Pension Fund Calpers Backs Nelson Peltz in Proxy Fight

[ Around 100 hours before the deadline for all Disney shareholders to cast their ballots in the acrid board clash between the Mouse House and activist investor Nelson Peltz, one of the country’s top pension funds just rolled its cannons onto the battlefield. With 6.7 million shares in Disney, the California Public Employees Retirement System … Read more

Jay Rasulo Says “Disney Runs In My Blood”; Former Parks Chief With Activist Investor Nelson Peltz Not Out “To Fire The CEO”

[ Nelson Peltz and Jay Rasulo, who are fighting to get themselves elected to the Disney board against the company’s wishes, said today they’re not out “to fire the CEO.” Peltz of Trian Partners has been publicly bashing the company and Iger for a year. Rasulo hasn’t taken the stage publicly until today as the … Read more

Nelson Peltz Slams Disney From Fox Deal To Sports Streaming JV

[ As Disney’s April 3 shareholder showdown approaches, activist Nelson Peltz has released a more detailed set of arguments against the company’s board of directors, which he calls the “root cause of underperformance” at Disney. In a series of graphs and bullet points coming to over 133 pages, the Trian Partner founder attempt to build … Read more