Ashland Did the Right Thing Settling Proxy Battle, Cruiser's Rosenbloom Says

The transcript discusses the dynamics of activism in corporate governance, emphasizing the importance of good governance and leadership. It contrasts traditional money managers with activist investors, highlighting the need for shareholder alignment. The discussion also touches on potential changes in governance structures, such as universal proxy, and the impact of regulations like Dodd Frank. Finally, it explores investment strategies and market opportunities, particularly in over-leveraged businesses.

What does the speaker suggest about the alignment of shareholders and boards?

In what ways does the speaker believe that knowledgeable shareholders can impact a company?

What is the speaker's perspective on the political will to change corporate governance rules?