Annual Meeting

November 16, 2023

8:30 a.m. – 5:00 p.m.

Beyond Polarization: Strategizing for Success

Hosted by Paul Hastings

MetLife Building

200 Park Ave

New York City


Luncheon Keynote:

SEC Commissioner Caroline Crenshaw

A Discussion of Corporate Diversity and the SEC with Allison Herren-Lee, former SEC Commissioner


Caroline Crenshaw

Commissioner, U.S. Securities and Exchange Commission

Allison Herren-Lee

Former Commissioner, U.S. Securities and Exchange Commission


Agenda

Breakfast and Networking
8:30 a.m. – 9:00 a.m.

Welcome
9:00 a.m. – 9:15 a.m.

Julie Zuraw
CEO, Thirty Percent Coalition


Roel Campos

Senior Counsel, HHR, Former Commissioner, Securities and Exchange Commission


Esther Aguilera

Former Executive Director, Congressional Hispanic Caucus and President, Latino Corporate Directors Association; Thirty Percent Coalition Board Vice Chair

Strategizing a Response to the Anti-ESG Movement: A Communications and Crisis Management Perspective
10:00 a.m. – 10:30 a.m.

Davia Temin

Founder, Temin & Company, Global reputation

and crisis management strategist

Susan Angele

Senior Advisor, KPMG Board Leadership Center, Board Chair, Thirty Percent Coalition

Break
10:30 a.m. – 10:45 a.m.

Legislative Battles: Implications of Anti-DEI Suits for Investors and Portfolio Companies
10:45 a.m. – 11:30 a.m.

Anurima Bhargava

Fellow, Institute of Politics,

Harvard Kennedy School, Former Chief,

Educational Opportunities Section, Civil Rights Division, U.S. Department of Justice

Beth Young

Managing Partner,

Corporate Governance and Sustainable Strategies, LLC

Kenneth Gage

Partner and Chair of Workplace Retaliation and Whistleblower Defense practice group,
Paul Hastings

Stephen L. Brown

Senior Advisor, KPMG Board Leadership Center

Investing and Stewardship in a Polarized Political Climate:
A Candid Conversation with CO State Treasurer Dave Young
11:30 a.m. – 12:00 p.m.

Dave Young

Treasurer, State of Colorado

Susan Angele

Senior Advisor, KPMG Board Leadership Center, Board Chair, Thirty Percent Coalition

Lunch and Networking
12:00 p.m. – 1:30 p.m.


Luncheon Keynote

12:30p.m. – 1:00 p.m.

SEC Commissioner Caroline Crenshaw

A Discussion of Corporate Diversity and the SEC with Allison Herren-Lee, former SEC Commissioner
12:30 p.m. – 1:00 p.m.

Caroline Crenshaw

Commissioner, U.S. Securities and Exchange Commission

Allison Herren-Lee

Former Commissioner, U.S. Securities and Exchange Commission


Mayor Michael Nutter: Making a Difference in Tough Political Times
1:30 p.m. – 2:00 p.m.

Mayor Michael A. Nutter

Former Philadelphia Mayor

Interviewed by: Johnathan Medina

Global Head Of DEI, Macquarie Asset Management

Thirty Percent Coalition Activities Update
2:00 p.m. – 2:15 p.m.

Hear from Thirty Percent Coalition Board Members and Committee Chairpersons about the Adopt-a-Company Campaign, the Campaign for an SEC Diversity Disclosure Rule, the Board Candidate Consultations program, and more. Get involved and make your voice heard on these important Coalition initiatives.

Closed-Door Committee Meetings
2:30 p.m. – 3:30 p.m.


Institutional Investor Committee

(Re)connect with fellow Committee members as Committee Co-Chairs Amy Augustine, Director of ESG Investing at Boston Trust Walden, and Andrew Collins, Head of ESG & Responsible Investing, SFERS, provide an update on the Adopt-a-Company campaign and opportunities for members to coordinate their engagement for greater impact.

Private Equity Committee

Be part of engagement planning for the coming year and an assessment of the inaugural Board Candidate Conversations program.

Inaugural Advocate Roundtable

Gather with other advocacy and pipeline-building organizations to strategize how to create impact together.

Board Candidate Consultations

All Day

For the first time, Thirty Percent Coalition brings its private equity members and advocate members together to curate in-person interviews for top board candidates at the Fall Member Meeting.

The day’s activities will be followed by a networking reception from 3:30 – 5:00 p.m.