CII Spring 2019 Conference

Master Class: How to Achieve Engaged Ownership

To be held Monday, March 4, from 12:00 PM - 2:00 PM ET
Buffet lunch provided, available from 11:30 AM.

This two-hour session will focus on how investors, particularly in the active management category, do the heavy lifting of determining, on a company-by-company basis, the strengths and weaknesses of management oversight and stakeholder issues relevant to long-term performance. Class participants will come away with a practical understanding of how highly engaged investors glean their determinations and various approaches for acting on those determinations.

Part I. Interview (12:00 – 1:00)
Jeff Gramm, Co-founder of Bandera Partners and author
Andrew Cave, Head of Corporate Governance at Baillie Gifford International
Moderator: Aeisha Masagni, Portfolio Manager at CalSTRS

Part II. Panel Discussion (1:10-2:00)
Donna Anderson, Vice President and Head of Corporate Governance at T. Rowe Price
Bonnnie Saynay, Global Head of Responsible Investment at Invesco
Glenn Welling, CIO at Engaged Capital

All attendees are encouraged to take part in this supplemental professional enrichment program at the CII member rate of $295 (the fee for non-members is $395). Please contact Glenn Davis for more information.

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