62 episodes

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.

The Activist Insight Podcast Activist Insight

    • Business
    • 4.7 • 12 Ratings

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.

    Comp and circumstance

    Comp and circumstance

    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, Joe Stilwell 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.

    • 20 min
    Introducing Rebecca of Proxy Insight

    Introducing Rebecca of Proxy Insight

    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.

    • 11 min
    Activism in Europe

    Activism in Europe

    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.

    • 48 min
    Garbage SPACs

    Garbage SPACs

    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.

    • 13 min
    Beyond The Boardroom with D.F. King's David Chase Lopes

    Beyond The Boardroom with D.F. King's David Chase Lopes

    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.  

    • 21 min
    David v Goliath in the oil patch

    David v Goliath in the oil patch

    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.

    • 21 min

Customer Reviews

4.7 out of 5
12 Ratings

12 Ratings

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