Prepare for Changes to the Shareholder Engagement Process

Harvard Law School Forum On Corporate Governance

Brian V. Breheny Raquel Fox Marc S. Gerber Joshua Shainess Kyle Wiley

New SEC guidance on eligibility to file Schedule 13G beneficial ownership reports will likely make institutional investors cautious when engaging with companies. Partners Brian Breheny, Raquel Fox and Marc Gerber discuss why companies should anticipate that and act proactively to address likely concerns.
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