2018 Shareholder Engagement Roundtable

June 5-6, 2018


Wasserstein Hall, Harvard Law School, 1585 Massachusetts Avenue
Cambridge, MA 02138

Co-Organizers: Lucian Bebchuk, Stephen Davis, Matt Filosa, and Scott Hirst

Supported by

The Harvard Roundtable on Shareholder Engagement is grateful for the co-sponsorship of Abernathy MacGregor, the AES Corporation, American Express, Bank of America, Broadridge, Brunswick Group, Cartica Management, CFA Institute, Chevron, Citi, the Coca-Cola Company, ConocoPhillips, Deloitte, Edelman, Eli Lilly, Evercore, Freeport-McMoRan, FTI Consulting, Gilead Sciences, Gladstone Place Partners, Goldman Sachs, Innisfree M&A Incorporated, Joele Frank, JPMorgan Chase, Kekst, Kingsdale Advisors, Kleinberg Kaplan, KPMG, LabCorp, Lazard Freres, McDonald’s, Morgan Stanley, Nasdaq, Norfolk Southern, Okapi Partners, PepsiCo, Pfizer, Prudential Financial, PwC, Range Resources, Regions Financial, Schulte Roth & Zabel, State Street Corporation, Strategic Governance Advisors, Synchrony Financial, Teneo Governance, Visa, and Wells Fargo.

The Program on Corporate Governance wishes to thank its Knowledge Partners: Akin Gump, Cadwalader, Wickersham & Taft, Cleary Gottlieb, Cornerstone Research, Davis Polk, Debevoise & Plimpton, Fenwick & West, Fried Frank, Gibson Dunn, Jenner & Block, Kirkland & Ellis, Latham & Watkins, Mayer Brown, Ropes & Gray, Shearman & Sterling, Sidley Austin, Simpson Thacher, Skadden, Sullivan & Cromwell, Vinson & Elkins, White & Case, Wilson Sonsini Goodrich & Rosati, and Winston & Strawn.

The Program on Institutional Investors wishes to thank the institutional members of the Harvard Institutional Investor Forum: BlackRock, Caisse de Dépôt et Placement du Québec, California Public Employees’ Retirement System, California State Teachers’ Retirement System, Charles Schwab Investment Management, Colorado Public Employees’ Retirement Association, Dimensional Fund Advisors, Fidelity Investments, Franklin Templeton Investments, Goldman Sachs Asset Management, JPMorgan Asset Management, MFS Investment Management, Norges Bank Investment Management, Northern Trust, Nuveen, Ontario Teachers’ Pension Plan, PGGM Investments, State Board of Administration of Florida, State Street Global Advisors, USS Investment Management, Vanguard, and Wellington Management.

Finally, the Program on Corporate Governance and the Program on Institutional Investors would like to thank the members of the Program on Corporate Governance Advisory Board, the Harvard Institutional Investors Forum Advisory Council, and the Corporate Governance Forum Advisory Council.