Aug 15, 2013 | 2013, 2013 Supplement, Activist Investors, Annual Meetings, Corporate Governance, Issues
A Checklist Of Our Top-Ten Tips On Things To Do… ASAP
Aug 15, 2013 | 2014, 2014 Q3, Activist Investors, Best & Worst Practices, Issues, Money Saving Ideas, Proxy
Straws In The Wind: Our Predictions On ‘Big New Things’ Coming Soon On The Shareholder Proposal Scene
Aug 4, 2013 | 2013, 2013 Supplement, Activist Investors, Annual Meetings, Interviews, Issues
Interview With Pat Mcgurn, Special Counsel To ISS
Aug 15, 2012 | 2012, 2012 Q1, Activist Investors, Annual Meetings, Best & Worst Practices, Issues
Our Top-Ten Tips On Dealing With Activist Investors, Shareholder Proponents, Gadflies – And Other Would-Be Speakers – At Shareholder Meetings
Aug 15, 2012 | 2012, 2012 Q2, Activist Investors, Annual Meetings, Issues
Still More Tips On Being Well Prepared
Aug 15, 2012 | 2012, 2012 Q2, Activist Investors, Best & Worst Practices, Investor Relations, Issues
Having A Proactive “Shareholder Engagement” Plan Seems To Be The Top Priority Of Smart Companies Going Forward: A Great Job-Booster – When Done Right – So Start Preparing Now Let’s be sure to note that at many companies that sniffed potential trouble in the wings and...
Aug 4, 2012 | 2012, Activist Investors, Corporate Governance, Interviews, Issues
An Interview With Janice Hester-Amey, Portfolio Manager, Corporate Governance, California State Teachers’ Retirement System (CalSTRS)
Aug 15, 2011 | 2011, 2011 Q1, Activist Investors, Annual Meetings, Best & Worst Practices, Issues
And On Calculating, Reporting On And Describing Those Say-On-Pay And Say-When-On-Pay Results….
Aug 15, 2011 | 2011, 2011 Q1, Activist Investors, Annual Meetings, Best & Worst Practices, Issues
Lots Of Good News, But Some Big, Bad Surprises Are Still In Store For The Unwary
Aug 15, 2011 | 2011, 2011 Q2, Activist Investors, Annual Meetings, Issues
Holding Directors’ Feet To The Fire Over The Cost Of Capital – And Especially Over Their Stewardship Of The Company’S Stash Of Shareholders’ Cash: Finally…A Governance Reform Worth Making We Say
Aug 15, 2011 | 2011, 2011 Q2, Activist Investors, Annual Meetings, Issues, Proxy
But Beware Of What You Wished For Issuers….You May Be Worse Off Than With The Access Rule
Aug 15, 2011 | 2011, 2011 Q2, Activist Investors, Annual Meetings, Issues
The biggest take-away from this season – as we noted last issue too – is the ease with which Says On Pay sailed by: A just-released Conference Board study
Aug 15, 2011 | 2011, 2011 Q2, Activist Investors, Annual Meetings, Issues
Our number-one tip is simply to understand exactly what kind of voters OWN your stock as of the record date, along with the percentage of the total voting power that each segment owns and how each “segment” voted…or failed to vote at your last meeting.
Aug 15, 2011 | 2011, 2011 Q4, Activist Investors, Annual Meetings, Issues
For Starters; “Svedes – Get Set To Chase Dem Drunk Norvegians Trew De Veeds!”
Aug 15, 2011 | 2011, 2011 Supplement, Activist Investors, Annual Meetings, Investor Relations, Issues
Some practical advice from Ken Bertsch, President of the Society of Corporate Secretaries and Governance Professionals – and a prominent institutional investor analyst and spokesperson in his former career.
Aug 15, 2011 | 2011, 2011 Supplement, Activist Investors, Investor Relations, Issues, Technology
By John P. Dunn, Vice President Corporate Issuer Sales Richard Barron, a New Jersey advertising executive, recently attended his first annual shareholder meeting…while sitting in an airport. “I was able to attend virtually, thanks to WiFi” he explains, “and I...
Aug 4, 2011 | 2011, 2011 Supplement, Activist Investors, Interviews, Issues, Proxy
An Interview With Dr. William J. Catacosinos, Chairman, Laurel Hill Advisory Group
Aug 15, 2010 | 2010, 2010 Q1, Activist Investors, Annual Meetings, Issues, Proxy
It’s still early-days as we write this, but a few trends are emerging that seem worth a mention
Aug 15, 2010 | 2010, 2010 Q1, Activist Investors, Annual Meetings, Best & Worst Practices, Issues, The Basics
Last year, we attended the meeting of a long-term client where we were shocked! Shocked!…to see more women wearing hats and gloves – and more men carrying hats – than we have seen in one place since the 1950s.
Aug 15, 2010 | 2010, 2010 Q1, Activist Investors, Annual Meetings, Issues, Proxy, Virtual Meetings
Guess what? It’s been nine years since the first “virtual only” annual meeting…at Inforte…
Aug 15, 2010 | 2010, 2010 Q2, Activist Investors, Annual Meetings, Issues, Proxy
What, If Anything, Can We Learn – To Better Prepare For 2011?
Aug 15, 2010 | 2010, 2010 Q2, Activist Investors, Annual Meetings, Issues, Proxy, Virtual Meetings
So far this season, there have been 20 “Virtual Shareholder Meetings”: About half were “totally virtual meetings” – held totally in cyberspace – and the rest were so-called “hybrid virtual meetings”
Aug 15, 2010 | 2010, 2010 Q2, Activist Investors, Annual Meetings, Best & Worst Practices, Issues, Proxy
Indicative, We Think, Of A Serious Level Of “Inattention To Details” And A Serious Industry Brain-Drain
Aug 14, 2010 | 2010, 2010 Q3, Activist Investors, Annual Meetings, Compliance & Ethics, Issues, Money Saving Ideas, Virtual Meetings
Despite the many good things your editor, and other managers and consumers of Virtual Meetings have to say about them, they’ve been coming under heavy fire of late. Activist Tim Smith of Walden Asset Management has presented Intel, Broadridge Financial Solutions and...
Aug 4, 2010 | 2010, 2010 Supplement, Activist Investors, Annual Meetings, Interviews, Investor Relations, Issues
The Optimizer Editor’s Annual Interview With Ellen Philip And Cal Donly Of Ellen Philip Associates