Global Shareholder Engagement & Activism Summit

SEPTEMBER 26, 2019
DELTA HOTELS
75 LOWER SIMCOE STREET
TORONTO

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
8:00-8:40 AM Registration & Networking
8:40-8:45 Welcome Remarks
8:45-9:20 Armchair Chat
Fiduciary Duty of Care and Loyalty of Directors: The Story of the Canadian Women’s Hockey League
Interviewer:
Scott Deveau, Deals Reporter, Bloomberg LP
Interviewee:
Graeme Roustan, Active Investor
9:20-10:00 Panel Discussion
Corporate Governance Developments: Outlook for 2020
Moderator:

Vipal Monga, Canada Correspondent, The Wall Street Journal
Panelists:
Professor Charles Elson, Director, John L. Weinberg Center for Corporate Governance, Edgar S. Woolard Jr. Chair in Corporate Governance, University of Delaware, Lerner College of Business & Economics
Evelyn Li, Partner, Norton Rose Fulbright Canada LLP
Fred Pletcher, Partner, Borden Ladner Gervais LLP
10:00-10:40 Presentation
Update on the Cannabis Industry: A Review of Governance and Other Related Issues
Interviewer:

Ian Robertson, Executive Vice President, Communication Strategy, Kingsdale Advisors
Interviewee:
Sunny Puri, Principal and Associate Portfolio Manager, Anson Funds
Teresa Tomchak, Partner, Farris, Vaughan, Wills & Murphy LLP
10:40-11:10 Networking Break
11:10-11:45 Panel Discussion
Evolution of the Board Director: Boardroom Culture, Fitting In and Effectiveness Throughout the Life Cycle
Moderator:

Deborah Rosati,  CEO,  Women Get on Board
Panelists:
Laurie Clark, Board Director
Daniel Gagnier, Founder & President, Gagnier Communications
Samir Manji, Chief Executive Officer, Sandpiper Group
Aida Tammer, Corporate Director, Habitat for Humanity GTA
11:45-12:25 Panel Discussion
M&A Activism: Rising Prevalence and the Latest in Strategic Engagement
Moderator:

Jeffrey Jones, Mergers & Acquisitions Reporter, The Globe and Mail’s Report on Business
Panelists:
Aneliya Crawford, Partner, Schulte Roth & Zabel LLP
Jason Frankl, Senior Managing Director, FTI Consulting
Michael Levin, Managing Director, Head of Diversified Industries, National Bank of Canada
Heidi Reinhart, Partner, Norton Rose Fulbright Canada LLP
Vidish J. Shah, CFA, Associate, Morgan Stanley
12:25-1:25 PM Networking Luncheon
1:25-2:05 Presentation
Activist Case Story: How U.S. Activists Engage in Canada
Presenter:
Jeffrey Olin, President and CEO, Vision Capital Corporation
2:05-2:35 Interview
An Activist on a Board: How to Work Effectively in Advancing Company Performance
Interviewer:
Interviewee:
Amy Freedman, Chief Executive Officer, Kingsdale Advisors
Zachary George, Portfolio Manager, FrontFour Capital Group
2:35-3:15 Panel Discussion
The Convergence of ESG and Active Investors: What Boards Need to Know About ESG Risk
Moderator:

Sandra Odendahl, President and CEO, CMC Research Institutes
Panelists:
Jennifer Coulson,  Vice President,  ESG, Public Markets, BCI
Arthur Einav, Senior Managing Director & General Counsel, Sprott, Inc.
Alan Hibben, Corporate Director and Advisor, DHX Media, Hudbay Minerals, Extendicare, Home Capital
Walter Viguiliouk, Principal, Strategy & Risk, Ontario Teacher’s Pension Plan
Stephen Zelkowicz, Analyst, Wynnefield Capital
3:15-3:55 Interview
Shareholder Activism and Control Transactions: A Regulatory Perspective
Interviewer:

Interviewee:
Naizam Kanji, Director, Office of Mergers & Acquisitions, Ontario Securities Commission
3:55-4:25 Armchair Chat
Settlement Headlines: Recent Developments in Settlements and Post Settlement Execution
Moderator:
Mohamed Khimji, Professor of Business,  Queens University
Discussants:
David Katz, Partner, Wachtell, Lipton, Rosen & Katz
Walied Soliman, Global Chair & Co-Chair, Special Situations Team, Norton Rose Fulbright
4:25-4:55 Networking Break
4:55-5:35 Panel Discussion
Board, Management and Activist: Engagement Analysis
Moderator:

Elana Duré, Senior Financial Journalist, Activist Insight
Panelists:
Jeanne Carr, Managing Director, MacKenzie Partners, Inc.
Laurie Gaborit, former VP Investor Relations, Detour Gold Corporation
Gilbert Palter, Chairman and CEO, Egads Group
Catharine Sterritt, Portfolio Manager, CIBC Asset Management
5:35 Closing Remarks
5:40 Networking Reception

Click Here to view last year’s agenda.

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