Activist investor Ted White, Managing Director, Legion Partners Asset Management LLC, discusses how years-long engagements with companies that center on cultural nuances can quickly morph into entirely different affairs once a proxy fight begins. “It turns into a little bit like politics and a battle of news snippets,” he says, adding that the details of those highly-public discussions are really only a small percentage of what needs to be addressed.
CorpGov and The Palm Beach Hedge Fund Association hosted the 2022 Winter Activism Forum on Feb. 16 featuring leading market participants and advisors who have consulted on board intelligence and the most prominent activism campaigns in recent years. A complete report with more videos can be found here.
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