Where are the opportunities for activist investors and which companies do activists have on their radar? Are activist investors a good thing for shareholders? What are the distressed opportunities?
Nomad Investment Partnership: Keep An Eye On The Unseen Risks
There are many ways to define risk. Warren Buffett has said that "risk comes from not knowing what you're doing." Q3 2020 hedge fund letters, conferences and more His mentor, Benjamin Graham, believed that risk should be measured as the chance of a permanent capital impairment of an investment. Seth Klarman also holds this view. Read More
Scott Ostfeld, Partner, JANA Partners LLC
Clifton S. Robbins, Founder and CEO, Blue Harbour Group
Thomas E. Sandell, Chairman and CEO, Sandell Asset Management
Peter Schoenfeld, CEO and CIO, P. Schoenfeld Asset Management (PSAM)
Dominic Chu, Markets Correspondent, Bloomberg Television (@TheDomino)