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How the Disney Board Defeated the Activist Proxy Fight
In 2024, Disney faced a high-stakes proxy battle with activist investor Nelson Peltz and Trian Fund Management. This episode examines how Disney's board, led by independent directors like Nike's Mark Parker, crafted a defense strategy involving cost cuts, business restructuring, and shareholder engagement that ultimately won support from proxy advisors and institutional investors. We break down the specific moves that turned the tide, including the decision to settle with ValueAct Capital, the role of CEO Bob Iger's turnaround plan, and how the board avoided a damaging public…
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