The Shareholder Forum

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of

Forum Institute

 

“Shareholder Forum” programs have evolved since 1999 as effective processes for defining, analyzing, and resolving issues relevant to investors’ capital allocation and voting decisions.
 
The benefit of an independently conducted Forum is in providing both investor and corporate decision-makers with the kind of access to information and free exchange of views that might be sought at a traditional management-run shareholders meeting or analyst conference, but with the non-partisan moderation and timely attention needed to effectively examine alternatives for long-term wealth creation.

 

 

ARCHIVE

 

Completed Forum Programs

 

The cases below were selected to demonstrate the processes by which investors, acting independently in a common interest, can influence value enhancing changes in corporate governance.

 


 

Investor Sponsored Programs


Conducted to support informed investor decisions about proposed governance changes


Oversight of Corporate Integrity

Computer Associates

(2001 Forum)

See also

Current CA Forum (2004)


Replacing Unresponsive Directors

Lone Star Steakhouse

and

Willamette Industries

 

 


 

Special Program


Addressed need for independent sources of information relied upon for investor decisions


Independent Analysis of Proposed Merger

Providian Financial Corporation

 

 


 

Public Education Programs


Conducted for public educational purposes with the New York Society of Security Analysts' (NYSSA) Committee for Corporate Governance and Shareholder Rights


NYSSA Forum Cases

(1999-2001)

Amazon.com

Chesapeake-Shorewood Packaging

Dun & Bradstreet

National Presto

 

 


 

 

 

 

Information requests and suggestions of Forum subjects may be addressed to admin@shareholderforum.com.

It is the policy of Forum programs to be open to all shareholders of a subject company and to any fiduciaries or professionals concerned with their decisions, according to the Forum’s stated "Conditions of Participation." In all cases, each participant is expected to make independent use of information obtained through the Forum, and participation is considered private unless the party specifically authorizes identification.

The material presented on this web site is published by Gary Lutin, who has sponsored or conducted the Forum programs. Mr. Lutin has had no ownership or other relationship with any company that was the subject of a Forum.