January 11, 2019
While the volatile markets certainly impacted the 2018 year-end results for a number of activists, from our vantage point we see the record shareholder activist activity that occurred in 2018 continuing into this year not despite of but – in many cases – because of the market turbulence.
December 27, 2018
A record of more than 280 companies around the world with market values of more than $500 million were publicly subjected to activist demands in 2018 By Cara Lombardo Investors are recognizing the benefits of speaking up and doing so early in campaigns, said Bruce Goldfarb, head of Okapi Partners LLC, a proxy-solicitation firm that […]
December 12, 2018
Bruce Goldfarb joined Rishaad Salamat and Doug Krizner on Daybreak Asia.
November 16, 2018
The proxy voting system, where shareholders elect board members and get a say on other contentious issues, is “complicated, somewhat arcane and . . . out of sync with modern technology,” said Bruce Goldfarb, chief executive of Okapi Partners, a proxy solicitor employed to drum up support during a contested vote. “The P&G situation put a spotlight on issues that have been plaguing the proxy process for years.”
October 23, 2018
“Predicting how a large investor might vote based on prior votes is becoming more difficult and activists need to conduct a careful analysis of a potential target’s shareholder base to effectively map out a strategy. Companies also need to monitor their shareholder base constantly to make sure they understand who owns their shares.”
October 9, 2018
“As activists continue to gain a level of legitimacy in the market and design more effective ways to reach shareholders with their message, retail participation in the voting process should increase,” Bruce Goldfarb, CEO of Okapi Partners, wrote in the report.
May 17, 2018
“All participants within the corporate outreach and investor community should work together to make more information available about annual meetings, corporate governance and other issues. As ESG matters become more important in the boardroom, for example, we think retail shareholders’ interest in voting will naturally go up and voting levels will improve with better technology.”
April 24, 2018
“‘I like to say that it was a series of fortunate events. The beginning of 2008 was clearly not the best time to start a new firm but we charged ahead, free of conflicts and happy to take on assignments for either side of a campaign,” said Goldfarb, co-founder, CEO and president of Okapi Partners LLC in an interview with The Deal. “Looking back, it turns out that we were at the beginning of a big change in shareholder activism, corporate governance and overall engagement with investors.”
April 21, 2018
“What are three white men doing talking about diversity?” Bruce Goldfarb, CEO of proxy solicitor Okapi Partners, asked the crowd — also mostly comprised of white males — leaving them seemingly bewildered.
April 19, 2018
“We are in an environment now where the largest shareholders are saying, ‘We want a diverse board. We are concerned with gender diversity. We are concerned with having people of color on the board,” Goldfarb said during his panel.