Beyond the Boardroom

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 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. 

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.

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.

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.