Date: 9/29/2021
Event start time: 12:00 PM E.T.
Event end time: 5:00 PM E.T.
Category: Seminar
Price: Members: $195; Nonmembers: $245


The BIG I – Investor and Issuer Invitational Forum

2021 Theme: Stakeholder Capitalism

12-5 pm ET, September 29, 2021 (Virtual)

About   |    Agenda    |    Speakers  

*Subject to change
All times in Eastern Time
Additional speakers to be announced soon

Wednesday, September 29
12:00-12:10 pm Welcome and Orientation
12:10-12:35 pm A Primer on Corporate Purpose
A brief overview of the evolution of “the business of business,” and the current state of thinking on the topic.
  • Amelia Miazad, Director and Senior Research Fellow, Business in Society Institute, Berkeley Law
12:50-1:30 pm The Seminal 2019 Business Roundtable CEO Letter – Watershed Moment?
In 2019 the BRT declared, “companies should serve not only their shareholders, but also deliver value to their customers, invest in employees, deal fairly with suppliers and support the communities in which they operate.” The Council of Institutional Investors responded with the statement, “Accountability to everyone means accountability to no one.” Has corporate philosophy actually experienced a pendulum swing away from shareholder primacy? Have corporate behaviors matched this commitment? Should they?
  • William Savitt, Partner, Wachtell Lipton Rosen & Katz
  • Roberto Tallarita, Lecturer on Law and Associate Director of the Program on Corporate Governance, Harvard Law School
  • Maureen Wolff, Chief Executive Officer, Sharon Merrill Associates (moderator)
1:45-2:30 pm The Relationship Between Corporate Performance and Purpose-Driven Corporate Strategy
By becoming purpose-driven, companies incorporate the needs of multiple stakeholders – shareholders, employees, customers, communities, etc. – into their strategic thinking, and their internal goal setting.  How do funds that employ their investment capital focused on purpose-driven corporations think about valuing these non-traditional corporate strategies? What type of corporate disclosures do they expect or want from public companies? What metrics do they look for; how do they measure success?
2:45-3:35 pm The Board’s Role in Corporate Purpose
Corporate boards of directors are often defined as a group of individuals elected by shareholders to represent shareholders’ interests. How does this traditional view square with the evolving and expanded view of corporate purpose? What role do corporate boards have in shaping and driving corporate purpose?
  • Robert Eccles, Visiting Professor of Management Practice, Saïd Business School, University of Oxford
  • Jane Okun Bomba, President, Saddle Ridge Consulting; Board Member, Brightview Holdings, Service Source International, and Clarivate PLC
  • Sam Levenson, Founder and CEO, Arbor Advisory Group (moderator)
3:50-4:20 pm Breakout Discussions
Informal, facilitator-led discussions around corporate purpose themes. Choose one discussion to join, and share your discoveries and pose questions to your peers.
  • Topic 1: Communicating Purpose - Explore how IR professionals are weaving purpose and the principles of stakeholder capitalism into their investor narrative.  
  • Topic 2: The Return on Purpose - Discuss the idea that operating with strong corporate purpose is good for shareholders as well as stakeholders more generally.
    • Facilitated by Michael Rosen, Director, Strategy and Growth, Chief Executives for Corporate Purpose (CECP)
4:30-5:00 pm Stakeholder Discussion: Approaching a Strategic Level Consensus
Harnessing the power of the participants’ views to drive consensus around solutions. What are the day’s learnings? How to collaborate to achieve mutually advantageous goals? What actions need to be taken and by whom?

IRC credential holders can claim up to 4 professional development units (PDUs) for participating in this program. IRC-credentialed volunteers and speakers may also earn PDUs. More information is available at