Reaching Out To Investors Via The Proxy Statement
The Optimizer Interviews Dannette Smith, Secretary To The Board Of Unitedhealth Group, Incorporated, The Winner Of Corporate Secretary Magazine’s 2010 Award For Best Proxy Statement
Reaching Out To Institutional Investors
Some Thoughts – And Lots Of Practical Tips – From Steven L. Brown, Director Of Corporate Governance, TIAA-CREF
Laurel Hill Advisory Group
An Interview With Dr. William J. Catacosinos, Chairman Of Laurel Hill Advisory Group, LLC And His Senior Colleagues
Key Industry Organizations Totally Miss The Point, We Say… And Don’T Help The Corporate Cause At All…
And Don’t Help The Corporate Cause At All… In Their Actual And “Model Responses” To Proposed Changes In The “Broker May Vote” Rule… Basically Flicking A Finger At The NYSE And Its Proxy Rule Committee
A First-Hand Report From The Intel “Virtual Annual Meeting”… And A Heads Up On The Broadridge Virtual Meeting In November
Your editor had the honor to serve as the Inspector of Election at Intel’s 2009 annual meeting, the first “virtual annual meeting” ever.
Issuers Get A Stay Of Execution On Direct Proxy Access… But It’s Coming To Our Neighborhood Soon, We Guarantee:
The SEC – which was expected to vote on Direct Access to the corporate proxy machinery for the purpose of nominating director candidates on Nov. 8th, announced in early October that it would delay a vote on the final rules until early 2010 – to be sure that they would “get itright.”
“Small” And “Mid-Sized Transfer Agents” – And A Quick Look At The “Biggies” Too
We’ve been expecting to have at least one really big story about Transfer Agency consolidation for well over six months now. But in the meanwhile, we’ve been amazed at how many questions we’ve been getting from issuers about “small transfer agents”.
“The Noughties”
As Y2k09 came to an end, it was quite an unpleasant shock for boosters of long-term investing like us to realize that for most individual investors – especially those who faithfully followed a “buy and hold” approach – the entire decade of the 2000s came to naught…and to NOUGHT – to a big fat zero .
Everything You Need To Know About Notice & Access… And About E-Proxies Too
We continue to be amazed by the number of corporate citizens – and by the number of their law firms and other advisors too – who are still confused about Notice and Access.
Intel Prepares To Launch The First-Ever “Virtual Annual Meeting” – Featuring On-Line, Real-Time Voting
This is the beginning of a totally new approach to Annual Meetings, and one that will ultimately result in a totally new A-M paradigm, we think.
Podcast Alert: Annual Meeting Season 2026 — Expert Advice from Carl & Peder Hagberg
Carl and Peder Hagberg of The Shareholder Service OPTIMIZER join Meredith Ervine from TheCorporateCounsel.net to discuss proxy season risks, virtual meetings, and shareholder engagement for 2026.
Listen to hear their insights on this year’s annual meeting season.