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...

The Top Two VSMs – One Middlin’ One – And One “Most In Need Of Improvement” Of The 2024 VSMs We Monitored

The Top-Two 2024 VMs – A Two-Way Tie Between Citi And Verizon AT CITIGROUP – A WELL-RUN, HIGHLY ENGAGING AND INFORMATIVE EXPERIENCE…We were especially anxious to tune in the Citigroup VSM this year because we are huge fans of CEO Jane Fraser and continue to bet that...

An Important Update On Shareholder Meeting Readiness From Key Suppliers: Good News…the Best Providers Are Ready, Willing And Able To Face The Many Challenges Posed By Covid-19 Throughout The 2020 Meeting Season

f your company achieved a quorum last year – and was able to pass all or most of the items on the agenda, as most companies were – the OPTIMIZER feel certain that you will be able to do the same this season – with the right game plan, and with the right service providers, of course.

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