ISS and Governance
The conversation delves into the controversial role of ISS in shaping corporate governance and board behavior, highlighting how its recommendations may not always align with shareholder interests. Both speakers express concern over the influence of ISS and Glass Lewis, suggesting that a shift is underway as passive investors begin to challenge their authority. The discussion also praises innovative compensation packages, particularly Elon’s, as models for aligning CEO performance with shareholder value.In this clip
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Bg2
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner
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