Events James McRitchie will attend

James McRitchie, CorpGov.net Publisher

Events CorpGov.net publisher James McRitchie will attend:
2015 Public Funds Forum, Montage Resort, Laguna Beach, CA, 9/8-10. Register for the event.
ICGN Boston Event – 29-30 September, Westin Copley Plaza in Boston, MA. Register.  Notes from the 2013 ICGN in New York
CII’s 2015 fall conference. Event will take place from Wednesday, September 30 to Friday, October 2 at the Westin Copley Plaza in Boston, MA. Register for the event. Notes from the Fall 2014 CII Conference.
NYSE’s 12th Annual Boardroom Summit, NYC, 10/12-14/2015, Grand Hyatt. I’ll be on the Shareholder Activism panel. Register.
All in for Impact, 2015 SRI Conference on Sustainable, Responsible, Impact Investing!, 11/3-5, the Broadmoor, Colorado Springs. Register for the event

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H&R Block Adopts Proxy Access; Should I Withdraw?

H&R Block logoH&R Block Inc. (HRB) has informed me, without any attempt to negotiate terms over my submitted proposal, that their board has gone ahead and adopted proxy access bylaws. In their words:

The key provisions included in the Company’s proxy access bylaw provision are substantially consistent with the Proposal.  Given that the purpose of the Proposal has been fulfilled, we request that you promptly withdraw the Proposal.

Should I withdrawal my proposal and declare victory? Let’s examine. Continue Reading →

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Recent Research for Shareholders in Corporate Governance: Part 2

Recent Research in Corporate Governance Part 2 2015Now that proxy season is finally winding down, I had a few minutes to take a quick glance at recent research on corporate governance and shareholders reported on SSRN. This is part 2 of 3. (Part 1) Below I am simply including a few citations and abstracts of studies useful to shareholder advocates in the US. I would welcome  guest posts on such research from authors, critics or other interested parties. Please contact me via e-mail or by leaving comments below. Continue Reading →

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Recent Research in Corporate Governance: Part 1

Recent Corporate Governance Research Part 1 2015Now that proxy season is finally winding down, I had a few minutes to take a quick glance at recent research reported on SSRN. Below I am simply including a few citations and abstracts of studies that might be useful for shareholder advocates in the U.S. I’m sure I included some that are strictly academic and missed many more that would be useful. I would welcome  guest posts on such research from authors, critics or other interested parties. Please contact me via e-mail or by leaving comments below. Continue Reading →

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Ticked Off at Proxy Season

Ticked Off

Ticked Off

Last year it was a judge telling me he didn’t think I should have the right to submit a proxy proposal even though I owned 3-4 times the required threshold.

Generally, I take the hassles of being a shareowner advocate with a grain of salt. I’m able to ignore it and forget it but here’s a short list of things that stuck in my craw. Continue Reading →

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Video Friday: Richard Leblanc on Proxy Access & CIRI 2015

Dr. Richard LeBlanc

Dr. Richard LeBlanc

Watch Dr. Richard Leblanc talk about Proxy Access for boards and how it could be a corporate governance game-changer.

CCGC has endorsed proxy access. Dr. Richard LeBlanc discusses democracy in corporate governance. Proxy access is the corporate governance game changer. Business organizations have pushed back but some companies have voluntarily adopted it. “This is the right thing to do as far as corporate governance.” Continue Reading →

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The Habit Restaurants: Proxy Score 33

The Habit RestaurantsThe Habit Restaurants, Inc. (HABT), one of the stocks in my portfolio, operates fast casual restaurants under The Habit Burger Grill name in California, Arizona, Utah, and New Jersey, offers charbroiled hamburgers, specialty sandwiches, fresh salads, and shakes and malts. Their annual meeting is coming up on 6/23/2015. ProxyDemocracy.org had the vote of one fund when I checked and voted on 6/15/2015. I also located the vote of CalSTRS.  I voted with the board 33% of the time and assigned Premiere Global Services a proxy score of 33. Continue Reading →

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Premiere Global Services: Proxy Score 67

Premiere Global ServicesPremiere Global Services, Inc. (NYSE:PGI), one of the stocks in my portfolio, offers virtual meeting solutions. Its cloud-based solutions provides multi-point, real-time virtual collaboration using video, voice, mobile, web streaming and file sharing technologies. Their annual meeting is coming up on 6/17/2015. ProxyDemocracy.org had the vote of one fund when I checked and voted on 6/14/2015. I also located the vote of CalSTRS.  I voted with the board 67% of the time and assigned Premiere Global Services a proxy score of 67. Continue Reading →

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Ellie Mae: Proxy Score 50

Ellie MaeEllie Mae Inc (NYSE:ELLI), one of the stocks in my portfolio, is a provider of on-demand software solutions and services for the residential mortgage industry in the United States. Their annual meeting is coming up on 6/17/2015. ProxyDemocracy.org had the vote of one fund when I checked and voted on 6/11/2015. I also located the vote of CalSTRS.  I voted with the board 50% of the time and assigned Ellie Mae a proxy score of 50. Continue Reading →

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DaVita HealthCare Partners: Proxy Score 50

DaVita HealthCare PartnersDaVita HealthCare Partners Inc (NYSE:DVA), one of the stocks in my portfolio, is a biopharmaceutical company focused on the development and commercialization of therapies to treat serious diseases for which there are limited treatment options. Their annual meeting is coming up on 6/16/2015. ProxyDemocracy.org had the vote of two funds when I checked and voted on 6/11/2015.  I voted with the board 50% of the time and assigned DaVita HealthCare Partners a proxy score of 50. Continue Reading →

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Who Says Activist Investors Have Struck Out?

The passing US proxy season made lots of business headlines as the most turbulent ever (which I’ve found happens every year). But 2015 was still notable for the flood of activist initiatives targeting company boards of directors. Activists sought “no” votes on directors who set executive pay, or said no to stock buyback, dividend, or spinoff plans. They nominated their own candidates for board seats, sometimes even whole board slates. They generally caused a ruckus. Continue Reading →

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Medivation: Proxy Score 55

MedivationMedivation Inc (NASD:MDVN) is a biopharmaceutical company focused on the development and commercialization of therapies to treat serious diseases for which there are limited treatment options.. It is one of the stocks in my portfolio. Their annual meeting is coming up on 6/16/2015. ProxyDemocracy.org had the vote of two funds when I checked and voted on 6/9/2015.  I voted with the board 55% of the time and assigned Caterpillar a proxy score of 55. Continue Reading →

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