Insights

Who Should Participate in Shareholder Engagement

by Tom McNeill on April 14, 2025

Video

In this video, Tom McNeill explains why the CEO stays out, when to involve the compensation committee chair, and how proxy solicitors and IR teams assist.

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Important Guide Rails When Communicating With Investors

by Donald Kalfen on April 14, 2025

Video

In this video, Donald Kalfen outlines how to stay compliant while still gaining valuable investor feedback.

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Engage Shareholders Before Issues Arise

by Tom McNeill on April 14, 2025

Video

In this video, Tom McNeill shares that most engagement happens in late summer and fall, when proxy advisors and investors are most receptive.

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Creating an Ongoing Approach to Shareholder Outreach

by Donald Kalfen on April 14, 2025

Video

In this video, Donald Kalfen explains how large public companies connect with shareholders — well before proxy season — to gather input and refine pay programs.

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Retirement Rules for Late Career Hires

by Ed Hauder on February 3, 2025

Video

In this video, Edward Hauder explains why traditional retirement age definitions no longer fit the modern workforce. 

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