Feb 27, 2020 | 2019 Supplement, 2020, Employee Stock Ownership, Investor Relations, Issues
An interview with Ellen Philip of Ellen Philip Associates Carl: For many a year your principal concentration has been on shareholder voting as it applies to employee plans. And, as everyone knows, employee-shareholders have not been untouched by the general apathy...
Feb 19, 2020 | 2019, 2019 Q4, 2020, Issues, Legal Services, Proxy
Activist Insight Monthly, which regularly tracks info on contested situations, named Okapi Partners as the “Top Proxy Solicitor of 2019” - for the fourth consecutive year - based, we hasten to note, on the number of “deals” handled. The survey also named the leading...
Feb 19, 2020 | 2019, 2019 Supplement, 2020, Board Services & Tools, Issues
Start conducting board performance reviews that elicit helpful advice on how the board might work better. The Governance Solutions Group is a board advisory practice with a focus on engaging directors in the annual board assessment process and guiding strategic...
Feb 19, 2020 | 2019, 2019 Q4, 2020, Issues, Transfer Agents
As you will see from the chart below, we estimate that the transfer agency market - measured by shareholder records maintained - dropped by roughly 5% between our last estimates in 2017 vs. year-end 2019… producing some very interesting shifts in market share at...
Feb 13, 2020 | 2019, 2019 Supplement, 2020, Issues
A pressing need to “wake up, smell the coffee, do your math and count the house carefully” re: 2020 proxy issues. A new need to re-visit and re-articulate “the purpose of the corporation” in response to the recent Business Roundtable and Council of Institutional...
