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Understanding Activism with John & J.T. - Bill Fiske & David Farkas on Georgeson's Global Activism Report

 

BillFiske

Francis Stapleton

Bill Fiske leads Georgeson's M&A and Contested Situations Group in the United States

David Farkas is Head of Investor Intelligence, North America, for Computershare Investor Engagement.

Topics covered:

  1. Factors driving the 2025 environment and activists' response
  2. Reason for the shift toward smaller cap targets in 2025 and expectations for 2026
  3. The changing mix of activist objectives in U.S. campaigns
  4. How activists are adapting their stake building strategies to the changing environment
  5. The decline of ESG activism in the U.S. has shifted activist messaging
  6. The behavior of large index and quasi index investors in contested U.S. elections
  7. Common mistakes boards make when responding to early activist engagement

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The views set forth in the podcast are the speaker's personal views and do not necessarily reflect those of their firm, company, institution, other organizations, or any of the clients with which they are associated.

 

 

The views set forth in the podcast are the speaker's personal views and do not necessarily reflect those of their firm, company, institution, other organizations, or any of the clients with which they are associated.