Activist Investing Today: State Street’s Vernardis Says Many Companies “Surrender” to Activists When They Settle
Some settlements reached between activist hedge funds and corporations represent an “unconditional surrender” by the targeted firm rather than a truce. At least that’s the view of State Street Global ...
8 Jul 201920min
Activist Investing Today: Columbia's Coffee on Board Diversity and Litigation
A lawsuit or two challenging California's recently approved board diversity law requirement is likely to emerge, though the proponents of such a challenge may not be immediately apparent. At least tha...
4 Jun 20195min
Activist Investing Today: Columbia’s Coffee on Activists, Icahn, M&A and Proxy Adviser Rules
Activist hedge funds hurt research & development budgets at U.S. corporations, which has a broader negative impact on the economy.At least that’s the view of Columbia Law School Professor John Coffee,...
31 Mai 201912min
Activist Investing Today: CCGG’s McCall on Canada ‘Say on Pay,’ ESG and Diverse Boards
Canada currently doesn’t have legislation mandating a non-binding vote of shareholders on executive compensation, but legislation percolating on Parliament Hill in Ottawa is likely soon to change the ...
16 Mai 201923min
Activist Investing Today: What’s Next at Sony With Third Point Hovering
The Activist Investing Today podcast spoke with The Deal’s media, technology and communications expert Chris Nolter, about whether there would be interest in acquiring Sony’s entertainment assets now ...
12 Apr 201910min
Activist Investing Today: 'Dear Chairman' Author Gramm Discusses Luby's, Corporate Raiders
It’s okay to call activist investors corporate raiders. At least that’s the view of Jeff Gramm, the author of “Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism.” Gramm talked to T...
5 Apr 201931min
Activist Investing Today: Turkey’s First Activist Talks Istanbul Insurgencies
In 2015, Ertan Enginalev, launched his first public insurgency campaign in Turkey, urging an industrial conglomerate, Akfen Holdings, to consider strategic options such as listing a minority stake of ...
26 Mar 201923min
Activist Investing Today: Glass Lewis’ Grothe Talks Peltz, Campbell and Director Fights
Activist investors like Nelson Peltz who have board and operational experience are more likely to be viewed positively by influential proxy adviser Glass Lewis than hedge fund managers that have never...
8 Feb 201928min
