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Favorite Equites: Peltz, Ubben, Bronses, Klabin and Herro

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Favorite Equites: Peltz, Ubben, Bronses, Klabin and Herro

Today, the Invest for Kids Conference took place in Chicago. 100% of the revenue raised is given to charity. Additionally, some famous speakers were there. Nelson Peltz, Steve Romick, Jeff Uben, Sam Zell, Kyle Bass, Steve Mandel, David Herro and many others. We will be posting more so come back and check,  below is some of our preliminary notes courtesy of Charles Bossart from Grizzly Rock Capital.

Nelson Peltz - Trian Partners

Idea: Groupe Danone SA (EPA:BN) (PINK:DANOY) (French co.)
    • Trian starts on income statement, as opposed to other activists that focus on the balance sheet.
    • work with management and boards to turn around under performing companies
    • likes food...

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