Boardroom Governance with Evan Epstein Insights from Silicon Valley: Who’s Up, What’s Down & Why it Matters.
0:00 -- Intro [Evan Epstein]
1:30 -- Intro [David Beatty]
3:50 -- Start of interview.
4:55 -- Discussion on unicorns. [see research on unicorn exits].
9:17 -- On the rise of private markets.
11:57 -- On startup governance.
15:31 -- The importance of governance in downturns (in contrast to bull markets).
16:32 -- Elon Musk and his companies.
18:42 -- On layoffs in the tech industry this year.
20:05 -- How boards are adapting to the "digital tsunami" (board composition: age, 'tech savvy' directors, etc).
23:21 -- On cybersecurity in the boardroom.
29:00 -- On the surge of the electric vehicle (EV) industry and the IRA Act. Geopolitics and supply chain divestment from China.
36:26 -- The impact of the pandemic in Silicon Valley, particularly on remote work and tech migration. An opportunity for Canada.
38:36 -- On Sam Bankman-Fried (FTX collapse).
41:15 -- Innovation by large established tech companies vs entrepreneurs/startups. Zero to One and The Power Law books.
46:34 -- On dual-class share structures.
50:58 -- On climate tech and Silicon Valley.
53:39 -- B-corps and public benefit corporations. [You can also check out E14 with Frederick Alexander on this topic]
56:37 -- On ESG and shareholder activism. The Exxon Mobil proxy fight. The "anti-ESG" movement in the US (for example: Florida pulling $2B from BlackRock in largest anti-ESG divestment)
58:23 - Final words.
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David R. Beatty is a Professor at Rotman School of Management at the University of Toronto and the Faculty Director of the David and Sharon Johnston Centre for Corporate Governance Innovation.
You can find a video recording of this event [for a limited time] in this link.
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You can follow Evan on social media at:
Twitter: @evanepstein
LinkedIn: https://www.linkedin.com/in/epsteinevan/
Substack: https://evanepstein.substack.com/
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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:
X: @evanepstein
LinkedIn: https://www.linkedin.com/in/epsteinevan/
Substack: https://evanepstein.substack.com/
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To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/
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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