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Pensions and Capital Stewardship Project

Conferences

Capital Matters VII - Managing Labor's Capital - April 29-May 1, 2009

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[Agenda | PDF]

[ Resource Book - Table of Contents and Selected Readings | PDF]

[Conference Summary | PDF]

  • Concerted Action Across Borders by Labor In Face of the Financial Crisis: A View From Europe
  • What Uncovering TARP I, II and Other Efforts to Stem the Financial Meltdown Reveal: Socialism Light, Welfare for Private Financial Institutions, or Something Else?
  • Never Again?: Beyond the Meltdown and Recovery to Regulating Financial Markets
  • The SEC and the Agenda for Corporate Governance Reform”
  • Why Did the Financial Giants Go Bust? Poor Corporate Governance? Inadequate Regulation? Problematic Corporate Culture? Some or None of the Above or Something Else?
  • Lessons Pension Funds Should Learn From How They Performed in the Face of the Financial Meltdown
  • In What Ways Do Mutual Fund Investors Fail to Act as Owners? What Should Be Done About It?
  • In What Ways Do Pension Fund Investors Fail to Act as Owners? What Should Be Done About It?
  • Infrastructure Finance and the Pension Fund Role in It: The United Kingdom Experience
  • Infrastructure Finance and the Pension Fund Role in It: The AmericanExperience
  • The Audacity of Hoping for Retirement Security for All: Does the Obama Administration Proposal Raise False Hopes? If So, What Will Meet Them?
  • Litigation to Remedy Meltdown Damage: What Can Be Gained, What Can Be Learned?


  • [Selected Conference Presentation Materials ]

    Capital Matters VI - Managing Labor's Capital - April 16-18, 2008

    Capital Matters V







    [Agenda | PDF]

    [ Resource Book - Table of Contents and Selected Readings | PDF]

  • LOCUSTS VERSUS LABOR: HANDLING THE NEW CAPITALISM
  • TURMOIL IN FINANCIAL MARKETS: CAUSES, CONSEQUENCES, AND CHOICES
  • CORPORATE GOVERNANCE REFORM: WHAT DIFFERENCE HAS IT MADE OR COULD IT MAKE FOR WORKERS?
  • LABOR IN CAPITAL MARKETS: SQUARE PEGS AND ROUND HOLES
  • PENSION FUND (AND OTHERS’) ENGAGEMENT ON CORPORATE LABOR AND HUMAN RIGHTS PRACTICES
  • SHOULD A PENSION FUND MAKE PROPERTY INVESTMENTS THAT ARE LABOR FRIENDLY? IF SO, HOW?
  • CAPITAL STEWARDSHIP WITHIN AND ACROSS BORDERS: CHALLENGES AND OPPORTUNITIES
  • NOVEL, YET PRACTICAL SOLUTIONS TO RETIREMENT SYSTEMS WOES: THE DUTCH AND OTHER EXPERIENCE ABROAD; A NEW APPROACH TO EMPLOYMENT-BASED PENSIONS; A NEW APPROACH TO RETIREMENT SECURITY FOR ALL
  • WHAT TO DO WHILE WAITING FOR UNIVERSAL HEALTH INSURANCE: ARE VEBAS AND OTHER PRE-FUNDED SCHEMES PART OF THE SOLUTION OR PART OF THE PROBLEM?


  • Selected Conference Presentation Materials

    Capital Matters V - Managing Labor's Capital - May 2-4, 2007

    Capital Matters V
    [Agenda | PDF]

    [ Resource Book - Table of Contents and Selected Readings | PDF]

  • CRITICAL CHALLENGES FOR PENSION FUND GOVERNANCE AND MANAGEMENT
  • CURRENT DEVELOPMENTS IN PRIVATE EQUITY INVESTMENT
  • CORPORATE GOVERNANCE IN THE UNITED STATES
  • ENSURING RETIREMENT SECURITY FOR ALL
  • THE RELATIONSHIP AMONG CORPORATE FINANCE AND GOVERNANCE AND LABOR-MANAGEMENT AND OTHER WORKPLACE IMPACTS
  • SECURITIES CLASS ACTION LITIGATION: WHAT HAS IT ACHIEVED? WHO HAS BENEFITED?
  • WHAT MAKES FOR EFFECTIVE LABOR REPRESENTATION ON PENSION BOARDS?


  • Selected Conference Presentation Materials

    Capital Matters IV - Managing Labor's Capital - April 26-28, 2006

    Capital Matters IV

    Introduction [HTML]

    Conference Resource Book [PDF]

    Conference topics included:

  • PENSION REFORM IN THE U.K. AND CAPITAL MARKETS
  • ENVISIONING A BRAVE, NEW, AND BETTER WORLD OF RETIREMENT SECURITY
  • HEDGE FUNDS: PROSPECTS AND PERILS - FINANCIAL AND OTHERWISE
  • TRUSTEE EDUCATION FOR ACTIVE AND EFFECTIVE CAPITAL STEWARDSHIP
  • CAPITAL STEWARDSHIP AND DEFINED CONTRIBUTION PLANS
  • THE STOCK MARKET, CORPORATE GOVERNANCE, AND SUSTAINABLE PROSPERITY
  • WHAT IS THE CURRENT STATUS AND FUTURE OF RETIREE HEALTH BENEFITS?
  • LABOR AND SOCIALLY RESPONSIBLE INVESTMENT ACTIVISM: THE PRACTICE OF AND PROSPECTS FOR COLLABORATION


  • Selected Conference Presentation Materials

    For a Conference Report or more information contact: Larry Beeferman (lwb@law.harvard.edu)

    Public Sector Pension Plans: Current Challenges and Future Directions Meeting of October 27-28, 2005

    Public Sector Pension Plans

    On October 27-28th 2006, the Project convened a meeting on “Public Sector Pension Plans: Current Challenges and Future Directions.” Participants, presenters, and speakers included scholars and researchers, public pension fund trustees and officials, members of the investment community, union leaders, experts on public knowledge about and attitudes in relation to the issues, and others.

    Attendees sought to enhance their understanding of the challenges that public sector pension plans face, including finance and operation and broader issues such as pressures on state and local finance, shifting demographics and workforce needs, and concerns of public sector workers about security in retirement. They also sought insights into how public knowledge and attitudes on these issues shape and are shaped by contests over the future of public sector pension plans.

    Conference topics included:

    • Key characteristics of two leading public sector pension plans
    • The extent to which current fiscal challenges faced by such plans are structural
    • Methods of redesigning or reconfiguring these plans to better serve the interests of both state and local government and public sector workers,
    • The nature, process, and outcomes of public debate over recent efforts to change plans in several different states
    • And, the relevance of legal and policy issues and public knowledge and perceptions to these and other matters central to such debate.


    The Table of Contents of the meeting Resource Book (with web-links to most of the documents in it) and some of the presentation materials are available below.

    Conference Materials
    Selected Conference Presentation Materials

    Resource Book: Table of Contents and Document Links

    Additional Readings


    For a Conference Report or more information contact: Larry Beeferman (lwb@law.harvard.edu)

    Capital Matters III - Managing Labor's Capital: Conference of April 27-29 , 2005

    Introduction
    Capital Matters III: Conference Report

    The Harvard Labor and Worklife Program's third annual "Capital Matters: Managing Labor's Capital" conference was held on April 27th though the 29th. Organized under the aegis of the Program's new Pensions and Capital Stewardship Project, this year's conference was somewhat larger than in the past, with a total of over 90 participants, presenters, and speakers, including an increased number of union trustees. In keeping with the Project's aim of enabling trustees to become more active and effective, the opening session focused directly on what should and can be done in that regard. More so than at previous conferences, recent challenges to the survival of defined benefit plans both in the private and public sector have become a subject of intense debate while similar heated arguments rage over Social Security. For these reasons several sessions were held to assess the current and future status of those plans and Social Security. There continues to be considerable and increasing pension fund activity arising as a result of ownership of shares in publicly traded corporations. One session focused on a critical assessment of the goals for such activity, for example, whether the aim is to influence corporate governance (and in what ways) or more broadly to affect corporate behavior (and, again, in what ways) and challenges to efforts to achieve agreed-upon goals.

    Pension fund investments in other assets, particularly in non-publicly traded corporations, have been rising and there is already a history of such investments and real estate being aimed at achieving collateral goals in ways consistent with meeting trustees' fiduciary responsibility. The last session canvassed the history of such efforts, considered frameworks and methodologies for successfully pursuing them now, and offered an opportunity for critical evaluation of goals to be pursued. Conference speakers, in their remarks, offered broad perspectives on many of the issues discussed during the sessions. The conference resource book includes materials specially prepared by discussants for their sessions. Electronic copies of the book's table of contents (with web-links to many of the documents) and Professor Lucian Bebchuk's Power Point presentation and the supporting research documents are available upon request from Larry W. Beeferman , Director of the Pensions and Capital Stewardship Project (lwb@law.harvard.edu).

    Conference Materials
    Agenda

    For a Conference Report or more information contact: Larry Beeferman (lwb@law.harvard.edu)

    PCS Project: Conference Materials >>>