Harvard Convenes the Institutional Investors Roundtable

The Harvard Institutional Investors Roundtable will convene tomorrow. The event will bring together prominent members of the institutional investor world to discuss a number of related issues concerning shareholder voting.

During the morning sessions, the roundtable discussion will focus on lessons from the first year of advisory votes on executives compensation and on how institutions should vote on compensation arrangements in the future. During the second half of the day, the roundtable discussion will focus on majority voting and withhold votes, as well as on the reporting of proxy votes to beneficiaries. The event will start with a keynote talk by and discussion with Larry Summers.

The event, which is co-organized by Lucian Bebchuk and Robert Pozen, is jointly sponsored by the Harvard Law School Program on Institutional Investors, the Harvard Law School Program on Corporate Governance, Harvard Business School, and the Harvard Kennedy School Center for Business and Government, and supported by the Investment Company Institute.

Participants in the Harvard Institutional Investors Roundtable will include:

  • F. Gregory Ahern, Chief Public Communications Officer, Investment Company Institute (ICI)
  • Joe Bachelder, Founder and Senior Partner, The Law Offices of Joseph E. Bachelder
  • Lucian A. Bebchuk, William J. Friedman and Alicia Townsend Friedman Professor of Law, Economics, and Finance; Director, Program on Corporate Governance, Harvard Law School
  • Bo Becker, Assistant Professor, Harvard Business School
  • Allison Bennington, Partner and General Counsel, ValueAct Capital
  • Kenneth A. Bertsch, President and CEO, Society of Corporate Secretaries and Governance Professionals
  • Glenn Booraem, Principle and Fund Controller, Vanguard
  • Carol Bowie, Executive Director, Institutional Shareholder Services Inc. (ISS)
  • Richard C. Breeden, Chairman, Breeden Capital Management
  • Jay Chaudhuri, General Counsel and Senior Policy Advisor, North Carolina Department of State Treasurer
  • Robert C. Clark, Harvard Distinguished Service Professor, Harvard Law School
  • John C. Coates IV, John F. Cogan, Jr. Professor of Law and Economics, Harvard Law School
  • Jack Cogan, Non-Executive Chairman, Pioneer Investment Management USA, Inc.
  • Sean Collins, Senior Director, Industry and Financial Analysis, Investment Company Institute (ICI)
  • Dorothy Donohue, Senior Associate Counsel, Investment Company Institute (ICI)
  • Carol Nolan Drake, Chief External Affairs Officer, The Ohio Public Employees Retirement System
  • Benjamin Esty, Roy and Elizabeth Simmons Professor of Business Administration and Head of the Finance Unit, Harvard Business School
  • Matthew R. Filosa, Assistant Vice President, Corporate Governance and Proxy Voting, MFS Investment Management
  • Margaret M. Foran, Chief Governance Officer, Vice President and Secretary, Prudential Financial, Inc.
  • Paul K. Freeman, Independent Chair, DWS Funds
  • Jesse M. Fried, Professor of Law, Harvard Law School
  • Ari Gabinet, Executive Vice President and General Counsel, Oppenheimer Funds Inc.
  • Peter Gallary, Chief Operating Officer, Investment Company Institute (ICI)
  • Michael Garland, Executive Director for Corporate Governance, Office of the New York City Comptroller
  • Scott Goebel, Senior Vice President and General Counsel, Fidelity Management and Research Company
  • Jeremy L. Goldstein, Partner, Wachtell, Lipton, Rosen & Katz
  • Ben W. Heineman, Jr., Distinguished Senior Fellow, Harvard Law School
  • Scott Hirst, Associate Director, Program on Institutional Investors, Harvard Law School
  • Robert J. Jackson, Jr., Associate Professor, Columbia Law School
  • Bess Joffe, Vice President, Investor Relations, Goldman Sachs
  • Roy J. Katzovicz, Chief Legal Officer, Pershing Square Capital Management LP
  • Stephen P. Kaufman, Senior Lecturer, Harvard Business School
  • Andrew Letts, Managing Director, Head of Corporate Governance, State Street Global Advisors
  • Lance E. Lindblom, President and CEO, The Nathan Cummings Foundation
  • Jay Lorsch, Louis E. Kirstein Professor of Human Relations, Harvard Business School
  • Aeisha Mastagni, Investment Officer, California State Teachers’ Retirement System (CalSTRS)
  • Gianna M. McCarthy, Director of Corporate Governance, New York State Common Retirement Fund
  • Robert McCormick, Chief Policy Officer, Glass Lewis & Co.
  • Bill McGrew, Portfolio Manager, California Public Employees’ Retirement System (CalPERS)
  • Robert V. Mendelsohn, Group Chief Executive (Retired), Royal and Sun Alliance Insurance Group
  • Peter H. Mixon, General Counsel, California Public Employees’ Retirement System (CalPERS)
  • Rick Murray, Chairman Emeritus, Center for Capital Market Competiveness (Washington); Special Advisor to the Geneva Association (Geneva); CEO, Liability Dynamics Consulting (NY); Director, Center for the Study of Financial Innovation (London)
  • V.G. Narayanan, Unit Head, Accounting and Management unit and the Thomas D. Casserly Jr. Professor of Business Administration, Harvard Business School
  • William Patterson, Executive Director, CtW Investment Group
  • Bob Pozen, Senior Lecturer, Harvard Business School; Chairman Emeritus, MFS Investment Management
  • Brandon Rees, Deputy Director, AFL-CIO Office of Investment
  • Brian Reid, Chief Economist, Investment Company Institute (ICI)
  • Matthew Rhodes-Kropf, Professor, Harvard Business School
  • Mark Roe, David Berg Professor of Law, Harvard Law School
  • Linsey Schoemehl, General Counsel and Chief Compliance Officer, Illinois State Board of Investment
  • Suraj Srinivasan, Associate Professor, Harvard Business School
  • Paul Schott Stevens, President and CEO, Investment Company Institute (ICI)
  • Daniel Summerfield, Co-Head of Responsible Investment, Universities Superannuation Scheme (USS)
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One Comment

  1. James McRitchie
    Posted Tuesday, November 8, 2011 at 9:59 am | Permalink

    I hope someone reports on this important roundtable. Please let us know of any consensus building and of major disputes.