Boardroom Governance with Evan Epstein Podcast Por Evan Epstein capa

Boardroom Governance with Evan Epstein

Boardroom Governance with Evan Epstein

De: Evan Epstein
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 In-depth interview podcast with leading corporate governance experts, including world-class founders, scholars, board members, executives, investors and more. The content is structured as a long-form conversation to explore not only the latest corporate governance trends, but also to get some personal insights from some of the best and brightest minds behind America's boardrooms.2020-2026 Boardroom Governance Economia Gestão e Liderança
Episódios
  • Leo Strine: Delaware’s Moment, AI Guardrails, and a Call of Conscience

    Leo Strine: Delaware’s Moment, AI Guardrails, and a Call of Conscience
    Feb 23 2026

    (0:00) Intro

    (1:29) About the podcast sponsor: The American College of Governance Counsel.

    (2:15) Start of interview. *Reference to prior episode with Leo Strine (E100)

    (3:09) The Call of Conscience and The Current Moment (reference to his speech at the Weinberg Center in Oct of 2025)

    (5:18) Skepticism about Credibility of the Elite Among the Youth

    (7:02) The Ethical Muscle

    (8:20) Acknowledging Discrimination

    (8:56) The Climate Crisis

    (12:37) Shifts in Delaware Law

    (13:45) Return to Traditions. "What Delaware has done is return to its traditions that existed the entire time I was a judge."

    (14:28) The Controlled Company Debate and the MFW standard.

    (25:00) On the recent pushback against incorporating in Delaware: "I don't minimize the moment"

    (32:00) Section 220 Books and Records under SB21

    (34:20) The statute was amended to provide more predictability. It actually looks like the Model Business Corporation Act. "I think both elements of this statute balance fairness and efficiency in a really good way."

    (39:54) Activist Judges and Delaware. "This was a nonpartisan initiative to restore confidence in Delaware's corporate law. I have the utmost respect for our judiciary, I'm proud to have been part of it, and I believe they will follow the law."

    (42:26) Delaware's Competitive Edge

    (48:25) The Rise of AI Companies

    (52:16) Energy Demand from AI. From guardrails to "trust us"

    (58:39) The Urgency of Leadership

    (1:01:59) Davos looks like a portrait of leadership failure "either eliminate it or make it real."

    Leo E. Strine, Jr., is Of Counsel at Wachtell, Lipton, Rosen & Katz. Prior to joining WLRK, he was the Chief Justice of the Delaware Supreme Court from early 2014 through late 2019.

    You can follow Evan on social media at:

    X: @evanepstein

    LinkedIn: https://www.linkedin.com/in/epsteinevan/

    Substack: https://evanepstein.substack.com/

    __

    To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/

    __

    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
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    1 hora e 7 minutos
  • Betsy Atkins: Why Directors Must Become More Entrepreneurial and Change-Adaptive

    Betsy Atkins: Why Directors Must Become More Entrepreneurial and Change-Adaptive
    Feb 9 2026

    (0:00) Intro

    (2:04) About the podcast sponsor: The American College of Governance Counsel

    (2:50) Start of interview

    (3:51) Betsy's origin story

    (9:14) The HealthSouth Board Scandal

    (16:35) Her preference when picking what boards to serve on

    (17:30) Insights VC-backed Boards and role and profile of the independent director in this context

    (21:20) Insights on PE-backed Boards and role and profile of the independent director in this context

    (25:35) Navigating International Board Dynamics. Her experience on boards of Volvo and Schneider Electric.

    (30:57) The Rise of Private Markets. Example of Atlas Air (Apollo backed). IPOs in 2026.

    (35:07) AI's Impact on the Market and other macro trends

    (38:10) Founder-Led Companies and Governance (including dual-class share structures).

    (42:25) The Impact of Geopolitics on Governance

    (45:11) The Impact of Politicization on Governance. Examples of Budweiser, Google, Netflix, and the mission-driven approach by Coinbase.

    (50:09) Adapting to Accelerating Change as Directors. The problem with incrementalist "custodian" directors in times of disruption. "It's really about being change-adaptive and comfortable making decisions with incomplete information. You look at someone like Musk, he's making decisions when he has 60% of the information. Most boards want 95% before they'll move. That's the fundamental challenge."

    (55:58) Books that have greatly influenced her life ("the best business book"):

    1. Good to Great, by Jim Collins (2001)

    (56:16) Her mentors. Craig Billings (CEO Wynn Resorts), Michael Steen (CEO Atlas Air Cargo), Jean-Pascal Tricoire (Chairman, Schneider), her mom ("her biggest mentor").

    (57:06) On the current state of shareholder activism

    (57:58) Quotes that she thinks of often or lives her life by "Perfect is the enemy of good enough."

    (58:19) An unusual habit or an absurd thing that she loves: she's a compulsive note-taker (plus, her recommended policy for directors)

    (1:00:12) The living person she most admires: Elon Musk

    Betsy Atkins has served on more than 38 public company boards and through 17 IPOs, in addition to scores of PE and VC-backed company boards. She brings a rare perspective shaped by crisis situations, international board service, and rapid technological change. She currently serves on the boards of Wynn Las Vegas, GoPuff, and the Google Cloud Advisory Board.

    You can follow Evan on social media at:

    X: @evanepstein

    LinkedIn: https://www.linkedin.com/in/epsteinevan/

    Substack: https://evanepstein.substack.com/

    __

    To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/

    __

    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
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    1 hora e 3 minutos
  • Michael Ewens (Columbia Business School): What the Data Reveals About Startup Boards and Private Equity

    Michael Ewens (Columbia Business School): What the Data Reveals About Startup Boards and Private Equity
    Feb 3 2026
    (0:00) Intro(1:19) About the podcast sponsor: The American College of Governance Counsel(2:05) Start of interview (2:48) Michael's origin story. Academic Journey and Early Influences. *reference to Correlation Ventures(8:55) About his paper Board Dynamics over the Startup Life Cycle (2020) with Nadia Malenko. (11:30) Role of independent directors in VC-backed companies.(16:05) Control Dynamics in Startup Boards(17:21) The Evolution of Founder Control *Reference to E187 with Brad Feld (Oct 2025)(28:11) The Future of Private Markets(29:21) The Future of IPOs “What’s been missing from the IPO market since 1996 is the small- to mid-cap company. In my view, the solution for public markets is to restore their uniqueness by shutting down private secondary markets and making public-market liquidity distinctive again.”(33:40) The Role of Private Equity in Governance(39:47) Distinctions Between VC and PE Boards(42:24) Insights from Private Equity for Public Companies “A PE firm is really an investment bank with a consulting arm, where the partners sit on both sides and have equity in the whole game.” "What PE solves is expertise alignment, and a clear investment horizon for an exit."(47:36) The Impact of AI on Board Governance(50:20) Books that have greatly influenced his life:One Hundred Years of Solitude by Gabriel Garcia Marquez (1967)Culture Series by Ian Banks (1987-2012)A Brief History of Intelligence by Max Bennett (2023)(53:14) His mentors (54:24) Quotes that he thinks of often or lives his life by: "All models are wrong, but some are useful" by George Box(53:15) An unusual habit or an absurd thing that he loves. Watching the Big Lebowski.(55:53) The living person he most admires: Derek Thomson.(57:26) Moving from VC to PE Research in New YorkMichael Ewens is the David L. and Elsie M. Dodd Professor of Finance and co-director of the Private Equity Program at Columbia Business School. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__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
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    1 hora
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