One Big Bad Day In August As Activist Investors Strike In Force
August 16th was a mighty bad day for three big companies - with big WSJ headlines announcing “Cardinal Health Under Pressure” as activist investor Elliott Management seeks “a handful of seats on the board,” in an effort to jumpstart the stock price…”Third Point Buys...THE HOTTEST NEW ISSUES ON ACTIVISTS’ 2019 MEETING AGENDAS
The number-one new issue for issuers to focus on as they prepare for their 2019 proxy disclosures, and their all-important “early engagement” activities is - and we say this with very mixed emotions - your company’s management of “Human Capital.” On the one hand, the...PROXY FIGHTS SHRINK IN NUMBER…BUT THE INTENSITY GROWS BIG-TIME
The just-out issue of Broadridge’s Proxy Pulse newsletter reports that so far this year, proxy contests have decreased markedly vs. last.
MORE “RAZOR-THIN VOTING MARGINS” THAN EVER AT 2018 SHAREHOLDER MEETINGS
WITH “DIVERSITY” AND ESG ISSUES, AND MAYBE SAYS-ON-PAY COMING TO THE FOREFRONT, WE PREDICT MORE “RAZOR-THIN VOTING MARGINS” THAN EVER: WE EXPLAIN WHY – AND WHAT YOU NEED TO BE DOING NOW
Financial Choice Act Passes the House, With Major Changes in Proxy Proposal Rules:
ISSUERS; BEWARE OF GETTING WHAT YOU WISH FOR, WE WARN…
The Hottest Proxy Issues in 2018
Q&A with Bruce H. Goldfard, President & CEO of Okapi Partners
Hot Issues for 2018 Proxy Season Preparation
Ron Schneider, Director of Corporate Governance Services, Donnelley Financial Solutions
The Original “Shareholder Activists” and the Founders of the Modern Corporate Governance Movement
Your editor-in-chief was fortunate to have been a witness to dozens and dozens of ‘performances’ by the Gilbert brothers at shareholder meetings, where he came to know them both.
Insights on some of the most important tools and skill-sets that public companies need to have at the ready as we head into the 2017 proxy season…
Interview with Bruce Goldfarb, President & CEO of Okapi Partners
Early Returns From The 2015 Meeting Season: Activists Rev Their Motors At Full Speed
Many Seminal Developments To Watch… And Our Comments On Bad Advice… And Good
New Action Expected In The Drive For “Universal Ballots”: An SEC “Tilt” To Favor Activism? We Say It Does Not
“SEC Chief Tilts Again to Activists” the WSJ headline screamed, on page-1 of the June 26 Money & Investing section, reporting on Chairman Mary Jo Wight’s remarks at the Society of Corporate Secretaries conference where she endorsed the universal ballot idea, and urged companies to adopt one voluntarily in a proxy fight…”
A Quick P.S. On The Much-Watched Dust-Up With Activist Investors at DuPont
Another Of The Optimizer’s Governance Predictions Comes Through… In A Flash
Still Another Sea-Change This Season: Four Companies Sue Gadfly John Chevedden After The SEC Refuses To Grant ‘No-Action Letters’… Prompting Fast And Furious Reactions By Activist Investors
More ill-winds seem to be sweeping the streets in the run-up to the spring meeting season: So far this year, four well-known companies have sued gadfly John Chevedden, seeking to block his non-binding proposals from coming to a vote: EMC Corp., Express Scripts Holding Co., Omnicom Group, Inc. and Chipotle Mexican Grill.
Overview Of The 2014 Annual Meeting Season
A Quick Overview Of The Spring 2014 Annual Meeting Season: “The Year Of The Associates”… And Several Scary Instances Of Investors ‘Using The Clock’ To Take Companies By Surprise… And Oops… Hostile Takeover Attempts Are Back
Proxy Fights: Our Top 10 Tips For Coping Effectively
What Every Public Company Need To Know And Do If Activists “Reach Out To Them”.
What To Do When Activists “Knock”
The subject of how to prepare for – and what, exactly to do – if an activist investor knocks on your door – has been a very hot one of late.
Activist Investors, Shareholder Proponents, Gadflies And Other Would-Be Speakers At Shareholder Meetings
Our Top 10 Tips For Dealing With Them
How To Cope With The New Activism?
Advice From Bill Fiske of Georgeson, Bruce Goldfarb of Okapi Partners, Tom Germinario of D.F. King, Michael Mackey of Alliance Advisors, Ron Schneider of RR Donnelley and Artie Regan of Regan & Associates.
What Is The Tri-State Coalition? What Are Its Goals?
Interview With Sister Patricia A. Daly, OP Executive Director, Tri-State Coalition
What Is “Sustainable Investment” And The Activist Game Plan
Interview With Heidi Welsh Of Sustainable Investments Institute
Taxin Shares His Activist Playbook
Interview With Activist Investor Greg Taxin
More Takeaways From The 2013 Annual Meeting Season
Our ”Number-One Thing” Warning Comes True…In Spades, As Does Our Warning Re: “Big Hats/No Cattle”: Things To Think On As You Plan For Next Year
Activist Investors Continue To Step-Up Their Focus On Stewardship Of Corporate Assets – And On Use Of Cash
A Mega Trend Gains Steam
Time For More Proactive MD&A On Sharebuyback Activities? Not To Worry – Activists Are Already On The Case
New Analysis From Fortuna Advisors Reveals Mostly Awful Returns On Investment In Share Buybacks
