Customs Street Advisors

In this excellent presentation, Catherine Crofton of Q4 Web Systems shares best practice ideas for investor relations websites. The presentation can be watched here.

The Winter 2009 edition of Rotman School of Management’s magazine contains several thought-provoking essays on wicked problems, that is, problems that defy conventional analytical problem solving models.

Engaging and insightful webinar on Social Media and Investor Relations Trends presented by Darrell Heaps, CEO of Q4 Web Systems.

Shareholder bitterness at poor lending decisions was manifest when Gary Keogh, a shareholder at the Allied Irish Bank threw eggs at the board members at its 2009 AGM. 

John Varley, Group CEO of Barclays, discusses 2008 results with group finance and financial risk directors Chris Lucan and Robert Le Blanc.

On September 7, 2009, Kraft Foods announced its intention to pursue a $16.7 takeover of Cadbury, the confectionery company. Cadbury has rejected the offer.

Kraft Foods’ proposal can be read here. The company also issued a ‘factsheet’ on what the combined company would look like.

Cadbury’s response to Kraft can be read here.

A good summary of the offer can be read on the New York Times site.

Both companies have since released additional documents and video interviews supporting their positions.

The Kraft Foods offer microsite is here, while the Cadbury microsite is here.

In this video, Irene Rosenfeld, CEO of Kraft Foods explains the rationale for the transaction.

At the September 2009 Sanford Bernstein Strategic Decisions Conference, Todd Stitzer gave a presentation and later, held a Q&A session with analysts to explain Cadbury’s decision to stay independent. The slides and audio are below.

Audio of presentation:

Audio of breakout session with analysts:

In the following videos, Todd Stitzer, CEO and Andrew Bonfield, CFO of Cadbury discuss the company’s H1 results.

Cadbury’s H1 2009 results presentation can be viewed below.

The company’s investor factsheet can is here.

In these juxtaposed presentations, Target Corporation, the US retailer, and Pershing Square Capital Management, which owns 7.9% of the retailer, each state their case for their slate of directors at the company.

The webcast of the event, which is made available courtesy of RiskMetrics, can be downloaded here:

Target Corporation - Pershing Square Capital Management Proxy Contest - May 14, 2009.

After downloading the folder, install the WebEx Recording Editor to view the .WRF file (webcast).

In addition, Steven M. Davidoff has written an excellent analysis of the proxy context (Target Challenge, March 31, 2009) in The New York Time’s Deal Professor section.