Harvard Corporate Governance

OCTOBER 5, 2023

Posted by Austin Vanbastelaer, and Kyle McCarthy, Semler Brossy LLC, on Thursday, October 5, 2023 Editor's Note: Austin Vanbastelaer is Principal and Kyle McCarthy is a Senior Associate Consultant at Semler Brossy LLC. Russell 3000 equity plan proposals are facing historically low shareholder support and higher failure rates in 2023.

Equity 130

Equity Marketability 130

Harvard Corporate Governance

JUNE 9, 2023

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, June 9, 2023 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of June 2-8, 2023. Tuch (Washington University in St.

Equity 226

Equity Finance 226

Harvard Corporate Governance

MARCH 24, 2023

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, March 24, 2023 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of March 17-23, 2023. Warkol, Schulte Roth & Zabel LLP, on Tuesday, March 21, 2023 Tags: Insider trading , Kelly v. Walters, Edward B.

Equity 227

Equity 227

Harvard Corporate Governance

SEPTEMBER 8, 2023

Schnell and Daniyal Iqbal, Wilson Sonsini Goodrich & Rosati, on Tuesday, September 5, 2023 Tags: Charter & bylaws , Delaware law , Disclosure , officer exculpation , Proxy season , Universal Proxy Pay Equity-Related Shareholder Proposals in 2023 Posted by J.T.

Equity 185

Equity Banking Technology 185

Harvard Corporate Governance

MAY 5, 2023

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, May 5, 2023 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of April 28 – May 4, 2023.

Banking 227

Banking Equity Finance Technology 227

Harvard Corporate Governance

OCTOBER 6, 2023

Eddy, Wachtell Lipton Rosen & Katz, on Saturday, September 30, 2023 Tags: Board of Directors , Fiduciary duties , Risk management , SEC California’s Proposed Bills Require Reporting on Climate Emissions and Risks Posted by David A. Bell, Ron C.

Equity 189

Equity Marketability Technology 189

Harvard Corporate Governance

JUNE 28, 2023

Posted by Amanda Buthe, Rajeev Kumar, and Kilian Moote, Georgeson LLC, on Wednesday, June 28, 2023 Editor's Note: Amanda Buthe is a Director, Rajeev Kumar is a Senior Managing Director and Kilian Moote is a Managing Director at Georgeson LLC. This post is based on a Georgeson memorandum by Ms. in 2022 to 6.2%

Equity 233

Equity 233

Harvard Corporate Governance

SEPTEMBER 29, 2023

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, September 29, 2023 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of September 22-28, 2023 Who are the new directors? Posted by Subodh Mishra, Institutional Shareholder Services, Inc.,

Equity 212

Equity Marketability 212

Harvard Corporate Governance

SEPTEMBER 1, 2023

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, September 1, 2023 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of August 25-31, 2023.

Venture Capital Fund 202

Venture Capital Fund Equity 202

Harvard Corporate Governance

JUNE 30, 2023

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, June 30, 2023 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of June 23-29, 2023. Commentary: Our Proxy Advice is Apolitical Posted by Subodh Mishra, Institutional Shareholder Services, Inc.,

Corporate Finance 227

Corporate Finance Compliance Banking Finance 227

Harvard Corporate Governance

NOVEMBER 10, 2023

Securities and Exchange Commission, on Wednesday, November 8, 2023 Tags: Clawbacks , Proxy season , SEC , SPACs Top 5 SEC Developments Posted by Haimavathi V. Bell, and Ron C. Uyeda, U.S.

Treasury 186

Treasury Banking Equity Marketability 186

Harvard Corporate Governance

APRIL 14, 2023

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, April 14, 2023 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of April 7-13, 2023. Paramount Global Settles CBS – Viacom Merger Lawsuit for $122.5

Corporate Finance 227

Corporate Finance Compliance Finance Marketability 227

Harvard Corporate Governance

MARCH 19, 2024

The Vanguard-advised funds Vanguard-advised funds are primarily index funds managed by Vanguard’s Equity Index Group; these funds track specific benchmark indexes constructed by independent third parties. [1] 2] Vanguard’s equity index funds are long-term investors in numerous public companies around the world. 3] (more…)

Equity 179

Equity 179

Harvard Corporate Governance

JUNE 2, 2023

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, June 2, 2023 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of May 26-June 1, 2023 Modernization of Beneficial Ownership Reporting Rule Proposal Posted by Jonathan H. Gaines, David S.

Equity 225

Equity 225

Harvard Corporate Governance

DECEMBER 23, 2022

At the end of last week, ISS announced its benchmark policy updates for 2023. The policy changes will apply to shareholder meetings held on or after February 1, 2023, except for those with one-year transition periods. Posner is special counsel at Cooley LLP. This post is based on her Cooley memorandum. The changes for U.S.

Equity 233

Equity 233

Harvard Corporate Governance

NOVEMBER 3, 2023

Posner, Cooley LLP, on Thursday, November 2, 2023 Tags: CFO , Pareteum , SEC , Section 17(a) 1: How Did the Activists Vote? Circuit , ESG , intraportfolio , SEC SEC charges executives with fraudulent revenue recognition practices Posted by Cydney S.

Dividends 184

Dividends Equity Marketability 184

Harvard Corporate Governance

APRIL 19, 2023

Fuse Brown (Georgia State University), on Wednesday, April 19, 2023 Editor's Note: Mark A. Over the past decade, private equity investment in physician services has emerged as a driving trend toward the financialization of health care, with investors mining health services organizations to extract wealth. Posted by Mark A.

Equity 248

Equity Marketability 248

Harvard Corporate Governance

SEPTEMBER 7, 2023

Posted by Blair Jones (Semler Brossy), Anna Natapova (Semler Brossy), and Chuck Gray (Egon Zehnder), on Thursday, September 7, 2023 Editor's Note: Blair Jones is a Managing Director at Semler Brossy LLC, Anna Natapova is Principal at Semler Brossy LLC, and Chuck Gray is Coleader of the US CEO and Board Practice at Egon Zehnder. Strine, Jr.;

Equity 233

Equity 233

Harvard Corporate Governance

MARCH 28, 2023

Posted by Ryan Colucci, Compensation Advisory Partners, on Tuesday, March 28, 2023 Editor's Note: Ryan Colucci is a Principal at Compensation Advisory Partners. This post is based on his CAP memorandum. incentive compensation) slightly lower for CFOs (more…)

Equity 228

Equity Market Capitalization Marketability 228

Harvard Corporate Governance

JULY 17, 2023

Lee, and Ari Weinberg, KPMG LLP, on Monday, July 17, 2023 Editor's Note: Claudia H. And as to stakeholder engagement—beyond equity owners—private company boards appear to be embracing the growing importance of their companies’ engagement with employees and customers. Posted by Claudia H. Allen, Patrick A. Allen and Patrick A.

Equity 235

Equity 235

Harvard Corporate Governance

SEPTEMBER 12, 2023

on Tuesday, September 12, 2023 Editor's Note: John Galloway is Global Head of Investment Stewardship at Vanguard, Inc. During the past proxy year (July 1, 2022, through June 30, 2023), the team conducted 1,049 engagements with 832 companies in the United States, representing $3.1 During the 2023 proxy year in the U.S.,

Equity 159

Equity 159

Class VI Partner

FEBRUARY 9, 2024

The trend of declining deal value continued into 2023 in an ongoing high interest rate environment. Peering into 2024, Class VI surveyed our private equity network in January… Source Rapid inflation, rising interest rates, geopolitical conflicts, and supply chain constraints combined to exert downward pressure.

Equity 52

Equity 52

Harvard Corporate Governance

JANUARY 27, 2023

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, January 27, 2023 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of January 20-26, 2023 Compensation Season 2023 Posted by Adam J. Shapiro, Michael J. Schobel, and Erica E. Richman, John R.

Banking 185

Banking Finance Equity Marketability 185

Musings on Markets

JANUARY 21, 2023

In this post, I will begin by chronicling the damage done to equities during 2022, before putting the year in historical context, and then examine how developments during the year have affected expectations for the future. Actual Returns Your returns on equities come in one of two forms. Stocks: The What?

Equity 72

Equity Risk Premium Start-ups Dividends 72

Harvard Corporate Governance

JUNE 7, 2023

on Wednesday, June 7, 2023 Editor's Note: Amit Batish is Senior Director of Content at Equilar, Inc. The 2023 proxy season has officially come to a close. Posted by Amit Batish, Equilar, Inc., This post is by Mr. Batish and Courtney Yu. more…)

Total Shareholder Return 225

Total Shareholder Return Finance Equity 225

Harvard Corporate Governance

NOVEMBER 24, 2023

Posted by Merel Spierings, The Conference Board, on Friday, November 24, 2023 Editor's Note: Merel Spierings is Senior Researcher at The Conference Board ESG Center in New York.

Equity 324

Equity 324

IVSC

JUNE 6, 2023

Previously, Erica was Chief Financial Officer of Carlyle’s Global Credit segment and before that she was responsible for the Fund Management Operations of Carlyle’s Europe based private equity funds, based in Luxembourg and London. The post IVSC Webinars Series 2023 – Bios appeared first on International Valuation Standards Council.

Equity 130

Equity Mergers & Acquisitions Marketability 130

Harvard Corporate Governance

JANUARY 25, 2023

Posted by Shaun Bisman and Jared Sorhaindo, Compensation Advisory Partners, on Wednesday, January 25, 2023 Editor's Note: Shaun Bisman is a Partner and Jared Sorhaindo is an Associate at Compensation Advisory Partners. This post is based on their CAP memorandum. This update highlights select new and materially updated questions.

Equity 130

Equity 130

IVSC

JUNE 14, 2023

She leads a team responsible for the valuation of the infrastructure and private equity asset classes. Hakim has performed valuations of equity and debt instruments across a broad spectrum of industries and geographies under the IPEV Guidelines. GAAP fair value guidelines. Hakim holds an M.Sc. in finance from the Kedge Business School.

Intangible Assets 130

Intangible Assets Corporate Finance Finance Equity 130

Law 360 M&A

DECEMBER 14, 2023

Sponsors and investment professionals should note how escalated enforcement by the Committee on Foreign Investment in the United States in 2023 affected private equity deal making and evaluate their CFIUS-related procedures in preparation for the regulator's reach to expand further next year, say attorneys at Kirkland.

Equity 40

Equity 40

Harvard Corporate Governance

AUGUST 28, 2023

Pension funds and institutional investors around the world have been allocating an increasing fraction of their assets under management to private equity (PE), venture capital (VC), and other types of private funds. in 2020, and 79% of investors stating that they expect to allocate a larger proportion of their funds to private equity by 2025.

Venture Capital Fund 189

Venture Capital Fund Equity Finance Marketability 189

Benzinga

FEBRUARY 15, 2023

New York, NY February 15, 2023 --( PR.com )-- China’s private equity (“PE”) industry faced strong headwinds in 2022 due to factors including a slowing economy, COVID-19 restrictions, increased regulatory scrutiny, and higher prevailing interest rates globally which weighed on public market valuations.

Equity 40

Equity Marketability 40

Auto Dealer Valuation Insights

JULY 9, 2024

Since the turn of the century, pension funds have increasingly turned to private equity investments in a bid to earn higher returns. As detailed in a recent Wall Street Journal article, pension funds have boosted private equity allocations from just 3% of their portfolios in 2001 to 14% in 2023.

Equity 59

Equity Capital Structure 59

Global Finance

JUNE 17, 2024

A 10-year veteran at DBS Bank, Karoonyavanich recently expanded his role to cover all Equity Capital Markets business for the bank globally when the firm merged its equities, fixed income and brokerage businesses to form a new Investment Banking unit. in 2023; Indonesia’s share jumped from 2% to 8.8% in the same period.

Equity 111

Equity Marketability Banking Start-ups 111

Harvard Corporate Governance

JANUARY 16, 2023

Gerber, Greg Norman, Kathryn Gamble, Skadden, Arps, Slate, Meagher & Flom LLP, on Monday, January 16, 2023 Editor's Note: Marc S. ESG is expected to remain a priority in 2023, with investors, employees and other stakeholders continuing to press for climate change and diversity policies and disclosures. Posted by Marc S.

Equity 156

Equity 156

IVSC

OCTOBER 31, 2023

The IVS drive transparency, quality, efficiency, consistency, and equity in markets, which makes them more attractive to investors and fosters a climate of confidence. The post IVSC Annual General Meeting 2023: A Recap appeared first on International Valuation Standards Council.

Intangible Assets 130

Intangible Assets Appraisal Business Valuation Banking 130

Benchmark Report

JUNE 10, 2024

According to a recent webinar hosted by accounting firm PWC, the amount of cash presently held by and committed to private equity funds is at an all-time high.

Equity 59

Equity Accounting Firms Private Equity Firm 59