Shareholder Activism Summit NYC | January 30th, 2025

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AGENDA

8:00-9:00 AM | Registration and Networking Breakfast

9:00-9:05 AM | Welcome Remarks
Christopher P. Skroupa, Founder & CEO, Skytop Strategies

9:05-9:45 AM | Fireside Chat
Battle for the Boardroom: How Empowered Lawyers and The Poison Pill Revolutionized Corporate Governance
Host:
Expert Panelists:

9:45-10:15 AM | Keynote Presentation
Topic TBA
Presenter:

10:15-10:55 AM | Panel Discussion
Board Nominations: Activist Scorecard in Blocking CEO Driven Goals
Moderator:
Panelists:

Sebastian Alsheimer, Partner and Co-Head of Shareholder Engagement & Activism, Wilson Sonsini Goodrich & Rosati
Jared Landaw, Former SVP, General Counsel and Corporate Secretary, Carrols Restaurant Group, Former COO and General Counsel, Barington Capital Group, Adjunct Professor, Syracuse University College of Law

10:55 - 11:10 PM | Networking Break

11:10-11:50 AM | Panel Discussion
NYSE Proposed Rule Change for Closed-End Funds:  Annual Shareholder Meeting Requirement 
Moderator:
Panelists:

Phil Goldstein, Principal, Bulldog Investors

11:50 AM-12:30 PM | Panel Discussion
Activism and ESG: What's Working in Today's Environment 
Moderator:

Josh Black, Editor-in-Chief, Diligent Market Intelligence
Panelists:
Freddie Pletcher, Partner, Borden Lader Gervais

12:30-1:30 PM | Networking Luncheon

1:30-2:10 PM | Panel Discussion
Proxy Case Stories: Disney, Macy’s and Financial Companies
Moderator:
Michael R. Levin, Independent Activist Investor, Founder of The Activist Investor, and Skytop Contributing Author & Host of “The Activist Investor”, SkytopTV Talk Show Series
Panelists:
James Mitarotonda, Chairman, President & CEO, Barington Capital Group
Bob Marese, President, MacKenzie Partners, Inc.

2:10-3:10 PM | Panel Discussion
Activist Targets: How to Stay Off of an Activist’s Radar
Moderator:

David A. Katz, Partner, Wachtell, Lipton, Rosen & Katz
Panelists:

Eric Rosenfeld, CEO, Crescendo Partners
Kelly Sullivan, Partner, Joele Frank
Jeffrey Neuman, Senior Vice President, General Counsel and Corporate Secretary, Tronox, LLC (unconfirmed)
Charles Elson, Founding Director of the John L. Weinberg Center for Corporate Governance, Edgar S. Woolard Jr. Chair of Corporate Governance (retired), University of Delaware and Executive Editor, Directors & Boards Magazine

3:10-3:50 PM | Panel Discussion
Topic TBA
Moderator:
Panelist:

Jeremy Fielding, CEO, Kekst CNC

3:50-4:05 PM | Networking Break

4:05-5:05 PM | Panel Discussion
Evaluating Board Candidates in an Activist Context: Vetting and Due Diligence
Moderator:
Nick Graziano, Partner, 2717 Partners, and Skytop Contributing Author & Host of “Inside the Corporate Boardroom”, SkytopTV Talk Show Series
Panelists:

Tim Ring, Senior Vice President & Corporate Secretary, MetLife
Venita Fields, Board Director, Superior Group of Companies (NASDAQ: SGC) and four private companies, and Partner, Pelham SK2 Advisors
Julian Grijns, Managing Director, Forensic Investigations and Intelligence, Kroll Associates
Jeff Korn, Chief Executive Officer | Executive Chairman of the Board of Directors, Crexendo

5:05-5:35 PM | Fireside Chat
The Activist Investor: The Evolution of Today’s Activist Investor
Interviewer:

John Glenn Grau, President & CEO, InvestorCom
Interviewee:

5:35-6:05 PM | Exclusive Interview
Case Story: TBA
Interviewer:
Nick Graziano, Partner, 2717 Partners, and Skytop Contributing Author & Host of “Inside the Corporate Boardroom”, SkytopTV Talk Show Series
Interviewee:
M. Shan Atkins, Board Director, Head of Audit Committee, Various Boards

6:05-6:50 PM | Fireside Chat
TBD
Discussants:
Jay Clayton, Former Chair, SEC, Senior Policy Advisor, Sullivan & Cromwell, and Board Director

6:50-6:55 PM | Closing Remarks

6:55-8:00 PM | Network Reception

SPEAKERS

DELEGATES

 

Venita Fields
Board Director,
Superior Group of Companies (NASDAQ: SGC)
and four private companies
Partner, Pelham Sk2 Advisors
Chicago, IL

David A. Katz
Partner
Wachtell, Lipton, Rosen & Katz
New York, NY

Jeffrey Neuman
Senior Vice President,
General Counsel and Corporate Secretary
Tronox, LLC
Stamford, CT

Tim Ring
Senior Vice President & Corporate Secretary
MetLife
New York, NY

Sebastian Alsheimer
Partner and
Co-Head of Shareholder Engagement & Activism
Wilson Sonsini Goodrich & Rosati
New York, NY

Kelly Sullivan
Partner
Joele Frank
New York, NY

Bob Marese
President
MacKenzie Partners, Inc.
New York, NY

Phil Goldstein
Principal
Bulldog Investors
New York, NY

M. Shan Atkins
Board Director,
Head of Audit Committee,
Various Boards
Orlando, Florida

James Mitarotonda
Chairman, President & CEO
Barington Capital Group
New York, NY

Jared Landaw
Former Senior Vice President,
General Counsel and Corporate Secretary,
Carrols Restaurant Group, Inc.,
Former Chief Operating Officer and General Counsel,
Barington Capital Group, L.P.,
Adjunct Professor,
Syracuse University College of Law
New York, NY

Freddie Pletcher
Partner
Borden Lader Gervais
Vancouver, Canada

Josh Black
Editor-in-Chief
Diligent Market Intelligence
New York, NY

Nick Graziano
Partner, 2717 Partners,
and Skytop Contributing Author& Host of
"Inside the Corporate Boardroom”
SkytopTV Talk Show Series
Greenwich, Connecticut

Julian Grijns
Managing Director,
Forensic Investigations and Intelligence
Kroll Associates
New York, NY

John Glenn Grau
President and CEO
InvestorCom
New York, NY

Eric Rosenfeld
CEO
Crescendo Partners
New York, NY

Andrew Dakos
Principal
Bulldog Investors
New York, NY

Jay Clayton
Former Chair,
SEC,
Chair Executive Committee,
Apollo Global Management,
Board Member, American Express,
and Senior Policy Advisor & Of Counsel, Sullivan & Cromwell LLP
New York, NY

Charles Elson
Founding Director of the
John L. Weinberg Center for Corporate Governance,
Edgar S. Woolard Jr. Chair of Corporate Governance (retired),
University of Delaware and Executive Editor,
Directors & Boards Magazine
Newark, DE

Michael R. Levin
Independent Activist Investor
Founder of The Activist Investor
Skytop Contributing Author
Host of “The Activist Investor”
SkytopTV Talk Show Series
Chicago, Illinois

Jeremy Fielding
Co-Chief Executive Officer, Partner
Kekst CNC
Skytop Contributing Author
Host of "Board GPS"
SkytopTV Talk Show Series
New York, NY

 

Sam Taylor
Head of Corporate Intelligence, Americas
S-RM
New York, NY

 

VENUE - Skytop Studio

Rockefeller Center

Near Skytop Studio, Rockefeller Center is a national historic landmark in the heart of Midtown Manhattan. Home to Top of the Rock Observation Deck, NBC Studios, Radio City Music Hall and much more. Shop, dine and explore at one of New York's most inspiring locations.

St. Patrick's Cathedral

St. Patrick's Cathedral is the most recognizable cathedral in New York. It is the largest neo-Gothic Roman Catholic cathedral in the United States. For those who love architecture and history, for those who worship, and for those who enjoy a place of beauty, St. Patrick's Cathedral is a magnificent place to visit.

United Nation

Tour the United Nations. This offers an exciting opportunity to discover the UN Headquarters as you journey through the corridors of international diplomacy. Learn about the history and work of the United Nations and visit the famous General Assembly Hall and Security Council Chamber.

Grand Central Terminal

Grand Central Terminal is the world’s largest train station and certainly worth a visit. See the Main Concourse in all its grandeur! From fine dining to classic cocktail bars to casual restaurants, there are 35 dining options. Shop at 65 shops, from brand names to unique, local brands.

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