Inside the Boardroom: Corporate Governance, Activism & Proxy Contests

Watch Andrew Walker, Portfolio Manager at Rangeley Capital and host of Yet Another Value Podcast, for a compelling conversation with Dennis Chookaszian, veteran board director and Adjunct Professor at the University of Chicago Booth School of Business, as they explore what investors need to know about corporate governance, activism, and evaluating proxy contests.

With experience serving on over 100 boards, including 13 public companies and institutions like the Chicago Mercantile Exchange, Dennis offers a rare, firsthand perspective from inside the boardroom.

What You'll Learn:

• How to evaluate board composition and the strengths of individual directors
• What typically happens when activists or investors reach out to a board
• How ISS and Glass Lewis assess contested situations and competing narratives
• What makes an activist pitch compelling — or ineffective
• Real-world insight into scenarios like HG Vora's current campaign at Penn Entertainment

Watch it on demand now and hear directly from someone who's been in the room.