6. Edward C. Johnson, III was the CEO of Fidelity mutual funds and also the chair of
the Fidelity board. In 2004, the SEC issued a regulation requiring that chairs at mu-
tual funds be independent of management, forcing Johnson to resign as chair. John-
son opposed the SEC action. Here are two arguments he made:
(1) “Mandating an independent chairperson is akin to requiring that every ship have
two captains. . . . If a ship I was sailing on were headed for an iceberg, I’d want one—
and only one—captain giving orders. I’d like to know that he’d spent some time at sea
and knew what he was doing.”
(2) “If a wrong-doer is tempted to try some abuse against fund shareholders, which
board chairman would they rather try sneaking it past—an industry veteran with a di-
rect and personal interest in the fund—or a chairman with 40 years experience mak-
ing carbonated beverages, and who has just flown in for a two-day board meeting?”
Summarize Johnson’s arguments against independent chairs in your own words.
Also suggest responses that might be made by a supporter of the SEC regulation.
ANSWER: Johnson thinks that having one person in charge of the management and
the board of directors will ensure that the company can chart a specific course of ac-
tion and follow it. The SEC concern is with one person being able to chart a specific
course of action directly into the iceberg. In other words, the SEC is concerned that
7. Consider the example in Figure 7.2. Assume that neither firm knows whether its
project is safe or risky. For each firm, there is a 1/2 chance that the project is safe,
producing $125 for sure. There is a 1/2 chance the project is risky, producing $150
with probability 2/3 and zero with probability 1/3. This means that, overall, each firm
has a 1/2 chance of earning $125, a 1/3 chance of earning $150, and a 1/6 chance
of earning zero. Otherwise, make the same assumptions as before. Will the firms be
able to sell bonds? Show your reasoning.
ANSWER: Savers will only buy a bond that has an expected return of $110 and
above. In order to be able to sell a bond, firms have to promise a payment that gen-
erates an expected payment of at least $110. If firms were to promise a payment of
$125, the expected return for a bond holder will be (1/2) $125 + (1/3) × 125 + (1/6) ×
A-46 CHAPTER 7 Asymmetric Information in the Financial System