in January. Yes, I’m still digesting all the great conversations. Like all Corporate Directors Forums, this one operated under the Chatham House Rule, so you will not find any direct quotes below. These are […]

Continue Reading ·
Cultural Risks Panel

Cultural Risks: SVDX & Rock Center

Cultural Risks: As Advertised Cultural risks were the topic of a recent Rock Center / SVDX event. The spotlight often shines on cultural risks only after an organizational crisis or incident. But forward-looking leaders are shifting to a proactive approach to cultural risk management. Macro business issues—cost and regulatory pressures, digital disruption, cyber threats, talent shortages, […]

Continue Reading ·
Compensation #corpdirforum2018

Compensation: The Difference it Makes

Compensation:  The Difference it Makes Compensation. Most Americans think CEOs of the 500 largest publicly traded corporations are overpaid, even though they think CEOs made less than a tenth of what they actually earn. The Rock Center for Corporate Governance at Stanford University conducted a nationwide survey of 1,202 individuals — representative by gender, race, […]

Continue Reading ·
Culture Impact #corpdirforum2018

Culture Impact: Directors Forum 2018

The Culture Impact: Values, Attitudes & Strategic Directions Culture impact in corporate governance got a big boost with NACD Blue Ribbon Commission report Culture as a Corporate Asset. A brave panel tackled the topic, The Culture Impact: Values, Attitudes & Strategic Directions, at the Corporate Directors Forums I attended in San Diego. Like all Corporate Directors Forums, this […]

Continue Reading ·
Shareholder Hot Topics

Shareholder Hot Topics: Corporate Directors Forum 2018

Shareholder Hot Topics: Introductory Notes Most of the Corporate Directors Forums I have attended in San Diego start with “Shareholder Hot Topics.” There is widespread interest in the subject from directors, management, shareholders, consultants and academics. This year the Forum had an overall theme, “How Culture Impacts the Boardroom and Beyond.” Corporate culture is the […]

Continue Reading ·
AI Robotics panel

AI: Boards Embracing Technology

Robotics and AI: How will Boards Embrace Tomorrow’s Technologies? As advertized: AI and Robotics are coming. There is no question that disruptive technologies are going to dominate not only what is introduced into the marketplace but also how our businesses are operated internally. Two evolving, and already disruptive forces, are robotics and artificial intelligence (AI).  […]

Continue Reading ·
valuation of dual-class firms

Dual-Class Should Sunset Says Rob Jackson

US stock exchanges should require sunset provisions for dual-class shares, SEC commissioner Rob Jackson said in his first speech since taking office last month.  In the speech at UC Berkeley School of Law, he likened dual-class shares that do not sunset to “corporate royalty” and said such structures were “antithetical to our values as Americans.” […]

Continue Reading ·
Kara Stein on Mutualism

Mutualism: Kara M. Stein

Mutualism, the subjects of Kara Stein’s recent talk at Stanford Law, has been a subject that has fascinated me since the 1980’s when I  was awarded an NIMH Fellowship to study what types of corporate governance structures (including mutualism) might be most beneficial to employees, shareholders, and society. I applied many lessons learned in heading […]

Continue Reading ·
Earning It - Lublin

Earning It: Lublin @ Corporate Directors Forum

Earning It: Introductory Notes Joann Lublin gave the opening keynote at the recent  Corporate Directors Forum 2018 in San Diego. She spoke largely about her new book, Earning It: Hard-Won Lessons from Trailblazing Women at the Top of the Business World. This year the Forum had an overall theme, “How Culture Impacts the Boardroom and Beyond.” Corporate […]

Continue Reading ·
CES NACD Northern California Chapter

2018 CES: Northern California NACD Insights

The 2018 CES (Consumer Electronics Show) and its impact on boards was the subject of a January 31 meeting of the NACD’s Northern California Chapter. We met at the offices of WilmerHale in Palo Alto. We heard primarily from Maureen Conners, Fashion Incubator San Francisco board director and former director of Deckers Brands (NYSE: DECK); […]

Continue Reading ·

Powered by WordPress. Designed by WooThemes