Proxy Season 2023: Leveraging Your Executives and Directors for Effective Shareholder Communications

Thursday, June 8, 2023 | 3:30PM - 4:20PM | Room: Chicago 10  |   Education Session

 |  Brigid Rosati | Nishesh Kumar | Kimberly Esterkin | Jacqueline Condron | Donald W. Cassidy |

The 2023 NIRI Annual conference kicks off with the 2023 proxy season very much top of mind. Shareholder scrutiny of board actions is high and engagement between shareholders and investors is changing. Companies are grappling with concerns from climate to diversity to compensation while adapting to the concept of stakeholder capitalism. In this context, this session looks across the experience of 2023 proxy results to date, making sense of it all through expert analysis of the season’s key trends and developments. It seeks to provide the audience with an overview of lessons learned to share with their management teams and Boards and enable more informed communication. An interactive panel representing investors, issuers and advisors discusses some of their experiences in investor outreach and shareholder engagement. The goal of the panel is to provide an overview of tips, suggestions and possible best practices for shareholder communication.

Learning Objectives:

  • Provide an overview of early proxy voting and governance trends in 2023
  • Outline data on the levels of support shareholder proposals are attracting
  • Decipher what ESG and governance issues investors are focused on