7 July 2010 Più soci esteri alle assemblee italiane
Andrea Di Segni explains the main effects that the implementation of the record date may have on the Italian cross border proxy voting process. Sodali has recently promoted a survey directed to international investors, with the purpose of assessing the expected impact of the adoption of a record system in Italy. The evidences of the survey show that the foreign participation may increase up to 40/50% during the next AGM season. This triggers important considerations on how companies prepare to engage with investors and manage their concerns and expectations.
8 May 2010 The Qatar Peninsula
Family Firms should resolve issues before IPO.
The attention to corporate governance is very high in the Middle East Region. This article deals with the specific governance concerns that private and family owned companies should look in planning an IPO.
9 April 2010
Conflitti di interesse - Quella rete Consob a maglie larghe che dimentica le piccole operazioni.
Evidence and media coverage is usually focused only on large market cap companies while the same, or even larger evidence of conflicts of interest are often embedded on small, family owned listed companies. Consob is working very hard on the new conflict of interest regulations that clearly has to be adopted by all listed companies
6 April 2010
Governance centrale per attrarre capitali
"Governance plays a central role in attracting shareholders " - Sodali
's Governance advisory team emphasizes the value of a correct
governance structure and the importance of a proactive engagement with
shareholders on governance matters.
26 March 2010
Geronzi well-placed for Generali chair
Alvise Recchi comments on the often overlooked possibility for minority shareholders to achieve Board representation at Italian General Meetings, by means of the "voto di lista" rule.
21 March 2010
Sulla trasparenza dialogo permanente con soci e authority
Sodali comments the new governance guidelines and value of "engagement" when issuers have an open dialogue with regulators and shareholders.
01 March, 2010
A Meeting of Minds
The article summarizes the issues European companies will have to consider carefully in planning their Annual General Meetings - including the likely increase of active engagement of shareholders. John Wilcox and other leading governance practitioners provide companies with some keys for promoting a better ongoing dialogue and outreaching successfully to shareholders.
4 January 2010
John Wilcox comments in the "Watchdog section" on the reform of the financial markets and the efforts of the Obama Administration.
Widely debated topics such as executive remuneration and the role of institutional investors for granting long-term stability to the market are also dealt with during the interview.
20 January 2010.
La comunicacion abre una ventana al consejo
Article on the speech that John Wilcox gave at the Bolsa de Madrid.
The subject was "Broadening the scope of the Investor Relations function: are Investor Relations and Corporate Governance converging?".
4 January 2010
Shareholders come out of their shells.
The article forecasts increased shareholder dissent at 2010 AGMs. John Wilcox, Chairman of Sodali, recommends companies to design directors' pay packages extremely carefully and to provide an adequate explanation of how compensation schemes link to the companies' strategy.
11 November 2009
Un ingorgo di rimborsi dopo la corsa alle emissioni.
The article warns about the high level of bond repayments expected in 2010 and analyzes the possible issues some companies could face in the quest to meet deadlines. The article also mentions Sodali for strengthening of its corporate restructuring team and announces that Stefano Mercati has joined Sodali as Senior Advisor.
5 October 2009
Stefano Mercati joins Sodali as Senior Advisor to the corporate restructurings and special projects team.
New York, United States of America.
1 May 2009
Lisa Schneider joins Sodali as Director of U.S. Institutional Investor Affairs.
New York, United States of America
1 May 2009
Sodali hires Hernan Lopez to develop its presence in Latin America.
February 2009
Investment focus - when an ethical stance is not just academic.
John Wilcox explains how TIAA-CREF - one of the world's largest pension systems - incorporates corporate responsibility issues into its investment decisions.
29 December 2008
Experts re-examine shareholder action.
The article reports the points of view of governance practitioners on the
issue of how to improve shareholder engagement, in the light of the current
financial turmoil. John Wilcox is interviewed on how companies can improve
communications to manage appropriately the expectations of their investors.
8 December 2008
"Activist Shareholders: from value strippers to value protectors".
The article deals with the likely changes to the strategies of activist shareholders, in light of the current financial crisis. John Wilcox is interviewed and forecasts some “wholesale” activist campaigns in pre-determined sectors.
7 December 2008
"Ora un faro sulle Agenzie di Rating".
In this interview, John Wilcox discusses the measures needed to restore trust in the current financial crisis and sets an agenda of reform of the financial markets that will need to be tackled - once the current emergency is over - to avoid that these events occur once again. Executive compensation schemes, conflicts of interest and corporate governance are amongst those issues.
4 November 2008
"Election Day".
John Wilcox is invited to follow and comment on the developments of the US Presidential election day together with a forum of journalists, bankers, lawyers and entrepreneurs from both sides of the Atlantic.
25 November 2008
Seminar on "Shareholder Engagement and the Annual General Meeting" - Governance italiana pronta no perditempo.
The seminar - organized by the law-firm Cleary Gottlieb Steen & Hamilton and
Sodali - is mentioned as a concrete contribution to measure the
state-of-art of Italian Governance and the way it is looked at by the
international financial community.
1 November 2008
GWM pronto a conquistare i super-ricchi di Abu Dhabi.
GWM opens an office in Abu Dhabi to pinpoint its presence in the area. This
provides an opportunity for Sodali to provide services to local companies
and financial institutions willing to align their governance structures to
meet the requests and expectations of the global financial markets.
31 October 2008
Publication of the Study: Comparative Analysis of European Legislation
Dealing with Takeover Bids" - Per Giove, senza OPA si falsa il mercato.
The Study published by Sodali receives widespread interest in the financial community, in the context of the current crisis of the financial markets.
10 October 2008
Rothschild all' italiana.
In this article, Sigieri Diaz Pallavicini, Chairman and Founder of GWM, announces the new structure of the Group. Inspired on the model of the English and French merchants of the beginning of the last century, GWM strives at providing diversified services to the family-owned companies whose wealth it manages, by developing a merchant bank and extending the reach of Sodali’s services to deal with the expectation of their minority shareholders.
BusinessWeek
9 October 2008
When Shareholders Want Their Say
A chat with governance guru John Wilcox.
The former head of governance for TIAA-CREF on what institutional investors want from boards and companies, and how corporations can facilitate productive conversations with them.
9 September 2008
Les fonds activistes ne craignent pas la crise.
Following the consolidation of Sodali's presence in Paris, La Tribune interviews John Wilcox on the future of shareholder activism.
9 May 2008
Shareholders Want a 'Say on Pay'.
Rising executive compensation packages sometimes in the face of poor company performance have prompted shareholder proposals on how to regulate pay. John Wilcox, chairman of Sodali, discusses the regulation suggestions.
10 June 2008
Las hipotecas subprime han creado la peor crisis de gobierno corporativo desde Enron.
John Wilcox is asked to comment on the implications on corporate governance of the "subprime" crisis.
Expansión
02 June 2008
Los fondos de pensiones de empleo quieren influir en las empresas del Ibex.
John Wilcox on the debate on whether pension funds should actively exercise their voting rights at the AGMs of Spanish listed companies.
Il Sole 24 Ore
31 May 2008
I maxi-compensi? Una malattia.
Interview to John Wilcox on the controversial issue of executive remuneration and the voicing of shareholder discontent at some Shareholder Meetings in UK and US.
IR Magazine
01 May 2008
Meeting of minds.
The Advice section of the magazine hosts an interview to Justin Reynolds on how to gain investor support at AGMs.
Financial Times
16 April 2008
Activists reveal cracks in an Italian monolith.
Intervention of John Wilcox on the debate surrounding Italian issuer Generali Assicurazioni.
Dagens Industri
13 March 2008
Bolagen slår tilkaba
Interview to Justin Reynolds on the challenges facing companies at Annual General Meetings.
Il Sole 24 Ore
12 March 2008
I consigli attuali assicurino continuità.
John Wilcox is asked to comment on the possibility that some Italian State owned corporates may postpone their Annual General Meeting.
Korea Herald
12 March 2008
Increased Corporate Transparency
Article on the Korean company Dong-A Pharmaceutical. Sodali is mentoned for delivering a governance program.
Il Sole 24 Ore
19 December 2007
Tutti i nodi della governance italiana
Article on the presentation of a book on corporate governance wrote by Francesco Chiappetta, general counsel of Telecom Italia. John Wilcox is invited as a speaker and contributes to the debate.
Global Proxy Watch
16 November 2007
People
This reference newsletter of the Governance community announces that John Wilcox is to become Chairman of Sodali.
Milano Finanza
09 June 2007
Tranquilli, ci pensa Sodali
Sodali deserves attention of the financial community after its first transactions.
Expansión
16 May 2007
Un radar para conectar con los accionistas.
The article expands on the opening of Sodali in Spain.