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George Dallas and Mike Lubrano: Governance, Stewardship & Sustainability.
Manage episode 356483551 series 2910083
0:00 -- Intro.
1:38 -- Start of interview.
2:56 -- George's "origin story." He's based in London since 1988. About his new role at the European Corporate Governance Institute (ECGI).
7:24 -- Mike's "origin story." On his experience with ADRs and cross-listings with Latin American companies. His experience working at NYC and Mexican law firms, the World Bank, the International Finance Corporation (IFC), OECD-Latin America Roundtable on Corporate Governance and Cartica Management.
15:52 -- On the origin and focus of their book "Governance, Stewardship and Sustainability." (2nd edition 2022). Based on (and used for) the ICGN course of the same name.
20:37 -- How they define stewardship, sustainability and ESG.
27:22 -- On ICGN Global Stewardship Principles and ICGN Global Governance Principles. The G20/OECD Principles of Corporate Governance.
31:07 -- On their ESG methodology, proposed in their book.
34:52 -- The Volkswagen Dieselgate scandal and case study.
39:51 -- On two-tiered boards, employee representation on boards, and purpose of the corporation (stakeholder v shareholder visions).
43:00 -- On the politicization of governance and the "anti-ESG" trend in the U.S.
48:20 -- On large asset managers passing-through voting power to beneficial owners (see BlackRock's Voting Choice).
51:17 -- Thoughts and recommendations for directors regarding shareholder activism (from Mike Lubrano)
53:44 -- Activism in emerging markets, and/or in controlled companies.
56:58 -- Thoughts and recommendations for directors (from George Dallas).
59:20 - What are the 1-3 books that have greatly influenced your life:
George:
- The Art of Loving, by Erich Fromm (1956)
- Author: Amor Towles.
Mike:
- Author: Terry Pratchett (valued for his irreverence)
- Author: Tony Judt (historian)
- Author: Enrique Krauze (Mexican historian)
01:00:51 - Who were your mentors, and what did you learn from them?
- George: John Holcomb (academic), Bob Monks and Nell Minow, Prof Christian Strenger (Germany)
- Mike: Stephen Davis, George Dallas, Mats Isaksson (ex OECD)
01:03:46 - Are there any quotes you think of often or live your life by?
- George: From Galatians 5:22-23, the fruit of the Spirit: “But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness, gentleness and self-control.”
- Mike: "Good is good, too good is no good." (from his Sicilian grandmother)
01:05:12 - An unusual habit or an absurd thing that they love:
- George: he plays in the banjo in local bluegrass band.
- Mike: backyard pizza maker.
01:06:14 - The living person they most admire:
- George: John Lewis (recently passed) and Jimmy Carter.
- Mike: Barack Obama.
George Dallas is the Head of Content at the European Corporate Governance Institute (ECGI) and former Policy Director at the International Corporate Governance Network (ICGN).
Mike Lubrano is a Managing Director of Valoris Stewardship Catalysts and former Managing Director of Corporate Governance and Sustainability at Cartica Management, LLC.
__
You can follow Evan on social media at:
Twitter: @evanepstein
LinkedIn: https://www.linkedin.com/in/epsteinevan/
Substack: https://evanepstein.substack.com/
__
Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
You can follow Evan on social media at:
Twitter: @evanepstein
LinkedIn: https://www.linkedin.com/in/epsteinevan/
Substack: https://evanepstein.substack.com/
__
You can join as a Patron of the Boardroom Governance Podcast at:
Patreon: patreon.com/BoardroomGovernancePod
__
Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
137 episodes
Manage episode 356483551 series 2910083
0:00 -- Intro.
1:38 -- Start of interview.
2:56 -- George's "origin story." He's based in London since 1988. About his new role at the European Corporate Governance Institute (ECGI).
7:24 -- Mike's "origin story." On his experience with ADRs and cross-listings with Latin American companies. His experience working at NYC and Mexican law firms, the World Bank, the International Finance Corporation (IFC), OECD-Latin America Roundtable on Corporate Governance and Cartica Management.
15:52 -- On the origin and focus of their book "Governance, Stewardship and Sustainability." (2nd edition 2022). Based on (and used for) the ICGN course of the same name.
20:37 -- How they define stewardship, sustainability and ESG.
27:22 -- On ICGN Global Stewardship Principles and ICGN Global Governance Principles. The G20/OECD Principles of Corporate Governance.
31:07 -- On their ESG methodology, proposed in their book.
34:52 -- The Volkswagen Dieselgate scandal and case study.
39:51 -- On two-tiered boards, employee representation on boards, and purpose of the corporation (stakeholder v shareholder visions).
43:00 -- On the politicization of governance and the "anti-ESG" trend in the U.S.
48:20 -- On large asset managers passing-through voting power to beneficial owners (see BlackRock's Voting Choice).
51:17 -- Thoughts and recommendations for directors regarding shareholder activism (from Mike Lubrano)
53:44 -- Activism in emerging markets, and/or in controlled companies.
56:58 -- Thoughts and recommendations for directors (from George Dallas).
59:20 - What are the 1-3 books that have greatly influenced your life:
George:
- The Art of Loving, by Erich Fromm (1956)
- Author: Amor Towles.
Mike:
- Author: Terry Pratchett (valued for his irreverence)
- Author: Tony Judt (historian)
- Author: Enrique Krauze (Mexican historian)
01:00:51 - Who were your mentors, and what did you learn from them?
- George: John Holcomb (academic), Bob Monks and Nell Minow, Prof Christian Strenger (Germany)
- Mike: Stephen Davis, George Dallas, Mats Isaksson (ex OECD)
01:03:46 - Are there any quotes you think of often or live your life by?
- George: From Galatians 5:22-23, the fruit of the Spirit: “But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness, gentleness and self-control.”
- Mike: "Good is good, too good is no good." (from his Sicilian grandmother)
01:05:12 - An unusual habit or an absurd thing that they love:
- George: he plays in the banjo in local bluegrass band.
- Mike: backyard pizza maker.
01:06:14 - The living person they most admire:
- George: John Lewis (recently passed) and Jimmy Carter.
- Mike: Barack Obama.
George Dallas is the Head of Content at the European Corporate Governance Institute (ECGI) and former Policy Director at the International Corporate Governance Network (ICGN).
Mike Lubrano is a Managing Director of Valoris Stewardship Catalysts and former Managing Director of Corporate Governance and Sustainability at Cartica Management, LLC.
__
You can follow Evan on social media at:
Twitter: @evanepstein
LinkedIn: https://www.linkedin.com/in/epsteinevan/
Substack: https://evanepstein.substack.com/
__
Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
You can follow Evan on social media at:
Twitter: @evanepstein
LinkedIn: https://www.linkedin.com/in/epsteinevan/
Substack: https://evanepstein.substack.com/
__
You can join as a Patron of the Boardroom Governance Podcast at:
Patreon: patreon.com/BoardroomGovernancePod
__
Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
137 episodes
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