Shareholder Engagement – Basics of Running a Campaign


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, Director, ASC Advisors LLC
  • Eleazer Klein, Partner and Co-Head Global Shareholder Activism Group, Schulte Roth & Zabel

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