Why 2018 Was Record Year for Shareholder Activism

The video discusses the evolving landscape of activist campaigns, highlighting the influence of M&A activities and the changing nature of activists, including the rise of new hedge funds and private equity involvement. It explores the impact of activism on asset management and corporate strategies, with a focus on trends in Europe and the implications of dual class shares on shareholder power.

What factors contributed to the record level of campaign activity last year?

How have the nature and strategies of activists changed over the past year?

What role do traditional asset managers play in activism compared to hedge funds?

What challenges do companies face with the increasing concentration of shareholder ownership?

How has the scale of activism in Europe changed in recent years?

What are the implications of dual class shares on shareholder relationships?

In what ways do activist campaigns focus on controlling the narrative?