Order Rise of the Activist Investor Today

Your Handbook on Leading Sustainable Corporate Change as an Individual Activist Investor

John has more than 29 years of leadership experience in both emerging businesses and mature, established organizations. He started his career designing and developing financial applications at Merrill Lynch and KPMG Peat Marwick.

John transitioned from developing technology into sales and marketing while leading the financial services vertical for Sybase. John was a member of the senior leadership teams for several startups culminating in an IPO and packaging 2 other firms for their sale. He returned to Merrill for several years and until its acquisition in 2008. He held North American leadership positions at Oracle for over 8 years. He was the president of a private FinTech firm and held C-level customer facing roles at publicly traded InsureTech and FinTech firms.

John was inspired to become an author for his 3 daughters. His daughters are part of the Emerging Wealth Class who have solid careers and are interested in growing their wealth. They were not prepared in school for investing. Like many of their friends who are in the emerging wealth class, they lived through social movements, are socially conscious, and want their investments to reflect their values.

The Emerging Wealth Class will inherit an estimated $30 to $68 trillion in the expected Great Wealth Transfer when their aging parents die and transfer their accumulated wealth to their adult children. That wealth has an enormous power to change companies and how they behave.

What happens if a company that you think is a good investment does not align with your values, or worse, you’ve invested in them and the company turns away from your values. How about companies that you believe are excessively paying their executives at the expense of their workforce? How can you change the direction of these companies?

The Great Wealth Transfer in the hands of socially conscious investors will give rise to an activist investor movement.