The Activist Investor Conference 2024

The Activist Investor Conference 2024 is dedicated to governance-related issues raised by finance professionals seeking to improve the fortunes of the companies in which they’ve invested.

Topics

• Trending Legal Issues Facing Shareholder Activism
  • Universal proxy and SEC rules
  • Proxy solicitations and exemptions
  • Advance notice bylaws
  • Do universal proxies increase or decrease board accountability?
  • How private placements can undercut an activist strategy
  • Excise tax has chilling effect on promoting share buybacks
• Value Investing: Another Way of Saying Activist Investing
  • Pushing for the sale of underperforming divisions or split a company into separate business units
  • Proposing operational cost reductions, strategies to increase revenue
  • Demanding changes to the size and composition of a company`s board of directors
  • Advocating capital allocation and structure, including share repurchases and changes to a company`s capital structure
• Impact of corporate relations with shareholders on an activist campaign
  • Communication strategies for keeping shareholders content
  • Good relations with large shareholders build powerful allies
  • Corporate transparency: activists cannot attack what is easily disproven
• How the Lone Dissident can Prevail
  • Strategies for overcoming resistance and making your case
  • Challenges a lone dissident board member will face
  • Transparency and communicating your intentions to add value
• Identifying Targets, Planning Strategy for an Activist Campaign
  • Industries that are more (or less) attractive as targets
  • Importance of accumulating a significant stake quickly
  • Importance of the company`s shareholder profile
  • Vulnerabilities activists look for
  • What`s the best approach? Control slates vs. short slates? Settlement vs. proxy contest?
  • Timelines to consider when selecting a target
  • Gauging the likelihood of negotiating a settlement
• Shifting Activist Campaign Focuses
  • "Woke" vs. "Anti-woke" agendas
  • Pursuing change at ESG companies
  • Targets more likely to implement counter-measures
  • Large-cap companies no longer off-limits

Who should Attend

• Corporate governance specialists
• Investors
• Proxy solicitors
• Advisory firms
• Corporate board members