Led by:  Emilie Feldman, Michael L. Tarnopol Professor, Professor of Management, The Wharton School

When three corporate icons—General Electric, Johnson & Johnson, and Toshiba—recently announced plans to break themselves up into pieces, it made headlines everywhere. But is this a coincidence or a trend—and does it mean we are witnessing the end of the modern-day conglomerate? This session will consider the potential for value creation—and value destruction—in complex, multi-business portfolios, as well as provide insights into which types of companies are being targeted by activist investors and what strategies managers can pursue to reduce market undervaluation.

November 10, 2022