Beyond the Boardroom

Kieran 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.

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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 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. 

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Kieran 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. 

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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 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. 

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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 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. 

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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.