Harvard Corporate Governance

MARCH 6, 2023

Many have written, spoken and warned about the consequences of Federal Proxy Rule §14a-19 that requires all parties in contested elections to use universal proxy cards (“UPCs”) that list all director nominees presented for election at a shareholder meeting. Bebchuk and Scott Hirst.

250

250

Harvard Corporate Governance

SEPTEMBER 14, 2022

About the proposal. Bebchuk, Kobi Kastiel, and Roberto Tallarita; and Restoration: The Role Stakeholder Governance Must Play in Recreating a Fair and Sustainable American Economy—A Reply to Professor Rock (discussed on the Forum here ) by Leo E. Strine, Jr. The comment period closed on June 17.

Compliance 184

Compliance 184

Harvard Corporate Governance

OCTOBER 24, 2022

Our recent paper , How Much Do Investors Care about Social Responsibility?, And more broadly, do market participants, such as investors and consumers, differ from donors in the ways in which they prioritize monetary gains and the promotion of social goals?

Marketability 261

Marketability 261

Harvard Corporate Governance

AUGUST 17, 2022

million fine to the SEC to settle allegations that the firm made misleading claims about ESG funds it managed. asset managers are right to be wary: the raids in Germany came just days after the U.S. The same week the proposed rules were released, the SEC announced that BNY Mellon Investment Adviser, Inc. agreed to pay a $1.5 more…).

Banking 253

Banking Marketability 253

Harvard Corporate Governance

AUGUST 16, 2023

Bebchuk and Roberto Tallarita ; How Much Do Investors Care about Social Responsibility? Managers must balance being specific in response to ESG queries, considering their stakeholders, and avoiding the risks associated with saying too much or too little about their policies and practices.

Marketability 189

Marketability 189

Harvard Corporate Governance

JUNE 15, 2022

Stagnant middle-class wages but rapidly-increasing incomes by high earners have led to a growing debate about income inequality in the U.S. Aversion to inequality could be self-centered or reflect concerns about future economic growth or stability in broader society. However, it is largely unknown how U.S.

Equity 225

Equity Marketability Finance 225

Harvard Corporate Governance

APRIL 19, 2023

Because only validly nominated candidates must be included on a universal proxy card, advance notice provisions are even more important for companies to obtain relevant information about dissidents and their candidates and ensure that dissidents comply with the requirements of the new rules.

Start-ups 256

Start-ups Marketability 256

Law 360 M&A

MARCH 15, 2024

Amid both skepticism and excitement about the promise of generative artificial intelligence in legal contexts, the first randomized controlled trial studying its impact on basic lawyering tasks shows mixed but promising results, and underscores the need for attorneys to proactively engage with AI, says Daniel Schwarcz at University of Minnesota Law (..)

98

98

Gross Mendelsohn

FEBRUARY 6, 2024

These changes were meant to provide financial statement reviewers, such as donors and lenders, with more relevant information about the status of an organization's current and future resources. One key change brought about by this ASU relates to the presentation of a nonprofit’s expenses.

85

85

Harvard Corporate Governance

FEBRUARY 14, 2024

Posted by Jamie Smith, EY, on Wednesday, February 14, 2024 Editor's Note: Jamie Smith is EY Americas Center for Board Matters Investor Outreach and Corporate Governance Director. This post is based on an EY memorandum by Ms. Smith and Kris Pederson.

167

167

Harvard Corporate Governance

FEBRUARY 14, 2024

Posted by Francesca L. Odell, Jennifer Kennedy Park, and Charity E. Lee, Cleary Gottlieb Steen & Hamilton LLP, on Wednesday, February 14, 2024 Editor's Note: Francesca L. Odell and Jennifer Kennedy Park are Partners, and Charity E. Lee is Counsel at Cleary Gottlieb Steen & Hamilton LLP.

225

225

IVSC

FEBRUARY 10, 2023

Nick Talbot IVSC Chief Executive Register here to receive an update when the Exposure Draft is launched The post Find out about the proposed updates to IVS! We are excited to share the latest proposed updates and look forward to gathering feedback as part of our consultation process.

Marketability 130

Marketability Business Valuation 130

Chris Curtain

SEPTEMBER 1, 2022

The post Here’s What You Should Know About Intellectual Property Valuation appeared first on Business Appraisal FL | GA. As a result, firms are coming to terms with the fact that intellectual property (IP) increasingly comprises the bulk […].

Appraisal 130

Appraisal Technology 130

Chris Curtain

AUGUST 10, 2022

The post What you need to know about small business valuations appeared first on Business Appraisal FL | GA. For some individuals, doing so represents the opportunity to create an enterprise with growth potential. For others, it reflects the chance to build a valuable asset for themselves and generations to follow.

Business Valuation 130

Business Valuation Appraisal 130

Law 360 M&A

APRIL 25, 2024

Department of Justice warned energy regulators Thursday about competitive risks that can arise from investment firms that own stakes in multiple electric utilities, even if they don't have controlling interests. The Federal Trade Commission and the U.S.

52

52

Machen McChesney

JANUARY 9, 2023

If you decide to use QuickBooks for your bookkeeping needs, you may have questions about implementation and using it to run your operations. Almost 40 years after its launch, QuickBooks® remains the leading accounting software program for small and medium-sized businesses.

84

84

Harvard Corporate Governance

APRIL 5, 2022

Posted by Matteo Tonello, The Conference Board, Inc., on Tuesday, April 5, 2022 Editor's Note: Matteo Tonello is Managing Director of ESG Research at The Conference Board, Inc.

Compliance 307

Compliance Banking Technology Marketability 307

Butcher Joseph & Co.

MAY 5, 2024

Louis Business Journal About the Sale Environmental Restoration to Its Employees. Louis Business Journal About the Sale Environmental Restoration to Its Employees appeared first on ButcherJoseph & Co. Rick Hennessey Talks to the St. The post Rick Hennessey Talks to the St.

80

80

Harvard Corporate Governance

AUGUST 10, 2023

Posted by Robert G. Eccles (Oxford University), on Thursday, August 10, 2023 Editor's Note: Robert Eccles is Visiting Professor of Management Practice at Oxford University Said Business School. This post is based on the author’s academic commentary on the HFSC hearing: “Examining Environmental and Social Policy in Financial Regulation.”

186

186

Harvard Corporate Governance

OCTOBER 5, 2023

Posted by Jean-Marie Meier (University of Pennsylvania), on Thursday, October 5, 2023 Editor's Note: Jean-Marie Meier is a Visiting Assistant Professor of Finance at The Wharton School, University of Pennsylvania, and Assistant Professor of Finance at the University of Texas at Dallas – Naveen Jindal School of Management.

Finance 210

Finance Firm Value 210

Harvard Corporate Governance

JUNE 17, 2022

My paper, What’s “Controversial” About ESG? It makes rules about what companies and investors must say to one another. A Theory of Compelled Commercial Speech under the First Amendment , analyzes these questions. The SEC is, at its core, a regulator of speech.

210

210

JPAbusiness

SEPTEMBER 26, 2023

"Great business leaders truly care about their people as much as they care about the output their people produce." Can a business leader be 'taught to care' about their people? That's the view of international executive coach Kevin Catlin. In our ebook, Surfer dudes, janitors and the Ritz-Carlton , we asked Kevin: Q.

82

82

Law 360 M&A

APRIL 8, 2024

Senate Majority Leader Chuck Schumer said Monday that he has requested more information about Capital One and Discover Financial Services' planned $35.3 billion merger, including data on the interest rates they charge and details about any potential layoffs that could stem from the deal.

52

52

Chris Curtain

AUGUST 3, 2022

The post What You Need to Know about the IRS Business Valuation Guidelines appeared first on Business Appraisal FL | GA. Often, such valuations are conducted at the onset of a financing or tax event within the business lifecycle. The IRS has specific business valuation guidelines for taxing purposes.

Business Valuation 130

Business Valuation Appraisal Finance 130

Butcher Joseph & Co.

APRIL 24, 2024

Louis Business Journal about the Sale of ITR to Crowe appeared first on ButcherJoseph & Co. Louis-based ButcherJoseph & Co., a boutique investment banking firm, served as the exclusive adviser to ITR Economics on its sale to Crowe. The post Tristan Tahmaseb Talks to the St.

Banking 87

Banking 87

Law 360 M&A

MAY 2, 2024

The current and former top brass of food processing company Archer-Daniels-Midland were hit with a derivative suit in Delaware federal court alleging they provided false information to investors about the company's growth and failed to disclose a U.S. Securities and Exchange Commission's investigation into its nutrition business.

52

52

NYT M&A

MARCH 13, 2024

The House plans to vote on Wednesday on a bill that would force TikTok’s Chinese parent to sell the popular social media app.

Mergers & Acquisitions 139

Mergers & Acquisitions Technology 139

Mckinsey and Company

DECEMBER 12, 2023

Public funding for biotech remains tenuous, but in 2022 and 2023 venture capitalists have continued to pour money into innovative platforms that could revolutionize the sector.

139

139

Mckinsey and Company

FEBRUARY 27, 2024

The physical shopping experience matters more than ever, says Value Retail founder Scott Malkin, whose company owns some of the world’s best-performing luxury shopping destinations.

111

111

Avanade

OCTOBER 9, 2023

Read more about the four themes we spotted at Sibos 2023 with the major topic of discussion being generative AI.

Banking 96

Banking 96

Reynolds Holding

MARCH 6, 2024

Empirically, in July 2023, the companies listed on the NYSE and Nasdaq employed an estimated 47.226 million people (about 41.317 million if the count is limited to listed companies with U.S. It is based on his recent article, “Getting Serious About Stakeholders,” available here. A virtuous cycle results. headquarters). headquarters).

Total Shareholder Return 69

Total Shareholder Return Marketability 69

Auto Dealer Valuation Insights

MARCH 22, 2024

With school in the home stretch and summer just around the corner, I wanted to share some insights I learned from reading “It’s Not About the Mangos” by Kent Coleman. The book’s setting revolves around a successful tire repair shop that Kent bought and the bumpy first few years he experienced.

52

52

Law 360 M&A

FEBRUARY 29, 2024

As lateral recruiting remains a key factor for law firm growth, partners considering a lateral move should be aware of a few commonly held myths — some of which contain a kernel of truth, and some of which are flat out wrong, says Dave Maurer at Major Lindsey.

97

97

Appraisers Blog

JULY 11, 2023

Eleven plus my grandfather bought 80 acres just outside of Bakersfield California when a grand scheme was ongoing about reserve oil for the Navy. One of the members kept up the taxes for about 60 years, finally hiring an attorney to separate the lands into those who would pay. The ownership had multiplied as estates passed on.

Appraisal 98

Appraisal 98

Norman Marks

MARCH 28, 2024

I have written a lot over the years about risk appetite and the value of risk appetite statements, both here on this blog and also in my books, especially World-Class Risk Management (2015) and Risk Management in Plain English: A Guide for Executives, Enabling Success through Intelligent and Informed Risk-Taking (2018).

Compliance 49

Compliance 49

Norman Marks

APRIL 15, 2024

I have been open for years about my preference for the ISO:31000 global risk management standard over the COSO products. (I I first explained my position at Alex Dali’s ISO 31000 Conference in Paris in 2011.) Back then, we had the 2009 version, which included a definition of risk and a set of principles. The definition […]

45

45

Harvard Corporate Governance

JULY 3, 2022

10,000 following about 30 different form letters that others energized, both for and against (few nuanced). 3,000 less detailed but many nuanced and equally impassioned from individual investors not otherwise identifying an affiliation. A breakdown of most of the first category by type illuminates. more…).

225

225