List of Participants

March 2019 Roundtable

Michael Albano Partner, Cleary Gottlieb
Maryellen Andersen Corporate Governance Officer, Vice President, Institutional Investor and Corporate Relations, Broadridge Financial Solutions
Michele Anderson Associate Director of the Division of Corporation Finance, SEC
Lindsey Apple Corporate Governance and Proxy Voting Manager, MFS Investment Management
Marta Baztarrica Director, Corporate Secretary and Chief Legal Officer, The CAF Group
Lucian Bebchuk James Barr Ames Professor of Law, Economics, and Finance, Harvard Law School
David Bell Partner/Co-Chair, Corporate Governance, Fenwick & West
David J. Berger Partner, Wilson Sonsini Goodrich & Rosati
Barbara Berlin Director, Governance Insights Center, PwC
Jens Bertelsen Company Secretary, BP p.l.c.
Michael Brueck Partner, Kirkland & Ellis
Maureen Bujno Managing Director – Center for Board Effectiveness, Deloitte LLP
Ray Cameron Head of Investment Stewardship – Americas, BlackRock
Steven Canner Partner, Baker McKenzie
Paul Clancy Structured Finance Counsel, Synchrony Financial
Pam Codo-Lotti Managing Director, Goldman Sachs
Mary Colby Head of Investment Stewardship, Charles Schwab Investment Management
Heather Coleman Partner, Sullivan & Cromwell
Chris Couvelier Director, Shareholder Advisory, Lazard Freres
Arthur B. Crozier Chairman, Innisfree M&A Incorporated
Stephen Davis Associate Director and Senior Fellow, Programs on Corporate Governance and Institutional Investors, Harvard Law School
Tricia Decker Project Manager Specialist, Office of the Corporate Secretary, Nasdaq, Inc.
Mark Director Partner, Gibson Dunn
Jonathan Doorley Partner, Brunswick Group
Renata Ferrari Partner, Ropes & Gray
Richard Fields Counsel & Director, Corporate Stakeholder Engagement, King & Spalding
Michael Flaherty Senior Vice President, Gladstone Place Partners
Peggy Foran Chief Governance Officer, Senior Vice President and Corporate Secretary, Prudential Financial
Stephen Fraidin Partner, Cadwalader, Wickersham & Taft
Mary A. Francis Corporate Secretary and Chief Governance Officer, Chevron Corporation
Michael Garland Assistant Comptroller – Corporate Governance and Responsible Investment, Office of New York City Comptroller
Marc Gerber Partner, Skadden
Tom Gerke General Counsel and Chief Administrative Officer, H&R Block
Linda Giuliano Senior Vice President and Head of Responsible Investment, AllianceBernstein
Marc Goldstein Head of U.S. Research, ISS
Jessy Hayem Director, Relationship Investing, Equity Markets, CDPQ
Michael Henry Director and Managing Attorney, Edison International
Alexandra Higgins Managing Director, Okapi Partners
John Hoeppner Head of US Stewardship and Sustainable Investments, Legal & General Investment Management America
Nicolas Huber Managing Director – Head of Corporate Governance, DWS Group
Ross E. Jeffries, Jr. Deputy General Counsel and Corporate Secretary, Bank of America
Paula Johnson Executive Vice President, Legal & Government Affairs, General Counsel & Corporate Secretary, Phillips 66
Tom Johnson Chief Executive Officer, Abernathy MacGregor
Jonas Jølle Head of Governance, Norges Bank Investment Management
Blair Jones Managing Director, Semler Brossy Consulting Group
Adam Kanzer Head of Stewardship – Americas, BNP Paribas Asset Management
Robert Katz Partner, Shearman & Sterling
Courteney Keatinge Senior Director, ESG Research, Glass Lewis
John Kelsh Partner, Sidley Austin
Matthew Kimmel Vice President, Regulatory and Executive Compensation Consultant, State Street Corporation
Polly Klane Senior Vice President and Chief Counsel, Commercial, Corporate & Governance, Capital One Financial Corporation
Jeffrey Kochian Partner, Akin Gump Strauss Hauer & Feld LLP
Bill Kucera Partner, Mayer Brown
Nishesh Kumar Managing Director, J.P. Morgan Asset Management
Brian Lane Partner, Pay Governance
Jackie Liu Partner and Co-Chair, Global Corporate Department, Morrison & Foerster LLP
Kara Mangone Managing Director, Investor Relations, Goldman Sachs
Bronwen Mantlo Vice President, Deputy General Counsel and Corporate Secretary, Eli Lilly
Bob Marese Managing Director, MacKenzie Partners
Debra McCormack Managing Director – Center for Board Effectiveness, Deloitte LLP
Janet McGinness Corporate Secretary, Mastercard
Caitlin McSherry Assistant Vice President, Asset Stewardship, State Street Global Advisors
Hope Mehlman EVP, Chief Governance Officer & Assistant Corporate Secretary, Regions Financial
Lauren Nussbaum Senior Account Executive, Joele Frank
Rusty O’Kelley III Global Leader Board Advisory and Effectiveness, Russell Reynolds Associates
Zach Oleksiuk Managing Director, Evercore
Brett Pletcher EVP, General Counsel, Chief Compliance Officer and Corporate Secretary, Gilead Sciences, Inc.
Mike Pressman Assistant General Counsel, Microsoft
Sean Quinn Senior Vice President, Teneo
Peter Reali Senior Director, Responsible Investing, Nuveen
Luciana Rivera Research and Operations Analyst, BNY Mellon
Carolina San Martin Managing Director and Director, ESG Research, Wellington Management
Kurt Schacht Managing Director, Advocacy, CFA Institute
Joel Schneider Deputy Head of Portfolio Management, North America, Dimensional Fund Advisors
David Segal Portfolio Manager, Franklin Templeton Investments
Vidish J. Shah Mergers & Acquisitions – Shareholder Activism and Corporate Defense, Morgan Stanley
John Sperino Vice President for Governance and Securities and Assistant Corporate Secretary, Emerson
Leo E. Strine, Jr. Chief Justice, Delaware Supreme Court
Darla Stuckey President & CEO, Society for Corporate Governance
Roberto Tallarita Associate Director and Research Fellow, Harvard Law School Program on Corporate Governance
Elina Tetelbaum Partner, Wachtell, Lipton, Rosen & Katz
Courtney Tygesson Partner, Winston & Strawn
Laurel Van Allen Senior Vice President, Coherent Economics
Sandra van der Vaart SVP and Global General Counsel, LabCorp
Craig Wadler Managing Director, Moelis & Company
Dieter Waizenegger Executive Director, CtW Investment Group
Jonathan Watkins Partner, Cadwalader, Wickersham & Taft
Steven J. Williams Partner, Paul Weiss
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