Archive | Event Reports

Directors Forum 2016: Set for Opening Reception

Directors Forum 2015: Part 1

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 was 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 […]

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Living With Activist Shareholders: SVDX & Stanford’s Rock Center for Corporate Governance

Living With Activist Shareholders, As Advertised: Activist shareholders are pushing their agenda in corporate America. Today’s public company can be a target of an activist hedge fund regardless of size, performance or relative success. Boards now need to be activists, too. How can board agendas address likely shareholder concerns? How should public companies engage most effectively […]

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Sustainable, Responsible, Impact Investing: Part 6

This is the last in a multi-part series on the main program of the 25th annual SRI Conference on Sustainable, Responsible, Impact Investing held November 9–11, 2014 at The Broadmoor in Colorado Springs. See also Video Friday: What is Sustainable, Responsible, Impact Investing?, Violating Indigenous Peoples’ Rights Increases Industry Risks, Surveys: Nonprofit Board Members & SRI 2014 Conference Attendees, 25th Annual Conference on […]

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Sustainable, Responsible, Impact Investing

Sustainable, Responsible, Impact Investing: Part 5

This is the fifth in a multi-part series on the main program of the 25th annual SRI Conference on Sustainable, Responsible, Impact Investing held November 9–11, 2014 at The Broadmoor in Colorado Springs. See also Video Friday: What is Sustainable, Responsible, Impact Investing?, Violating Indigenous Peoples’ Rights Increases Industry Risks, Surveys: Nonprofit Board Members & SRI 2014 Conference Attendees, 25th Annual Conference on […]

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From Chapter 1 of Green Faith Comics

Sustainable, Responsible, Impact Investing: Part 4

This is the third in a multi-part series on the main program of the 25th annual SRI Conference on Sustainable, Responsible, Impact Investing held November 9–11, 2014 at The Broadmoor in Colorado Springs. See also Video Friday: What is Sustainable, Responsible, Impact Investing?, Violating Indigenous Peoples’ Rights Increases Industry Risks, Surveys: Nonprofit Board Members & SRI 2014 Conference Attendees, 25th Annual Conference on […]

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Barbara Krumsiek

Sustainable, Responsible, Impact Investing: Part 3

This is the third in a multi-part series on the main program of the 25th annual SRI Conference on Sustainable, Responsible, Impact Investing held November 9–11, 2014 at The Broadmoor in Colorado Springs. See also Video Friday: What is Sustainable, Responsible, Impact Investing?, Violating Indigenous Peoples’ Rights Increases Industry Risks, Surveys: Nonprofit Board Members & SRI 2014 Conference Attendees, 25th Annual Conference on […]

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Sustainable, Responsible, Impact Investing

Sustainable, Responsible, Impact Investing: Part 2

This is the second in a multi-part series on the 25th annual SRI Conference on Sustainable, Responsible, Impact Investing held November 9–11, 2014 at The Broadmoor in Colorado Springs. See also Video Friday: What is Sustainable, Responsible, Impact Investing?, Violating Indigenous Peoples’ Rights Increases Industry Risks, Surveys: Nonprofit Board Members & SRI 2014 Conference Attendees, Sustainable, Responsible, Impact Investing: Part 1. The Agenda […]

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Violating Indigenous Peoples’ Rights Increases Industry Risks

A new report finds that US extractive companies expose shareholders to risks by neglecting Indigenous Peoples’ rights First Peoples Worldwide released the Indigenous Rights Risk Report at the SRI Conference on Sustainable, Responsible, Impact Investing, a product of two years of consultations with investment analysts, industry professionals, and Indigenous Peoples. The report analyzes 52 U.S. oil, gas, […]

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Value Act

Video Friday: Shareholder Activism Series

Activist Investing: Background, Impact and the Players These videos are dated but still timely. On April 16th, 2012 Stanford’s Arthur and Toni Rembe Rock Center for Corporate Governance kicked off their Shareholder Activism Series with a discussion titled “Activist Investing: Background, Impact and the Players.” (more…)

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Pay it Forward for the World of 2025

How will 2025 be different from today? What should you innovate, invent, create or build? What steps should you take today to position yourself and your company to flourish in tomorrow’s world? Those were some of the questions that were asked and at least somewhat answered on Tursday, October 16, 2014, as the Silicon Valley […]

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CII

CII Fall 2014 Conference: Part 4

This is first time I’ve attended a Council of Institutional Investors (CII) semi-annual conference. My report from first day events can be found at CII Fall 2014 Conference: Part 1. See also, Part 2 and Part 3. There are no fact checkers or even grammar editors here at corpgov.net, so read with that warning. I’ll try to […]

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CII

CII Fall 2014 Conference: Part 3

This is first time I’ve attended a Council of Institutional Investors (CII) semi-annual conference. Already posted are CII Fall 2014 Conference: Part 1 and CII Fall 2014 Conference: Part 2. In part 3 a panel of experts discusses several legal developments during 2014 and Tim Koller, with McKinsey, discusses how to create growth for the long-term. Warning: I’m not an […]

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CII

CII Fall 2014 Conference: Part 2

This is first time I’ve attended a Council of Institutional Investors (CII) semi-annual conference. My report from first day events can be found at CII Fall 2014 Conference: Part 1. Okay, I’m getting more cryptic in my second day of notes. Sorry, I’m not willing to take the time to clean them up. Watch out for possible […]

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CII

CII Fall 2014 Conference: Part 1

This is the first time I’ve attended a Council of Institutional Investors (CII) semi-annual conference. As at most conferences, the biggest draw is the ability to network, making new contacts and refreshing old ones. I was delighted to reconnect with Meredith Miller, chief corporate governance officer, UAW Retiree Medical Benefits Trust. I hadn’t seen Meredith since we were […]

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Darius Peek

Report From ITC Meeting

Guest Post from Darius Peek, a junior at Wayne State University in Detroit, MI, majoring in Finance who presented our proposal to allow shareowners to call special meetings. ITC Holdings (ITC), the nation’s largest independent electric transmission company, held its annual shareholders meeting yesterday at its headquarters in Novi, Michigan. ITC invests in the electric transmission […]

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Heidi Soumerai’s Remarks at EMC Annual Meeting

Here’s an example of classy questioning at an AGM.  Thanks to Ms. Soumerai for allowing me to reprint here. Good morning Mr. Tucci, members of the board, and fellow shareholders. My name is Heidi Soumerai and I am the Director of ESG Research at Walden Asset Management, a division of Boston Trust & Investment Management […]

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Talk is Cheap: The Board's Role in an Ethical Culture

As Advertised: Board resolve can be critical to the development of an effective ethical culture — defined as the values that inform the behavior toward the organization’s stakeholders. Features of an ethical culture will be examined, along with its value to the bottom line, company brand and reputation. Examples of effective board involvement will also […]

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Moving Day: Taking Out the Founder

As Advertised A passionate, visionary founder has the start-up organized and funded and captured first customers, but does not have the experience (or skill set) to scale the company to a liquidity event. The need to move the founder from CEO to an executive technical position or “just” a member of the board and an […]

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Strange Bedfellows: From Icahn to Ican't

The Rock Center for Corporate Governance and the NACD Northern California Chapter hosted a conversation between Professor Joe Grundfest and dragon slayer Anne Simpson, Director of Corporate Governance at CalPERS, about how Apple and CalPERS ended up on the same side in a shareholder activism showdown. (more…)

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Directors Forum 2014: Afternoon Sessions

Below are notes I took during the afternoon sessions at the Corporate Directors Forum 2014, held on the beautiful campus of the University of San Diego, January 26-28, 2014. This year, I was only able to attend on January 27th. The program was subject to the Chatham House Rule, so there will be little in the way of attribution below […]

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Directors Forum 2014: Morning Sessions

Below are some notes I took during the morning sessions at the Corporate Directors Forum 2014, held on the beautiful campus of the University of San Diego, January 26-28, 2014. This year, I was only able to attend on January 27th. The program was subject to the Chatham House Rule, so there will be little in the way of attribution […]

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The Everything Store: Jeff Bezos and the Age of Amazon

On January 14th I attended another great event at the Rock Center for Corporate Governance. It was a dialogue between Professor Dan Siciliano, Faculty Director of the Rock Center and Brad Stone, author of The Everything Store: Jeff Bezos and the Age of Amazon. There was plenty of opportunity for audience participation… many getting in two questions. […]

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Reeds Inc (REED): Examining The Vote

As some readers noted, I put in more effort at Reeds Inc. (REED) than at many of my other holdings, proposing proxy access and writing about the problems at Reeds four times before the annual meeting, even doing a short video. My rationale is that while I am a small shareowner at both Apple and Reeds, […]

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Best Coverage of SEC Proxy Advisory Services Roundtable

TheRacetotheBottom has by far the best coverage I’ve seen on the SEC’s roundtable. Congratulations. Those interested in the tweet stream during the event can check out Proxy Advisory Services Roundtable: Tweets & Links to Analysis. Of course, there was no one invited to the Roundtable to represent the interests of retail investors… left out again. My biggest […]

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Startup Governance: Getting the Most from Your Board

First time entrepreneurs often need to learn to better manage their boards. They rarely understand what boards expect of them or what they should expect from their board. The appropriate role of a board changes as a company matures. Entrepreneurs face inherent conflict of interests between their roles as shareholders, managers and their role as […]

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ICGN 2013: Raw Notes From New York

These are some fairly raw notes from the June 2013 ICGN Annual Conference in New York City. I was unable to attend the second day but the first day was great. Don’t miss the 2014 ICGN Annual in Amsterdam, 16-18 June. Opening Remarks by Jon Feigelson, Senior Managing Director, General Counsel and Head of Corporate Governance, TIAA-CREF and Roger […]

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2013 Millstein Forum: Deconstruction of SIFIs and Capital Allocation

The following are cryptic notes and a few photos taken at the 2013 Millstein Forum held June 24 & 25 at Columbia Law School. Be sure to check out the Forum’s photo gallery for more photos, agenda, notes, etc. Moderator: Ira M. Millstein, Chair, Center for Global Markets and Corporate Ownership at the Columbia Law School; Counsel, Systemic Risk Council; Senior Partner, […]

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2013 Millstein Forum: Managing Risk for Diverse Ownership

The following are cryptic notes and a few photos taken at the 2013 Millstein Forum held June 24 & 25 at Columbia Law School. Be sure to check out the Forum’s photo gallery with links to other materials as well. Moderator:  Peggy Foran, Chief Governance Officer, VP and Corporate Secretary at Prudential Financial, substituted for Holly J. Gregory, Partner, Weil, Gotshal & Manges […]

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2013 Millstein Forum: New Communication Tech – Help or Hinderance?

The following are cryptic notes and a few photos taken at the 2013 Millstein Forum held June 24 & 25 at Columbia Law School. Be sure to check out the Forum’s photo gallery with links to other materials as well. For the panel on social media the moderator was John A. Seethoff, Vice President and Deputy General Counsel, Assistant Secretary, Microsoft Corporation. […]

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