Gene Lee
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- Goldman Sachs25 min
Michelle Gass, Gene Lee, and Jide Zeitlin
Michelle Gass, Gene Lee, Jide Zeitlin, G.J. Zeitlin, David
Executives G. Day Zeitlin, Michelle Gass, and Gene Lee led corporate responses to the George Floyd protests by prioritizing employee vulnerability and acknowledging systemic diversity gaps across Tapestry, Kohl's, and Darden. These leaders adapted their operational strategies to address the pandemic by accelerating digital adoption, rejecting third-party delivery aggregators, and implementing safety protocols that rely on community ecosystem thresholds. Their combined efforts emphasize shifting diversity initiatives from mere statistics to cultural change while ensuring frontline managers can foster inclusive environments in rapidly evolving retail and restaurant landscapes.
- Milken Institute1h 0m
How Activist Investing Is Reshaping the Boardroom: A New Dawn for Corporate Governance?
David Faber, Gene Lee, Raymond J. McGuire, Clifton Robbins, Anne Sheehan, Jeffrey Smith
CalSTRS leverages its $189 billion portfolio to co-invest with specialized activist managers like Starboard Value and Blue Harbor, prioritizing deep due diligence and long-term governance engagement over distinct asset classification. The discussion highlights the Darden Restaurants case study as a paradigm for successful collaborative intervention, where board turnover and a jointly developed five-year plan drove superior cash-flow outcomes while avoiding costly proxy fights. As institutional investors increasingly demand internal self-introspection and director equity alignment, the event projects a future where activism remains a permanent governance feature driven by mid-cap opportunities and shareholder pressure on capital allocation.