The Realities of Stewardship for Institutional Owners, Activist Investors and Proxy Advisors
- 03 December 2013
- •
- Securities and Exchange Commission, Washington DC
The theme of the tenth conference in the series which took place in Washington D.C. at the U.S. Securities and Exchange Commission on Tuesday, 3rd December 2013 was The Realities of Stewardship for Institutional Owners, Activist Investors and Proxy Advisors.
With Lithuania holding the Presidency of the Council of the European Union, the organisers are most grateful for the support of the Lithuanian Embassy in Washington and for sponsorship of the 2013 conference by PricewaterhouseCoopers (PwC)
Information
Address:
Securities and Exchange Commission, Washington DC
Contact:
Tuesday, 3 December 2013
08:30
- 09:00
Registration and coffee
09:00
- 09:15
Conference Chair
Conference Chair
Speakers:
09:00
- 09:15
Welcome
Welcome
Speakers:
09:00
- 09:15
Remarks from the EU Presidency
Remarks from the EU Presidency
Speakers:
Simonas Šatūnas
09:15
- 09:35
Session 1 - Opening remarks
Session 1 - Opening remarks
Speakers:
Mary Jo White
09:35
- 11:25
Session 2 - Activist Shareholders and Shareholder Value: Long Term v. Short Term
Session 2 - Activist Shareholders and Shareholder Value: Long Term v. Short Term
Moderator:
09:35
- 11:25
Briefings
Briefings
Speakers:
Wei Jiang
09:35
- 11:25
Panel
Panel
Speakers:
Justice Jack B. Jacobs
11:25
- 11:40
Coffee and tea
11:40
- 12:15
Session 3 - The European perspective
Session 3 - The European perspective
Speakers:
Ugo Bassi
11:40
- 12:15
Introduction and Q&A moderator
Introduction and Q&A moderator
Moderator:
12:15
- 13:30
Lunch
13:30
- 14:00
Session 4 - SEC Commissioner's remarks
Session 4 - SEC Commissioner's remarks
Speakers:
Daniel Gallagher
14:00
- 16:00
Session 5 - Proxy Advisors: Do they wield too much influence? Whether and how to regulate - the lessons from Europe
Session 5 - Proxy Advisors: Do they wield too much influence? Whether and how to regulate - the lessons from Europe
Moderator:
Ira M. Millstein
14:00
- 16:00
Briefings
Briefings
Speakers:
14:00
- 16:00
Panel
Panel
Speakers:
Gary Retelny
16:00
- 16:15
Coffee and tea
16:15
- 17:45
Session 6 - Say on Pay: Is it working? How far should it go?
16:15
- 17:45
Moderator
Moderator
Speakers:
16:15
- 17:45
Briefing
Briefing
Speakers:
Fabrizio Ferri
16:15
- 17:45
Panel
Panel
Speakers:
17:45
- 18:00
Session 7 - Summing up, Assessment and the Way Ahead
Session 7 - Summing up, Assessment and the Way Ahead
Speakers:
Speakers
Geoffrey Aronow
Ugo Bassi
Fellow
Research Member
Board Member
Institutional Member
Donna Dabney
Laurent Degabriel
Practitioner Member
Fabrizio Ferri
Research Member
Daniel Gallagher
Fellow
Research Member
Fellow
Research Member
Practitioner Member
Practitioner Member
Justice Jack B. Jacobs
Wei Jiang
Research Member
Ira M. Millstein
Katherine Rabin
Gary Retelny
Research Member
Mary Jo White
Simonas Šatūnas
Presentations
Conference Chair
Conference Chair
Conference Chair
Conference Chair
Time:
09:00h
- 09:15h
Speakers
Fellow
Research Member
Welcome
Welcome
Welcome
Welcome
Time:
09:00h
- 09:15h
Speakers
Practitioner Member
Remarks from the EU Presidency
Remarks from the EU Presidency
Simonas Šatūnas
Remarks from the EU Presidency
Remarks from the EU Presidency
Time:
09:00h
- 09:15h
Speakers
Simonas Šatūnas
Session 1 - Opening remarks
Session 1 - Opening remarks
Mary Jo White
Session 1 - Opening remarks
Session 1 - Opening remarks
Time:
09:15h
- 09:35h
Speakers
Mary Jo White
Conference Documents
Briefings
Briefings
Wei Jiang
Briefings
Briefings
Time:
09:35h
- 11:25h
Speakers
Wei Jiang
Research Member
Conference Documents
Panel
Panel
Justice Jack B. Jacobs
Panel
Panel
Time:
09:35h
- 11:25h
Speakers
Practitioner Member
Justice Jack B. Jacobs
Conference Documents
Session 3 - The European perspective
Session 3 - The European perspective
Ugo Bassi
Session 3 - The European perspective
Session 3 - The European perspective
Time:
11:40h
- 12:15h
Speakers
Ugo Bassi
Session 4 - SEC Commissioner's remarks
Session 4 - SEC Commissioner's remarks
Daniel Gallagher
Session 4 - SEC Commissioner's remarks
Session 4 - SEC Commissioner's remarks
Time:
13:30h
- 14:00h
Speakers
Daniel Gallagher
Conference Documents
Briefings
Briefings
Briefings
Briefings
Time:
14:00h
- 16:00h
Speakers
Conference Documents
Panel
Panel
Gary Retelny
Panel
Panel
Time:
14:00h
- 16:00h
Speakers
Practitioner Member
Gary Retelny
Moderator
Moderator
Moderator
Moderator
Time:
16:15h
- 17:45h
Speakers
Research Member
Conference Documents
Briefing
Briefing
Fabrizio Ferri
Briefing
Briefing
Time:
16:15h
- 17:45h
Speakers
Fabrizio Ferri
Conference Documents
Panel
Panel
Panel
Panel
Time:
16:15h
- 17:45h
Speakers
Conference Documents
Session 7 - Summing up, Assessment and the Way Ahead
Session 7 - Summing up, Assessment and the Way Ahead
Session 7 - Summing up, Assessment and the Way Ahead
Session 7 - Summing up, Assessment and the Way Ahead
Time:
17:45h
- 18:00h
Speakers
Geoffrey Aronow
Fellow
Research Member
Board Member
Fellow
Research Member
Panel Discussions
Session 2 - Activist Shareholders and Shareholder Value: Long Term v. Short Term
Session 2 - Activist Shareholders and Shareholder Value: Long Term v. Short Term
Session 2 - Activist Shareholders and Shareholder Value: Long Term v. Short Term
Session 2 - Activist Shareholders and Shareholder Value: Long Term v. Short Term
Time:
09:35h
- 11:25h
Moderator
Fellow
Research Member
Introduction and Q&A moderator
Introduction and Q&A moderator
Introduction and Q&A moderator
Introduction and Q&A moderator
Time:
11:40h
- 12:15h
Moderator
Fellow
Research Member
Session 5 - Proxy Advisors: Do they wield too much influence? Whether and how to regulate - the lessons from Europe
Session 5 - Proxy Advisors: Do they wield too much influence? Whether and how to regulate - the lessons from Europe
Ira M. Millstein
Session 5 - Proxy Advisors: Do they wield too much influence? Whether and how to regulate - the lessons from Europe
Session 5 - Proxy Advisors: Do they wield too much influence? Whether and how to regulate - the lessons from Europe
Time:
14:00h
- 16:00h
Moderator
Ira M. Millstein