Virtual

Webinar link available upon registration

NIRI Members: Free

Shareholder activism is evolving quickly, with issuers facing pressure from both established activists and a growing number of new entrants. While well-known activists continue to launch campaigns at a rapid pace, first-time activists can be harder to identify, less predictable, and more willing to escalate. At the same time, the use of derivatives and swaps can obscure economic exposure, making it more difficult for companies to understand who is building influence and why.

Join us as our speakers discuss how issuers can better detect activist activity, evaluate potential risks, and prepare for engagement when an activist investor reaches out.

Key Takeaways

•Understand the evolving activist landscape: Learn why both established and first-time activists require attention, and how an activist’s identity, history, and tactics can shape the company’s response.

•Identify hidden ownership and accumulation strategies: Explore how derivatives, swaps, and other instruments may be used to build economic exposure and complicate visibility into activist positions.

•Build a proactive engagement framework: Discuss whether to accept a call or meeting with an activist, who should be involved, and how issuers can prepare while maintaining control of the corporate narrative.