June 2018 Roundtable

June 5, 2018
Loeb House
17 Quincy Street, Cambridge, MA 02138 

6:45 pm Reception
7:30 pm Dinner

June 6, 2018
Harvard Law School

Wasserstein Hall, Room 2012 (second floor)
1585 Massachusetts Avenue, Cambridge, MA 02138 

8:00–9:00 am Registration and continental breakfast
9:00–10:00 am First morning session
10:00–10:20 am Coffee break
10:20 -11:20 am Second morning session
11:20–11:40 am Coffee break
11:40 am–12:40 pm Third morning session
12:40–1:40 pm Lunch
1:40–2:35 pm First afternoon session
2:35–2:55 pm Coffee break
2:55–3:50 pm Final session
3:50–5:00 pm Closing reception
4:00–5:00 pm Issuer-only meeting in Room 3007 and
Mutual fund and pension fund-only meeting in Room 3012

Roundtable Discussion Topics

The Roundtable will begin with presentations about, and a discussion of, the advantages and disadvantages of dual-class structures. The Roundtable will then move to consideration of proposals regarding the inclusion of companies with such structures in equity indices, including MSCI’s ongoing consultation on the issue. Next, the Roundtable will proceed to a discussion of environmental, social, and governance (ESG) engagement. Depending on the interest of participants, topics to be discussed may include Larry Fink’s 2018 Letter to CEOs, ESG shareholder proposals, ESG metrics and disclosures, and the role of hedge funds in ESG initiatives. Finally, the Roundtable will move to a discussion of recent developments in investor activism. Depending on the interest of participants, issues to be discussed may include proxy contests and settlements, activist and issuer strategies, activism by investment managers and pension funds, and activism regarding payouts to shareholders.

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