On the Proxy Solicitation and Advisory Scene

EQ hires Margaret (Peggy) O’Keefe as Managing Director, Corporate Governance, to beef up its new proxy business: “Peggy brings more than 20 years of experience to EQ. Her experience in corporate governance and executive compensation consulting and research will support EQ’s proxy business, specializing on matters of corporate governance” its 5/20 press release announced… “Peggy worked at The Manhattan Institute for Policy Research on corporate governance and shareholder activism for more than seven years. [Earlier] she consulted on executive compensation and corporate governance at Pearl Meyer & Partners…at The Proxy Advisory Group and at Morrow & Co. [She] is an attorney and graduate of St. John’s University School of Law [and] received an LL.M. in financial-services law from New York Law School”

Morrow Sodali made a major new hire in June, announcing the appointment of Daniel Oh as Managing Director in its U.S. Corporate Governance Consulting Group…“to advise corporate clients with respect to governance practices across the full range of environmental, social and governance issues. Mr. Oh has more than 19 years of experience in a diverse range of roles, covering corporate governance, equity research, investor relations, investment stewardship, financial valuation, portfolio management, and business strategy. Daniel joins Morrow Sodali from Barrick Gold Corporation, where he served as Senior Vice President, Investor Engagement and Governance, leading Investor Relations and shareholder engagement on governance…[Earlier] he was Vice President, Investment Stewardship for BlackRock Inc., where he was responsible for managing corporate governance and ESG issues of more than 1,300 North American and European companies and advising BlackRock investment teams on corporate governance and sustainability practices. He also led BlackRock’s shareholder engagement efforts, including engaging with company management, board members, chief sustainability officers, general counsels, and corporate secretaries. Prior to joining BlackRock, Daniel held senior corporate governance roles at State Street Global Advisors and Institutional Shareholder Services (ISS). Earlier in his career with Bear Stearns and Citigroup, he conducted equity research for both the buy-side and the sell-side.