Author Archives: Tarik Samman

2025 Proxy Season Trends: The Pendulum Swings Toward Management

2024 affirmed the power of the “Big Three” (Vanguard, BlackRock, and State Street), and large, passive investors generally, to influence director elections and corporate governance. Several trends also emerged in 2024 highlighting expanded shareholder access to the corporate machinery: increased familiarity with the universal proxy card (“UPC”) rules, special interest campaigns focused on director elections […]

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Activism in the 2024 Proxy Season and Implications for 2025

The 2024 proxy season was notable for a number of reasons. Upward trends in the number of campaigns, the increased number of activists, and an increased focus on “operational” campaigns coupled with decreased success of activists in proxy fights and an uptick in settlements, as well as major developments in the domestic and international political, […]

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Weekly Roundup: March 7-13, 2025

Texas is Disrupting Delaware’s Dominance through Innovation Posted by Jonathan Macey (Yale Law School) and Roberta Romano (Yale Law School), on Friday, March 7, 2025 Tags: CEOs, delaware, Delaware law, Shareholders Statement by Acting Chair Uyeda on Climate-Related Disclosure Rules Posted by Mark T. Uyeda, U.S. Securities and Exchange Commission, on Saturday, March 8, 2025 […]

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The Enduring Nexus Between Value and Values

As the ESG backlash continues to unfold, some observers have suggested that criticism of ESG applies with equal force to the notion of stakeholder governance and, relatedly, vindicates Milton Friedman’s theory of shareholder primacy. This erroneously assumes that ESG is congruent with stakeholder governance, and that the two concepts are inextricably intertwined. To the contrary, […]

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An Early Look at Trends From Proxy Season 2025

In anticipation of the 2025 proxy season, publicly traded companies are actively preparing their proxy statements (DEF 14A) for submission to the Securities and Exchange Commission (SEC). These proxy statements, which contain key information pertaining to executive compensation, corporate governance practices and shareholder voting matters, will be presented and discussed at their respective annual shareholder […]

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An Update on ESG Litigation Risks in the United States

Key Takeaways Early in the second Trump administration, the SEC has shown a less permissive attitude to company and investor engagement on environmental, social and governance (“ESG”) matters. While litigation efforts by state and private actors challenging ESG-policies have had mixed results, successes have been achieved where plaintiffs have focused on potential faults in decision-making […]

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U.S. Shareholder Activism Review 2024 and a Look Toward 2025

As we know, activism can take many forms, but the goal always remains generally the same: to motivate management and boards to make changes in the way their companies are currently operating. The strategy that activists will use depends on their objectives and ultimate desired outcome. No one single factor drives an activist’s potential interest […]

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Who Are the Real Winners Under UPC?

While many had predicted that the introduction of the universal proxy card (UPC) would mean a boon for activists, after two years the evidence is more nuanced, with activists often appearing to face an even higher bar in order to win support for their candidates, writes Antoinette Giblin. The Security and Exchange Commission’s (SEC) new […]

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Letter on Delaware Senate Bill 21

The Council of Institutional Investors (CII or Council) writes to respectfully express our opposition to the enactment of Delaware Senate Bill 21 in its current form (SB 21). CII is a nonprofit, nonpartisan association of U.S. public, corporate and union employee benefit funds, other employee benefit plans, state and local entities charged with investing public […]

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Another “Super Year” for Activism

2024 was called a “super year” for political elections, with 72 countries and half the world’s population going to the polls. Incumbent political parties across the globe lost these elections at a dizzying rate as voters punished those seen as responsible for inflation and other economic woes. It was also a booming year for shareholder […]

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