Podcasts about proxy voting

Seth Farbman on Podcast - From Startup to Stock Exchange

Play Episode Listen Later Feb 14, 2025 46:18

IntroductionLIVE from your ESG ESG ESG ESG DEI DEI DEI Climate Change Change Climate Change Global Warming ESG DEI, it's a Business Pants Friday Show here at Valentine's Day Studios, featuring AnalystHole Matt Moscardi. On today's weekly wrap up: Corporate Abolitionists, The Gulf of Stupidity, The S in ISS stands for Shitty, and Denny's Truth Bomb Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.Story of the Week (DR):Goldman Sachs abandons DEI rule, saying it has ‘served its purpose' MMRichard Gnodde, CEO of Goldman Sachs International and a member of the bank's Management Committee, told the BBC that the bank had scrapped its board diversity requirement because of legal developments — and the fact that it had achieved its function.“That policy served as a catalyst to try and drive a change in behavior. What's important here is that you have a diversity of views on that board, and if you look at these companies — they've all embraced diversity. I think it served its purpose.” Billionaire Airbnb Co-Founder Is Said to Take Role in Musk's Government InitiativeJoe Gebbia, the Airbnb co-founder, is a board member at Tesla.Mr. Gebbia arrived at O.P.M.'s downtown Washington D.C. headquarters in a black S.U.V. with a three-man security detail‘Sustainable' Investors Flee References to Climate ChangeThe success of Republican attacks on ESG and Donald Trump's re-election has everyone running for cover.For more than a decade, investment chief of Green Alpha Investments Garvin Jabusch would show a chart of the planet's rising temperatures when pitching investment ideas to clients, saying they could help save the planet and still make money: “I've given up on anyone ever caring about that”Parnassus Investments, the biggest US sustainable-investing firm, has removed references on its website that its funds are “fossil-fuel free.”Engine No. 1, the small activist firm that led the shakeup of ExxonMobil Corp.'s board in 2021, has removed wording on its web page that corporate performance is “greatly enhanced” by investing in workers, communities and the environment. The fund now says it invests in companies that are “powering innovation and driving the reindustrialization of the United States.”Mr. BlowhardJamie Dimon is fed up with remote workLast year's proxy statement:“We continued to deliver strong multi-year financial performance, invest in our future, strengthen our risk and control environment, and reinforce our culture and values, including our long-standing commitment to serve our customers, employees and communities, and conduct business in a responsible way to drive inclusive growth.”Managed revenue of $162.4 billion — a record for the sixth consecutive yearExperienced growth across all of our market-leading lines of businessRecord net income of $49.6 billionExceptional Performance: the Firm's sustained strong relative outperformance compared to its peersJPMorgan CEO Dimon slams RTO pushback: ‘I don't care how many people sign that f*cking petition'Jamie Dimon Reportedly Says He'll Cut Some ‘Stupid' DEI Costs At JPMorgan ChaseJPMorgan CEO Jamie Dimon wants to cancel some DEI spending after the bank spent billions on racial equity: ‘I was never a firm believer in bias training' In his remarks, Dimon reiterated the bank's commitment to improving society and said the company's approach to diverse employees and communities would stay the course. Yet, he reportedly added: “I saw how we were spending money on some of this stupid sh-t, and it really pissed me off,” Dimon said. “I'm just gonna cancel them. I don't like wasted money in bureaucracy.”There are two distinct elements to the determination of Jamie's pay plan: 50% is “the what” and 50% is “the how.” One of the three elements of “the how” is “Teamwork & Leadership,” which specifically includes “Creating an open, respectful, inclusive culture; Employer of choice for top talent from all backgrounds; Delivery on internal DEI initiatives.”One of the company's stated achievements in “Client/Customer/Stakeholder” was:Advancing racial equity: By the end of 2023, we reported nearly $31 billion of progress toward our five-year $30 billion Racial Equity Commitment to help close the racial wealth gap and advance economic inclusion among historically underserved communities in the U.S., including Black, Hispanic and Latino customers and communities. The Firm is committed to continuing work beyond the five-year timeframe identified in our original commitment to complete the 18 individually identified sub-commitments.“[P]ractices and progress on the Firm's DEI priorities as part of the year-end performance review.”$36M last year: $145M for 6 NEOsOne of COO Daniel Pinto's stated achievements: “Delivered key CIB DEI initiatives to drive a more inclusive work environment for employees”Goodliest of the Week (MM/DR):DR: Seattle Voters Say Yes to Corporate Tax Hike to Fund Social Housing a ballot initiative to fund social housing through an "excess compensation" tax on city businesses paying salaries of over $1 million68.32% of voters backed funding for social housing and 57.55% chose to fund it specifically with the proposed taxMM: Mexico's President Sheinbaum said her government would ask Google to make ‘Mexican America' pop up on maps of the U.S. MM DRAssholiest of the Week (MM):‘Greenhushing' Emerges as Anti-ESG Pressures Mount for CompaniesSTAND UP FOR YOURSELVES, YOU BABIESEither it is the right thing to do for shareholders and stakeholders and you should say so, or it's not and you're a fraudISSISS Indefinitely Halts Consideration of Diversity Factors When Making Proxy Voting RecommendationsLet's talk value of “diversity factors” - I'm talking strictly data here, not the justified moral outrage about having all white male boards. Let's just talk about how investors are now paying ISS hundreds of thousands of dollars instead of Free Float in order to get LESS data - here are the “factors” you no longer consider for recommendations:Gender diversity:Women outpace men globally in sector knowledge for boards they're on - women are more likely to have gone to an elite school or have an advanced degree AND have direct knowledge of the industry of the company they're on the board ofWomen have stronger networks - because so few break the glass ceiling of boards, they end up getting recycled, which means they know more board members or have friends in commonWomen and men have exactly the same performance metrics as directors - by performance, I mean during their tenures, they oversee the exact same TSR and earnings performance percentiles versus industry peersMen have the advantage in leadership and economic interest - as in, women are rarely made CEOs unless there's a crisis and mommy has to clean up after the boys, and the boys almost always keep shares for themselves and don't give any to the girlsRacial/ethnic diversity:Black female directors at S&P 500 companies are the most knowledgeable of their industriesBlack female directors at S&P 500 companies also have the strongest networks - they have been recycled more, and thus have more friends in high placesAsian male directors at S&P 500 companies have the highest performance rates on TSR and earningsOverall, black male and female directors are the most “meriting” board positions at the S&P 500 companies Shareholders who don't use their rights DRSEC Looks to Muzzle Shareholder Culture WarriorsSchedule 13G is filed by owners of stock who have more than 5% of shares - so basically, Blackrock, Vanguard, State Street, Fidelity - major investorsBUT, if the owner takes an ACTIVIST position (like Elliott amassing in BP right now), and that position is greater than 5%, they file a 13D, not G - D means they intend to influence or change management in a proxy fight (or through engagement)13D has more reporting requirements because it's an activist stakeWell, because investors have basically ignored their basic rights for so long and deferred to management, this happens: SEC Provides New Guidance on Schedule 13G EligibilityThe new guidance says:Schedule 13G would be unavailable if a shareholder engages with the issuer's management to specifically call for the sale of the issuer or a significant amount of the issuer's assets, the restructuring of the issuer, or the election of director nominees other than the issuer's nominees.For example, Schedule 13G may be unavailable to a shareholder who:recommends that the issuer remove its staggered board, switch to a majority voting standard in uncontested director elections, eliminate its poison pill plan, change its executive compensation practices, or undertake specific actions on a social, environmental, or political policy and, as a means of pressuring the issuer to adopt the recommendation, explicitly or implicitly conditions its support of one or more of the issuer's director nominees at the next director election on the issuer's adoption of its recommendation; ordiscusses with management its voting policy on a particular topic and how the issuer fails to meet the shareholder's expectations on such topic, and, to apply pressure on management, states or implies during any such discussions that it will not support one or more of the issuer's director nominees at the next director election unless management makes changes to align with the shareholder's expectations.ENGAGEMENT DEATH BY BEAURACRACY THE MAJORS! This works out one of three ways: the majors can no longer vote against any director for fear it appears to be “coercive”, and subjects them to 13D scrutiny, OR…They axe entire engagement teams, stop engaging at all, abstain and only offer pass through votingThey buy Free Float data - imagine a world where you stop engagement or conversation about “key issues”, and vote instead against candidates that just failed to perform without telling them why. No engagement, just voting on the data!But in the end, because you never actually used actual data on your director vote, the SEC is making it harder for you now. Congrats!Headliniest of the WeekDR: Denny's Says Consumers Fatigued by News, Economy, Inflation...EverythingMM: Double Deuce Announces Appointment of Paul A. Dumas as Chairman of the Board of DirectorsWe believe that his experience and knowledge of the mining sector, his wealth of contacts, and his expertise in growing a company and creating shareholder value will be incredibly beneficial to Double Deuce Exploration.Knowledge, network, performance - three tags for merit!Who Won the Week?DR: Two winnersJoe Gebbia: for proving beyond the shadow of a doubt that he is NOT an independent board member at Tesla and that his life choices have led him to believe that he needs three security guards to protect him from a world that very likely hates him.Richard Gnodde, a South African investment banker and CEO of Goldman Sachs International, in a mic-dropping moment for equality across the globe for declaring an end for the need of both the Civil Rights and Equal RIghts MovementsMM: Anyone not a cow veterinarian: H5N1 testing in cow veterinarians suggests bird flu is spreading silentlyPredictionsDR: Jamie Dimon starts to remove tampons from women's bathrooms at JPMorgan Chase because he says “I was never a firm believer in women's hygiene products”MM:

Predatory Value Extraction Turns the World - Dr. Bill Lazonick, UMass Economics/AIRnet, #314

Demystifying Science

Play Episode Listen Later Jan 23, 2025 146:51

Professor William Lazonick, emeritus Professor of Economics and founding director of the Academic Industry Research Network, is one of the world's foremost experts on Shareholder Value Ideology and its impact on society. In our first conversation, we uncovered the fundamentals of shareholder value ideology and the harmful effects of stock buybacks on the working class and economic inequality. This discussion goes deeper into how financial institutions capitalized on the deregulation of the financial industry in the 1980s, leading to a wave of corporate greed and wealth concentration. Topics include the rise of hedge funds, the devastation caused by corporate raiders, how private equity contributes to the decline in quality of goods and services (termed "encrapification"), and policy strategies to rebuild an economy that prioritizes American workers over Wall Street profits. DEMYSTICON 2025 ANNUAL MEETING IN PORTUGAL!!! June 12-16: https://demystifysci.com/demysticon-2025 PATREON: get episodes early + join our weekly Patron Chat https://bit.ly/3lcAasB MERCH: Rock some DemystifySci gear : https://demystifysci.myspreadshop.com/ AMAZON: Do your shopping through this link: https://amzn.to/3YyoT98 SUBSTACK: https://substack.com/@UCqV4_7i9h1_V7hY48eZZSLw@demystifysci (00:00) Go! (00:09:45) Carl Icahn's Influence and Tactics (00:15:02) Regulatory Changes and Hedge Fund Empowerment (00:21:18) Institutional Shareholder Services and Proxy Voting (00:27:24) Proxy Advisory Services Market (00:31:19) Hedge Funds and Power Dynamics in Corporations (00:34:03) General Electric Case Study (00:45:28) Hedge Fund Activism and Industry Impact (01:03:20) Impact of Private Equity and Financial Practices (01:09:07) Asset Distribution Disparities (01:15:29) Shareholder Value and Economy Dynamics (01:22:26) Employee Investment and Stock Market (01:30:48) Tesla and Corporate Governance (01:36:56) Apple's Board and Stock Buybacks (01:42:08) Biopharmaceutical Sector Dynamics (02:00:59) US Competitiveness and Stock Buybacks (02:06:09) Soft Landing Approach to Financial Reforms (02:17:26) Economic Literacy and Public Perception (02:22:11) Globalization and Economic Mobility #Economics, #ShareholderValue, #FinancialCrisis, #StockBuybacks, #HedgeFunds, #Finance, #CorporateGovernance, #WallStreet, #FinancialMarkets, #EconomicGrowth, #PrivateEquity, #Innovation, #BusinessStrategy, #philosophypodcast, #sciencepodcast, #longformpodcast Check our short-films channel, @DemystifySci: https://www.youtube.com/c/DemystifyingScience AND our material science investigations of atomics, @MaterialAtomics https://www.youtube.com/@MaterialAtomics Join our mailing list https://bit.ly/3v3kz2S PODCAST INFO: Anastasia completed her PhD studying bioelectricity at Columbia University. When not talking to brilliant people or making movies, she spends her time painting, reading, and guiding backcountry excursions. Shilo also did his PhD at Columbia studying the elastic properties of molecular water. When he's not in the film studio, he's exploring sound in music. They are both freelance professors at various universities. - Blog: http://DemystifySci.com/blog - RSS: https://anchor.fm/s/2be66934/podcast/rss - Donate: https://bit.ly/3wkPqaD - Swag: https://bit.ly/2PXdC2y SOCIAL: - Discord: https://discord.gg/MJzKT8CQub - Facebook: https://www.facebook.com/groups/DemystifySci - Instagram: https://www.instagram.com/DemystifySci/ - Twitter: https://twitter.com/DemystifySci MUSIC: -Shilo Delay: https://g.co/kgs/oty671

The Wizard and Process Behind the Curtain: Unveiling Proxy voting and annual meetings in Public Companies

Play Episode Listen Later Dec 31, 2024 21:22

An inside look with Jon Smith as he explores the important world of shareholder votes, proxies and uncovers how the corporate machine truly operates.

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Proxy Voting for the Kingdom with Brandon Pizzurro

MoneyWise on Oneplace.com

Play Episode Listen Later Oct 9, 2024 24:57

Many folks with 401ks and IRAs probably don't think much about proxy voting…but it can be a powerful tool for the Kingdom.As investors, we have an opportunity to make our Christian values known to the companies in our portfolio. We just need to take advantage of it. Brandon Pizzurro joins us today to tell us how.Brandon Pizzurro is the President and Chief Investment Officer of GuideStone Capital Management, an underwriter of Faith & Finance.What Is Proxy Voting?When you purchase stock in a company, you become an owner, and as an owner, you have a say in how the company operates. This voice is exercised through shareholder meetings, typically held annually. At these meetings, shareholders can vote on corporate policies and other important matters. However, many shareholders are unable to attend these meetings in person. In such cases, they delegate their voting rights to another person or firm, known as a proxy, who votes on their behalf.If you invest in a mutual fund, you technically own shares of that mutual fund, not directly in the underlying companies. The mutual fund company, being the legal owner of those corporate shares, holds the right to vote. With hundreds of stocks in some funds, attending every meeting would be impractical. As a result, mutual funds often use proxy firms to cast votes for them.GuideStone's Faith-Based Approach to Proxy VotingGuideStone Funds has a unique history with proxy voting, guided by Christian principles. Their investment strategies align with Christian values, even though no corporation is perfect. Recognizing this, GuideStone aims to engage with companies they invest in, encouraging them to adopt more God-honoring business practices. Proxy voting allows them to be a voice for faith in the marketplace, striving to use their influence to advance God's Kingdom.Previously, GuideStone delegated proxy voting to sub-advisers. However, they felt the need to make their voice clearer. In 2023, GuideStone brought in-house proxy voting, developed proprietary guidelines, and partnered with a proxy advisory firm. This move enables them to better align shareholder voting with their Christian values and those of their investors.An Example: Standing Against DiscriminationOne issue GuideStone addressed during this proxy season was “debanking,” a practice where banks refuse services based on social or reputational risk. Some banks have denied service to individuals or organizations solely due to their religious or political views. This growing trend reflects a larger issue of ideological discrimination in corporate cultures, where employees may feel unsafe to express their beliefs.This year, many companies included proposals on their ballots addressing viewpoint discrimination. GuideStone proudly voted in favor of these proposals, advocating for freedom of expression and religious liberty.Why Proxy Voting MattersAs Christians, we are called to be the “light of the world” (Matthew 5:14-16). Proxy voting is one way we can let our light shine in the marketplace, using our voice to reflect God's values. More Christians are seeking to align their faith with their finances, and GuideStone is dedicated to helping them do so through faith-based investing strategies. By putting dollars to work in ways that honor God, investors can achieve both their financial goals and make an impact for His Kingdom.For more information on faith-based investing and proxy voting, visit GuideStoneFunds.com/Faith.On Today's Program, Rob Answers Listener Questions:My daughter and her husband want to buy a $900,000 home. They have $300,000 for a down payment. I suggested they keep their paid-off $350,000 condo and get a loan against it for the new home's down payment rather than selling it. What do you think of this approach?I'm almost 59 years old, and my daughters have asked me to stay with one of them for a while to help her get on her feet. I'm going to sell my house, and I don't owe anyone anything. I'm unsure what to do with the money from selling my home. Can you provide any advice?Resources Mentioned:Guidestone FundsBankrate.comLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Proxy Voting for the Kingdom

MoneyWise Live

Play Episode Listen Later Oct 9, 2024 42:52 Transcription Available

As investors, we have an opportunity to make our Christian values known to the companies in our portfolio. We just need to take advantage of it. On today's Faith & Finance Live, host Rob West will welcome Brandon Pizzuro to talk about proxy voting for the Kingdom. Then Rob will answer your calls and financial questions. Faith and Finance Live is a listener supported program. To donate, click here.See omnystudio.com/listener for privacy information.

kingdom rob west proxy voting finance live

Ep 80: The Ins and Outs of Proxy Voting

Basket Case Clubs

Play Episode Listen Later Aug 6, 2024 38:38

What on Earth are proxy votes?! Should we be using them? Do we have to use them? These are all GREAT questions and the Basket Case Bros are here to tackle them with you.In this episode, Michael and Steve will share the ins and outs of proxy voting, helping you understand what they are and how to use them.Join us as we explore practical ways to manage proxy votes, discuss the nuances of proxies and quorum, all while understanding that there's no one right way to handle these processes.Tune in now for another insightful episode filled with Basket Case-y goodness!Watch the full video version of the episode on YouTube: https://youtu.be/DQpfKe1j8Hc--------

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Lindsey Stewart, CFA: Proxy Voting and Investor Engagement Practices

The Sustainability Story

Play Episode Listen Later Jul 8, 2024 31:51

In this episode of the Sustainability Story podcast, Nicole Gehrig, Director of Global Industry Standards at CFA Institute, is joined by Lindsey Stewart, CFA, Director of Stewardship Research and Policy at Morningstar Sustainalytics. Together, they explore key themes in the realm of stewardship. Lindsey shares his insights on how institutional shareholders are approaching proxy voting and engagements that focus on environmental and social issues. Key topics covered include say on climate votes, the influence of proxy advisors, collaborative initiatives, and the significance of voluntary stewardship codes. The discussion highlights how regulatory differences in Europe and the US impact the prioritization of sustainability themes by investors on both sides of the Atlantic.

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Episode 171 - Marks on the Markets: Data, History, and Insight with Matt Monson

Faith Driven Investor

Play Episode Listen Later May 6, 2024 36:24

In this episode of Marks on the Markets, Richard Cunningham and John Coleman interview Matt Monson, a public equities investor from Sovereign Capital. The three of them discuss various topics related to the markets, including the performance of large cap stocks compared to small cap stocks, the rise of artificial intelligence (AI) and its impact on businesses, the current state of interest rates, and the implications of international conflicts on the markets. They also touch on the importance of corporate engagement and proxy voting for faith-driven investors. The conversation concludes with personal reflections on the significance of Passover and the lessons learned from Scripture.

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Make These Investing Moves Now for a Better Tax Day in 2025

Investing Insights

Play Episode Listen Later Apr 19, 2024 20:40

Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics' director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America's ballot.Tesla Appears It's Focusing on ProfitsJPMorgan Chase Keeps Outlook SteadyClimate Change Resolutions During Proxy-Voting SeasonTax-Efficient Investing: 4 Moves to Make NowRead about topics from this episode. Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue4 Climate Votes That Matter in This Year's Proxy-Voting SeasonWhat to watch from Morningstar.3 Cheap Stocks to Watch in the Fight Over Sports StreamingHow to Find a Great Dividend FundThe 4% Retirement Rule is Just a Starting PointNew Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Read what our team is writing:Ivanna HamptonJackie CookSheryl Rowling Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

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Equity ETFs, Proxy Voting, & Model Portfolio Construction

ETF Prime

Play Episode Listen Later Apr 2, 2024 69:22

VettaFi's Todd Rosenbluth walks through the latest advisor polling data from their recently held Equity Symposium, highlighting several equity ETF categories. Troop's Felix Tabary explains how the firm is making it easier to build and apply custom proxy voting policies...

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Constitutional Quandary: Potential Fallout from Proxy Voting Ruling

The Marc Cox Morning Show

Play Episode Listen Later Mar 1, 2024 10:50

Dive into the legal storm as a federal judge in Texas delivers an unprecedented ruling, declaring a section of the $1.7 trillion spending bill unconstitutional. The focus of this groundbreaking decision lies in the controversial practice of proxy voting during the pandemic, challenging the way Congress operated for a significant two-year period. Tune in to 'Wiggins America' with Ryan Wiggins as he dissects the legal intricacies surrounding this ruling. Explore the potential ripple effects and fallout that could reshape legislative dynamics.

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Ep. 253: Jonathan Smalley - Proxy Voting Makeover: Shaking Things Up with Digital Transformation

Count Me In®

Play Episode Listen Later Feb 26, 2024 29:22

Welcome to the Count Me In Podcast, where we bring you conversations with top industry professionals and thought leaders. In this episode, host Adam Larson sits down with Jonathan Smalley, Co-Founder at Proxymity, for a deep dive into shareholder engagement in the corporate world. They discuss the critical importance of strengthening shareholder engagement, the impact on investor relations, and the ongoing digital transformation of proxy voting. If you want to gain insider insights and valuable advice from industry experts, you've come to the right place. Tune in to hear their engaging discussion on the future of shareholder communication and the evolving landscape of corporate governance.Episode Transcript:< Intro > Adam: Welcome to Count Me In. I'm your host, Adam Larson, and in today's episode, we're diving into the world of shareholder engagement with Jonathan Smalley, co-founder at Proximity. We'll uncover why strengthening shareholder engagement is more crucial than ever, and why it's imperative for navigating the upcoming political landscape. From climate change to the rising influence of retail shareholders. We'll explore the global factors impacting shareholder engagement, and the shift towards digitalizing proxy voting. Jonathan shares valuable insights on bridging the gap in shareholder communication, and the potential benefits for organizations. Get ready to gain a deeper understanding of the challenges and opportunities, in shareholder engagement. < Music > Adam: Well, Jonathan, I'm really excited to have you on the podcast today. And we're going to be talking about shareholder engagement, which is something not everybody touches, necessarily, but it's a very important part of your organization. Especially if you have a board or shareholders, if you're a public company. And, so, what makes strengthening shareholder engagement more critical, now than ever, for smoother investor relations. Especially as we're going into 2024 here, as we're recording at the end of 2023. What makes that so important, right now? Jonathan: Firstly, thanks for having me, Adam. Yes, I'd say it's more critical than ever, but I'd say it's been critical for quite a long time. But when we look at what's behind us and what's ahead, there are some really big global factors that are not going away. That are continuing to heat things up, I feel like. I think as we head into 2024, also, it's the biggest political election year, globally, ever. Big elections in the U.S., India, South Korea, Mexico, likely to be one in the United Kingdom. And a lot of the factors, actually, that are going to impact political elections are going to be considerations when people go to the ballot box, are actually also transferable to the boardroom, or to the annual general meeting hall. Things like climate change is not going to surprise people, but that is something that is extremely topical and is a key part of issuer-shareholder engagement. Just this year, both inside the U.S. and outside, more shareholders' climate proposals than last year. And there are groups that cite that as financially material to their investment decisions now. And not just people on the street, but powerful, influential, institutional investor groups have got together and made that determination. And they're not just asking issuers and, obviously, the regulators are also calling for disclosures. It's also their service providers that are asking to do more.They want net zero policies. They want better climate integration into things like voting policies. And another one that's been heating things up for a long time now is Say-on-Pay. 94% now of S&P 1500 companies have a say on pay vote every single year. Ten years ago that would have been about 50%, so it's a big increase. And, I think, this year they, against recommendations from the leading two vote, advisors went down, but less against recommendations. But those resolutions got less support this year than last year. So that makes those contests quite frequent. And, then, I think, kind of linked to the climate change thing. You've got ESG versus increasing anti ESG, pretty polarized, and I think that's also something. As I sort of mentioned before, is going to also play out in political elections as well, not just in company elections. And then I'd say that the big kicker to all of that is that we're just seeing year on year more votes, particularly, more votes from retail shareholders. Institutional shareholder voting has been quite high for a number of years now because of active ownership, because of stewardship codes, because of regulation. Retail, as a rule of thumb, has always been 20, 25% maybe in a contest a little bit higher than that. So there's clearly much more room for that to go into. And we've got some brokers going, "We're getting 30% a year on year increase." Some retail shared voting, and that's coming at a time where we're going through millennials and Gen Z's inheriting anywhere between $68 to $84 billion. And millennials, at the moment, are the most likely generational group to vote. So big issues against the backdrop of a great wealth transfer heading into a year that is going to be, probably, more politically charged than any we've seen across all the democratic countries, in the world, that are going to go to the polls. So I think engaging shareholders and having an efficient way for companies and shareholders to communicate back and forth is going to be more important than ever before, just because there's so much more coming. And I think we'll get on to maybe the technology a little bit later. But if you look at the legacy ecosystem about the way companies and shareholders communicate, we urgently need to upgrade that to deal with this. Because it's a good thing for companies and shareholders to communicate back and forth. We should be allowing it efficiently and digitally. And if we don't, and we're not ready for what's coming, then, there's going to be more negative headlines, I think, for companies to be worried about. As those general meetings debate and have voted on very important decisions for the company. Adam: Yes, it's great how you outline all the different political factors. All the things happening around the world, that are causing more and more shareholders to become more engaged. And before we get to the technology piece, maybe, you could elaborate a little more about the importance of that communication between shareholders, in the organization. How it can impact a company's overall performance and even reputation? Jonathan: Yes, I mean, starting with the reputational piece, it's probably easier to talk about the downside, sometimes, because, then, that's the thing that creates headlines. It creates headlines when results are challenged. When there's uncertainty about the results. And we saw a fairly infamous case a few years ago at the P&G's meeting, votes counted three times and it was a different result every time. And you're like, "How could that be?" And that was very expensive, both for the company, it w...

music mexico co founders united kingdom gen z retail south korea esg digital transformation makeover institutional proximity smalley shaking things up adam welcome proxy voting adam larson adam well

312: Annual General Meeting - February 2024 - Proxy voting

Vista Talking Newspaper

Play Episode Listen Later Feb 2, 2024 4:07

Details on completing a proxy vote for our AGM

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Wildest campaigns of 2023

esg campaigns compensation wildest corporate governance investor relations business news shareholder activism proxy voting

Play Episode Listen Later Aug 21, 2023 14:04

Kieran Poole and the team count down the top five wildest campaigns of the year so far as featured in our Proxy Season Review 2023. Who will take top spot? Who will get silver? Who will miss out on a podium place? Listen now and then enjoy a more comprehensive analysis in the report.

How did universal proxy impact the 2023 season?

director universal amid esg globally activists proxy corporate governance investor relations business news shareholder activism proxy voting

Play Episode Listen Later Aug 2, 2023 37:50

Kieran Poole is joined by Olshan Frome Wolosky's Ryan Nebel and Elizabeth Gonzalez-Sussman, as well as Diligent Market Insight's Rebecca Sherratt to discuss our Proxy Season Review 2023. Ryan and Elizabeth are vice-chairs of the law firm's shareholder activism group.Among the top findings: Activists refocus on financials: The number of capital structure, return cash to shareholder, and operational demands increased by 39.3%, 25.9%, and 17.4% globally, compared to a year prior, with activists keen to maximize investor returns amid depressed markets. ESG suffers a crisis of confidence: Amid increasingly vocal anti-ESG sentiment, support for ESG proposals has been decidedly mixed. Globally, nine (2.4%) E&S shareholder proposals won majority support, compared to 36 (10.1%) in the first half of 2022. Directors are subject to increased scrutiny: In the first half of 2023, shareholder support for global director elections has declined to 95.6%, compared to 96.4% and 96.1% throughout 2021 and 2022, respectively. Look out for our countdown of the wildest campaigns which will appear in your podcast feed soon.

How did ShareAction make history?

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Play Episode Listen Later Jul 24, 2023 36:57

Simon Rawson of ShareAction joins Kieran Poole to discuss why the firm is urging major European banks to end the direct financing of new oil and gas fields by the end of 2023, being the first group to file a Living Wage resolution, and his time serving as a British diplomat. Plus, he tells us why we should all be watching Schitt's Creek.

News in brief

esg compensation corporate governance investor relations business news shareholder activism proxy voting

Play Episode Listen Later Jul 3, 2023 13:26

Kieran Poole is joined by Insightia's Rebecca Sherratt, Antoinette Giblin, and Will Arnot to review some of the most notable proxy fights to have drawn to a close in the past few weeks. Make sure to get your free copy of our latest report, ESG 2023.

Georgia Stewart: On Stewardship, Pass-Through Voting and Shareholder Democracy.

Play Episode Listen Later Jun 19, 2023 48:17

0:00 -- Intro.1:16 -- Start of interview.1:55 -- Georgia's "origin story". 2:42 -- The founding story of her company Tumelo.5:37 -- On their differentiation with the divestment movement. Referenced: ShareAction, AMNT.8:01-- On her role as a member of Aviva's Independent Governance Committee.10:15 -- On the rise of institutional investors and their impact on corporate governance, along with concentration of power. Reference to E89 with Jan Van Eck: "Some Index Fund Companies Have Become Too Large To Be Left Unchecked."16:54 -- On large asset managers passing-through voting power to beneficial owners (ie. BlackRock's Voting Choice). The opt-in model.23:15 -- The contrast of ESG vs anti-ESG trends in the US and the UK. Reference to Vivek Ramaswamy (founder of Strive Asset Management) and Konstantin Kisin (UK-based commentator, anti-woke positions).26:44 -- On the influence of the UK Stewardship Code.30:34 -- On the role of proxy advisors (ie ISS and Glass Lewis) in proxy voting. "I think more diversification in that space is going to be important and inevitable (and technology will help with that)."37:14 -- On the rise of retail investing post-pandemic and the impact of voting technologies. "The future of retail investor voting is all about the experience on the platform." Reference to Robinhood's acquisition of Say ($140m).42:13 -- Issuers and directors will need to think about the new paradigm of investor communications.43:33 -- The books that have greatly influenced her life: Chimamanda Ngozi Adichie books. "They changed and improved the way I think about race."44:21 -- Her mentors, and what she learned from them: Her dad.45:27 -- Quotes she thinks of often or lives her life by: "You only live once, but if you do it right, once is enough." (Mae West).45:46 -- An unusual habit or an absurd thing that she loves: Foraging. 46:45 -- The living person she most admires: Paula Radcliffe.Georgia Stewart is the CEO and co-founder of Tumelo, a UK based fintech company seeking to change the landscape of stewardship and investor voting. __ You can follow Georgia on social media at:Twitter: @IAmGeorgiaSLinkedIn: https://www.linkedin.com/in/georgia-stewart-861697107/Tumelo: www.tumelo.com__ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__You can join as a Patron of the Boardroom Governance Podcast at:Patreon: patreon.com/BoardroomGovernancePod__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

News in brief

europe diligent shake shack corporate governance investor relations business news carl icahn hindenburg research icahn shareholder activism proxy voting

Play Episode Listen Later May 24, 2023 14:31

Kieran Poole is joined by Insightia's Rebecca Sherratt, Antoinette Giblin, and Miles Rogerson to pick the most important stories of the month that you need to know about. On the agenda are Hindenburg Research versus Icahn Enterprises, Shake Shack's vulnerability to activism, and executive pay in Europe. Make sure to also subscribe to Diligent's The Corporate Director Podcast.

367 - Legislative Proxy Voting

The Constitution Study podcast

Play Episode Listen Later May 1, 2023 16:39

During the COVID-19 scamdemic, Nancy Pelosi once again ignored the Constitution and implemented by rule something called “proxy voting”. Now, Texas Attorney General Ken Paxton has filed a lawsuit in federal court challenging a bill because the final version passed in the House of Representatives by proxy vote. Does Mr. Paxton's suit have a constitutional leg to stand on? If a court finds for Texas, what does that mean for other legislation passed on a proxy vote?

covid-19 texas house voting constitution nancy pelosi legislative proxy omnibus ken paxton quorum does mr proxy voting

Three Senators on President Biden's Cheat Sheet and Non-Press Conference

Hugh Hewitt podcast

Play Episode Listen Later Apr 27, 2023 52:38

Senators Cassidy, Cotton, and Cruz joined me this morning and they all spoke to the alarming "press conference" the president held yesterday, where he "answered" planted questions from puppets in the press. Plus, Vivek Ramaswamy on his new book "Capitalist Punishment."See omnystudio.com/listener for privacy information.

donald trump joe biden vice president white house supreme court wall street senators longtime ron desantis republican party press conferences los angeles times gavin newsom good morning personal stories black people cotton elizabeth warren pete buttigieg kevin mccarthy supreme court justice clarence thomas quantum physics debt ceiling financial planners don lemon billion dollars house republicans vivek ramaswamy federal court presidential race chief justice racial equity cheat sheet inspector general democrat party american people fund managers communist china harvard law elected officials tom cotton labor unions book tour news channel asset manager debt limit corporate media dick durbin jack bogle bill cassidy western pacific hugh hewitt big push market forces harlan crow black powder climate change policies york times proxy voting investment return

What is it like taking on Fortune 500 companies?

Administrative Static Podcast

Play Episode Listen Later Apr 24, 2023 13:33

Edgar Hernandez of The Service Employees International Union (SEIU) joins Kieran Poole to discuss taking on the likes of Coca-Cola, Netflix, and Amazon. Edgar is assistant director of its department of strategic initiatives and has been at the firm since 2007.

amazon netflix companies coca cola esg compensation investor relations corporate governance fortune500 business news shareholder activism proxy voting edgar hernandez

Nachhaltige ETFs: Trends | BX Swiss TV

BX Swiss

Play Episode Listen Later Apr 20, 2023 3:48

Welche Trends zeichnen sich bei ESG ETFs ab. Was sind Proxy Votings und wie geht die Invesco Asset Management (Schweiz) AG damit um? Diese Fragen beantwortet Nima Pouyan, Head of Switzerland & Liechtenstein ETF Invesco Asset Management (Schweiz) AG im heutigen Experteninterview mit David Kunz, COO der BX Swiss AG.

head coo switzerland swiss esg etf etfs diese fragen welche trends experteninterview brse proxy voting esg etfs david kunz

Elon Musk Challenges SEC Gag Order; SEC's Mutual Fund Proxy Voting

Play Episode Listen Later Feb 24, 2023 25:00

Elon Musk Challenges SEC Gag Order After a jury cleared Tesla Inc CEO Elon Musk of defrauding shareholders in 2018 tweets boasting that he had secured funding to take Tesla private, Musk is now trying to get rid of his SEC gag order. Mark and Vec discuss Musk's challenge against unconstitutional prior restraints on his ability to talk and tweet about Tesla. SEC's Mutual Fund Proxy Voting The U.S. Securities and Exchange Commission in November adopted a new rule that requires certain investment funds to reveal more about how they vote on shareholder ballots, including on pay packages for top executives. Mark describes SEC's proxy vote regulations for mutual funds.See omnystudio.com/listener for privacy information.

challenges elon musk tesla voting sec securities proxy exchange commission mutual funds gag order vec proxy voting

Brandon Rees, Deputy Director Corporations and Capital Markets of AFL-CIO, on Proxy Voting, Overworked Americans and the Retirement Savings Crisis.

Outside In with Jon Lukomnik

Play Episode Listen Later Feb 7, 2023 30:24

Brandon Rees is the Deputy Director, Corporations and Capital Markets for the American Federation of Labor and Congress of Industrial Organizations (AFL-CIO).The AFL-CIO is a federation of 56 labor unions who represent 12.5 million members. Union sponsored and Taft-Hartley pension and employee benefit plans hold approximately $540 billion in assets.The AFL-CIO Office of Investment promotes the interests of workers' funds in the capital markets by leading corporate governance shareholder initiatives and advocating for legislative and regulatory reform. Brandon Rees is also a member of the Public Company Accounting Oversight Board's standing advisory group. He received his B.A. in Economics and J.D. from U.C. Berkeley.On this episode of Outside In, Brandon talks with Jon about the importance of proxy voting, why Americans are overworked and the retirement savings crisis. They also discuss why 2022 was the year of the anti-ESG backlash and aligning the long-term investment horizons of retirement savers with their investments.

Proxy Voting in Australia - Our Key Findings review

#vxinsight

Play Episode Listen Later Feb 5, 2023 40:49

How are governance and investor changes putting pressures on our proxy voting processes in Australia? And how able are we to react?Following our market-wide survey led by Proxymity, Computershare, AIRA and ACSA, this episode digs into the details of exactly how issuers, custodians and investors are making the case for major transformation in their proxy voting. With expert insights from Dean Little (Proxymity), Scott Hudson (Computershare) and Ian Matheson (AIRA), we explore the common challenges, the motivations for change and the areas that most need our attention as we look to grow our engagement and voting volumes in the near future.

australia voting proxy aira key findings acsa proxy voting computershare

Eggs, vaccines, Mount Rushmore, etc.

Explore and Engage with Anam

Play Episode Play 53 sec Highlight Listen Later Jan 21, 2023 27:14

S.6 E.1 In the first episode of a new season, I discuss important economic and social issues. Topics include inflation and egg prices, dogs being abandoned at America's southern border, a new bill in Connecticut that would allow 12-year-olds to get vaccines without parental consent, a legislation to protect Mount Rushmore, and Speaker Kevin McCarthy's decision to end the system of proxy voting in the House of Representatives.WWW.TAWSIFANAM.NETABOUT: Tawsif Anam is a nationally published writer, award-winning public policy professional, and speaker. He has experience serving in the private, public, and nonprofit sectors in United States and overseas. Anam earned a Bachelor of Arts degree in Political Science and a Master of Public Affairs degree from the University of Wisconsin – Madison. Tawsif Anam's opinions have been published by national, state, and local publications in the United States, such as USA Today, Washington Examiner, The Washington Times, The Western Journal, The Boston Globe, Pittsburgh Post-Gazette, Milwaukee Journal Sentinel, Wisconsin State Journal, The Capital Times, and The Dodgeville Chronicle. His writings have also appeared in major publications in Bangladesh including, but not limited to, The Daily Star and The Financial Express. Visit my website www.tawsifanam.net Visit my blog: https://tawsifanam.net/blog/ Read my published opinions: https://tawsifanam.net/published-articles/ Check out my books: https://tawsifanam.net/books/

Abortion, Proxy Voting, and More...The House is Eyeing Impeachment...and Joe and the DOJ Strike a Deal...

The Conservatude Podcast With Mark Kremer

Play Episode Listen Later Jan 20, 2023 44:19

Welcome to The Conservatude Podcast...where America, Freedom, Patriotism, and Truth still matter!! We ARE the Home of Positive Conservatism! Often compared to the late, great Rush Limbaugh, Mark won't kowtow to the Radical Left or give up the fight! He stands for the Constitution and STILL believes America is worth fighting for!! Enjoy the show!!Episode Guide:Coach Tony Dungy Trashed by Left-Wing Sports Hack...Joe has "No regrets"...BUT...he DOES have Visitor's Log, Now...Speaker McCarthy Ends Proxy Voting...Are Trump and Evangelical Leader Cross Ways??Nikki Haley is "Open" to Running for President...The House Readies an Investigating and Possible Impeachment. And Finally,A DEAL STRUCK!! Joe Biden, his Attorneys, and the DOJ all Shook Hands!I discuss all this and more on today's The Conservatude Podcast with Mark Kremer. Join me on the patriotic journey that IS the Land of the Free and the Home of the Brave!! Social Media:Follow me on my Social Media to keep up-to-date on all my latest rantings!!TikTokFacebookGettrTruth SocialTwitterJoin The Conservatude Family on Locals:We just started our NEW Online Community on Locals. There will not only be some free content, but also, there will be special "Supporter Only" content, such as Live chats, you can DM me, post messages, interact with other member and it's all for $3 a month. Check it out by clicking here and then click the button "Join the Community"! Support the Podcast:For the benefit of my listeners, I don't accept paid advertising. Instead, I count on the support of listeners, just like you! If you'd like to help keep the Podcast ad free, please click below to partner with the show so I can keep proclaiming the Truth! Whether it's $5 or $500, it will be appreciated!!Monthly Support (Any size Monthly support would be VERY helpful)Buy Me A Coffee (One Time Support)PayPal (One Time Support)Cash App (One Time Support)Venmo (One Time Support)Thanks for your Support!!

Is anti-ESG just a bump in the road?

esg bump oman corporate governance investor relations business news shareholder activism proxy voting

Play Episode Listen Later Jan 9, 2023 15:46

Paul Rissman of Rights CoLab joins Kieran Poole to discuss if the anti-ESG movement could significantly hinder investors in going green or whether it is simply a temporary bump in the road. He also tells us all about his previous life as an archaeologist digging up 4,000-year-old towns in Oman. Remember to follow us on Twitter and LinkedIn.

The DOL's Latest Guidance on ESG Investing and Proxy Voting—Key Implications for Plan Fiduciaries

law legal court labor voting guidance implications regulation esg legislation trump administration ropes proxy esg investing dol erisa fiduciaries proxy voting

Play Episode Listen Later Dec 16, 2022 26:45

In the latest installment of our Ropes & Gray podcast series addressing emerging issues for fiduciaries of 401(k) and 403(b) plans to consider, Josh Lichtenstein, head of the ERISA fiduciary practice, Ellen Benson, benefits consulting group principal, and Sharon Remmer, ERISA and benefits counsel, analyze the Department of Labor's (“DOL”) recently amended regulation governing ERISA investment duties and its application to environmental, social, and corporate governance (“ESG”) considerations and proxy voting. The amended regulation generally adheres to the re-proposal the DOL introduced over a year ago, in that it removes the anti-ESG bias of the Trump Administration's prior rule. Instead, the final regulation adopts a more neutral stance which recognizes that ESG factors may be relevant to a risk-and-return analysis to the same extent as any other relevant factor. This shift in policy, as well as the changes that the regulation makes with respect to exercises of shareholder rights, is likely to have important consequences on fiduciary decision-making and behavior. In addition to monitoring these developments on the federal level, Ropes & Gray is proud to have launched an interactive website, Navigating State Regulation of ESG Investments, offering resources for monitoring the rapidly evolving legal and regulatory landscape concerning what role, if any, ESG factors should play in managing public retirement plan assets, and other related developments. To receive future, periodic updates, please be sure to sign up for our dedicated state ESG mailing list on this website.

What were the short selling trends of 2022?

esg compensation corporate governance investor relations business news short selling shareholder activism proxy voting

Play Episode Listen Later Nov 16, 2022 13:53

Kieran Poole and Rebecca Sherratt discuss the November edition of Insightia Monthly. The November issue explores how companies can avoid activist engagement with proxy season around the corner as well as the latest in short selling trends around the globe. Remember to get your free copy of The Proxy Voting Annual Review 2022.

California's Red Save. Trump Prime Time Announcement. New JonBenet Ramsey Probe. Trump Launches Unprovoked Attack On DeSantis. Trump Demands DeSantis Not Run. Pelosi Extend Proxy Voting

Ray Appleton

Play Episode Listen Later Nov 11, 2022 37:38

Despite the red wave that didn't happen, California had a surprisingly strong showing among state and federal Republican candidates, giving hope for future elections. Former President Donald Trump will deliver his "special announcement" on Tuesday at 9 p.m. EST, according to a new advisory. Police have launched a new investigation into the murder of JonBenét Ramsey, enlisting a fresh squad of experts in hopes of cracking the 1996 cold case. Former President Donald Trump (R) launched an attack on Florida Governor Ron DeSantis (R) Thursday evening for the way that the governor handled the coronavirus pandemic. Former President Donald Trump broke cover Thursday evening and insisted that Florida Gov. Ron DeSantis rule himself out of the race for the 2024 GOP presidential nomination, describing his potential rival as an “average REPUBLICAN Governor with great Public Relations.” House Speaker Nancy Pelosi (D-CA) extended the proxy voting capability in the lower chamber once more time following the midterm election, where her Democrat majority appears to be in trouble.See omnystudio.com/listener for privacy information.

What make political spending resolutions so special?

resolutions political spending esg blackrock corporate governance investor relations business news shareholder activism proxy voting

Play Episode Listen Later Sep 26, 2022 8:24

Kieran Poole and Rebecca Sherratt discuss the September edition of Insightia Monthly. The September issue explores the universal proxy card and political spending shareholder proposals. Plus, we speak with BlackRock about its new decision to give retail investors the right to choose how their shares are voted.

IFB237: The Impact of Proxy Voting and Investing in Money Losing Companies

The Investing for Beginners Podcast - Your Path to Financial Freedom

Play Episode Listen Later Sep 8, 2022 33:04

Welcome to the Investing for Beginners podcast. In today's show, we answer some great listener questions: How do we feel about investing in companies with ESG concerns? What are our thoughts of investing in precious metals or metals? How does the Proxy statement work, and voting for our values How do we deal with companies […] The post IFB237: The Impact of Proxy Voting and Investing in Money Losing Companies appeared first on Investing for Beginners 101.

money losing investing companies voting beginners esg proxy proxy voting

082322 @107wchv "Of Libraries, Solar Cells and Political Mad Hatters"

WCHV's Joe Thomas in the Morning Podcast

Play Episode Listen Later Aug 23, 2022 59:32

The "Wokests" swarm the next Jefferson-Madison Regional Library and now beging a all=to=familiar tactic of 'running out the clock' (just like they did to the Western Bypass) as the committee now says they need 'expert consult' on the issue of removing the names of Thomas Jefferson & James Madison. If we lose those two watch out for political ideology written by Charles Dodgson, who also wrote a little under the pen name 'Lewis Carroll' (hint, the Queen of Hearts runs a better society that 'Liquid Democracy') Joe and the listeners chew on it all.See omnystudio.com/listener for privacy information.

political hearts constitution charlottesville libraries thomas jefferson alice in wonderland james madison mad hatter joe thomas hatters solar cells lewis carrol proxy voting liquid democracy charles dodgson wchv jefferson madison regional library

August 15, 2022

Health on the Hill

Play Episode Listen Later Aug 15, 2022 10:30

Reconciliation Package Sent to President for His Signature, Lawmakers Ask WH to Prioritize MCED Tests, Warren Asks Health Care Providers About Impact of Abortion Bans, Proxy Voting in House Extended Through September, Washington Republican Herrera Beutler Loses Primary Race, President Signs PACT Act Into Law, CDC Updates COVID-19 Guidance, HHS Launches Environmental Justice Index.

president guidance proxy voting

Keir Gumbs: "Governance Directly and Unequivocally Impacts Value."

Play Episode Listen Later Jul 5, 2022 65:17

0:00 Intro.1:34 Start of interview.2:12 Keir's "origin story". He grew up in the Bay Area and went to high school in Oakland where he ran track and got a scholarship to go to Ohio State. After realizing he wasn't going to be an Olympian, he decided to study law at U Penn. When he graduated in 1999, he joined the SEC where, among other matters, he was part of the shareholder proposals taskforce which led him on the path of corporate governance. After 6 years at the SEC, he joined Covington & Burling where he practiced for about 13 years. In his last year at Covington he worked on the Uber investigation, after which he was hired to join the company as Associate General Counsel for Corporate (where he led the IPO, the company's corporate governance and ESG programs). He later got promoted to Deputy GC. He joined Broadridge Financial Solutions as Chief Legal Officer in 2021.5:55 Keir's role on the governance assessment for the Holder Report in 2017 [where his firm recommended that Uber focus on four prevailing themes with regard to taking the following remedial measures: tone at the top, trust, transformation, and accountability]. His headline: "Governance directly and unequivocally impacts value." "For me, Uber is the quintessential example for that." "At that time, Uber was king of the world: the largest and most valuable Unicorn, rapidly expanding around the world, they had radically changed how people got around." "Uber's scandal started with Susan Fowler's blog post (which indicated a culture in need of change) and the #DeleteUber campaign post travel ban fiasco in NYC." "These events set the company into a spiral, where they had to address these governance and cultural issues in order to thrive and survive."13:40 On Silicon Valley's "growth at all costs" and "founder empowerment" culture, and the unique distinctions between private vs public corporate governance practices: "The real question in my mind is has Silicon Valley learned its lesson? Have the VCs learned?" "Here is the truth of it: for every Theranos, Uber or WeWork, there is a Facebook, and let's be very candid here, FB is still very successful - if you were an original investor in FB you have done very well for yourself - despite the company not embracing the best corporate governance practices [and yet FB is still thriving]." "[Despite some of the governance scandals in tech companies] there is certainly more awareness now about how corporate governance can impact value."19:07 On the evolution of corporate governance and the growing influence of institutional investors. Its impact on private venture-backed companies: "There must be a governance transition based on the growing number of investors participating in the company's evolution (particularly if/when the company goes public)."25:15 On the history and focus of Broadridge Financial Solutions.27:50 On the role of technology, Blockchain, Meme Stocks and Proxy Voting. The Delaware Vice-Chancellor Travis Laster Speech at CII: "The Block Chain Plunder: Using Technology to Clean Up Proxy Plumbing and Take Back the Vote." (2016) The SEC's Proposal to Reduce Risks in Clearance and Settlement. "I'm not sure blockchain will be the technological solution that everyone is embracing."33:36 On proxy contests ("the level of proxy contests seems lower than what we would have expected."), and the new SEC rules on universal proxy cards. This rule will start applying this August ("will it meaningful increase the number of proxy contests? It's an open question at this point.")40:30 Keir's thoughts on boardroom diversity, including SB-826 and AB-979 getting struck down in California Courts: "I personally would not read too much into those [court decisions in California] for two reasons: 1) Spinning in the wind and 2) "the horse has left the barn" on the topic of boardroom diversity." "Investors, employees, customers and the general public all care about the composition of a board from a diversity perspective." 45:05 His thoughts on the SEC's current agenda. "There is no doubt that there is a very pro-enforcement agenda in place right now." "There is a new Sheriff in town." The EY Enforcement Action (where EY had to pay a $100M penalty for employees cheating on CPA ethics exams and misleading investigation). Dissent from Commissioner Hester Pierce.51:13 On the politicization of boards and how companies and boards have to deal with hot (and controversial) social topics. Assembling a group of employees to handle how, when and what should the company address about these issues. "It's an incredibly hard challenge for GCs and other senior executives." "Employees, customers and investors expect you to address these issues." "How you communicate is super important." His view on the "Mission-focused company" approach taken by Coinbase: "For me, that probably means that I will never be a Coinbase customer because I care deeply about the company to whom I give my money." "I think of Procter & Gamble as the gold standard on how to communicate effectively around these thorny questions." 58:04 A book that has greatly influenced his life: The Autobiography of Malcom X, by Malcom X and Alex Haley (1965)59:00- Who were your mentors, and what did you learn from them? Marty Dunn, former Deputy Director and Chief Counsel of the SEC and former partner at OMM and MoFo.David Martin, partner at Covington & Burling. He was his "Dutch uncle" ("someone who is going to be very hard on you privately, but in public will sing your praises.")1:00:35 - Are there any quotes you think of often or live your life by? From Trillion Dollar Coach (biography of Bill Campbell) by Alan Eagle, Eric Schmidt and Jonathan Rosenberg (2019): “Leadership is not about you, it's about service to something bigger: the company, the team. Bill believed that good leaders grow over time, that leadership accrues to them from their teams. He thought people who were curious and wanted to learn new things were best suited for this. There was no room in this formula for smart alecks and their hubris.”1:02:17 - An unusual habit or an absurd thing that he loves: "Zombie Apocalypse everything!"1:03:04 - The living person he most admires: A lot of people but it's a tie: AOC (on the way she uses social media) and Bill Gates (on his transition from business to making a better world).Keir Gumbs is the Chief Legal Officer of Broadridge Financial Solutions, Inc., where he oversees the legal, compliance and physical security teams. Prior to joining Broadridge, Keir served as Deputy General Counsel and Deputy Corporate Secretary of Uber. Before Uber, Keir was a Partner for nearly a decade at Covington & Burling. Keir's career includes six years of service with the SEC, where, immediately prior to joining Covington & Burling in 2005, he served as Counsel to SEC Commissioner Roel C. Campos. __ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: 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

california new york city leadership mission partner diversity vote fb uber employees silicon valley corporate investors dutch ab blockchain impacts sec oakland bay area olympians bill gates unicorns cpa ohio state esg ipo sheriffs proposal governance alexandria ocasio cortez venture capital deputy director counsel 100m settlement spinning sb malcolm x coinbase ey wework vcs covington zombie apocalypse take back dissent theranos upenn assembling clearance procter gamble corporate governance eric schmidt keir chief legal officer david martin mofo meme stocks chief counsel gcs bill campbell deputy general counsel alex haley associate general counsel united states license omm cii uber technologies susan fowler gumbs jonathan rosenberg broadridge unequivocally dexter britain proxy voting alan eagle covington burling procter & gamble deleteuber holder report

WOKE WEDNESDAY: The NFL is bullshit, proxy voting roundup, and update on the anti-woke movement

movement voting woke bullshit proxy anti woke proxy voting woke movement

Play Episode Listen Later Jun 8, 2022 29:19

WOKE WEDNESDAY: The NFL is bullshit, proxy voting roundup, and update on the anti-woke movement

Marian Macindoe, New Head of ESG Stewardship at Parnassus Investments.

voting commodities etfs proxy proxy voting etf trends

Play Episode Listen Later May 31, 2022 50:39

0:00 Intro.1:39 Start of interview3:41 Marian's "origin story". She grew up in Allentown PA, and when she was 12, she moved to Naples TX. She later attended Reed college in Portland OR. She got interested in urban planning and studied an MSc at LSE. She realized that change would come from corporations (private sector) and took her first job as an analyst at Glass Lewis & Co in 2005 (only the second proxy season for Glass Lewis & Co itself). She later became the first director of ESG research at that firm. 9:27 In 2011, she joined Chevron as a corporate governance analyst and ESG advisor. "They had a world-class corporate governance program led by Lydia Beebe." She helped launch Chevron's first ESG Engagement Program.11:33 Her transition as Director of Investment Stewardship at Charles Schwab in 2018, where she also helped develop its ESG engagement program.12:39 On her move to Uber in 2020 - after meeting Keir Gums (now CLO at Broadridge) and Tony West (CLO at Uber). She was Uber's Head of ESG Strategy & Engagement.15:12 On joining Parnassus Investments this year, and her new role and focus as Head of ESG Stewardship at the firm.18:28 Her framework on how to think about ESG: "The 'G' underpins all of your success in the E and S. Who's making decisions, and what are the incentives to help drive behaviors to reach the strategic goals and to build (and sustain) value. That's all G." "If you get G right, all else should fall into place." "We want engaged directors: a high quality, competent and diverse board." "That's table stakes for me at this point."21:31 On the Engine No.1-Exxon Mobil case and the advent of ESG activism. "My advice to boards on how to think about ESG activism is to read the room." "90% of the SP500 is intangibles, so how you steward ESG issues matters (human capital driving these outcomes matters)." 26:39 On the evolution of proxy voting, especially with the rise of index investing and proxy advisors.29:06 Rating ESG of Silicon Valley tech companies. "I'm going to give them an E." "You have to do a materiality assessment (that's ground zero for a good ESG program)." "Don't grow so fast that you don't see the damage you're doing to yourself." "Growth at all cost is a bad strategy for sustained growth."34:49 On the criticisms and politicization of ESG: "It's sad that ESG is being politicized." On Tesla getting booted out of the S&P500 ESG index: "the methodology is public."38:40 On the 2019 BRT restatement of the purpose of the corporation. "I reference it all the time." "I think it's really important to listen to companies when they tell you what to pay attention to." "They are telling me that it matters." "You need to take care of your stakeholders to take care of your shareholders."42:01 On the new SEC climate disclosure rules. "I'm really excited about it. I think it's great." "We'll see where it comes out."44:35 The 3 books that have greatly influenced her life:Watership Down, by Richard Adams (1972)Rise of the Working-Class Shareholder, by David Webber (2018)Green Swans, by John Elkington (2020)45:51 - Who were your mentors, and what did you learn from them? Most recent ones:Keir Gums at Uber (now CLO at Broadridge)Chris Paterson at Uber47:00 - Are there any quotes you think of often or live your life by? "Why not you?" "Don't let the perfect be the enemy of the good, especially when it comes to starting a company's ESG journey. Just try, just get started."48:03 - An unusual habit or an absurd thing that she loves: Aquatic snails!51:10 - The living person she most admires: the people in her stewardship team right now.Marian Macindoe is the new Head of ESG Stewardship at Parnassus, an investment firm based in SF with over $45 billion in assets under management. She leads the firm's stewardship team, which is responsible for proxy voting, impact engagements, shareholder resolutions and direct communication with their investors on ESG matters. __ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: 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

Commodities, Proxy Voting, & the BAD ETF

ETF Prime

Play Episode Listen Later May 10, 2022 61:03

ETF Trends' Tom Hendrickson offers new insight into advisor usage of commodity ETFs. Engine No. 1's Yasmin Dahya Bilger explains how leveraging voting power and actively engaging with companies can drive positive change. The BAD Investment Company's Tommy Mancuso spotlights the B.A.D ETF (BAD).

Proxy Voting is America's Biggest Scandal

John Howell

Play Episode Listen Later Feb 16, 2022 8:50

Proxy voting is becoming a problem. Several politicians have been criticized for over using the option. Nancy Pelosi extended the option through March. EFB Advocacy Partner John Feehery joins John Howell to share his thoughts.

america scandals voting nancy pelosi proxy proxy voting john howell

News Wrap: Supreme Court rejects GOP challenge to proxy voting in the House

PBS NewsHour - Segments

Play Episode Listen Later Jan 24, 2022 5:18

In our news wrap Monday, the United States Supreme Court rejected a Republican lawsuit against proxy voting in the House of Representatives, but agreed to hear challenges to affirmative action in college admissions for the first time since 2016. Federal prosecutors in Minneapolis charged that three former police officers violated George Floyd's civil rights in failing to stop his murder. PBS NewsHour is supported by - https://www.pbs.org/newshour/about/funders

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FRIDAY SHOW: 2022 Predictions Edition!!! Get ready for a year of metaverse diapers, alcoholic Fresca, space legislation, and meme proxy voting (at least, according to us)

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Play Episode Listen Later Jan 7, 2022 79:00

FRIDAY SHOW: 2022 Predictions Edition!!! Get ready for a year of metaverse diapers, alcoholic Fresca, space legislation, and meme proxy voting (at least, according to us)

Jackie Cook: On the "Investor Stewardship Movement"

Play Episode Listen Later Dec 13, 2021 53:17

Intro.(1:19) - Start of interview.(2:03) - Jackie's "origin story". She grew up in South Africa where she studied psychology and later got her bachelor's degree in economics and management from Oxford, where she studied as a Rhodes Scholar. Her focus on corporate governance research started in 1998 after taking a research fellowship position at the Center for Business Research at Cambridge University under Professor Simon Deakin, that included a series of reviews of the UK company law.(5:10) - How she continued her corporate governance research from Cambridge to Seattle, where she joined the Corporate Library in 2001.(6:29) - On why she started Fund Votes in 2007, that focused on a new disclosure that had been required by the SEC in 2003 for the first time, on mutual-fund and exchange-traded fund proxy voting data. Her personal interest veered towards the environmental and social issues, where she did some early work with AFLCME and AFL-CIO (labor groups focused on compensation and pay disparity), Ceres (focused on sustainability) and other advocacy groups like IEHN, CPA, and others. She focused on shareholder resolution campaigns using the mutual fund and ETF voting data to evaluate how asset managers were thinking about these longer term ESG matters.(8:35) - On Fund Votes acquisition by Morningstar in 2018. "For a long time Fund Votes was more of a lifestyle company for me, but around 2012 when say-on-pay got mandated by Dodd Frank, the data became more relevant and I invested more time and resources to build the company."(10:13) -Her current focus at Morningstar as Director, Stewardship, Product Strategy & Development, producing some thought leadership with proxy voting data. She worked a lot with Jon Hale, head of sustainability research for the Americas at Morningstar, to integrate the systems and IP that Fund Votes brought into the platform.(12:33) - Her latest article on how Say-on-Pay has failed to rein in CEO compensation, and how it could be used to bind climate targets to executive pay. Say-on-pay is an "untapped source of strategic influence for investors". Two positives from say-on-pay: it created more engagement between companies and investors (shining a light on pay practices), and created "new real estate" in the proxy ballot "and that's valuable."(22:17) - On the rising prominence of ESG in corporate governance. "The big shift has been to realize that the 'E' and the 'S' factors present systemic risks. On climate change, it was the ‘unburnable carbon' report published by Carbon Tracker (2007) that first put the issue in the mainstream for investors. The Paris Climate Agreement (2015) solidified these systemic risk matters."(26:05) - On the increasing influence and concentration of voting power in a few large asset managers.(29:56) - On the Exxon Mobil Proxy Contest with Engine No.1. and other strategic voting campaigns. "On the Exxon vote, the key was the support of the pension funds. Asset owners move the dial ('they are the real opinion leaders on corporate governance proxy voting'). The asset managers take their cue from asset owners."(31:49) - On the role of insiders and dual-class shares in proxy voting, and "hidden control preventing resolutions from passing". From her article: the 2021 Proxy Voting in 7 Charts. Examples include Larry Ellison (Oracle), Mark Zuckerberg (Meta), Warren Buffett (Berkshire Hathaway), Walmart, Alphabet, Tyson Foods, etc.(36:46) - On the rise of the Investor Stewardship Movement. "How stewardship codes, ordinary investors, investor advocacy organizations and collaborative investor initiatives have become a much more powerful force in the market."(40:43) - On the role of directors, ESG board committees, board composition and diversity.(44:12) - What are the issues to look out for the next Proxy Season in 2022:There will be a lot of pre-season engagements and perhaps a record proportion of withdrawals. Directors will be busy!Corporate Lobbying will be under the spotlight.Climate Target setting (de-carbonation pathways).Racial equity audits and diversity generally.Pay.(46:46) - Her favorite books:To Kill A Mockingbird by Harper Lee (1960)The Beauty Myth by Naomi Wolf (1990)Finding Meaning in the Second Half of Life by James Hollis (2005)(47:39) - Her (informal) mentors:Rommel Roberts, peace activist from South Africa.Manton Hirst, professor at Rhodes University.(48:47) - Quotes that she thinks of often, or lives her life by:"Wat jou nie doodmaak nie, maak jou sterker" (what doesn't kill you makes you stronger, in Afrikaans)"Perfect is the enemy of the good" (perfection is a self-indulgence)(49:52) - An unusual habit that she loves: reading Afrikaans police thrillers (particularly by Deon Meyer).(51:25) - The living person she most admires: Kumi Naidoo (a South African human rights and environmental activist).Jackie Cook is Director, Stewardship, Product Strategy & Development in Sustainalytics' Stewardship services team at Morningstar. Follow Jackie on Twitter: @FundVotesIf you like this show, please consider subscribing, leaving a review or sharing this podcast on social media. __ You can follow Evan on social media at:Twitter @evanepsteinLinkedIn https://www.linkedin.com/in/epsteinevan/ Substack 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

Why was this proxy season record-breaking?

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Play Episode Listen Later Oct 25, 2021 20:14

Kieran Poole is joined by Sidley Austin's Kai Liekefett and Derek Zaba, partners and co-chairs of its shareholder activism practice, as well as Insightia's Rebecca Sherratt to discuss the Proxy Voting Annual Review 2021. Your free report is in association with Sidley Austin and Okapi Partners. View all of the products offered by Insightia by visiting our website.

Why is defense the best offense?

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Play Episode Listen Later Oct 18, 2021 14:06

Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the October issue of Activist Insight Monthly and our upcoming Proxy Voting Annual Review. Activist Insight Monthly explores how high-profile proxy vote losses by Starboard Value, Legion, and Ancora are the latest sign that activists need to step up their game as management teams improve their defensive skills. We also look at how Outerbridge's investment strategy harkens back to a more traditional long-term activist value play, why Australia is only now embracing the ESG investment trend, and the reasons for Axalta Coating's vulnerability to activism. Right now, you can download our debut Proxy Voting Season Snapshot 2021 which incorporates recent voting disclosures into an overview of 2021 proxy season trends. It is free for everybody. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.

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Chip Roy sues Pelosi to stop unconstitutional proxy voting scheme

DonnyFerguson.com

Play Episode Listen Later Sep 11, 2021 1:32

This episode is also available as a blog post: http://donnyferguson.com/2021/09/10/chip-roy-sues-pelosi-to-stop-unconstitutional-proxy-voting-scheme/ --- Send in a voice message: https://anchor.fm/donny-ferguson/message

Chip Roy rips Dems infrastructure waste scheme and unconstitutional proxy voting

DonnyFerguson.com

Play Episode Listen Later Jul 8, 2021 1:48

This episode is also available as a blog post: http://donnyferguson.com/2021/07/07/chip-roy-rips-dems-infrastructure-waste-scheme-and-unconstitutional-proxy-voting/ --- Send in a voice message: https://anchor.fm/donny-ferguson/message

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Proxy Voting In Congress - With Congressman Bruce Westerman

WallBuilders Live! with David Barton & Rick Green

Play Episode Listen Later Jun 16, 2021 27:00

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The Alternative Democracy Special! Proxy voting weirdness! Plus, Matt Makes incredulity that the Exxon vote was actually a "sea change"

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Play Episode Listen Later Jun 2, 2021 57:21

The Alternative Democracy Special! Proxy voting weirdness! Plus, Matt Makes incredulity that the Exxon vote was actually a "sea change". The consensus investor dissent pick was an ex-oil executive who spearheaded funding AGAINST climate regulation for over a decade… that's called status quo.

Congressman Ron Kind Has Been Abusing Proxy Voting

The Dan O'Donnell Show

Play Episode Listen Later May 18, 2021 77:31

The Complete Show 5-18-2021

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ICI and ESG (with Eric Pan)

Policy in Pieces

Play Episode Listen Later Apr 21, 2021

Eric Pan, CEO of the Investment Company Institute, discusses how the trade association develops views on behalf of its members and the 100 million investors that they serve, including on one of the most pressing issues of the new administration — Environmental, Social, and Governance disclosures by regulated entities. Also hear his views on proxy voting, money market funds, FSOC, LEI, and recent market volatility.

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The Evolving Regulatory Landscape for ERISA Plan Fiduciaries—The Biden Administration & ESG and Proxy Voting Rules

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Play Episode Listen Later Feb 9, 2021 23:05

The Evolving Regulatory Landscape for ERISA Plan Fiduciaries—The Biden Administration & ESG and Proxy Voting Rules

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Play Episode Listen Later Feb 9, 2021 23:05

Peel Matters - Sept 30, 2020 - Ranked Choice Ballets, Proxy Voting & Region of Peel's Chief Administrative Officer Secret Hiring

Peel Matters

Play Episode Listen Later Oct 1, 2020 49:47

Host Joe Horneck has panelists Alan Kan and Sushil Taylor on to discuss ranked choice ballets, proxy voting, online meets vs. in council chambers & the Region of Peel Chief Administrative Officer secret and controversial hiring.

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Congressman Mo Brooks discusses proxy voting and more stimulus money

The Scott Sands Show

Play Episode Listen Later May 28, 2020 12:30

Congressman Mo Brooks discusses proxy voting and more stimulus money

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Michigan Day of Repentance and Prayer

West Michigan Live with Justin Barclay

Play Episode Listen Later May 28, 2020 40:22

Justin talks with Pastor Rick Warzywak, Director Transformation Michigan about the Michigan Day of Repentance and Prayer event taking place in Michigan today.Bill Huizenga also joins in to discuss Proxy Voting.

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COVID-19, masks, and pediatric inflammatory syndrome | Proxy voting in Congress and unfaithful electoral college electors case

Mornings with Carmen

Play Episode Listen Later May 18, 2020 41:44

Epidemiologist Zach Jenkins provides the latest Coronavirus news including a rare, but dangerous, syndrome affecting some children who contract COVID-19, plus the importance of wearing masks to prevent the spread. Political scientist Adam Carrington looks at recent news out of Congress and the Supreme Court in Washington.

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ERISA Plan Fiduciaries' Proxy Voting: Regulatory Updates

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Play Episode Listen Later Dec 16, 2019 8:20

ERISA Plan Fiduciaries' Proxy Voting: Regulatory Updates

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Play Episode Listen Later Dec 16, 2019 8:20

e85: Voice Trademarks, IBC, Blocksburg Summit, Developer Onboarding, Proxy Voting and more!

Everything EOS

Play Episode Listen Later Aug 10, 2019 55:52

In this episode, Zack Gall is joined by fellow proxy custodians Mark Woods (12Logics) and Peter Keay (LiquidApps) to discuss the latest news and updates happening around EOSIO. The Everything EOS voter proxy is now live! Please support us by proxying your votes to: 'eeproxy.info' Links and Topics for this Episode: Blocksburg Summit in November https://www.roanoke.com/news/education/welcome-to-blocksburg-virginia-tech-proposes-initiative-to-grow-blockchain/article_230e2d6a-e115-535d-a04d-f6a104c14078.html EOSIO Developer Courses Update https://www.everythingeos.io/dev LiquidApps and LiquidLink https://medium.com/the-liquidapps-blog/liquidapps-liquidoracles-and-chainlink-together-on-ethereum-eos-blockchains-14ea7ff81364 https://medium.com/the-liquidapps-blog/tal-muskal-vram-cognitive-breakthroughs-in-blockchain-4c8275c3828 https://www.liquidapps.io/ibc Everything EOS Proxy Votes Token Pocket, EOS Amsterdam, and EOS Nairobi https://bloks.io/transaction/2c705800bc4b63d306a9bdce76a00d5ba674200862f319cc4f1858c107372823 Voice.com Trademarks Filed https://trademarks.justia.com/owners/block-one-3583176/ B1 Strategic Vision 4/4 https://eos.io/news/eosio-strategic-vision-enterprise-blockchain-part-4-of-4/ *** Series Sponsor: Cypherglass - https://www.cypherglass.com https://www.eosnameservice.io For more information on sponsorship opportunities or content partnerships, please contact zack@everythingeos.io https://www.EverythingEOS.io https://youtube.com/c/Everything_EOS http://t.me/Everything_EOS https://anchor.fm/everythingeos https://itunes.apple.com/us/podcast/everything-eos/id1434560651?mt=2

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Disrupting Financial Infrastructure with Alex Lebow

The Voice of Corporate Governance

Play Episode Listen Later Jan 22, 2019 10:54

Many believe that the infrastructure shaping the relationship between investors and public companies, whether on clearing and settlement, proxy voting or engagement, is ripe for improvement. CII's Glenn Davis interviews Alex Lebow, founder of Say.com, on changes that could be on the horizon.

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The Adviser Awards 2018