Resources and Advisory Services
Weekly Digest: June 27-July 3, 2015
Interesting items from the week that just ended.
Recent TAI blog posts
The New York Times Thinks Markets Can Drive ESG
(7/2/15)
Long-Term Just Means Entrenched
(6/30/15)
The Singing Activist Investor (yes, really)
(6/25/15)
How Use of Share Buyback Proceeds Refutes Short-Termism Claims
(6/23/15)
"Valuing the Vote" - A Pension Fund Analyzes the Impact of Proxy Voting
(6/16/15)
Effective Activism - 2015
(6/9/15)
Upcoming Conferences
Invest for Kids
Chicago - Wednesday, November 4
News items
How Nelson Peltz Gets Results
Barron's (7/4/15)
Letter to SEC Chair White
Corporate Governance Coalition for Investor Value, aka US Chamber (7/2/15)
U.S. Chamber Forms Coalition to Fend Off Activist Hedge Funds
Bloomberg (7/2/15)
SEC Proposes Rules Requiring Companies to Adopt Clawback Policies on Executive Compensation
SEC (7/1/15)
Making Executive Compensation More Accountable - To Keep It, It Should Be Earned
SEC Comm. Aguilar (7/1/15)
Statement at Open Meeting on Clawbacks of Erroneously Awarded Compensation
SEC Comm, Piwowar (7/1/15)
Does the SEC's New "Compensation Actually Paid" Help Shareholders Accurately Assess Pay-For-Performance?
Pay Governance (7/1/15)
Letter to SEC Chair White on corp gov priorities
CII (7/1/15)
Shareholders Gain Greater Sway Over Boards
Wall Street Journal (6/30/15)
Some Lessons from BlackRock, Vanguard and DuPont
Harvard Law School corp gov forum (6/30/15)
Conflicting Shareholder Proposals: Are Companies Asking for a Trump Card?
The Corporate Counsel (6/30/15)
Good performance by ConAgra stock not good enough?
Omaha World-Herald, interviewing us (6/29/16)
Silicon Valley Firms Won't Be Calling activist Jesse Cohn's Bluff Anymore
Hedge Tracker (6/28/15)
How Much Do Silicon Valley Firms Really Earn?
Barron's (6/27/15)
Proxy Access: The 2015 Proxy Season and Beyond
Skadden memo (6/23/15)
Notable ite
ms
The Recommendations of Activist Hedge Funds
CLS Blue Sky Blog (7/2/15)
The Sunny Side of Greed
New York Times op-ed on corporate behavior (7/1/15)
The Mischaracterization of Shareholder Reform
Race to the Bottom blog on universal proxies (7/1/15)
As time goes by, shareholders gain power but add little
The Deal (6/30/15)
Dealing with Director Compensation
CLS Blue Sky Blog (6/29/15)
To win a proxy fight, win the heart of a qualified board nominee
The Deal (6/29/15)
Corporate Governance 2.0
Harvard Business Review (March 2015)
Academic papers
Recent Research in Corporate Governance
CorpGov.net in three parts (6/25/15)
The Impact of Governance Mandates on the Evolution of Firm Value and Governance Culture
You can find other useful resources at
the
TAI website
, including our research on "
Effective Activism
", our new resource guide on
activist investing data sources
, our
white paper
with the basics on activist investing, and our guides on
exempt solicitation
,
consent solicitation
, and
special shareholder meetings
.
For further information, or to discuss a specific turnaround situation, please contact:
Michael R. Levin
[email protected]
847.830.1479
