Council of Institutional Investors

Save the Date for the Spring Conference & 40th Anniversary Join Us at CII’s 2025 Spring Conference: Celebrating Four Decades of Impact. At the conference, we will reflect on four decades of progress and milestones in corporate governance while exploring today’s most pressing issues. The program will include deep dives into our achievements, discussions on current issues, and strategic insights on where we’re headed. Don’t miss this opportunity to connect with other CII members and key stakeholders, and celebrate CII’s lasting legacy and future vision. Registration will open in early December. CII's events are closed to the public, but prospective new members may be eligible to attend. For more information, email events@cii.org.

Just in time for your commute home, check out our last podcast of 2024! Episode 2023: A Tale of Three Perspectives: How GNFs, Annual NAFs, and Triennial NAFs Experience the PCAOB Inspection Deficiency Remediation Process with our esteemed guest speaker Ally Zimmerman, PhD, CPA (OH), CMA and the best host in #corporategovernance Jeff Mahoney. In this episode, Jeff interviews Ally Zimmerman, the Madeline Duncan Rolland Associate Professor of Business Administration at Florida State University. Professor Zimmerman is the co-author of a recent paper entitled “A Tale of Three Perspectives: How GNFs, Annual NAFs, and Triennial NAFs Experience the PCAOB Inspection Deficiency Remediation Process.” Read the paper here: https://lnkd.in/epNyQP7H Listen at https://lnkd.in/dZkR5Pp or wherever you get your podcasts. #thevoiceofcorporategovernance #podcast #corpgov #accounting

CII’s Robert McCormick recently sat down with Farient Advisors LLC to discuss governance trends and developments, CII’s policy focus and perspectives, and more: https://lnkd.in/euBXvJmg #CorporateGovernance

Stanford partners with ValueAct Capital in latest Closer Look - The CEO Scorecard. Explores deficiencies in the CEO selection process and considers how succession can improve by explicitly evaluating candidates against company objectives and goals. Why don't more companies use an outcomes-based scorecard to evaluate CEO talent? Would succession process improve if talent evaluation more closely resembled investment research? #esg https://lnkd.in/gnHtKvdz Mason Morfit Amit Seru David Larcker

As allocations ramp up on the private side, FT recalls Jamie Dimon's comments at the CII conference: "[T]hey don't have the same transparency and liquidity and research . . . is that what you want?"

Episode #202: The Top Ten Most Important Events Affecting Institutional Investors here in Washington, D.C. - is out now!

Next Intel Drop Incoming We’re gearing up for a monumental #CIISpring Conference as #CIITurns40, and the excitement is building for our special celebration at the iconic International Spy Museum! Mark your calendars for December 18, when we’ll release the next piece of classified intel about this unforgettable night of intrigue, secrets, and celebration. Stay sharp while we work with our best operatives- our #legacy sponsors: Innisfree M&A Incorporated | ISS STOXX | PwC | PJT Partners | T. Rowe Price More details coming soon! #TopSecret | #MissionAnniversary | #CorporateGovernance | #CIITurns40 #CIISpring2025 | #SpyMuseum

Our team at CII wishes you and your loved ones a healthy and happy Thanksgiving celebration. Today, we are reflecting on our gratitude for our members, partners, and team members.

Thank you to the Institute for Corporate Governance & Finance at NYU School of Law, especially Edward Rock and Nadia Jannetta, for another year of great partnership in hosting a successful Corporate Governance Bootcamp. Many thanks also to this year's participants for their engagement and insightful input during the sessions! We will look forward to convening next year for more learning.   We also want to recognize our excellent speakers, including David A. Katz of Wachtell, Lipton, Rosen & Katz; Robert J. Jackson, Jr., Ryan Bubb, Stephen Choi, and Emiliano M. Catan of New York University School of Law; April Klein of NYU Stern School of Business; Jacqueline Condron of Mellon Investment; Theresa Molloy, LMSW of Prudential Financial; Yumi Narita of Office of the NYC Comptroller; Catherine Winner of Goldman Sachs Asset Management; Kyle R. Seeley of New York State Common Retirement Fund; Pat McHugh of Okapi Partners; Geoffrey Sorbello of Elliott Investment Management L.P.; Scott Winter of Innisfree M&A Incorporated; The Honorable Karen Valihura, Justice, Delaware Supreme Court; Nishesh Kumar of J.P. Morgan Asset Management; Donna F. Anderson, CFA and Josepha Kaufman of T. Rowe Price; Arnaud Ajdler of Engine Capital; Gilbert Casellas, NACD.DC®️ of Prudential Financial; and Anne Sheehan, Director, Janus Henderson Group, Victoria's Secret.   Learn more about other CII events, including our spring conference, on our website: https://lnkd.in/ezr3Cpi7

Check out the latest #VoiceofCorporateGovernance podcast, featuring CII's General Counsel Jeff Mahoney's interview with Cindy Schipani, the Merwin H. Waterman Collegiate Professor of Business Administration and Professor of Business Law at the University of Michigan. Professor Schipani is the co-author of a recent Harvard Business Law Review article entitled “Insider Trading by Other Means.” Read it here: https://lnkd.in/eK99E-Mc