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Second Annual
Rutgers–Oxford Employee Ownership Research Symposium

Friday, August 30, 2024

Kellogg College, 60-62 Banbury Road Oxford University

Welcome Dinner, 7 p.m. Thursday, August 29, 2024
Gees Restaurant & Bar, 61-63 Banbury Rd, Park Town, Oxford OX2 6P

Overview

The purpose of the symposium is to assemble an interdisciplinary collection of global scholars and practitioners to present new theoretical and empirical writing and research on employee share ownership and profit sharing, and to encourage ongoing academic discussions and collaboration.

Co-Hosts:

Jonathan Michie
President, Kellogg College and
Director, Center for Mutual and Co-Owned Business (MCOB)
Oxford University

Joseph Blasi
Director, Institute for the Study of Employee Ownership and Profit Sharing
Rutgers University

Moderator:

Christopher Mackin
Senior Fellow, Abby Rockefeller Fellow, and Ray Carey Fellow
Institute for the Study of Employee Ownership and Profit Sharing
Rutgers University

Symposium Agenda

> View the symposium agenda as a PDF

Thursday Evening – August 29, 2024
7:00 PM
Welcome Dinner

Gees Restaurant, 61-63 Banbury Road, Oxford OX2 6PE

Guest Speaker:
James Bonham, President, Employee Ownership Foundation
(USA)

Friday, August 30, 2024
7:00 AM -
8:00 AM
Breakfast

Gees Restaurant, 61-63 Banbury Road, Oxford OX2 6PE
Symposium Location: Seminar Room, Kellogg College

Directly across the street from Gees Restaurant - Main Reception Entrance of Kellogg College – University of Oxford

Six one-hour sessions, 30 minutes of presentation / 30 minutes of discussion
Moderator: Christopher Mackin, Senior Fellow, Rutgers Institute
8:15 AM
Welcome

Jonathan Michie, Kellogg College, Oxford University

Joseph Blasi, Rutgers University School of Management and Labor Relations
8:30 AM -
9:30 AM
Session 1 – USA Research

Paper 1:
Blasi, Joseph –  Federal Data and Data Sets on Employee Ownership

Paper 2:
Kurtulus, Fidan – Employee Share Ownership, Management Practices, and Firm Outcomes in U.S. Manufacturing

Paper 3:
Kruse, Doug and Schur, Lisa – Employee Ownership for Union Workers: Prevalence and Effects

Paper 4:
Aran, Yifit – The RSU Time Bomb: Regulating Startup Equity Compensation in the Unicorn Era
9:30 AM -
10:30 AM
Session 2 – European Research

Paper1: 
Halbertsma, Ann-Sophie – Employee Ownership in SMEs in the Netherlands

Paper 2:
Aubert, Nicolas – Determinants of EO stock adoption by French SMEs  

Paper 3:
Duverger, Timothee - The Role of the Social and Solidarity Economy (SSE) in Corporate Reform in France

Paper 4:
Mirabel, Thibault – Employee Stock Ownership Funds: Reducing Wealth Inequalities in France, Equalis Capital
10:30 AM - 11:00 AM
Break 1
11:00 AM -
12:00 PM
Session 3 – EOTs Theory and Research

Paper 1:
Banerjee, Aneesh – Why do Founders Choose to Exit via Employee Ownership? A Comparative Analysis of Employee-owned Businesses in the UK

Paper 2:
Nuttall, Graeme and Hoffmire, John – Comparing EOTs and ESOPs

Paper 3:
Major, Guy and Preminger, Jonathan – Value-Added sharing to Promote EOTs and Investment

Paper 4:
Hand, Mark – Purposeful Succession: How Owners Can Use Purpose Trusts to Lock in Legacy and Foster Rural Community Resilience
12:00 PM - 1:00 PM
Lunch

Gees Restaurant, 61-63 Banbury Road
1:00 PM -
2:00 PM
Session 4 – Theory & Practice - Theory

Paper 1:
Ellerman, David – A Critical Analysis of Different Forms of Employee Ownership

Paper 2:
Rothstein, Bo – Employee Ownership and the Case for Liberal Socialism

Paper 3:
Sente, Christophe – Painting a Bigger Picture: Resisting Insularity When Democratizing Firms

Paper 4:
Palmieri, Michael – Exploring the Economic Benefits of Employee Ownership
2:00 PM -
3:30 PM
Session 5 – Research on Practice I

Paper 1:
Albanese, Marina – Worker Cooperatives and Environmental Awareness

Paper 2:
Cox, Robynn – Quality Employment, Capital Ownership, and the Racial Wealth Gap: The Case of ESOP Employment

Paper 3:
Pendleton, Andrew – Employee Ownership and Attitudes: The Role of Selection Effects

Paper 4:
Fakhfakh, Fathi – Sustainable Innovations in French Worker Cooperatives

Paper 5:
Jones, Derek – Employee-Owned Firms and Support Organizations: Are We There Yet?
3:30 PM -
4:00 PM
Break 2
4:00 PM -
5:00 PM
Session 6 – Research on Practice II

Paper 1:
Goldstein, Daniel – Transitioning over time from Family-Owned to Employee-Owned: The Serial Transaction Approach

Paper 2:
Oldham, Simon – Cooperative Social Responsibility Research: Mapping the Field and Shaping the Future

Paper 3:
Fang, Tony – Employee Ownership and Promotive Voice

Paper 4:
Rothenberg, Delilah – Scaling Shared Ownership for Institutional Investment
5:00 PM -
5:30 PM
Wrap Up – Concluding Remarks

Jonathan Michie

Joseph Blasi

Christopher Mackin
Registration Information

Cost: 235 Pounds for meal and conference costs. No partial payments, no American Express 

> Registration link here 

Instructions for navigating the registration link: 

  • This is the registration site for "Sundry Payments" used by Oxford students. Do not be confused that the site assumes you to be a student.  
  • At the line asking for your Student ID enter: CONF300824
  • At the line asking for your Date of Birth (DOB) enter 01/01/2000 - Congratulations, imagine you are young!
  • On the final credit card payment line that asks for the "start date" of your credit card. You can ignore that request. As is standard with credit card transactions you must include your Expiration ("Expiry") date.
Hotel Information
Questions?

Contact Christopher Mackin 

Invited Guests
  • Maria Albanese, University of Naples
  • Yifat Aran, University of Haifa
  • Nicolas Aubert, Aix-Marseille University
  • Joseph Blasi, Rutgers University
  • Bridget Carroll, Cork University Business School
  • Robynn Cox, University of California-Riverside
  • Timothee Duverger, Sciences Po Bourdeaux
  • David Ellerman, Institute for Economic Democracy - Ljubljana
  • David Erdal, Rutgers University
  • Tony Fang, Memorial University of Newfoundland
  • Isabelle Ferreras, Université catholique de Louvain
  • William Foley, Rutgers University
  • Daniel Goldstein, Rutgers University
  • Anne-Sophie Halbertsma, Utrecht University
  • Mark-Clayton Hand, University of Texas-Arlington
  • Renee Hatcher, University of Illinois-Chicago
  • John Hoffmire, Cadence Innova
  • Derek Jones, Hamilton College (Ret.)
  • Douglas Kruse, Rutgers University
  • Fidan Kurtulus, University of Massachusetts
  • Christopher Mackin, Rutgers University
  • Guy Major, Cardiff Business School
  • Jonathan Michie, Kellogg College-Oxford
  • Ana Nacvalovaite , Kellogg College-Oxford
  • Graeme Nuttall, Field Fisher
  • Simon Oldham, Royal Holloway University of London
  • Michael Palmieri, Kent State University
  • Andrew Pendelton, University of New South Wales
  • Jonathan Preminger, Cardiff Business School
  • Delilah Rothenberg, Pre-Distribution Initiative
  • Bo Rothstein, University of Gothenburg
  • Lisa Schur, Rutgers University
  • Christophe Sente, Université Libre de Bruxelles
  • Mirabel Thibault, Equalis Capital
  • Philippe Van Parijs, Université catholique de Louvain