Institutional Investors Promise To Monitor And Act On VSMs That Short-Circuit Investor Participation

As the big Spring Shareholder Meeting Season begins we want to renew our warnings that “Big Brother is watching” – and rightly so, we say - to be sure that all shareholders are given a fair chance - not just to listen passively, but to be HEARD at VSMs – AND that they are given sufficient time to CAST THEIR VOTES after the “discussion period” is over.

Please be sure to visit our website, www.optimizeronline.com for numerous practical tips on how to deal with these issues, including “Rules of Conduct” and a sample “Run of Show” for handling the Q&A periods and for opening and closing the polls in a way that will give listers a fair chance to be heard – and the time that’s needed to consider and cast their votes online.

Also, if you can, try to tune in the April 2nd podcast from CCR Corp featuring Chevron’s Mary Francis on“How to Host a Best-in-Class Annual Meeting” (which she surely does), Carl and Peder Hagberg with many timely and practical practice tips, Matt Kane, Associate GC at Lucky Strike Entertainment on post-mortems and “understanding voting outcomes” and Jason Vinick of Alliance Advisors with tips on Shareholder Engagement - and a movement to do away with OBOS. (We will try to post a transcript for you to read.)