Podcast
Shareholder Primacy
Free Float Media Inc. · Business · English
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.
More from Shareholder Primacy All episodes →
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26 Aug 2026 · 45 min
Intel fiduciary duty, Voya no-confidence vote
Ann and Mike talk about the US government investment in Intel and some subsequent lawsuits, and a novel proxy solicitation at Voya Financial
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22 Jul 2026 · 50 min
STOCK Act, Activist SPV Disclosures
Ann and Mike talk about the STOCK Act and Trump Media, and new disclosure rules for activist SPVs.
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8 Jul 2026 · 1 hr 20 min
Proxy Season Crossover
What are the overall results from AGMs in 2026? How did companies and shareholders do in AGM votes? Shareholder proposals Many fewer E&S Same or slightly more corp gov Voting outcomes similar to past years(?) Proxy contests Many fewer compared to earlier years Activists prevailed at roughly the same rate, perhaps a little lower Many more settlements Notable activist situations ESG proposals Proxy contests Almost no really big ones Biglari lost two, CBRL and JACK Two mergers terminated CORZ, CoreWeave STAA Withhold campaigns didn’t work CBRL, JACK VSCO - started as a proxy contest Several…
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18 Jun 2026 · 46 min
Closed-End Funds at the US Supreme Court
Ann and Mike talk about the FS Credit Opportunities v. Saba Capital case at the Supreme Court
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20 May 2026 · 1 hr 15 min
Jeff Mahoney, Council of Institutional Investors
Ann and Mike talk with Jeff Mahoney of the Council of Institutional Investors
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6 May 2026 · 41 min
Challenging advance notice bylaws, precatory proposal proxy solicitation
Ann and Mike talk about challenging advance notice bylaws, and some a new precatory proposal proxy solicitation
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29 Apr 2026 · 36 min
SpaceX leaks, independent directors
Ann and Mike talk about the leaks of portions of the SpaceX registration statement, and how boards recruit independent directors
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22 Apr 2026 · 44 min
TSLA, How activists think
Ann and Mike talk about the Tesla decision dismissing the last Delaware claims, and about how activists think
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15 Apr 2026 · 41 min
How proxy votes worked at SBUX
Ann and Mike talk about how proxy votes actually work, using SBUX as an example
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