The Human Factor: What Investors Need to Know to Uncover New Value or Risks

This is a continuation in the Enterprise Engagement Alliance YouTube series and feature articles on impact measurement and the metrics relevant to management, stakeholders, and investors. 

Panelists
Key Takeaways

Click here to subscribe to the ESM weekly e-newsletter. 
 
Ask your questions on stakeholder capital metrics to four experts on how the engagement of employees, customers, and other stakeholders signal both opportunities and risks for investors in this live show Nov. 6, at 1 pm ET. As always, it will be posted the following week on the Enterprise Engagement Alliance’s Purpose Leadership and Stakeholder Management YouTube channel and summarized in ESM. 
 
Click here to register.
 
With growing evidence that stakeholders can have a significant impact on financial, share price performance, and other key performance indicators, this show addresses what investors should know about the companies they invest in related to the management of their employees, customers, distribution and supply chain partners. 
 

Panelists 

 
The show and feature article will provide perspectives from four experts looking at the issue from different points of view:
 
Valuation experts: Dave Bookbinder, Executive Director, Valuation Services, Haefele Flanagan, Maple Shade, NJ, an accounting and advisory firm and a pioneer in accouting for the human factor in valuations.
 
Investment managers: Jason Britton, Founder, Reflection Asset Management, a Charleston, SC-based asset management firm that focuses on thematic investments.
 
A human capital analytics firm for investors: Bart Houlahan, Partner, Irrational Capital, Paoli, PA, creator of the Human Capital Factor, an analytics tool for predicting future value creation through human capital factors. 
 
Mergers and acquisitions: Laura Queen, Founder, CEO,  29Bison, a Doylestown, PA, mergers and acquisitions and due diligence firm specializing in the analysis of human capital factors. 
 

Key Takeaways

 
Besides sharing their views on the role of human capital analysis in the investment world today, the panelists will provide their perspectives on the specific factors that can affect both investments in public companies, private equity or mergers with private firms. 
 

• What evidence is there that people can affect share prices and financial results?
• How familiar is the investment world today in these factors and how to identify them?
• To what extent do leading investors today systematically review human capital factors and is the level of interest growing?
• Given the lack of required disclosures of public companies beyond vague requirements in 10-K disclosures, where can people go to find relevant information?

---

Enterprise Engagement Alliance Services
 
Celebrating our 15^th year, the Enterprise Engagement Alliance helps organizations enhance performance through:
 
1. Information and marketing opportunities on stakeholder management and total rewards:

• ESM Weekly on stakeholder management since 2009. Click here to subscribe; click here for media kit.
• RRN  Weekly on total rewards since 1996. Click here to subscribe; click here for media kit.
• EEA YouTube channel on enterprise engagement, human capital, and total rewards since 2020 

2. Learning: Purpose Leadership and Stakeholder Management Academy to enhance future equity value for your organization.
 
3. Books on implementation: Enterprise Engagement for CEOs and Enterprise Engagement: The Roadmap.
 
4. Advisory services and research: Strategic guidance, learning and certification on stakeholder management, measurement, metrics, and corporate sustainability reporting.
 
5. Permission-based targeted business development to identify and build relationships with the people most likely to buy.
 
Contact: Bruce Bolger at TheICEE.org; 914-591-7600, ext. 230.