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...
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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...
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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...
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Here Are The Three “Most Engaging Proxy Materials” From The Two-Dozen “Packages” We Received Through Mid-April

PEPSICO’s ANNUAL REPORT - Tops to date – and one of the two or three most engaging sets of reports over our 30+ years of reviewing proxy materials.  Packed FULL of engaging soundbites, like the theme – “Winning with pep+” (which we have been doing for 30+ years) plus...
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Early Returns From The Annual Meeting Front: Spring-Season Has Just Begun – And Ill-Winds Are Blowing

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Pity poor Citi – whose top management team – and board – were taken totally by surprise when the Fed refused to allow Citi to increase the quarterly dividend from a measly penny a share and to buy back shares to prop up the stock – as everyone, including  the investor community, was confidently expecting – and where the bombshell dropped just a few weeks before Citi’s annual meeting.

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Still Another Sea-Change This Season: Four Companies Sue Gadfly John Chevedden After The SEC Refuses To Grant ‘No-Action Letters’… Prompting Fast And Furious Reactions By Activist Investors

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More ill-winds seem to be sweeping the streets in the run-up to the spring meeting season: So far this year, four well-known companies have sued gadfly John Chevedden, seeking to block his non-binding proposals from coming to a vote: EMC Corp., Express Scripts Holding Co., Omnicom Group, Inc. and Chipotle Mexican Grill.

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