The Risks and Returns of Serving on your Congregation’s Finance or Investment Committee

I am often asked to share my knowledge about investing and fiduciary responsibility.  My experience in the financial field has given me many insights about risk, investing, and governance, which I happily share with the UUA and fiduciaries who are just beginning their service to the UUA.  The purpose of this article is to build […]

Chevron Shareholders’ $55 Billion Dollar Answer

Chevron’s 2014 annual shareholder meeting was remarkable in one respect. It was not marked by what happened. Instead it was notable by what did not happen. This year, Chevron’s management was clearly hoping for a better reception from it shareholders regarding its legal troubles in Ecuador.  Chevron even showed a new video to shareholders that […]

The Road to Midland, Texas

Holed up in a hotel, I’m reflecting on what has brought me to Chevron’s annual shareholder meeting in Midland, Texas. I first learned of Texaco’s decades of oil pollution in the Ecuadoran Amazon in the early 1990s.  As I was first organizing shareholders to oppose Texaco’s partnership with Burma’s military junta, other shareholders were starting […]