Activism Archives

Activism

Activist Investing Today: Latham's Drewry, Dubofsky on Rising M&A Activism, Exxon Robo-Voting

By Ronald Orol

Published: November 5th, 2025

Latham & Watkins partners Christopher Drewry and Josh Dubofsky, global co-chairs of the firm’s shareholder activism and takeover defense practice, discussed the latest trends in investor insurgencies on the Activist Investing Today podcast with The Deal’s Ronald Orol.

Activism

Activist Investing Today: Barclays' Rossman on Exxon Retail Program, Rising Campaigns

By Ronald Orol

Published: October 24th, 2025

Jim Rossman, global head of shareholder advisory at Barclays, analyzes the effect of an Exxon retail investor voting program as well as record levels of activism.

Activism

Activist Investing Today: Lazard's Couvelier on Retail 'Robo-Voting,' M&A Trends

By Ronald Orol

Published: October 15th, 2025

Lazard managing director Chris Couvelier discusses shareholder activism trends, Exxon's robo-voting program and M&A-driven campaigns.

Activism

Activist Investing Today: Brand Eyes Director Notice Compromises

By Ronald Orol

Published: September 12th, 2025

White & Case's Richard Brand suggests that passive investors, other institutions and academics should develop best practices for corporate bylaws seeking information about an activist's director nominations, as the matter right now is left to the courts to decide.

Activism

AI’s Ability to Predict Proposal Outcomes Signals Sea Change

By Jean Haggerty

Published: September 12th, 2025

With AI expected to permeate every aspect of doing business, its increased use in the shareholder activism sphere is almost inevitable.

Activism

Activist Investing Today: Kobre & Kim's Kim on Samsung, Chaebols, Browder

By Ronald Orol

Published: July 30th, 2025

Kobre & Kim co-founder Michael Kim explains why the environment for activist investing in South Korea is improving, despite structural restrictions, and he discusses his work advising Putin critic Bill Browder.

Activism

Drinks With The Deal: Wachtell's Kirman, Tetelbaum Discuss Mentorship

Published: July 17th, 2025

Wachtell M&A partners Igor Kirman and Lina Tetelbaum discuss the evolution of their mentor-protege relationship over the past 15 years and how it's enriched their practices and their lives.

Activism

Activist Investing Today: Litt Targets REIT CEO Pay

By Ronald Orol

Published: July 3rd, 2025

Real estate activist Jonathan Litt discusses concerns that REIT boards often identify distorted peer groups to justify problematic executive pay, as well as why specific directors at 15 REITs should face vote-no campaigns.

Activism

Activist Investing Today: Lawndale's Shapiro on 'Problem' Boards

By Ronald Orol

Published: June 25th, 2025

Andrew Shapiro, who ran an activist fund for 32 years, discusses how one campaign helped form his investment vehicle and talks about good and bad investor communication policies.

Insights & Analysis

Activist Investing Today: Latham's Drewry, Dubofsky on Rising M&A Activism, Exxon Robo-Voting

Activist Investing Today: Barclays' Rossman on Exxon Retail Program, Rising Campaigns

Activist Investing Today: Lazard's Couvelier on Retail 'Robo-Voting,' M&A Trends

Activist Investing Today: Brand Eyes Director Notice Compromises

AI’s Ability to Predict Proposal Outcomes Signals Sea Change

Activist Investing Today: Kobre & Kim's Kim on Samsung, Chaebols, Browder

Drinks With The Deal: Wachtell's Kirman, Tetelbaum Discuss Mentorship

Activist Investing Today: Litt Targets REIT CEO Pay

Activist Investing Today: Lawndale's Shapiro on 'Problem' Boards

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