Recently, I blogged about the role of AI in proxy fights and the impact it has relative to proxy advisors. The blog was based on a recent Andreessen Horowitz “a16z chart of the week” – which itself piggybacked off a…
One challenge that sometimes happens as part of a company’s drafting process is when the compensation group is working off kilter a little bit from the rest of the drafting team.
The problem arises due to a timing difference. The…
Recently, I blogged about the role of AI in proxy fights and the impact it has relative to proxy advisors. The blog was based on a recent Andreessen Horowitz “a16z chart of the week” – which itself piggybacked off a…
Following up on the stats from last year in this blog entitled “Proxy Disclosure for Those Reincorporating,” here are the latest reincorporation stats courtesy of this note from Glass Lewis (also see this blog from John Jenkins with some gloss):…
Following up on a prior piece from Glass Lewis, this article sheds light on the operational aspects of stewardship, including its administration, technology adoption, integrations with proxy voting and engagement, and team size. Here’s a summary:
1. Investment Strategy Shapes…
Recently, I was speaking to James Palczynski – the CEO of DeCue Technologies – and he drummed up this summary of what you need to know: The new exposure in the earnings call analysis arms race is not the words…
This new paper from MKAI – “The First Annual Reports of the LLM Era” – finds that disclosure language in large-company 10-Ks became less specific and more hedged at a faster rate during 2024 than in prior years. While this…
I’ve been running a series of blogs with analysis into what transpired during this proxy season with shareholder proposals given Corp Fin’s decision to change the way they hand Rule 14a-8 requests. Here’s a summary of this 66-page study on…
