Take Ownership of Your Governance: Don’t Wait for Activists to Start the Conversation

Navigating M&A and Shareholder Activism: Key Insights for 2025 Co-Editor Peder Hagberg interviews Bob Marese, President of MacKenzie Partners, on current trends in mergers and acquisitions, shareholder engagement, activism, and effective board governance heading...

Leveling the Playing Field of Corporate and Shareholder Transparency

A Call to Action from Joseph Caruso, CEO, Alliance Advisors Joe Caruso: Over the past few years, there’s been a growing call for greater corporate transparency, especially from government agencies, institutional investors, and proxy advisory firms. But are we really...

Reflections on “Engaging with Investors”

Over the Past 30+ Years – And Advice for Effectively Engaging Now – From Two Pioneers of Good Corporate Governance When we announced the theme for this year’s Special Supplement to the OPTIMIZER—our thirtieth edition—one of our advertisers noted that “thirty years...

Holders Coalition Fights Threats By Unclaimed Property “Auditors” To Change State Laws At The Expense Of Share-Owners

Here’s an email we got recently from Jen Borden – whom we consider to be the world’s top expert on all things concerning unclaimed property. It updates the article she did for our year-end magazine, 2022 Unclaimed Property Year-End Round Up, and provides some truly...

ADRmageddon…SEC Enforcement Subpoenas Hit The Top-4 ADR Banks: Mega-Scandals Threaten ADR Bankers – And Maybe ADRs Themselves

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,...

read more

Pin It on Pinterest