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2026 Proxy Season Preview

  • Virtual Roundtable Via Zoom (map)

Join Keith E. Gottfried, Founder and CEO of Gottfried Shareholder Advisory LLC, as he leads an expert panel of thought leaders and advisers representing the perspectives of both issuers and investors. The panel will share timely insights into what’s shaping the 2026 proxy season, including evolving shareholder activism preparedness and response strategies, the impact of the SEC’s new approach to shareholder proposals, and how shareholder engagement dynamics continue to shift in response to the 2025 changes in SEC guidance limiting engagement by passive investors.

The discussion will explore:

  • The outlook for shareholder activism in 2026

  • How the activist playbook is evolving compared to prior years

  • How companies are adapting their preparedness and response strategies as activism becomes more sophisticated

  • How the SEC’s 2025 guidance limiting engagement by passive investors has impacted shareholder engagement and investor communications

  • Which shareholder proposal issues are expected to dominate this year

  • How the change in the SEC’s approach to shareholder proposals is impacting the shareholder proposals that are submitted and expected to come to a vote

  • The impact of changes in proxy advisory firm voting policies

  • How institutional investors are approaching ESG -related proposals in a more complex regulatory and political environment

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January 22

Why Small Caps Are Attractive to Activist Investors

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March 4

Navigating the New M&A Landscape