Podcasts about Executive compensation

In this episode of Just Compensation, Megan Monson, Taryn E. Cannataro, and Zachary Bocian discuss Internal Revenue Code Sections 457(b) and 457(f), two deferred compensation vehicles available to tax-exempt organizations and state and local governments. The hosts detail who can sponsor these plans, how these plans work, when taxation occurs, and how Section 409A overlays with these rules. Be sure to check out our previous episode, "The Impact of 457A on Deferred Compensation from non-US Entities", to learn more about Internal Revenue Code Section 457A. Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Zachary Bocian, Associate, Executive Compensation and Employee Benefits

An ESOP (employee stock ownership plan) can be the right succession strategy for a craft brewer. This presentation will offer a detailed look at how an ESOP can enable an owner to receive fair value for transferring ownership while preserving the unique culture and legacy of the business even after the founder steps back. We will demystify the structure and legal aspects of an ESOP, making a complex process more approachable. Attendees will learn about the significant tax advantages both for selling owners and for a craft brewery after becoming ESOP-owned, and how an ESOP enables workers to become owners. The presentation will also provide practical guidance to assess whether an ESOP is feasible for a craft brewer.Alan is a partner in the Employee Benefits & Executive Compensation group at Husch Blackwell LLP.His practice encompasses the gamut of employee benefits law, with a particular focus on ESOP transactions and compliance.Many lawyers play golf. Instead, Alan plays squash and tennis, which provide him with a frequent reminder to keep his day job.

Welcome to The Executive Compensation Podcast from Meridian Compensation Partners.Executive compensation grows more complex every year, and with it grows Compensation Committee Members accountability. Every decision must stand up to investors, regulators, and public scrutiny.The Executive Compensation Podcast confronts that pressure directly.Hosted by Ryan Harvey, Virginia Rhodes, and Darren Moskovitz of Meridian Compensation Partners, each episode tackles the challenges of executive pay, from incentive design and peer groups to discretion, disclosure, and pay for performance alignment. The focus stays on disciplined thinking and decisions that remain defensible over time.For Compensation Committee Members and senior leaders responsible for executive compensation, this channel delivers practical insight and credible conversation built for the weight of the role.Subscribe for new episodes from Meridian Compensation Partners.Visit meridiancp.com to learn how Meridian works with boards on executive compensation decisions they can stand behind.

In this episode of Just Compensation, Andrew E. Graw, Chair of Lowenstein's Executive Compensation and Employee Benefits group, Taryn E. Cannataro, and Kate Basmagian discuss inducement equity grants, a tool employers use to attract top talent in competitive markets. The conversation discusses how inducement equity grants can be used to issue awards outside shareholder-approved equity plans, and what employers must look out for to ensure they are complying with proper approval procedures, applicable listing rules, and timely and accurate disclosure requirements. Andrew E. Graw, Partner, Chair, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Kate Basmagian, Partner, Capital Markets & Securities Group

Knowing you should negotiate and knowing what to actually say are two completely different things. The wrong words can quietly cost you tens of thousands of dollars. The right words can change the entire trajectory of your compensation package.This episode gives you the exact language to use at every stage of an executive compensation negotiation — and the phrases you need to stop saying immediately.In this episode, you'll learn:The five phrases that signal weakness in a negotiation (and what to say instead)How to respond when they ask about salary expectations before you even have an offerThe exact script to use when you receive an offer — including why you should never say yes on the spotHow to pivot when they say no to base salary (because there's always more on the table)The 3 P's of Negotiation: the mini-framework you'll use every timeWho actually has the authority to say yes — and how to make sure you're talking to the right personThis episode is for you if: You're a Director, VP, or senior leader who is ready to stop leaving money on the table and start negotiating with the precision and confidence your level demands.Resources & Next Steps:

If you're a corporate executive, your compensation package is likely far more complex than just a simple paycheck. Stock options, restricted stock units, deferred compensation, and equity awards can add up to meaningful wealth but only if they're managed well. In today's episode of Purposeful Planning, we'll walk through the key components of executive compensation and what it takes to make sure you're not leaving money on the table or creating unnecessary tax exposure along the way. Sources: 1. https://www.aspenwealthmgmt.com/resource-center/investment/executive-compensation-planning-maximizing-your-equity-benefits 2. https://www.aspenwealthmgmt.com/resource-center/blog/understanding-your-options 3. https://www.aspenwealthmgmt.com/resource-center/financial-planning/knowing-how-and-when-to-sell-rsus/ 4. https://www.aspenwealthmgmt.com/resource-center/blog/equity-compensation/ 5. https://www.irs.gov/pub/irs-drop/rp-12-29.pdf The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Just Compensation, Megan Monson, Amy Komoroski Wiwi, and Amy C. Schwind continue their discussion regarding employment law updates and trends from 2025 and what employers should expect as 2026 continues. They focus on broader changes, covering non-competes, pay transparency and pay data reporting, AI, and DEI. Listen to Part I here. Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Amy Wiwi, Partner, Employment Amy C. Schwind, Senior Counsel, Employment

In this episode of Journey Beyond Divorce, Karen McMahon sits down with Stacy Francis, CFP®, CDFA®, CES™, President and CEO of Francis Financial, to unpack one of the most complex and often overlooked aspects of divorce: executive compensation. When income extends beyond a traditional paycheck to include RSUs, stock options, deferred bonuses, and long-term incentive plans, the financial landscape of divorce becomes significantly more complicated—and the stakes much higher. Together, Karen and Stacy explore how these "golden handcuffs" function and why they are so frequently misunderstood, undervalued, or even missed entirely during divorce proceedings. They dive into how executive compensation is structured, where disclosure gaps tend to occur, and how to identify these assets through key documents like offer letters, vesting schedules, and compensation statements. Stacy also explains how marital versus separate property is determined using time-based calculations tied to the date of divorce, and why timing, vesting schedules, and tax implications can dramatically impact the outcome of a settlement. This conversation brings clarity to critical decisions, including whether to divide future vesting shares or offset their value with other assets, and highlights a common and costly mistake around who is responsible for taxes on RSU income. Karen and Stacy also discuss real-world complications like job changes, buyouts of unvested compensation, and what happens to these assets in the event of death or disability. Throughout the episode, they emphasize the importance of working with experienced legal and financial professionals who understand high-net-worth divorce and complex compensation structures. Whether you are an executive navigating divorce or a spouse trying to understand the full financial picture, this episode offers essential insights to help you avoid costly mistakes, ensure proper disclosure, and make informed decisions that protect your long-term financial future. Connect with Stacy: Website: https://francisfinancial.com/francis_team/stacy-francis/ Facebook: https://www.facebook.com/FrancisFinancialInc/  Instagram: https://www.instagram.com/francisfinancialinc/ YouTube: https://www.youtube.com/channel/UCjYgEJi2EhaCd1pL58V78iA?view_as=subscriber Free Gift:  We have seen first-hand the impact that a detailed Legacy Plan has on our clients and their loved ones. This experience inspired us to create our Legacy Planning Checklist. To make it easier, we've created a three-part Webinar which will take you through the checklist step by step to make sure you finish with confidence. Each session is hosted by Certified Financial Planners™ Stacy Francis and Natalie Colley, who share practical guidance, real examples, and tools to help you build your personalized legacy plan with clarity and confidence. Gift Link: https://francisfinancial.com/because-i-love-you-a-legacy-planning-companion/   Resources Mentioned in this Episode: Follow JBD on Instagram: @journey_beyond_divorce Book a Free Rapid Relief Call: http://rapidreliefcall.com Free Divorce Support Network Gift: https://divorcesupportnetwork.com/jbdpod

A bipartisan group of lawmakers are seeking to codify President Donald Trump's executive order that limits stock buybacks and executive pay for certain defense contractors. A new bill, titled Prioritizing the Warfighter in Defense Contracting Act, would prohibit large defense contractors from purchasing their own stock and paying out dividends. It would also prohibit linking executive pay to short-term financial metrics and cap executive compensation at $5 million. Contractors that fail to comply could face penalties, including suspending contract payments and terminating contracts. Republican Senator Josh Hawley said that defense contractors “should be focused on expanding production, not padding their bottom lines.” See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Just Compensation, Megan Monson, Amy Komoroski Wiwi, and Amy C. Schwind discuss employment law updates and trends from 2025 and what employers should expect as 2026 continues. They delve into state-specific changes, noting minimum wage and salary threshold increases, prenatal leave and sick time, and independent contractor classifications, and other New York, New Jersey, and California legislation.  Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Amy Wiwi, Partner, Executive Compensation and Employee Benefits Amy C. Schwind, Senior Counsel, Executive Compensation and Employee Benefits

Building a wellness program that actually works and stays compliant? It's tougher than ever. Between HIPAA, EEOC, ADA, ACA and tax rules, even the best programs can stumble into costly mistakes. In this episode, we cut through the alphabet soup and break down what employers really need to know. Partner and Co-Chair of Calfee's Employee Benefits and Executive Compensation, Jason Rothman joins MB Director of Population Health, Tiffany Kuck and MB CMO, Dave Homan as they dive into today's biggest compliance risks, how wellness programs have evolved and what it takes to design something effective and penalty‑proof. If you touch wellness strategy, this is the episode you can't skip.

(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 of Just Compensation, Megan Monson and Amy C. Schwind discuss legal considerations regarding commission payment, covering the key components of commission plans. They advise against ambiguity in plans by suggesting employers prepare clear, written commission plans that define eligibility, earning criteria, calculation, and payment timing while complying with state wage-and-hour and tax laws. Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Amy C. Schwind, Senior Counsel, Employment

Find out what's new in CEO and executive compensation, including say-on-pay practices and SEC regulations.      CEO pay in the S&P 500 increased 7% year-over-year in 2025, with stock awards as the largest driver. What are the latest trends in CEO and executive compensation for governance teams and boards to consider?     Join Steve Odland and guest Dana Etra, managing director and head of the Boston office at FW Cook, to find out why some perquisites are being viewed through a risk and duty-of-care lens, how say-on-pay approaches have evolved, and why companies should watch for SEC changes to disclosure requirements.     For more from The Conference Board:  CEO and Executive Compensation Practices in the Russell 3000 and S&P 500: 2025  Pay Ratios: CEO and C-Suite Compensation in the Russell 3000 and S&P 500  Executive Compensation Benchmarking Tool 

In this episode of Just Compensation, Megan Monson and Jessica I. Stewart join host Taryn E. Cannataro in discussing common treatments of outstanding stock options and other equity awards in transactions. The discussion covers what different approaches mean for employees, sellers and buyers, as well as the tax implications of various treatments. Monson, Stewart, and Cannataro explore the key issues that all parties in a transaction should keep in mind, from equity plan design and deal documentation to structuring awards that effectively incentivize employees. Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Jessica I. Stewart, Associate, Executive Compensation and Employee Benefits

On this episode, we'll look at opportunities and potential traps regarding compensation and benefit plans, which play a critical role in a company's culture. We welcome co-host Devin Tenney, a director in the Washington National Tax Office and leader of the Executive Compensation and Employee Benefits Practice at Forvis Mazars.

On this episode, we'll look at opportunities and potential traps regarding compensation and benefit plans, which play a critical role in a company's culture. We welcome co-host Devin Tenney, a director in the Washington National Tax Office and leader of the Executive Compensation and Employee Benefits Practice at Forvis Mazars.

In this episode of Just Compensation, Andrew E. Graw, Taryn E. Cannataro, and Zachary Bocian discuss ESOPs, employee stock ownership plans. The conversation covers the tax and non-tax benefits of ESOPs, and how ESOPs can be used by shareholders of closely-held companies to diversify all or some of their equity in the company. Speakers: Andrew E. Graw, Partner and Chair, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Zachary Bocian, Associate, Executive Compensation

(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

On the December 9th episode of the Market Trends Podcast, Steve Kaempf and Matt Lombardi analyze national home prices, affordability challenges, rising listings, and “refuge markets” in the Midwest, while also reviewing corporate ownership and the impact of interest rates. They wrap up with market forecasts for 2026, industry news, local sports shoutouts, and invitations to upcoming webinars and podcasts.Introduction and Episode Overview (00:00:01)NAR 2024 Financial Snapshot: Revenues and Executive Compensation (00:00:52)NAR Staff Compensation and Spending Breakdown (00:02:44)NAR Marketing, PR, and Brand Defense Spending (00:04:00)NAR Legal and Lobbying Expenditures (00:05:41)Transparency and Fiscal Discipline Concerns at NAR (00:06:37)How to Research Nonprofit Financials (00:08:15)Federal Reserve Meeting and Rate Cut Expectations (00:08:54)Impact of Rate Cut on Mortgage Rates and Affordability (00:09:55)Current Mortgage Rate Snapshot and Market Uncertainty (00:10:50)US Economic Resilience and Real Estate Market Cooling (00:12:13)Real Estate Market Trends: Inventory and Pending Sales (00:12:51)Mortgage Rate Predictions and Market Unsticking (00:13:21)Compass Northwest MLS Antitrust Lawsuit Update (00:13:40)2026 Real Estate Market Predictions: Methodology (00:16:06)2025 Market Recap and 2026 Sales Forecasts (00:17:52)2026 Mortgage Rate and Economic Outlook (00:20:24)2026 Home Price and Affordability Outlook (00:22:51)Rising Listings, Refuge Markets, and Contract Cancellations (00:25:44)National Pricing and Supply Trends (00:28:21)Who Owns America's Homes? Corporate vs. Local Ownership (00:31:08)Rise of the Mega Investor (00:34:47)Local and Legislative News, Sports Shoutouts (00:36:22)Podcast Announcements and Closing (00:39:00)Full episodes available at www.peoplenottitles.comPeople, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

How does executive compensation shape company culture, performance and deliver shareholder value?Why should CHROs think of executive compensation as a communication tool?My guests in this episode are Ani Huang, President of Policy and Practice at the CHRO Association and Charlie Tharp, Senior Advisor for Research & Practice at the CHRO Association and the Center On Executive CompensationDuring our conversation Ani, Charlie, and I discuss:Why executive compensation is a strategic communication system that signals culture, priorities, and long-term value.How executive compensation aligns to the business strategy and drives long-term value.Why effective executive compensation starts with developing deep financial and business acumen.What builds fairness and transparency in pay systems.How executive compensation can impact the broader pay philosophy.Connecting with Ani and Charlie: Connect with Ani Huang on LinkedInConnect with Charlie Tharp on LinkedInLearn more about CHRO AssociationEpisode Sponsor: Next-Gen HR Accelerator - Learn more about this best-in-class leadership development program for next-gen HR leadersHR Leader's Blueprint - 18 pages of real-world advice from 100+ HR thought leaders. Simple, actionable, and proven strategies to advance your career.Succession Planning Playbook: In this focused 1-page resource, I cut through the noise to give you the vital elements that define what “great” succession planning looks like.

(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 installment of our Employee Benefits and Executive Compensation Preparing For 2026 series, hosts Constance Brewster and Jeff Banish walk employers through the new rules on mandatory Roth catch-up contributions and the optional "super catch-up contributions," as we approach 2026. This episode distills what's changing, who's affected, updated limits for 2026, and practical steps plan sponsors should take now to prepare for 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Just Compensation, Megan Monson, Amy C. Schwind, and Jessica I. Stewart discuss employer considerations for involuntary termination of employees, including terms in the employee's contract, reason for termination, and release agreements like severance plans. They cover risks of retaliation or other claims if the employee is a member of a protected class or is on or intends to go on a leave of absence. The conversation reviews state and federal regulation as well as COBRA, 409A tax code, and the WARN act. The episode relays that terminating an employee must be a well thought-out and careful decision.  Speakers: Megan Monson, Partner, Executive Compensation and Employee BenefitsAmy C. Schwind, Counsel, EmploymentJessica I. Stewart, Associate, Executive Compensation and Employee Benefits

(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 Just Compensation, Megan Monson, Taryn E. Cannataro, and Zachary Bocian discuss employee retention strategies during a company sale, including transaction bonuses, retention bonuses, management carve-out plans, and severance plans. They assess whether the seller or buyer is responsible for funding retention tools and address the legal and practical considerations of such arrangements. To learn more about 280G, listen to Section 280G Unpacked: Pitfalls and Planning for Tech Startups. To learn more about 'Top Hat' structures, listen to Puttin' on Your Top Hat: How to Effectively Structure a Deferred Compensation Plan as a “Top Hat” Plan. Speakers: Megan Monson, Partner, Executive Compensation and Employee BenefitsTaryn E. Cannataro, Counsel, Executive Compensation and Employee BenefitsZachary Bocian, Associate, Executive Compensation

Join Lydia Parker and Laura Ferguson, partners in Troutman Pepper Locke's Employee Benefits + Executive Compensation Practice, as they discuss the top five health and welfare updates from 2025 to prepare you for 2026, from significant legislative changes to emerging litigation trends that are reshaping the landscape for plan sponsors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On today's episode, Jared Berman, Partner at Meridian Compensation Partners, LLC, unpacks the fundamentals of market benchmarking and peer group development, explaining why these building blocks are critical to executive compensation governance. From defining what the market for talent really means to exploring the nuances of selecting peer groups, Jared highlights the art and science behind designing fair and effective pay practices.Key Takeaways:00:00 Introduction.02:00 Market benchmarking establishes reasonable executive pay.04:11 Fair comparisons require companies of similar complexity.05:13 Comparables provide structure in pay assessment.06:34 Peer groups work best with a balanced sample.08:08 Size matters but doesn't always show complexity.09:22 Broader factors such as reach and workforce refine groups.10:05 Avoid selecting peers based only on performance.12:07 Benchmarking centers on the most senior executives.Resources Mentioned:Jared Bermanhttps://www.linkedin.com/in/jared-berman-3950884/Meridian Compensation Partners, LLChttps://www.linkedin.com/company/meridian-compensation-partners-llc/This episode is brought to you by Meridian Compensation Partners, LLC. Learn more by visiting MeridianCP.com. #Compensation #Wages #SPAC #Equity #ExecutiveCompensation #Clawback

In this episode of Just Compensation, Jessica I. Kriegsfeld is joined by Lauren M. Hollender to discuss employee handbooks, including varying state and federal laws and best practices for creating, distributing, and maintaining employee handbooks. Hollender explains that employee handbooks are not one-size-fits-all, and they should be customized to fit the company's size, location, and culture.  Speakers: Lauren M. Hollender, Counsel, EmploymentJessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

Only one in four governance leaders say succession planning is a top priority, even as activists press for change and many CEOs stay in their roles longer than ever.  In this episode, host Steve Odland sits down with Bonnie Gwin, Vice Chair and Global Co-Managing Partner, CEO and Board Practice, Heidrick & Struggles, and a leading voice on governance and board effectiveness.  Together, they unpack the risks of neglecting succession, explore best practices for director refreshment, and explain why agility and resilience are now must-have CEO traits. The conversation also highlights how boards are grappling with black swans, geopolitical turmoil, cybersecurity, and the uncertain governance of AI.  For more from The Conference Board:  Are Boards Effective? Here's What OurLatest Research Says  Corporate Citizenship in Transition: Lessons from 2025  Executive Compensation in a Disruptive World 

In this episode of Just Compensation, Jessica I. Kriegsfeld, Amy C. Schwind, and Adam Dickson discuss employment considerations for early-stage companies, including best practices to be compliant with applicable employment laws and to build a strong foundation to grow and attract talent.  Speakers: Adam Dickson, Counsel, Emerging Companies & Venture CapitalAmy C. Schwind, Counsel, EmploymentJessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

Making it to VP doesn't mean you're negotiating like one. In this episode, I reveal the five mistakes that cost executives millions in compensation. Listen in to learn how to secure the package you truly deserve. FREE TRAINING Register for The Catapult Your Career Bootcamp (http://thecatapultbootcamp.com) WORK WITH US Join the Catapult Your Career Program (http://cycprogram.com) GET IN TOUCH Linkedin: https://www.linkedin.com/in/stellaodogwu/ Instagram: https://www.instagram.com/_intelle/ Email: contact@intelle.us Text: 949-519-4554

How does financial transparency affect how CEO's themselves are paid?Young Jun Cho and Hojun Seo investigate how the introduction of SFAS 131, requiring companies to report performance by business segments, impacts equity-based compensation. Their research reveals that more granular disclosure reduces the need for stock-based incentives, especially in firms with weak internal oversight, but strong external scrutiny. The findings show how reporting rules can act as powerful tools of corporate governance, reshaping executive behaviour and investor influence.Read the original research: doi.org/10.1111/1911-3846.12928

In this episode of Just Compensation, Megan Monson, Julie Levinson Werner, and Jessica I. Kriegsfeld delve into considerations associated with engaging temporary workers, particularly through a staffing agency. They discuss the benefits of engaging temporary workers, pitfalls to avoid, and best practices.  Speakers: Megan Monson, Partner, Executive Compensation and Employee BenefitsJulie Levinson Werner, Partner, Vice Chair, EmploymentJessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

The OBBBA introduces major shifts for employers, transforming employee benefits, executive compensation, and workforce compliance. Are you prepared to adapt? Essential Impacts for Employers Dependent care and education benefits—higher flexible spending account limits and tax-favored student loan repayment programs Health savings accounts—expanded eligibility and coverage options for employees Executive compensation rules—new tax implications for public companies and nonprofits Epstein Becker Green attorneys Elliot Katz and Lucas Peterhans break down these updates in this episode of Employment Law This Week®. Get the insights you need to stay ahead of these sweeping changes. Read more insights on the OBBBA from our benefits team: https://www.workforcebulletin.com/hot-dogs-fireworks-and-the-one-big-beautiful-bill-what-employers-need-to-know-about-the-employee-benefits-and-executive-compensation-changes Visit our site for this week's Other Highlights and links: https://www.ebglaw.com/eltw396 Subscribe to #WorkforceWednesday: https://www.ebglaw.com/subscribe/ Visit http://www.EmploymentLawThisWeek.com This podcast is presented by Epstein Becker & Green, P.C. All rights are reserved. This audio recording includes information about legal issues and legal developments. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and should not be taken, as legal advice on any particular set of facts or circumstances, and these materials are not a substitute for the advice of competent counsel. The content reflects the personal views and opinions of the participants. No attorney-client relationship has been created by this audio recording. This audio recording may be considered attorney advertising in some jurisdictions under the applicable law and ethical rules. The determination of the need for legal services and the choice of a lawyer are extremely important decisions and should not be based solely upon advertisements or self-proclaimed expertise. No representation is made that the quality of the legal services to be performed is greater than the quality of legal services performed by other lawyers.

Thinking about succession planning, employee engagement, or selling your business? On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Nona Massengill, a partner focusing on Executive Compensation. Nona demystifies Employee Stock Ownership Plans (ESOPs) from a business owner's perspective. She breaks down what an ESOP is (and what it's not), who can implement one, and how these plans can create meaningful tax advantages and culture-building opportunities for companies taxed as corporations.

In this episode of Just Compensation, Megan Monson and Jessica I. Kriegsfeld talk to Anthony O. Pergola, Vice Chair of Lowenstein's Emerging Companies & Venture Capital practice group, about the complexities and challenges of Section 280G, a section of the Internal Revenue Code which can be implicated during company change-of-control transactions. The hosts discuss tips for navigating Section 280G and planning strategies to mitigate adverse tax consequences, emphasizing the importance of early preparation and clear communication throughout the M&A process. Refer to episode "Change of Control: Golden Parachute Rules in the Sale Process" for a more detailed overview of Section280G.  Speakers: Megan Monson, Partner, Executive Compensation, Employment & BenefitsAnthony O. Pergola, Partner, Vice Chair, Emerging Companies & Venture CapitalJessica Kriegsfeld, Associate, Executive Compensation, Employment & Benefits

In this episode, Dr. Cherry breaks down the financial challenges oil and gas executives face—like managing complex pay packages, stock units (RSUs), and big tax bills. He shares smart strategies to avoid tax surprises, protect wealth, and plan for a secure retirement.Takeaways:• Plan for tax hits• Watch RSU timing• Limit company stock• Max out 401(k)• Think long-termWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

In this episode of "Just Compensation," host Megan Monson invites Lauren M. Hollender and Amy C. Schwind of Lowenstein's Executive Compensation, Employment & Benefits practice group to discuss the intricacies of parental leave. They assess differences in federal and state laws, as well as best practices and considerations for parental leave policies. Speakers: Megan Monson, Partner, Executive Compensation and Employee BenefitsLauren M. Hollender, Counsel, EmploymentAmy C. Schwind, Counsel, Employment

On today's episode, we're joined by Tom McNeill and Donald Kalfen, both Partners at Meridian Compensation Partners, LLC. They explore the strategic importance of engaging with shareholders on executive pay, highlighting best practices for proactive and reactive engagement.Key Takeaways: (03:46) Most large public companies engage with shareholders regularly, often well before proxy season.(06:06) Engagements often occur in late summer and fall when proxy advisors and shareholders are most receptive.(06:53) Ongoing dialogue with shareholders is crucial for building trust and addressing concerns proactively.(08:10) The compensation committee chair or a non-executive chair typically participates in engagements.(09:17) Proxy solicitors and investor relations teams play key roles in arranging discussions.(11:25) Robust proxy disclosure improves transparency, including details on the nature and outcomes of shareholder engagements.(13:00) Companies receiving less than 70% approval on say on pay votes should engage with shareholders to address concerns.(13:31) Companies must avoid disclosing material non-public information to individual shareholders during engagements.(15:22) Consult counsel and take their advice on proper methods to reveal material non-public information. Recources Mentioned:Tom McNeillhttps://www.linkedin.com/in/tom-mcneill-87722312/Donald Kalfenhttps://www.linkedin.com/in/donald-kalfen-baa44b30/Meridian Compensation Partners, LLChttps://www.linkedin.com/company/meridian-compensation-partners-llc/This episode is brought to you by Meridian Compensation Partners, LLC. Learn more by visiting MeridianCP.com. #Compensation #Wages #SPAC #Equity #ExecutiveCompensation #Clawback

A Deep Dive into HR Consulting and OutsourcingIn this episode, we spoke with Jim Cichanski, founder and CEO of Flex HR, about the evolving landscape of HR consulting and outsourcing. Jim shared his extensive experience in the industry, highlighting how Flex HR has grown over the past 25 years to become the largest HR consulting and outsourcing firm in the Southeast. Flex HR provides a comprehensive range of services, including employee onboarding, payroll management, and compliance oversight, helping businesses navigate the complexities of HR as they scale. Jim emphasized that professional HR support becomes essential as startups grow, enabling leaders to focus on core operations while ensuring compliance and employee satisfaction.Jim also discussed the increasing impact of technology and AI in the HR space. While automation can streamline processes like payroll and benefits management, he stressed the importance of maintaining a human touch in HR interactions to build trust and engagement. Flex HR serves companies with 50 to 500 employees, offering tailored solutions for both small and larger organizations. With a team of 50 consultants across the country, Flex HR is committed to mentoring and supporting HR professionals, ensuring businesses develop strong HR practices and maintain compliance with evolving regulations.As the episode concludes, Jim highlights the value of trust and transparency in leadership, underscoring the importance of clear communication and consistent follow-through. Flex HR also offers webinars, training sessions, and other resources to empower HR professionals and business leaders. For those interested in enhancing their HR functions and fostering a positive work environment, Flex HR provides the expertise and tools needed to ensure long-term success.About Jim Cichanski:Jim, the Founder and CHRO for Flex HR has 50+ years' experience in human resources, holding senior level positions in companies that were privately held, pre-IPO, foreign owned, joint venture, Fortune 50 and one labeled the “fastest growing F1000 in America.” He has a solid background in high tech, manufacturing, services and management.His background in human resources includes organizational process evaluation and improvement, labor laws, integration of businesses, cost reduction, organizational development, and all functional areas of human resources. These include but are not limited to Benefits, Compensation, Staffing, Diversity, ERISA, DOL Compliance, Immigration, Learning & Development, Stock Administration, Executive Compensation, Employee Relations, and over 350 Mergers & Acquisitions. Jim's experience includes operational HR management knowledge globally in 32 countries and has transitioned companies from 30 to 67,000 employees worldwide. Companies he has worked for include Unisys, Novell, Premiere Technologies and PaySys International. Jim is a certified Six Sigma Green Belt.Jim also spent 27 years in the Army National Guard achieving the rank of Colonel, was inducted into the Officer Candidate School Hall of Fame, and received numerous awards including the Legion of Merit. Jim holds a BA in Applied Behavioral Sciences, is a graduate of the Department of Defense Equal Opportunity Institute, has served on the board of HealthSource of Georgia, recently served on the Board of Directors for HomeStretch and was an inside board member of 17 companies. He is an active member of many HR professional organizations.Flex HR has been named one of the “Top 25 Most Promising HR Outsourcing Service Providers” in Outsourcing Gazette Magazine in October 2015. In September 2008, 2012 and 2013 INC Magazine recognized Flex HR as an Inc 5000 “Fastest GrowingAbout Flex HR:Flex HR is co-located in the...

Personally, I have had to inform employees that their jobs were being eliminated. Sometimes because of a budget cut, sometimes due to their performance. How we handle these events is important to the people directly impacted and also to those who remain behind. This podcast will be addressing both topics and how to better structure a layoff scenario—and do it with empathy.  Jim Cichanski, the founder, and Chief Human Resources Officer of Flex HR, has 30+ years experience in human resources, holding senior level positions in companies that were privately held, pre-IPO, foreign owned, joint venture, Fortune 50 and one labeled the “fastest growing F1000 in America.” He has a solid background in high tech, manufacturing, services and management.  His background in human resources includes organizational process evaluation and improvement, labor laws, integration of businesses, cost reduction, organizational development, and all functional areas of human resources. These include but are not limited to Benefits, Compensation, Staffing, Diversity, ERISA, DOL Compliance, Immigration, Learning & Development, Stock Administration, Executive Compensation, Employee Relations, and over 300 Mergers & Acquisitions. Jim's experience includes operational HR management knowledge globally in 32 countries and has transitioned companies from 30 to 67,000 employees worldwide. Companies he has worked for include Unisys, Novell, Premiere Technologies and PaySys International. Jim is a certified Six Sigma Green Belt.  Jim also spent 26 years in the Army National Guard achieving the rank of Colonel.Please visit our sponsors!L3Harris Technologies' BeOn PPT App. Learn more about this amazing product here: www.l3harris.com Impulse: Bleeding Control Kits by professionals for professionals: www.dobermanemg.com/impulseDoberman Emergency Management Group provides subject matter experts in planning and training: www.dobermanemg.com

In this episode, Dr. Preston Cherry breaks down the essentials of equity compensation—RSUs, ISOs, NQSOs, and ESPPs. He explains how taxes and behavioral biases can influence your decisions and offers smart strategies to maximize your equity benefits while avoiding common traps.Takeaways:• Know your tax impact• Sell RSUs to cover taxes• ISOs can lower taxes• ESPPs offer discounted stock• Plan ahead to win bigWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

In this episode, host Megan Monson talks with Amy C. Schwind from Lowenstein's Executive Compensation, Employment & Benefits practice group about AI's growing role in human resources processes and employment decisions. They discuss what is permitted under applicable laws, potential discriminatory impact, and recommendations for employers that are using AI for employment decisions.  Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Amy C. Schwind, Counsel, Employment

In this episode of "Just Compensation," Megan Monson, Taryn Cannataro, and Jessica Kriegsfeld of Lowenstein's Executive Compensation, Employment and Benefits practice group discuss employment and employee benefit considerations in the context of an M&A transaction. The conversation explains typical treatments of certain types of payments and equity in connection with an M&A transaction, as well as certain employment law considerations and best practices. Speakers: Megan Monson, Partner, Executive Compensation and Employee BenefitsTaryn E. Cannataro, Counsel, Executive Compensation and Employee BenefitsJessica Kriegsfeld, Associate, Executive Compensation and Employee Benefits

In this episode, CII General Counsel Jeff Mahoney interviews John W. Barry, Assistant Professor of Finance at Rice University. Professor Barry is the co-author of a recent research paper entitled "Shareholder Voice and Executive Compensation."

Entrepreneur Jesse Tinsley - founder of Employer.com and other successful tech ventures - discusses his consortium's bid to acquire TikTok alongside MrBeast. The dialogue with Kelli and Nolan examines the philosophical and practical implications of executive compensation reduction during corporate restructuring, while illustrating how digital discourse can evolve into substantive debate when moved from social media to direct dialogue.*Email us your ‘Dear Heretics' questions: hrheretics@turpentine.co**For coaching and advising inquire at https://kellidragovich.com/HR Heretics is a podcast from Turpentine.—Support HR Heretics Sponsor: Metaview is the AI assistant for interviewing. Metaview completely removes the need for recruiters and hiring managers to take notes during interviews—because their AI is designed to take world-class interview notes for you. Team builders at companies like Brex, Hellofresh, and Quora say Metaview has changed the game—see the magic for yourself: https://www.metaview.ai/heretics—LINK/S:Employer.com: https://www.employer.com/—KEEP UP WITH JESSE, NOLAN + KELLI ON LINKEDINJesse: https://www.linkedin.com/in/jessetinsleyNolan: https://www.linkedin.com/in/nolan-church/Kelli: https://www.linkedin.com/in/kellidragovich/—TIMESTAMPS:(00:00) Intro(01:55) Update on the TikTok Acquisition(02:25) Motivation Behind Acquiring TikTok with Mr. Beast(04:38) How TikTok Fits into Jesse's Business Portfolio(07:07) Discussion on Executive Compensation and Layoffs(10:28) Specifics on Executive Salary Cuts(11:00) Sponsor: Metaview(12:57) Executive Compensation(15:34) The Importance of Leadership Accountability(18:16) Cultural Impact of Executive Pay Cuts(19:12) Wrap(21:05) Outro This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hrheretics.substack.com

Topics covered between 00:02:10 and 00:47:04 Sovereign Wealth Fund: A deep dive into Trump's controversial proposal, critiqued as a potential hub for corruption, contrasting with successful international models. Trump and His Associates: An unflinching look at allegations of corruption and self-interest within Trump's administration, spotlighting key figures like Beasant and Lutnick. Topics covered between 00:49:21 and 01:05:37 Net Zero by 2050: A provocative examination of how climate goals might reshape local industries, hinting at hidden agendas in environmental policy. Executive Compensation at TVA: Debates the ethics of multimillion-dollar salaries for public service roles, questioning the moral compass of the TVA. Topics covered between 01:08:52 and 01:19:43 The Number 33: Uncovers the mysterious recurrence of the number 33 in Covid-19 narratives, suggesting a hidden agenda or propaganda. Vaccine Mandate Paradox: Critiques the Maha movement's stance, revealing potential deception in prioritizing less critical issues over vaccine mandates. Topics covered between 01:21:17 and 01:36:28 The Sackler Family and Purdue Pharma: Exposes the leniency towards pharmaceutical giants in opioid settlements versus street-level dealers, highlighting profit-driven crises. Corruption in Health and Education: Calls out institutions like the NIH and Johns Hopkins for possibly prioritizing profit over public good. Topics covered between 01:37:55 and 01:49:16 Abolishing the Department of Education: Discusses the contentious debate over dismantling the department via executive orders rather than legislation. AI Replacing Bureaucrats: A cautionary tale about AI in government roles, warning of a potential "eternal tyranny" without human oversight. Topics covered between 01:50:10 and 02:00:19 Gold's All-Time Highs: Analyzes how Trump's policies have turned gold into a refuge from economic uncertainty. Physical Gold Shortage: Highlights the dramatic shift in global gold dynamics, with major financial centers facing supply issues. Topics covered between 02:04:03 and 02:11:15 Trump's Executive Orders: Critiques how these orders might infringe on free speech rights, focusing on definitions of anti-Semitism. Canadian Online News Act: Sparks debate on censorship, exploring how the act affects social media and free speech. Topics covered between 02:11:15 and the end of the show (Matt Trewhella interview) FBI Whistleblower Garrett O'Boyle: Chronicles an agent's moral stand against FBI overreach, invoking legal doctrine for resistance. Moral and Religious Implications: Discusses the ethical and spiritual guidance in resisting unjust laws, particularly in modern crises. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver Follow The David Knight Show on Rumble and watch the show live every weekday 9:00am EST – 12:00pm EST: https://rumble.com/c/TheDavidKnightShow For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

Topics covered between 00:02:10 and 00:47:04 Sovereign Wealth Fund: A deep dive into Trump's controversial proposal, critiqued as a potential hub for corruption, contrasting with successful international models. Trump and His Associates: An unflinching look at allegations of corruption and self-interest within Trump's administration, spotlighting key figures like Beasant and Lutnick. Topics covered between 00:49:21 and 01:05:37 Net Zero by 2050: A provocative examination of how climate goals might reshape local industries, hinting at hidden agendas in environmental policy. Executive Compensation at TVA: Debates the ethics of multimillion-dollar salaries for public service roles, questioning the moral compass of the TVA. Topics covered between 01:08:52 and 01:19:43 The Number 33: Uncovers the mysterious recurrence of the number 33 in Covid-19 narratives, suggesting a hidden agenda or propaganda. Vaccine Mandate Paradox: Critiques the Maha movement's stance, revealing potential deception in prioritizing less critical issues over vaccine mandates. Topics covered between 01:21:17 and 01:36:28 The Sackler Family and Purdue Pharma: Exposes the leniency towards pharmaceutical giants in opioid settlements versus street-level dealers, highlighting profit-driven crises. Corruption in Health and Education: Calls out institutions like the NIH and Johns Hopkins for possibly prioritizing profit over public good. Topics covered between 01:37:55 and 01:49:16 Abolishing the Department of Education: Discusses the contentious debate over dismantling the department via executive orders rather than legislation. AI Replacing Bureaucrats: A cautionary tale about AI in government roles, warning of a potential "eternal tyranny" without human oversight. Topics covered between 01:50:10 and 02:00:19 Gold's All-Time Highs: Analyzes how Trump's policies have turned gold into a refuge from economic uncertainty. Physical Gold Shortage: Highlights the dramatic shift in global gold dynamics, with major financial centers facing supply issues. Topics covered between 02:04:03 and 02:11:15 Trump's Executive Orders: Critiques how these orders might infringe on free speech rights, focusing on definitions of anti-Semitism. Canadian Online News Act: Sparks debate on censorship, exploring how the act affects social media and free speech. Topics covered between 02:11:15 and the end of the show (Matt Trewhella interview) FBI Whistleblower Garrett O'Boyle: Chronicles an agent's moral stand against FBI overreach, invoking legal doctrine for resistance. Moral and Religious Implications: Discusses the ethical and spiritual guidance in resisting unjust laws, particularly in modern crises. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver Follow The David Knight Show on Rumble and watch the show live every weekday 9:00am EST – 12:00pm EST: https://rumble.com/c/TheDavidKnightShow For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.comIf you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

On today's episode, Clay is joined by Soo Chuen Tan who is the founder and president of Discerene Group to discuss global & contrarian value investing. Soo Chuen started his firm in 2010 with less than $100 million in AUM and has grown it to over $2 billion. Utilizing their strict value investing approach, Discerene has had an impressive investment track record since its founding in June 2010. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:30 - What led Soo Chuen to start Discerene Group shortly after the collapse of Lehman Brothers. 15:33 - What differentiates Discerene Group from other value investors. 20:34 - Lessons that Soo Chuen teaches younger investors. 38:43 - Whether great investing can be learned or not. 43:20 - How Soo Chuen balances the subjectivity of markets with solid and rationale investment approach. 01:00:19 - The importance of reflexivity in markets. 01:06:46 - How Discerene has avoided value traps. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Check out Discerene Group. Follow Soo Chuen on LinkedIn. Jason Zweig's article: The Seven Virtues of Great Investors. Bobby Knight's book: The Power of Negative Thinking. David Chambliss's The Mundanity of Excellence. Solomon Asch Conformity Line Experiment Study. Malcolm Salterl's Short-Termism at Its Worst. Gopalan, Milbourn, Song, & Thakor's Duration of Executive Compensation. Related Episode: Listen to TIP492: The Best Investor You've Never Heard Of (Nick Sleep), or watch the video. Related Episode: Listen to RWH044: How to Beat the Market w/ Bryan Lawrence, or watch the video. Related Episode: Listen to TIP592: Outperforming the Market Since 1998 w/ Andrew Brenton, or watch the video. Follow Clay on Twitter.  Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Briggs & Riley American Express The Bitcoin Way Public Onramp USPS SimpleMining Sound Advisory Shopify AT&T BAM Capital HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm