- Proxy Voting Issues
- Mergers & Acquisitions
- Teneo Governance
- Shareholder Activism
- Executive & Board Recruitment
- Governance & Compliance
Memberships & Affiliations
Member, Society of Corporate Secretaries and Governance Professionals
Charter Member, ISS Governance Exchange Advisory Council
Board of Directors, Margot Music Fund, Inc.
Karla Bos is a Managing Director with Teneo Governance. Ms. Bos has over 20 years’ experience in the financial and legal services industry, with an emphasis on corporate governance. She has a successful track record of developing and managing efficient, compliant systems within fast-paced, rapid-growth, service-intensive companies. Ms. Bos is also an experienced public speaker, having developed and presented a number of sophisticated business proposals to C-suite and board level audiences.
Prior to joining Teneo, Ms. Bos was Director, Investment Proxy Research at Fidelity Investments, where she led a team of analysts responsible for corporate governance and proxy voting operations for Fidelity Management and Research Co. and its affiliated advisers, whose assets under management exceed $2 trillion. Her responsibilities in this role included: thought leadership, vote analysis, issuer engagement, liaison with investment professionals, and development of and compliance with proxy voting guidelines. Her team conducted hundreds of engagements annually and voted more than 7,000 shareholder meetings in over 60 global markets.
Previously, Ms. Bos served as Vice President, Proxy Voting at ING Investment Management, where in 2004, she created a new department within a mutual fund platform to manage proxy voting and corporate governance activities for 220 funds, with $100 billion in assets, covering 7,000 shareholder meetings, in 60 global markets annually. In 2010, she expanded the scope of this department to administer proxy voting operations for institutional and wrap account business, with no increase in head count.
Earlier in her career, Ms. Bos held a variety of roles, including: Research Analyst, Hunter Wise Financial Group, LLC; Legal Assistant, Styling Technology Corporation; Legal Assistant, Corporate Securities Practice, Gammage and Burhham PLLC; Financial Sales Assistant, Bowne of Phoenix; and Public Relations Associate at both Martz & Wadas and Klute Communications.