Impactful, sustainable change keeps companies calling A&M
GE's share price has underperformed for years, and CEO John Flannery, who took over from Jeff Immelt in August, has acted fast and made a number of hard choices, in part no doubt because activist investor Trian has a seat on its board.
After slashing GE's profit and cashflow expectations for 2017, and describing its performance as "completely unacceptable", Flannery cut the quarterly dividend payout by 50 percent (a sacred cow for GE investors) and said the company would divest at least $20 billion of businesses to focus on aviation, power and healthcare.
Brad Welsh on Crisis Transformation, AI, and Value Creation
November 14, 2025
Brad shares his perspective on navigating today’s most pressing challenges: leading through crisis-driven transformation, unlocking the potential of generative AI at the boardroom level, and managing costs without compromising long-term value creation.
Brad Welsh on Leadership: From CEO to Boardroom and Beyond
November 14, 2025
In this video, Brad Welsh shares rare and personal insights into the pivotal transition from CEO to board member, a journey that demands a profound shift in perspective and leadership style.
I Feel the Earth Moving Under My Feet: Seismic Shifts in the Music Industry, From DIY Content to Artificial Intelligence
November 11, 2025
A&M Media & Entertainment experts outline trends impacting the economics of the music industry today and provide a view of key actions the major labels and publishers can taken in order to position them to benefit from these seismic industry trends.
FIX–SELL–CLOSE framework: Reshaping Portfolios and Equity Stories in the Chemical Industry
November 11, 2025
The European chemical sector faces mounting challenges: high energy costs, global overcapacity, and tightening regulations have eroded competitiveness and investor confidence. Explore how our FIX–SELL–CLOSE framework can transform challenges into opportunities.
