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(0:00) Intro, *Reference to the Boardroom Governance Summit (Aug 26-27, 2026) (2:42) About the podcast sponsor: The American College of Governance Counsel. (3:28) Start of interview. *Reference to prior episode with Greg (E136) from 2024. (5:14) Market Boom and AI Supercycle (6:14) AI Is Changing Everything (9:06) How does a VC use AI (venture business: sourcing, selection, and stewardship) (12:13) Cloud and Startup Costs, rise of seed rounds and institutional angel investors (15:13) JSV Launchpad, a 10-week, in-person summer program in SF from JSV for early-stage student AI founders (18:50) SaaSpocalypse Debate and AI Washing (reference to the Albert Saniger / Nate Inc case) (21:33) Growth Metrics Rewritten (when Anthropic has grown 80x year over year) "the best solution for high prices is high prices" (24:20) Sorting SaaS Risks (27:30) Defensibility in the AI Era: 1) Network effects, 2) Systems of record, and 3) Regulated workflow. (29:52) AI impact to companies: 1) Are the foundation models existential? 2) How much have you incorporated AI into your platform or your product? 3) How important is AI within your product? and 4) How much have you integrated AI into your operations? "In a world where building software is easy, one of the things that we're already seeing within our portfolio, and I think we'll see more of this, is... horizontal expansion (expanding to adjacent businesses)." (32:33) AI, Jobs, and Layoffs (*reference to this FT article: What if remote working, not AI, is to blame for weak junior hiring?) (38:28) Private Markets and IPOs. Liquidity in venture ecosystem (M&A and private equity). (42:02) SpaceX, Anthropic and OpenAI IPOs (45:18) Data Centers and Backlash "It's easy to demonize" (46:16) Regulation and Global Competition "AI right now has become a great bogeyman for both sides." (50:14) Board Strategy for AI (52:12) On Kirkland & Ellis' $500m bet to develop its own AI technology Greg Gretsch is a Founding Partner and Managing Director of Jackson Square Ventures, an early-stage VC firm based in San Francisco. Greg has more than two decades of experience in VC and five of his early-stage investments have gone on to exits or valuations above $1 billion. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this episode, Tamara and Casey critically analyze the second book in a duology, exploring its plot, character development, genre classification, and overall execution. They share candid opinions on what worked, what didn't, and how it could have been improved, providing valuable insights for readers and writers alike.Ep 570Pick up a copy of today's book! Find all the essential links in one spot and follow Tamara!Connect with Tamara:Instagram| https://www.instagram.com/shelfaddiction/TikTok | https://www.tiktok.com/@shelfaddictionConnect with Casey:Instagram| https://www.instagram.com/Casey_heartfullofinkTikTok| https://www.tiktok.com/@heartfullofinkCheck out our sponsors and deals!
(0:00) Intro (1:47) About the podcast sponsor: The American College of Governance Counsel (2:34) Start of interview (4:12) Laurie's origin story (6:19) From Management Consulting (Accenture) to Product Innovation (Visa). "What they all had in common was that I got to start with a blank sheet of paper." (8:52) Toward Venture Capital and Board Governance. From Sun Microsystems to Packet Design to investing. (13:07) How she got interested in board governance. Her first board experience with Interactive Investor (cross-listed in US and UK) (14:27) Joining Playground Global in 2019 (16:16) Tesla's Day-Zero Board (20:15) Zoox and Autonomous Ambition (24:11) Boards Across Company Types: VC-backed companies and family businesses. Example of her time as board member at Bose. (27:57) Lessons from Church and Dwight. The roles of M&A and marketing. (30:37) Her co-authored paper on The Artificially Intelligent Boardroom (Stanford GSB) (35:30) Private Markets and Trillion-Dollar Valuations (40:28) The role of private equity in this environment, and its distinctive board structure. (42:55) Geopolitics and Supply Chains (47:20) Cybersecurity Oversight in the AI Age (50:45) Courage in the Boardroom. “As board members, we have to be courageous enough to ask the right questions at the right time, rather than sit back and hope everything will be okay.” (52:22) Books that have greatly influenced her life: Night Train to Lisbon, by Pascal Mercier (2004) The Immortal Life of Henrietta Lacks, by Rebecca Skloot (2010) Sapiens: A Brief History of Mankind, by Yuval Noah Harari (2011) (54:14) Her mentors: Heidi Roizen Scott McNealy Peggy Johnson (56:49) Quotes that she thinks of often or lives her life by. "It is easy enough to be pleasant, when life flows by like a song, but the man worth while is one who will smile, when everything goes dead wrong." Ella Wheeler Wilcox (57:32) An unusual habit or an absurd thing that she loves. Dancing, after following research from Kelly McGonigal. Hummingbird feeders. (59:39) The living person she most admires: her husband, Ben Lenail. Laurie Yoler is a venture capital investor at Playground Global, former board member at Tesla and Zoox, and a director or advisor to more than 25 boards. She currently serves on the boards of Church & Dwight and the NACD Northern California Chapter. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
Join us as we delve into John Marrs's gripping novel 'Dead in the Water,' exploring themes of memory, identity, and the dark secrets lurking beneath surface appearances. We analyze the layered characters, clever plot twists, and symbolic elements that make this story a compelling psychological thriller. Join us as we delve into the complex characters and dark twists of John Mars's 'Dead in the Water'. We explore themes of nature versus nurture, manipulation, and morality, with insights into the storytelling craft and narration experience.Ep 569Pick up a copy of today's book, Dead in the WaterFind all the essential links in one spot and follow Tamara!Connect with Tamara on social media:Instagram | https://www.instagram.com/shelfaddiction/TikTok | @shelfaddictionConnect with Classy on social media:Instagram | https://www.instagram.com/thebookishvirtualassistantTikTok | @classygreen1Join the SAO book club on BookClubs: https://bookclubs.com/shelf-addiction-book-club/join/Check out our sponsors and deals!
(0:00) Intro (1:34) About the podcast sponsor: The American College of Governance Counsel (2:21) Start of interview (3:20) Marie's origin story (5:19) Career Path in Law and Governance. Her time at HP and Agilent Technologies. (7:50) Transition to eBay (9:57) Shareholder Activism and eBay's Story *CNBC clip with Ryan Cohen (14:42) Governance Roles and Board Memberships (16:50) Her teaching positions on the role of the General Counsel (18:57) Chair and Director Succession (23:37) On separating Chair and CEO roles (25:44) Governance in Private Companies (30:40) The Impact of AI on Governance. She thinks of it in three buckets: 1) Customer/revenue opportunity; 2) from an enterprise wide standpoint; and 3) AI risks (34:36) Questions board members should ask management regarding AI opportunities and challenges (38:09) Energy Sector and AI *Marie serves on the board of Portland General Electric (43:10) Geopolitical Challenges in Business *reference to Meta-Manus China breakup (45:24) Building Trust in the Boardroom (48:30) Books that have greatly influenced her life: The Book of Alchemy, by Suleika Jaouad (2025) Phoenix in a Jade Bowl, by Bonnie Bongwan Cho Oh (her mother) (2013) Atomic Habits, by James Clear (2018) (50:32) Her mentors (52:38) Quotes that she thinks of often or lives her life by. (54:00) An unusual habit or an absurd thing that she loves. (56:00) The living person she most admires: Lisa Su. Marie Oh Huber has over 30 years of experience of strategic business, legal, regulatory and public policy experience in large global public technology companies, including eBay, Agilent Technologies, and HP. She currently serves on the board of Portland General Electric You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
(0:00) Intro (1:24) About the podcast sponsor: The American College of Governance Counsel (2:11) Start of interview *reference to the BRI from LCDA (3:54) Eddie's origin story (6:27) Eddie's investment focus (7:44) The rise of AI and its impact on him (9:06) Eddie's roles in investment over the past 35 years (as GP and LP). (8:32) His current endeavors: 1) Board member in mutual funds (Calvert Funds); 2) Independent director and Chair elect of Global X Venture Fund; 3) Chief Strategy Officer at Leadview Capital; and 4) Advisor at Bullpen.ai (19:38) Dealing with AI hallucinations (e.g. Sullivan & Cromwell example) (23:13) Convergence of AI, ESG, and Governance: "It's dramatic" (25:00) "Stocks will be tokenized, markets will be much more liquid." "Wall street is trying to put liquid claims on illiquid investments" *WSJ Nasdaq's Plan for 24/7 Tokenized Stock Trading (31:20) Geopolitical Challenges in Investing and for Boards. *Example of Meta-Manus breakup. "We live in a selectively connected world." (34:00) Politicization and social issues in corporations. Board Adaptation to Rapid Changes (38:19) AI and Audit Committee Responsibilities (40:30) Bridging the AI Knowledge Gap "Boards are under prepared." *References to Stanford GSB cases: Netflix Approach to Governance and the Artificially Intelligent Boardroom (46:10) Changing Dynamics in Board Practices. "It's a matter of time before companies like SAP or Microsoft move into corporate auditing, or Amazon starts offering mutual funds. The incumbents just don't see it coming." (47:10) Power Laws and Growth in Private Markets. (50:31) Books that have greatly influenced his life: The Power Broker, by Robert Caro (1974) The Tipping Point, by Malcolm Gladwell (2000) U2 by U2, by Bono, The Edge, Adam Clayton, Larry Mullen Jr. with Neil McCormick (2006) (52:56) His mentors. (53:56) Quotes that he thinks of often or lives her life by: "Prioritize by impact" "Recognize the good in everyone" (55:10) An unusual habit or an absurd thing that he loves: obsession with curating music playlists. (55:06) The living person he most admires: Bono and Bad Bunny. Eddie Ramos is the Chief Strategy Officer for Leadview Capital. He is also currently on the board of Morgan Stanley's Calvert Mutual Funds and Global X Venture Fund, serving as the Chairman of the Audit Committee for both. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this episode, Tamara and Casey critically analyze the novel 'These Immortal Truths,' discussing its plot, character development, and overall execution. They explore the potential, highlighting what worked, what didn't, and what could have been improved.Ep 568Pick up a copy of today's book! Find all the essential links in one spot and follow Tamara!Connect with Tamara:Instagram| https://www.instagram.com/shelfaddiction/TikTok | https://www.tiktok.com/@shelfaddictionConnect with Casey:Instagram| https://www.instagram.com/Casey_heartfullofinkTikTok| https://www.tiktok.com/@heartfullofinkCheck out our sponsors and deals!
Join Tamara and Classy as they explore 'The Last Flight' by Julie Clark, delving into character development, plot twists, and the author's storytelling style.Ep 567Pick up a copy of today's book, The Last FlightFind all the essential links in one spot and follow Tamara!Connect with Tamara on social media:Instagram | https://www.instagram.com/shelfaddiction/TikTok | @shelfaddictionConnect with Classy on social media:Instagram | https://www.instagram.com/thebookishvirtualassistantTikTok | @classygreen1Join the SAO book club on BookClubs: https://bookclubs.com/shelf-addiction-book-club/join/Check out our sponsors and deals!
(0:00) Intro (1:36) About the podcast sponsor: The American College of Governance Counsel (2:23) Start of interview (3:11) Steve's origin story (5:05) His Journey into Journalism (6:02) The Rise of Governance Movement (7:00) Transformation of Board Accountability. Reference to the 1992 Board coup at GM and other historical changes. (10:24) Communication in Governance (12:25) Establishing Gladstone Place Partners (15:00) Crisis Management and Board Roles (17:34) The Importance of Investor Relations (20:40) Current Landscape of Shareholder Activism. (25:14) The Snap activism case. The impact of activism on companies with dual-class share structures. (30:12) M&A Transactions, Delaware and DExit. The impact of Twitter's acquisition by Elon Musk. Reference to E201 with Leo Strine. (34:47) The Ongoing Cybersecurity Challenge. Reference to Anthropic's new Claude Mythos. (37:51) The Impact of AI on Governance. The case of Anthropic's dispute with the Pentagon. *Reference to evanepstein.substack.com and E204 with Eric Ries. (42:50) AI's PR problem. The challenge of building data centers. The geopolitics of AI. (46:30) Impact of job firings, due to AI? (49:53) The state of ESG and DEI in 2026. (52:05) Books that have greatly influenced his life: The Island at the Center of the World, by Russell Shorto (2004) The Power Broker, by Robert Caro (1974) Alexander Hamilton, by Ron Chernow (2004) (53:10) His mentors. (54:00) Quotes that he thinks of often or lives her life by (Grateful Dead lyrics) (54:24) An unusual habit or an absurd thing that he loves (55:06) The living person he most admires Steven Lipin is founder and CEO of communications advisory firm Gladstone Place Partners and a trusted advisor in the field of strategic, financial and corporate governance communications. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
This episode covers the latest industry news, including Amazon Kindle support changes, the state of YA and Romantasy books, new bookstore openings, author revelations, and upcoming book releases. In this month's download, I'm delving into:
(0:00) Intro, *Reference to prior episode with Ben Means (E105) (1:36) About the podcast sponsor: The American College of Governance Counsel. (2:23) Start of interview. (3:39) The Premise of his new book Family Business Law (6:48) Understanding Shareholder Oppression (10:17) The Three-Circle Model Explained (13:34) The Personal Impact of Family Business (16:24) Boards in Family Businesses (18:09) The Importance of Voice (20:47) Overlapping Family and Business Law *Reference to my episodes on HBO's Succession (24:36) The Succession Challenge (transference to next generation or sale of company) (28:18) Fiduciary Duties and Governance. *Reference to the Market Basket litigation (34:03) Family Protocols: A Solution? (35:13) Societal Impact of Family Businesses *Reference to E204 with Eric Ries (38:24) Innovations in Governance and Family Businesses. Pros and Cons of LLCs (42:56) Features of a New Family Structure (46:05) The Rise of Family Offices Benjamin Means is a Professor of Law, the John T. Campbell Chair in Business and Professional Ethics, and Director of the Family & Small Business Program at the University of South Carolina Joseph F. Rice School of Law. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
(0:00) Intro (1:40) About the podcast sponsor: The American College of Governance Counsel (2:26) Start of interview (3:19) Eric's origin story (5:00) The Lean Startup Journey (10:23) About The Long-Term Stock Exchange (18:00) Governance and Eric's New Book Incorruptible (24:14) On Governance in Startups vs. Public Companies and so-called "best practices." "One of the key ideas in the book is that it's always too early until it's too late." (28:37) Why the title Incorruptible. How to become an incorruptible force for good in the world. (33:15) The board members' sacred obligation. The call for a director's oath. (34:40) The concepts of Financial Gravity and Career Equity. "The force that no one controls, but everyone obeys." "The number one thing CEOs notice before and after the IPO: every employee is looking at the stock ticker every day." (41:38) Innovations in AI Governance (OpenAI, Anthropic, etc) "A new old idea" (44:36) On the Public Benefit Corporation (PBC) structure. (46:25) The Case for New Governance Structures. "The shareholder primacy debate has become completely divorced from the actual material interests of shareholders." The example of Costco. (52:45) On Dual-Class Share Structures. "I don't think emperor for life is a great political system" "[The] standard governance [model] has to be really bad for dictator for life to be an improvement." "I'm interested in trying to create what I call the architecture of institutional longevity. What would it take to create organizations that can endure for decades or even centuries? In order to do that, by definition, we have to find ways to encode the ethos." (56:51) Mission-Locked Constellations. "Structures that involve many different entities that are locked together to act as a bit of an immune system against corruption." "The spiritual holding company: a constellation of multiple entities where some entity has the responsibility of being at the center to provide basically mission protection as a service to the for-profit entities under its purview." (1:01:07) The Novo Nordisk story. *reference to the Acquired podcast episode. (1:07:10) Books that have greatly influenced his life: The Machine that Changed the World, by James P. Womack, Daniel T. Jones, and Daniel Roos (1990) Toyota Production System, by Taiichi Ohno (2001) Toyota Way, by Jeffrey Liker (2003) Dune, by Frank Herbert (1965) The Dawn of Everything, by David Graeber and David Wengrow (2021) The Enlightened Capitalists, by James O'Toole (2019) (1:12:20) His mentors. Steve Blank, Ken Duda, Maliz Beams, Dario Amodei, Brian Chesky, Matthew Prince, Sid Sijbrandij, Dustin Moskovitz, James Reinhart, Todd Park. (1:14:00) Quotes that he thinks of often or lives her life by "Nothing real can be threatened, and nothing unreal exists" (from A Course in Miracles) (1:15:25) An unusual habit or an absurd thing that he loves (1:16:08) The living person he most admires Eric Ries is the Creator of the Lean Startup method and author of The Lean Startup, he has spent two decades reshaping how companies are built and managed. He is also the founder of the Long-Term Stock Exchange (LTSE) and host of The Eric Ries Show podcast. More info on his latest book Incorruptible here. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
Join Tamara and Casey as they critically analyze the final book in a fantasy trilogy, exploring character development, plot twists, and missed opportunities. Discover their honest opinions and insights on what worked, what didn't, and what could have been improved.Ep 565Pick up a copy of today's book! Find all the essential links in one spot and follow Tamara!Connect with Tamara:Instagram| https://www.instagram.com/shelfaddiction/TikTok | https://www.tiktok.com/@shelfaddictionConnect with Casey:Instagram| https://www.instagram.com/Casey_heartfullofinkTikTok| https://www.tiktok.com/@heartfullofinkCheck out our sponsors and deals!
(0:00) Intro (1:31) About the podcast sponsor: The American College of Governance Counsel (2:18) Start of interview (3:10) Ben's origin story (7:14) Embracing Nevada as Home. Joining University of Nevada Las Vegas (UNLV) in 2017. (10:14) Joining Wilson Sonsini as Senior of Counsel (2026) (13:00) The Reincorporation Movement. Competition between Delaware, Texas, Nevada and others. *Reference to E201 with Leo Strine (14:28) Tracking Company Reincorporation Movements (at Business Law Prof Blog) (16:02) The Texas vs. Nevada Landscape (17:50) Reasons Companies Move Jurisdictions *Reference to E194 with Richard Blake on SV150 companies (23:15) Delaware advantages (25:32) How Nevada is competing: "[W]e need to be able to do is reduce the friction and the barriers to picking Nevada as a jurisdiction." (26:09) Delaware's SB21 and Its Implications. *Reference to Cornerstone Research report on the increase of M&A settlements and paper Is Delaware Different? Stockholder Lawyering in the Court of Chancery by Jessica Erickson, Adam Pritchard, and Stephen Choi (31:54) The Race to the Bottom theory *Reference to E200 with Betsy Atkins (34:50) Nevada's Business Courts and Future Changes (constitutional amendment) (41:44) The IPO Landscape: Trends and Insights (Delaware fell from over 80% of IPO incorporations in 2022-2024 to just under 62% in 2025; Nevada reached ~17%, and Texas just under 4%). Bill Ackman picking Nevada for the IPO of Pershing Square. (44:45) Addressing Nevada's Reputation (the example of LQR House reincorporating from Nevada to Delaware) *Reference to the Startup Litigation Digest (49:06) Founder-Led Companies and Jurisdiction Choices. Example of Mark Pincus: Founders, Leave Delaware (While You Still Can) (53:46) Nevada's Commission to Study the Adjudication of Business Law Cases (55:50) Books that have greatly influenced his life: Give and Take, by Adam Grant (2013) Drive, by Daniel Pink (2009) Chimpanzee Politics, by Frans de Waal (1982) (57:16) His mentors. (58:16) Quotes that he thinks of often or lives her life by "To have a friend, you got to be a friend." (58:39) An unusual habit or an absurd thing that he loves (58:57) The living person he most admires Benjamin Edwards is a Professor of Law at the William S. Boyd School of Law at the University of Nevada, Las Vegas (UNLV). Ben also recently joined Wilson Sonsini as Senior Of Counsel to provide guidance to Nevada-incorporated companies. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
Join Tamara and Classy as they dissect Ashley Elston's 'Anatomy of an Alibi,' sharing their honest opinions on its slow pace, flat characters, and predictable plot twists. Discover why they found the book boring despite its promising premise and explore the common pitfalls in mystery writing.Ep 564Pick up a copy of today's book, Anatomy of an AlibiFind all the essential links in one spot and follow Tamara!Connect with Tamara on social media:Instagram | https://www.instagram.com/shelfaddiction/TikTok | @shelfaddictionConnect with Classy on social media:Instagram | https://www.instagram.com/thebookishvirtualassistantTikTok | @classygreen1Join the SAO book club on BookClubs: https://bookclubs.com/shelf-addiction-book-club/join/Check out our sponsors and deals!
Today, I share the latest updates in the book world, including Goodreads' new shelf feature, Audible's "Read and Listen," upcoming book adaptations, and her current reading plans. Perfect for book lovers wanting industry insights and new releases.In this month's Download, we're diving into:⚖️ The AI & Industry Update: DNF shelves are finally a reality on Goodreads, and Audible's new "Read & Listen" feature is changing the game for multi-tasking readers. ([suspicious link removed]) ([suspicious link removed])
(0:00) Intro (1:35) About the podcast sponsor: The American College of Governance Counsel (2:22) Start of interview (3:01) Joelle's origin story (7:00) The Journey of Paradigm, the culture company she co-founded in 2014. "Our goal is to help organizations build healthy and high performing cultures where people from all backgrounds can come together, do their best work and thrive." (11:15) On the current backlash against DEI. (16:49) On Coinbase's "mission focused company" statement in 2020. (21:53) The Politics of Company Culture, and Silicon Valley's approach. (26:15) The Shift from Public to Private Companies (29:33) AI's Impact on the Workforce (35:18) The Role of the Board on Workplace Culture (37:23) Talent executives and CHROs on Boards (39:54) Rethinking Compliance in Organizations (42:43) Evaluating an organization's culture (45:22) Books that have greatly influenced her life: Growth Mindset, by Carol Dweck (2007) Abundance, by Ezra Klein and Derek Thompson (2025) Sea of Tranquility, by Emily St. John Mandel (2022) (47:04) Her mentors. (48:24) Quotes that she thinks of often or lives her life by "Do the best you can until you know better. And then when you know better, do better." (Maya Angelou) "Forward is a pace" (heard from a Peloton instructor, Robin Arzon) (49:08) An unusual habit or an absurd thing that she loves (49:44) The living person she most admires (inspiring now): Lindsey Vonn. (50:30) The Unique Perspective of a Lawyer-CEO Joelle Emerson is the CEO and co-founder of Paradigm, a company that empowers organizations to create innovative, high-performance workplaces where everyone can do their best work. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
Join Tamara and Casey as they delve into 'Wicked Ties' by Shannora Williams, exploring its intricate world-building, complex characters, and unexpected plot twists. We analyze the themes of power, trust, and love, and share our theories about the series' overarching mysteries.Ep 562Pick up a copy of today's book! Find all the essential links in one spot and follow Tamara!Connect with Tamara:Instagram| https://www.instagram.com/shelfaddiction/TikTok | https://www.tiktok.com/@shelfaddictionX | https://x.com/ShelfAddictionConnect with Casey:Instagram| https://www.instagram.com/Casey_heartfullofinkTikTok| https://www.tiktok.com/@heartfullofinkX | https://x.com/DustMiteBunnyCheck out our sponsors and deals!
(0:00) Intro (1:29) About the podcast sponsor: The American College of Governance Counsel. (2:15) Start of interview. *Reference to prior episode with Leo Strine (E100) (3:09) The Call of Conscience and The Current Moment (reference to his speech at the Weinberg Center in Oct of 2025) (5:18) Skepticism about Credibility of the Elite Among the Youth (7:02) The Ethical Muscle (8:20) Acknowledging Discrimination (8:56) The Climate Crisis (12:37) Shifts in Delaware Law (13:45) Return to Traditions. "What Delaware has done is return to its traditions that existed the entire time I was a judge." (14:28) The Controlled Company Debate and the MFW standard. (25:00) On the recent pushback against incorporating in Delaware: "I don't minimize the moment" (32:00) Section 220 Books and Records under SB21 (34:20) The statute was amended to provide more predictability. It actually looks like the Model Business Corporation Act. "I think both elements of this statute balance fairness and efficiency in a really good way." (39:54) Activist Judges and Delaware. "This was a nonpartisan initiative to restore confidence in Delaware's corporate law. I have the utmost respect for our judiciary, I'm proud to have been part of it, and I believe they will follow the law." (42:26) Delaware's Competitive Edge (48:25) The Rise of AI Companies (52:16) Energy Demand from AI. From guardrails to "trust us" (58:39) The Urgency of Leadership (1:01:59) Davos looks like a portrait of leadership failure "either eliminate it or make it real." Leo E. Strine, Jr., is Of Counsel at Wachtell, Lipton, Rosen & Katz. Prior to joining WLRK, he was the Chief Justice of the Delaware Supreme Court from early 2014 through late 2019. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this episode, Tamara and Classy dive into a detailed discussion of Mary Kubica's latest thriller, 'It's Not Her.' They explore the book's pacing, character dynamics, and the dual narrative structure that alternates between present and past perspectives. The conversation highlights the characters' lack of urgency and relatability, as well as the themes of manipulation and teenage relationships. They explore the twists and turns of a story, analyzing character motivations and the consequences of actions, and more.Ep 561Pick up a copy of today's book, It's Not HerFind all the essential links in one spot and follow Tamara!Connect with Tamara on social media:Instagram | https://www.instagram.com/shelfaddiction/TikTok | @shelfaddictionConnect with Classy on social media:Instagram | https://www.instagram.com/thebookishvirtualassistantTikTok | @classygreen1Join the SAO book club on BookClubs: https://bookclubs.com/shelf-addiction-book-club/join/Check out our sponsors and deals!
Support today's episode sponsor is Mocha Girls Read by ordering your copy of their featured February title, Rhythm & Design: A Platinum Chocolate Romance (Rhythm Series Book 1).In this month's Download, we're diving into:
(0:00) Intro(2:04) About the podcast sponsor: The American College of Governance Counsel(2:50) Start of interview(3:51) Betsy's origin story(9:14) The HealthSouth Board Scandal(16:35) Her preference when picking what boards to serve on(17:30) Insights VC-backed Boards and role and profile of the independent director in this context(21:20) Insights on PE-backed Boards and role and profile of the independent director in this context(25:35) Navigating International Board Dynamics. Her experience on boards of Volvo and Schneider Electric.(30:57) The Rise of Private Markets. Example of Atlas Air (Apollo backed). IPOs in 2026.(35:07) AI's Impact on the Market and other macro trends(38:10) Founder-Led Companies and Governance (including dual-class share structures).(42:25) The Impact of Geopolitics on Governance(45:11) The Impact of Politicization on Governance. Examples of Budweiser, Google, Netflix, and the mission-driven approach by Coinbase.(50:09) Adapting to Accelerating Change as Directors. The problem with incrementalist "custodian" directors in times of disruption. "It's really about being change-adaptive and comfortable making decisions with incomplete information. You look at someone like Musk, he's making decisions when he has 60% of the information. Most boards want 95% before they'll move. That's the fundamental challenge."(55:58) Books that have greatly influenced her life ("the best business book"):Good to Great, by Jim Collins (2001)(56:16) Her mentors. Craig Billings (CEO Wynn Resorts), Michael Steen (CEO Atlas Air Cargo), Jean-Pascal Tricoire (Chairman, Schneider), her mom ("her biggest mentor").(57:06) On the current state of shareholder activism(57:58) Quotes that she thinks of often or lives her life by "Perfect is the enemy of good enough." (58:19) An unusual habit or an absurd thing that she loves: she's a compulsive note-taker (plus, her recommended policy for directors)(1:00:12) The living person she most admires: Elon MuskBetsy Atkins has served on more than 38 public company boards and through 17 IPOs, in addition to scores of PE and VC-backed company boards. She brings a rare perspective shaped by crisis situations, international board service, and rapid technological change. She currently serves on the boards of Wynn Las Vegas, GoPuff, and the Google Cloud Advisory Board. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
(0:00) Intro(1:19) About the podcast sponsor: The American College of Governance Counsel(2:05) Start of interview (2:48) Michael's origin story. Academic Journey and Early Influences. *reference to Correlation Ventures(8:55) About his paper Board Dynamics over the Startup Life Cycle (2020) with Nadia Malenko. (11:30) Role of independent directors in VC-backed companies.(16:05) Control Dynamics in Startup Boards(17:21) The Evolution of Founder Control *Reference to E187 with Brad Feld (Oct 2025)(28:11) The Future of Private Markets(29:21) The Future of IPOs “What's been missing from the IPO market since 1996 is the small- to mid-cap company. In my view, the solution for public markets is to restore their uniqueness by shutting down private secondary markets and making public-market liquidity distinctive again.”(33:40) The Role of Private Equity in Governance(39:47) Distinctions Between VC and PE Boards(42:24) Insights from Private Equity for Public Companies “A PE firm is really an investment bank with a consulting arm, where the partners sit on both sides and have equity in the whole game.” "What PE solves is expertise alignment, and a clear investment horizon for an exit."(47:36) The Impact of AI on Board Governance(50:20) Books that have greatly influenced his life:One Hundred Years of Solitude by Gabriel Garcia Marquez (1967)Culture Series by Ian Banks (1987-2012)A Brief History of Intelligence by Max Bennett (2023)(53:14) His mentors (54:24) Quotes that he thinks of often or lives his life by: "All models are wrong, but some are useful" by George Box(53:15) An unusual habit or an absurd thing that he loves. Watching the Big Lebowski.(55:53) The living person he most admires: Derek Thomson.(57:26) Moving from VC to PE Research in New YorkMichael Ewens is the David L. and Elsie M. Dodd Professor of Finance and co-director of the Private Equity Program at Columbia Business School. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this episode of Shelf Addiction, hosts Tamara and Casey dive into the fantasy novel "Vicious Bonds" by Shannora Williams, exploring its intricate plot and character dynamics. The story follows a mortal woman who unexpectedly finds herself in a darker universe, forming a bond with a brooding ruler. As they discuss the book, they share their thoughts on the cliffhanger ending, character motivations, and the world-building elements that shape the narrative. The conversation also explores the characters' relationships, particularly the protagonist's struggles with her past and her connection to her missing twin brother. Tamara and Casey express their excitement for the series while critiquing certain aspects of the story, such as character development and the balance of magic within the plot, among other things.Ep 559Pick up a copy of today's book! Find all the essential links in one spot and follow Tamara!Connect with Tamara:Instagram| https://www.instagram.com/shelfaddiction/TikTok | https://www.tiktok.com/@shelfaddictionX | https://x.com/ShelfAddictionConnect with Casey:Instagram| https://www.instagram.com/Casey_heartfullofinkTikTok| https://www.tiktok.com/@heartfullofinkX | https://x.com/DustMiteBunnyCheck out our sponsors and deals!
(0:00) Intro(1:36) About the podcast sponsor: The American College of Governance Counsel(2:22) Start of interview(3:21) Jennifer's origin story(8:06) Journey to Treasury starting with Sara Lee Corporation, to Cisco and eBay (20-year career in Treasury)(15:05) From Box to CFO roles at Coupons.com and Smartsheet (took it public as CFO)(20:50) Building a Board Career: True Search, Auth0 (acq by Okta), Nerd Wallet, Wyze, Riskified and Klaviyo.(23:40) Private vs. Public Boards(27:47) On founder-led companies(30:01) The Role of Audit Committees(30:50) Navigating AI in the board(36:37) On increased politicization and geopolitics in the boardroom(38:44) CEO-CFO strategy and talking about the hard stuff(40:22) Qualities of a Great Board Member: "The best board members ask the right questions at the right time in the right tone" (from Anita Sands). "They're willing to help in however the company wants them to help."(44:05) Effective Board Meetings(45:59) Books that have greatly influenced her life:Gifts Differing by Isabel Briggs Myers (1980)Discover your Strengths by Donald O. Clifton and Marcus Buckingham (2001)Dare to Lead by Brené Brown (1980)(48:36) Her mentors (50:09) Quotes that she thinks of often or lives her life by "Don't take no for an answer and don't give up" (51:09) An unusual habit or an absurd thing that she loves: Family Search(53:40) The living person she most admires: Taylor SwiftJennifer Ceran is a seasoned finance executive and board member whose career spans treasury leadership, the CFO role, and public and private company board service. Jennifer currently serves on the boards of NerdWallet, Wyze, Riskified, Klaviyo, Flock Safety, and Mesh Payments. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this month's Download, we're diving into:⚖️ The AI Battle: Why Hachette and Cengage are joining the fight against Google Gemini—and the truth behind that "39-cent murder mystery" claim. (https://www.publishersweekly.com/pw/by-topic/industry-news/publisher-news/article/99457-publishers-seek-to-join-class-action-against-google.html)
In this episode, Tamara and Classy dive deep into their buddy read of 'The Scammer' by Tiffany D. Jackson. They examine the intricacies of the narrative, character dynamics, and the psychological manipulation that pervade the story. The discussion also touches on real-life inspirations behind the book, the role of community in college life, and the implications of the white savior trope. Throughout the conversation, they express their frustrations with the characters and the plot twists, ultimately questioning the believability of the narrative in the context of an HBCU setting.Ep 558Pick up a copy of today's book, The ScammerFind all the essential links in one spot and follow Tamara!Connect with Tamara on social media:Instagram | https://www.instagram.com/shelfaddiction/TikTok | @shelfaddictionConnect with Classy on social media:Instagram | https://www.instagram.com/thebookishvirtualassistantTikTok | @classygreen1Join the SAO book club on BookClubs: https://bookclubs.com/shelf-addiction-book-club/join/Check out our sponsors and deals!
(0:00) Intro(1:45) About the podcast sponsor: The American College of Governance Counsel(2:31) Start of interview(3:04) Jeff's origin story. Began career in investment banking at First Boston before transitioning to a 25-year run as CFO across media companies (King World, Nielsen) and tech (DoubleClick, Oracle).(7:16) Transitioning to Bessemer Venture Partners.(8:40) Focusing on his board career and audit committee member. ValueClick, Priceline (Booking Holdings).(11:06) Growth in Public vs. Private Markets(12:49) The State of European Entrepreneurial Ecosystem(13:41) The Role of BVP CFO Council(15:31) Understanding California and Silicon Valley's Unique Culture(18:44) AI's impact on the CFO role(20:54) Dynamics Between CEOs and CFOs(23:12) CFOs in Startups vs. Public Companies "We've observed that about 5% of the headcount of any co' at any size is in the finance dpt.")(25:25) CFOs as Board Members(27:35) Board decisions on CEO hiring and firing. "The CEO's role is to articulate an effective strategy, to hire a great team, and then to execute that strategy well using that great team." "If over five years the CEO has never changed their mind based on board input, you have the wrong board."(30:36) On effective Board Composition(32:41) Navigating Shareholder Activism, including his experience at Twilio(37:35) The Debate: Stay Private or Go Public. "There are three ownership structures: public companies, PE-owned companies (where PE controls CEO), and founder-controlled private companies" "I think you're going to see quite a few companies stay private forever or for decades."(39:30) Preparing for the Future of Venture Capital (41:13) Optimizing Board Meeting Content. "Effective boards: 2/3 of time on未made decisions. Ineffective boards: show and tell." "Best-run companies: CEO encourages board members to meet with executives outside board meetings."(45:50) Books that have greatly influenced his life:The Snowball: Warren Buffett and the Business of Life by Alice Shroeder (2008)My Early Life by Winston Churchill (1930) How to Talk So Kids Will Listen & Listen So Kids Will Talk by Adele Faber and Elaine Mazlish (1980)(47:07) His mentors (50:50) Quotes that he thinks of often or lives his life by "You want to live your life to have a seamless web of deserved trust" by Charlie Munger(53:15) An unusual habit or an absurd thing that he loves. Reading adventure stories from G.H. Henty(54:01) The living person he most admires: Warren BuffettJeff Epstein is an operating partner of Bessemer Venture Partners where he leads BVP's CFO Council. He is a former CFO of Oracle and currently serves on the boards of Autodesk, AvePoint, Okta, and Twilio (previously at Kaiser Permanente and Booking Holdings). You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
(0:00) Intro(2:00) About the podcast sponsor: The American College of Governance Counsel.(2:45) Start of interview. *Reference to prior episodes with Joe (E1 from '20, E35 from '21, E84 from '23, E123 from '24 and E161 from '25)(4:43) IPO Environment. Reference to paper by Mark Roe: Half the Firms, Double the Profits(11:58) Elon Musk's $1 Trillion Pay Plan "We will pay you an outrageous amount if you achieve preposterous results."(14:40) Delaware's Supreme Court Decision Reversing the Chancery's Rescission of Elon's $56B (now $139B) Tesla comp (20:08) The AI Bubble "We're either in a bubble or a bubble is inevitable."(25:24) OpenAI's Restructuring *more about the restructuring in this article(28:18) Predictions on Elon Musk vs OpenAI trial(32:47) Delaware Exodus "I describe Delaware now as the prostate of corporate law" "it's too soon to make a move from Delaware"(36:16) Evolution of the Caremark Doctrine "the big enchilada"(38:09) Delaware Attorney Fee Awards. *Reference to Joe Grundfest's paper on this topic.(40:34) SEC enforcement focus (41:20) Biggest winner in business in 2025(42:42) Biggest loser in business in 2025(44:11) Biggest business surprise in 2025(44:46) Best corporate governance trend from 2025(46:00) Worst corporate governance trend from 2025(48:28) What's the biggest corporate governance trend to watch out for in 2026(50:00) Thoughts on SEC (and other agencies) having Commissioners from a single party(54:34) The Chicken!Joe Grundfest is W.A. Franke Professor of Law and Business Emeritus at Stanford Law School, and Senior Faculty of the Arthur and Toni Rembe Rock Center for Corporate Governance You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this episode, Tamara reflects on her reading goals for 2026, emphasizing the importance of personal joy over trend chasing in reading. She discusses her current read, 'The Scammer', and encourages listeners to set flexible reading goals that fit their lifestyles. Tamara also highlights the value of revitalizing one's bookshelf and invites listeners to join the interactive book club experience, fostering community engagement and shared reading experiences. She concludes with a call to action for listeners to explore their own bookshelves and make intentional reading choices this year.Ep 556Connect with Tamara on social media:Instagram | https://www.instagram.com/shelfaddiction/TikTok | @shelfaddictionJoin the SA book club on BookClubs: https://bookclubs.com/shelf-addiction-book-club/join/Check out our sponsors and deals!
Tras la noche más mágica del invierno, nuestro regalo de Reyes para dar la bienvenida a este año 2026 que acaba de empezar es un nuevo Episodio inspirado directamente por un firmamento lleno de estrellas, intentando evocar la emoción de los deseos cumplidos, pensado para escuchar con el corazón abierto y elevar la mirada hacia el cielo. En esta mañana de Reyes, el regalo de la música se convierte en un gesto, una promesa y un deseo compartido para que nos detengamos a mirar al cielo y dejar que la música abra camino hacia tus propios sueños en un amanecer bajo un manto de estrellas. Ashot Danielyan, Dexter Britain, Jeremiah Pena, Juliet Lyons, Daft Punk, Kenji Kawai, Steve Aoki, Johnny Jewel, John Padgett, Mychael Danna, Sofi Paez, Felsmann, Tiley, Al Gromer Khan, Yawning Portal, Todd Fletcher, Michael Griffiths. 🎧 El playlist detallado: lostfrontier.org/t30.html#1069
In this episode, Tamara and Classy reflect on their reading journey throughout 2025, discussing the highs and lows of their buddy reads. They review several books, including 'The Return of Ellie Black', 'The Best Lies', 'What Lies Between Us', 'The God of the Woods', and 'The Ghost Writer', sharing their thoughts on character development, plot twists, and overall enjoyment.Ep 555Find all the essential links in one spot and follow Tamara!Connect with Tamara on social media:Instagram | https://www.instagram.com/shelfaddiction/TikTok | @shelfaddictionConnect with Classy on social media:Instagram | https://www.instagram.com/thebookishvirtualassistantTikTok | @classygreen1Join the SAO book club on BookClubs: https://bookclubs.com/shelf-addiction-book-club/join/Check out our sponsors and deals!
In this episode, Tamara and Classy dive into their December buddy read, 'The Quiet Tenant' by Clemence Micheline. They explore the psychological thriller's themes, character dynamics, and the gripping narrative that unfolds through multiple perspectives. The conversation highlights the complexities of survival, manipulation, and the impact of trauma, as they discuss the characters' motivations and the tension that builds throughout the story. In this conversation, the speakers delve into the themes of trust, manipulation, and the psychological complexities surrounding victims of crime, particularly in the context of a narrative involving a serial killer.Ep 554Pick up a copy of today's book, The Quiet TenantFind all the essential links in one spot and follow Tamara!Connect with Tamara on social media:Instagram | https://www.instagram.com/shelfaddiction/TikTok | @shelfaddictionConnect with Classy on social media:Instagram | https://www.instagram.com/thebookishvirtualassistantTikTok | @classygreen1Join the SAO book club on BookClubs: https://bookclubs.com/shelf-addiction-book-club/join/Check out our sponsors and deals!
(0:00) Intro(1:31) About the podcast sponsor: The American College of Governance Counsel.(2:18) Start of interview. *Reference to prior episodes with David (E24 from Nov 2020 and E159 from Dec 2024)(3:22) 2025 highlights from the American College of Governance Counsel(4:55) The Rome Conference on AI, Ethics, and the Future of Corporate Governance(6:52) The Dual-Class Share Debate (reference to his paper Performance Leads Governance)(12:06) Emerging Governance Structures in AI companies, including Public Benefit Corporations (PBCs) "mission driven"(23:02) The AI Bubble Debate ("from a technology standpoint, I don't think we're in a bubble. From a valuation standpoint, we may be very well in a bubble.") Reference to my article on AI Washing Goes Criminal.(27:00) Big Tech vs. Little Tech Dynamics "We're going to have, at some point, a shakeout. It's impossible for all of these companies to be successful."(29:55) The Shift to Private Markets(34:15) Delaware's Governance Challenges (*reference to E194 on Silicon Valley 150 Report) "Since TripAdvisor, about 50 companies have left Delaware."(39:45) AI and Cybersecurity in the Boardroom(40:42) On Mandatory Arbitration(42:03) Biggest winner in business in 2025: Tech broadly, Silicon Valley particular.(43:40) Biggest loser in business in 2025: Delaware(45:15) Biggest business surprise in 2025(47:19) Best corporate governance trend from 2025: Renewed and strong focus on ethics.(50:00) Worst corporate governance trend from 2025: Partisanship(50:58) What's the biggest corporate governance trend to watch out for in 2026: the role of politics in the boardroom(51:35) One piece of advice for directors heading into 2026: the role of AI in the boardroom and in the companyDavid Berger is a partner at Wilson Sonsini and the President of the American College of Governance Counsel. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
(0:00) Intro.(1:27) About the podcast sponsor: The American College of Governance Counsel.(2:14) Start of interview. *Reference to prior episodes/reports with Richard (E126 from Feb 2024 and E158 from Dec 2024)(3:11) AI dominance in public and private markets(4:14) About WSGR's 2025 SV150 Corporate Governance Report. Major Findings in DEI Disclosure (impact on board diversity)(12:25) Broader ESG Changes and Challenges to SEC Climate Disclosure Rule(16:03) California approach to climate risk disclosures (SB 253 and SB 261) and greenhouse gas emissions disclosure(19:04) State vs. Federal Regulatory Landscape(21:13) On SEC's change of policy relating to mandatory arbitration bylaws(23:41) SEC Changes Under Chair Atkins: changes in exec comp disclosures and removing quarterly reporting (27:18) SEC Changes to Rule 14a-8 proposals(29:23) On Lack of Minority Party SEC Commissioners(32:30) Delaware vs. Other States on Corporate Incorporations(39:26) Other findings from the 2025 report. Including on dual-class shares and sunset provisions.(41:12) The State of Private Markets, IPOs and VC(49:55) Biggest winner in business in 2025(50:55) Biggest loser in business in 2025(53:00) Biggest business surprise in 2025(54:32) Best and worst corporate governance trend from 2025(58:18) What's the biggest corporate governance trend to watch out for in 2026Richard Blake is a partner at Wilson Sonsini and the leader of the firm's public companies' practice. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this episode, Tamara and Casey reflect on their reading journey throughout 2025, discussing various fantasy series and standalone novels. They explore their experiences with different genres, the search for new favorites, and the challenges of finding engaging reads in a year that felt particularly long and difficult. The conversation highlights both the highs and lows of their reading selections, emphasizing the need for fresh and exciting stories to reignite their passion for books. Ep 553Find all the essential links in one spot and follow Tamara!Connect with Tamara:Instagram| https://www.instagram.com/shelfaddiction/TikTok | https://www.tiktok.com/@shelfaddictionX | https://x.com/ShelfAddictionConnect with Casey:Instagram| https://www.instagram.com/Casey_heartfullofinkTikTok| https://www.tiktok.com/@heartfullofinkX | https://x.com/DustMiteBunnyCheck out our sponsors and deals!
(0:00) Intro(1:21) About the podcast sponsor: The American College of Governance Counsel(2:08) Start of interview(2:36) Michelle's origin story(4:33) The Origins of Footnoted (started in 2003)(6:36) Understanding SEC Filings and Disclosures(7:20) The "Friday Night Dump"(9:34) The State of Public vs. Private Markets(12:40) The Rise of Private Markets and Challenges of Public Markets(18:43) Red Flags in SEC Filings(22:03) The Evolution of Executive Compensation and Elon Musk's Comp(28:53) Egregious Corporate Governance examples: Sketchers.(30:08) The problem of Related Party Transactions.(31:37) Independence and Compensation of Board Members (32:36) Quote of Charlie Munger and Warren Buffett on this topic(36:33) Are we in a AI bubble? Similarities with Enron/Worldcom era? (40:18) Reference to my article on AI washing(41:43) The Importance of SEC Changes (only 3 commissioners from a single party)(43:22) The Role of Markets in Everyday Life(47:45) Books that have greatly influenced her life:The Jungle by Upton Sinclair (1906)Germinal by Émile Zola (1885)Crying in H Mart by Michelle Zauner (2021)(48:20) Her mentors: Nell Minow, Diana Henriques, and Thornton O'Glove.(49:19) Quotes that she thinks of often or lives her life by: "Don't Postpone Joy"(50:52) An unusual habit or an absurd thing that she loves. Michelle Leder is the founder and editor-in-chief of footnoted.com, a source for uncovering important information hidden deep in SEC filings. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this episode of Shelf Addiction, hosts Tamara and Casey dive into the second book of the Crimson Moth duology, Rebel Witch. They discuss the plot, character dynamics, and themes of identity and growth, while also critiquing the predictability of the plot twists and the world-building elements. The conversation highlights the complexities of the characters' relationships and the societal issues presented in the narrative, ultimately leading to a discussion about the book's ending and its implications for the characters' futures.Ep 552Pick up a copy of today's book! Find all the essential links in one spot and follow Tamara!Connect with Tamara:Instagram| https://www.instagram.com/shelfaddiction/TikTok | https://www.tiktok.com/@shelfaddictionX | https://x.com/ShelfAddictionConnect with Casey:Instagram| https://www.instagram.com/Casey_heartfullofinkTikTok| https://www.tiktok.com/@heartfullofinkX | https://x.com/DustMiteBunnyCheck out our sponsors and deals!
(0:00) Intro(1:30) About the podcast sponsor: The American College of Governance Counsel(2:16) Start of interview(3:01) Erik's origin story(6:10) His role at the Tippie College of Business at the University of Iowa.(7:49) Exploring his book Catching Cheats(9:39) About the field of forensic economics(11:00) The Challenge of Private Market Data and Fraud *Reference to our Startup Litigation Digest(16:24) Board Responsibilities in Fraud Detection(19:03) Challenges for private company boards(21:22) Insights and red flags from the Madoff Case(26:30) Insider Trading and Its Challenges(31:29) The Role of Whistleblowers in Fraud. Reference to E142 with Tyler Shultz and E130 with Mary Inman (whistleblower attorney)(35:44) Cultural Perspectives on White-Collar Crime(39:59) The Intersection of Vision and Fraud(41:27) Fraud problems in academia(44:00) The Impact of AI on Fraud Dynamics *suggested read: The Trillion Dollar Governance Reckonings(49:46) The role of directors in the stock backdating scandals "they were happy beneficiaries"(51:03) Books that have greatly influenced his life:Animal Farm by George Orwell (1945)Into Thin Air by Jon Krakauer (1997)(53:45) His mentors *discussion about the Norges Bank Investment Mgmt Fund ($2T AUM) and its ethical issues.(56:23) Quotes that she thinks of often or lives her life by.(57:10) An unusual habit or an absurd thing that she loves. (58:08) The living person he most admires: Bill Gates.Erik Lie is the Amelia Tippie Chair in Finance and Professor at the Tippie College of Business at the University of Iowa. His new book, Catching Cheats: Everyday Forensics to Unmask Business Fraud, offers a compelling look at how forensic economics and data-driven analysis can help identify wrongdoing that remains hidden in plain sight. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this episode, Tamara and Classy dive into the thrilling world of Karen Slaughter's latest novel, 'We Are All Guilty Here.' They explore the intricate plot, character dynamics, and the dark themes that make this book a gripping read. The discussion covers the novel's exploration of small-town secrets, flawed justice systems, and the moral complexities faced by the characters. Tamara and Classy also share their thoughts on the audiobook narration by Kathleen Early.Ep 551Pick up a copy of today's book, Incidents Around the HouseFind all the essential links in one spot and follow Tamara!Connect with Tamara on social media:Instagram | https://www.instagram.com/shelfaddiction/TikTok | @shelfaddictionConnect with Classy on social media:Instagram | https://www.instagram.com/thebookishvirtualassistantTikTok | @classygreen1Join the SAO book club on BookClubs: https://bookclubs.com/shelf-addiction-book-club/join/Check out our sponsors and deals!
(0:00) Intro(1:55) About the podcast sponsor: The American College of Governance Counsel(2:42) Start of interview(3:56) Sue's origin story(5:42) The Rise of Biotech and her Career Journey (BioRad, Dupont, Amersham and Affymetrix)(12:04) Transition to Venture Capital (Mohr Davidow Ventures, GE Ventures)(14:55) Evolution of Corporate Venture Capital (since ~2010) "They [now] represent about 28% of all VC dollars going into startups."(19:32) Her Board Membership Journey (since 2000, as a board member at Affymetrix where she was an executive)(21:12) The Impact of AI on Governance(21:53) Cultural Differences in Boardrooms between founders and investors: "if you do governance right, it should be an enabler, not a suffocator."(29:24) Navigating Geopolitical Risks. Example: Align Technology: We moved about 90% of our Russia based developers to Armenia.(33:01) Challenges in Life Sciences Funding(34:52) The AI Investment Boom(37:16) Activism's Influence on Corporate Boards. "They punish the lack of communication. They punish obscuring things." Reference to E189 with Joele Frank and Anne Chapman.(42:36) The Evolution of Compensation Structures "I think one of the key topics around comp is aligning pay, performance, and purpose."(45:34) Other relevant board topics: human capital, innovation, data and board culture.(47:57) The Importance of Board Refreshment (digital and IA natives that can govern in the boardroom)(49:12) Books that have greatly influenced her life:Passages by Gael Sheehy (1976)Mountains Beyond Mountains by Tracy Kidder (2003)(52:00) "People that helped her along"(54:23) An unusual habit or an absurd thing that she loves. (54:59) The living person she most admires: Francis Collins.(56:39) Quotes that she thinks of often or lives her life by.Sue Siegel is a highly accomplished executive, investor, and board member who has been at the forefront of innovation across life sciences, healthcare, and technology for more than three decades. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this episode of Shelf Addiction, hosts Tamara and Casey delve into 'Blind Date with a Werewolf' by Patricia Briggs, exploring the intricacies of the Mercyverse. They discuss the importance of reading order, character visualization, and the various themes presented in the short stories. Each date Aseel goes on reveals different aspects of his character, from his softer side to the darker themes of magic and danger. Casey and Tamara explore the intricate dynamics of relationships within the supernatural realm, focusing on timeless characters, power couples, and the complexities of romance. They delve into the nature of monsters, the implications of age gaps, and the unfolding plot twists that keep readers on their toes. The discussion also highlights the anticipation for future installments in Patricia Briggs' universe, emphasizing the importance of character development and narrative depth.Ep 550Pick up a copy of today's book! Find all the essential links in one spot and follow Tamara!Connect with Tamara:Instagram| https://www.instagram.com/shelfaddiction/TikTok | https://www.tiktok.com/@shelfaddictionX | https://x.com/ShelfAddictionConnect with Casey:Instagram| https://www.instagram.com/Casey_heartfullofinkTikTok| https://www.tiktok.com/@heartfullofinkX | https://x.com/DustMiteBunnyCheck out our sponsors and deals!
(0:00) Intro(1:25) About the podcast sponsor: The American College of Governance Counsel(2:12) Start of interview(3:01) Karen's origin story(3:44) Early Career and Transition to Technology(5:40) The Dot-Com Era and her time at Brobeck and later at Orrick.(8:50) Her transition to Prosper Marketplace (Chris Larsen's company) (9:40) Her time at Box, Inc. and Apple *Reference to E179 with Jack Lazar(13:14) Her journey to Venture Capital.(14:16) Joining B Capital (in 2019) and the firm's investment focus(16:16) The nature of B Capital's partnership with the Boston Consulting Group (BCG) (19:32) Governance in Early Stage Companies(20:42) Her role as a board partner of her firm. *Reference to VCBA program(23:22) Building Trust in Governance "It starts on day one. And that trust is just, is literally earned through every conversation, every interaction, and certainly every board meeting."(25:41) Founder-Friendly Terms and Market Changes(28:43) The Importance of Governance During Crisis(31:52) CEO Succession and Leadership Transition(37:45) Advisory Boards vs. Fiduciary Boards(40:06) On board observers(44:08) Board Committees and Their Evolution(48:10) The Debate: Stay Private or Go Public(51:37) Books that have greatly influenced her life:Annie Duke's Thinking in Bets (2018)Ray Dalio's Principles (2017)Shoe Dog by Phil Night (2016)(52:00) Her mentors: David Geyer (Brobeck), Aaron Levie (Box), Howard Morgan (B Capital)(52:48) Quotes that she thinks of often or lives her life by: "never cut what you can untie". And the other is "never confuse motion with progress."(53:03) An unusual habit or an absurd thing that she loves. (53:25) The people she most admires(55:50) Diversity on Boards in Venture CapitalKaren Page is a General Partner and Board Partner at B Capital. As a Board Partner, she collaborates with portfolio company leadership, B Capital's investment team and the firm's network of advisors to provide best-in-class strategic guidance You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this episode of the podcast, Tamara and Casey dive deep into the first book of the Crimson Moth duology, Heartless Hunter. They discuss the book's plot, character dynamics, and the execution of the enemies to lovers trope. The conversation also touches on the magic system, predictions for the sequel, and more.Ep 545Pick up a copy of today's book! Find all the essential links in one spot and follow Tamara!Connect with Tamara:Instagram| https://www.instagram.com/shelfaddiction/TikTok | https://www.tiktok.com/@shelfaddictionX | https://x.com/ShelfAddictionConnect with Casey:Instagram| https://www.instagram.com/Casey_heartfullofinkTikTok| https://www.tiktok.com/@heartfullofinkX | https://x.com/DustMiteBunnyCheck out our sponsors and deals!
(0:00) Intro to this episode(1:34) About the podcast sponsor: The American College of Governance Counsel.(2:21) Start of interview(3:19) Joele Frank's origin story(5:02) Anne Chapman's origin story(8:41) The history and focus of the firm Joelle Frank (now has ~250 people, with offices in NYC and SF).(12:46) Shareholder activism in today's market(15:52) The Exxon Mobil activism case [see E28 with Aiesha Mastagni from CalSTRS, starting at 23:27](18:17) Say-on-Pay and Executive Compensation Dynamics "compensation is a real emotional topic"(21:27) On mega grants.(23:17) The evolution of M&A in shareholder activism(25:44) Geopolitical Tensions in the Boardroom. Examples: US Steel (Golden share by US), MP Materials (10% equity stake).(28:38) Evolution of ESG/DEI, including boardroom diversity.(33:00) AI, PBCs, and Governance Challenges. Is it a bubble? Concern about ethical AI.(38:35) Case Study: Norfolk's Proxy Fight. Digital component to increase retail component of the vote.(44:14) How activists are proposing more qualified directors to boards (focus on individual directors post universal proxy rules).(48:50) The Changing Landscape of Board Composition(49:55) The Importance of Board Evaluations(51:45) On the "stay private or go public" debateJoele Frank is the founder and Managing Partner of Joele Frank. Anne Chapman is a Managing Director at Joele Frank. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this episode of Shelf Addiction, hosts Tamara and Classy dive into their October thriller buddy read, 'Incidents Around the House' by Josh Mallerman. They discuss the chilling narrative told from the perspective of a young girl, Bella, who is haunted by a malevolent entity known as 'Other Mommy'. The conversation delves into themes of family dynamics, the impact of secrets, and the nature of horror, while also examining character motivations and the effectiveness of the narrative style. The hosts share their initial impressions, creepy elements that resonated with them, and their thoughts on the ending, leaving room for interpretation and discussion.Ep 548Pick up a copy of today's book, Incidents Around the HouseFind all the essential links in one spot and follow Tamara!Connect with Tamara on social media:Instagram | https://www.instagram.com/shelfaddiction/TikTok | @shelfaddictionConnect with Classy on social media:Instagram | https://www.instagram.com/thebookishvirtualassistantTikTok | @classygreen1Join the SAO book club on BookClubs: https://bookclubs.com/shelf-addiction-book-club/join/Check out our sponsors and deals!
In this episode of Shelf Addiction, hosts Tamara and Casey dive into the world of thriller and fantasy reads, specifically focusing on the anthology 'Scared Sexy'. They discuss two stories from the anthology: 'My Boyfriends Are All Monsters' and 'Spicy Little Curses'. The conversation explores the strengths and weaknesses of each story, the characters, and the authors' writing styles. The hosts share their thoughts on the pacing, character development, and overall enjoyment of the stories, culminating in their ratings and recommendations for future reads.Ep 547Pick up a copy of today's book! Find all the essential links in one spot and follow Tamara!Connect with Tamara:Instagram| https://www.instagram.com/shelfaddiction/TikTok | https://www.tiktok.com/@shelfaddictionX | https://x.com/ShelfAddictionConnect with Casey:Instagram| https://www.instagram.com/Casey_heartfullofinkTikTok| https://www.tiktok.com/@heartfullofinkX | https://x.com/DustMiteBunnyCheck out our sponsors and deals!
(0:00) Intro(1:24) About the podcast sponsor: The American College of Governance Counsel(2:11) Start of interview. *Reference to E91 (April 2023) for Steven's personal/professional background. (2:34) The current era of corporate law.(3:39) Transition to Substack Publishing(6:40) The DExit Phenomenon Explained(11:35) Understanding Delaware's SB21 and Its Implications. His article, Course Correction for Controller Shareholder Transactions.(19:53) The impact of SB21 on shareholder inspection rights (Section 220 litigation)(23:20) Texas and Nevada: business-friendly but different environments(25:55) The Future of Startups and Incorporation Choices *reference to a16z's Delaware exit (July 2025)(29:56) The Cycle of IPOs and Market Trends (stay private vs go public debate). Reference to The Eclipse of the Public Corporation (1989)(36:47) The Rise of U.S. Government Intervention in corporate affairs (industrial policy).(38:28) The concept of a "golden share" (in reference to US Steel situation)(42:04) The fluctuation of politics in corporate governance and industrial policy.(45:44) Analyzing Public Benefit Corporations in AI industry ("is it driven by economics or PR?")(53:07) Rethinking the ESG phenomenon (political polarization)Stephen Bainbridge is the William D. Warren Distinguished Professor of Law at UCLA School of Law You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In this episode of Shelf Addiction, hosts Tamara and Casey dive into 'Tourist Season' by Bryn Weaver, a serial killer romance set in the quirky town of Cape Carnage. They discuss the book's synopsis, initial reactions, character dynamics, and plot holes, while also analyzing the chemistry between the leads, Nolan and Harper. The audiobook experience is highlighted, along with the prevalence of true crime elements in the story. The hosts speculate on future developments in the series and share their final ratings, finishing with hopes for the next installment.Ep 546Pick up a copy of today's book! Find all the essential links in one spot and follow Tamara!Connect with Tamara:Instagram| https://www.instagram.com/shelfaddiction/TikTok | https://www.tiktok.com/@shelfaddictionX | https://x.com/ShelfAddictionConnect with Casey:Instagram| https://www.instagram.com/Casey_heartfullofinkTikTok| https://www.tiktok.com/@heartfullofinkX | https://x.com/DustMiteBunnyCheck out our sponsors and deals!
(0:00) Intro(1:36) About the podcast sponsor: The American College of Governance Counsel(2:23) Start of interview(3:11) Brad's origin story(4:54) Venture Capital Beginnings(5:39) The Rise of the Internet(8:10) His role in Softbank Technology Ventures and later Mobius Venture Capital. Reference to Heidi Roizen E6, E108 and E116(12:26) Transition to Techstars and Foundry(13:36) Origin and focus of his book Startup Boards. Reference to his blog post: Feld Thoughts. "Boards (and board members) for private companies operate on a bell curve" (some are excellent, some are horrific, and most are average).(15:31) The Evolution of Founder-Friendly Terms(30:06) Effective Board Composition(35:00) Defining a Great Board: the Board as a Team. Reference to Matt Blumberg's Rule of 1s: see E52 (2022)(38:05) "The goal of the board is to get different skill sets around the table" "I think a founder should fight against investors having additional observer seats."(41:13) Why he considers it a red flag when a director claims they're acting out of "fiduciary duty." *Reference to the Startup Litigation Digest(44:50) Governance concerns in the AI Boom(47:37) Books that have greatly influenced his life:Zen and the Art of Motorcycle Maintenance by Robert Pirsig (1974)The entire pantheon of Neal Stephenson and William Gibson Science fiction written by female writers (as a category)Hyperion Cantos by Dan Simmons(50:05) His mentors: Len Fassler and his uncle, Charlie Feld.(51:55) Quotes that he thinks of often or lives his life by: from his Dad: "If you're not standing on the edge, you're taking up too much space.", from Len: "Brad, they can't kill you and they can't eat you. Suit up."(53:00) An unusual habit or an absurd thing that he loves. "I love philanthropically funding bathrooms." Also, the Banana Lounge at MIT.(55:38) The living person he most admires: his wife Amy Batchelor.Brad Feld has been an early-stage investor and entrepreneur since 1987. He co-founded two venture capital firms, Foundry Group and Mobius Venture Capital, and multiple companies, including Techstars. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License