Annual Forum: BPP OC for providers of shareholder voting research & analysis

Presented by

BPP OC and Konstantinos Sergakis, BPP OC Chair

About this talk

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
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