Taking you through the top shareholder activism and corporate governance news from Diligent's suite of products, as well as interviews with industry experts.
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Beyond the Boardroom is coming to an end and this is the last episode. Diligent will still be running The Corporate Director Podcast where you can still expect to hear the familiar voices from Diligent Market Intelligence sharing key findings from our special reports and research. All episodes will remain on your feed wherever you get your podcasts…
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Kieran Poole and the team count down the top five wildest campaigns of the year so far as featured in our Proxy Season Review 2023. Who will take top spot? Who will get silver? Who will miss out on a podium place? Listen now and then enjoy a more comprehensive analysis in the report.By Diligent, formerly Insightia
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As a special bonus episode, Kieran Poole is joined by Steve Balet of Strategic Governance Advisors and Diligent Market Intelligence's Jason Booth to look back at one of the most significant activist campaigns this century... Carl Icahn at Apple. Hear how Icahn began the trend of using Twitter as an activist tool, whether his tactics have changed si…
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How did universal proxy impact the 2023 season?
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Kieran Poole is joined by Olshan Frome Wolosky's Ryan Nebel and Elizabeth Gonzalez-Sussman, as well as Diligent Market Insight's Rebecca Sherratt to discuss our Proxy Season Review 2023. Ryan and Elizabeth are vice-chairs of the law firm's shareholder activism group. Among the top findings: Activists refocus on financials: The number of capital str…
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Simon Rawson of ShareAction joins Kieran Poole to discuss why the firm is urging major European banks to end the direct financing of new oil and gas fields by the end of 2023, being the first group to file a Living Wage resolution, and his time serving as a British diplomat. Plus, he tells us why we should all be watching Schitt's Creek.…
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How is RTO impacting real estate investing?
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Jonathan Litt of Land & Buildings joins Kieran Poole to discuss the impact on real estate investing from the return to office trend, U.S. banks and their commercial real estate loans, and being the first activist to go all the way to a vote under the new universal proxy rules. Plus, he tells us why aboard a plane is the best place to watch a film. …
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Kieran Poole is joined by Insightia's Rebecca Sherratt, Antoinette Giblin, and Will Arnot to review some of the most notable proxy fights to have drawn to a close in the past few weeks. Make sure to get your free copy of our latest report, ESG 2023.By Diligent, formerly Insightia
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Kieran Poole is joined by Jon Solorzano of Vinson & Elkins and Rodolfo Araujo of EY as well as Insightia's Rebecca Sherratt to discuss our latest report, ESG 2023. Jon advises companies and their boards on ESG issues, sustainability, activism, risk management, securities law, and M&A. Whereas, at EY, Rodolfo leads the ESG strategy and investor enga…
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Mathew Saur of the law firm Woolery & Co joins Kieran Poole to discuss how rising interest rates and market volatility could lead to M&A and capital allocation activism seeing a significant shake-up in 2023. Make sure to get your free copy of our latest report, Corporate Governance in Europe 2023.By Diligent, formerly Insightia
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By Diligent, formerly Insightia
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Kieran Poole is joined by White & Case's Tom Matthews and Sonica Tolani as well as Insightia's Rebecca Sherratt to discuss Corporate Governance in Europe 2023. Tom heads up the firm’s European shareholder activism practice, while Sonica is a specialist in public company M&A, ECM, and shareholder activism. Among the top findings: Emissions reporting…
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Kieran Poole is joined by Insightia's Rebecca Sherratt, Antoinette Giblin, and Will Arnot to pick the most important stories of the month that you need to know about. On the agenda are Carl Icahn’s campaign at Illumina, boomerang CEOs, and Talos Energy's vulnerability to activism. Make sure to also subscribe to Diligent's The Corporate Director Pod…
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What is it like taking on Fortune 500 companies?
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Edgar Hernandez of The Service Employees International Union (SEIU) joins Kieran Poole to discuss taking on the likes of Coca-Cola, Netflix, and Amazon. Edgar is assistant director of its department of strategic initiatives and has been at the firm since 2007.By Diligent, formerly Insightia
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Why was 2022 so busy for Australian regulators?
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Kieran Poole is joined by First Advisers Executive Director Victoria Geddes as well as Insightia's Rebecca Sherratt to discuss Corporate Governance in Australia 2023. Join the conversation about the report using the hashtag #InsightiaAustralia23 on Twitter and LinkedIn.By Diligent, formerly Insightia
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Kieran Poole is joined by Insightia's Rebecca Sherratt, Antoinette Giblin, and Joe Lyons to pick the most important stories of the month that you need to know about. On the agenda are a short report targeting digital payment company Block, BlackRock CEO Larry Fink's annual letter to CEOs and investors, and recent activism in Israel. Make sure to ge…
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Bluebell Capital Partners co-founder Giuseppe Bivona joins Kieran Poole to discuss its current proxy fight at BlackRock, its success at Richemont, and how it owes its name to a child. Plus, Insightia's Josh Black pops by to tell us about his London Marathon progress. You can follow and sponsor him here.…
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Kieran Poole is joined by Kekst CNC's Jochen Legewie and Minako Otani as well as Insightia's Rebecca Sherratt to discuss Corporate Governance in Asia 2023. Jochen serves as its Japan head and chairman in Asia advising Japanese and multinational firms on complex positioning mandates. Minako primarily focuses on corporate and financial communications…
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Kieran Poole is joined by Insightia's Rebecca Sherratt and Antoinette Giblin for a brand new episode format. Together, they pick the most important stories of the month that you need to know about. Look out for "news in brief" episodes at the start of every month and make sure to get your free copy of The Shareholder Activism Annual Review 2023. Pl…
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Diligent CEO Brian Stafford joins Kieran Poole to discuss the challenges faced this year, how activists are viewed by directors, and the future of modern governance. Plus, we answer the age-old question: Does pineapple belong on a pizza? Diligent acquired Insightia back in January 2022. Make sure to get your free copy of The Shareholder Activism An…
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Kieran Poole is joined by Olshan Frome Wolosky's Ryan Nebel and Elizabeth Gonzalez-Sussman, as well as Insightia's Rebecca Sherratt to discuss The Shareholder Activism Annual Review 2023. Ryan and Elizabeth are members of the firm's activist and equity investment practice focusing on shareholder activism, proxy contests, mergers and acquisitions, a…
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Paul Rissman of Rights CoLab joins Kieran Poole to discuss if the anti-ESG movement could significantly hinder investors in going green or whether it is simply a temporary bump in the road. He also tells us all about his previous life as an archaeologist digging up 4,000-year-old towns in Oman. Remember to follow us on Twitter and LinkedIn.…
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Welcome to a look back at this year's interviews with industry experts. It has been a packed year so join Kieran Poole as we journey through the class of 2022. Hear from CorpGov's Jim McRitchie, Schulte Roth and Zabel's Ele Klein and Marc Weingarten, As You Sow's Olivia Knight, film director Bruce David Klein, Muddy Waters Research's Carson Block, …
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Kieran Poole and Rebecca Sherratt discuss the December edition of Insightia Monthly as well as hearing from the Sohn Foundation's Piers Butler live from its ninth annual London conference. The December magazine profiles the most prolific law and proxy solicitation firms this year before revealing the winners of our 2022 Adviser Awards. Plus, it hig…
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Kieran Poole is joined by Willis Towers Watson's Heather Marshall and Ken Kuk as well as Insightia’s Rebecca Sherratt and Sam Dixon to discuss Executive Compensation 2022. Both Heather and Ken are senior directors in the firm’s executive compensation and board advisory practice. Join the conversation about the free report using the hashtag #Insight…
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Dan McCrum of the FT joins host Kieran Poole to discuss his book Money Men which tells the extraordinary tale of the Wirecard scandal in 2020. Discover why there were fears of spies, phone hacking, and even the nerve gas Novichok. McCrum also explores whether a similar fraud will happen again in the near future. This episode contains fine Postman P…
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What were the short selling trends of 2022?
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Kieran Poole and Rebecca Sherratt discuss the November edition of Insightia Monthly. The November issue explores how companies can avoid activist engagement with proxy season around the corner as well as the latest in short selling trends around the globe. Remember to get your free copy of The Proxy Voting Annual Review 2022.…
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Who were the key players of this proxy season?
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Kieran Poole is joined by Emmanuelle Palikuca of Alliance Advisors and Insightia's Rebecca Sherratt to discuss The Proxy Voting Annual Review 2022. Emmanuelle is the managing director and head of sustainability advisory at Alliance Advisors. Join the conversation about the free report using the hashtag #PVAR2022 on Twitter and LinkedIn.…
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What did we learn from Diligent's Modern Governance Summit?
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Kieran Poole is joined by Insightia's Rebecca Sherratt and Josh Black for the hundredth episode of Beyond The Boardroom to discuss the October edition of Insightia Monthly. October's Insightia Monthly features an interview with Bluebell Capital Partners reflecting on the Richemont campaign, and guides you through all of the expertise shared at Dili…
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How can companies prepare against activism?
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Christina Bresani of William Blair joins Kieran Poole to discuss how publicly-traded companies can prepare themselves when faced with activist investor action and how to establish appropriate proactive protocols. Remember to get your free copy of our latest report, ESG Activism in 2022.By Diligent, formerly Insightia
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What make political spending resolutions so special?
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Kieran Poole and Rebecca Sherratt discuss the September edition of Insightia Monthly. The September issue explores the universal proxy card and political spending shareholder proposals. Plus, we speak with BlackRock about its new decision to give retail investors the right to choose how their shares are voted.…
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Have we just seen a lull in ESG activism?
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Kieran Poole is joined by Lawrence Elbaum of Vinson & Elkins, Sustainable Governance Partners' Jessica Wirth Strine, and Insightia's Rebecca Sherratt to discuss ESG Activism in 2022. Lawrence is co-chair of the shareholder activism practice at Vinson & Elkins and Jessica is the managing partner and CEO of Sustainable Governance Partners. Join the c…
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Kieran Poole and the team count down the top 10 wildest campaigns of the year so far as featured in August's issue of Insightia Monthly. Who will take top spot? Who will get silver? Who will miss out on a podium place? Listen now and then enjoy a more comprehensive analysis in the magazine. Plus, remember to get your free Half-Year Review 2022 and …
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Michael Levin of The Activist Investor Blog joins Kieran Poole to discuss the universal proxy card, lessons he has learned, and his proudest moments. Remember to get your free copy of our Half-Year Review 2022. Want a guest interview or topic discussed? Tell us here. View all of the products offered by Insightia by visiting our website and follow u…
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Why was the S of ESG prominent this season?
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Kieran Poole is joined by Olshan Frome Wolosky's Ryan Nebel and Elizabeth Gonzalez-Sussman, as well as Insightia's Rebecca Sherratt to discuss The Activist Investing Half-Year Review 2022. Plus, Insightia's Adam Riches tells us about our networking event in New York. Ryan and Elizabeth are members of the firm's activist and equity investment practi…
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Kieran Poole and Rebecca Sherratt discuss the June edition of Insightia Monthly. The June issue explores the relationship between proxy advisers and investor voting, Legal & General Investment Management's ethnic diversity on boards campaign, the growing trend of directors initiating proxy fights this season, and opposition towards "say on pay" pro…
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Kieran Poole is joined by Cas Sydorowitz of Georgeson and Alicia Ogawa of Columbia Business School as well as Insightia's Rebecca Sherratt to discuss our latest report, Shareholder Activism in Asia 2022. Cas is global head of Georgeson and responsible for its global activism and M&A practice, while Alicia Ogawa is the director of the Project on Jap…
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Sanford Lewis of the Shareholder Rights Group joins Kieran Poole to discuss emerging trends among proposals, climate disclosure rules, ESG investing, and the reality of majority voting. Want a guest interview or topic discussed? Tell us here. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn…
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Aeisha Mastagni of CalSTRS joins Kieran Poole to discuss its role in the Engine No. 1 and Exxon Mobil campaign, the path to net-zero, and her proudest moments. Remember to get your free copy of Insightia's Shareholder Activism in Europe 2022. Want a guest interview or topic discussed? Tell us here. View all of the products offered by Insightia by v…
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Why are racial equity audits so popular with investors?
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Kieran Poole and Rebecca Sherratt discuss the May edition of Insightia Monthly. This new-look magazine spans governance, stewardship, and shareholder engagement information. The May issue explores Pershing Square and Canadian Pacific's iconic proxy contest, a decade on, how racial equity audits have taken the proxy season by storm, and features an …
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Kieran Poole is joined by White & Case's Tom Matthews and Sonica Tolani as well as Insightia's Rebecca Sherratt to discuss our special report, Shareholder Activism in Europe 2022. Tom heads up the law firm's European shareholder activism practice and Sonica is a specialist in public company M&A, ECM, and shareholder activism. View all of the produc…
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How does Carson Block go about short selling?
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Carson Block of Muddy Waters Research joins Kieran Poole to discuss how he researches a target company for a short report, the Federal Reserve's increase in interest rates, the Department of Justice's probe into short selling tactics, and lessons he has learned from campaigns that did not go as planned. Plus, why he believes enjoying South Park is …
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What is the SEC's climate policy all about?
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Kieran Poole and Rebecca Sherratt discuss the April edition of Insightia Monthly. This new-look magazine spans governance, stewardship, and shareholder engagement information. The April issue explores how the SEC's new climate policy affects Scope 3 emissions, the evolution of activism in South Korea, and ClientEarth's campaign at Shell. Follow us …
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Film director Bruce David Klein joins Kieran Poole to tell us all about making the HBO documentary Icahn: The Restless Billionaire. We also hear from Insightia's Head of Sales, Adam Riches, about our new website. Make sure to follow us on Twitter and LinkedIn. Want a guest interview or topic discussed? Tell us here.…
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Kieran Poole and Rebecca Sherratt discuss our new-look magazine, Insightia Monthly, which spans governance, stewardship, and shareholder engagement information. The opening issue features the 10 key engagements and trends to look out for this coming proxy season. Follow us on Twitter and LinkedIn. Want a guest interview or topic discussed? Tell us …
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Why should companies disclose diversity data?
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Olivia Knight of As You Sow joins Kieran Poole to discuss racial equity audits, EEO-1 surveys, the Racial Justice Scorecard, and her most challenging moments. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn. Want a guest interview or topic discussed? Tell us here.…
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How will activist investing look in 2022?
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Kieran Poole is joined by Schulte Roth and Zabel's Ele Klein and Marc Weingarten, as well as Insightia's Josh Black to discuss the eagerly anticipated Activist Investing Annual Review 2022. Ele is chair of the firm's M&A and securities group, co-chair of the global shareholder Activism group, and serves as a member of Schulte's executive committee.…
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Jim McRitchie of CorpGov.net joins Kieran Poole to discuss his 2021 review, the upcoming proxy season, and employee ownership. Plus, Jim tells us why we should all be watching Don't Look Up on Netflix. Want a guest interview or topic discussed? Tell us here. View all of the products offered by Insightia by visiting our website and follow us on Twit…
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Welcome to a look back at this year's interviews with guests from our Beyond The Boardroom and special report episodes. It has been a packed year so join Kieran Poole as we journey through the class of 2021. Hear from Artisan Partners’ David Samra, George Michael Gerstein and Sara Crovitz of Stradley Ronon Stevens & Young, D.F. King’s David Chase L…
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Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the December issues of Activist Insight Monthly and Proxy Monthly. Activist Insight Monthly profiles the most prolific law and proxy solicitation firms this year before revealing the winners of our 2021 Adviser Awards. Proxy Monthly looks back at the biggest stories in corporate governance fro…
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This is the second installment of Command Financial's Corporate Compliance Roundtable hosted by Kieran Poole. Every year since 2015, we have gathered industry experts at The Yale Club in New York but, due to the COVID-19 pandemic, we are bringing it to you in the comfort of your own home. Part one featured a panel of inside counsel but this episode…
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