I spent the first half of this week at the NIRI annual conference in Orlando. While pulling a coherent theme together from the myriad of panels and conversations is difficult, I thought it would be worth putting some of my thoughts together both for those unable to attend and for those looking for a written record!
As you might expect, activism was not exactly given a glowing review from the investor relations community. But there was a rough consensus that activism having a galvanizing influence on companies – for instance, putting their shareholder engagement on a more strategic basis and forcing them to draw up capital allocation policies for the first time.
On the panel I spoke on, Raging Capital Management’s...
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