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The Activist Insight Podcast

Business & Economics Podcasts

Taking you through the top shareholder activism and corporate governance stories from Insightia's suite of products. Beyond The Boardroom episodes feature interviews with industry experts.

Taking you through the top shareholder activism and corporate governance stories from Insightia's suite of products. Beyond The Boardroom episodes feature interviews with industry experts.

Location:

United Kingdom

Description:

Taking you through the top shareholder activism and corporate governance stories from Insightia's suite of products. Beyond The Boardroom episodes feature interviews with industry experts.

Language:

English

Contact:

6464752214


Episodes

DEBATE: Are virtual meetings the future?

11/30/2021
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...

Duration:00:39:39

Why are SPACs now activist targets?

11/18/2021
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...

Duration:00:15:54

Why was this proxy season record-breaking?

10/25/2021
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.

Duration:00:20:14

Why is defense the best offense?

10/18/2021
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...

Duration:00:14:06

What makes a company vulnerable?

10/8/2021
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...

Duration:00:14:18

Why is M&A activism on the rise?

10/4/2021
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...

Duration:00:42:04

Why are activists attracted to the UK?

9/21/2021
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...

Duration:00:16:03

Top 10 wildest campaigns of 2021

8/17/2021
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.

Duration:00:28:47

The short shorts episode

8/9/2021
Kieran 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.

Duration:00:07:16

The Activist Investing Half-Year Review 2021

7/26/2021
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 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.

Duration:00:24:29

Beyond The Boardroom with Third Arrow Strategies' Tracy Gopal

7/6/2021
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.

Duration:00:21:53

We need to talk about ESG

6/28/2021
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...

Duration:00:45:30

Real cost of proxy fights

6/22/2021
Kieran 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...

Duration:00:17:41

Activism in Canada

6/1/2021
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...

Duration:00:31:19

Beyond The Boardroom with Quintessential's Gabriel Grego

5/31/2021
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.

Duration:00:17:12

Comp and circumstance

5/18/2021
Kieran 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...

Duration:00:20:14

Introducing Rebecca of Proxy Insight

5/4/2021
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...

Duration:00:11:11

Activism in Europe

4/27/2021
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...

Duration:00:48:05

Garbage SPACs

4/19/2021
Kieran 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...

Duration:00:13:38

Beyond The Boardroom with D.F. King's David Chase Lopes

3/22/2021
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. View all of the products offered by Insightia by visiting our website.

Duration:00:41:05