Harvard Corporate Governance

MARCH 5, 2024

But for some organizations, balancing talent discussions among the long list of topics on board agendas could be challenging. Ultimately, at the center of all this change are the people inside organizations doing the work. Many respondents believe their boards need to be more proactive about discussing talent-related priorities.

Equity 231

Equity Technology 231

Harvard Corporate Governance

MAY 13, 2022

John Galloway: By way of context, the team I lead is responsible for investment stewardship activities for Vanguard’s internally managed equity funds, which are principally index funds. When I speak about Vanguard’s approach to Investment Stewardship, I’m referring specifically to our internally managed equity funds.

Equity 206

Equity Marketability 206

Harvard Corporate Governance

OCTOBER 27, 2023

Wang; and Share Repurchases, Equity Issuances, and the Optimal Design of Executive Pay (discussed on the Forum here ) by Jesse Fried. In this article, we shed light on the potential pitfalls associated with the implementation of share buybacks, a topic that merits exploration in the realm of corporate governance. more…)

Dividends 157

Dividends Finance Equity 157

BVR

MARCH 28, 2022

—now includes analyzing such concepts as invested capital premiums and equity-based premiums, transaction synergies and strategic values, marketability, and levels of control.

Equity 187

Equity Marketability Business Valuation 187

Harvard Corporate Governance

SEPTEMBER 22, 2022

A little more than 12 years after the 2010 Dodd-Frank Act was signed into law, the SEC has issued final rules on the topic. This approach effectively accrues the equity value over the vesting period, with the heaviest impact on value likely to be in the year of grant. Bebchuk and Jesse M.

Equity 169

Equity Marketability 169

Harvard Corporate Governance

JULY 21, 2022

Around the globe, diversity, equity, and inclusion (DE&I) has grown to become a critically important boardroom topic given the increasing focus by legislatures, regulatory bodies, stock exchanges, investors, and the general public. This post is based on a Russell Reynolds memorandum by Mr. O’Kelley, Mr. Fields, Ms.

Equity 130

Equity Marketability 130

Harvard Corporate Governance

NOVEMBER 5, 2022

This post provides an overview of shareholder resolutions filed at Russell 3000 and S&P 500 companies through mid-July 2022, including trends regarding the volume and topics of shareholder proposals, the level of support received by those proposals when put to a vote, and the types of proposal sponsors.

Equity 331

Equity Marketability 331

Harvard Corporate Governance

SEPTEMBER 5, 2023

More pay equity-related proposals see significant levels of shareholder support. Pay equity, a significant focus for investors and activists, saw increased shareholder proposal activity in the first half of 2023. This post is based on an Orrick memorandum by Mr. Ho, Mr. Bee, Mr. Goudy, Crystal Milo , and Carolyn Frantz. more…)

Equity 109

Equity 109

BVR

MAY 25, 2022

The Cost of Capital Professional platform provides you with a comprehensive range of tools that enable you to compute cost of equity and WACC estimates easily and effectively allowing you to determine your cost of capital with minimal fuss. What follows is a selection from a comprehensive article on the topic written by Jim Alerding.

Equity 113

Equity 113

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. Mary Barth IVSC Trustee and Vice Chair of the Financial Accounting Foundation Mary is the Joan E. Horngren Professor of Accounting, Emerita at Stanford University, Graduate School of Business (GSB).

Equity 130

Equity Mergers & Acquisitions Marketability 130

Harvard Corporate Governance

JUNE 28, 2023

Among the various anti-ESG proposal categories, those focused on social topics have seen a significant increase: a 46% rise in submissions (67 in 2023 to-date compared to 46 in 2022). So far in 2023, proponents have filed 27 anti-ESG proposals related to diversity, equity and inclusion (DEI) issues, a number that has grown each year.

Equity 226

Equity 226

Harvard Corporate Governance

APRIL 13, 2023

The Deloitte Global Boardroom Program analyzed voting policies of 101 large investors to highlight investor concerns for the 2022 AGM season on a selection of headline topics (see sidebar): environmental, social and governance (ESG), diversity, equity and inclusion (DEI), board composition and board independence, and executive pay.

Equity 169

Equity Marketability 169

John Jenkins

APRIL 5, 2023

I was searching for blog topics recently and came across this interesting piece from Institutional Investor about how private equity executives are confiding in their “coaches” over the troubles that they’re facing in the current environment: Falling private-market valuations and a tougher fundraising environment are starting to weigh (..)

Equity 64

Equity Marketability 64

Harvard Corporate Governance

MAY 17, 2022

This is the case given continued investor focus on environmental, social, and governance (ESG) matters, renewed pressures on diversity, equity, and inclusion (DE&I) initiatives, and increased attention to the corporation’s social voice. Established Procedures.

Equity 220

Equity 220

John Jenkins

DECEMBER 1, 2023

The first topic covered by the blog was how to deal with outstanding target equity awards. Typically, those awards are into buyer equity awards and new hires and incoming employees may also be granted additional awards. […]

Equity 40

Equity Comps Marketability 40

Harvard Corporate Governance

JANUARY 12, 2023

For example, many of the topics under ESG are workforce-related matters that have become front and center for many boards.

Equity 239

Equity 239

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 152

Equity 152

Harvard Corporate Governance

OCTOBER 17, 2022

On December 15, 2021, the SEC released a new proposed rule that would significantly expand required disclosure concerning an issuer’s repurchases of its equity securities listed on a U.S. Proposed Rule on Share Repurchase Disclosures. Proposed Rule on Share Repurchase Disclosures.

Equity 205

Equity 205

Harvard Corporate Governance

SEPTEMBER 28, 2023

more…)

Marketability 220

Marketability Finance Equity 220

Brian DeChesare

JANUARY 24, 2024

Let’s start with the elephant in the room: yes, we’ve covered the growth equity case study before, but I’m doing it again because I don’t think the previous examples were great. So, you can think of this example and tutorial as “Growth Equity Case Study: The Final Form.” They over-complicated the financial model (e.g.,

Equity 102

Equity Private Equity Firm Start-ups Comps 102

John Jenkins

SEPTEMBER 15, 2023

This Debevoise update may be a little different from our usual blog topics, but I worry that the EU’s Corporate Sustainability Reporting Directive (“CSRD”) — which requires companies to disclose significant sustainability information — is a “sleeper issue” that isn’t getting the attention it deserves.

Equity 49

Equity Private Equity Firm 49

Appraisers Blog

SEPTEMBER 7, 2022

Oh wait, haven’t some AMCs and others already claimed to be such magicians when it comes to this topic? Related Posts: Racial Targeting Under the Heading of Diversity, Equity &… This time around, the racial targeting is masked as a virtue under the heading “Diversity, Equity and Inclusion,” or “DEI.”…. Here is a thought.

Appraisal 98

Appraisal Equity Marketability 98

Benzinga

MARCH 28, 2023

cannabis companies are generating more revenue, the lack of progress in federal prohibition, weakness in equity markets and high-interest rates make it difficult for companies to sell stocks and raise capital, causing cash to become an essential asset. Although U.S. Full story available on Benzinga.com

Equity 52

Equity Marketability Finance 52

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

John Jenkins

APRIL 20, 2022

Our new Deal Lawyers Download podcast features my interview with Lippes Mathias’ John Koeppel about current trends in private equity deals. Topics addressed in this 12-minute podcast include: –How has the increasing competition for deals impacted the deal process? – What trends are you […]

Equity 40

Equity Finance Marketability 40

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. The survey includes a spotlight on each of the major global markets and addresses a range of topics relating to […]

Equity 40

Equity Marketability 40

Cooley M&A

JUNE 7, 2021

Partners John McKenna and Luke Cadigan joined PwC to discuss SPACs, tax, audit, legal, and other relevant topics for finance and legal professionals at venture capital and private equity funds. This event took place on Tuesday, June 22, 2021 at 11:00 AM PDT. Click here to register and view the recorded event. John McKenna.

Equity 52

Equity Finance 52

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. Panellists. Chair, Corporate Reporting Users Forum (CRUF).

Intangible Assets 246

Intangible Assets Finance Enterprise Value Corporate Finance 246

ThomsonReuters

DECEMBER 11, 2023

Accounting for tax equity investments Implementing ASU 2023-02 Accounting professionals with equity investor clients who are involved with projects to receive income tax credits and other income tax benefits need to have a clear understanding of the proportional amortization method (PAM), especially in light of recent changes.

Equity 52

Equity Finance Marketability 52

Harvard Corporate Governance

MARCH 1, 2024

Kovacs, Innisfree M&A Inc., Drewry, and Joshua M. Dubofsky, Latham & Watkins LLP, on Thursday, February 29, 2024 Tags: Activism , ESG , Proxy advisors , Shareholder activism BlackRock Updated 2024 U.S.

Treasury 100

Treasury Technology Equity 100

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). Extremely relevant topic - kudos to Richard and John for the presentation.”.

Start-ups 52

Start-ups Compliance Equity Technology 52

IVSC

OCTOBER 31, 2023

The Europe Committee also dedicated time to discuss the ongoing topic of ‘prudent value,’ as outlined in the Basel III requirements. The panel explored a diverse range of topics, from the influence of AI and technology in valuation processes to the increasing significance of ESG and sustainability considerations.

Intangible Assets 130

Intangible Assets Appraisal Business Valuation Banking 130

Brian DeChesare

JUNE 26, 2023

Effective June 30 th , 2023 (Friday), we are splitting the main financial modeling course (“Financial Modeling Mastery”) into 3 separate courses : Core Financial Modeling, Advanced Financial Modeling, and VC / Growth Equity Modeling. Create some advanced content but turn each major topic into a separate 10-hour course (e.g.,

Start-ups 59

Start-ups Equity Banking Finance 59

RNC

AUGUST 15, 2023

Equity valuation holds significance. However, like any tool, equity valuation models present their fair share of challenges and limitations. In this blog post, we will delve into the balance, between precision and practicality, in equity valuation. Discuss strategies to overcome these hurdles.

Equity 52

Equity Discounted Cash Flow Equity Financing Business Valuation 52

Shephard Mullin M&A

OCTOBER 5, 2023

The NPRM would substantially expand both the filing process and substantive antitrust review for Private Equity (“PE”) firms and other investors seeking to clear transactions that trigger the filing requirements of the HSR Act. Associates” of the buyer), thus requiring additional information from private equity funds.

Private Equity Firm 52

Private Equity Firm Equity Mergers & Acquisitions 52

RNC

AUGUST 22, 2023

Equity valuation holds significance. However, like any tool, equity valuation models present their fair share of challenges and limitations. In this blog post, we will delve into the balance, between precision and practicality, in equity valuation. Discuss strategies to overcome these hurdles.

Discounted Cash Flow 52

Discounted Cash Flow Equity Equity Financing Business Valuation 52

Benzinga

AUGUST 5, 2022

Ltd ("Life Infinity"), one of the leading integrated health management service providers in China, and its existing shareholders with an aggregate amount of over RMB140 million to acquire a controlling equity interest in Life Infinity, to expand into the rapidly growing health management market in China.

Technology 52

Technology Equity Marketability 52