Listen "Why are SPACs now activist targets?"
Episode Synopsis
Kieran Poole, Jason Booth, and Rebecca Sherratt discuss the November issues of Activist Insight Monthly and Proxy Monthly. Activist Insight Monthly explores the use of SPACs by activists to make acquisitions, as well as them becoming targets for activists - both long and short. Plus, we profile Kimmeridge Energy, explore Blackwell Capital's campaign at Monmouth Real Estate Investment, Viceroy Research shorting German real estate Adler Group, and why, with activist interest in the insurance sector picking up, conglomerate Alleghany appears increasingly vulnerable to activism. Proxy Monthly sees investors debate whether Scope 3 emissions reporting should form part of mandatory climate-related disclosure, and we hear from Invesco about the growing pressure on boards to feature sufficient diversity. Remember to get your free copy of the Proxy Voting Annual Review 2021 which provides a definitive summary of trends in institutional investor stewardship. View all of the products offered by Insightia by visiting our website and follow us on Twitter and LinkedIn.
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