【CFA Japan Seminar Announcement】
Title: Trends in US Corporate Governance
Date: July 19th (Friday), 2019, 18:30-20:00
Venue: Conference A, Otemachi Place Conference Center, 1st Floor, Otemachi Place, 2-3-1 Otemachi, Chiyoda-ku, Tokyo
※Please note the seminar venue is NOT FINE TOKYO at this time. Otemachi Place is 1 minute walk from A5 Exit of Otemachi Station of Tokyo Metro Subway.
*Otemachi Place is a new building that is 1 minute walk to cross the street from FINE TOKYO.
Specialty Focus Areas: Standards, Ethics and Regulations, Equity Investments(CE credit eligible)
Speaker: Ms. Annalisa Barrett (Senior Advisor, KPMG Board Leadership Center)
Fee: CFA Japan Members, CFA Members of other societies, Associate Members, Professional Members：Free, Candidate Non Members: JPY 2,000, Non-members: JPY 3,000
· Governance Expectations of US Institutional Investors – What are the governance issues that are most important to the largest asset owners and asset managers in the US? How do US activist investors decide which companies to target?
· Board Composition – How are US companies ensuring that the board includes directors with the right mix of skills and demographics (e.g., gender, age, ethnic and racial background) to maximize effective decision making in the boardroom?
· Board Evaluations – How do the most successful boards implement board evaluation programs that provide constructive feedback on the board and committee practices and allow for directors to receive input from their fellow directors without disrupting board dynamics
Annalisa Barrett is a Senior Advisor with the KPMG Board Leadership Center, where she plays a key role in the development of research and thought leadership and advises directors on emerging trends in corporate governance. She has been quoted on corporate governance and board practices in the New York Times, Bloomberg, and the Financial Times, and her research has been featured in the Wall Street Journal.
Prior to joining KPMG, Barrett was CEO of Board Governance Research LLC. Barrett was also a Senior Advisor for ValueEdge Advisors, and Vice President and Senior Research Associate at The Corporate Library (now MSCI ESG Research). She previously was a Research Consultant in the Executive Compensation practice at Towers Perrin (now Willis Towers Watson) and a Tax Consultant in the Family Wealth Planning practice of Arthur Andersen.
Barrett is an adjunct lecturer at the University of San Diego School of Business, where she teaches graduate courses in corporate governance. In 2018, she was appointed to the California Insurance Diversity Task Force, which works to increase the diversity of insurance company boards.
For over a decade, Barrett has served on the board of the Corporate Directors Forum, which provides governance education and peer networking for corporate directors. In 2008, she was named a Millstein Rising Star in Corporate Governance by the Millstein Center for Global Markets and Corporate Ownership at Columbia Law School. She is a Fellow of the US-Japan Leadership Program, a member of the International Corporate Governance Network, the Society for Corporate Governance, and the 30% Coalition. Barrett also serves as the San Diego Campaign Co-Chair for 2020 Women on Boards. She holds an MBA, with distinction, from the Ross School of Business at the University of Michigan. She resides in San Diego, California with her husband and two young children.