Morgan Stanley

Morgan Stanley Smith Barney Selected for Four Panels at First Annual National Equity Compensation Forum

Sep 1, 2011

New York —


Morgan Stanley Smith Barney announced today that it was selected to participate in four equity compensation panels at the first annual National Equity Compensation Forum (NECF) in Scottsdale, Arizona from September 14-16, 2011.  Morgan Stanley Smith Barney provides stock plan services to nearly 2.5 million participants at more than 500 corporations globally, including more than 20 percent of the Fortune 500.

The NECF conference, sponsored by the Global Equity Organization (GEO), is designed specifically for senior level equity compensation professionals.  The conference will address corporate governance, administration, program design, tax and global issues.

“As a leader in stock plan administration services, we help our clients address many diverse, often very complex, issues.  I’m looking forward to sharing our knowledge of best practices at the inaugural NECF conference,” said Julian Clark, Head of Global Stock Plan Services at Morgan Stanley Smith Barney.

Professionals from Morgan Stanley Smith Barney will speak on corporate governance and insider trading, performance metrics, global employee stock purchase plans, and administration when securities are listed on international exchanges.  Other panel members presenting with Morgan Stanley Smith Barney include equity compensation professionals from IntercontinentalExchange Inc., PriceWaterhouseCoopers, Steven Hall & Partners, Baker & McKenzie, Equilar and Booz Allen Hamilton.2

“GEO’s National Equity Compensation Forum provides equity compensation professionals the opportunity to discuss best practices with experts, connect with senior level equity practitioners and dive deeply into the strategic components of equity compensation.  We are thrilled to have Morgan Stanley Smith Barney professionals share their insights on so many important topics,” said Michael Bendorf, Executive Director of the Global Equity Organization.1

Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services.  For further information about Morgan Stanley Smith Barney, please visit

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,300 offices in 42 countries. For further information about Morgan Stanley, please visit

1 GEO is not affiliated with Morgan Stanley Smith Barney.

2 Guest speakers are neither employees of nor affiliated with Morgan Stanley Smith Barney.  Opinions expressed by the guest speakers are solely their own and do not necessarily reflect those of Morgan Stanley Smith Barney. 

Investments and services offered through Morgan Stanley Smith Barney LLC, member SIPC.

Media Relations Contact: Tricia Nestfield, 914.225.6369