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Artwork for Shareholder Primacy

Shareholder Primacy

Free Float Media Inc.
Activist Investing
Corporate Governance
Securities Law
Shareholder Proposals
Tesla
Elon Musk
SEC
Proxy Advisors
Delaware Law
Delaware Corporate Law
Proxy Voting
Exxonmobil
Universal Proxy
Proxy Contests
Warner Brothers Discovery
Netflix
Delaware
Texas Proxy Regulation
Delaware Supreme Court
Paramount

From activist investor and advisor Mike Levin and Colorado Law professor Ann Lipton, Shareholder Primacy is a podcast about activist investing, securities law, and all the ways the financial and legal worlds intersect and collide in real life.

PublishesWeeklyEpisodes72Founded2 years ago
Number of ListenersCategories
InvestingBusinessManagement

Listen to this Podcast

Artwork for Shareholder Primacy

Latest Episodes

SpaceX IPO

YouTube

Ann and Mike talk with Jeff Mahoney of the Council of Institutional Investors

YouTube

Ann and Mike talk about challenging advance notice bylaws, and some a new precatory proposal proxy solicitation

YouTube

Ann and Mike talk about the leaks of portions of the SpaceX registration statement, and how boards recruit independent directors

YouTube

Key Facts

Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Jeff Mahoney
General Counsel of the Council of Institutional Investors
Council of Institutional Investors
Episode: Jeff Mahoney, Council of Institutional Investors
Kyle Pinder
Attorney and partner at Morris Nichols
Morris Nichols
Episode: Kyle Pinder on shareholder proposals under Delaware law
Francine McKenna
Writer, lecturer, and observer of public accounting and corporate governance
The Dig (Substack)
Episode: Francine McKenna, The Dig
Andrew Droste
Global Head of Corporate Governance at Columbia Threadneedle
Columbia Threadneedle Investments
Episode: Andrew Droste, Columbia Threadneedle
Professor Joe Grundfest
William A. Franke Professor Emeritus of Law and Business at Stanford Law
Stanford University
Episode: Prof. Joe Grundfest and attorney Joel Fleming on Delaware contingency fees
Joel Fleming
Partner at Equity Litigation Group specializing in plaintiff-side shareholder litigation
Equity Litigation Group
Episode: Prof. Joe Grundfest and attorney Joel Fleming on Delaware contingency fees
Brian Highsmith
Lecturer and academic fellow in law and political economy
Harvard Law School
Episode: Company towns with Brian Highsmith, Harvard Law School
Nell Minow
Independent activist investor and advisor to institutional investors on corporate governance
Value Edge Advisors
Episode: Nell Minow, ValueEdge Advisors
Sarah Haan
Law professor at Washington & Lee Law School
Washington & Lee Law School
Episode: Sarah Haan, Washington & Lee School of Law

Hosts

Mike Levin
Host of the show and independent activist investor (theactivistinvestor.com).
Ann Lipton
Professor of law, co-hosts and guides discussion with a securities-law perspective.

Reviews

4.6 out of 5 stars from 38 ratings
  • Interrupting guest

    His ability to interrupt Lauren Thomas every sentence was impressive

    Apple Podcasts
    2
    tedshred96
    United Statesa year ago
  • Love this podcast!

    Really great insights

    Apple Podcasts
    5
    WithAnE1819
    United States2 years ago
  • Good podcast

    Good stuff from a real live investor and a sharp finance professor — great perspectives !

    Apple Podcasts
    5
    Stephen Grishnackh
    United States2 years ago
  • Great

    Intriguing takes, couple of really sharp financial minds

    Apple Podcasts
    5
    schmoolevin19
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Strong insights from seasoned investment and legal perspectives.
Clear, actionable governance takeaways for practitioners.
Interrupting guest – constructive tension and strong guest participation.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#213
Poland/Business/Investing
Apple Podcasts
#247
Colombia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Mailbag!
Q: What exactly do proxy solicitors do? Why does an activist or a company need one? Why does anybody need a proxy solicitor?
Proxy solicitors help activists understand the shareholder base, plan their approach for soliciting votes, and handle the actual process of collecting and processing proxies. They bring in-depth knowledge of shareholder voting policies and facilitate outreach to various shareholders.
Mailbag!
Q: How does an activist investor handle Edgar filings? Can you just do it yourself or do you need a law firm to do it?
Some Edgar filings can be done by the activist investor themselves, especially straightforward ones like 13-D filings. However, for more complex filings or those needing legal compliance, it's advisable to consult a lawyer.
Mailbag!
Q: Why do activists request the NoBo list to solicit votes? What does it enable that you can't do with public data like 13F filing?
Activists request the NoBo list to identify shareholders who have not objected to their information being shared, which enables personal communication with those shareholders. It's more effective than 13F filings because it provides a more detailed list of individual shareholders.
How activists and companies make life hard for each other
Q: What are some examples of what we've seen that activists and companies kind of do to each other?
Companies and activists often employ clever and devious tactics against each other, such as bylaw amendments that change voting thresholds for contested elections.
Advance notice bylaws with Ben Bates
Q: What recommendations do you have for regulatory changes regarding advanced notice bylaws?
Some recommendations include requiring shareholder votes on all election-related bylaws and allowing activists time to cure deficiencies in their nominations.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Shareholder Primacy

What is Shareholder Primacy about and what kind of topics does it cover?

A hard-hitting, legally grounded take on corporate governance, activism, and securities law. Across episodes, the hosts dissect high-profile governance battles, proxy contests, and regulatory developments, blending academic rigor with practitioner insight. Listeners likely include finance practitioners and legal professionals who want sharp analysis of fiduciary duties, disclosure rules, and activist tactics, plus practical takeaways for navigating boardroom dynamics and shareholder engagement. A notable edge is the dual lens of an activist investor and a law professor, offering both real-world investment perspectives and structural, rule-based critique of governance models. The show tends to connect complex capital structures, bylaw strate... more

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Which podcasts are similar to Shareholder Primacy?

These podcasts share a similar audience with Shareholder Primacy:

1. PROXY COUNTDOWN
2. Capitalisn't
3. The Voice of Corporate Governance
4. Conversations with Tyler
5. Money Stuff: The Podcast

How many episodes of Shareholder Primacy are there?

Shareholder Primacy launched 2 years ago and published 72 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Shareholder Primacy?

Recent guests on Shareholder Primacy include:

1. Jeff Mahoney
2. Kyle Pinder
3. Francine McKenna
4. Andrew Droste
5. Professor Joe Grundfest
6. Joel Fleming
7. Brian Highsmith
8. Nell Minow

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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