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Inside Track with Liz: Carl Hagberg on Lessons From the 2022 Proxy Season (8/4/22)

 

Jolie Yang

Carl Hagberg is the Chair of CT Hagberg LLC, an Independent Inspector of Election, and Senior Editor of "The Shareholder Service Optimizer"

Carl Hagberg has chaired and run CT Hagberg LLC since 1992, which helps companies optimize their spending on individual investors and on investor relations programs in general. Carl also heads a team of 50 Independent Inspector of Elections - who, through June 2022, served at over 550 Shareholder Meetings during the current proxy season - for numerous Fortune 500 companies down to small and micro-cap companies. Carl is Senior Editor of "The Shareholder Service Optimizer" - a quarterly Advisory Letter that he founded in 1992 and which provides practical advice for issuers and for their key advisors and service suppliers. Carl has also served as an expert witness in dozens of cases involving securities processing, recordkeeping and voting-related issues. In this podcast, Carl discusses:

  1. An overview of “lessons learned” from the front lines of the 2022 proxy season
     
  2. Whether the new project of end-to-end vote confirmation impacted vote tabulations or processes this year
     
  3. Whether the newly effective “universal proxy card” rules will put directors at risk in the near-term
     
  4. Whether the record number of E&S proposals, versus the number of withdrawals and the lower average support at the ballot box, balances out as a “win” for companies
     
  5. Other key takeaways from 2022 annual meetings
     
  6. Guidance for companies to prepare for 2023 - including why you need to set your timetable and reserve your meeting date now
     

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The views set forth in the podcast are the speaker's personal views and do not necessarily reflect those of the academic institution or other committees & organizations with which he is associated.