Global Conference 2014

Shareholder activism has been gaining traction as key activist investors exert positive influence by pressing management teams to improve operational efficiency, invest capital in undervalued shares and pursue creative initiatives to maximize returns. These investors saw tremendous asset inflows in 2013 and far outpaced their hedge fund peers' performance in recent years. A structural shift in the corporate governance landscape has supported this trend, providing even smaller shareholders with an outlet to influence and be heard by management. We'll delve into the fine points of investor engagement and unlocking value with top players in the field. What's the outlook for activism, given the strategy's prevalence and the equity market's strong overall performance?

Moderator

Christopher Ailman

Chief Investment Officer, California State Teachers' Retirement System (CalSTRS)

Speakers

Clifton Robbins

Founder and CEO, Blue Harbour Group

Barry Rosenstein

Founder and Managing Partner, JANA Partners

Chris Teets

Partner and Portfolio Manager, Red Mountain Capital Partners LLC

Jeffrey Ubben

Founder, CEO and Chief Investment Officer, ValueAct Capital


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