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
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