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 (hosted by Senior Reporter Stephanie Gleason), The Deal’s podcast network is your go-to source for timely financial news and perspective.
Episodes
390 episodes
Activist 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 director candidates and an in-depth understanding of their targeted company. At least...
Activist 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 is fortunate for getting what he got in a settlement with Campbell Soup, considering...
Activist 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 one. At least that's the view of Juan Bonifacino, director of shareholder activism d...
Activist 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 studies the group has produced targeting influential proxy advisory firms and “robo-v...
Activist 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 podcast about how defending the company against an ex-CEO and founder of the busines...
Activist 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 Fleet Management. In a wide-ranging interview, Chadwick explains how working with Relati...
Activist 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 Land & Buildings for corporate boards, about why she thinks activists' analytics ar...
Activist 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 up-to-the-minute scoop.
Activist 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 foresees a bright future for the company, he has real concerns about executive compens...
Activist 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 finally activism. In a wide-ranging conversation, Obus, 71, explains what kind of compa...
Activist 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 that frequently have high barriers to entry. However, Mitarotonda acknowledges that he ...
Activist 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 record is a key factor corporations must consider before deciding how to respond....
Activist 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 corporations have bylaws in place that just don’t prepare them for when an insurgent in...
Activist 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 to speak with The Deal’s activist podcast about key targets for share-price improvem...
Activist 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 rash of female C-Suite executives targeted by insurgent fund managers. We also take a ...
