Upcoming Events
Lecture Series in Investor Activism
David Batchelder
Relational Advisors LLC
Quentin Koffey
Politan Capital Management
Jay Winship
Pacific Point Capital
WHEN: Monday, April 25
2:30-4:00 PM - Reception
4:00-6:00 PM - Program
WHERE: Conrad Prebys Aztec Student Union
REGISTRATION: $45 Early registration* $65 Full registration** $10 Current SDSU students
*Early registration paid on or before April 15, 2022
**$15 discount on Full Registration for SDSU Alumni and members of CFA, CDF, and Society for Corporate Governance.
Refunds not available after April 15, 2022
Past Public Events
Microsoft, Rolls-Royce, Morgan Stanley, KKR
ValueAct has been there, engaging in its own form of constructive activism: taking stakes, building relationships, and serving on boards while driving earning skyward. Leading a new trend in 2018, they established the ValueAct Spring Fund, intended to focus public companies on Environmental, Sustainability, and Governance initiatives, and invested in energy producer AES, with a goal of increasing its production of clean energy. David A. Katz, of Wachtell, Lipton, Rosen & Katz, discussed these corporate interventions with ValueAct partner Allison Bennington, giving us a rare view behind the scenes with a leading–and very successful–activist investor.
Allergan, Chesapeake, Hertz, Chipotle–All companies under fire that sought out the expert counsel of respected New York attorney David A. Katz, of Wachtell, Lipton, Rosen & Katz. Mr. Katz discussed the current Wall Street perspective on the nexus of companies reaching out to engage shareholders as activist shareholders continue to reach in to improve the performance and corporate governance of their targeted companies.
David Katz (l.) and Paul Tosetti (r.) query Allergan Inc. Chairman Mike Gallagher and CEO David Pyott at the 2016 The Allergan Intervention: A Company Fights Back event.
Relational Investors founder David Batchelder (r.), discusses recent events at Home Depot with Turnaround Chairman and CEO Frank Blake (l.), in February 2015, at The Home Depot Turnaround: The Inside Story event, part of CGI’s David Batchelder Lecture Series in Investor Activism.
Relational Investors Founder David Batchelder with CGI Director Lori Ryan, at the June 2014 David Batchelder Summer Lecture in Investor Activism
Lessons Learned from Relational Investors Founder David Batchelder
CGI hosted the "Shareholder Interventions of the Year" event in January 2014, with panelists (l to r) CVS Caremark Chairman Dave Dorman, Relational Investors founder and event host David Batchelder, Chesapeake Energy Chairman Archie Dunham, and Hewlett-Packard Chairman Ralph Whitworth, shown here with CGI Director Lori Ryan.
David Batchelder, co-founder of Relational Investors, spoke at the first CGI David Batchelder Lecture in Investor Activism event in June 2013, here with CGI Director Lori Ryan
Director Giles Bateman, CEO Susan Salka, and Investor Glenn Welling joined visiting scholars on a CGI public panel at SDSU in April 2011.
2009 Post Conference Materials
SDSU CGI Research Event Bibliographies
- Accounting Bibliography (2009 doc)
- Finance Bibliography (2009 doc)
- Law Bibliography (2009 doc)
- Management Bibliography (2009 doc)
CGI Research Event Powerpoint Presentations
- Accounting Presentation (2009 ppt)
- Finance Presentation (2009 ppt)
- Law Presentation (2009 ppt)
- Management Presentation (2009 ppt)
2008 Post Conference Materials
SDSU CGI Research Event Bibliographies
- Accounting Bibliography (2008 pdf)
- Finance Bibliography (2008 pdf)
- Law Bibliography (2008 pdf)
- Management Bibliography (2008 pdf)
CGI Research Event Powerpoint Presentations
Past Scholarly Events
Eleven professors and doctoral students from six countries met in Sydney, Australia, for the 10th Annual Corporate Governance Research Workshop in June 2014. Left to right: CGI Director Lori Ryan; Rosemary Sainty, UTS Business School, Australia; Jill Brown, Bentley University, USA; Marco Minciullo, Università Cattolica del Sacro Cuore, Italy; Sara Morris, Old Dominion University, USA; Steve Brammer, University of Birmingham, UK; Jared Peifer, College of New York, USA; Gwenael Roudaut, Ecole Polytechnique, France; Pushpika Vishwanathan, Rotterdam School of Management, The Netherlands; Andrew Millington, University of Bath, UK; Kathy Rehbein, Marquette University, USA
Teamed with Brock University, CGI gathered scholars from five countries to discuss their research into “Responsible Corporate Governance Principles Worldwide,” Niagara Falls, ON, May 2013
CGI hosted the 21st Century Corporate Governance scholarly colloquium with researchers from four countries, San Diego, April 2011
CGI co-hosted the “Corporate Governance: New Theories, Trends, and Evidence” scholarly colloquium with the University of St. Thomas, Houston, TX, April 2009