Setting up an employee share plan involves crucial decisions about sourcing shares and managing sales effectively. Join Ghal and Tom from EQ's Corporate Dealing team, Ben McCarthy from Linklaters and Rob Lyons from M&S as they share their extensive experience in this area.  They’ll cover current trends in sourcing shares, looking at new issue or market purchase, along with key considerations for an issuer and their finance team.  Discover strategies for hedging, managing large share sales and using the Employee Benefit Trust to your advantage. There will be focus on the recent changes to dilution limits in the Investment Association’s Principles of Remuneration.

KEY LEARNINGS:

• Learn strategies for sourcing shares, planning in advance for your share plan vesting whilst managing headroom and dilution limits.
• Understand how an issuer can use various approaches across their share plan grants to keep their finance team and employees happy.
• Discover effective liquidity management techniques to ensure an orderly market at vesting.

Post-Covid, the business landscape in China is growing quickly and driving opportunities for growth and expansion. To operate successful share plans that are competitive and relevant, it is critical to understand the cultural history, stakeholder impacts and evolving regulatory landscape of employee ownership in the region.

This session details how China’s employee ownership culture has altered since the pandemic and what businesses must do to operate plans compliantly and efficiently.

• Uncover the latest developments in government policy as it navigates continued globalization
• Discover how Chinese policy makers are focusing on employee ownership, equity compensation and technology enterprises
• Learn from Lucid Motors’ experience of establishing stock plans in China as a cornerstone for expansion