Shareholder Primacy

Ann and Mike talk about how companies count their investors, and withhold the vote campaigns.https://www.businesslawprofessors.com/2024/10/openai-stuff/https://myemail.constantcontact.com/Yes--Vote-No--Maybe---.html?soid=1102906894819&aid=Cuxt8c1JmtI

Mike talks with Sarah Haan of Washington & Lee School of Law, about the connections between shareholder democracy and civic democracy, and how they inform our understanding of current trends in activist investing

Mike talks with Jeff Gramm of Bandera Partners about his fund, his book Dear Chairman, and activist investing these days.

Ann and Mike talk about prospective changes to Delaware corporation law, and the impact of these changes on activists, companies, shareholders, and the state of Delaware itself.

Dive into the intricate world of SEC Forms 13D and 13G, where the latest revisions are shaking up activist investing. Discover the historic and strategic implications of corporate disclosure regulations. Explore ownership threshold complexities and how large asset managers navigate these rules. Delve into the friction between corporate governance bylaws and board dynamics. Finally, uncover the challenges facing institutional investors in shareholder engagement amidst evolving regulations.

Mike and Matt Moscardi talk about what activists, companies, and shareholders can expect at annual meetings in the coming 2025 proxy season.

Ann and Mike talk about companies staying private, and about investor apathy

Mike talks with Lauren Thomas, lead deals reporter at the Wall Street Journal, about notable activist situations, trends in activism, and what it’s like covering activism as a reporter.

Mike talks with Adriana Robertson of the University of Chicago and Slava Fos of Boston College about ways companies control and sometimes manipulate annual shareholder meetings.https://www.yalejreg.com/print/hidden-agendas-in-shareholder-voting/https://www.cambridge.org/core/journals/journal-of-financial-and-quantitative-analysis/article/distribution-of-voting-rights-to-shareholders/8A486A1652F7F8C935238F5FEA7484F3

Ann and Mike talk about the ERISA case against American Airlines, and the National Association of Corporate Directors.