Beyond The Boardroom: Recent Episodes
Insightia
Taking you through the top shareholder activism and voting stories from Insightia's suite of products, as well as interviews with industry experts.
Beyond the Boardroom is coming to an end and this is the last episode. Diligent will still be running The Corporate Director Podcast where you can still expect to hear the familiar voices from Diligent Market Intelligence sharing key findings from our special reports and research.
All episodes will remain on your feed wherever you get your podcasts.
Kieran Poole and the team count down the top five wildest campaigns of the year so far as featured in ourProxy Season Review 2023. 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 report.
As a special bonus episode, Kieran Poole is joined by Steve Balet of Strategic Governance Advisors and Diligent Marketing Insight's Jason Booth to look back at one of the most significant activist campaigns this century... Carl Icahn at Apple.
Hear how Icahn began the trend of using Twitter as an activist tool, whether his tactics have changed since, and even why he turned his hand at stand-up comedy.
Kieran Poole is joined by Olshan Frome Wolosky's Ryan Nebel and Elizabeth Gonzalez-Sussman, as well as Diligent Market Insight's Rebecca Sherratt to discuss our Proxy Season Review 2023.
Ryan and Elizabeth are vice-chairs of the law firm's shareholder activism group.
Among the top findings:
Activists refocus on financials: The number of capital structure, return cash to shareholder, and operational demands increased by 39.3%, 25.9%, and 17.4% globally, compared to a year prior, with activists keen to maximize investor returns amid depressed markets.
ESG suffers a crisis of confidence: Amid increasingly vocal anti-ESG sentiment, support for ESG proposals has been decidedly mixed. Globally, nine (2.4%) E&S shareholder proposals won majority support, compared to 36 (10.1%) in the first half of 2022.
Directors are subject to increased scrutiny: In the first half of 2023, shareholder support for global director elections has declined to 95.6%, compared to 96.4% and 96.1% throughout 2021 and 2022, respectively.
Look out for our countdown of the wildest campaigns which will appear in your podcast feed soon.
Simon Rawson of ShareAction joins Kieran Poole to discuss why the firm is urging major European banks to end the direct financing of new oil and gas fields by the end of 2023, being the first group to file a Living Wage resolution, and his time serving as a British diplomat. Plus, he tells us why we should all be watching Schitt's Creek.
Jonathan Litt of Land & Buildings joins Kieran Poole to discuss the impact on real estate investing from the return to office trend, U.S. banks and their commercial real estate loans, and being the first activist to go all the way to a vote under the new universal proxy rules. Plus, he tells us why aboard a plane is the best place to watch a film.
Make sure to get your free copy of our latest report, ESG 2023.
Kieran Poole is joined by Insightia's Rebecca Sherratt, Antoinette Giblin, and Will Arnott 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.
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/defense sectors, respectively, in the first five months of 2023.
Pressure mounts on issuers to enhance ESG disclosure: Although average support for E&S shareholder proposals appeared to fall over the last two years, the number that passed remains elevated and more ESG requests are being withdrawn for agreements. 26 E&S proposals won majority support at S&P 500 companies in 2022, compared to 17 and 30 in 2020 and 2021, respectively.
ESG activism out of favor with hedge funds: Rising inflation has placed ESG activism on the backburner for traditional activist hedge funds. 27 activist campaigns launched by primary- or partial-focus activists have featured environmental and/or social demands in the first five months of 2023, compared to 43 in the same period a year prior.
Join the conversation about the report using the hashtag #InsightiaESG on Twitter and LinkedIn.
Mathew Saur of the law firm Woolery & Co joins Kieran Poole to discuss how rising interest rates and market volatility could lead to M&A and capital allocation activism seeing a significant shake-up in 2023.
Make sure to get your free copy of our latest report, Corporate Governance in Europe 2023.
Kieran 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 areHindenburg 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.
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-of-living crisis drives investor revolts: FTSE 350 executive pay hit record highs in 2022, with total CEO realized pay averaging 3.03 million pounds ($3.76m), compared to 2.1 million and 2.6 million pounds in 2020 and 2021, respectively.
Activists push for sales amid depressed stock valuations: Activist intentions have shifted from blocking deals to demanding the sale of long undervalued companies, at a time when interest rates and inflation are limiting other growth options. Fifteen companies faced demands for a sale and/or acquisition of a third-party last year, an increase from 13 in 2021, while the number of companies facing opposition to M&A transactions fell to 15 in 2022, from 29 in 2021.
Join the conversation about the report using the hashtag #InsightiaEurope23 on Twitter and LinkedIn.
Kieran 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 areCarl 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.
Edgar Hernandez of The Service Employees International Union (SEIU) joins Kieran Poole to discuss taking on the likes of Coca-Cola, Netflix, and Amazon.
Edgar is assistant director of its department of strategic initiatives and has been at the firm since 2007.
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.
Kieran 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.
Make sure to get your free copy of Corporate Governance in Asia 2023.
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.
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.
Kieran 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.
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.
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.
Paul Rissman of Rights CoLab joins Kieran Poole to discuss if the anti-ESG movement could significantly hinder investors in going green or whether it is simply a temporary bump in the road. He also tells us all about his previous life as an archaeologist digging up 4,000-year-old towns in Oman.
Remember to follow us on Twitter and LinkedIn.
Welcome to a look back at this year's interviews with industry experts. It has been a packed year so join Kieran Poole as we journey through the class of 2022.
Hear from CorpGov's Jim McRitchie, Schulte Roth and Zabel's Ele Klein and Marc Weingarten, As You Sow's Olivia Knight, film director Bruce David Klein, Muddy Waters Research's Carson Block, White & Case's Tom Matthews and Sonica Tolani, The California State Teachers' Retirement System's Aeisha Mastagni, Shareholder Rights Group's Sanford Lewis, Georgeson's Cas Sydorowitz and Alicia Ogawa, Olshan Frome Wolosky's Ryan Nebel and Elizabeth Gonzalez-Sussman, The Activist Investor's Michael Levin, Vinson & Elkins' Lawrence Elbaum, Sustainable Governance Partners' Jessica Strine, William Blair's Christina Bresani, and Alliance Advisors' Emmanuelle Palikuca, FT's Dan McCrum, and Willis Tower Watson's Heather Marshall and Kenneth Kuk.
Want to hear a guest on the show? We have put together a quick survey for you to tell us how we can improve our offering.
Kieran Poole and Rebecca Sherratt discuss the December edition of Insightia Monthlyas 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.
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.
Dan McCrum of the FT joins host Kieran Poole to discuss his book Money Men which tells the extraordinary tale of the Wirecard scandal in 2020.
Discover why there were fears of spies, phone hacking, and even the nerve gas Novichok. McCrum also explores whether a similar fraud will happen again in the near future.
This episode contains fine Postman Pat knowledge.
Remember to follow us on Twitter and LinkedIn.
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.
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.
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.
Christina Bresani of William Blair joins Kieran Poole to discuss how publicly-traded companies can prepare themselves when faced with activist investor action and how to establish appropriate proactive protocols.
Remember to get your free copy of our latest report, ESG Activism in 2022, and follow us on Twitter and LinkedIn.
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.
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.
Kieran 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 2022and 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.
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 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.
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.
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.
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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.
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.
Aeisha Mastagni of CalSTRS joins Kieran Poole to discuss its role in the Engine No. 1 and ExxonMobil 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.
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.
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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.
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.
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.
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.
Kieran 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.
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.
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 follow us on Twitter and LinkedIn and subscribe to our newsletters.
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.
Welcome to a look back at this year's interviews with guests from our Beyond The Boardroom and special report episodes. It has been a packed year so join Kieran Poole as we journey through the class of 2021.
Hear from Artisan Partners’ David Samra, George Michael Gerstein and Sara Crovitz of Stradley Ronon Stevens & Young, D.F. King’s David Chase Lopes, Gabriel Grego of Quintessential Capital Management, Tracy Gopal of Third Arrow Strategies, White & Case’s Tom Matthews, FTI Consulting’s Edward Bridges, Goodmans’ Jon Feldman, Ian Robertson of Kingsdale Advisors, Gabrielle Wolf and Craig Pais of Innisfree M&A, Olshan Frome Wolosky’s Elizabeth Gonzalez-Sussman and Andrew Freedman, Patrick Gadson and Lawrence Elbaum of Vinson & Elkins, Michael Verrechia of Morrow Sodali, and Kai Liekefett and Derek Zaba of Sidley Austin.
We also want to know what you have to say. Maybe a topic you want to be discussed? Or a guest you want to hear interviewed? It could even be you coming on. Just click here to complete the short survey.
Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the December issues of Activist Insight MonthlyandProxy Monthly.
Activist Insight Monthly profiles the most prolific law and proxy solicitation firms this year before revealing the winners of our 2021 Adviser Awards.
Proxy Monthlylooks back at the biggest stories in corporate governance from the past year, Vanguard shares its thoughts on the SEC's upcoming climate policies, and we look at how diversity continues to dominate board room discussions.
Do you have a topic you want to be discussed on the podcast? Or a guest you want to hear interviewed? Simply complete this short survey with your thoughts.
This is the second installment of Command Financial's Corporate Compliance Roundtable hosted by Kieran Poole. Every year since 2015, we have gathered industry experts at The Yale Club in New York but, due to the COVID-19 pandemic, we are bringing it to you in the comfort of your own home.
Part one featured a panel of inside counsel but this episode features the outside counsel of Kai Liekefett, David Ni, Sabastian Niles, and Elina Tetelbaum.
Kai is a partner at Sidley Austin and co-chairs its shareholder activism practice and his colleague David specializes in SPACs. Elina and Sabastian are partners in the corporate department of Wachtell, Lipton, Rosen & Katz.
We are back with Command Financial's Corporate Compliance Roundtable. Every year since 2015, we have gathered industry experts at The Yale Club in New York but, due to the COVID-19 pandemic, we are bringing it to you in the comfort of your own home.
Kieran Poole is joined by a panel of inside counsel featuring Judy Tomkins, Jeff Neuman, Richard Gluckselig, and Raj Dave.
Judy is senior associate general counsel at Compass. Jeff is senior vice president, general counsel, and corporate secretary at Tronox. Richard is assistant general counsel and assistant corporate secretary at Regeneron Pharmaceuticals. Raj is vice president, chief securities counsel, and assistant corporate secretary at Newell Brands.
This is the first of two episodes. The second will be out soon with different subjects debated by a panel of outside counsel.
Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the November issues of Activist Insight MonthlyandProxy 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 part of mandatory climate-related disclosure, and we hear from Invesco about the growing pressure on boards to feature sufficient diversity.
Remember to get your free copy of the Proxy Voting Annual Review 2021which provides a definitive summary of trends in institutional investor stewardship.
View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
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.
Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the October issue of Activist Insight Monthlyandour 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, you can 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 website and follow us on Twitter and LinkedIn.
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 website and follow us on Twitter and LinkedIn.
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 efforts here.
View all of the products offered by Insightia by visiting our website.
Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the September issues of Activist Insight MonthlyandProxy 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 their record-breaking 2021 proxy season.
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 website and follow us on Twitter and LinkedIn.
Kieran Poole and the team count down the top 10 wildest campaigns of the year so far as featured in August's issue of Activist Insight Monthly. Plus, we hear about the next Proxy Monthly. Don't forget to get your copy of The Activist Investing Half-Year Review 2021. View all of our products available by visiting our website.
Kieran Poole is joined by Eleanor O'Donnell who oversees the editorial content onActivist 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.
Kieran 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 ofActivist 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.
Third 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.
Kieran 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.
Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the June issues of Activist Insight MonthlyandProxy Monthly.
Activist Insight Monthlyexplores 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 follow us on Twitter and LinkedIn.
Kieran 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.
View all of the products offered by Insightia by visiting our website.
Quintessential 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.
Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the May issues of Activist Insight MonthlyandProxy 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.
View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
Kieran 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.
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Kieran 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 covers the thriving landscape of ESG and short selling at Europe-based companies.
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Kieran Poole and Jason Booth discuss the April issue of Activist Insight Monthlywhichexplores 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 another hit against SPACs.
As a bonus in last month's magazine, there was also an interview with Kieran all about the podcast. For ease, you can read it here.
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D.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.
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Kieran Poole and Jason Booth discuss the March issue of Activist Insight Monthlywhichexplores 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.
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Stradley 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.
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Kieran Poole and the team count down the top 10 activists of 2020. It features in our Activist Investing Annual Reviewwhich 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.
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Kieran Poole and Josh Black discuss our eagerly anticipated Activist Investing Annual Reviewin 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.
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Artisan 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 Institutional Investor.
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Kieran Poole and Jason Booth discuss theDecember issue of Activist Insight Monthlywhich 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.
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We 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.
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Kieran Poole and Josh Black discuss our two latest special reports: Proxy Fights 2020sponsored by Morrow Sodali, Reevemark, and Vinson & Elkins, and Shareholder Activism Insight 2020, inpartnership with Schulte Roth & Zabel and Okapi Partners.
Plus, Jason Booth discusses the November issue of Activist Insight Monthlywhich 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.
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This is the second installment of Command Financial's Corporate Compliance Roundtable. Host Kieran Poole is joined by a panel of external counsel featuring Marc Trevino, Melissa Sawyer, Elina Tetelbaum, Sabastian Niles, and Bob Marese. Plus, we hear from Command Financial's Tony Lind.
Marc is co-head of the corporate governance practice and managing partner of the executive compensation group at Sullivan & Cromwell. Melissa is a partner in the mergers and acquisitions group and co-head of the corporate governance and activism practice at Sullivan & Cromwell. Elina and Sabastian are partners in the corporate department of Wachtell, Lipton, Rosen & Katz. Bob is president of Mackenzie Partners.
Thanks to Command Financial for supporting this podcast.
Command Financial is an industry leader in Corporate Compliance and Shareholder Communications including SEC filings, printing, and distribution.
Every year since 2015, Command Financial has gathered industry experts at The Yale Club in New York for its Corporate Compliance Roundtable. However, due to the Covid-19 pandemic, we are bringing this year’s event to you in the comfort of your own home.
Host Kieran Poole is joined by a panel of inside counsel featuring Elena Radine, Jamie Greenberg, Richard Gluckselig, and Raj Dave. Plus, we hear from Command Financial's Tony Lind.
Elena is director and managing counsel at BNY Mellon. Jamie is vice president and senior counsel in the corporate governance group at Goldman Sachs. Richard is assistant general counsel and assistant secretary at Regeneron Pharmaceuticals. Raj is vice president, chief securities counsel, and assistant corporate secretary at Newell Brands.
This is the first of two episodes. The second will be out soon with a brand new panel of external counsel. Thanks to Command Financial for supporting this podcast.
Kieran Poole, Jason Booth, and Iuri Struta discuss the October issue of Activist Insight Monthlywhich 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.
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Kieran Poole, Jason Booth, and John Reetun discuss the September issue of Activist Insight Monthlywhich includes a look at how fundraising has changed during the COVID-19 pandemic in an era of social distancing and economic uncertainty.
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Kieran 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.
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PEAK6'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.
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Kieran Poole and Josh Black discuss the release of our eagerly anticipated Half-Year Review.View all of our products available by visiting our website.
Greenbrook Communications' Andrew Honnor and Gatemore Capital's Liad Meidar join Kieran Poole to discuss activism in the U.K.
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Kieran Poole and Iuri Struta discuss the June issue of Activist Insight Monthlywhich includes a look at activism in France.
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Cove 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.
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Kieran Poole and the team look at activism in Japan which is the subject of our new special report.
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Kieran Poole and Jason Booth discuss the June issue of Activist Insight Monthlywhich includes how activists are viewing the COVID-19 pandemic, and whether they are holding back from launching campaigns.
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Kieran Poole and Jason Booth discuss the April issue of Activist Insight Monthlywhich includes campaigns at Japan’s Sekisui House, what is next for London-based activist Bluebell Partners and the dispute over the valuation of China’s Luckin Coffee. Plus, we hear from Kimmeridge's Ben Dell.
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Kieran Poole and Josh Black discuss the many impacts of COVID-19 on shareholder activism.
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Prosek Partners' Josh Clarkson and Brian Schaffer join Kieran Poole to discuss non-traditional activists and the effect of recent market volatility.
This episode was recorded on March 11, 2020.
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Kieran Poole and Iuri Struta discuss the March issue of Activist Insight Monthlywhich includes the arm wrestle between Xerox and HP, whether Hindenburg Investments was right about Opera’s short-term loans business, and the impact of a new fund on Dalton Investments.
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The Council of Institutional Investors' Ken Bertsch joins Kieran Poole to discuss the value of small shareholders being able to file proposals.
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Kieran Poole and Josh Black discuss our Activist Investing Annual Reviewwhich is the most comprehensive free statistical and editorial analysis of shareholder activism.We also hear from Schulte Roth & Zabel's Ele Klein and Aneliya Crawford.
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Sandpiper Group's Alyssa Barry joins Kieran Poole to discuss its process for retaining independent board nominees.
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Legion Partners Asset Management's Chris Kiper joins Kieran Poole to discuss why board representation at its target firms is a common strategy and what inspired him to become an activist investor.
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Elana Duré discusses the December issue of Activist Insight Monthlywhich 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.
Driver 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.
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Elana Duré and Josh Black discuss the November issue of Activist Insight Monthlywhichlooks 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.
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MacKenzie 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.
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Elana 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.
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Sandon 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.
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Elana Duré and Josh Black discuss the September issue of Activist Insight Monthlywhich 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.
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Thompson 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.
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Elana 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.
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Oasis 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.
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Elana 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.
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Davies' Patricia Olasker joins Elana Duré to discuss long and short activism in the Cannabis and Mining sectors in Canada.
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Elana Duré discusses the June issue of Activist Insight Monthlywhich 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.
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Moelis & 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.
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Elana Duré discusses the May issue of Activist Insight Monthlywhich 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.
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Kingsdale Advisors' Michael Fein joins Elana Duré to discuss the varied tactics companies can use to garner support at contested votes.
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Elana Duré discusses the April issue of Activist Insight Monthlywhich includes the growth of shareholder activism in South Korea, and long and short campaigns at Barclays and Natus Medical respectively.
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Elana 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.
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Elana Duré and Josh Black discuss the March issue of Activist Insight Monthlywhich includesthe 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.
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Olshan 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.
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Elana 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.
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Teneo's Patricia Lenkov joins Elana Duré to discuss why board diversity is important and how the activist community can help promote it.
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Spruce Point Capital Management's Ben Axler joins Elana Duré to discuss his views on activist short selling.
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Elana Duré discusses the December issue of Activist Insight Monthlywhich 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.
Sloane & Co's Dan Zacchei joins Elana Duré to discuss his views on shareholder activism.
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Elana 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.
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FTI Consulting's Jay Frankl joins Elana Duré to discuss his views on shareholder activism.
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Elana Duré looks at activism in the healthcare sector and hears from Judah Value Activist Fund's Roland Thng.
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Welcome to the podcast. Elana Duré looks at shareholder activism in Canada and hears from Sandpiper Asset Management's Samir Manji.
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