Sat.Aug 27, 2022 - Fri.Sep 02, 2022

Universal Proxy Rules: Roadmap for Annual Meetings

Harvard Corporate Governance

Posted by Andrew Freedman, Kenneth Mantel, and Ian Engoron, Olshan Frome Wolosky LLP, on Thursday, September 1, 2022 Editor's Note: Andrew Freedman and Kenneth Mantel are partners and Ian Engoron is an associate at Olshan Frome Wolosky LLP. This post is based on their Olshan memorandum. Related research from the Program on Corporate Governance includes Universal Proxies (discussed on the Forum here ) by Scott Hirst. The rules adopted by the U.S.

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Meet The Speakers—2022 AAML/BVR National Divorce Conference

BVR

The 2022 AAML/BVR National Divorce Conference is just a little over a month away! Take a moment to meet a trio of our speakers. forensic accounting expert testimony

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Here’s What You Should Know About Intellectual Property Valuation

Chris Curtain

How to Value My Company’s Intellectual Property The Importance of Knowing Your IP’s Value As businesses continue to globalize and modernize in the present day, many are incorporating more technology and non-physical assets into their companies.

All My Rich Friends Sold “Too Soon”

Viking Mergers

If you are a business owner, I am willing to bet that you have asked yourself this question: “When should I sell my business?” The thought may even keep you up at night. If it does, you are not alone.

The Economics of Corporate Governance

Harvard Corporate Governance

Posted by Mathieu Pellerin (Dimensional Fund Advisors), on Tuesday, August 30, 2022 Editor's Note: Mathieu Pellerin is Senior Researcher at Dimensional Fund Advisors. This post is based on his recent paper. Dimensional’s recent paper The Economics of Corporate Governance provides a concise overview of the corporate governance literature. We focus on the governance of for-profit, publicly traded corporations and address two important questions.

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Meet The Speakers—2022 AAML/BVR National Divorce Conference

BVR

The 2022 AAML/BVR National Divorce Conference is just a little over a month away! Take a moment to meet a trio of our speakers. forensic accounting expert testimony

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What is a Discount for Lack of Marketability?

Chris Curtain

How Does a DLOM Affect My Company’s Value? How to Understand DLOM How Discounts for Lack of Marketability (DLOM) May Impact Your Business Valuation If you are a business owner, you have likely considered obtaining a business appraisal of your enterprise.

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Corporate Political Spending and State Tax Policy: Evidence from Citizens United

Harvard Corporate Governance

10 Newsletters to Keep Tabs on Startup Fundraising

Equidam

On Sunday morning, there’s nothing better than a good coffee and your favourite newsletter.

Lone Star wins $216mn damages as South Korean financial saga nears end

Financial Times M&A

Compensation is far less than $4.68bn Texas private equity group had sought from Seoul in 2012

Moving Internal Audits from Mundane to What Matters

Internal Audit 360

I t’s easy for internal audit to get stuck in a rut. We approach the year with plans to revise last year’s internal audit plan, but in the end, we don’t change that much. We move to the comfort zone and put the audits we know how to do and the ones that seem important on the audit plan.

Statement by Chair Gensler on Final Amendments to the Whistleblower Program

Harvard Corporate Governance

Posted by Gary Gensler, U.S. Securities and Exchange Commission, on Sunday, August 28, 2022 Editor's Note: Gary Gensler is Chair of the U.S. Securities and Exchange Commission. This post is based on his recent public statement. The views expressed in this post are those of Chair Gensler, and do not necessarily reflect those of the Securities and Exchange Commission or the Staff. Today, the Commission voted to adopt amendments to rules governing the SEC’s whistleblower program.

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California cuts inflation relief checks

Henry Horne

We all see on the news these days stories of rising prices. When it comes to gasoline, California is often singled out as having some of the highest prices in the nation.

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Heirs to Thatcher ignore her lead on industrial policy

Financial Times M&A

Conservative leadership rivals should not indulge in the ‘pseudo-patriotic hysteria’ over takeovers

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Cineworld Lights Dim Despite Returning Crowds

Global Finance

Movie-goers have returned after the pandemic but it wasn't enough to save Cineworld from bankruptcy

SEC Bulletin on Conflicts of Interest for Broker-Dealers and Investment Advisers

Harvard Corporate Governance

Posted by W. Hardy Callcott, Corin R. Swift, and Benjamin F. Farkas, Sidley Austin LLP, on Thursday, September 1, 2022 Editor's Note: W. Hardy Callcott and Corin R. Swift are partners and Benjamin F. Farkas is a senior managing associate at Sidley Austin LLP. This post is based on their Sidley memorandum. On August 3, 2022, the U.S.

Fintech in Africa: The end of the beginning

McKinsey Public & Social Sector Insights

Africa’s fintech industry is coming of age. In the face of political and economic challenges and a global pandemic, fintech on the continent is booming. Here’s what comes next. Insights on Financial Services Payments Africa

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Elon Musk cites Twitter whistleblower as new grounds to cancel $44bn deal

Financial Times M&A

Billionaire says allegations by ex-security chief, if true, breach several aspects of merger agreement

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How Retail Investing Improves Corporate Governance and Benefits Society

Reynolds Holding

Since 2020, new retail investors have flooded the securities markets, opening a record number of new brokerage accounts. Due to the ease of investing through commission-free trading apps and the ability to purchase fractional shares, a broader segment of the population is beginning to partake in direct investing. A 2020 FINRA-NORC study of new retail investors found that there has been an increase in the racial and ethnic diversity of new investors.

Turning Down the Heat on the ESG Debate: Separating Material Risk Disclosures from Salient Political Issues

Harvard Corporate Governance

Posted by Robert Eccles (Oxford University), and Daniel F. Crowley, K&L Gates LLP, on Thursday, September 1, 2022 Editor's Note: Robert Eccles is Visiting Professor of Management Practice at Oxford University Said Business School; and Daniel F.C. Crowley is a partner at K&L Gates LLP. This post was authored by Professor Eccles and Mr. Crowley.

Manager’s Guide to Goal Setting

Rhythm Systems Growth

Use the SMART Goals Framework. The SMART goals framework helps you set realistic goals that are measurable, attainable, relevant, specific, timely, and trackable. Many successful people across all industries use this framework to achieve success. These apply to individual, team, and company goals.

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Rio Tinto agrees to buy remaining Turquoise Hill stake for $3.3bn

Financial Times M&A

Buyout of Canadian miner will give Anglo-Australian group greater control over Mongolia’s Oyu Tolgoi copper mine

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Webinar: Power Tutorial

Biz Equity

BizEquity's Director of Client Success, Marie Donovan, and Scott Gabehart, Chief Valuation Officer, take you through BizEquity's 7-step valuation process in real-time.

Dealing with Activist Hedge Funds and Other Activist Investors

Harvard Corporate Governance

Posted by Martin Lipton, Wachtell, Lipton, Rosen & Katz, on Friday, September 2, 2022 Editor's Note: Martin Lipton is a founding partner of Wachtell, Lipton, Rosen & Katz, specializing in mergers and acquisitions and matters affecting corporate policy and strategy. This post is based on a Wachtell Lipton memorandum by Mr. Lipton, Steven A. Rosenblum , Karessa L. Cain , Sabastian V. Niles , and Anna Dimitrijevi?.

Strategic courage in an age of volatility

McKinsey Public & Social Sector Insights

Today’s challenging environment requires business leaders to hone their edge in three critical areas: insights, commitment, and execution. Strategy & Corporate Finance Insights Economic Studies Strategy

UBS scraps $1.4bn takeover of robo-adviser Wealthfront

Financial Times M&A

Deal announced in January would have grown Swiss bank’s presence in US wealth management

7 Tips for Nonprofits Implementing the New Lease Standard

Gross Mendelsohn

After numerous delays, the new lease standard has arrived.

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The Important Legacy of the Sarbanes Oxley Act

Harvard Corporate Governance

Posted by Michael W. Peregrine (McDermott Will & Emery) and Charles W. Elson (University of Delaware), on Tuesday, August 30, 2022 Editor's Note: Michael W. Peregrine is partner at McDermott Will & Emery LLP, and Charles W. Elson is Founding Director of the Weinberg Center for Corporate Governance and Woolard Chair in Corporate Governance (ret.) at the University of Delaware.

Overcoming the fear factor in hiring tech talent

McKinsey Public & Social Sector Insights

Providing the kind of experience and skill building that augments human capital can open up a much broader pool of candidates. Insights on People and Organizational Performance High Tech & Internet Human resources Talent

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How Cineworld got its largest shareholder wrong

Financial Times M&A

Plus, inside the Chelsea takeover and Klarna’s year gets worse

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Late Filing Penalties to be Waived for Some Taxpayers

Gross Mendelsohn

Certain late tax filers are about to see some relief. The IRS is abating the late filing penalties for various tax returns for 2019 and 2020 that were filed late or have not yet been filed. This announcement came on August 24, 2022, when the IRS issued Notice 2022-36.

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Statement by Commissioner Peirce on Final Amendments to the Whistleblower Program

Harvard Corporate Governance

Posted by Hester M. Peirce, U.S. Securities and Exchange Commission, on Sunday, August 28, 2022 Editor's Note: Hester M. Peirce is a Commissioner at the U.S. Securities and Exchange Commission. This post is based on her recent public statement. The views expressed in this post are those of Ms. Peirce and do not necessarily reflect those of the Securities and Exchange Commission or its staff.

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United States: Bond Bonanza

Global Finance

The US bond market is usually quiet during the summer months but not this year

Microsoft’s $75bn Activision deal threatened with in-depth UK competition probe

Financial Times M&A

Competition and Markets Authority gives US tech giant five days to address antitrust concerns

The future of (hybrid) work

McKinsey Public & Social Sector Insights

What does the future of work look like in Asia? How can leaders adapt to accommodate their employees’ wants and needs, attract new talent, and still ensure productivity? Future of Asia Podcasts Asia-Pacific Talent

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SEC Climate Disclosure Comments Reveal Diversity of Views

Harvard Corporate Governance

Posted by Subodh Mishra, Institutional Shareholder Services, Inc., on Wednesday, August 31, 2022 Editor's Note: Subodh Mishra is Global Head of Communications at Institutional Shareholder Services, Inc. This post is based on an ISS Corporate Solutions publication by Paul Hodgson, Senior Editor at ISS Corporate Solutions, Noam Cherki, Regulatory Affairs Intern, and Karina Karakulova, Director of Regulatory Affairs and Public Policy, at Institutional Shareholder Services.

Alibaba Opens Books To Auditors

Global Finance

Alibaba is one of more than a hundred Chinese companies currently on the provisional list of firms facing delisting from the New York Stock Exchange over transparency and national security concerns