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Activism, Short-Termism and Corporate Governance

Activism, Short-Termism and Corporate Governance

Silicon Valley companies continue to be the leading target for “activism, short-termism and corporate governance.” Directors of some Silicon Valley companies believe these activists are too short-term focused, while some institutional investors believe the activists create value for all shareholders. One response to the growth of activism has been the adoption by some high-profile tech […]

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Directors Forum 2017 - Shareholder Hot Topics

Directors Forum 2017 & Trump – Part 1

Directors Forum 2017 in San Diego was billed as Directors, Management, & Shareholders in Dialogue. Sure, all well and good, but I went there also hoping to learn more about President Donald J. Trump. He is the subject of a huge portion of tweets, Facebook posts and much of the news, so I expected Trump to also […]

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Investor Stewardship Group logo

Investor Stewardship Group: 1 Share, 1 Vote

Investor Stewardship Group Launches Stewardship Framework for 2018 The Investor Stewardship Group (link), a collective of some of the largest U.S.-based institutional investors and global asset managers, along with several of their international counterparts, announced the launch of the Framework for U.S. Stewardship and Governance, a historic, sustained initiative to establish a framework of basic standards […]

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Commonsense Principles of Corporate Governance. JPMorgan Chase CEO Jamie Dimon and a group of influential leaders in business and finance have joined to develop a set of "commonsense" principles that institutional investors and governance advisers are mostly applauding. (Photo by Mark Wilson/Getty Images and used by Wahington Post)

Commonsense Principles: Ground Floor

The so-called Commonsense Principles of Corporate Governance are posted here mostly for my future reference, since I don’t know how long others will keep them on the internet. The authors are no radicals, but are a group of 13 executives from the country’s largest public companies and institutional investors… very much mainstream CEOs. Almost half hold both […]

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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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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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Shareholder Activism: Stanford Rock Center for Corporate Governance Series – Part 3 of 3

This was the last of a three part overview of shareholder activism, beginning with the history and an overview of the key players in the space; continuing with a behind-the-scenes look at non-contentious shareholder engagement and how its impacting companies and the market; and ending with this session on Contested Situations: Proxy Fights, PR wars and […]

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Shareholder Activism: Stanford Rock – Part 2 of 3

This was the second in a three part overview of shareholder activism, beginning with the history and an overview of the key players in the space; continuing with a behind-the-scenes look at non-contentious shareholder engagement and how its impacting companies and the market; and ending with an overview of proxy fights, PR wars and activist […]

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