Retail Investors Take the Mic: Engaging the Modern Shareholder

Retail Influence on the Rise The 2025 proxy season highlighted a paradox the OPTIMIZER has long noted: retail shareholders are more important than ever, yet remain seriously under-engaged when it comes to actually voting their proxies. At many large-cap companies,...

2025 Was The 90th Anniversary Of The Proxy Solicitation Business: A Quick Look At The “Highlights And Lowlights” And A Closer Look At Where It Stands Today

It’s been 90 years since the Nye family turned its brokerage business, Georgeson & Co., into a “proxy-chasing business” in 1935 – a time when individual investments in stocks had become very big business and voted proxies were very much in demand at Shareholder...

2025 MARKS THE 25TH ANNIVERSARY OF “NOTICE AND ACCESS” – THE BEST “PUSH-MODEL” EVER!

BILLIONS OF DOLLARS SAVED. BUT NOW, IT DESPERATELY NEEDS A FIX: A “PULL-MODEL” THAT WORKS – AND A RADICAL RE-ORDERING OF REQUIRED INFO Issuers of securities should be sounding big cheers for 25 years of Notice and Access – which has saved tens of billions of dollars...

Sell Your Proxy Votes? Good Idea, We Say, But Lots Of Practical Problems

Shareholder Vote Exchange, which was featured in a January 22 WSJ article, was started in 2021 by Preston Yadegar, 25 years old, a 2020 BU graduate whose venture has been funded so far by friends and family but who says that talks are underway with potential...

Supreme Court In British Columbia Swats Down “Mosquito”; Sets Aside Meeting Results And Orders Company To Call A New Meeting

In a landmark case that will, no doubt, influence proxy voting procedures here in the U.S. as well, a British Columbia judge ruled in favor of the Petitioner – International Energy and Mineral Resources Investment Ltd. —a Hong Kong company that was seeking to oust directors of Mosquito Consolidated Gold Mines Limited

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