Plenary 1: The battle for shareholder democracy: who’s right?

A session by Yolanda Courtines, Aeisha Mastagni, Mike McCauley, Samantha Ross and Heidi Welsh
Wellington Management, California State Teachers' Retirement System, Florida State Board of Administration (SBA), AssuranceMark, the Investors Consortium for Assurance and Sustainable Investments Institute

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About this session

  • What do the SEC's new regulations about shareholder proposals and proxy advisors mean for future proxy seasons?
  • How will new restrictions on the U.S shareholder proposal process affect engagement?
  • How does this affect stewardship? Would a more beefed up Investor Stewardship Group and Framework, or a US Stewardship code counteract these changes?
  • Aeisha Mastagni, Portfolio Manager, Corporate Governance, California State Teachers' Retirement System
  • Mike McCauley, Senior Officer, Investment Programs and Governance, Florida State Board of Administration
  • Yolanda Courtines, Senior Managing Director, Partner, and Equity Portfolio Manager, Wellington Management
  • Samantha Ross, Founder, AssuranceMark
  • Moderator: Heidi Welsh, Executive Director, Sustainable Investments Institute

Categories covered by this session

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