This podcast episode explores the world of shareholder activism and the evolving dynamics of corporate governance. The guest, Patrick Gatson, shares his experiences as a shareholder activism defense practitioner and discusses the different strategies and tactics employed by activists. The episode also delves into the influence of proxy advisors, the rise of ESG-focused campaigns, and the impact of institutional investors on activism. Additionally, Gatson highlights the importance of shareholder activism preparedness and building trust between management and activists. Through personal anecdotes and book recommendations, the episode provides valuable insights into the world of shareholder activism and the key factors that shape its outcomes.
