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Know When to Hold Them: Best Practices for Ownership Guidelines

Date: Thursday, March 24, 2016
Time: 10:00 AM PT / 1:00 PM ET

Compensation and incentives for executives and board members are scrutinized from all angles—regulatory agencies, media, investors and governance groups—and the general rise in ownership targets is a clear response to calls for executive and directors to put more skin in the game. Because ownership remains perhaps the best way to mitigate excessive risk-taking incentives, changes to the way companies identify ownership guidelines and holding requirements will be a key topic in shareholder engagement discussions in 2016.

Join Equilar, Semler Brossy and Equity Methods for an in-depth discussion about trends in ownership guidelines for executives and board members and how they will affect companies and their leadership teams in the coming years.

Discussion Topics

  • Ownership policy design and value targets

  • Factors influencing the increase in holding requirements

  • The SEC’s proposed rules on hedging restrictions


Dan Marcec
Director of Content
Equilar, Inc.

David Outlaw
Manager, Valuation Services
Equity Methods

Seamus O’Toole
Managing Director
Semler Brossy Consulting Group