Archive | Event Reports

#ICGN16

#ICGN16: Part 2

#ICGN16 was held in San Francisco, June 27-29, the annual meeting of the International Corporate Governance Network. #ICGN16 was the hashtag for tweeting at the meeting, so check Twitter for additional posts to #ICGN16. This is a continuation of a few of my rough notes from the conference. Accuracy for details isn’t one of my noted strengths, so […]

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#ICGN16

#ICGN16: Part 1

#ICGN16 was the hashtag for tweeting about the 2016 annual meeting of the International Corporate Governance Network held in San Francisco, June 27 – 29th, 2016. Check Twitter for additional posts to #ICGN16. What follows are a few of my rough notes from the conference. Accuracy for details isn’t one of my noted strengths, so […]

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clarcor

Walden Wins ESG Reporting at CLARCOR

CLARCOR Inc. (CLC) hosted its Annual General Meeting on March 29, 2016. A shareholder proposal led by Walden Asset Management for environmental, social and governance (ESG) reporting received 61% support from shareholders, excluding abstentions. With this result, CLARCOR joins a small minority of companies to ever experience a majority vote in support of on an environmental […]

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Apple Shareholders Rejected Real Proxy Access

Apple Shareholders Rejected Real Proxy Access

Apple shareholders rejected real proxy access at their meeting on February 25, 2016. Maybe shareholders thought they already have it. Recent decisions by the SEC could lead shareholders to believe proxy access was “substantially implemented.” Maybe they wanted to support Apple’s management while the company is under attack from the FBI.   ISS recommended a […]

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The Good, the Bad or Just Ugly - premeeting

Directors Prepare for Shareholder Activism

How should directors prepare for shareholder activism? That was the underlying question addressed by last week’s SVDX / Rock Center for Corporate Governance joint event – Shareholder Activism: The Good, the Bad or Just Ugly.  Shareholder activism is in the news almost every day. How does it play out in Silicon Valley? Is activism beneficial to (some) shareholders in the […]

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Reed's

Zombie Director Voted Out at Reed’s – Again

Once again, Reed’s (REED) zombie director Daniel S.J, Muffoetto was voted off the board by shareholders at the annual meeting. This time, it has impact. The board, or at least the controlling founder Christopher Reed, got the message. As I have noted previously, neither Mr. Muffoetto nor Michael Fischman (who was reelected) report owning any stock in Reed’s. […]

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Folio

Folio Investing: Daydreaming in 2016

It’s been two months since the SRI Conference in Colorado Springs but I’m still digesting content, like the potential of Folio Investing, and following up with other attendees. #AllinForImpact continues in San Francisco, Portland, Chicago, New York City, Boston and then Denver. Get to at least one of these conferences this year so you too can get inspired.  The people and idea are […]

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Water Risks

Deep Dive on Water Risks & iiWisdom

Water risks and and an Internet program from iiWisdom are the subjects of my last notes and photos from attending the Council of Institutional Investors Fall 2015 Conference in Boston. The Deep Dive on Water Risks was hosted by Ceres. The interactive Internet program from iiWisdom looks to be very handy for finding information contained in corporate proxies. Feel free […]

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Robert Bradway

Robert Bradway, Chair & CEO Amgen

More of my notes and photos from attending the Council of Institutional Investors Fall 2015 Conference in Boston… this from the keynote speech by Robert Bradway of Amgen. Feel free to post corrections, counterpoints and additional relevant material on his speech or Amgen, using the site’s comment feature. Find more posts from the conference on this site or Twitter […]

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Hedge Funds Policing Wall Street

Activist Hedge Funds Policing Wall Street

This is one of a many part series from the Council of Institutional Investors Fall 2015 Conference in Boston. This part of the program dealt with hedge funds and policing Wall Street. Sorry for the delay in posting but other tasks keep intervening. Keep in mind, I generally am not quoting speakers. Instead, I’m providing my […]

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Risk and Return

CIO Perspectives: Capital at Risk

Here are more of my notes and photos from the Council of Institutional Investors Fall 2015 Conference in Boston. I added the subtitle to the name of this session, which mostly explored managing risk in low-return environment but touched on many additional topics. Feel free to post corrections, counterpoints and additional relevant material on topic, using […]

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Ronald O’Hanley - Investing for the Long-Term

Investing for the Long-Term: #CIIFall2015

This was an interesting session from the Council of Institutional Investors Fall 2015 Conference in Boston. Please feel free to post corrections, counterpoints and additional relevant material on topic of Investing for the Long-Term, using the site’s comment feature. Find more posts from the conference on this site or Twitter by searching #CIIFall2015. Investing for the Long-Term Mark […]

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Chris Hitchen

Challenges of Pension Fund Chiefs: #CIIFall2015

This session was a transition between #ICGN15 and #CIIFall2015 conferences in Boston. Deborah Goldberg, the Treasurer of Massachusetts, provided the opening remarks. She was followed by a panel discussing the priorities and challenges of pension fund chiefs. Please feel free to point out any corrections, counterpoints and additional points using the site’s comment feature. (more…)

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Appleseed Fund

Appleseed Fund: One of the All in For Impact Sponsors

The Appleseed Fund, a sponsor of the recent #AllinForImpact SRI Conference, leverages its role as a shareholder advocate to encourage boards and management teams to become more transparent and responsible with regard to ESG matters. They believe investors can have significant influence on the companies they own through informal engagement, proxy voting and submitting shareholder resolutions. (more…)

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ICCR

Video Friday: ICCR 2015 Event – On Leadership

Leadership transitions are the ideal time to think about what it means to lead.  What is the role of leadership in building the “just and sustainable corporate world” the ICCR community envisions in its mission statement? During an interactive panel on Oct. 1, 2015, five dynamic leaders explored the role of corporate responsibility and the capital […]

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ICGN

ICGN Boston 2015, Part 3: Differential Voting Rights

This the third part of my coverage of this year’s ICGN event in Boston. These posts haven’t been checked for accuracy and I haven’t taken the time to edit the prose to make complete well-flowing sentences. Still, I hope you find them of some value. Morning keynote on Differential Voting Rights: Corporate governance and investor protection in […]

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Erik Breen

ICGN Boston 2015, Part 2: Global Proxy Season 2015

This the second part of my coverage of this year’s ICGN event in Boston. I’m not a very fast note taker, these posts haven’t been checked for accuracy and I haven’t taken the time to edit the prose to make complete well-flowing sentences. Still, I hope you find them of some value. This one is primarily about […]

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ICGN

ICGN CII Combined Meeting 2015

I attended day one of the ICGN Boston Event and CII 2015 fall conference at the Westin Copley Plaza in Boston, MA. I will do at least a post or two on this wonderful combined meeting in future. However, I’m also negotiating with a couple of companies on proxy access and will be taking a much needed vacation […]

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Replacing Board Members

Replacing Board Members: The Elephant in the Room

Finally, an SVDX/Rock Center event that just about packed the house! I’ve complained frequently that people, especially students from nearby universities, are missing out on these excellent programs. Attendees still looked mostly like directors to me. If students ever show up in large numbers, we’ll have to move to an arena or stadium. I’m not […]

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Society of Corporate Secretaries & Governance Professionals

Society 2015: Part 5 – Myron T. Steele & More

The last of my notes from the Society’s 2015 National Conference in Chicago, 6/24-27/20015. Part 1, Part 2, Part 3, and Part 4. Sorry to be posting so long after the event but I still find them useful… and going through my notes may help you remember some of the more interesting points if you attended or get some sense of what went on […]

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David Axelrod

Society 2015: Part 4 – Axelrod & Activists at Your Door

More of my notes from the Society’s 2015 National Conference in Chicago, 6/24-27. Part 1, Part 2 and Part 3. Sorry to be posting so long after the event but I still find them useful… and going through my notes may help me remember some of the more interesting points. David Axelrod Believer: My Forty Years in Politics @davidaxelrod I’m not sure why David Axelrod […]

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Driving Retail and Employee Votes

Society 2015: Part 3 – Driving Retail and Employee Votes

Driving Retail and Employee Votes The 2015 National Conference in Chicago, 6/24-27, was my first time attending one of the Society’s events. Part 1 and Part 2. Yes, I’m posting notes late but hopefully they are still useful. Panelists: Lawrence Dennedy, Irving Gomez, Martin Koopman, Theresa Molly In 2001 Prudential switched from a mutual to a public company, so they […]

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Keith Higgins

Society 2015: Part 2 – SEC Developments

The 2015 National Conference in Chicago, 6/24-27, was my first time attending one of the Society’s events. Part 1. Yes, I know; I am very late in posting notes but some are still useful. I’ve actually been taking some time off. For example, right after the conference my wife and I went to Oak Park to look […]

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Runaway Management Discussion

Runaway Management: SVDX/Rock Center Event

It was another great jointly sponsored event at Stanford Law on April 16, 2015 – this one on runaway management teams. As noted in the promo for the event: Board membership is difficult enough these days, even when the relationship between board and management functions well. But when faced with runaway management teams, the situation […]

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Chelsea Clinton says Change the System

Change the System

In an unscripted moment at a Clinton Foundation event in Miami, Chelsea mentioned a study that shows there are more men named John, Robert, William or James on corporate boards than there are total women corporate directors. Upon hearing that statistic, Hillary, who was on stage with Chelsea, joked, “sounds like we need to change our names!” […]

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M&A-cartoon

Activist Investing Trends & Impact on the M&A Market

The second annual Kirkland & Ellis Law Forum at Stanford’s Rock Center for Corporate Governance, brought together a leading academic, legal practitioners, and an investment banker to discuss recent trends in activist investing and their impact on the M&A market. What follows are my cryptic notes. The Center will probably post the video at some […]

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James McRitchie at SEC Proxy Voting Roundtable

Video Friday: SEC Proxy Voting Roundtable

Replay the SEC Proxy Voting Roundtable. (Sorry no YouTube embedded video. You need to click a link.) Panel 1:  Universal Proxy Ballots Panel 2:  Retail Participation in the Proxy Process (starting about 1:44 into webcast)  Unfortunately, there is a gap about 2/3 of the way through for a fire drill. The second panel does come […]

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Lost in Translation: Directors & Cyber-Risks

Cyber-Risk Forum as Advertised by SVDX Directors aren’t chief technology officers (CTOs): What is the “right” level of inquiry and diligence when it comes to cyber-threats? Where will boards be held responsible for cyber-failures, and what can they do to protect their shareholders and themselves from frivolous suits? What did the Target board fail to […]

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proxy access

Replay the Glass Lewis Conference Call on Proxy Access

On Thursday March 5th proxy advisor Glass Lewis held a conference call to discuss proxy access, i.e. the right for shareholders to place their director nominees on company proxies, instead of having to pay for a separate proxy and solicitation. The New York City Comptroller, Scott Stringer has taken the lead on proxy access this […]

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Directors Forum 2015 Intimate Setting at the Joan B. Kroc Institute for Peace and Justice

Directors Forum 2015: Part 3

Disclaimer: I’m sharing a few notes from Directors Forum 2015 held at San Diego University beginning 2/25/2015 and ending 2/27/2015. The Forum is held under the Chatham House Rule, so you won’t read any juicy tidbits here. However, I do hope to give readers some flavor of the topics discussed and a little on the general range […]

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Stay Or Go

Directors Forum 2015: Part 2

Disclaimer: I’m sharing a few notes from Directors Forum 2015 held at San Diego University beginning 2/25/2015 and ending 2/27/2015. The Forum is held under the Chatham House Rule, so you won’t read any juicy tidbits here. However, I do hope to give readers some flavor of the topics discussed and a little on the general range […]

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