Today’s Noise – Whenever you find yourself on the side of the majority, it is time to reform (or pause and reflect)

Today’s Noise – Whenever you find yourself on the side of the majority, it is time to reform (or pause and reflect)

1592 painting of the Pied Piper copied from the glass window of Marktkirche in Hamelin

ESG and Shareholder Rights: how activist investors are shaping the corporate world like never before – The G has always been a part of activism now it is all just captured in a nice little marketing acronym, besides the rest is on the consumer
https://www.lexpert.ca/legal-insights/esg-and-shareholder-rights-how-activist-investors-are-shaping-the-corporate-world-like-never-before/369080

1909 Maxfield Parrish mural of the Pied Piper of Hamelin at the Palace Hotel, San Francisco

Credit Suisse investment bankers bracing for brutal cutbacks – outside of a couple of years with Russia they have never been a real player anyway
https://www.straitstimes.com/business/banking/credit-suisse-investment-bankers-bracing-for-brutal-cutbacks

The rats of Hamelin. Illustration by Kate Greenaway for Robert Browning‘s “The Pied Piper of Hamelin”

How to Beat Hedge Funds at Their Game, According to Baupost Alum – well we definitely agree on managed futures being nothing more than versions of the original tech buys and sells
https://www.bnnbloomberg.ca/how-to-beat-hedge-funds-at-their-game-according-to-baupost-alum-1.1808056

The Pied Piper leads the children out of Hamelin. Illustration by Kate Greenaway for Robert Browning’s “The Pied Piper of Hamelin”

Hedge funds’ edge over the S&P 500 slips in July – awesome, go ahead and buy this rally, I dare you
https://www.lse.co.uk/news/hedge-funds-edge-over-the-sampp-500-slips-in-july-z7up7gpopothg56.html

Lokator, in hat, early 1200’s

Today’s Noise – Whenever you find yourself on the side of the majority, it is time to reform (or pause and reflect)

Compiled by KEVIN GAHWYLER

Kevin Gahwyler has over 28 years of experience in the hedge fund industry in various investment and C-Suite roles. Mr. Gahwyler is currently a Managing Director and Head of Business Development at Meteora Capital, LLC. A SPAC specialist that invests in the entire SPAC ecosphere through both closed-end funds as well as a hedge fund. Prior to joining the firm, Mr. Gahwyler was the COO and Director of Business Development of Measure 8 Ventures Management, LLC. In addition, before Measure 8, he was the President/CFO of Navy Capital Management, LLC. And Chief Operating Officer/Director of Business Development of Twin Securities, Inc. Kevin was also the founder of KenCole Capital. An investment bank boutique specializing in hedge fund structures and marketing and served in senior marketing roles at both Pequot Capital and Sagamore Hill.

Lastly, Kevin graduated from Fairfield University with a B.S. in Biological Sciences. And from Thunderbird School of Global Management with a Masters in International Management.

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