BPP OC and Konstantinos Sergakis, BPP OC Chair
The purpose of the annual Forum is to allow all types of stakeholders to discuss the proxy voting advisory and research industry and its Best Practice Principles (BPP).
The BPP Oversight Committee (BPP OC) annual review of the BPP and the public compliance statements of each BPP Signatory will be presented and discussed at the Forum with investors, listed companies, regulators and stakeholders.
The Forum is convened by the BPP OC as mandated by the 2019 Best Practice Principles for Providers of Shareholder Voting Research & Analysis. The five members of the BPP Group (BPPG) represent: Federated Hermes EOS, Glass Lewis, ISS, Minerva Analytics, PIRC.
Panel Discussion: Principle One: Service Quality
Bruce Duguid, Head of Stewardship, EOS
Georgina Marshall, Global Head of Research, ISS
Valerio Novembre, Senior Policy Officer, ESMA
Luz Rodriguez, Director of Corporate Governance and Legal Services, Colorado PERA
Maria Larsson, Senior legal advisor, Confederation of Swedish Enterprise
Moderated by: Michael Herskovich, Global Head of Stewardship & Proxy Voting, BNP Paribas AM
Panel Discussion: Principle Two: Conflict of interest avoidance or management
Jared Brandman, Senior Vice President, General Counsel and Secretary, National Vision
Nichol Garzon-Mitchell, Chief Legal Officer, SVP Corporate Development, Glass Lewis
Rob Hardy, ESG Corporate Governance Director, Capital Group
Moderated by: Amy Borrus, Executive Director, CII
Panel Discussion: Principle Three: communication policy
Marine Corrieras, Division doctrine émetteurs, Autorité des marchés financiers (AMF)
Mary Francis, Corporate Secretary and Chief Governance Officer, Chevron Corporation
Alan MacDougall, Founder & Managing Director, PIRC
Andy Mason, Head of Active Ownership, Aberdeen Standard Investments
Sarah Wilson, Founder & CEO, Minerva Analytics
Moderated by: Hope Mehlman, CLO, General Counsel & Corporate Secretary, Discover