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The Activist Insight Podcast
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The Activist Insight Podcast

Author: Activist Insight

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Taking you through the top shareholder activism and corporate governance stories from Insightia's suite of products. Beyond The Boardroom episodes feature interviews with industry experts.
70 Episodes
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Kieran Poole and the team count down the top 10 wildest campaigns of the year so far as featured in August's issue of Activist Insight Monthly. Plus, we hear about the next Proxy Monthly. Don't forget to get your copy of The Activist Investing Half-Year Review 2021. View all of our products available by visiting our website.
Kieran Poole is joined by Eleanor O'Donnell who oversees the editorial content on Activist Insight Shorts to discuss the trends in short selling so far this year. Don't forget to get your copy of The Activist Investing Half-Year Review 2021. View all of the products offered by Insightia by visiting our website.
Kieran Poole is joined by Insightia's Jason Booth and Olshan Frome Wolosky's Andrew Freedman to discuss The Activist Investing Half-Year Review 2021, a bumper edition of Activist Insight Monthly. Andrew is a partner at Olshan and co-chair of its shareholder activism group. In this episode, he focuses on the trends across ESG and M&A in the last six months.View all of the products offered by Insightia by visiting our website.
Third Arrow Strategies' Tracy Gopal joins Kieran Poole to discuss her Japan Board Diversity Network which seeks to accelerate board gender diversity across the country. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
Kieran Poole is joined by Innisfree M&A Incorporated's Gabrielle Wolf and Craig Pais, as well as Olshan Frome Wolosky's Elizabeth Gonzalez-Sussman, to discuss our special report: ESG Activism. Gabrielle is a director in the proxy solicitation group at Innisfree, whereas Craig is an investor engagement manager. Elizabeth is a member of the corporate/securities law group and activist & equity investment practice at Olshan. We also hear from Insightia's Josh Black to run us through the free report. View all of the products offered by Insightia by visiting our website.
Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the June issues of Activist Insight Monthly and Proxy Monthly. Activist Insight Monthly explores the true cost of a proxy fight, Spruce Point Capital Management at DanimerScientific, Blue Orca’s first hedge fund, and Curtiss Wright’s vulnerability.  Proxy Monthly explores the success of shareholder proposals at oil and gas companies, as well as the increasing number of no-action requests for shareholder proposals being denied by the U.S. Securities and Exchange Commission. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
Activism in Canada

Activism in Canada

2021-06-0131:19

Kieran Poole is joined by Goodmans' Jon Feldman and Kingsdale Advisors' Ian Robertson to discuss our recently released report: Shareholder Activism in Canada 2021. Jon is a partner at Goodmans and head of its business law group, while Ian is president, Canada at Kingsdale Advisors. We also hear from Insightia's Josh Black to run us through the free report which looks at Canada's new players, increasing hostile M&A, and short selling regulations. Plus, it includes our top three most vulnerable Canada-based companies and how activism beyond basic material and energy will fare.  View all of the products offered by Insightia by visiting our website.
Quintessential Capital Management's Gabriel Grego joins Kieran Poole to discuss this year's financial crazes so far, short seller concerns about regulatory intervention, and his proudest achievement. Plus, we learn how his experience as an Israeli Defence Force paratrooper has helped in short selling. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
Comp and circumstance

Comp and circumstance

2021-05-1820:14

Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the May issues of Activist Insight Monthly and Proxy Monthly. Activist Insight Monthly explores the impact of activist spinoffs, Hindenburg's short report on Ebang International Holdings, Biogen's vulnerability, Stilwell Value at Peoples Financial, and profiles Gatemore Capital. Proxy Monthly features an interview with Putnam Investments, as well as an article exploring the varying investor attitudes towards the Children’s Investment Fund's "say on climate" campaign. You can read our mentioned The Trend article for free here. Clients can log in to read Rebecca's in-depth.  View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
Kieran Poole introduces you to Insightia’s corporate governance editor, Rebecca Sherratt. Rebecca joined us shortly after the merger of Activist Insight and Proxy Insight formed our parent company, Insightia. She now manages Proxy Insight’s editorial output, including the daily news on Proxy Insight Online and as editor of Proxy Monthly, our free magazine.  Rebecca will appear on your monthly magazine episodes in a new feature called Proxy Corner. You can contact her by emailing rsherratt@insightia.com. View all of the products offered by Insightia by visiting our website.
Activism in Europe

Activism in Europe

2021-04-2748:05

Kieran Poole is joined by White & Case's Tom Matthews and FTI Consulting's Edward Bridges to discuss our recently released report: Shareholder Activism in Europe 2021.  Tom is a partner at White & Case and heads its global shareholder activism practice, while Edward is a senior managing director at FTI Consulting and heads its U.K. activism practice.  We also hear from Insightia's Josh Black to run us through the free report which looks at the trends in activism across the continent and dives deep into developments in France, Germany, and the U.K. Plus, it covers the thriving landscape of ESG and short selling at Europe-based companies. View all of the products offered by Insightia by visiting our website.
Garbage SPACs

Garbage SPACs

2021-04-1913:57

Kieran Poole and Jason Booth discuss the April issue of Activist Insight Monthly which explores activism in the consumer sector, how personnel moves among top advisors show the industry hasn’t lost its luster, why European company boards should be worried about homegrown agitators, and how an activist quartet is advertising a well-thumbed playbook for big changes at department store Kohl’s.Elsewhere in the magazine, we look at Warrior Met Coal’s vulnerability to activist demands and why Muddy Waters Research going after XL Fleet with accusations of inflated projections and a false narrative is yet another hit against SPACs.As a bonus in last month's magazine, there was also an interview with Kieran all about the podcast. For ease, you can read it here. View all of the products offered by Insightia by visiting our website.
D.F. King's David Chase Lopes joins Kieran Poole to discuss his involvement in activist investing in Europe, shark attacks, and ESG in France. As a bonus, you can find an interview with Kieran in the latest Activist Insight Monthly at the back. For ease, you can read it here. View all of the products offered by Insightia by visiting our website.  
Kieran Poole and Jason Booth discuss the March issue of Activist Insight Monthly which explores the risk factors facing activists this year, Engine No. 1’s campaign at Exxon, and why Cisco could be the next tech giant to face activist demands. We also hear from Peter Halesworth of Heng Ren Partners about his new book. As a bonus, you will also find an interview with Kieran in the magazine at the back. For ease, you can read it here. View all of the products offered by Insightia by visiting our website.
Stradley Ronon Stevens and Young's George Michael Gerstein and Sara Crovitz join Kieran Poole to discuss the Department of Labor's "financial factor" and "proxy voting" rules, compliance, and the Securities and Exchange Commission's proposals regarding ESG issues. They also look ahead to the new Biden administration.  This episode was recorded on January 11, 2021.View all of the products offered by Insightia by visiting our website.  
Kieran Poole and the team count down the top 10 activists of 2020. It features in our Activist Investing Annual Review which you can get for free on our website. We also hear from Eleanor O'Donnell, who looks after our activist shorts reporting. She runs us through the top five short sellers of 2020.  The annual review is the definitive review of shareholder activism from the past year, and provides analysis of key trends and patterns that have emerged. The report features key thought-pieces from industry experts and our editorial team.  View all of the products offered by Insightia by visiting our website.
Kieran Poole and Josh Black discuss our eagerly anticipated Activist Investing Annual Review in association with Schulte Roth & Zabel. The annual review is the definitive review of shareholder activism from the past year, and provides analysis of key trends and patterns that have emerged. The report features key thought-pieces from industry experts and our editorial team. We also hear from Iuri Struta who looks after Activist Insight Vulnerability.  Look out for the next episode which will count down our list of the top 10 activists of 2020.  View all of the products offered by Insightia by visiting our website.  
Artisan Partners' David Samra joins Kieran Poole to discuss his investment approach, the best markets for activism, and Japan's corporate governance evolution. Samra is a managing director and founding partner of the Artisan Partners International Value Team. He is also lead portfolio manager and was co-portfolio manager for the Global Value Fund from its inception in 2007 to 2018. Under his leadership, it was nominated six times for Morningstar, Inc.’s International-Stock Fund Manager of the Year award in the U.S. and won it in 2008 and 2013. It was also named EAFE Equity Investment Manager of the Year in 2015 and 2016 by Institutional Investor.  View all of the products offered by Insightia by visiting our website.  
Kieran Poole and Jason Booth discuss the December issue of Activist Insight Monthly which profiles the most prolific law and proxy solicitation firms this year for The Activist Insight Adviser Awards 2020. They also delve into how activists can no longer sit back and watch how the drama unfolds when it comes to media companies, and how Democrats winning The White House likely means a boost for ESG investing.  View all of the products offered by Insightia by visiting our website.  
Best of 2020

Best of 2020

2020-12-1430:39

We look back at this year's Beyond The Boardroom interviews with industry experts. To listen to the full interviews, simply scroll through our index of episodes.  View all of the products offered by Insightia by visiting our website.  
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