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Initiating a Forum Program
The Shareholder Forum is planning to make its
programs openly accessible, so that any
investor or corporate manager who wants to make use of Forum processes to
address an issue will be able to do so, fairly and equally.
We’re starting now with the introduction of a simple process
that can be used by investors, corporate managers, or professionals to
initiate the definition of an issue and determine its importance to a
company’s investors. This process is intended as a first step, allowing an
initiator’s private exploration of what may be relevant to investor
decisions, without any commitments to proceed with public phases of a Forum
program. The cost of the initial issue definition process has been set at a
flat rate that should not be a barrier to any publicly traded company or
fund manager.
Your suggestions will be welcomed to guide our development of
the Forum's processes to address your particular interests, and also to more
broadly serve
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investors in their research and analysis of
corporate valuation and voting decisions;
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corporate managers in their communications to
understand and respond to investor interests; and
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all decision-makers in their understanding of
marketplace practices supporting the public interest in effective
enterprise competition and capital allocation.
For more information about the Forum’s process for confidential definition
of an issue, you can send an email to
inquiry@shareholderforum.com. Whether you provide specific details or
just describe your interest in general terms, whatever you say will be
considered private according to the Forum’s
standard rules: neither your identity nor anything you state will be
disclosed without your explicit permission.
Anyone interested in the more general development of Forum policies and
organizational plans is also encouraged to offer advice. Responding to both
marketplace and regulatory interest in
expanded applications of Forum programs will require converting from
volunteer to professional management, as well as oversight controls that
assure the integrity of Forum processes.
The combination of operational reliability and public responsibility will
require creatively careful design, and we’ll appreciate your help to get it
right.
GL – 7/7/08
Gary Lutin
Lutin & Company
575 Madison Avenue, 10th Floor
New York, New York 10022
Tel: 212-605-0335
Email: gl@shareholderforum.com
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