William Hsu Email & Phone Number

Portland, Oregon Metropolitan Area

Portland, Oregon Metropolitan Area

Austin, Texas

• Managed and participated in Dimensional’s issuer engagement program and identified opportunities for proactive engagements.• Voted proxies on behalf of the firm and managed a team to carry out operational proxy voting procedures.• Drafted and presented quarterly materials for DFA’s Investment Stewardship Committee based on trending voting issues, updates in various market regulations, and proxy advisor guidelines.• Identified gaps and provided updates to DFA’s proxy voting guidelines annually.• Presented engagement and voting trends for client reporting by pulling historic voting and engagement statistics.

San Francisco Bay Area

• Assist in drafting the Proxy Statement, Board of Directors’ responses to stockholder proposals, and other proxy materials for Annual Meeting distribution.• Manage the Proxy Statement calendar and budget to facilitate distribution and stratification for Chevron’s largest registered and beneficial stockholders.• Organize the Annual Meeting of Stockholders by leading annual planning meetings, managing timeline and budget, and preparing various meeting materials, dress rehearsals, and security logistics.• Research and analyze governance issues, trends, and ratings as well as environmental and social issues which play into determining Chevron’s top institutional investors’ proxy voting policies.• Benchmark Chevron’s corporate governance practices against peer group practices and recommend improvements in Company practices, as appropriate.• Draft whitepapers for senior executives and the Board of Directors summarizing governance trends, historical vote outcomes, and policy updates from proxy advisory firms and institutional investors.• Assist in developing in- and off-season engagement plans and drafting pre-reads and meeting minutes in connection with engagement meetings.• Draft governance sections in annual Chevron investor publications, including the Annual Report and the Corporate Responsibility Report.

San Francisco Bay Area

• Oversee and direct a team of 6 members internationally to execute, develop, and codify custom voting policies from conception through production deployment.• Facilitate client needs with the development team as well as the research team to streamline financial data points to effectively capture corporate governance trends and automate client’s voting recommendations.• Advise the sales team about the complexity of prospective client policies in order to designate appropriate project timelines.

San Francisco, Ca

• Communicate with clients on a daily basis via e-mail and phone in addition to conducting due diligence visits on an annual basis with existing contracts. • Analyze clients’ voting activities from year-to-year to make recommendations on how to further automate voting processes as well as to address new upcoming governance issues for the following • Acts as an intermediary between the company’s research division and client services division to oversee proper voting operations.• Performs regular account and ballot reconciliation to ensure account health.

• Perform analytical research on corporate governance practices in small and large companies in Canada and United Kingdom as it pertains to different regional and judicial guidelines.• Investigate and report fraudulent embezzlement, artificial share inflation and share repurchasing.• Draft and publish “Proxy Paper” reports on various companies for all shareholders to base their voting decisions off of.• Perform data-entry for different company’s vote results from previous year’s annual general meeting.