PRESENTATION

ERISA at 50

A Conversation with the NCEO's Corey Rosen

Recorded March 26, 2024

The Employee Retirement Income Security Act of 1974 ushered-in the modern ESOP. Employee ownership in United States has changed significantly in the 50 years since ERISA's passage, but the legislation's impact looms large.

How did we get here, and what comes next?

Corey Rosen, founder of the National Center for Employee Ownership (NCEO) – the US's largest employee ownership-focused nonprofit – offers his unique perspective on ERISA's genesis, maturation, the ongoing push for future, pro-ESOP legislation. He's joined by CSG's founder, Lawrence Kaplan.

 

Featuring

 
Corey Rosen

Corey Rosen

NCEO

Rosen founded the NCEO in 1981. Over the years, he has written, edited, or contributed to dozens of books, articles and research papers on employee ownership. He has been called the leading expert on employee ownership in the world.

Larry Kaplan Card

Lawrence Kaplan

CSG PARTNERS

At CSG Partners, Lawrence has built the nation's leading leveraged employee stock ownership plan practice. His expertise in capital structure and ESOP optimization has led to hundreds of successful liquidity transactions and numerous accolades from industry organizations.

Jordan Burg

Jordan Burg

CSG PARTNERS

Jordan guides CSG’s marketing and ESOP awareness efforts. By leveraging his broad creative, financial, and entrepreneurial experience, Jordan helps introduce the unique benefits of employee stock ownership plans to closely-held companies and their trusted advisors.

 

Why do Leading Companies Trust our ESOP Advisors?

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Experience

Our multi-disciplinary team's primary focus is ESOPs, and our transaction volume is unmatched in the industry. That translates to extensive institutional knowledge and a deep understanding of the variability of employee stock ownership plans.

Analytics-Focused

We leverage proprietary modeling and research tools – refined and developed throughout our 20+ year history – to deliver data-driven ESOP recommendations and solutions.

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Financial Reach

Our dedicated capital markets team has access to the same financing sources as private equity firms and top investment banks. In the last five years alone, 30+ bank lenders and funds have financed CSG-led ESOP transactions.

300+

Transactions

25K+

Employee Owners

$25Bn+

in Enterprise Value

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