Podcast #22 | Mason Morfit: We Can Bring Peripheral Vision to the Boardroom

In this episode, I talk with Mason Morfit, the CEO and CIO of ValueAct Capital, a San Francisco-based activist fund that manages more than $16 Billion on behalf of some of the world's largest institutional investors. Mason is an experienced activist investor and has served on multiple public company boards, including Microsoft, Valeant, Advanced Medical Optics, C.R.

In Ep. 22 of the Boardroom Governance Podcast, Evan Epstein talks with Mason Morfit, the CEO and CIO of ValueAct Capital, a San Francisco-based activist fund that manages more than $16 Billion on behalf of some of the world's largest institutional investors.

Mason is an experienced activist investor and has served on multiple public company boards, including Microsoft, Valeant, Advanced Medical Optics, C.R. Bard, Immucor, MSD Performance and Solexa.

In this podcast Mason discusses the investment thesis of his firm, his distinction between transactional vs transformational shareholder activism, the evolution of boardroom governance in the U.S., ESG and sustainability, investing in the UK and Japan, and more.

You can listen to the episode directly at https://boardroom-governance.com/episodes/mason-morfit (where you can find the episode notes), or wherever you listen to your favorite podcasts such as: Apple Podcasts, Spotify, Google Podcasts or Stitcher.

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Pacifica Global was founded in San Francisco to serve as a leading corporate governance advisory firm. The mission of Pacifica Global is to help founders, executives, directors and investors solve some of their most complex corporate governance conflicts and challenges.