Andrew E. Shapiro, Member of the Firm, will co-present "To Have and to Hold, from This Day Forward ... A Complete Guide to Holding Period Strategies" at Global Equity Organization's Americas Regional Conference. Other panelists include Robert Jennings of Deloitte LLP (UK) and Sandy Shurin of Deloitte Tax LLP (US). The conference runs from October 21 to 23.
As shareholders look for incentive plans to pay out over a longer timeframe, this session will discuss holding periods and the shareholding guidelines that companies are expected to apply, whether this be in the context of an IPO, or more generally for their executive population. Governance regimes that are driving change will be covered and the panelists will walk attendees through the legal and tax issues arising – notably in the US and UK - and hear how companies are looking to enforce these holding periods in practice.
For more information, visit GlobalEquity.org.