Activist Investors: Unlocking Value
With valuations for a number of industries considered stretched, many industry observers are wondering if tax reform, repatriation of overseas capital and deregulation can help spur a new wave of campaigns. This panel of seasoned veterans will discuss the nuanced activist strategies that make up the universe and which are most likely to unlock value. Potential Questions:
How are allocators factoring activist strategies into their portfolio?
Is the trend of going public with a campaign taking a back seat to more friendly and long-term efforts to create value?
What are the different toolkits that activists have at their disposal and how do they create an alignment of interest with their investors and management?