Our Shareholder Meeting Playbook For 2022
First and most important, it should be a fully-written-out and carefully annotated script - ideally color-coded - with large, easy-to-read type and clearly written cues for all participants - with color-coded speakers’ and technicians’ names - and with easily accessed...
Annual Meeting Advice: PICKING THE PROPER LOCATION & MEETING FORMAT
Now that you’re done with the preliminary homework of scoping, mapping and analyzing your shareholder demographics, the next step is to review your meeting options with regard to “location” - and to decide on a venue, an agenda, and the technological tools - including...
Our Detailed Playbook For A Top-Flight Shareholder Meeting In 2022
In light of the hundreds and hundreds of shareholder meetings your editors have attended - and especially in light of the many meeting critiques we have published, covering both the best - and the worst meetings - and the many blunders and bloopers we’ve seen - we...
A Quick Look At Retail Investor Loyalty Programs – And Other Incentives To Get Out The Retail Vote
In the last few weeks of 2021 we had inquiries from three readers on this subject - one of our favorite ones - so we placed calls to a few colleagues who’ve had success here, and reviewed some of our own past articles for other ideas: Peggy Foran, who pioneered the...
Covid Boosts “Virtual Inspections Of Elections” A Big Potential Money-Saver… Our Tips On Acting Smartly
In 2021 - thanks largely to sensible Covid-era precautions - U.S. companies overwhelmingly relied on “Virtual” attendance of Inspectors of Election - and auditor representatives too - at their shareholder meetings. Our sister-company, CT Hagberg LLC, logged fewer than...
In 2022 Issuers Will Have To Fight Harder Than Ever For The More-Important-Than-Ever Retail Vote
This year, The OPTIMIZER believes that the battle for the management-friendly retail investor vote will be harder to win than ever before - even while the retail vote will be a bigger decider than ever before. Here’s why: Over the past 18 months more than 22 million...
The Outlook – And Our Advice – For In-Person, VSM And Hybrid Meetings In 2022… Straight From The Frontlines
The number-one question we’re being asked as readers gear up for the 2022 Meeting Season, and as Covid cases began rising again, is “What are most companies planning to do this year?” So far, as our sister-company, that will provide Inspectors of Election at over 500...
A Better Way To Conduct a Proxy Fight: Save Time and Money… and Get The Results Right the First Time
An open letter to issuers, proxy solicitors and advisors and their legal counsel: Dear friends and colleagues; We are pleased and excited to announce that CT Hagberg LLC is now prepared to offer an outstanding roster of Independent Inspectors of Election who stand...
ESG Voting Far Exceeds Our Own High Expectations For 2021
Our 2021 Special Supplement, available only at OptimizerOnline.com, featured nearly a dozen interviews with prominent shareholder meeting observers - all of whom - including us - predicted record-breaking success for ESG proposals this season - although we’re not sure...
Huge News – Number-Two Transfer Agent EQ Sells To VC Buyer: Number Three Quickly Follows: The ‘End Game’ For The Overcrowded T-A Biz At Long Last?
In something of a bombshell announcement, Equiniti Group PLC - the UK-based owner of US Transfer Agent EQ - announced on May 27 that it has agreed to sell its entire portfolio of business to Earth Private Holdings, LTD - a newly-formed company owned by funds managed...
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.