Clifton Robbins, Jeffrey Smith, CEO Of Darden: How Activist Investing Is Reshaping the Boardroom

Clifton Robbins, Jeffrey Smith, CEO Of Darden: How Activist Investing Is Reshaping the Boardroom: A New Dawn for Corporate Governance?


  • David Faber, Journalist and Co-Anchor, CNBC


Seth Klarman: Investors Always Need A Strategy To Guide Them

Volatility"Many investors lack a strategy that equips them to deal with a rise in volatility and declining markets," Seth Klarman told his audience in a speech at MIT in 2012. Q3 2020 hedge fund letters, conferences and more Klarman was talking about the benefits of having a strategy, such as value investing, to provide a Read More

  • Gene Lee, President and CEO, Darden Restaurants Inc.
  • Raymond J. McGuire, Global Head, Corporate and Investment Banking, Citi
  • Clifton Robbins, Founder and CEO, Blue Harbour Group LP
  • Anne Sheehan, Director, Corporate Governance, California State Teachers’ Retirement System
  • Jeffrey Smith, Managing Member, CEO and Chief Investment Officer, Starboard Value LP

Activist investors are regularly in the headlines as they challenge how companies are run to enhance shareholder value. With “activism” now a common term within the financial community, its meaning has become blurred amid the profusion of styles and approaches. Some investors question whether activists are good for the companies they target or for other shareholders. So what does it mean to be an activist today, and what is the best way to understand their numerous strategies? This panel will discuss the pros and cons of the latest activist wave. What are the typical issues that activists target? How are the various styles of activism faring in the current environment? And are hedge fund activists finding support from pensions funds and other institutional investor clients?

activist campaigns