Proxy Season 2024: Navigating Shareholder Activism and Strategies for IROs

Monday, June 10, 2024 | 3:30PM - 4:20PM | Room: Salon 13-15  |   Education Session

 |  Cynthia Hiponia | Derek Zaba | Lauren Odell | Geoff Weinberg |

The SEC’s rule amendments requiring the use of Universal Proxy Cards (UPC) in contested director elections for corporate issuers became effective at annual meetings beginning in September 2022. The session will explore the implications of universal proxy for IROs navigating activism over the past two years (2023 and 2024). 

Incorporating insights from the 2024 proxy season, explore effective tactics to prepare for, manage, and respond to shareholder activism. Drawing insights from real-world examples, panelists will provide practical strategies for effectively anticipating, responding to, and mitigating the effects of shareholder activism. 

Learning Objectives:
  • Provide an overview of recent activism trends and real-life examples
  • Dive into real-time case studies to explore strategies and learn best practices
  • Gain guidance/takeaways on proactive engagement strategies to plan for potential activist challenges.
  • Understand ‘what’s ahead’ for activism in 2024 and beyond