Shareholder Engagement – Running a Successful Campaign


2017 was a huge year for activism with $62bn deployed, more than double the 2016 figures. 2018 is on track to meet or exceed that. Increasingly, there has also been a greater diversity of shareholder engagement approaches. Not all campaigns are public, nor limited to the equity markets. More and more credit managers are engaging in activism – be it with creditor committees and managing bankruptcy proceedings and restructurings. As a result, it is ever more important than ever for managers of all strategies to understand how to run a successful shareholder engagement campaign.

In this session hosted by AIMA and the Alternative Credit Council, leading advisors from law firm Schulte Roth & Zabel, proxy solicitor Okapi Partners and strategic communications firm ASC Advisors discuss the legal, proxy solicitation and communications strategies involved in actively engaging with a company board or management team.  SRZ, Okapi and ASC each have substantial experience working with both seasoned veterans and first time activists, and will discuss the different strategies a manager can use and when it might be appropriate to engage publicly with a board or management team.



  • Michelle Noyes, Head of Americas, AIMA       


  • Bruce Goldfarb, President and Chief Executive Officer, Okapi Partners
  • Taylor Ingraham, Managing Director, ASC Advisors LLC
  • Ele Klein, Partner and Co-Head Global Shareholder Activism Group, Schulte Roth & Zabel


Event Recap:


To view the recap video, please click here





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