Harvard Corporate Governance

NOVEMBER 22, 2022

Each year, SquareWell Partners (“SquareWell”) publishes a study – The Playing Field – reviewing how 50 of the world’s largest asset managers (“Top 50”) are factoring governance and sustainability considerations within their investment decision-making processes and their approach to stewarding portfolio companies.

Marketability 189

Marketability 189

IVSC

APRIL 29, 2022

Join participants from around the world and hear from leading international experts on topics including the global economic outlook, the impact of inflation on valuation and the cost of capital, and the growing influence of digital assets in the investment world. Jennifer Simon Canada Managing Director (Valuation), CPP Investments.

Intangible Assets 246

Intangible Assets Finance Enterprise Value Corporate Finance 246

IVSC

MARCH 28, 2024

Alexander Aronsohn FRICS is a chartered surveyor with long and wide ranging experience encompassing residential asset management, commercial and residential development, rating, national and international valuation and investment. Alexander joined the IVSC as Director of Technical Standards (Tangible Assets) in 2019.

Marketability 264

Marketability Business Valuation 264

IVSC

JUNE 28, 2023

The current wave of innovation is one of the factors behind the rise of intangible assets, which now account for a larger proportion of corporate assets than tangible ones. This transformation towards more intangible assets has had profound effects on the valuation of assets and businesses.

Technology 147

Technology Intangible Assets Firm Value Business Valuation 147

Harvard Corporate Governance

MAY 26, 2022

It is important that investors have consistent and comparable disclosures about asset managers’ ESG strategies so they can understand what data underlies funds’ claims and choose the right investments for them. 1] Suffice it to say there are hundreds of funds and potentially trillions of dollars under management in this space.

Marketability 214

Marketability 214

Harvard Corporate Governance

APRIL 13, 2023

Posted by Dan Konigsburg and William Touche, Deloitte & Touche LLP, on Thursday, April 13, 2023 Editor's Note: Dan Konigsburg is a Senior Managing Director and William Touche is a London Senior Partner and Vice Chairman at Deloitte & Touche LLP. This post is based on their Deloitte memorandum. Investor engagement has taken off [1].

Equity 182

Equity Marketability 182

IVSC

APRIL 12, 2024

Yu Weiping, Vice Chairman of the Committee on Economic Affairs of the CPPCC National Committee, President of the CAS, and Mrs. Lim Hwee Hua, Acting Chair of the IVSC Board of Trustees, who both delivered significant speeches that underscored the importance of international cooperation in asset valuation. Yang Qing, Ms. Chen Si, Ms.

Intangible Assets 130

Intangible Assets Banking Appraisal Finance 130

Harvard Corporate Governance

FEBRUARY 14, 2023

Posted by Brigid Rosati, Kilian Moote, and Rajeev Kumar, Georgeson LLC, on Tuesday, February 14, 2023 Editor's Note: Brigid Rosati is Managing Director of Business Development; Kilian Moote is Managing Director; and Rajeev Kumar is Senior Managing Director at Georgeson. This post is based on their Georgeson memorandum.

200

200

Harvard Corporate Governance

OCTOBER 4, 2023

The recent increase included many resolutions on environmental and social (E&S) topics that asset managers rejected as “prescriptive” or “redundant.” more…)

Marketability 147

Marketability 147

Harvard Corporate Governance

JANUARY 12, 2023

Posted by Carey Oven, Michael Stephan, and Reem Janho, Deloitte LLP, on Thursday, January 12, 2023 Editor's Note: Carey Oven is National Managing Partner at the Center for Board Effectiveness and Chief Talent Officer, Michael Stephan is US Human Capital national managing partner and Reem Janho is Senior Manager at Deloitte LLP.

Equity 247

Equity 247

Harvard Corporate Governance

MARCH 25, 2023

Posted by Pat Tucker and Garrett Muzikowski, FTI Consulting, on Saturday, March 25, 2023 Editor's Note: Pat Tucker is a Senior Managing Director and Garrett Muzikowski is a Director at FTI Consulting. Meanwhile, large asset managers and proxy advisors continue to be the targets of loud anti-ESG pressure.

267

267

Harvard Corporate Governance

MARCH 14, 2024

Meme stock trading and consolidation in the asset management industry seem like unrelated topics but both can contribute to non-fundamental stock price movement. Related research from the Program on Corporate Governance includes Stock Investors’ Returns are Exaggerated (discussed on the Forum here ) by Charles Wang, Jesse M.

Corporate Finance 124

Corporate Finance Finance Marketability 124

IVSC

MAY 2, 2023

This webinar will explore topics such as the impact of inflation, and the potential effects of ongoing geopolitical tensions on global markets. Panellists David Larsen United States Managing Director, Alternative Asset Advisory, Kroll Mary Barth United States Professor of Accounting, Stanford University and Vice Chair of the U.S.

Banking 246

Banking Marketability 246

Harvard Corporate Governance

SEPTEMBER 12, 2023

trillion in equity assets under management in the region. we engaged with portfolio company directors and executives on topics ranging from board and committee leadership refreshment to their onboarding processes for new directors. The funds voted on 38,257 proposals across 4,231 companies in the region.

Equity 162

Equity 162

IVSC

JUNE 6, 2023

Mr Barbosa has author numerous articles on corporate and capital market law topics and is a frequent speaker at conferences in Brazil and abroad. Prior to this role Erica led the Real Assets Partnership Accounting team in Washington D.C. Mary Barth IVSC Trustee and Vice Chair of the Financial Accounting Foundation Mary is the Joan E.

Equity 130

Equity Mergers & Acquisitions Marketability 130

Harvard Corporate Governance

APRIL 28, 2023

Utkus; Stefano Giglio , Professor of Finance at Yale School of Management; Matteo Maggiori , Associate Professor of Finance at Stanford University Graduate School of Business; Johannes Stroebel , David S. Over the past decade, environmental, social, and governance (ESG) investing has experienced significant growth.

Finance 226

Finance Marketability Equity 226

Harvard Corporate Governance

AUGUST 9, 2023

Given the ubiquity, frequency and complexity of these threats, in March last year, the SEC proposed cybersecurity disclosure rules intended to help shareholders better understand cybersecurity risks and how companies are managing and responding to them. Currently, many public companies provide cybersecurity disclosure to investors.

Marketability 246

Marketability Technology 246

IVSC

MARCH 28, 2024

Alexander Aronsohn FRICS is a chartered surveyor with long and wide ranging experience encompassing residential asset management, commercial and residential development, rating, national and international valuation and investment. Alexander joined the IVSC as Director of Technical Standards (Tangible Assets) in 2019.

Marketability 130

Marketability Business Valuation 130

Harvard Corporate Governance

MAY 8, 2023

Posted by Benjamin Colton, State Street Global Advisors, on Monday, May 8, 2023 Editor's Note: Benjamin Colton is Global Head of Asset Stewardship at State Street Global Advisors. This post is based on his SSGA memorandum.

Capital Structure 246

Capital Structure Compliance Marketability 246

IVSC

JUNE 12, 2023

Carla Nunes Managing Director, Kroll Carla Nunes is a managing director in the Office of Professional Practice (OPP) of Kroll, based in the Philadelphia office, and a Kroll Institute Fellow. Carla is a frequent speaker in webinars and conferences on the topics of cost of capital, goodwill impairment and valuation in general.

Risk-free Rate 130

Risk-free Rate Intangible Assets Appraisal Business Valuation 130

Appraiser Newsroom

MAY 1, 2024

Topics to be covered include: Selling Valuation Services Using Visual Models Important Issues for the Next Generation of Valuers Business Development Wear the Shoes…and Other Lessons I Have Learned as a Successful Valuation Professional Looking to Improve in These Critical Areas?

Intangible Assets 52

Intangible Assets Business Valuation Appraisal 52

BV Specialists

NOVEMBER 6, 2023

If the individual wholly owned or was a partner in a business, you will need to consider placing a value on these estate assets, to properly and fairly include them in the settlement. Are there factors to consider in taking the company forward under new direction or management?

Business Valuation 95

Business Valuation Appraisal 95

IVSC

SEPTEMBER 30, 2022

Japheth Katto (Uganda) , is a corporate governance and financial services regulation consultant and managing partner of Japheth Katto Consult which focuses on board training and development, board evaluations, board searches and board remuneration surveys.

Banking 246

Banking Start-ups Marketability Finance 246

Harvard Corporate Governance

AUGUST 11, 2023

Larcker (Stanford University) , on Monday, August 7, 2023 Tags: CEO Pay , equity awards , Executive Compensation , pay versus performance , Proxy advisory , shareholder engagement How Governance Professionals Are Guiding Corporate Disclosure on E&S Topics Posted by Sarah Crowe and Charles Neidenbach, Nasdaq, Inc.,

Marketability 189

Marketability Compliance Equity 189

Reynolds Holding

SEPTEMBER 14, 2023

In a forthcoming volume, leading law, management, and finance scholars from around the world examine the theoretical underpinnings of the current governance framework as well as the relevant practices and the legal and policy issues relating to the dialogue between institutional shareholders and corporate boards.

Banking 64

Banking Finance Equity Marketability 64

Harvard Corporate Governance

OCTOBER 26, 2022

Posted by Benjamin Colton, Michael Younis, State Street Global Advisors, on Wednesday, October 26, 2022 Editor's Note: Benjamin Colton is Global Head of Asset Stewardship, and Michael Younis is Vice Presidents in Asset Stewardship at State Street Global Advisors. Our asset stewardship program includes: Corporate Engagement.

Marketability 130

Marketability 130

Appraisal Rights

APRIL 7, 2021

In this new post , major asset manager Alger spotlights the growing cannabis sector and underscores investors’ opportunities alongside increased public support and favorable legislative changes. For more on factors affecting cannabis business valuation, including regulatory changes and legalization pushes, see our topic area.

Business Valuation 52

Business Valuation 52

John Jenkins

NOVEMBER 30, 2022

Dechert recently published its 2023 Global Private Equity Outlook Survey, which surveyed 100 senior executives of PE firms with $1 billion or more in assets under management in the North American, EMEA and APAC markets.

Equity 40

Equity Marketability 40

Appraisers Blog

NOVEMBER 21, 2023

Well, I mean, this is a long standing problem in real estate loan management. I just wrote an article worthy post on this topic, on a ten year old thread, just today. The appraisal management industries betrayal of trust to every appraiser in this nation and every borrowing customer whom seeks GSE loans, is nearly complete.

Appraisal 61

Appraisal Marketability 61

Audit Board

DECEMBER 25, 2022

The outstanding speakers for AuditBoard’s webinars covered emerging risk topics impacting organizations like auditing Environmental, Social, and Governance (ESG) programs, cybersecurity, inflation, and Diversity, Equity, and Inclusion (DEI). The next topic that attracted the attention of attendees was third-party risk management (TPRM).

Compliance 52

Compliance Start-ups Technology Equity 52

Value Scope

JULY 21, 2020

It was a hot topic before the COVID pandemic, in discussions to measure and value how companies engaged in sustainable and societally beneficial activities. It will return as a topic across the business, regulatory, and investment communities again soon. We can value ESG assets and their impact on a business today.

Intangible Assets 130

Intangible Assets Beta Alpha Unlevered Beta 130

Reynolds Holding

MAY 13, 2024

In the process, they have imposed a large cost on the public for a situation that they managed inadequately. Again, this is not a critique of a higher equity capital, rather a call for reform of regulation and supervision, a critical topic concerning the governance of the Federal Reserve System. Industry concentration has costs.

Banking 64

Banking Equity Marketability Finance 64

IVSC

JANUARY 26, 2022

With a training and background in business, information systems and non-profit association management, my career has increasingly progressed over the past three decades to prepare me to successfully lead ASA. My education and work experience has directly led to my current role as CEO for ASA. Here in the U.S.

Appraisal 246

Appraisal Business Valuation Technology Intangible Assets 246

IVSC

JUNE 5, 2023

Megan was previously global chief economist at John Hancock/Manulife Asset Management, founder and chief economist at Maverick Intelligence, head of European Economics at Roubini Global Economics and the euro crisis expert at the Economist Intelligence Unit.

Banking 130

Banking Treasury Marketability 130

Audit Board

JUNE 1, 2022

Upcoming topics for FutureRisk — AI, cybersecurity, supply chain, TPRM, and more! John Wheeler John Wheeler shares his vision for his new FutureRisk series and upcoming topics. Richard Marcus: Risk management certainly is getting harder and more complicated, so these topics are certainly going to be valuable for risk professionals.

Compliance 52

Compliance Technology 52

Appraiser Newsroom

JUNE 1, 2022

DLL hosted a special in-person offering of ASA’s ME203 Machinery and Equipment Valuation Advanced Topics course this past month taught by Senior Instructor, Jack Beckwith, ASA , for DLL Global Asset Managers. To view ASA’s upcoming schedule for machinery and technical specialty appraisers, click here.

Appraisal 52

Appraisal Marketability 52

IVSC

OCTOBER 31, 2023

Board of Trustees Advisory Forum Working Group Standards Review Board Tangible Assets Board Engaging with Influential European Stakeholders The IVSC routinely uses physical meetings to undertake engagement with key stakeholders, including regional and national standard setters and regulators, as well as VPOs and end user communities.

Intangible Assets 130

Intangible Assets Appraisal Business Valuation Banking 130