This is a good panel, most of these guys dont do interviews normally so its a gem. See our coverage from earlier today on JANA Partners Q1 letter here, see a recent quick rare interview with Jeff Ubben here, and another with Cliff Robbins here. The panel discussion details can be found below.
NOTE: Some of these guys are speaking at the Ira Sohn Conference (maybe) sign up for our free newsletter to ensure you do not miss our coverage next week.
Speakers:
Clifton Robbins, Founder and CEO, Blue Harbour Group
Barry Rosenstein, Founder and Managing Partner, JANA Partners
Chris Teets, Partner and Portfolio Manager, Red Mountain Capital Partners LLC
Jeffrey Ubben, Founder, CEO and Chief Investment Officer, ValueAct Capital
Moderator:
Christopher Ailman, Chief Investment Officer, California State Teachers’ Retirement System (CalSTRS)
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Panel Detail:
Tuesday, April 29, 2014
3:45 PM – 4:45 PM
Activist Investors and the Search for Alpha
Shareholder activism has been gaining traction as key activist investors exert positive influence by pressing management teams to improve operational efficiency, invest capital in undervalued shares and pursue creative initiatives to maximize returns. These investors saw tremendous asset inflows in 2013 and far outpaced their hedge fund peers’ performance in recent years. A structural shift in the corporate governance landscape has supported this trend, providing even smaller shareholders with an outlet to influence and be heard by management. We’ll delve into the fine points of investor engagement and unlocking value with top players in the field. What’s the outlook for activism, given the strategy’s prevalence and the equity market’s strong overall performance?
