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  1. Our FOUR Top Takeaways from the 2017 Annual Meeting Season

    This year’s big-meeting-season brought two earthshaking changes in the overall corporate governance climate that will, we believe, alter the landscape forever. Also, there were developments on political disclosure and so-called diversity proposals that issuers should take note of as they plan for next year:

    Article

    2017 - Q2
  2. “MINI-TENDER” OFFERORS ARE BACK AGAIN

    “HEED THE JUDGE” IN A LANDMARK CASE, BEFORE TURNING OVER YOUR SHAREHOLDER RECORDS TO UNKNOWN AND POSSIBLY UNSCRUPULOUS “SERVICE PROVIDERS.”

    Article

    2017 - Q2
  3. ADRmageddon…SEC Enforcement Subpoenas Hit The Top-4 ADR Banks: Mega-Scandals Threaten ADR Bankers...

    The SEC’s Enforcement Division has issued wide-ranging subpoenas to the four largest ADR banks - and to many of their top officials, we are told - demanding detailed information going all the way back to 1997, according to our source - the chief whistleblower, who, while wanting to be anonymous for now, knows the ADR business inside and out.

    Article

    2016 Q1
  4. The World Of Shareholder Meetings

    An Interview With Michael Mackey, President, Alliance Advisors, LLC

    Article

    2016 January Special Supplement
  5. The Optimizer Interviews Jay McHale & Bill Jackson Of Computershare/Georgeson

    “Gentleman: 2015 set an all-time record for mergers, acquisitions and spin-offs. With a truly astonishing $4.7 trillion in deals announced, and with so many of the deals involving “mega-cap companies”, we imagine that the impacts on Computershare and on Georgeson Were significant ones. So... for starters....”

    Article

    2016 January Special Supplement
  6. The Return Of The Telephone

    An Interview with Ellen Philip & Cal Donly Of Ellen Philip Associates

    Article

    2016 January Special Supplement
  7. Q&A With Abby Cowart

    New Executive Director of the Shareholder Services Association

    Article

    2016 January Special Supplement
  8. Wells Fargo Shareowner Services

    An Interview With Todd May SVP, Wells Fargo Shareowner Services

    Article

    2013 Special Supplement