Highlights From The Society And SSA Annual Conferences
You may have noticed that this issue of the OPTIMIZER is way late, as our 2nd Quarter issue usually is – so we can report a few highlights of the industry’s two best conferences…
“Buy And Hold” Investing Dying, Or Maybe Dead? Let’s Check With The Grandkids
So What Can We Learn Here About The “Buy And Hold Model”?
The Death Of Retail Investing: Should You Care?
In our second quarter issue we noted the growing number of retail investors who believe our securities markets are being run for the sole benefit of short-term traders and speculators—and who have, as a consequence, been exiting the stock markets in droves.
Keane Takes The Lead In Helping Companies Navigate The Delaware Voluntary Disclosure Agreement
A new voluntary Disclosure Agreement (VDA) initiative established by Delaware Governor Jack Markell has been a hot topic for companies with unclaimed property reporting obligations to the state of Delaware.
Updates On The State Of Abandoned Property With Fresh Information On ‘The Protectors Becoming Predators’
From Bob Irvine: President, and Jennfer Borden: Executive Vice President/General Counsel of UPRR
Wells Fargo Shareowner Services
Interviews With Two Long-Term Clients Of Wells Fargo Shareowner Services
Drips Alive, And Mostly Well Despite Rumors Of The Death Of Retail Investing…
An interview with Chuck Carlson, Editor of the DRIP Investor magazine
Really Reaching Out To Individual Investors…
The Game Really Is Worth The Candle, As Our Panel Of Expert Practitioners And Innovators Will Prove
Verbatim Global Compliance…The “Single Source Of Truth” For Information About Your Corporate Subsidiaries
An Interview With Seth McNary, Verbatim’s CEO
Risk mitigation is a hot topic these days…
Interview With Ellen Philip And Cal Donly Of Ellen Philip Associates
We have been making a huge effort to engage small and mid-cap companies
An Interview With Janice Hester-Amey, Portfolio Manager, Corporate Governance, California State Teachers’ Retirement System (CalSTRS)
