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...
The Best, Worst and a few So-So VSMs of 2021 to Learn From
To get a good idea of how to run a well-run, shareholder-friendly and useful VSM, start, we say, with our run-throughs of this year’s VSMs of last year’s winners - UnitedHealth Group and UPS… UNITEDHEALTH GROUP’s Board Secretary Dannette Smith once again guided us...
VSMs – At A Tipping Point We Say – Our Predictions For 2022
Now that the U.S. economy is ready to open up for public meetings once again - and with plans for the 2022 Shareholder Meeting Season already needing to be considered - there has been a lot of speculation on the ultimate fate of Virtual Shareholder Meetings. Here are...
VSM Service Providers Enhance Platforms To Improve Access For Street-Name Holders
Good news: The top-four VSM service providers - Broadridge, Computershare, EQ and Mediant - worked together as a sub-committee of the “End-to-End Vote Confirmation Committee” - and, as we’d predicted they would, they have come up with ways to make it easier and surer...
VSMs Come On Strong As Preferred 2021 Meeting Venues
As the Covid pandemic continues to make in-person shareholder meetings a poor choice for most widely-held companies, most of last year’s VSM users - and a large number of companies that used “strong keep-away rules” last year instead - have been lining up extra early,...
Give Shareholders a Premier Virtual Meeting Experience – SSA Webinar
Join Carl Hagberg from Carl T. Hagberg and Associates, John Kim from General Motors and Rick Hansen from HP on Thursday, March 4 at 2 p.m. EST for this practical exploration of delivering a virtual annual meeting that exceeds shareholder expectations.
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.