The Mid-Year Fellows Workshop in Honor of Louis O. Kelso

The Mid-Year Fellows Workshop in honor of Louis O. Kelso provides a setting for the fellows to present their work-in-progress research, to receive feedback from an interdisciplinary group of colleagues and to develop research teams and projects with each other. Louis O. Kelso (1913-91) was a law professor, a political economist, a corporate and financial lawyer, lecturer and merchant banker who is chiefly remembered today as the inventor and pioneer of the Employee Stock Ownership Plan (ESOP) and the author of many books on the role of broad-based ownership in corporations and society within a democracy. The Louis O. Kelso Traveling Fellowships make it possible for all of the fellows in the fellowship program to meet annually in the Mid-year Fellows Workshop on the campus of Rutgers University. The workshop and the fellowships are supported by a generous gift from Mr. John D. Menke. Mr. Menke is President of Menke & Associates, Inc. one of the oldest and most active firms specializing in Employee Stock Ownership Plans or ESOPs. During his career, Mr. Menke has supervised or participated in over 2,500 ESOP transactions. Prior to founding Menke & Associates, Inc. in 1974, Mr. Menke was associated with the law firm of Kelso, Cotton, Seligman & Ray, where he practiced in the fields of corporate finance, tax planning, and mergers and acquisitions. Mr. Menke received his B.A. degree from the University of Texas, and his LL.B. degree from the Yale Law School.

The Program of the 2011 Mid-Year Fellows Workshop

The workshop will be held on February 24-25, 2011.

Schedule, PowerPoint presentations, and papers for the event will be posted during the week of February 14.  Please check this site freguently.

(Please keep checking these links below for content.  The event coordinators will be uploading material as soon as available.)

The Mid-Year Fellows Workshop in Honor of Louis O. Kelso posted 2/23/2011

PowerPoint Presentations

• Teams, Hierarchies, and Employee Ownership, Bernhardt-Walther
• Examining a Relationship-based Quality of Care in Organization with Different Ownership Types, Berry
• Employee Ownership and Firm Disclosure, Bova
• The Psychology of Employee Stock Options: Testing a New Conceptual Model, Carberry
• The Wall Street Politics of William E. Simon, Decker
• Efficiency in the Mondragon Cooperatives:Evidence from an Econometic case study, Gago
• Dynamics of Shared Capitalism Policies, Hsueh
• Using Experiments to Study Shared Capitalism, Mellizo
• Unpacking Bureaucracy, Meyers
• Why Stakeholder Theorists Should Support Stakeholder Democracy, Moriarty
• KCI Technologies, Inc. Engineering the Future, One Employee at a Time, Shipper
• Chart Rehabilitation of Hawaii, Tekin
  Shared Capitalism and Corporate Strategy: A Resource-Based Examination of ESOPs and Strategic Human Capital Programs, Thompson
• Business, Labor and Corporate Accountability in the Late Twentieth Century, VanDerZwan
• Men's and Women's Informal Social Networks in a Team-Structured Investment Company, Woodley

The Papers of the 2011 Mid-Year Fellows Workshop 

• Dynamics of Shared Capitalism Policies.  Joseph Hsueh
• Employee Capitalism or Corporate Socialism? Broad-based Employee Stock Ownership. Paige Ouimet
• Shared Capitalism and Corporate Strategy: A Resource-based Examination of ESOPs As Strategic Human Capital Programs. Peter Thompson
• The Psychology of Employee Stock Options: Testing A New Conceptual Model.  Edward Carberry
• To Own Is To Control. Mark J. Kaswan
• Social Movements, Human Capital, and the Construction of Occupational Community in Emerging Fields. Ryan Hammond
• Why Normative Stakeholder Theorists Should Support Stakeholder Democracy. Jeffrey Moriarty
• Race, Gender and Employee Ownership: Who Benefits From Self-Managed Teams? Vernon Woodley
• Reflections on Human Economic Development: Catholic Social Teaching, Social Enterprise and Property Rights. Robert Van der Waag
• Shared Capitalism and Individual Level Outcomes: Long-term and Short-term Perspectives. Kyongji Han
• A Look at Perceptions About Business Ethics and Organizational Ownership Structure. Sally Sledge
• Employee Ownership and Firm Disclosure. Francesco Bova
• How Did Employee Ownership Firms Weather the Last Two Recessions? Employee Ownership and Employment Stability in the U.S.: 1999-2008. Fidan Ana Kurtulus
• Using Experiments to Investigate Shared Capitalism and Productivity. Philip Mellizo
• Teams, Hierarchies, and Innovation. Karen F. Bernhardt-Walther
• Majority Employee-Owned Enterprises in the U.S.: A Profile. Erik Olsen
• Unpacking Bureaucracy: An Intersectional Theory of Gendered Organizations. Joan S.M. Meyers
• Efficiency and Job Satisfaction in Employee-Owned Enterprises: An Economic Case Study of Mondragon. Monica Gago
• Cultivating Consent, Reaping Resistance: Identity-based Control at a High End Natural Foods Store. Tricia McTague
• The Making of Shared Capitalism: Business, Labor and Corporate Accountability. Natascha van der Zwan
• Examining a Relationship-based Quality of Care in Organizations With Different Ownership Types. Daphne Berry
• The Political History of Investment Culture in the United States: The Wall Street Politics of William E. Simon. Jefferson Decker
• Chart Rehabilitation of Hawai’i: A Case Study. Ozge Tekin
• KCI Technologies, Inc.: Engineering the Future, One Employee at a Time: A Case Study. Frank Shipper
• Employee Ownership in the Deregulated U.S. Airline Industry. Dustin Avent-Holt
• How Does Share Ownership Affect Employee Behavior? Evidence from a Multinational Corporation. Alex Bryson
• The Relationship Between Financial Participation Plans and Company Financial Performance: Evidence From a Longitudinal Dutch Panel. Erik Poutsma