Jonathan R. Davidson, a partner of the Firm, concentrates his practice in the area of shareholder litigation. Jonathan currently consults with institutional investors from around the world, including public pension funds at the state, county and municipal level, as well as Taft-Hartley funds across all trades, with regard to their investment rights and responsibilities.
Jonathan assists clients in evaluating and analyzing opportunities to take an active role in shareholder litigation. With an increasingly complex shareholder litigation landscape that includes securities class actions, shareholder derivative actions and takeover actions, opt-outs and direct actions, non-U.S. jurisdiction opt-in actions, and fiduciary actions, Jonathan is frequently called upon by his clients to help ensure they are taking an active role when their involvement can make a difference, promote corporate accountability, and to ensure they are not leaving money on the table.
Jonathan is a frequent lecturer on shareholder litigation, corporate governance, fiduciary issues facing institutional investors, investor activism and the recovery of investment losses -- speaking on these subjects at conferences around the world each year, including the National Conference on Public Employee Retirement Systems’ Annual Conference & Exhibition, the International Foundation of Employee Benefit Plans Annual Conference, the California Association of Public Retirement Systems Administrators Roundtable, the Florida Public Pension Trustees Association Trustee Schools and Wall Street Program, the Pennsylvania Association of Public Employee Retirement Systems Spring Forum, the Georgia Association of Public Pension Trustees Annual Conference and Trustee School, the Fiduciary Investors Symposium, the U.S. Markets’ Institutional Investor Forum, and The Evolving Fiduciary Obligations of Pension Plans.
“Getting Serious About ESG,” International Foundation of Employee Benefit Plans Benefits Magazine (April 2013)
“Living in a Post-Morrison World: How to Protect Your Assets Against Securities Fraud,” National Association of Public Pension Attorneys Working Group (June 2012)
“Filing Proofs of Claim: Recovering Money Rightly Owed to Pensioners,” International Foundation of Employee Benefit Plans Benefits Magazine (February 2011)
National Association of Public Pension Attorneys
Council of Institutional Investors
National Conference on Public Employee Retirement Systems (NCPERS)
International Foundation of Employee Benefit Plans (IFEBP)
Pennsylvania Association of Public Employee Retirement Systems
Florida Public Pension Trustee Association – Corporate Advisory Board Member
Georgia Association of Public Pension Trustees – Annual Conference and Trustee School Program Committees
California State Association of County Retirement Systems (SACRS)
California Association of Public Retirement Systems (CALAPRS)
Louisiana Trustee Education Council
Missouri Association of Public Employee Retirement Systems
American Cancer Society – Annual Bike-a-Thon participant and fundraiser
Philadelphia Zoo – Friend Supporter