Hedge funds are increasingly using their capital and their influence to effect change at companies. While many fund managers view their actions as necessary to increase value, some advisors warn such actions may run counter to long-term shareholder interests. Join experts in the field of activist investing for a live 90-minute webinar discussing the latest strategies being used to unlock shareholder value.
NEW ADDITION: Just added to the agenda is Barton Winokur, partner at Dechert LLP who will be discussing corporate considerations and defensive tactics. He'll be joined by Phillip Goldstein and Christopher Young, who will be discussing the latest strategies being used by activist investors.
"Activist Investing: Corporate Considerations and Strategies"
Whether they seek to sell the entire company or one of its business units, implement a corporate restructuring, recapitalize the balance sheet, reconstitute the management team or board, or change strategic direction, the reality for corporate executives is that activist investors are increasingly changing the playing field. In this segment, Barton Winokur, shares his unique perspectives and experiences in representing both activist hedge funds and public companies and their boards.
- Vulnerabilities and Defensive Strategies
- Corporate Governance Principles
- Shareholder Communications
- The Role of Proxy Advisory Firms and Public Relations Advisors
"Evaluating Activist Situations"
With the rise of activist investing, M&A transactions and proxy contests have drawn increased scrutiny from shareholders. As the head of ISS' M&A Insight research, Mr. Young evaluates high profile and contentious mergers and proxy fights, ultimately providing a detailed analysis and vote recommendation that is disseminated to ISS' institutional clients. In this segment, Mr. Young shares his insights on how he evaluates activist situations.
- Trends in Shareholder Activism
- The ISS Evaluation Process
- What the Future Holds for Activism
- What Has Worked for Activists, and What Hasn't
"Shareholder Activism 101"
What is behind the recent rise in shareholder activism among hedge funds? Mr. Goldstein, who has conducted more than 20 proxy contests since 1996, shares some of his insights and war stories, while examining the current environment for activist investing.
- Understanding Activist Strategies
- What Are the Roles of the SEC, ISS, and the Courts?
- What Tools Are Available to Activists?
- Why Aren't There More Activists?








