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"Investment Stewardship: Understanding the 'New Era' of Expectations and Engagement"

Thursday, October 28, 2021

2:00 - 3:00 pm, eastern [archive and transcript to follow]

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As we prepare for the 2022 proxy season, it's time to take stock of how "investment stewardship" has changed...and how it's stayed the same. This program will help you understand how stewardship teams are operating these days - and what that means for your board, your engagements, and your voting outcomes. Join these experts:

  • Donna Anderson, VP & Head of Corporate Governance, T. Rowe Price
  • Ning Chiu, Partner, Davis Polk & Wardwell LLP
  • Michelle Edkins, Managing Director, BlackRock Investment Stewardship
  • Caitlin McSherry, VP & Director of Investment Stewardship, Neuberger Berman

This program will cover:

  • What Investment Stewardship means to each investor
  • Background on Investment Stewardship teams (how they are set up and where they sit in the organization)
  • How policies are developed - and how voting decisions are made
  • Insights on teams working with portfolio managers or active managers
  • Engagement do's & don'ts
  • Areas of recent focus
  • Common misperceptions

Cost: Members of this site are able to attend this critical webcast at no charge. If you're not yet a member, subscribe now. The webcast cost for non-members is $595. You can sign up by credit card online. If you need assistance, send us an email at - or call us at 800.737.1271.

Continuing Legal Education: We will apply for CLE credit in all applicable states (with the exception of SC and NE who require advance notice) for this 1-hour webcast. You must submit your state and license number prior to or during the program. Attendees must participate in the live webcast and fully complete all the CLE credit survey links during the program. You will receive a CLE certificate from our CLE provider when your state issues approval; typically within 30 days of the webcast. All credits are pending state approval.

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What you can do if you can't access the live program: If you have a scheduling conflict or have problems accessing webcasts generally (due to firewalls, etc.), an audio archive of the webcast will be posted a few hours after the program - and a text transcript of the program will be posted on about two weeks after the live webcast.