Following up on our series of shareholder engagement blogs, some years you’ll be lucky and things are going swimmingly for the company and it doesn’t seem like investors will want to meet. Investors often say that they don’t want…

Following up on the series of shareholder engagement blogs that Broc is running this month, if your engagement team has done their homework, the meeting should go well. According to plan. Until that curveball comes swimming in.

Starting your response…

Following up on our series of shareholder engagement blogs, here’s one that’s bound to sound a little zany. Practice your online smile. More great advice from our firm’s communications pro: Karen Lisko.

Part of being persuasive, of being genuine,…

A few days ago, we posted this new client alert, that we authored along with Danielle Benderly and Chris Wassman – “Preparing for the 2022 Public Company Reporting Season” – during which we delved into these eight topics:…

Following up on our series of shareholder engagement blogs, maybe you’ve been doing great during your shareholder engagement efforts. Maybe not. Either way, you can always improve, right?

Our firm’s communications pro – Karen Lisko – says that the…

You’ll soon see our blog about how to give a “non-answer” answer in the appropriate circumstances; this one is more about ensuring everyone on your engagement team – when meeting with investor stewardship teams – is providing consistent answers and…

Over the holidays, I was catching up on Season 3 of the HBO show, “Succession.” This season features more scenes than ever before implicating the topics that many of us handle on a regular basis. My favorite episode is #8…