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Fireside Chat with ValueAct Capital
This forum will present an exclusive fireside chat with Mason Morfit, Co-CEO and Chief Investment Officer of ValueAct Capital, a global leader in activist investing.
In a one-on-one conversation moderated by Dhruv Maniktala, Chief Investment Officer at True North Advisors, Mason will share his views on the evolving role of shareholder activism, the current state of equity markets, and the disruptive impact of artificial intelligence on technology companies.
Widely regarded as one of the most dynamic and influential voices in the investment community, Mason has earned a reputation for driving meaningful strategic change at many of the world’s most prominent companies. His perspective will offer attendees both timely market intelligence and a rare, behind-the-scenes look at how engaged investors can shape corporate direction and create long-term value.
Meet Our Speakers
Mason Morfit
Co-CEO and CIO
ValueAct Capital
Mason Morfit is a Partner, co-Chief Executive Officer and Chief Investment Officer of ValueAct Capital, a governance-oriented investment fund with over $10 billion in assets under management. ValueAct Capital invests in a concentrated portfolio of 10-15 companies and works constructively to help recruit executives, develop business strategies, optimize capital structures and execute mergers & acquisitions. The partners at ValueAct Capital have served on the Boards of Directors of 47public companies. The firm also has the flexibility to execute going-private transactions for 100% control in select circumstances.
Mr. Morfit is a director of Salesforce, where he serves on the Transformation Committee. Mr. Morfit has previously served as a director of Microsoft Corporation, Valeant Pharmaceuticals International, CR Bard, Inc., Immucor, Inc., Advanced Medical Optics, Solexa, Inc. and MSD Performance, Inc.
Mr. Morfit has lectured on issues of corporate governance and executive compensation at Stanford Law School’s Director’s College, the Graduate School of Business at Stanford University, and the Haas School of Business at the University of California, Berkeley. In addition, Mr. Morfit is a member of the Advisory Council for Princeton University’s School of Public and International Affairs. He has a B.A. in political economy from Princeton University.
Dhruv Maniktala, CFA
Chief Investment Officer
True North Advisors
Dhruv Maniktala is the Chief Investment Officer at True North Advisors & Western Alternative Strategies and has over two decades of experience in the investment industry, spanning both public and private markets. Dhruv manages the initiatives of the Investment Team across traditional and alternative investments, including private equity, energy, real estate, and hedge funds. He also leads the Investment Committee at the firm.
Dhruv received his Bachelor of Technology in Mechanical Engineering from the globally renowned Indian Institute of Technology (IIT) that counts the CEOs of Google and Twitter, among others, as its graduates, and attended the University of Georgia on a full scholarship where he earned his MBA and majored in Corporate Finance, Investments and Quantitative Analysis.
Dhruv is a Chartered Financial Analyst (CFA®) Charterholder and a member of the CFA Society of Dallas/Fort Worth. He serves on the RIA Advisory Board of Research Affiliates and is on the Investment Committee of IFG.
Fort Worth Investment Symposium
Tel. 817-935-8220
3100 W 7th Street, Ste 330
Fort Worth, Texas 76107
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