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“It’s going to flip everything on its head,” says one XY Planning Network advisor.

EVP and Chief Innovation Officer, Capgemini

Karan Bahalla is CEO of CU Rise, a credit union analytics firm

Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing

Matt Potter, CFA, is director of investment services at SEI.

Doron Youngerwood is the director of marketing at SysAid, an IT services management company.

Distinguished Architect - Application/Product
Wolters Kluwer Tax & Accounting, North America

Director of Information Security
Wolters Kluwer Tax & Accounting, North America

In the first half of the year, the country’s largest pension system cast votes against pay plans at 1,165 firms, or 52% of portfolio companies that held votes.

Elan Amir is chief executive of MeasureOne.