Insights & News

Broadridge Webinar:
Fund Proxy for the Modern Era Webinar

February 27, 2024
11 a.m. - 12 p.m. ET


In recent years, a fund’s ability to attain the shareholder votes needed to hold special and annual shareholder meetings has become more difficult. The difficulty in obtaining votes is largely due to shareholder apathy and regulatory changes including: retail and institutional shareholder engagement, the use of discretionary voting, and restrictions in how shareholders can be communicated with. So what’s the solution?

Join our panel of experts for a lively discussion about how proxy service providers, regulators, and asset managers can come together to address these issues and drive change.

This session will do a deep dive on fund proxy campaigns, including:

  • Current proxy voting landscape and trends
  • Asset manager challenges and paths to successful proxy campaign execution
  • The Investment Company Institute’s perspective
  • Outside counsel views
  • Industry alignment for smart regulatory reform

Lauren Davides
Vice President of Strategy Development, Broadridge

Taylor Brody
Partner, Stradley Ronon

Brian Kerrane
Managing Director, Neuberger Berman

Kelly O’Donnell
Director, TA and Operations, ICI


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