Activist Investors: When They Show Up, How They Act, and How to Get Prepared
Activist campaigns in Europe represent approximately 20% of the global market. Activists’ investment strategies depend both on the objectives pursued and on the shareholding structure and corporate governance of the target companies. During the meeting we will examine (i) some of the most relevant activist campaigns targeting Italian and European listed companies, (ii) the engagement strategies currently used by activists, (iii) the forecasts for the next proxy season, and (iv) the possible strategies that can be adopted by Italian companies to prevent activist campaigns or make their success more difficult.
The seminar is part of the Cleary Corporate Breakfast series and took place at the Rome and the Milan offices.