CNBC Exclusive: David Faber sits down with Blue Harbour Chief Executive Officer Cliff Robbins
Cliff Robbins, founder and chief executive officer of Blue Harbour Group LP, discusses M&A and activism.
Blue Harbour Group CEO Cliff Robbins discusses where he sees opportunities in today’s market.
Cliff Robbins, founder and chief executive officer of Blue Harbour Group LP, talks about the shareholder activism and the benefits of share buybacks by companies. Robbins speaks with Stephanie Ruhle and Erik Schatzker at the Milken Institute's 2015 Global Conference in Beverly Hills, California, on Bloomberg Television's "Market Makers."
Following recent developments at Dow Chemical Cliff Robbins, Blue Harbour Group founder and CEO, discusses the general idea of dual paymasters for board members.
Cliff Robbins, Blue Harbour Group founder & CEO, explains how buybacks can create a ton of stockholder value. Martin Franklin, Jarden executive chairman, weighs in.
Shareholder activism has been gaining traction as key activist investors exert positive influence by pressing management teams to improve operational efficiency, invest capital in undervalued shares and pursue creative initiatives to maximize returns. These investors saw tremendous asset inflows in 2013 and far outpaced their hedge fund peers' performance in recent years. A structural shift in the corporate governance landscape has supported this trend, providing even smaller shareholders with an outlet to influence and be heard by management. The panel delves into the fine points of investor engagement and unlocking value with top players in the field.
Feb. 6 (Bloomberg) -– Blue Harbour Group CEO Cliff Robbins discusses the rise of activism with Stephanie Ruhle and Erik Schatzker on Bloomberg Television's "Market Makers." (Source: Bloomberg)
Cliff Robbins, Blue Harbour Group CEO, focuses on investing in management teams that want to win. Look at companies with inefficient balance sheets, he says.
A lot of what we do is computer network defense, says Kenneth Asbury, CACI International president & CEO, explaining how his company works to provide information solutions for the U.S. government.
Most companies are intrigued when we first approach them about unlocking value, says Cliff Robbins, Blue Harbour Group, discussing how he approaches companies as an activist shareholder. And Peter Weinberg, Perella Weinberg Partners, weighs in.
Interview with Blue Harbour founder Cliff Robbins.
Cliff Robbins, Blue Harbour Group founder and CEO, reveals where he is finding high quality, undervalued companies.
Scott Ostfeld, a partner at Jana Partners LLC, Clifton Robbins, founder and chief executive officer of Blue Harbour Group LP, Thomas Sandell, chairman and CEO of Sandell Asset Management Corp., and Peter Schoenfeld, CEO and chief investment officer at P. Schoenfeld Asset Management LP, participate in a panel discussion about activist investing. Bloomberg's Dominic Chu moderates the panel at the Bloomberg Link Hedge Funds Summit in New York.
Discussion of Ira Sohn Conference Picks
Clifton Robbins, chief executive officer of Blue Harbour Group LP, talks about the outlook for merger and acquisition activity and investor activism. Robbins speaks with Erik Schatzker and Sara Eisen on Bloomberg Television's "Market Makers."
Shareholders are demanding more from managements and boards - not just as overseers, but in an effort to increase the value of the enterprise. Amidthe backdrop of record-low interest rates, pent-up M&A demand and stacks of cash on corporate balance sheets, these activists are being backed by new capital. In addition, more companies are working with activist investors to identify opportunities to create and unlock substantial shareholder value. This panel explores the recent rise in investor engagement and its impact on all stakeholders.
Discussing activist investing and the metrics a company must possess in order to decide whether to get involved, with Peter Weinberg, Co-Founder, Partner & Head of Corporate Advisory, Perella Weinberg Partners.