Strategic Investor Initiative

to receive Vantage Point, SII’s publication on news, events, and more


of CEOs feel they are too short-term oriented

15 Trillion

in AUM for the SII Advisory Board and Network Partners


leading global CEOs in the CECP coalition

To Spark the Movement of Trillions

CECP was founded by Paul Newman and John Whitehead who believed corporations and their leaders can and should be a force for good in society. CECP’s Strategic Investor Initiative (SII) is a logical extension of this vision —creating a forum where CEOs can present long-term plans to long-term investors, and demonstrate the greater sustained earnings power proven to come from longer-term thinking. The Strategic Investor Initiative is developing a new platform for leading companies to develop, convey and deliver their long-term plans to long-term investors. SII will spark the movement of trillions of dollars of capital to companies demonstrating performance excellence over the long-term and will help build trust in capitalism as an engine of global prosperity.

A Collaborative Exchange That Will

  • Change the conversation between CEOs and their boards, directors, and investors to one of sustained long-term corporate performance.
  • Provide tools and resources for CEOs and investors to pursue an alternative to short-termism and change market behaviors that inhibit corporations and investors from delivering sustained long-term value for all stakeholders.
  • Facilitate commitments by a significant number of leading global companies and investors by 2020 to research, pilot, and adopt mechanisms to shift strategies and capital from short-term to long-term.

CEO Investor Forum

2018 CEO Investor Forums will take place on Monday, February 26, 2018, in New York City, and Thursday, April 19, 2018, in San Francisco. Register to attend the CEO Investor Forum 3.0. Limited presentation spots remain for the April 19, 2018 event. Email Mark Tulay for more information on speaking.


CEO Investor Forum 3.0, February 26, 2018


  • David Abney, Chairman & CEO, UPS
  • Michael R. Bloomberg, Founder, Bloomberg LP and Bloomberg Philanthropies & 108th Mayor of New York City
  • Kenneth Frazier, Chairman & CEO, Merck & Co., Inc.
  • Alex Gorsky, Chairman & CEO, Johnson & Johnson
  • Omar Ishrak, Chairman & CEO, Medtronic Plc
  • Paul Polman, CEO, Unilever PLC


Welcome to the CEO Investor Forum

Bill McNabb, Chairman, Vanguard


Lunch & Fireside Chat:

Michael R. Bloomberg, Founder, Bloomberg LP and Bloomberg Philanthropies & 108th Mayor of New York City


The second CIF took place September 19, 2017, in New York City at Bloomberg, LP HQ. Read the press release. Presentation videos are available here. Photos can be viewed here. Download the Executive Summary. Speakers at the September Forum included:

  • Mark Bertolini, Chairman & CEO, Aetna Inc.
  • Kevin P. Clark, President & CEO, Delphi Corporation
  • Johan Dennelind, President & CEO, Telia Company
  • Mark Grier, Vice Chairman and Member of the Board, Prudential Financial, Inc.
  • Mike Gregoire, CEO, CA Technologies
  • Raj Gupta, Board Chair, Delphi & Former CEO, Rohm and Haas Company
  • Rodney Martin, Jr., Chairman & CEO, Voya Financial, Inc.
  • Tom Wilson, Chairman & CEO, The Allstate Corporation.

On February 27, 2017, CECP’s Strategic Investor Initiative held its inaugural CEO Investor Forum in New York City. The invitation-only event was limited to CEOs of Fortune 500 companies and a select group of long-term-oriented institutional investors and pension funds representing more than $20 trillion in assets under management.

Download the Executive Summary from the first-ever CEO Investor Forum

View photos from the CEO Investor Forum

Watch the presentations from the February 2017 CEO Investor Forum

SII Advisory Board


  • Trusted advisor to more than 200 CEOs and companies across all industries that represent more than $7 trillion in annual revenues.
  • Convening power to bring together CEOs and long-term investors to accelerate dialogue on the new definition of value.
  • Established reach to senior executives through Board of Boards CEO gathering.
Daryl Brewster, CEOMark Tulay, Director, SII
CECP HQ5 Hanover Square, Suite 2102 New York, NY 10004


CECP partnership is by invitation only and limited to multibillion-dollar for-profit companies. While CECP does not offer formal partnership (renewed on a yearly basis) for small to mid-size companies, or non-corporate institutions (e.g., academic, nonprofit, government), our latest research, event summaries, and benchmarking reports are all available, free of charge, on our website.

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