Design and help execute tailored outreach strategies for effective off-season and in-season shareholder engagement

Provide guidance on preparing the engagement team, optimizing timing, and crafting messaging for the greatest impact

Craft engagement materials (investor presentations, talking points, Q&A) to resonate with investor audiences

Provide key stewardship and proxy advisor contacts for engagement outreach

Prepare for investor meetings with background information on specific investors

Analyze investor meeting feedback and evaluate potential changes to programs, disclosures, and practices

Prepare reporting for the Board on shareholder engagement efforts and insights