Below is a presentation from Nelson Peltz, CEO of Trian, who just took a 5.1% stake in Lazard.
Trian is one of the largest shareholders of Lazard Ltd (“Lazard” or the “Company”)
Trian has had several meetings with Lazard’s management to discuss its business and strategies to enhance shareholder value
Trian supports management’s strategic plan, announced on April 27, 2012, and believes it can allow Lazard to deliver superior total shareholder returns
Trian Lazard Presentation 6-18-2012
H/T: David Benoit of WSJ.com