14 Sep 2023

Lighthouse North America, September 2023

Topics

Bonds Directors ESG Family Owned / Non listed companies General Meetings / Proxy solicitation Governance IPO IR Convergence Mergers and Acquisitions Regulation / Reform Remuneration Shareholder Activism Shareholder Communication Shareholder Engagement Succession Planning Recent Deals and Transactions Proxy Updates Investor Engagement Activism Mutual funds/ETFs Issues for Companies in 2019 Client Memorandum Issues for Companies: 2020 Leadership Series INSTITUTIONAL INVESTOR SURVEY Lighthouse Capital Markets Intelligence The Long View The Governance Compass Views on the News

Shareholder Proposal Summary
We discuss the breakdown of notable shareholder proposals so far this year,
including how proponents and shareholders have altered their approach
towards these specific proposals.
What are Zero-day options?
While zero-day options can offer high rewards in a brief time span, they come
with significant risks and challenges that traders need to be aware of.
ESG Shareholder Proposals: The Current Canadian Landscape
A growing number of investors are beginning to use shareholder proposals as
a tool to voice their opposition to management on wide ranging ESG topics at
Canadian public companies.
2023 Proxy Season: Return to Normalcy
From polarization of ESG to gender diversity of the board, there were several notable topics of focus this proxy season. Learn more about key takeaways and what this means for the 2024 season.
The Evolution of ESG Disclosure Standards: Norming? In 1993, an estimated 12% of the world’s companies engaged in some form of ESG reporting. Today, 95% of the world's largest 250 companies engage in sustainability reporting. What drove this change and how have the practices of ESG disclosures evolved?
Activist Report Q2 2023
This excerpt of Morrow Sodali’s Activist Report analysis outlines the major
trends identified globally among activist investors’ portfolios.
Welcoming HXE Partners, a Morrow Sodali Company
Read about Morrow Sodali’s most recent acquisition: HXE Partners, an ESG strategy and implementation advisory firm.
CBCA Changes “Withhold Voting” to “Voting Against” Directors - its impact on Canada’s 2023 Proxy Season
We discuss recent changes to the Canada Business Corporations Act concerning director voting including evolving voting practices to allow a shareholder to vote against directors. Learn more about what this means for Canada’s Proxy Season.
Empowering Liability Management Transactions with Real-Time Reporting
Time is of the essence within debt transactions, though access to real-time information is rare. Learn what Morrow Sodali is doing to advance the provision of transaction information.
Get to Know Morrow Sodali
Q+A with Víctor Meléndez, Managing Director, FrameworkESG.