Navigating Market Turbulence: Shareholder Engagement for 2025 and the Future
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Join us for an insightful webinar hosted by Diligent Market Intelligence, where we delve into the impact of recent market volatility on the 2025 proxy season.
Our expert panelists will share their unparalleled insights and practical strategies to help you navigate the challenges and opportunities ahead.
Who Should Attend:
- Corporate executives and board members
- Advisors to public companies, including legal, compliance, investment banking and strategic communications professionals
- Investor relations and shareholder engagement teams
- Stewardship professionals
Speaker Bios:
Josh Black, Editor-in-Chief, Diligent Market Intelligence
Josh is the editor-in-chief of Diligent Market Intelligence, a news and data service focused on shareholder engagement, governance, and stewardship topics. A noted expert on corporate governance and investor attitudes, Josh is frequently quoted by the financial press and a regular speaker at conferences.
Carmen X. Lu, Partner, Paul, Weiss
Carmen is a partner at Paul, Weiss, a leading international law firm, where she focuses on corporate governance, mergers and acquisitions, and activism defense. With a deep understanding of the legal and strategic aspects of shareholder activism, Carmen has represented numerous companies in high-stakes proxy contests and other shareholder disputes. Her practice also includes advising on ESG matters, board governance, and regulatory compliance. Carmen is recognized for her ability to provide practical, forward-thinking advice that helps clients navigate complex legal and business challenges.
Geoffrey L. Weinberg, Managing Director, Sodali & Co
Geoff is a Managing Director at Sodali & Co, a leading global advisory firm specializing in corporate governance, shareholder engagement, and activism defense. With deep legal experience, Geoff has advised on more than 100 shareholder votes and proxy contests, providing strategic counsel to boards and management teams. His expertise spans a wide range of industries, including consumer goods, technology, and healthcare. Geoff is known for crafting tailored strategies in contested situations, blending legal acumen with practical stakeholder insight—particularly in matters involving retail shareholders, governance reform, and evolving ESG considerations.
Josh Black, Editor-in-Chief, Diligent Market Intelligence
Josh is the editor-in-chief of Diligent Market Intelligence, a news and data service focused on shareholder engagement, governance, and stewardship topics. A noted expert on corporate governance and investor attitudes, Josh is frequently quoted by the financial press and a regular speaker at conferences.
Carmen X. Lu, Partner, Paul, Weiss
Carmen is a partner at Paul, Weiss, a leading international law firm, where she focuses on corporate governance, mergers and acquisitions, and activism defense. With a deep understanding of the legal and strategic aspects of shareholder activism, Carmen has represented numerous companies in high-stakes proxy contests and other shareholder disputes. Her practice also includes advising on ESG matters, board governance, and regulatory compliance. Carmen is recognized for her ability to provide practical, forward-thinking advice that helps clients navigate complex legal and business challenges.
Geoffrey L. Weinberg, Managing Director, Sodali & Co
Geoff is a Managing Director at Sodali & Co, a leading global advisory firm specializing in corporate governance, shareholder engagement, and activism defense. With deep legal experience, Geoff has advised on more than 100 shareholder votes and proxy contests, providing strategic counsel to boards and management teams. His expertise spans a wide range of industries, including consumer goods, technology, and healthcare. Geoff is known for crafting tailored strategies in contested situations, blending legal acumen with practical stakeholder insight—particularly in matters involving retail shareholders, governance reform, and evolving ESG considerations.
Gloria Lin, Senior Managing Director, Evercore
Gloria Lin is a Senior Managing Director in Evercore’s corporate strategic advisory business with a focus on shareholder activism and raid defense.
Prior to joining Evercore, Ms. Lin was a Director in Citi’s Global Mergers and Acquisitions group in New York, where she worked for over a decade. Ms. Lin has extensive experience advising clients across a variety of industries on strategic advisory including public company mergers and sales, corporate divestitures, cross-border transactions, activist defense and contested shareholder situations. Notable transactions include TEGNA’s activism defense against Standard General, Rambus’ activism defense against Barington Capital, MTS Systems’ raid defense / sale to Amphenol, Vonage’s activism defense against Legion, Interpublic Group’s activism defense against Elliott / acquisition of Acxiom Marketing Solutions, Ashland’s activist defense against JANA and sale of Water Technologies to CD&R.
Ms. Lin holds a B.S. degree from The Wharton School of the University of Pennsylvania and frequently attends as a guest lecturer on various finance and M&A related topics.
Gloria Lin is a Senior Managing Director in Evercore’s corporate strategic advisory business with a focus on shareholder activism and raid defense.
Prior to joining Evercore, Ms. Lin was a Director in Citi’s Global Mergers and Acquisitions group in New York, where she worked for over a decade. Ms. Lin has extensive experience advising clients across a variety of industries on strategic advisory including public company mergers and sales, corporate divestitures, cross-border transactions, activist defense and contested shareholder situations. Notable transactions include TEGNA’s activism defense against Standard General, Rambus’ activism defense against Barington Capital, MTS Systems’ raid defense / sale to Amphenol, Vonage’s activism defense against Legion, Interpublic Group’s activism defense against Elliott / acquisition of Acxiom Marketing Solutions, Ashland’s activist defense against JANA and sale of Water Technologies to CD&R.
Ms. Lin holds a B.S. degree from The Wharton School of the University of Pennsylvania and frequently attends as a guest lecturer on various finance and M&A related topics.
About Diligent Market Intelligence
Diligent Market Intelligence is the leading resource for understanding and optimizing shareholder engagement, particularly in areas such as activist campaigns, activism vulnerability, activist short selling, and proxy voting.
The platform offers a comprehensive view of corporate governance and shareholder engagement behavior, equipping companies and their investors with critical data to proactively mitigate shareholder risk and formulate actionable engagement opportunities.
Unique scoring and analytics, such as red flags and vulnerability scores, help identify risks and opportunities much faster, while comprehensive governance and compensation data allow for benchmarking against best-in-class standards.
Many of Diligent Market Intelligence's proprietary datasets are available as a data feed through our partners Snowflake.
