Shows / The Deal by S&P Global
The Deal by S&P Global
The Deal by S&P Global podcast network brings The Deal’s award winning coverage in M&A, activist investing, private equity and restructuring to your airwaves. With a suite of offerings, including Activist Investing Today (hosted by Senior Editor Ronald Orol), Drinks With The Deal (hosted by Senior Writer David Marcus and Senior Reporter Bill Meagher), Behind The Buyouts (hosted by Senior Reporter Steve Gelsi, Chief Reporter Nikitha Sattiraju and Senior Writer Chris Nolter) and Fresh Start…
Episodes
The Deal by S&P GlobalActivist Investing Today: Harvard’s Roe Disputes Perceptions Around Short-termism and Activists
Activist funds face an uphill effort getting the votes they need to effectuate change. That’s the view of Mark Roe, professor of Law at Harvard Law School. Roe…
The Deal by S&P GlobalActivist Investing Today: State Street’s Vernardis Says Many Companies “Surrender” to Activists When They Settle
Some settlements reached between activist hedge funds and corporations represent an “unconditional surrender” by the targeted firm rather than a truce. At…
The Deal by S&P GlobalActivist Investing Today: Columbia's Coffee on Board Diversity and Litigation
A lawsuit or two challenging California's recently approved board diversity law requirement is likely to emerge, though the proponents of such a challenge may…
The Deal by S&P GlobalActivist Investing Today: Columbia’s Coffee on Activists, Icahn, M&A and Proxy Adviser Rules
Activist hedge funds hurt research & development budgets at U.S. corporations, which has a broader negative impact on the economy.At least that’s the view of…
The Deal by S&P GlobalActivist Investing Today: CCGG’s McCall on Canada ‘Say on Pay,’ ESG and Diverse Boards
Canada currently doesn’t have legislation mandating a non-binding vote of shareholders on executive compensation, but legislation percolating on Parliament…
The Deal by S&P GlobalActivist Investing Today: What’s Next at Sony With Third Point Hovering
The Activist Investing Today podcast spoke with The Deal’s media, technology and communications expert Chris Nolter, about whether there would be interest in…
The Deal by S&P GlobalActivist Investing Today: 'Dear Chairman' Author Gramm Discusses Luby's, Corporate Raiders
It’s okay to call activist investors corporate raiders. At least that’s the view of Jeff Gramm, the author of “Dear Chairman: Boardroom Battles and the Rise of…
The Deal by S&P GlobalActivist Investing Today: Turkey’s First Activist Talks Istanbul Insurgencies
In 2015, Ertan Enginalev, launched his first public insurgency campaign in Turkey, urging an industrial conglomerate, Akfen Holdings, to consider strategic…
The Deal by S&P GlobalActivist Investing Today: Glass Lewis’ Grothe Talks Peltz, Campbell and Director Fights
Activist investors like Nelson Peltz who have board and operational experience are more likely to be viewed positively by influential proxy adviser Glass Lewis…
The Deal by S&P GlobalActivist Investing Today: What’s Next For Rent-a-Center, Vintage in Delaware
The Activist Investing Today Podcast spoke with The Deal’s intrepid Delaware expert, David Marcus, about what to expect in Delaware Chancery Court later this…
The Deal by S&P GlobalActivist Investing Today: UofW’s Nili Targets ‘Succession CEOs’ With Study
Chief executives who also serve as board chairs are leaving CEO roles but maintaining chairman positions at a large number of U.S. corporations, a situation…
The Deal by S&P GlobalActivist Investing Today: Governance Guru Schulzke On Strong, Diverse Boards
Individuals who sit on five or more corporate boards - particularly at the largest U.S. corporations -- may not have the bandwidth to focus enough energy and…
The Deal by S&P GlobalActivist Investing Today: Raymond James’ Duncan Herrington Eyes Middle Market
A recent proxy season found that the median market capitalization of companies targeted by activist investors was well below $300 million. That’s according to…
The Deal by S&P GlobalActivist Investing Today: Diligent’s Stafford on CEO-Chairmen and Scandal-Driven Board Shakeups
Lead independent directors at U.S. corporations have become more important, especially when it comes to “clubby” boards. That’s the view of Brian Stafford, CEO…
The Deal by S&P GlobalActivist Investing Today: MacKenzie’s Marese talks M&A, Wynn and Poison Pills
Institutional investors aren’t afraid to tell companies that shareholders should be permitted to buy as many shares as they want as long as they don’t breach…
The Deal by S&P GlobalActivist Investing Today: Guerra of ISS on Control Fights, Universal Proxies and Salting Pasta
Activist hedge funds seeking board control essentially want corporations to give them "the keys” to businesses. As such they need to prove they have qualified…
The Deal by S&P GlobalActivist Investing Today: Governance Guru Charles Elson on Campbell, Dell and Insider Control
The director of John Weinberg Center for Corporate Governance spoke to The Deal’s Activist Investing Today podcast about why he believes Third Point’s Dan Loeb…
The Deal by S&P GlobalActivist Investing Today: Stifel's Bonifacino on Campbell, BlackRock, ISS and Unsolicited Bids
Activists seeking to take control of boards don't need to have a CEO candidate in mind but they should produce a clear position about what they would do on day…
The Deal by S&P GlobalActivist Investing Today: Doyle Targets Proxy Advisers
Timothy Doyle, the general counsel of the corporate-backed American Council for Capital Formation, spoke to the Activist Investing Today podcast about two new…
The Deal by S&P GlobalActivist Investing Today: Morgan Lewis' Gottfried On Founder and Hedge Fund Activism Differences
Keith Gottfried, chief of Morgan Lewis & Bockius LLP’s shareholder activism defense practice, took some time to talk to The Deal’s Activist Investing Today…
The Deal by S&P GlobalActivist Investing Today: Ancora's Chadwick Talks Working With Activist Pioneer Ralph Whitworth
The Activist Investing Today podcast talked to Jim Chadwick, about Ancora’s activist strategy and his recent insurgencies at Hill International and Element…
The Deal by S&P GlobalActivist Investing Today: Applebaum On Icahn, Activism and Why Analysts Make Good Directors
The Activist Investing Today podcast talked to Michelle Applebaum, a former steel analyst who has been nominated by insurgent managers Barington Capital and…
The Deal by S&P GlobalActivist Investing Today: Why Dan Loeb is Spear-Heading the Biggest Activist Campaign of 2018
Activist Dan Loeb thinks Campbell Soup Co. should be sold and wants a full revamp over the board. The Deal's Senior Editor Ron Orol gave us the…
The Deal by S&P GlobalActivist Investing Today: Marathon’s Cibelli on CEO pay, e.l.f., Shutterfly Campaigns
Marathon Partners' manager Mario Cibelli explains why e.l.f.’s ‘fast beauty’ strategy can get its cosmetics into market faster than “legacy” rivals. While he…
The Deal by S&P GlobalActivist Investing Today: A Q&A With Wynnefield Capital’s Obus
The insurgent investor Nelson Obus explains how listening in on his dad’s basement meetings put him on the road to investing, then later, Lazard banking and…
The Deal by S&P GlobalActivist Investing Today: Barington’s Mitarotonda on Avon, Outback Steakhouse and Xerium
James Mitarotonda, who has run activist fund Barington Capital since 2000, says he takes a private-equity approach to public market investments in companies…
The Deal by S&P GlobalActivist Investing Today: Sloane's Zacchei on Realistic Expectations For Activists
Sloane & Co.'s Dan Zacchei, who advises both targeted companies and investors involved in activist situations, suggests that an insurgent fund manager’s track…
The Deal by S&P GlobalActivist Investing Today: Sidley’s Liekefett On War-and-Peace-Time in Activism
Kai Liekefett recently joined Sidley Austin to become the law firm behemoth’s dedicated partner in charge of proxy fights and activism. He explains why many…
The Deal by S&P GlobalActivist Investing Today: Engine Capital's Ajdler on Activism, CST Brands and Nelson Pelt
Since 2013, the insurgent investor Arnaud Ajdler with a “fix it or sell it” investment philosophy has put 20 directors onto corporate boards. He took some time…
The Deal by S&P GlobalActivist Investing Today: Shill On Male Activists Targeting Women CEOs and Musk’s Control of Tesla
The Activist Investing Today podcast speaks to Gregory Shill, a University of Iowa associate professor of law, about the “glass cliff” and why we’re seeing a…