JANUARY 17, 2018 - Forecasting the Major Corporate Governance Issues in 2018
Los Angeles, CA
Please join us as we forecast the major corporate governance issues that will be on the minds of institutional investors in 2018.
Hear from our expert panel featuring Anne Chapman, Managing Director of Joele Frank, Michelle Edkins, Managing Director and Global Head of Investment Stewardship at BlackRock, Ann Yerger, independent director of Hershey Entertainment and Resorts Company and Chris Cox, President of Morgan Lewis Consulting LLC.
The panel will delve into the evolving hot topics for institutional investors in the 2018 proxy season, including trends in shareholder activism and tips on effective engagement and communication strategies. The discussion will focus on how directors, CEOs, CFOs, and other executives, who work closely with boards, will be affected by the major corporate governance issues for the coming year including:
* Board appointment process and the diversity debate—gender, ethnicity, age, thought, and experience
* How to determine if you have a relevant board
* How often, and how boards should best engage with investors
* Board accountability and what it means in practice
* Director tenure, pros and cons
Location and Time
The California Club
538 S.Flower Street, Main Lounge
Los Angeles, CA 0071
11:00 a.m.: Registration, Networking
11:30 a.m.: Lunch Served
1:15 p.m.: Program Ends
Anne ChapmanAnne Chapman is the Managing Director with the strategic communications firm of Joele Frank. Previously, she was the vice president of Capital Research and Management Company, a wholly-owned subsidiary of Capital Group. She joined Capital in 1989, and recently managed the firm’s proxy voting efforts, overseeing the Governance and Proxy team which numbers 20 associates globally. She worked extensively with investment analysts and portfolio counselors on broad-based and company-specific corporate governance, compensation, and social and environmental issues. Anne also participated in the formation of Capital’s proxy voting policies, as well as the firm’s engagement efforts with portfolio companies. Anne received a BS in business from the University of Redlands. She is a member of The Society for Corporate Governance and the Council of Institutional Investors. She participates in numerous industry working groups including the Broadridge Independent Steering Committee and the National Association of Corporate Directors’ institutional investor advisory group and is a frequent speaker on corporate governance topics. She serves on the American Red Cross Los Angeles Region board and is Vice Chair of the Executive Advisory Board for the University of Redlands School of Business. Anne is based in Los Angeles.
Michelle EdkinsMichelle Edkins is a Managing Director at BlackRock and Global Head of its Investment Stewardship team of over 30 specialists covering the Americas; Europe, the Middle East and Africa; and Asia-Pacific. In that role, she is responsible for the team’s engagement and proxy voting activities in relation to the companies in which BlackRock invests on behalf of clients. She also serves on the firm’s Global Operating, Human Capital and Government Relations Steering Committees. She is an alumna of BlackRock’s Women’s Leadership Forum and its Enterprise Leadership Program. Michelle is an active participant in the public corporate governance debate and regularly speaks and writes on the importance of good stewardship for company performance. She was named in the NACD (the US National Association of Corporate Directors) Directorship 100 Governance Professionals list for the past six years. She is also a Fellow of the Aspen Institute’s First Movers program and a former Chair of the Board of Governors of the International Corporate Governance Network. She currently serves on a number of industry initiatives to enhance governance and sustainable business practices including the Advisory Council of the International Integrated Reporting Council, the US chapter of the 30% Club, a market initiative to increase the number of women on boards and in senior management, the International Institute for Sustainable Development, the Sustainability Accounting Standards Board (SASB) Investor Advisory Group and the CECP’s Strategic Investor Initiative. Prior to joining BlackRock in 2009, Michelle was Managing Director at Governance for Owners, an independent partnership offering products that support responsible long-term share ownership. She started her corporate governance career in the UK in 1997 at Hermes Pensions Management, where she spent eight years, initially as the head of the corporate governance team and thereafter as Director of Institutional Relations. An economist by training, Michelle has also worked for New Zealand’s Reserve Bank and the British High Commission in Wellington. She lives in New York with her husband and two children.
Ann YergerAnn Yerger is an independent director of Hershey Entertainment and Resorts Company, serving on the nominating/governance committee and chairing the compensation committee. Her deep background in corporate governance includes service as executive director of EY’s Center for Board Matters and 20 years at the Council of Institutional Investors, including a 10-year leadership role as CII’s executive director. Prior to joining CII, Ann was deputy director of the Investor Responsibility Research Center’s corporate governance service, and her previous experience includes corporate banking at Wachovia. She has been included multiple times on the National Association of Corporate Directors’ list of the 100 most influential corporate governance professionals. In 2016 the International Corporate Governance Network awarded her the ICGN Award for Excellence in Corporate Governance. Ann was a member of the Investor Advisory Group of the Public Company Accounting Oversight Board and the Investor Advisory Committee of the US Securities and Exchange Commission. She also served on the Nasdaq Listing and Hearing Review Council, the CFA Institute Advisory Council, the Advisory Board of the Weinberg Center for Corporate Governance, and the US Treasury Department’s Advisory Committee on the Auditing Profession. She is a CFA charterholder and a graduate of Duke University with an MBA from Tulane University.