Join Jim McRitchie, proxy advisor John Glenn Grau and activist investor Michael Levin to discuss ESG via UPC: How can those concerned with environmental, social, and governance (ESG) issues use new universal proxy card (UPC) rules to run proxy contests? Could electing an ESG director have more impact than winning a dozen shareholder proposals? We u…

Jim McRitchie, BU Law’s Scott Hirst and UChicago Law’s Adriana Robertson discuss potential conflicts between record date notification and securities lending: Are “hidden agendas” a real problem? How do you deal with it? Do you typically recall all your shares for voting if you engage in share lending or do you recall none of your shares? Recall by …

Bruce Herbert and Jim McRitchie discuss the growth in responsible investment and changing grassroots investor perspectives, vote-counting in corporate America, and working with celebrity presenters for virtual shareholder meetings. Bruce Herbert is Founder and CEO of Newground Social Investment. NSI is well-known for its ESG-SRI money management, w…

David Webber and Jim McRitchie discuss David's book The Rise of the Working-Class Shareholder: Labor's Last Best Weapon and how to align trillions of dollars in worker pension and retirement assets with the best interests of its beneficiaries. David H. Webber is a Professor of Law and the Associate Dean for Intellectual Life at Boston University Sc…

Judy Samuelson is the founder and executive director of the Aspen Institute’s Business and Society Program. Signature programs under Judy’s leadership include a ten-year campaign to disrupt Milton Friedman’s narrative about corporate purpose, the Aspen Principles of Long-Term Value Creation, and a partnership with Korn Ferry to rethink executive pa…

Jackie Cook is Director, Stewardship, Product Strategy & Development in Morningstar's Sustainalytics’ Stewardship services team. Pioneer in applying automated text analysis to building structured datasets from unstructured corporate and investor disclosures. Motivated by a genuine belief in the power of investors and financial markets to move the d…

Former Delaware Chief Justice and Chancellor Leo E. Strine, Jr. and Jim McRitchie discuss a range of topics involving labor's role in stakeholder capitalism and other effective levers in the pursuit of corporate accountability and stewardship (with apologies to Sir Paul McCartney).Av Jim McRitchie

Corey Rosen, Jack Moriarty & Jim McRitchie discuss ESOPs and other structures that enable employee ownership and its role in stakeholder capitalism. Compelling research and decades of experience show that employee ownership is in fact a powerful tool to improve corporate performance – but only when companies have “ownership cultures” in which emplo…

Bill Burckart, Meredith Miller & Jim McRitchie discuss strategies and tools designed to address social and financial system challenges through collaborative action, setting industry standards, and creating a rising tide of investment opportunities for all investors.Av Jim McRitchie

Brandon Rees and Jim McRitchie discuss a host of issues related to Big Labor, Worker's Rights, ESG and the AFL-CIO's rich history of corporate engagement.