Episodes

  • 2023 Shareholder Activism and Universal Proxy Update with Michael R. Levin, The Activist Investor
    Mar 16 2023

    Activism is once again front and center in the news lately with several high-profile situations taking the spotlight, from Trian and Disney (DIS) to Elliott and Salesforce (CRM). Thus it was timely to sit down with one of the experts in the activist landscape Michael R. Levin, founder of The Activist Investor and experienced board director and investor.

    Michael and David discuss:
    - Refresher on UPC contested shareholder voting
    - How have activist contests been affected since the rule change
    - Settlements vs. voting, what are the trends?
    - Land & Buildings / Apartment Investment contest
    - What are activists doing to take advantage of the new rules?
    - How are companies and boards responding to UPC?
    - What to look out for the rest of 2023? ESG Proponents?

    Learn more about Michael R Levin and the activist investor at The Activist Investor

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    31 mins
  • Managing ESG and Human Capital Risk with AON's Aria Glasgow
    Jan 31 2023

    In the latest episode of Know Who Drives Return we sit down with Aria Glasgow, who leads AON's ESG Advisory practice. In her role Aria helps advise companies understand and prioritize their ESG (Environmental, Social, Governance) risks.

    As ESG continues to become top of mind for corporates, Aria discusses several areas that companies should be concerned about including compensation and incentives, DEI initiatives, the need for better data and reporting, and board oversight.

    Watch the interview at Boardroom Alpha:
    www.boardroomalpha.com/aons-aria-glasgow-on-managing-esg-and-human-capital-risk

    For the full transcript, visit Boardroom Alpha:
    www.boardroomalpha.com/aons-aria-glasgow-on-managing-esg-and-human-capital-risk

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    30 mins
  • Why Board Evaluations are so Important with Korn Ferry's Anthony Goodman
    Dec 5 2022

    Boardroom Alpha's David Drapkin is joined by Korn Ferry's Anthony Goodman a lively discussion on board effectiveness, the SEC's new universal proxy card rules, and more.

    In an era where board scrutiny and accountability are at an all-time high, board evaluations are of the utmost importance. In addition, a renewed focus on the evaluations of individual directors is becoming more front and center, particularly in light of the new Universal Proxy rules.

    Learn more on universal proxy cards: https://www.boardroomalpha.com/univer...

    ** More on Anthony Goodman **
    Anthony Goodman is Senior Client Partner, ESG & Head of Board Effectiveness Practice at Korn Ferry. Form more on Anthony, you can see his profile here: https://www.kornferry.com/about-us/co...

    ** Watch the video or read the transcript **
    https://www.boardroomalpha.com/korn-ferrys-anthony-goodman-on-the-importance-of-board-evaluations/

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    31 mins
  • Getaround's CEO Sam Zaid on Carsharing and Going Public
    Oct 27 2022

    Sam Zaid , CEO of Getaround, is a technology entrepreneur with an engineering background and a 15 year history in startups. Getaround is a peer to peer carsharing company, that Sam founded about 10 years ago to solve the problem of underutilized cars.

    Sam joins David Drapkin on the Know Who Drives Return podcast to discuss the macro trends in car ownership and usage, why the ease of carsharing makes sense, and why they have decided to join the public markets via a reverse merger with InterPrivate II Acquisition Corp. (IPVA).

    See the transcript, investor presentation and more.

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    28 mins
  • Universal Proxy Cards: Okapi CEO Bruce Goldfarb on Who Wins and Who Loses
    Sep 12 2022

    Bruce Goldfarb, CEO of Okapi Partners, joins David Drapkin to discuss the newly implement Universal Proxy Card process. Bruce and David discuss the changes and impacts including:

    • How we got here and overview of changes?
    • Will universal proxy leads to more activism?
    • What it means for individual directors
    • Are there any ESG or DEI implications?
    • Who are the winners and losers?

    Watch the video here: https://www.boardroomalpha.com/universal-proxy-with-bruce-goldfarb-okapi

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    29 mins
  • Ajay Kochar, CEO of Li-Cycle (LICY), Talks Lithium Ion Battery Recycling and EVs
    Aug 24 2022

    Ajay Kochar is the co-founder, President, and CEO of lithium ion battery recycling company Li-Cycle (LICY). An engineering expert in the field, Ajay and his co-founder, Tim Johnston, set out to solve the problem of battery recycling as the proliferation of lithium ion has exploded (in large part thanks to EVs).

    Read more at: https://www.boardroomalpha.com/podcast-li-cycle-licys-ajay-kochar-on-lithium-ion-battery-recycling-and-evs

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    32 mins
  • CDs, DVDs, & Vinyl are Still Big Money with Alliance Entertainment's Bruce Ogilvie & Jeff Walker
    Aug 12 2022

    Boardroom Alhpa's David Drapkin talks to Bruce Ogilvie (Chairman) and Jeff Walker (CEO) from Alliance Entertainment. Both have long history in entertainment distribution industry. Their current company, Alliance Entertainment, has struck a deal to go public via Adara Acquisition Corp. (ADRA). Alliance is a distributor, buying physical entertainment goods from content providers (music companies, gaming companies etc.), and selling to retailers, e-commerce, and even a little D2C. 

    Watch to learn how they aim is to be a one-stop-shop for all things entertainment.

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    30 mins
  • Is Westrock Coffee's CEO Scott Ford Brewing Up a Winning Public Company?
    Jul 28 2022

    Join David Drapkin as he speaks to Westrock Coffee CEO Scott Ford. Westrock Coffee is going public company via a $1.1B deal with Riverview Acquisition Corporation (RVAC).

    ** Watch the video or read the report

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    28 mins