Gladstone Place Partners

Investors like Elliott Management have set their sights on a different kind of Thanksgiving feast this year with new campaigns at manufacturing conglomerate Honeywell and Japan's Tokyo Gas. Plus, Steve Schwarzman gets his turkey fix in sub form as Blackstone takes over Jersey Mike's. https://lnkd.in/dNVQxxF7

Tis' the season for shareholder activism. GPP’s Steven Lipin shared his perspective during a panel discussion last week on recent activist trends at Berkeley Center for Law and Business Fall Forum on Corporate Governance, including activists' savvy use of media and how companies can proactively defend themselves and their directors against activist criticisms. Read more on the panel’s view of defense preparation for 2025 in Law.com

At this year’s Berkeley Forum on Corporate Governance, panelists dove deep into how the universal proxy is making activism personal and why Boards need to break out of the same-old networks. From deal making to Delaware jurists, the conference packed in plenty of insights and surprises. https://lnkd.in/eQp6pckt

With the uncertainty of the U.S. presidential election behind us, both advisors and activists anticipate a surge in M&A activity and activism. As equities trade at all-time highs, we’ll have to see whether activist investors can find cheap targets while closing in on the proxy nomination window season opening. https://lnkd.in/eJ9fAbBf

We're heading to San Francisco ?? Only a few days left to register virtually for The Ninth Annual Berkeley Center for Law and Business Fall Forum on Corporate Governance. Next Wednesday at 12:05 PM Pacific / 3:05 PM Eastern, Steven Lipin will participate in a panel moderated Jamie Leigh alongside panelists Sean Donahue and David Rosewater to discuss all things shareholder activism. We hope to see you in San Francisco! Limited spots available, register here: https://lnkd.in/gVwBRa6

November is buzzing with voting activity, and not just at the polls. A new Glass Lewis report reveals a 57% rise in majority-supported shareholder proposals, while anti-ESG proposals struggle to gain traction. Meanwhile, D.E. Shaw is joining forces with Mantle Ridge to challenge Air Products and Chemicals, the most notable union of an activist "wolfpack" this year. https://lnkd.in/eAx8CgBT

Shareholder activists entered the cafeteria this week with new campaigns against familiar restaurant chains like the Cheesecake Factory and Potbelly, while 13D's Active-Passive Summit gave activists their annual chance to discuss their latest targets in front of investors in New York. https://lnkd.in/ekw6kw_2

We are looking forward to participating in The Ninth Annual Berkeley Center for Law and Business Fall Forum on Corporate Governance, a conference we are proud to sponsor. Attendees will include many distinguished speakers from Berkeley, Delaware, and the legal and investment banking communities. Our CEO Steven Lipin will participate in a panel on November 13 moderated by Jamie Leigh, a partner at Cooley LLP, on how to navigate shareholder activism.?Steve will be joined by Sean Donahue of Paul Hastings to discuss all things activism. We look forward to seeing you in San Francisco! In-person and virtual registration is available here: https://lnkd.in/gVwBRa6. Be sure to listen in! Date: November 13th Time: 12:05 PM PT / 3:05 PM ET #ShareholderActivism #CorporateGovernance #BerkeleyForum #ThoughtLeadership

As Elliott pushes for a special meeting of Southwest Airline shareholders, the activist unveiled a new tactic to?communicate to investors: podcasting. Next week, all eyes in the activism and corporate governance world will be on Tuesday's annual 13D Active-Passive Summit in New York. https://lnkd.in/d5PBUckx

???The Ninth Annual Berkeley Forum on Corporate Governance is a month away! This hybrid event will be held at Convene in San Francisco on November 12-13, 2024. Register now to attend virtually, or DM us to obtain an in-person pass.?The Forum will feature discussions on cutting-edge topics such as AI's role in regulation, shareholder activism, climate governance on corporate boards, board refreshment, the impact of the 2024 U.S. Presidential election on business, and much more.??? ? ?? Register now for panels like "Capital Markets Crystal Ball" with Alan Denenberg,?Partner, Davis Polk & Wardwell LLP, Mike Connor, Managing Director Healthcare Investment Banking, J.P. Morgan, Rizvan Dhalla, Managing Director, Investment Banking Division Morgan Stanley, and David Peinsipp, Partner, Cooley LLP. https://lnkd.in/gU599RvJ #BerkeleyMeansBusiness #CorporateGovernance #BerkeleyForum Our presenting sponsor is Cooley LLP. Sponsors include Berkeley Law Executive Education, Bernstein Litowitz Berger & Grossmann LLP, Davis Polk & Wardwell LLP, Debevoise & Plimpton, Dechert LLP, Fenwick & West, FGS Global, Gibson Dunn@, Gladstone Place Partners, Joele Frank, Paul Hastings, Paul, Weiss, Rifkind, Wharton & Garrison LLP, and Wilson Sonsini Goodrich & Rosati. Contributing Organizations include Latham & Watkins, MacKenzie Partners, Inc., Morris, Nichols, Arsht & Tunnell LLP, PJT Partners, Potter Anderson, Richards, Layton & Finger, SRS Acquiom, Weil, Gotshal & Manges LLP, Young Conaway Stargatt & Taylor, LLP. Ella Heimbrodt Joanne Zhao Delia Violante Angeli Patel Stavros Gadinis Lenique Frazier Kuhu Mathur Silvia Fregoni