Wednesday, August 2 • 12:00 – 1:00 p.m. ET
Please join Jake Berwind, director of sales at Morrow Sodali, for the "2023 Proxy Season CLE Presentation" on Wednesday, August 2, 2023 from 12:00 – 1:00 p.m. ET. The CLE presentation will be regarding the entire proxy process. This will include, but will not be limited to:
- Fungible Bulk
- NOBO vs. OBO
- DTCC
- Roles of Brokers, Banks, Transfer Agents and Proxy Solicitors
- Universal Proxy