Lauren Taylor Wolfe –  The Modern Activist Toolkit – [Invest Like the Best, EP.192]

( 28:40)– Boards function setting rewards and goals for management.

( 32:56)– Applying her method in a real-world example.

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Lauren is the co-founder and Managing Partner of Impactive Capital. Prior to establishing Impactive she spent 10 years at Blue Harbour Group, a $3 billion activist financial investment firm. Our conversation is on the modernization of the activist financier playbook– how investors engage with companies to make them better and enhance long term results. We talk about the whole activist toolkit, focuses on what has actually altered the most in recent years.

( 45:11)– What she has found out transitioning business designs.

( 57:48)– Something she doesnt comprehend well today that she wishes she did.

( 40:29)– Businesses that are misinterpreted and what she searches for in that category.

( 18:48)– The levers activists pull: cap structure; capital allotment and operating structure.

( 47:08)– The increase of staff member advocacy.

Follow Patrick on Twitter at @patrick_oshag.

If youre a professional equity financier and havent talked to Canalyst just recently, you must offer them a shout. Find out more and try Canalyst for yourself at canalyst.com/Patrick.  .

( 53:32)– Best methods and practices to interfere with hiring.

Sign up for the book club and new e-mail newsletter called “Inside the Episode” at InvestorFieldGuide.com/ bookclub.

Im likewise really excited to announce a new initiative. After years of building, operating, and investing in software application, we are launching Positive Sum, a new early phase equity investing firm. You can read a bit more at positivesumadvisors.com. Now, please enjoy my conversation with Lauren Taylor Wolfe.

( 10:55)– Potential candidates for what they do.

( 2:31)– (First question)– Her background and how she landed at Impactive Capital.

( 22:00)– Major lessons from earlier in her career.

My guest today is Lauren Taylor Wolfe. Lauren is the co-founder and Managing Partner of Impactive Capital. Prior to establishing Impactive she spent 10 years at Blue Harbour Group, a $3 billion activist financial investment firm. Our discussion is on the modernization of the activist financier playbook– how investors engage with companies to make them much better and enhance long term results. We talk about the whole activist toolkit, concentrates on what has actually changed the most recently.

( 15:24) — How capital allocation has actually developed over her profession.

For more episodes go to InvestorFieldGuide.com/ podcast..

( 26:13)– The issue of dual-class in the space.

( 23:25)– Major changes in Governance as part of the ESG technique.

( 41:39)– How she handles relationships with the boards.

Follow Patrick on Twitter at @patrick_oshag.

( 6:25)– Impactives strategy vs the stereotype of the activist financier.

( 50:02)– What shes seeing in terms of variety and inclusion in board spaces and C-Suites.

( 15:30)– The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success.

Register for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/ bookclub.

( 17:38)– Best capital allowance techniques and mistakes that most companies make.

This episode of Invest Like The Best is sponsored by Canalyst. Canalyst is the leading destination for public business data and analysis..

When it comes to sum of the parts,( 37:40)– What they look for in a company.

( 58:59)– Kindest thing anybody has actually provided for her.

Program Notes.

( 13:26)– How they view the little cap tech world as the space is controlled by huge business.

( 27:35)– Features of a pristine healthy board.

( 29:55)– How she considers the E&S in ESG and how it assists investors.

After years of structure, operating, and investing in software, we are releasing Positive Sum, a new early phase equity investing firm.

Find out More.