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What every director should know about investor activism today

London |
Speakers include:
Brooke Masters

Brooke Masters

Financial Times

Overview

Company – shareholder relations are intensifying at every turn, with new players, new alliances and new tactics emerging from many directions. Activists spent $62bn on campaigns in 2017, more than double the amount spent in 2016. The burden on board members has never been greater to understand the burgeoning investor landscape and the practices that prevent or minimize damage from activist approaches.

While the goal of all investors is to make money, there are wide variations in time horizons, levels of engagement, and expectations of the board and management teams. From combative and lawsuit-happy to data-driven and helpful behind the scenes, the volume and nature of players in the activism space has taken on a new complexity. Boards have the difficult task of understanding their shareholder base, what could disappoint its members, and how to navigate both regular communications and unsolicited criticism.

An exclusive round table dinner co-hosted by the Financial Times and Alix Partners will convene corporate board members from the UK’s largest public companies to tackle this complex topic of current investor relations. The evening will comprise of a networking cocktail hour and opening remarks from FT and Alix Partners hosts, which will be followed by a gently moderated discussion over dinner.

Directors will have the opportunity to share how their organisations are dealing with board level issues related to rapidly changing shareholder relationships and gain insights into how other boards are keeping up with the trends and overseeing strategy in alignment with the fast moving environment.

Financial Times and Alix Partners hosts will offer insights from their global work throughout the conversation, while respecting the completely confidential nature of the gathering.

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fallback Add to my Calendar 11/15/2018 18:30:0011/15/2018 21:00:00falseWhat every director should know about investor activism todayCompany – shareholder relations are intensifying at every turn, with new players, new alliances and new tactics emerging from many directions. Activists spent $62bn on campaigns in 2017, more than double the amount spent in 2016. The burden on board members has never been greater to understand the burgeoning investor landscape and the practices that prevent or minimize damage from activist approaches.While the goal of all investors is to make money, there are wide variations in time horizons, levels of engagement, and expectations of the board and management teams. From combative and lawsuit-happy to data-driven and helpful behind the scenes, the volume and nature of players in the activism space has taken on a new complexity. Boards have the difficult task of understanding their shareholder base, what could disappoint its members, and how to navigate both regular communications and unsolicited criticism.An exclusive round table dinner co-hosted by the Financial Times and Alix Partners will convene corporate board members from the UK’s largest public companies to tackle this complex topic of current investor relations. The evening will comprise of a networking cocktail hour and opening remarks from FT and Alix Partners hosts, which will be followed by a gently moderated discussion over dinner.Directors will have the opportunity to share how their organisations are dealing with board level issues related to rapidly changing shareholder relationships and gain insights into how other boards are keeping up with the trends and overseeing strategy in alignment with the fast moving environment.Financial Times and Alix Partners hosts will offer insights from their global work throughout the conversation, while respecting the completely confidential nature of the gathering.What-every-director-should-know-about-investor-activism-today2b1d8492b65bcebd79330b9ebe50cddaMM/DD/YYYY

Agenda - 15th Nov

  • 6:30pm
    Welcome drinks
  • 7:00pm
    Opening remarks from FT chair

    Brooke Masters, Opinion and Analysis Editor, Financial Times

  • 7:05pm
    Discussion commences and dinner is served
    • The hot issues, including CEO remuneration, board composition, capital allocation and business strategy
    • The many players, from well-known hedge fund activists to new entrants
    • The recent targets, spanning global powerhouses to microcap companies
    • The growing role of “passive” index investors and how their alliances with other investors are changing the dynamics
    • The outcomes of recent shareholder activism that inform future practices
  • 8:55pm
    Closing remarks from FT chair

    Brooke Masters, Opinion and Analysis Editor, Financial Times

  • 9:00pm
    Networking drinks

Chair (1)

Brooke Masters

Brooke Masters

Comment and Analysis Editor
Financial Times

Brooke Masters was appointed Comment and Analysis Editor for the Financial Times in 2018. Previously she was an Assistant Editor, Companies Editor and Chief Regulation Correspondent. In the latter role she covered the UK Financial Services Authority and worked with reporters around the world to cover global financial regulation and white- collar crime cases. Prior to this, she was the City Correspondent covering banking, stockbroking and asset management with a secondary focus on London’s international competitiveness. Before that she wrote for the Lex column and served as a senior business reporter in the FT's New York office covering the intersection of law and business.

From 2002 to 2006, Ms Masters reported on Wall Street and white-collar crime for the Washington Post and followed New York Attorney General Eliot Spitzer's various investigations. This led to her 2006 book, Spoiling for a Fight: The Rise of Eliot Spitzer, which was published in both hardback and paperback editions by Henry Holt. Ms Masters spent an additional 13 years at the Washington Post in Washington and Virginia, covering criminal justice, education, and politics. She has also written extensively about espionage, capital punishment and terrorism. Ms Masters graduated summa cum laude from Harvard University with a degree in History. She also earned a Master's of Science in Economic History with distinction from the London School of Economics.

Presented by (1)

Financial Times Live (FT Live) is the global conferences and events division of the Financial Times Group. Chaired by senior journalists from the Financial Times Group, the summits, conferences, awards and strategic forums organised by FT Live gather the world’s brightest minds and most influential decision-makers.

Exclusive on-stage interviews, stimulating presentations and lively panel debates – available on multiple content platforms – provide the cutting-edge insights, unique personalities and peer audience engagement that have the power to transform finance, business, politics, society and culture.

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. In 2016 the FT passed a significant milestone in its digital transformation as digital and services revenues overtook print revenues for the first time. The FT has a combined paid print and digital circulation of more than 910,000 and makes 60% of revenues from its journalism.

In association with (1)

Everything is becoming mobile and digitized. The amount and usage of data continues to increase exponentially—as does the need to use it to make decisions and act quickly. Content is becoming more and more important. And security is paramount. The volume and pace of change in the technology, software, media, and telecommunications industries threatens to leave unprepared and slow-moving companies on the sidelines. 

At AlixPartners, a global business advisory firm founded in 1981, we offer clients small teams of highly qualified experts with profound sector and operational insight. Our clients include corporate boards and management, law firms, investment banks, investors, and others who appreciate the candor, dedication, and transformative expertise of our teams. We’ll help get you—and your operating model—up to speed and ready to compete in an industry where the only constant is change. When it really matters.

Venue

City Social
25 Old Broad St
London EC2N 1HQ
Tel: 020 7877 7703

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Contact us

Camilla Whittington
Content Editor
Financial Times