Proxy Talks
Deliver Your Narrative to the World’s Leading Institutional Investors
Present Your Case on Contentious Situations and M&A Deals to 1,300+ Institutional Investors with Glass Lewis’ Proxy Talk Service.
With shareholder activism rising, Glass Lewis’ Proxy Talk service helps companies involved in proxy contests or M&A transactions present their case directly to our 1,300+ institutional investor clients. This platform provides crucial context to support more informed voting decisions.
Key Features and Benefits
HOW IT WORKS
Representatives from the activist firm and the targeted company present their respective cases separately in a proxy contest. In an M&A transaction, potential acquirer and acquisition target representatives separately convey their narrative.
1
Format/Structure
- Webinar-based. Each party has one hour to present
- Both parties are never on the same Proxy Talk
- Organized and hosted by Glass Lewis
2
Proxy Talk Event Flow
- Brief introduction
- Participating party's presentation
- Live Q&A managed through Zoom chat functionality
- Final comments and conclusion from participating party
3
Communication/Promotion
- Glass Lewis promotes the Proxy Talk to its institutional clients via email, news release and on glasslewis.com
- Presenting parties are encouraged to promote the Proxy Talk to their own interested stakeholders
4
Additional Information
- Glass Lewis Special Situations Research team members will not participate in or present our perspectives during the Proxy Talk, but will consider it in our research if a transcript is made publicly-available by the participant.
- Both parties do not need to sign-up for a Proxy Talk for one to occur.
- The Proxy Talk is a global service unless any regional regulatory requirements prohibit such a service offering.
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Proxy Talks are opportunities for parties involved in proxy contests, M&A transactions, and shareholder proposals to present their position. They do not constitute or contain any analysis or recommendations by Glass Lewis. Accordingly, Glass Lewis does not endorse, adopt, or express any view on the investor’s or company’s position. The company and/or investor is solely responsible for the content and accuracy of the Proxy Talk and all related statements and opinions. The Proxy Talk is for informational purposes only and does not constitute investment advice, nor should it be construed as a recommendation, solicitation, or advice to take or not take any action with respect to any security. No discussion of confidential, restricted, or material non-public information is permitted; all discussion must be based solely on publicly available information.