Shows
Beyond the BoardroomNews in briefKieran Poole is joined by Insightia's Rebecca Sherratt, Antoinette Giblin, and Will Arnot to review some of the most notable proxy fights to have drawn to a close in the past few weeks. Make sure to get your free copy of our latest report, ESG 2023.
2023-07-0313 minBeyond the BoardroomWhat is happening with ESG?Kieran Poole is joined by Jon Solorzano of Vinson & Elkins and Rodolfo Araujo of EY as well as Insightia's Rebecca Sherratt to discuss our latest report, ESG 2023. Jon advises companies and their boards on ESG issues, sustainability, activism, risk management, securities law, and M&A. Whereas, at EY, Rodolfo leads the ESG strategy and investor engagement efforts. Among the top findings: Scope 3 reporting goes global: Emissions-intensive sectors face sustained pressure to enhance their net-zero commitments, with climate change shareholder proposals winning 32.4% and 36.7% average support in the U.S. energy and aerospace/def...
2023-06-2742 minBeyond the BoardroomNews in briefKieran Poole is joined by Insightia's Rebecca Sherratt, Antoinette Giblin, and Miles Rogerson to pick the most important stories of the month that you need to know about. On the agenda are Hindenburg Research versus Icahn Enterprises, Shake Shack's vulnerability to activism, and executive pay in Europe. Make sure to also subscribe to Diligent's The Corporate Director Podcast.
2023-05-2414 minBeyond the BoardroomWhy is Europe such an activism hotbed?Kieran Poole is joined by White & Case's Tom Matthews and Sonica Tolani as well as Insightia's Rebecca Sherratt to discuss Corporate Governance in Europe 2023. Tom heads up the firm’s European shareholder activism practice, while Sonica is a specialist in public company M&A, ECM, and shareholder activism. Among the top findings: Emissions reporting takes centrestage: CSRD has ushered in a new era of ESG accountability, mandating European issuers with upwards of 250 employees annually report on sustainability policies and targets, including their Scope 1, 2, and 3 emissions, starting in 2025. The cost...
2023-05-1121 minBeyond the BoardroomNews in briefKieran Poole is joined by Insightia's Rebecca Sherratt, Antoinette Giblin, and Will Arnot to pick the most important stories of the month that you need to know about.On the agenda are Carl Icahn’s campaign at Illumina, boomerang CEOs, and Talos Energy's vulnerability to activism. Make sure to also subscribe to Diligent's The Corporate Director Podcast.
2023-05-0316 minBeyond the BoardroomWhy was 2022 so busy for Australian regulators?Kieran Poole is joined by First Advisers Executive Director Victoria Geddes as well as Insightia's Rebecca Sherratt to discuss Corporate Governance in Australia 2023. Join the conversation about the report using the hashtag #InsightiaAustralia23 on Twitter and LinkedIn.
2023-04-1818 minBeyond the BoardroomNews in briefKieran Poole is joined by Insightia's Rebecca Sherratt, Antoinette Giblin, and Joe Lyons to pick the most important stories of the month that you need to know about. On the agenda are a short report targeting digital payment company Block, BlackRock CEO Larry Fink's annual letter to CEOs and investors, and recent activism in Israel. Make sure to get your free copy of Corporate Governance in Asia 2023.
2023-04-0319 minBeyond the BoardroomWhat are Bluebell's plans for BlackRock?Bluebell Capital Partners co-founder Giuseppe Bivona joins Kieran Poole to discuss its current proxy fight at BlackRock, its success at Richemont, and how it owes its name to a child. Plus, Insightia's Josh Black pops by to tell us about his London Marathon progress. You can follow and sponsor him here.
2023-03-2721 minBeyond the BoardroomWhat are the governance trends in Asia?Kieran Poole is joined by Kekst CNC's Jochen Legewie and Minako Otani as well as Insightia's Rebecca Sherratt to discuss Corporate Governance in Asia 2023. Jochen serves as its Japan head and chairman in Asia advising Japanese and multinational firms on complex positioning mandates. Minako primarily focuses on corporate and financial communications for multinational companies. Join the conversation about the report using the hashtag #InsightiaAsia23 on Twitter and LinkedIn.
2023-03-2129 minBeyond the BoardroomIntroducing... News in brief episodesKieran Poole is joined by Insightia's Rebecca Sherratt and Antoinette Giblin for a brand new episode format. Together, they pick the most important stories of the month that you need to know about. Look out for "news in brief" episodes at the start of every month and make sure to get your free copy of The Shareholder Activism Annual Review 2023. Plus, get your Early Bird tickets for Diligent's Modern Governance Summit in September.
2023-03-0617 minBeyond the BoardroomWhat is the future of modern governance?Diligent CEO Brian Stafford joins Kieran Poole to discuss the challenges faced this year, how activists are viewed by directors, and the future of modern governance. Plus, we answer the age-old question: Does pineapple belong on a pizza? Diligent acquired Insightia back in January 2022. Make sure to get your free copy of The Shareholder Activism Annual Review 2023.
2023-02-2714 minBeyond the BoardroomHow is 2023 shaping up?Kieran Poole is joined by Olshan Frome Wolosky's Ryan Nebel and Elizabeth Gonzalez-Sussman, as well as Insightia's Rebecca Sherratt to discuss The Shareholder Activism Annual Review 2023. Ryan and Elizabeth are members of the firm's activist and equity investment practice focusing on shareholder activism, proxy contests, mergers and acquisitions, and corporate governance. Elizabeth also heads Olshan's ESG activist investing practice.Join the conversation about the report using the hashtag #SAAR23 on Twitter and LinkedIn.
2023-02-1640 minBeyond the BoardroomWho won at our Adviser Awards?Kieran Poole and Rebecca Sherratt discuss the December edition of Insightia Monthly as well as hearing from the Sohn Foundation's Piers Butler live from its ninth annual London conference. The December magazine profiles the most prolific law and proxy solicitation firms this year before revealing the winners of our 2022 Adviser Awards. Plus, it highlights the investor efforts to increase corporate diversity and features an interview with Green Century Capital Management. Remember to get your free copy of Insightia's first-ever report on the topic of compensation.
2022-12-1516 minBeyond the BoardroomWhy so many flashpoints in compensation?Kieran Poole is joined by Willis Towers Watson's Heather Marshall and Ken Kuk as well as Insightia’s Rebecca Sherratt and Sam Dixon to discuss Executive Compensation 2022. Both Heather and Ken are senior directors in the firm’s executive compensation and board advisory practice. Join the conversation about the free report using the hashtag #InsightiaComp on Twitter and LinkedIn.
2022-12-0829 minBeyond the BoardroomWhat were the short selling trends of 2022?Kieran Poole and Rebecca Sherratt discuss the November edition of Insightia Monthly. The November issue explores how companies can avoid activist engagement with proxy season around the corner as well as the latest in short selling trends around the globe. Remember to get your free copy of The Proxy Voting Annual Review 2022.
2022-11-1613 minBeyond the BoardroomWho were the key players of this proxy season?Kieran Poole is joined by Emmanuelle Palikuca of Alliance Advisors and Insightia's Rebecca Sherratt to discuss The Proxy Voting Annual Review 2022. Emmanuelle is the managing director and head of sustainability advisory at Alliance Advisors. Join the conversation about the free report using the hashtag #PVAR2022 on Twitter and LinkedIn.
2022-10-2726 minBeyond the BoardroomWhat did we learn from Diligent's Modern Governance Summit?Kieran Poole is joined by Insightia's Rebecca Sherratt and Josh Black for the hundredth episode of Beyond The Boardroom to discuss the October edition of Insightia Monthly. October's Insightia Monthly features an interview with Bluebell Capital Partners reflecting on the Richemont campaign, and guides you through all of the expertise shared at Diligent's Modern Governance Summit. This episode contains fine Frasier knowledge. For more information about the Summit, visit here.
2022-10-2021 minBeyond the BoardroomWhat make political spending resolutions so special?Kieran Poole and Rebecca Sherratt discuss the September edition of Insightia Monthly. The September issue explores the universal proxy card and political spending shareholder proposals. Plus, we speak with BlackRock about its new decision to give retail investors the right to choose how their shares are voted.
2022-09-2608 minBeyond the BoardroomHave we just seen a lull in ESG activism?Kieran Poole is joined by Lawrence Elbaum of Vinson & Elkins, Sustainable Governance Partners' Jessica Wirth Strine, and Insightia's Rebecca Sherratt to discuss ESG Activism in 2022. Lawrence is co-chair of the shareholder activism practice at Vinson & Elkins and Jessica is the managing partner and CEO of Sustainable Governance Partners. Join the conversation about the free report using the hashtag #InsightiaESG on Twitter and LinkedIn. Remember to look out for our polls every Tuesday on social media and our newsletter. Click here for more information on Diligent's Modern Governance Summit in Texas.
2022-09-2050 minBeyond the BoardroomTop 10 wildest campaigns of 2022Kieran Poole and the team count down the top 10 wildest campaigns of the year so far as featured in August's issue of Insightia Monthly. Who will take top spot? Who will get silver? Who will miss out on a podium place? Listen now and then enjoy a more comprehensive analysis in the magazine. Plus, remember to get your free Half-Year Review 2022 and your ticket to Diligent's Modern Governance Summit in September where our Josh Black will be hosting two sessions, including key findings from our forthcoming ESG Activism report.
2022-08-2224 minBeyond the BoardroomWhat is the universal proxy card?Michael Levin of The Activist Investor Blog joins Kieran Poole to discuss the universal proxy card, lessons he has learned, and his proudest moments. Remember to get your free copy of our Half-Year Review 2022. Want a guest interview or topic discussed? Tell us here. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
2022-08-1019 minBeyond the BoardroomWhy was the S of ESG prominent this season?Kieran Poole is joined by Olshan Frome Wolosky's Ryan Nebel and Elizabeth Gonzalez-Sussman, as well as Insightia's Rebecca Sherratt to discuss The Activist Investing Half-Year Review 2022. Plus, Insightia's Adam Riches tells us about our networking event in New York. Ryan and Elizabeth are members of the firm's activist and equity investment practice focusing on shareholder activism, proxy contests, mergers and acquisitions, and corporate governance. Elizabeth also heads Olshan's ESG activist investing practice. Join the conversation about the report using the hashtag #HYR2022 on Twitter and LinkedIn.
2022-07-2038 minBeyond the BoardroomHow do proxy advisers influence voting?Kieran Poole and Rebecca Sherratt discuss the June edition of Insightia Monthly. The June issue explores the relationship between proxy advisers and investor voting, Legal & General Investment Management's ethnic diversity on boards campaign, the growing trend of directors initiating proxy fights this season, and opposition towards "say on pay" proposals. Follow us on Twitter and LinkedIn. Want a guest interview or topic discussed? Tell us here.
2022-06-2410 minBeyond the BoardroomWhat is trending in Asian activism?Kieran Poole is joined by Cas Sydorowitz of Georgeson and Alicia Ogawa of Columbia Business School as well as Insightia's Rebecca Sherratt to discuss our latest report, Shareholder Activism in Asia 2022. Cas is global head of Georgeson and responsible for its global activism and M&A practice, while Alicia Ogawa is the director of the Project on Japanese Corporate Governance and Stewardship at Columbia Business School’s Center on Japanese Economy and Business. View all of the products offered by Insightia by visiting our website.
2022-06-1540 minBeyond the BoardroomWhat is the reality of a majority vote?Sanford Lewis of the Shareholder Rights Group joins Kieran Poole to discuss emerging trends among proposals, climate disclosure rules, ESG investing, and the reality of majority voting. Want a guest interview or topic discussed? Tell us here. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
2022-06-1320 minBeyond the BoardroomHow will CalSTRS reach net-zero?Aeisha Mastagni of CalSTRS joins Kieran Poole to discuss its role in the Engine No. 1 and Exxon Mobil campaign, the path to net-zero, and her proudest moments. Remember to get your free copy of Insightia's Shareholder Activism in Europe 2022. Want a guest interview or topic discussed? Tell us here. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
2022-05-3018 minBeyond the BoardroomWhy are racial equity audits so popular with investors?Kieran Poole and Rebecca Sherratt discuss the May edition of Insightia Monthly. This new-look magazine spans governance, stewardship, and shareholder engagement information. The May issue explores Pershing Square and Canadian Pacific's iconic proxy contest, a decade on, how racial equity audits have taken the proxy season by storm, and features an interview with Monex Group's Oki Matsumoto about the rise of ESG in Japan. Follow us on Twitter and LinkedIn. Want a guest interview or topic discussed? Tell us here.
2022-05-1610 minBeyond the BoardroomWhat is trending in European activism?Kieran Poole is joined by White & Case's Tom Matthews and Sonica Tolani as well as Insightia's Rebecca Sherratt to discuss our special report, Shareholder Activism in Europe 2022. Tom heads up the law firm's European shareholder activism practice and Sonica is a specialist in public company M&A, ECM, and shareholder activism. View all of the products offered by Insightia by visiting our website.
2022-05-0927 minBeyond the BoardroomHow does Carson Block go about short selling?Carson Block of Muddy Waters Research joins Kieran Poole to discuss how he researches a target company for a short report, the Federal Reserve's increase in interest rates, the Department of Justice's probe into short selling tactics, and lessons he has learned from campaigns that did not go as planned. Plus, why he believes enjoying South Park is integral to his success. Want a guest interview or topic discussed? Tell us here. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
2022-04-2532 minBeyond the BoardroomWhat is the SEC's climate policy all about?Kieran Poole and Rebecca Sherratt discuss the April edition of Insightia Monthly. This new-look magazine spans governance, stewardship, and shareholder engagement information. The April issue explores how the SEC's new climate policy affects Scope 3 emissions, the evolution of activism in South Korea, and ClientEarth's campaign at Shell. Follow us on Twitter and LinkedIn. Want a guest interview or topic discussed? Tell us here.
2022-04-1410 minBeyond the BoardroomWhy is Carl Icahn so successful?Film director Bruce David Klein joins Kieran Poole to tell us all about making the HBO documentary Icahn: The Restless Billionaire. We also hear from Insightia's Head of Sales, Adam Riches, about our new website. Make sure to follow us on Twitter and LinkedIn. Want a guest interview or topic discussed? Tell us here.
2022-03-2824 minBeyond the BoardroomIntroducing... Insightia MonthlyKieran Poole and Rebecca Sherratt discuss our new-look magazine, Insightia Monthly, which spans governance, stewardship, and shareholder engagement information. The opening issue features the 10 key engagements and trends to look out for this coming proxy season. Follow us on Twitter and LinkedIn. Want a guest interview or topic discussed? Tell us here.
2022-03-2107 minBeyond the BoardroomWhy should companies disclose diversity data?Olivia Knight of As You Sow joins Kieran Poole to discuss racial equity audits, EEO-1 surveys, the Racial Justice Scorecard, and her most challenging moments. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn. Want a guest interview or topic discussed? Tell us here.
2022-02-2814 minBeyond the BoardroomHow will activist investing look in 2022?Kieran Poole is joined by Schulte Roth and Zabel's Ele Klein and Marc Weingarten, as well as Insightia's Josh Black to discuss the eagerly anticipated Activist Investing Annual Review 2022. Ele is chair of the firm's M&A and securities group, co-chair of the global shareholder Activism group, and serves as a member of Schulte's executive committee. Marc is also co-chair of its global shareholder activism group and a member of the M&A and securities group and investment management group. Want a guest interview or topic discussed? Tell us here. Don't forget to...
2022-01-2640 minBeyond the BoardroomWhat can we learn from Don't Look Up?Jim McRitchie of CorpGov.net joins Kieran Poole to discuss his 2021 review, the upcoming proxy season, and employee ownership. Plus, Jim tells us why we should all be watching Don't Look Up on Netflix. Want a guest interview or topic discussed? Tell us here. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
2022-01-1727 minBeyond the BoardroomWhy are SPACs now activist targets?Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the November issues of Activist Insight Monthly and Proxy Monthly. Activist Insight Monthly explores the use of SPACs by activists to make acquisitions, as well as them becoming targets for activists - both long and short. Plus, we profile Kimmeridge Energy, explore Blackwell Capital's campaign at Monmouth Real Estate Investment, Viceroy Research shorting German real estate Adler Group, and why, with activist interest in the insurance sector picking up, conglomerate Alleghany appears increasingly vulnerable to activism. Proxy Monthly sees investors debate whether Scope 3 emissions reporting should form pa...
2021-11-1815 minBeyond the BoardroomWhy was this proxy season record-breaking?Kieran Poole is joined by Sidley Austin's Kai Liekefett and Derek Zaba, partners and co-chairs of its shareholder activism practice, as well as Insightia's Rebecca Sherratt to discuss the Proxy Voting Annual Review 2021. Your free report is in association with Sidley Austin and Okapi Partners. View all of the products offered by Insightia by visiting our website.
2021-10-2520 minBeyond the BoardroomWhy is defense the best offense?Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the October issue of Activist Insight Monthly and our upcoming Proxy Voting Annual Review. Activist Insight Monthly explores how high-profile proxy vote losses by Starboard Value, Legion, and Ancora are the latest sign that activists need to step up their game as management teams improve their defensive skills. We also look at how Outerbridge's investment strategy harkens back to a more traditional long-term activist value play, why Australia is only now embracing the ESG investment trend, and the reasons for Axalta Coating's vulnerability to activism. Right now, yo...
2021-10-1814 minBeyond the BoardroomWhat makes a company vulnerable?Kieran Poole explores Activist Insight Vulnerability with Iuri Struta, who oversees the editorial content on the module, and Rob Cribb, the module's product manager. You can read a free vulnerability report on Intel here. They are normally only available to subscribers. Note that, ahead of the release of the Proxy Voting Annual Review next month, you can now download our debut Proxy Voting Season Snapshot 2021 which incorporates recent voting disclosures into an overview of 2021 proxy season trends. It is free for everybody. View all of the products offered by Insightia by visiting our web...
2021-10-0814 minBeyond the BoardroomWhy is M&A activism on the rise?Kieran Poole is joined by Vinson & Elkins' Lawrence Elbaum and Patrick Gadson, as well as Morrow Sodali's Michael Verrechia, to discuss our special report: M&A Activism. Lawrence and Patrick are co-heads of the shareholder activism practice at Vinson & Elkins, whereas, Michael is managing director of the M&A and activism advisory group at Morrow Sodali. We also hear from Insightia's Josh Black to "run" us through the free report. He also tells us about his preparations leading up to the New York City Marathon in aid of Team for Kids. You can support his ef...
2021-10-0442 minBeyond the BoardroomWhy are activists attracted to the UK?Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the September issues of Activist Insight Monthly and Proxy Monthly. Activist Insight Monthly explores how widening valuation discounts have made the U.K. market attractive, AB Value's board fight at Rocky Mountain Chocolate Factory, a profile of Ancora Advisors, BNY Mellon's vulnerability to activism, and Viceroy Research shorting Reconnaissance Energy Africa. Proxy Monthly will explore how European investors are using their newfound voting power to call out companies for providing hefty payouts to CEOs that fail to align with shareholder experiences. Plus, an interview with AllianceBernstein on t...
2021-09-2116 minBeyond the BoardroomThe short shorts episodeKieran Poole is joined by Eleanor O'Donnell who oversees the editorial content on Activist Insight Shorts to discuss the trends in short selling so far this year. Don't forget to get your copy of The Activist Investing Half-Year Review 2021. View all of the products offered by Insightia by visiting our website.
2021-08-0907 minBeyond the BoardroomThe Activist Investing Half-Year Review 2021Kieran Poole is joined by Insightia's Jason Booth and Olshan Frome Wolosky's Andrew Freedman to discuss The Activist Investing Half-Year Review 2021, a bumper edition of Activist Insight Monthly. Andrew is a partner at Olshan and co-chair of its shareholder activism group. In this episode, he focuses on the trends across ESG and M&A in the last six months.View all of the products offered by Insightia by visiting our website.
2021-07-2624 minBeyond the BoardroomBeyond The Boardroom with Third Arrow Strategies' Tracy GopalThird Arrow Strategies' Tracy Gopal joins Kieran Poole to discuss her Japan Board Diversity Network which seeks to accelerate board gender diversity across the country. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
2021-07-0621 minBeyond the BoardroomWe need to talk about ESGKieran Poole is joined by Innisfree M&A Incorporated's Gabrielle Wolf and Craig Pais, as well as Olshan Frome Wolosky's Elizabeth Gonzalez-Sussman, to discuss our special report: ESG Activism. Gabrielle is a director in the proxy solicitation group at Innisfree, whereas Craig is an investor engagement manager. Elizabeth is a member of the corporate/securities law group and activist & equity investment practice at Olshan. We also hear from Insightia's Josh Black to run us through the free report. View all of the products offered by Insightia by visiting our website.
2021-06-2845 minBeyond the BoardroomReal cost of proxy fightsKieran Poole, Jason Booth, and Rebecca Sherratt discuss the June issues of Activist Insight Monthly and Proxy Monthly. Activist Insight Monthly explores the true cost of a proxy fight, Spruce Point Capital Management at DanimerScientific, Blue Orca’s first hedge fund, and Curtiss Wright’s vulnerability. Proxy Monthly explores the success of shareholder proposals at oil and gas companies, as well as the increasing number of no-action requests for shareholder proposals being denied by the U.S. Securities and Exchange Commission. View all of the products offered by Insightia by visiting our website and f...
2021-06-2217 minBeyond the BoardroomActivism in CanadaKieran Poole is joined by Goodmans' Jon Feldman and Kingsdale Advisors' Ian Robertson to discuss our recently released report: Shareholder Activism in Canada 2021. Jon is a partner at Goodmans and head of its business law group, while Ian is president, Canada at Kingsdale Advisors. We also hear from Insightia's Josh Black to run us through the free report which looks at Canada's new players, increasing hostile M&A, and short selling regulations. Plus, it includes our top three most vulnerable Canada-based companies and how activism beyond basic material and energy will fare.
2021-06-0131 minBeyond the BoardroomBeyond The Boardroom with Quintessential's Gabriel GregoQuintessential Capital Management's Gabriel Grego joins Kieran Poole to discuss this year's financial crazes so far, short seller concerns about regulatory intervention, and his proudest achievement. Plus, we learn how his experience as an Israeli Defence Force paratrooper has helped in short selling. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
2021-05-3117 minBeyond the BoardroomComp and circumstanceKieran Poole, Jason Booth, and Rebecca Sherratt discuss the May issues of Activist Insight Monthly and Proxy Monthly. Activist Insight Monthly explores the impact of activist spinoffs, Hindenburg's short report on Ebang International Holdings, Biogen's vulnerability, Stilwell Value at Peoples Financial, and profiles Gatemore Capital. Proxy Monthly features an interview with Putnam Investments, as well as an article exploring the varying investor attitudes towards the Children’s Investment Fund's "say on climate" campaign. You can read our mentioned The Trend article for free here. Clients can log in to read Rebecca's in-depth. ...
2021-05-1820 minBeyond the BoardroomIntroducing Rebecca of Proxy InsightKieran Poole introduces you to Insightia’s corporate governance editor, Rebecca Sherratt. Rebecca joined us shortly after the merger of Activist Insight and Proxy Insight formed our parent company, Insightia. She now manages Proxy Insight's editorial output, including the daily news on Proxy Insight Online and as editor of Proxy Monthly, our free magazine. Rebecca will appear on your monthly magazine episodes in a new feature called Proxy Corner. You can contact her by emailing rsherratt@insightia.com. View all of the products offered by Insightia by visiting our website.
2021-05-0411 minBeyond the BoardroomActivism in EuropeKieran Poole is joined by White & Case's Tom Matthews and FTI Consulting's Edward Bridges to discuss our recently released report: Shareholder Activism in Europe 2021. Tom is a partner at White & Case and heads its global shareholder activism practice, while Edward is a senior managing director at FTI Consulting and heads its U.K. activism practice. We also hear from Insightia's Josh Black to run us through the free report which looks at the trends in activism across the continent and dives deep into developments in France, Germany, and the U.K. Plus, it co...
2021-04-2748 minBeyond the BoardroomGarbage SPACsKieran Poole and Jason Booth discuss the April issue of Activist Insight Monthly which explores activism in the consumer sector, how personnel moves among top advisors show the industry hasn’t lost its luster, why European company boards should be worried about homegrown agitators, and how an activist quartet is advertising a well-thumbed playbook for big changes at department store Kohl’s.Elsewhere in the magazine, we look at Warrior Met Coal’s vulnerability to activist demands and why Muddy Waters Research going after XL Fleet with accusations of inflated projections and a false narrative is yet anothe...
2021-04-1913 minBeyond the BoardroomBeyond The Boardroom with D.F. King's David Chase LopesD.F. King's David Chase Lopes joins Kieran Poole to discuss his involvement in activist investing in Europe, shark attacks, and ESG in France. As a bonus, you can find an interview with Kieran in the latest Activist Insight Monthly at the back. For ease, you can read it here. View all of the products offered by Insightia by visiting our website.
2021-03-2221 minBeyond the BoardroomDavid v Goliath in the oil patchKieran Poole and Jason Booth discuss the March issue of Activist Insight Monthly which explores the risk factors facing activists this year, Engine No. 1’s campaign at Exxon, and why Cisco could be the next tech giant to face activist demands. We also hear from Peter Halesworth of Heng Ren Partners about his new book. As a bonus, you will also find an interview with Kieran in the magazine at the back. For ease, you can read it here. View all of the products offered by Insightia by visiting our website.
2021-03-1521 minBeyond the BoardroomBeyond The Boardroom with Stradley's George Michael Gerstein & Sara CrovitzStradley Ronon Stevens and Young's George Michael Gerstein and Sara Crovitz join Kieran Poole to discuss the Department of Labor's "financial factor" and "proxy voting" rules, compliance, and the Securities and Exchange Commission's proposals regarding ESG issues. They also look ahead to the new Biden administration. This episode was recorded on January 11, 2021.View all of the products offered by Insightia by visiting our website.
2021-02-2234 minBeyond the BoardroomTop 10 activists of 2020Kieran Poole and the team count down the top 10 activists of 2020. It features in our Activist Investing Annual Review which you can get for free on our website. We also hear from Eleanor O'Donnell, who looks after our activist shorts reporting. She runs us through the top five short sellers of 2020. The annual review is the definitive review of shareholder activism from the past year, and provides analysis of key trends and patterns that have emerged. The report features key thought-pieces from industry experts and our editorial team. View all of the products offered by In...
2021-02-1018 minBeyond the BoardroomThe Activist Investing Annual Review 2021Kieran Poole and Josh Black discuss our eagerly anticipated Activist Investing Annual Review in association with Schulte Roth & Zabel. The annual review is the definitive review of shareholder activism from the past year, and provides analysis of key trends and patterns that have emerged. The report features key thought-pieces from industry experts and our editorial team. We also hear from Iuri Struta who looks after Activist Insight Vulnerability. Look out for the next episode which will count down our list of the top 10 activists of 2020. View all of the products offered by Insightia by visiting ou...
2021-02-0317 minBeyond the BoardroomBeyond The Boardroom with Artisan Partners' David SamraArtisan Partners' David Samra joins Kieran Poole to discuss his investment approach, the best markets for activism, and Japan's corporate governance evolution. Samra is a managing director and founding partner of the Artisan Partners International Value Team. He is also lead portfolio manager and was co-portfolio manager for the Global Value Fund from its inception in 2007 to 2018. Under his leadership, it was nominated six times for Morningstar, Inc.’s International-Stock Fund Manager of the Year award in the U.S. and won it in 2008 and 2013. It was also named EAFE Equity Investment Manager of the Year in 2015 and 2016 by In...
2021-01-1131 minBeyond the BoardroomThe Adviser Awards 2020Kieran Poole and Jason Booth discuss the December issue of Activist Insight Monthly which profiles the most prolific law and proxy solicitation firms this year for The Activist Insight Adviser Awards 2020. They also delve into how activists can no longer sit back and watch how the drama unfolds when it comes to media companies, and how Democrats winning The White House likely means a boost for ESG investing. View all of the products offered by Insightia by visiting our website.
2020-12-2111 minBeyond the BoardroomBest of 2020We look back at this year's Beyond The Boardroom interviews with industry experts. To listen to the full interviews, simply scroll through our index of episodes. View all of the products offered by Insightia by visiting our website.
2020-12-1430 minBeyond the BoardroomProxy Fights & Activism in JapanKieran Poole and Josh Black discuss our two latest special reports: Proxy Fights 2020 sponsored by Morrow Sodali, Reevemark, and Vinson & Elkins, and Shareholder Activism Insight 2020, in partnership with Schulte Roth & Zabel and Okapi Partners. Plus, Jason Booth discusses the November issue of Activist Insight Monthly which looks at activism in Japan, Effissimo Capital, Senator Investment Group’s campaign at CoreLogic, Viceroy Research on Grenke, and how the Securities and Exchange Commission’s proposal to raise the 13F disclosures threshold to $3.5 billion has unleashed a deluge of complaints. View all of the products offered by Ins...
2020-11-3018 minBeyond the BoardroomShort selling in 2020Kieran Poole, Jason Booth, and Iuri Struta discuss the October issue of Activist Insight Monthly which includes short selling this year, how the Securities and Exchange Commission’s withdrawal of the Boulder Letter impacts activism at closed-end funds, and Blink Charging’s success despite accusations of stock promotion by two short sellers. Visit the Insightia website here.
2020-10-1218 minBeyond the BoardroomFundraising during a pandemicKieran Poole, Jason Booth, and John Reetun discuss the September issue of Activist Insight Monthly which includes a look at how fundraising has changed during the COVID-19 pandemic in an era of social distancing and economic uncertainty. View all of our products available by visiting our website.
2020-09-2113 minBeyond the BoardroomTop 10 wildest campaigns of 2020Kieran Poole and the team count down the top 10 wildest campaigns of the year so far which feature in August's issue of Activist Insight Monthly. Plus, Jason Booth tells us about his interview with Jeff Ubben. View all of our products available by visiting our website.
2020-08-1023 minBeyond the BoardroomBeyond The Boardroom with PEAK6's Rachel SaundersPEAK6's Rachel Saunders joins Kieran Poole to discuss her campaign calling on digital media company Leaf Group to boost transparency around its recently concluded strategic review, and expose potential conflicts of interest. View all of our products available by visiting our website.
2020-08-0313 minBeyond the BoardroomThe Activist Investing Half-Year Review 2020Kieran Poole and Josh Black discuss the release of our eagerly anticipated Half-Year Review. View all of our products available by visiting our website.
2020-07-2013 minBeyond the BoardroomBeyond The Boardroom with Greenbrook Communications' Andrew Honnor & Gatemore Capital's Liad MeidarGreenbrook Communications' Andrew Honnor and Gatemore Capital's Liad Meidar join Kieran Poole to discuss activism in the U.K. View all of our products available by visiting our website.
2020-06-2923 minBeyond the BoardroomActivism in FranceKieran Poole and Iuri Struta discuss the June issue of Activist Insight Monthly which includes a look at activism in France. View all of our products available by visiting our website.
2020-06-1515 minBeyond the BoardroomBeyond The Boardroom with Cove Street Capital's Ben ClaremonCove Street Capital's Ben Claremon joins Kieran Poole to discuss his investment philosophy, how he feels about the moniker "suggestivist", and how a stock market panic affects value investors. View all of our products available by visiting our website.
2020-06-0123 minBeyond the BoardroomActivism in JapanKieran Poole and the team look at activism in Japan which is the subject of our new special report. View all of our products available by visiting our website.
2020-05-1811 minBeyond the BoardroomCOVID-19 continuing impactKieran Poole and Jason Booth discuss the June issue of Activist Insight Monthly which includes how activists are viewing the COVID-19 pandemic, and whether they are holding back from launching campaigns. View all of our products available by visiting our website.
2020-05-1113 minBeyond the BoardroomThe Adviser Awards 2019Elana Duré discusses the December issue of Activist Insight Monthly which profiles the most prolific law firms and proxy solicitors in activist investing for The Activist Insight Adviser Awards 2019. View all of the products offered by Insightia by visiting our website.
2019-12-1818 minBeyond the BoardroomBeyond The Boardroom with Driver Management's Abbott CooperDriver Management Company's Abbott Cooper joins Elana Duré to discuss the banking sector specialist's recent activist campaigns at DNB Financial and First United, as well as the banking sector as a whole, and the opportunities and difficulties activists are presented with within the space. View all of the products offered by Insightia by visiting our website.
2019-11-2715 minBeyond the BoardroomStarboard versus Darden: Five years onElana Duré and Josh Black discuss the November issue of Activist Insight Monthly which looks back at the Starboard Value versus Darden Restaurants proxy contest, and what impact it has had on shareholder activism in the five years since the battle, as covered. Also included are Elliott Management and AT&T's settlement as well as Bonitas Research's short bet at Rural Funds. View all of the products offered by Insightia by visiting our website.
2019-11-1415 minBeyond the BoardroomBeyond The Boardroom with MacKenzie's David Whissel & Paul SchulmanMacKenzie Partners' David Whissel and Paul Schulman join Elana Duré to discuss why M&A activism is more popular than ever, and what challenges this rise in popularity poses to companies. View all of the products offered by Insightia by visiting our website.
2019-10-3012 minBeyond the BoardroomActivism in the tech sectorElana Duré and Josh Black discuss the October issue of Activist Insight Monthly, in association with Sidley Austin, which includes the trends to have emerged in the technology sector, Third Point's ongoing campaign at Sony, and Muddy Waters' short bet at Burford. View all of the products offered by Insightia by visiting our website.
2019-10-1718 minBeyond the BoardroomBeyond The Boardroom with Sandon's Gabriel RadzyminskiSandon Capital's Gabriel Radzyminski joins Elana Duré to discuss what makes Australia an attractive prospect for activist investors, what challenges they face, and why he decided to become an activist in the first place. View all of the products offered by Insightia by visiting our website.
2019-09-3020 minBeyond the BoardroomTrends in short sellingElana Duré and Josh Black discuss the September issue of Activist Insight Monthly which includes the trends to have emerged in the short selling space, Carl Icahn's board revamp bid at Occidental Petroleum, and the secret behind Land & Buildings' success. View all of the products offered by Insightia by visiting our website.
2019-09-1917 minBeyond the BoardroomBeyond The Boardroom with Thompson Hine's Derek BorkThompson Hine's Derek Bork joins Elana Duré to discuss shareholder activism trends in the small-cap sector, and identify what makes companies within this space more vulnerable to activists' advances. View all of the products offered by Insightia by visiting our website.
2019-08-2809 minBeyond the BoardroomTop 10 wildest campaigns of 2019Elana Duré and the team discuss the top 10 wildest campaigns of the 2019 proxy season, as covered in the August issue of Activist Insight Monthly. Also discussed are Vintage Capital Management's campaign at Red Robin Gourmet Burgers, why Axon Enterprise is a "stunning short," and comments from Strategic Capital on activism in Japan. View all of the products offered by Insightia by visiting our website.
2019-08-1417 minBeyond the BoardroomBeyond The Boardroom with Oasis Management's Seth FischerOasis Management's Seth Fischer joins Elana Duré to discuss shareholder activism in Japan, following the investor's recent investments in Katakura Industries, Alpine Electronics, and Japan Display. View all of the products offered by Insightia by visiting our website.
2019-07-3013 minBeyond the BoardroomThe Activist Investing Half-Year Review 2019Elana Duré discusses our Half-Year Review which includes the trends to have emerged from shareholder activism so far this year, Toby and Derek Rice's campaign at EQT, how Europe's regulatory framework inhibits short sellers, and comments from Coast Capital's James Rasteh. View all of the products offered by Insightia by visiting our website.
2019-07-1717 minBeyond the BoardroomBeyond The Boardroom with Davies' Patricia OlaskerDavies' Patricia Olasker joins Elana Duré to discuss long and short activism in the Cannabis and Mining sectors in Canada. View all of the products offered by Insightia by visiting our website.
2019-06-2411 minBeyond the BoardroomDigital media in activist campaignsElana Duré discusses the June issue of Activist Insight Monthly which includes how digital media is influencing activists in their proxy fights, Bed Bath & Beyond's recent settlement with a trio of investors, and how German regulators react to short sellers. View all of the products offered by Insightia by visiting our website.
2019-06-1317 minBeyond the BoardroomBeyond The Boardroom with Moelis' Craig WadlerMoelis & Company's Craig Wadler joins Elana Duré to discuss M&A activism and how issuers should react when investors place a proposed deal under pressure. View all of the products offered by Insightia by visiting our website.
2019-05-2313 minBeyond the BoardroomReturn of activist investorsElana Duré discusses the May issue of Activist Insight Monthly which includes investors waging repeated campaigns against the same targets, Voce Capital Management's campaign at Argo Group International, a look into why Emerson Analytics is one of Asia's most feared short sellers, and an overview of Cevian Capital. View all of the products offered by Insightia by visiting our website.
2019-05-1315 minBeyond the BoardroomBeyond The Boardroom with Kingsdale Advisors' Michael FeinKingsdale Advisors' Michael Fein joins Elana Duré to discuss the varied tactics companies can use to garner support at contested votes. View all of the products offered by Insightia by visiting our website.
2019-04-2512 minBeyond the BoardroomActivism in South KoreaElana Duré discusses the April issue of Activist Insight Monthly which includes the growth of shareholder activism in South Korea, and long and short campaigns at Barclays and Natus Medical respectively. View all of the products offered by Insightia by visiting our website.
2019-04-1517 minBeyond the BoardroomViews from The Shareholder Activism SummitElana Duré speaks with attendees of Skytop Conference's Shareholder Activism Summit, held in New York in January to discuss some of the hottest topics in shareholder activism. We hear from attorneys, bankers, proxy solicitors and PR consultants on topics including the globalization of activism, shareholder engagement with boards of directors, and diversity. View all of the products offered by Insightia by visiting our website.
2019-03-2215 minBeyond the BoardroomPersonnel moves in the activism advisory spaceElana Duré and Josh Black discuss the March issue of Activist Insight Monthly which includes the transition process, new responsibilities, and plans for the future for those finding themselves at new shareholder activism advisory firms. We also look at ValueAct Capital Partners' latest activity since Mason Morfit took the helm, and an analysis of long and short activist campaigns respectively at Pacific Gas & Electricity and Qualcomm. View all of the products offered by Insightia by visiting our website.
2019-03-0814 minBeyond the BoardroomBeyond The Boardroom with Olshan's Andy FreedmanOlshan Frome Wolosky's Andy Freedman joins Elana Duré to discuss some of the legal controversies surrounding shareholder activism, including nomination deadlines, withhold campaigns, and universal proxies. View all of the products offered by Insightia by visiting our website.
2019-02-2520 minBeyond the BoardroomThe Activist Investing Annual Review 2019Elana Duré discusses the key talking points from our Activist Investing Annual Review including trends from last year, what to expect from this year, the top activists and activist short sellers, as well as what some of the key players in the space had to say about developments in shareholder activism. View all of the products offered by Insightia by visiting our website.
2019-02-0820 minBeyond the BoardroomBeyond The Boardroom with Teneo's Patricia LenkovTeneo's Patricia Lenkov joins Elana Duré to discuss why board diversity is important and how the activist community can help promote it. View all of the products offered by Insightia by visiting our website.
2019-01-2316 minBeyond the BoardroomBeyond The Boardroom with Spruce Point's Ben AxlerSpruce Point Capital Management's Ben Axler joins Elana Duré to discuss his views on activist short selling. View all of the products offered by Insightia by visiting our website.
2019-01-0415 minBeyond the BoardroomThe Adviser Awards 2018Elana Duré discusses the December issue of Activist Insight Monthly which profiles the most prolific law firms and proxy solicitors in activist investing for The Activist Insight Adviser Awards 2018. View all of the products offered by Insightia by visiting our website.
2018-12-1313 minBeyond the BoardroomBeyond The Boardroom with Sloane & Co's Dan ZaccheiSloane & Co's Dan Zacchei joins Elana Duré to discuss his views on shareholder activism. View all of the products offered by Insightia by visiting our website.
2018-11-2714 minBeyond the BoardroomESG's influence on shareholder activismElana Duré looks at ESG issues and their influence on shareholder activism. We also cover Third Point's campaign at Campbell Soup and Quintessential Capital's short bet against Greek jewelry maker Folli Follie, and hear from Cation Capital's Sandy Edmonstone. View all of the products offered by Insightia by visiting our website.
2018-11-0914 minBeyond the BoardroomBeyond The Boardroom with FTI Consulting's Jay FranklFTI Consulting's Jay Frankl joins Elana Duré to discuss his views on shareholder activism. View all of the products offered by Insightia by visiting our website.
2018-10-2615 minBeyond the BoardroomActivism in the healthcare sectorElana Duré looks at activism in the healthcare sector and hears from Judah Value Activist Fund's Roland Thng. View all of the products offered by Insightia by visiting our website.
2018-10-0915 min
Beyond the BoardroomActivism in CanadaWelcome to the podcast. Elana Duré looks at shareholder activism in Canada and hears from Sandpiper Asset Management's Samir Manji. View all of the products offered by Insightia by visiting our website.
2018-09-1814 min