Archived CVSG Events: 2003-2009
- June 2010: Aspen, CO
- June 2010: NYC with Millstein Center for Corporate Governance & Performance
- May 2010: Washington D.C. with Concord Coalition
- October 2009: NYC with Pfizer
- December 2008: NYC with Business Roundtable Institute for Corporate Ethics
- July 2008: Manhasset, NY
- June 2007: NYC with TIAA-CREF
- March 2007: NYC with TIAA-CREF
- January 2007: NYC with TIAA-CREF
- December 2006: Aspen Institute, Washington, D.C.
- June 2006: Manhasset, NY
- May 2006: Dinner with Global Markets Institute, Goldman Sachs
- June 2005: Aspen, CO
- June 2004: Aspen, CO with the Conference Board
- October 2004: Breakfast Roundtable with the Conference Board
- December 2003: NYC with the Conference Board
June 2010: CVSG Summit - "Strategies of Purpose-Driven Firms," Aspen, CO
| Participant | Title | Organization |
| Mary Ann Beyster | President | The Foundation for Enterprise Development (FED) |
| Alex Bogusky | Founding Partner | Crispin Porter + Bogusky & Chief Creative Insurgent, MDC Partners |
| Bill Budinger | Founder and Retired Chairman | Rodel, Inc. |
| Rebecca Darr | Senior Fellow, Corporate Programs | Aspen Institute BSP |
| Bart Goldstein | Group Executive, Senior Associate General Counsel | MasterCard Worldwide |
| Pat Gross | Chairman | The Lovell Group |
| Consuelo Hitchcock | Principal, Regulatory and Public Policy | Deloitte LLP |
| Andrew Kassoy | Co-Founder | B Lab |
| Marjorie Kelly | Senior Fellow | Tellus Institute |
| Peter Knight | Co-Founder | Generation Investment Management |
| Matthew Lepore | Vice President and Chief Counsel - Corporate Governance | Pfizer Inc. |
| Amy Lyman | Co-Founder and Director of Corporate Research | Great Place to Work® Institute |
| John Manzoni | President and CEO | Talisman Energy Inc. |
| Bridget Neill | Director of Regulatory Policy | Ernst & Young LLP |
| Chuck O'Kelley | Professor and Director, Berle Center on Corporations, Law & Society | Seattle University |
| John Olson | Senior Partner | Gibson, Dunn & Crutcher LLP |
| Maria Pinelli | Americas Director, Strategic Growth Markets | Ernst & Young LLP |
| Glenn Reed | Managing Director, Strategy & Finance | The Vanguard Group |
| Judith Samuelson | Executive Director | Aspen Institute BSP |
| John Seethoff | Vice President and Deputy General Counsel | Microsoft Corporation |
| Lara Warner | Managing Director, Head of Global Fixed Income & Economic Research | Credit Suisse |
| Jennifer Weber | Senior Vice President and Chief Human Resources Officer | Duke Energy |
| Rick Wynn | Founder | Inspire Capital Partners |
June 2010: "Exec Comp and the Missing Connection to Firm Performance" Roundtable with the Millstein Center for Corporate Governance, NYC
| Participant | Organization |
| Ronald Berenbeim | The Conference Board |
| Hye-Won Choi | TIAA-CREF |
| Betsy Cohen | Corporate Director for Aetna, The Bancorp, Inc, & RAIT Financial |
| Stephen Davis | Yale School of Management's Millstein Center for Corporate Governance |
| Charles Elson | University of Delaware Weinberg Center for Corporate Governance |
| Yunwei Gai | Babson College |
| Peter Gleason | NACD |
| Steven Hall | Steven Hall and Partners |
| Dennis Michaud | The Providence Consulting Group and Technical Education Consortium of New England |
| Ira Millstein | Weil Gotshal & Manges and the Yale School of Management |
| Jim Reda | James F. Reda and Associates |
| Judith Samuelson | Aspen Institute BSP |
| Kurt Schacht | CFA Institute |
| John Wulff | Corporate Director for Celanese, Moody's and Sunoco |
May 2010: "Tax Incentives for Patient Capital" Roundtable with The Concord Coalition, Washington, D.C.
| Participant | Title | Organization |
| Robert Bixby | Executive Director | The Concord Coalition |
| Leonard Burman | Daniel Patrick Moynihan Professor of Public Affairs | Syracuse University |
| Robert Carroll | Co-Founder and Co-Director, Center for Public Finance Research | American University |
| Joseph Cordes | Professor of Economics, Public Policy and Public Administration | George Washington University |
| Rebecca Darr | Senior Fellow, Corporate Programs | Aspen Institute BSP |
| William Gale | Senior Fellow | Brookings Institution |
| Justin Goldbach | Program Manager | Aspen Institute BSP |
| Tracy Gordon | Assistant Professor of Public Policy | University of Maryland, College Park |
| Joshua Gordon | Policy Director | The Concord Coalition |
| Jane Gravelle | Senior Specialist in Economic Policy | Congressional Research Service |
| Ben Harris | Senior Research Associate | Brookings Institution |
| David Langstaff | Chairman, TASC Inc.; Former President & CEO, Veridian Corporation | Chairman of the Advisory Board, Aspen Institute BSP |
| Maya MacGuineas | President | Committee for a Responsible Federal Budget |
| Joyce Manchester | Unit Chief, Long-Term Modeling Group | Congressional Budget Office |
| Janet McCubbin | Director, Economic Security | AARP Public Policy Institute |
| Lisa Mensah | Executive Director | Aspen Institute's Initiative for Financial Security |
| Joseph Minarik | Senior Vice President and Director of Research | Committee for Economic Development |
| Pamela Moomau | Senior Economist | Joint Committee on Taxation |
| Matthew Orsagh | Director, Capital Markets Policy | CFA Institute |
| Pamela Perun | Fellow | Aspen Institute's Initiative on Financial Security |
| Diane Lim Rogers | Chief Economist | The Concord Coalition |
| John Sabelhaus | Lecturer, University of Maryland; Senior Economist, Investment Company Institute | |
| Frank Sammartino | Assistant Director, Tax Analysis | Congressional Budget Office |
| Judith Samuelson | Executive Director | Aspen Institute BSP |
| Damon Silvers | Director of Policy and Special Counsel | AFL-CIO |
| Eugene Steuerle | Richard B. Fischer Chair | The Urban Institute |
| Eric Toder | Institute Fellow | The Urban Institute |
| Joann Weiner | Writer | PoliticsDaily.com |
| Roberton Williams | Senior Fellow | Tax Policy Center |
| George Yin | Edwin S. Cohen Distinguished Professor of Law and Taxation | University of Virginia School of Law |
October 2009: Aspen Principles Signatories Dinner, hosted by Pfizer, NYC
| Participant | Title | Organization |
| Beth Brooke | Vice Chairman | Ernst & Young |
| Bob Kueppers | Deputy CEO | Deloitte |
| Constance Horner | Lead Director | Pfizer Inc. |
| David Langstaff | Chair of Advisory Board | Aspen Institute BSP |
| Ira Millstein | Senior Partner | Weil, Gotshal & Manges |
| Jeff Kindler | Chairman and CEO | Pfizer Inc. |
| Jim Rogers | Chairman, President and CEO | Duke Energy |
| John Manzoni | CEO | Talisman Energy Inc. |
| John Olson | Senior Partner | Gibson, Dunn & Crutcher LLP |
| Judith Samuelson | Executive Director | Aspen Institute BSP |
| Matthew Lepore | VP and Chief Counsel, Corporate Governance | Pfizer Inc. |
| Rebecca Darr | Senior Fellow, Corporate Programs | Aspen Institute BSP |
| Richard Goodman | CFO | PepsiCo |
| Roger Ferguson | CEO | TIAA-CREF |
| Stephen Davis | Executive Director | Millstein Center for Corporate Goverance, Yale University |
| Suzanne Nora Johnson | Corporate Director | Pfizer Inc. |
| William Gray III | Corporate Director | Pfizer Inc. |
| Bill George | former CEO, Professor | Medtronic and Harvard Business School |
December 2008: NYC with Business Roundtable Institute for Corporate Ethics
| Participant | Title | Organization |
Catherine Arnold | Major Pharmaceuticals Analyst | Credit Suisse |
| Rebecca Darr | Senior Fellow | Aspen Institute Business & Society Program |
| Jeff Diermeier | President and CEO | CFA Institute |
| Dan Eggers | Utilities Analyst | Credit Suisse |
| Tom Gallagher | Senior Insurance Analyst | Credit Suisse |
| Richard Goodman | Chief Financial Officer | PepsiCo |
| Jennifer Horsley Dize | Manager of Investor Relations | Xerox |
| Tal Klausner | Analyst | Government of Singapore |
| Dean Krehmeyer | Executive Director | Business Roundtable Institute for Corporate Ethics |
| Carlos LaBoy | Beverages Analyst | Credit Suisse |
| Carl Lantz | Strategist | Credit Suisse |
| Chris LeGallais | Vice President of Investor Relations | Talisman Energy |
| Louise Mehrotra | Vice President of Investor Relations | Johnson & Johnson |
| Gabriella Nawi | Senior Vice President of Investor Relations | The Travelers Companies |
| Nicole Parent | Industrials Analyst | Credit Suisse |
| John Olson | Partner | Gibson, Dunn, & Crutcher, LLP |
| Leslie Rich | Senior Equity Research Analyst | Columbia Management |
| Judith Samuelson | Executive Director | Aspen Institute Business & Society Program |
| Carole Sobin | Secretary and Associate General Counsel | ConEdison |
| Chuck Triano | Senior Vice President of Investor Relations | Pfizer, Inc. |
| Lara Warner | Head of US Equity Research | Credit Suisse |
| Andy Wilson | Vice President of Investor Relations | Danaher |
| Kei Yamamoto | Senior Technology Analyst | ING Investment Management |
July 2008: Aspen CVSG Summit: Greentree Foundation in New York
| Participant | Title | Organization |
| Anne Board | Director of Marketing | American Securities Capital Partners LLC |
| Rebecca Darr | Senior Fellow of Corporate Programs | Aspen Institute Business and Society Program |
| Dianne Dillon-Ridgley | Corporate Director | Interface, Inc. |
| Daniel Feldman | Special Counsel for Law & Policy | Office of the New York State Comptroller |
| Abe Friedman | Director of Corporate Governance and Proxy Voting | Barclays Global Investors |
| Nina Henderson | Corporate Director | AXA Financial, Del Monte Foods, and Royal Dutch Shell |
| Dane Holmes | Director of Investor Relations | Goldman Sachs Group |
| Rosemary Kenney | Director, Corporate Governance | Pfizer Inc |
| Charles Klein | Managing Director | American Securities Capital Partners LLC |
| Robert Kueppers | Deputy CEO | Deloitte LLP |
| David Langstaff | Corporate Director | SRA International |
| Douglas Lowenstein | President | Private Equity Council |
| John Manzoni | CEO | Talisman Energy |
| Linda McKenzie | Partner, Office of Public Policy | Ernst and Young LLP |
| Ira Millstein | Senior Partner | Weil, Gotshal & Manges LLP |
| George Muñoz | Corporate Director | Altria Group, Marriott Intl, Wheeling-Pittsburgh Steel Corporation |
| Michael Musuraca | Designated Trustee | NYC Employees Retirement System |
| Norman Pearlstine | Chief Content Officer | Bloomberg LLP |
| Judith Samuelson | Executive Director | The Aspen Institute, Business & Society Program |
| Henry Schacht | Former CEO | Cummins Engine and Lucent Technologies |
| Amy Schioldager | Managing Director and Head of U.S. Indexing | Barclays Global Investors |
| Damon Silvers | Associate General Counsel | AFL-CIO |
| Lynn Stout | Paul Hastings Professor of Corporate and Securities Law | UCLA |
| Leo Strine, Jr. | Vice Chancellor | Delaware Court of Chancery |
| Larry Thompson | SVP, Government Affairs, General Counsel and Secretary | PepsiCo |
| Lara Warner | Managing Director and Head of U.S. Equity Research | Credit Suisse |
| John Wilcox | Chairman of Sodali Ltd and Former Head of Corporate Governance | TIAA-CREF |
| Steve Young | Senior Vice President and Controller | Duke Energy Corporation |
June 2007: New York City (hosted by TIAA-CREF)
| Participant | Title | Organization |
| Herb M. Allison, Jr. | Chairman, President and CEO | TIAA-CREF |
| Christopher J. Ailman | Chief Investment Officer | CalSTRS |
| Beth A. Brooke | Global Vice Chair, Strategy | Ernst and Young LLP |
| Michele L. Cahn | Vice President, External Affairs | Xerox Corporation |
| John J. Castellani | President | Business Roundtable |
| Hye-Won Choi | Vice President and Associate General Counsel, Corporate Governance | TIAA-CREF |
| Margaret M. Foran | Senior Vice President, Corporate Governance | Pfizer Inc. |
| Richard Goodman | CFO | PepsiCo, Inc. |
| Julie M. Gresham | Assistant Comptroller for Pension Investment and Cash Management | New York State Common Retirement Fund |
| Patrick W. Gross | Chairman | The Lovell Group |
| Rosemary M. Kenney | Director, Corporate Governance | Pfizer Inc. |
| Robert Kueppers | Deputy CEO | Deloitte & Touche |
| David Langstaff | CEO and Co-Chairman | Olive Group |
| Rich Leimsider | Director, Center for Business Education | The Aspen Institute, Business & Society Program |
| Linda L. McKenzie | Director of Stakeholder Relations | Ernst and Young LLP |
| Ira Millstein | Senior Partner | Weil, Gotshal & Manges LLP |
| Anne Mulcahy | Chairman and CEO | Xerox Corporation |
| Steve Odland | Chairman and CEO | Office Depot |
| John F. Olson | Partner | Gibson, Dunn & Crutcher LLP |
| Judith Samuelson | Executive Director | The Aspen Institute, Business & Society Program |
| Damon Silvers | Associate General Counsel | AFL-CIO |
| Ann Yerger | Executive Director | Council of Institutional Investors |
March 2007: New York City (hosted by TIAA-CREF)
| Participant | Title | Organization |
| Herb M. Allison, Jr. | Chairman, President and CEO | TIAA-CREF |
| Beth A. Brooke | Global Vice Chair, Strategy | Ernst & Young |
| Candace Browning | Senior Vice President | Merrill Lynch |
| Fred Buenrostro | CEO | CalPERS |
| John J. Castellani | President | Business Roundtable |
| Shelley J. Dropkin | General Counsel, Corporate Governance | Citigroup, Inc. |
| J. Michael Farren | Vice President, Legal and External Affairs | Xerox Corporation |
| Margaret M. Foran | Senior Vice President, Corporate Governance | Pfizer Inc. |
| Abe Friedman | Director of Corporate Governance and Proxy Voting | Barclays Global Investors |
| Richard Goodman | CFO | PepsiCo, Inc. |
| Julie M. Gresham | Assistant Comptroller for Pension Investment and Cash Management | New York State Common Retirement Fund |
| Consuelo Hitchcock | Principal, Regulatory & Public Policy | Deloitte & Touche |
| David Langstaff | CEO and Co-Chairman | Olive Group |
| Ira Millstein | Senior Partner | Weil, Gotshal & Manges LLP |
| Steve Odland | Chairman and CEO | Office Depot |
| John Olson | Partner | Gibson, Dunn & Crutchers |
| William Patterson | Executive Director | Change to Win Investment Group |
| Judith Samuelson | Executive Director | The Aspen Institute, Business & Society Program |
| Henry B. Schacht | Former CEO | Cummins Engine and Lucent Technologies |
| Damon Silvers | Associate General Counsel | AFL-CIO |
| John C. Wilcox | Senior Vice President and Head of Corporate Governance | TIAA-CREF |
| Christianna Wood | Senior Investment Officer, Global Equity | CalPERS |
| Ann Yerger | Executive Director | Council of Institutional Investors |
Jan 2007: New York City (hosted by TIAA-CREF)
Managing for the Long Term: Moving to Action
A Dialogue among Vanguard Companies and Long-Term Oriented Institutional Investors
| Participant | Title | Organization |
| Herb M. Allison, Jr. | Chairman, President and CEO | TIAA-CREF |
| Beth A. Brooke | Global Vice Chair, Strategy | Ernst & Young |
| Fred Buenrostro | CEO | CalPERS |
| John J. Castellani | President | Business Roundtable |
| J. Michael Farren | Vice President, Legal and External Affairs | Xerox Corporation |
| Margaret M. Foran | Senior Vice President, Corporate Governance | Pfizer Inc. |
| Abe Friedman | Director of Corporate Governance and Proxy Voting | Barclays Global Investors |
| Richard Goodman | CFO | PepsiCo, Inc. |
| Julie M. Gresham | Assistant Comptroller for Pension Investment and Cash Management | New York State Common Retirement Fund |
| Patrick W. Gross | Chairman | The Lovell Group |
| Suzanne Nora Johnson | Vice Chairman | Goldman Sachs & Company |
| Jeffrey B. Kindler | CEO and Chairman of the Board | Pfizer Inc. |
| David Langstaff | CEO and Co-Chairman | Olive Group |
| William J. McDonough | Vice Chairman and Special Advisor to the Chairman | Merrill Lynch & Co., Inc. |
| Ira Millstein | Senior Partner | Weil, Gotshal & Manges LLP |
| Steve Odland | Chairman and CEO | Office Depot |
| John Olson | Partner | Gibson, Dunn & Crutchers |
| William Patterson | Executive Director | Change to Win Investment Group |
| Charles Prince | Chairman and CEO | Citigroup, Inc. |
| James H. Quigley | CEO | Deloitte & Touche USA LLP |
| Judith Samuelson | Executive Director | The Aspen Institute, Business & Society Program |
| Henry B. Schacht | Former CEO | Cummins Engine and Lucent Technologies |
| Damon Silvers | Associate General Counsel | AFL-CIO |
| Christianna Wood | Senior Investment Officer, Global Equity | CalPERS |
| Ann Yerger | Executive Director | Council of Institutional Investors |
Dec 2006: Aspen Institute, Washington D.C.
Managing for the Long Term:
A Dialogue among Vanguard Companies and Long-Term Oriented Institutional Investors
| Participant | Title | Organization |
| Fred Buenrostro | CEO | CalPERS |
| Jackie Doeler | Interim Managing Director of Public Equities | State of Wisconsin Investment Board |
| Jack Ehnes | CEO | CalSTRS |
| Abe Friedman | Director of Corporate Governance and Proxy Voting | Barclays Global Investors |
| Julie M. Gresham | Assistant Comptroller for Pension Investment and Cash Management | New York State Common Retirement Fund |
| Donald Kirshbaum | Investment Officer, Policy | Connecticut State Treasurer's Office |
| Rich Leimsider | Senior Program Associate | The Aspen Institute, Business & Society Program |
| William J. McDonough | Vice Chairman and Special Advisor to the Chairman | Merrill Lynch & Co., Inc. |
| David Mills | Executive Director | State of Wisconsin Investment Board |
| William Patterson | Executive Director | Change to Win Investment Group |
| Judith Samuelson | Executive Director | The Aspen Institute, Business & Society Program |
| Damon Silvers | Associate General Counsel | AFL-CIO |
| David Villa | Chief Investment Officer | State of Wisconsin Investment Board |
| Ann Yerger | Executive Director | Council of Institutional Investors |
June 2006: Aspen Corporate Values Summit: Greentree Foundation in New York
| Participant | Title | Organization |
| Richard Bernstein | Chief U.S. Strategist and CHief Quantitative Strategist | Merrill Lynch & Co., Inc. |
| Anne Board | Director of External Relations | McKinsey & Company |
| Beth Brooke | Global Vice Chair, Strategy | Ernst & Young LLP |
| Peter Bridgman | Senior Vice President and Controller | PepsiCo, Inc. |
| John Castellani | President | Business Roundtable |
| James Down | Former Vice Chairman | Mercer Management Consulting |
| Bernard Ferrari | Director | McKinsey & Company |
| Patrick Gross | Chairman | The Lovell Group |
| Christopher Hoenig | Vice President of Strategy, Global Business Services | IBM Corporation |
| R. Glenn Hubbard | Dean, Graduate School of Business | Columbia University |
| Daniel Janki | Vice President, Corporate Investor Relations | General Electric Company |
| Roger Kline | Director | McKinsey & Company |
| Robert Kueppers | Deputy CEO | Deloitte & Touche USA LLP |
| David Langstaff | Director | SRA International |
| John Manzoni | EVP and Managing Director; Chief Executive, Refining and Marketing | BP |
| William McDonough | Vice Chairman and Special Advisor to the Chairman | Merrill Lynch & Co., Inc. |
| Suzanne Nora Johnson | Vice Chairman | Goldman Sachs & Company |
| Harriet Pearson | Vice President, Corporate Affairs and Chief Privacy Officer | IBM Corporation |
| Peter Peterson | Senior Chairman | The Blackstone Group, LP |
| Claire Preisser | Associate Director | The Aspen Institute, Business & Society Program |
| Peter Reiling | Executive Vice President for Leadership and Policy Programs | The Aspen Institute |
| Judith Samuelson | Executive Director | The Aspen Institute, Business & Society Program |
| Henry Schacht | Partner and Senior Advisor | Warburg Pincus LLC |
| Damon Silvers | Associate General Counsel | AFL-CIO |
| Steven Wagner | Managing Partner, U.S. Center for Corporate Governance | Deloitte & Touche LLP |
May 2006: Dinner Roundtable with Global Markets Institute, Goldman Sachs: New York City
Institutional Investors and Long-Term Competitiveness
| Participant | Title | Organization |
| Dwight Anderson | Ospraie Management | |
| Trey Beck | Managing Director | The D.E. Shaw Group |
| Roel Campos | Commissioner | Securities & Exchange Commission |
| James Chanos | President | Kynikos Associates, Ltd. |
| David Chavern | Vice President and Chief of Staff | U.S. Chamber of Commerce |
| Leon Cooperman | Omega Advisors Inc. | |
| Kathryn Crecelius | Chief Investment Officer | John Hopkins University |
| Anthony DiNovi | Co-President | Thomas H. Lee Company |
| Amy Domini | Founder & CEO | Domini Social Investments |
| Nancy Everett | President & CEO | General Motors Investment Management |
| Andrew Feldstein | Blue Mountain | |
| David Fisher | Chairman | Capital Group International, Inc. |
| Harvery Goldschmidt | Dwight Professor of Law | Columbia University |
| William Heitmann | President | Verizon Investment Management |
| James Hollingsworth | Chairman of the Board | Texas Teachers Retirement System |
| Roger Kline | Senior Partner | McKinsey & Company |
| Don Lindsey | Chief Executive Officer | George Washington University |
| Tracy Maitland | President | Advent Capital Management, LLC |
| William McDonough | Vice Chairman | Merrill Lynch & Co., Inc. |
| Thruston Morton | Chief Executive Officer | Duke University |
| Annette Nazareth | Commissioner | Securities & Exchange Commission |
| Alan Patricof | Co-Founder | Apax Partners, LP |
| Ron Peyton | President and CEO | Callan Associates |
| David Rocker | Managing General Partner | Rocker Management |
| Damon Silvers | Associate General Counsel | AFL-CIO |
| Michael Useem | Director, Center for Leader and Change Management | University of Pennsylvania |
June 2005: Corporate Values Summit: Aspen, Colorado
| Participant | Title | Organization |
| Anne Board | Director of External Relations | McKinsey & Company |
| Beth A. Brooke | Global Vice Chair | Ernst & Young LLP |
| William H. Cary | Vice President, Corporate Investor Communications | General Electric Company |
| James S. Crown | President | Henry Crown and Company |
| Alan M. Dachs | President and Chief Executive Officer | Fremont Group LLC |
| Alan D. Feld | Senior Executive Partner | Akin Gump Strauss Hauer & Feld LLP |
| Laurence D. Fink | Chairman and Chief Executive Officer | BlackRock, Inc. |
| Paul S. Fisher | President and Chief Financial Officer | Center Point Properties Trust |
| Patrick W. Gross | Presiding Director | Capital One Financial Corporation |
| Mary Moore Hamrick | Director, Government Relations | Public Company Accounting Oversight Board |
| David Heleniak | Vice Chairman | Morgan Stanley |
| Walter Isaacson | President and Chief Executive Officer | The Aspen Institute |
| Mary E. Junck | Chairman, President and Chief Executive Officer | Lee Enterprises, Inc. |
| Roger Kline | Senior Partner | McKinsey & Company |
| Isabelle Le Breton-Miller | Senior Research Associate | School of Business, University of Alberta |
| William E. Mayer | Partner | Park Avenue Equity Partners, L.P. |
| Mark P. Mays | President and Chief Executive Officer | Clear Channel Communications, Inc. |
| William J. McDonough | Chairman and Chief Executive Officer | Public Company Accounting Oversight Board |
| Robert E. Mellor | Chairman, President and Chief Executive Officer | Building Materials Holding Corporation |
| J. Kenneth Menges, Jr. | Partner | Akin Gump Strauss Hauer & Feld LLP |
| Jane Nelson | Senior Fellow and Director, Corporate Social Responsibility Initiative | Kennedy School of Government, Harvard University |
| Indra K. Nooyi | President and Chief Financial Officer | PepsiCo, Inc. |
| Suzanne M. Nora Johnson | Vice Chairman | The Goldman Sachs Group, Inc. |
| Harriet P. Pearson | Vice President, Corporate Affairs & Chief Privacy Officer | IBM Corporation |
| Eric M.Pillmore | Senior Vice President, Corporate Governance | Tyco International (U.S.), Inc. |
| Charles Prince | Chief Executive Officer | Citigroup, Inc. |
| James H. Quigley | Chief Executive Officer | Deloitte & Touche USA LLP |
| Walter H. Shorenstein | Founder | The Shorenstein Company |
| Damon A. Silvers | Associate General Counsel | AFL-CIO |
| Dennert O. Ware | President and Chief Executive Officer | Kinetic Concepts, Inc. |
| MODERATORS | ||
| David H. Langstaff | Former President and Chief Executive Officer | Veridian Corporation |
| Judith F. Samuelson | Executive Director | Business and Society Program, The Aspen Institute |
June 2004: Aspen, Colorado with the Conference Board
Living Your Values in the Global Economy:
Appropriate Responses from Corporations and Investors
| Participant | Title | Organization |
| Mark Anson | Chief Investment Officer | CalPERS |
| Bradley D. Belt | Executive Director | Pension Benefit Guaranty Corporation |
| Anne Board | Director of External Relations | McKinsey & Company |
| John C. Bogle | Founder and Former Chairman | The Vanguard Group |
| Carolyn Kay Brancato | Global Corporate Governance Research Center | The Conference Board |
| Richard E. Cavanagh | President and CEO | The Conference Board |
| Alan M. Dachs | President and CEO | Fremont Group LLC |
| Keith T. Darcy | Chairman | Darcy Partners, Inc. |
| L. John Doerr | General Partner | Kleiner Perkins Caufield & Byers |
| Alan D. Feld | Senior Executive Partner | Akin Gump Strauss Hauer & Feld LLP |
| Laurence D. Fink | Chairman and CEO | BlackRock, Inc. |
| Peter R. Fisher | Former Under Secretary of Treasury for Domestic Finance and Managing Director | BlackRock, Inc. |
| Henrietta Holsman Fore | Director | United States Mint |
| David I. Fuente | Director and Former Chairman and CEO | Office Depot, Inc. |
| Thomas S. Gayner | Chief Investment Officer and Executive Vice President | Markel Corporation |
| Patrick W. Gross | Chairman | The Lovell Group |
| Timothy B. Harbert | Chairman and CEO | State Street Global Advisors |
| Sidney Harman | Executive Chairman | Harman International Industries, Inc. |
| Robert J. Hurst, Jr. | Vice Chairman | The Goldman Sachs Group, Inc. |
| Walter Isaacson | President and CEO | The Aspen Institute |
| Mary Junck | Chief Executive Officer | Lee Enterprises |
| Rakesh Khurana | Professor of Business Administration | Harvard Business School |
| Walter Kiechel | Editor-at-Large | Harvard Business School Publishing Company |
| David H. Langstaff | Former President and CEO | Veridian Corporation |
| Michael Maccoby | President | The Maccoby Group |
| Robert H. Malott | Retired Chairman and CEO | FMC Corporation |
| William E. Mayer | Partner | Park Avenue Equity Partners, L.P. |
| Mark C. Medish | Partner | Akin Gump Strauss Hauer & Feld LLP |
| Lenny Mendonca | Director | McKinsey & Company |
| William J. McDonough | Chairman | Public Company Accounting Oversight Board |
| Jane Nelson | Senior Fellow and Director, Corporate Social Responsibility Initiative | Kennedy School of Government, Harvard University |
| Patrick R. Pagni | Executive Vice President and Deputy to Chairman and CEO | The TCW Group, Inc. |
| Charles Prince | Chief Executive Officer | Citigroup, Inc. |
| Kathleen M. Shanahan | Managing Director | Public Strategies, Inc. |
| Walter H. Shorenstein | Founder | The Shorenstein Company |
| D. Edward I. Smyth | Senior Vice President and Chief Administration Officer | H.J. Heinz Company |
| R. James Woolsey | Former Director and Vice President | Central Intelligence Agency and Booz Allen Hamilton |
Oct 2004: Breakfast Roundtable with the Conference Board
Living Your Values in the Global Economy:
Appropriate Responses from Corporations and Investors
| Participant | Title | Organization |
| Steven H. Anderson | Managing Director | MARSH |
| Bradley D. Belt | Executive Director | Pension Benefit Guaranty Corporation |
| Anne Board | External Relations, North America | McKinsey & Company, Inc. |
| John C. Bogle | Founder and Former Chairman | Vanguard Group |
| Carolyn Kay Brancato | Director, Global Corporate Governance Research Center | The Conference Board |
| Mathis Cabiallavetta | Chairman | MMC Global Development |
| Paul W. Chellgren | Retired Chairman of the Board and CEO | Ashland Inc. |
| Gerhard Cromme | Chairman of the Supervisory Board | ThyssenKrupp AG |
| Alan M. Dachs | President and CEO | Fremont Group, LLC |
| Keith T. Darcy | Chairman | Darcy Partners, Inc. |
| Laurence D. Fink | Chairman and CEO | BlackRock, Inc. |
| Peter R. Fisher | Managing Director | BlackRock, Inc. |
| Henrietta Holsman Fore | Director | United States Mint |
| James L. Freer | Vice Chairman | Ernst & Young |
| Anne Golden | President and CEO | The Conference Board of Canada |
| Paul Hanrahan | President and CEO | AES Corporation |
| Deborah K. Holmes | Partner and Americas Director, Center for the New Workforce | Ernst & Young LLP |
| David H. Langstaff | President and CEO | Argotyche, Inc. |
| Michael Maccoby | President | The Maccoby Group |
| Alan S. MacDonald | Vice Chairman of CitiBank and COO, Global Banking | Citigroup, Inc. |
| Vikram Mahotra | Director | McKinsey & Company, Inc. |
| W. Craig McClelland | Former Chairman of the Board & CEO | Union Camp Corporation |
| William McDonough | Chairman | Public Company Accounting Oversight Board |
| Jane Nelson | Director, Corporate Social Responsibility Initiative | Center for Business & Government, Harvard University |
| Linda Bardo Nicholls | Chairman | Australia Post |
| Justus O'Brien | Global Head of Consumer Practice | Egon Zehnder International Inc. |
| Ronald P. O'Hanley | Vice Chairman & President, Mellon Institutional Asset Management | Mellon Financial Corporation |
| Lynn Sharp Paine | John G. McLean Professor of Business Administration | Harvard Business School |
| Sharon Patrick | President and CEO | Martha Stewart Living Omnimedia, Inc. |
| John Barry Prescott AC | Chairman | Australian Submarine Corporation Pty Ltd |
| James H. Quigley | Chief Executive Officer | Deloitte & Touche USA LLP |
| Carlos E. Represas | Chairman of the Board | Nestle Mexico S.A. de C.V. |
| Francisco Gonzalez Rodriguez | Chairman and Chief Executive Officer | Banco Bilbao Vizcaya Argentaria (BBVA) |
| Felix Rohatyn | President | Rohatyn Associates LLC |
| Thomas A. Russo | Vice Chairman | Lehman Brothers, Inc. |
| William N. Shiebler | CEO, Deutsche Asset Management | Deutsche Bank |
| Eric K. Shinseki | Member of the Board of Directors | Honeywell Inc. |
| Walter H. Shorenstein | Founder | The Shorenstein Company |
| Sir Martin Sorrell | Group Chief Executive | WPP Group plc |
| Kees J. Storm | Member of the Supervisory Board | Aegon N.V. |
| Washington Z. SyCip | Founder | The SGV Group |
| David Vidal | Research Director, Global Corporate Citizenship | The Conference Board |
| Andre Villeneuve | Chairman | Euronext Liffe |
| Devin Wenig | President, Customer Segments and Executive Director | Reuters Group PLC |
| Marjorie Yang | Chairman | Esquel Group of Companies |
Dec 2003: CEO/Investor Forum with the Conference Board: New York City
| Participant | Title | Organization |
| Mark Anson | Chief Investment Officer | CalPERS |
| Stephen F. Auth | Executive Vice President and Chief Investment Officer | Federated Investors Inc. |
| Mark Barnard | Managing Director/Private Equity | Howard Hughes Medical Institute |
| S. Anthony (Sal) Bianco | Deputy General Counsel | Booz-Allen Hamilton |
| John J. Brennan | President and CEO | The Vanguard Group |
| Rajender K. Chandhok | Vice President, Investments and Trust Administration | Northrop Grumman Corporation |
| Patricia L. Cook | Global Chief Investment Officer | J.P. Morgan Fleming Management |
| Dina Dublon | Chief Financial Officer | J.P. Morgan Chase & Co. |
| Laurence D. Fink | Chairman and CEO | BlackRock Inc. |
| Peter R. Fisher | Former Under Secretary | Treasury for Domestic Finance |
| Richard N. Foster | Senior Director and Partner | McKinsey & Company |
| Peter M. Gilbert | Chief Investment Officer | Pennsylvania State Employees' Retirement System(SERS) |
| Thomas B. Hazuka | Executive Vice President and Chief Investment Officer | Mellon Capital Management |
| Walter M. Higgins | Chairman, President and CEO | Sierra Pacific Resources Inc. |
| Lyn Hutton | Chief Investment Officer | Commonfund |
| Michael C Jensen | Managing Director, Organizational Jesse Isidor Straus Professor Emeritus | The Monitor Group Harvard Business School |
| Joe K. Joshi | Senior Managing Director and Chief Investment Officer | Systematic Financial Management |
| Dennis M. Kass | Chairman and Chief Executive Officer | Jennison Associates |
| David H. Langstaff | Founder and Former President and CEO | Veridian Corporation |
| Robert P. May | Acting Chief Executive Officer | HealthSouth Corporation |
| Ann D. McLaughlin Korologos | Former US Secretary of Labor and Chairman Emeritus | The Aspen Institute |
| Monroe G. Milstein | Chairman, President and CEO | Burlington Coat Factory |
| Win J. Neuger | Senior Vice President and Chief Investment Officer | American International Group, Inc. |
| Hilda Ochoa-Brillembourg | President and Chief Executive Officer | Strategic Investment Group |
| Ronald P. O'Hanley | Vice Chairman | Mellon Financial Corporation |
| Lynn Sharp Paine | John G. McLean Professor of Business Administration | Harvard Business School |
| Joan A. Payden | President and CEO | Payden & Rygel |
| Felix G. Rohatyn | Former US Ambassador to France and Former Managing Director | Lazard Freres & Co. |
| Richard M. Rompala | Chairman and CEO | Valspar Corporation |
| Robert Ronus | Chairman | The Capital Group Companies |
| Henry B. Schacht | Director and Senior Advisor | Lucent Technologies, Inc. |
| Damon Silvers | Associate General Counsel | AFL-CIO |
| Walter P. Stern | Vice Chairman | Capital Group Intl., Inc. |
| Linda B. Strumpf | Vice President and Chief Investment Officer | Ford Foundation |
| Washington SyCip | Founder | The SGV Group |
| M. David Testa | Chief Investment Officer | T. Rowe Price Group, Inc. |
| Devin Wenig | President, Customer Segments and Executive Director | Reuters Group PLC |


