Global Shareholder Engagement & Activism Summit

SEPTEMBER 13, 2018
THE OMNI KING EDWARD HOTEL
37 KING STREET EAST
TORONTO, CANADA

AGENDA

The Skytop Strategies team is dedicated to crafting thought provoking
agendas that are diverse, not only in areas of thought and experience,
but in the broad range of attending speakers.

Time Description
8:00-8:45
AM
Registration & Networking Breakfast
8:45-8:50 Welcoming Remarks
Bradley A Moody, Chief of Staff, Skytop Strategies
8:50-9:20 Panel Discussion
Global Trends: Developments from a Regional Perspective

Moderator:
Josh Black, Editor-in-Chief, Activist Insight
Panelists:
Chris Couvelier, Director, Investment Banking, Lazard
David L. Neuhauser, Managing Director, Livermore Partners
Glenn Tyranski, Managing Director, Activism and M&A Solutions, FTI Consulting
9:20-9:35 Topic Briefing
2018 Shareholder Proposal Trends: North America
Presenter:

Kern McPherson, Senior Director of North American Research, Glass Lewis
9:35-10:15 Panel Discussion
The Convergence of ESG and Activism: The Case for ESG and Unlocking Potential Shareholder Value

Moderator:
Ed Mullane, North America Editor, Activistmonitor
Panelists:
Patricia H. Lenkov, Founder and President, Agility Executive Search LLC
Alexandra Higgins, Managing Director, Okapi Partners LLC
Karen Lockridge, Principal, Responsible Investments, Mercer
10:15-10:35 Networking Break
10:35-11:05 Fireside Chat
Post Proxy: Implementing Activist Strategies to Create Constructive Board Environments
Discussants:

Samir Manji, Chief Executive Officer, Sandpiper Group
Walied Soliman, Partner and Co-Chair of the Special Situations Team, Norton Rose Fullbright Canada LLP
11:05-11:45 Panel Discussion
Next Wave Activism: Outlook on Activist Targets and Preparedness

Moderator:
Dexter John, Executive Vice President, D. F. King Canada
Panelists:
Sandy Edmonstone, President & Chief Executive Officer, Cation Capital Inc
Orestes Pasparakis, Partner and Co-Chair of the Special Situations Team, Norton Rose Fulbright Canada LLP
David Ryan, Senior Vice President, Corporate and Financial Communications, Edelman
11:45-12:25 PM Panel Discussion
Activist M&A: Highlights and Horizons in 2018

Moderator:
Fred Pletcher, Partner, Borden Ladner Gervais LLP
Panelists:
Aneliya Crawford, Partner, Schulte Roth & Zabel LLP
Alfredo Porretti, Vice President, Morgan Stanley
Eric Rosenfeld, President, Chief Executive Officer, Crescendo Partners
12:25-1:25 Networking Luncheon
1:25-2:10 Panel Discussion
Long Term Value: Is It Achievable In a World of Quarterly Performance?

Moderator:
Claudio R. Rojas, Managing Director, Hurt Capital
Panelists:
Paul Haggis, Chairman, Alberta Enterprise Corp.; Corporate Director
Kern McPherson, Senior Director of North American Research, Glass Lewis
Fred Pletcher, Partner, Borden Ladner Gervais LLP
2:10-2:40 Networking Break
2:40-3:20 Panel Discussion
Contested Mergers & Acquisitions: A Tool in Activist Fights

Moderator:
Ian Robertson, Executive Vice President, Communication Strategy, Kingsdale Advisors
Panelists:
Stephen P. Diamond, Jr., Assistant General Counsel, Mergers & Acquisitions, Pfizer Inc.
Naizam Kanji, Director, Office of Mergers and Acquisitions, Ontario Securities Commission
Catharine Sterritt, Portfolio Management & Research, CIBC Asset Management
3:20-4:00 Panel Discussion
Settlement Trends: Activist Priorities, Strategic Considerations and Engagement Outcomes

Moderator:
Alfredo Porretti, Vice President, Morgan Stanley
Panelists:
Amy Freedman, Chief Executive Officer, Kingsdale Advisors
Alan Hibben,Corporate Director and Advisor: DHX Media, Hudbay Minerals, Extendicare, Home Capital
Ted White, Managing Director and Co Founder, Legion Partners
4:00 Closing Remarks
4:05 Program Adjourns, Networking Reception Begins

Click Here to view last year’s agenda.

WE THANK OUR SPONSORS

FOR SUPPORTING THIS PROGRAM

STRATEGIC PARTNER

LEAD SPONSOR

CO-LEAD SPONSORS

PROGRAM SPONSORS

NETWORKING PARTNERS