Thursday, February 27, 2014

Conference: The Growth of Activist Investing in Europe




While the majority of activist investor campaigns have historically taken place in the United States, the strategy is growing rapidly in Europe, Australia and even Japan. As forecasts continue to point to a weakening in the European equity markets, US activist investors are starting to eye European companies with more frequency. The mainstream press has extensively covered campaigns against large well-known companies like Dell, Apple, Microsoft, Sony and Yahoo, but much of the recent growth in activist stocks has been in the small-cap sector.   

The Growth of Activist Investing in Europe, taking place June 2 in London, prepares public company management so they understand what may attract an activist to target their company, what to expect if they become the object of an activist campaign, and how to respond.  

Visit www.ActivistInvestingEurope.com or call (631) 664-1311 for information.

Sunday, February 23, 2014

FREE Weekly Activist Investing Research

Hedge Fund Solutions issues free activist investing research every Monday examining the companies targeted by activists during the previous week.

To subscribe go to  http://www.hedgerelations.com/research.html.  
For information about additional activist investing research contact Damien Park

CATALYST EQUITY RESEARCH REPORT
WEEK ENDING FEBRUARY 21, 2014

SYMBOL
COMPANY
INVESTOR
ALCS
Alco Stores, Inc.
Concerned Alco Stockholders
ANF
Abercrombie & Fitch
Engaged Capital
ARIA
Ariad Pharmaceuticals
Sarissa Capital
BKS
Barnes & Noble
G Asset Management
CNO
CNO Financial Group
Paulson & Co
CPWR
Compuware Corporation
Elliott Associates
CWH
CommonWealth REIT
Corvex/Related
DGIC A/B
Donegal Group
Gregory Shepard
DRI
Darden Restaurants
Starboard Value
DST
DST Systems
George Argyros
FRX
Forest Laboratories
Carl Icahn
IPDN
Professional Diversity Network
Ronald Chez
JOSB
Jos. A. Bank’s
Eminence Capital
NTRI
NutriSystems, Inc.
Clinton Group
PEP
PepsiCo, Inc.
Trian Fund
PRXI
Premier Exhibitions
Sellers Capital
PTRY
The Pantry, Inc.
JCP Investment/Lone Star Value
SIG
Signet Jewelers
Corvex Management
TDS
Telephone & Data Systems
GAMCO Investors
USAK
USA Truck
Stone House Capital
VITC
Vitacost.com
Consac, LLC
VOLC
Volcano Corporation
Engaged Capital
WPP
Wausau Paper
Starboard Value
XWES
World Energy Solutions
Ardsley Partners

Friday, February 21, 2014

Activist Investing Seminar - NYC



infovest21 logo
The New Breed of Activist Investor   

Afternoon Seminar + Reception
February 24, 2014
New York, NY

Where:

Princeton Club
15 West 43rd Street
New York, NY 10036

 
When: 

Feb 24, 2014 

4:00 pm  - 6:00 pm Seminar
6:00 pm - 7:00 pm Reception

Cost:

$50 On-line registration
$100 At the door registration

Complimentary to qualified news provider subscribers 
  
To register, contact:

Johnathan Lugo
Infovest21
212-686-6440

or register online here   
With activist investors generating large gains in 2013, other managers are examining the strategy in detail. This seminar will help other managers decide whether they should pursue this course and what they need to do so.

Overview of the activist space
  
Jared Landaw, Barington Capital Group

How and when does a manager assemble a team if he wants to go activist
  • What works - common themes among successful activist campaigns
  • What are the pitfalls to avoid
Chris Davis, Kleinberg, Kaplan, Wolff & Cohen
Scott Winter, Innisfree M&A

Institutional Investor Viewpoint
  • How institutional investors are getting more involved in activist investing
  • what they look for before getting involved
  • what approaches can they take
  • what has worked best
  • management vs activist manager
Stephen Brown, TIAA-Cref

Manager  war stories

An activist investor will share his approach to activist investing. He  will discuss:
  • what they look for
  • what they avoid
  • what makes a good activist target
  • at what point do they decide to turn from working behind the scenes with a company to going more public with respect to an activist investment
  • how do they decide which levers to use
  • what lessons have they learned being an activist investor.
James Mitarotonda, Barington Capital Group 

An activist will discuss five different categories that targets fit into and provide appropriate examples.
  • Poor executive management
  • Strategic and operational issues
  • Bad division masking a good division
  • Company needs to be sold
  • Wrong capital structure
Eric Rosenfeld, Crescendo Partners
 
   
Cost:

$50 On-line registration
$100 At the door registration 
Complimentary to qualified news provider subscribers 



Sponsored by
 
Note: Business attire required

Questions? Contact: 

Johnathan Lugo
Infovest21
212-686-6440