2023 Proxy Process: How Public Company Shares Actually Get Voted


In this webinar, Morrow Sodali’s experts will cover a variety of topics, including all things “street name” ownership– at a time when over 80% of public company shares are owned indirectly in “street name,” understanding legal implications is pivotal.  They will explain the mechanics of proxy solicitation for this particular type of ownership versus direct registered ownership.  Our speakers will also break down the roles of proxy advisory firms, proxy solicitors, transfer agents, vote tabulators, and inspectors of election for a 360 view around the key players in proxy solicitation.

Other pressing topics include the rise of ESG in activism, a popular issue following the hottest summer on record, along with the EU’s Corporate Sustainability Reporting Directive and its effect on US companies.  Finally, our speakers will round out the discussion with the most recent developments with Universal Proxy Cards.

IRC credential holders attending this event may claim 1 PDU credit

Our Speakers:

Neil McCarthy joined Morrow Sodali in 2022 as Senior Director, Sales Enablement & Business Development. Neil was an M&A attorney at Skadden Arps, and an investment banker at Salomon Smith Barney and Bear Stearns.

Geoffrey L. Weinberg joined Morrow Sodali in 2023 as a Managing Director in the firm’s M&A and Activism Advisory Group. Prior to joining Morrow Sodali, Geoff was a Senior Managing Director at another leading proxy solicitation firm and before that, an attorney at Weil, Gotshal & Manges LLP in the firm’s Mergers & Acquisitions practice.

Hasib Nasirullah joined FrameworkESG, a Morrow Sodali Company, in October 2021. As a Senior Director, Consulting, he serves as a go-to partner and trusted advisor for clients across industries, leading engagements across FrameworkESG’s full suite of ESG services.

Presentation Deck