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Senior Vice President & Head of Investor IntelligenceView all postsThe majority of his career from 1998 to 2020 was spent on buy-side holding various Portfolio Manager and sector head positions for hedge funds and investment banks investing in utilities, MLPs, E&Ps, refiners, industrials, logistics, and alternative energy companies.
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Digital transformation in investor communications: how AI is amplifying investor communications
Efficiency. Transparency. Speed. Shareholders expect more than ever from corporate communications, even as studies suggest that 80 percent of a…
Projected Certainty – How vote projections guide board decision-making on proxy proposals.
In an era when investors scrutinize every line of a proxy statement and every dollar of dilution, public companies are…
How Digital Tools Have Become the New Standard in Mutual Fund Proxy Solicitations
Every mutual fund—or any company with a retail-heavy shareholder base—faces the same reality: achieving quorum or higher vote thresholds at…
Projected Certainty: How Vote Projections Guide Decision Making on Proxy Proposals
In an era when investors scrutinize every line of a proxy statement and every dollar of dilution, public companies are…
With ³ÉÈËÊÓÆµ Going Beyond research series, we bring to the forefront pivotal discussions and content that are shaping the world of Corporate Governance, Executive Compensation, ESG, Shareholder Activism, Retail Outreach and M&A.
