◆ Contrarian Corpus
Campaigns / Elliott Management → Arconic Inc.
Elliott Management vs. Arconic Inc.

Arconic Inc. · ARNC

2 decks published between 2017-04-11 and 2017-04-20 — 340 pages, 336 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2017-04-11 proxy fight

    2017 04 Elliott Arconic Presentation April 2017

    336pp · full_deck

    Arconic's CEO Kleinfeld is the worst-performing continuously tenured S&P 500 CEO; removing him and the board closes the PCC margin gap and re-rates the stock.

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  2. 2017-04-20 proxy fight

    2017 04 ex1dfan14a10168012_04202017

    4pp · letter

    Arconic CEO Kleinfeld's veiled-extortion letter to Paul Singer forces his ouster; Elliott demands independent investigation, removal of complicit directors, and protection from whatever scheme Kleinfeld set in motion.