Episode 16 of The Slarskey Brief is LIVE – Activist Investing: The Insider Word
June 1, 2026
Episode 16 of our podcast, The Slarskey Brief, is now live on YouTube, Apple Podcasts, and Spotify.
In this episode, “Activist Investing: The Insider Word,” Partner Evan Fried and Associate Nicole Santoro are joined by Michael Levin of The Activist Investor and Joshua Horowitz of Palm Global Small Cap Fund.
Highlights from the conversation include:
- Real-world perspectives on activist investing, with a focus on micro caps and small cap companies: why overlooked assets can provide outsized opportunities through focused governance engagement
- How today’s activists approach “suggestivism” versus confrontation, including why private, constructive dialogue with boards often leads to better outcomes for investors and companies alike
- A deep dive into Rule 14a-8, the SEC’s shifting posture on shareholder action proposals (especially ESG topics), and the practical impact on activist campaigns and boardroom dynamics
- The emerging trend of “D-Exit”—companies reconsidering their Delaware domicile in favor of Nevada, Texas, or even the Cayman Islands—and what this means for predictability, boardroom strategy, and investor rights
- The role of activist techniques in distress and bankruptcy situations: how timing, legal process, and regulatory structure shape the unique risk-reward of turnaround investments
- Predictions for the future of activism: consolidation in the small cap public market, pressures on the economics and governance of being a public company, and the increasing use of creative, hands-on strategies to unlock value
Click on the following links to view the video recording on YouTube, or to access the audio recording on Spotify or Apple Podcast.
