Activist investor Nelson Peltz, the 81-year-old founder of multi-billion dollar hedge fund Trian Partners, published a 133-page presentation on Tuesday laying out what he’d push for if he wins a seat on Disney’s board at its April 3 annual meeting. Peltz owns $3 billion in Disney stock.
A suggested change on the corporate governance side from Peltz is having Disney provide shareholders with numbers on how business unit leaders are compensated. Peltz also wants to revamp Disney’s organizational structure, but acknowledged that it was “impossible to fully understand how to best improve the current structure from the outside.”
When it comes to streaming, Peltz asks for clarity around how Disney plans
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