Proxy advisors are an established part of the voting ecosystem, but their role is best understood within the broader context of investor decision-making. In this roundtable, Toppan Merrill brings together experienced practitioners across corporate governance, legal and investor engagement to offer a clear, practical view of how proxy advisor recommendations are evaluated alongside other factors.
The discussion will focus on how governance teams can strengthen disclosure, support informed investor decisions and approach the proxy season with discipline and clarity. Attendees will leave with a more informed framework for navigating proxy advisor considerations while staying aligned to long-term shareholder interests.
Our experts will cover:
- Where proxy advisor recommendations truly influence outcomes and where they don’t
- How disclosure shapes investor perception and voting decisions
- When context changes the story behind the recommendation
- Practical ways to strengthen shareholder engagement beyond proxy season
- How to align governance decisions with long-term strategy, not short-term signals
Can’t make it live? Register to ensure access to the on-demand recording.
Presenters
Zally Ahmadi
Managing Director, Corporate Governance
D. F. King & Co., Inc.
Alex Gonzalez
Founder & Managing Member
Law Offices of Alex Gonzalez
Mike Spelman
Director, Proxy Solutions
Toppan Merrill
Karen Fisher
Proxy Advisory Services
Toppan Merrill
