Global Shareholder Engagement & Activism Summit

SEPTEMBER 28 – 29, 2017
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 Agenda Day 1
7:45-8:05 AM Registration & Networking Breakfast
8:05-8:10 Welcoming Remarks
Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies
8:10-8:15 Opening Remarks
Presenter:

Wes Hall, Executive Chairman and Founder, Kingsdale Advisors
8:15-8:45 Presentation
Activist Strategies for Effecting Board Change
Presenter:

Jonathan Feldman, Partner, Goodmans LLP
8:45-9:15 Armchair Chat
Topic: TBA

Discussants:
Maureen J. Sabia, Non-Executive Chairman of the Board,Canadian Tire Corporation, Limited
9:15-9:35 Keynote
Jonathan Litt on Activism
Presenter:

Jonathan Litt, Founder and Chief Executive Officer, Land and Buildings
9:35-10:15 Trump: New World Order or Interim Volatility for Activist Targeted Companies
Moderator:

Panelists:
Jason Ader, Founder, Chief Executive Officer, and Chief Investment Officer, SpringOwl Asset Management
Leslie Noble, Principal, StrategyCorp Inc.
Megan Vesely, General Counsel, Sigma Analysis & Management
10:15-10:35 Networking Break
10:35-11:15 The Broadening Out of Engagement and Activism: Regional Views on Global Trends
Moderator:

Ian Robertson, Executive Vice President, Communication Strategy, Kingsdale Advisors
Panelists:
Jason Frankl, Senior Managing Director, FTI Consulting
Amy Freedman, Chief Executive Officer, Kingsdale Advisors
Jim Rossman, Managing Director, Head of Shareholder Advisory, Lazard
Daniel Summerfield, Co-Head of Responsible Investment, USS Investment Management (unconfirmed)
David Trenchard, Founder, David Trenchard Consulting Ltd
11:15-11:45 Interview
Activist Investing, Corporate Governance and the Public Company Board
Interviewer:

Interviewee:
James A. Mitarotonda, Chief Executive Officer, Barington Capital Group
11:45-12:25 Proxy Contest Tactics: The Bad Things Boards and Activists Do
Moderator:

Patricia Olasker, Partner, Davies Ward Phillips & Vineberg LLP
Panelists:
Phil Evershed, Managing Partner, PointNorth Capital Inc.
Naizam Kanji, Director, Office of Mergers and Acquisitions, Ontario Securities Commission
Alex Moore, Partner, Davies Ward Phillips & Vineberg LLP
12:25-1:25 Networking Luncheon
1:25-2:05 PM It Only Takes Two: The Latest Tactics Used by Activists to Redirect a Board
Moderator:

Josh Black, Editor-In-Chief, Activist Insight
Panelists:
Phillip Goldstein, Founder, Bulldog Investors
Tom Manning, Member of the Board of Directors, Dun & Bradstreet, CommScope, Clear Media Ltd., & The Demand Institute
Willem Mesdag, Founder, Red Mountain Capital
Eric Rosenfeld, Chief Executive Officer & President, Crescendo Partners L.P.
2:05-2:45 Modernizing the Proxy System: Different Approaches and Considerations
Moderator:

Kai Haakon E. Liekefett, Partner, Head of Shareholder Activism Response Team, Vinson & Elkins
Panelists:
Jonathan Feldman, Partner, Goodmans LLP
Robert Bostrom, Senior Vice President, General Counsel & Corporate Secretary, Abercrombie & Fitch
2:45-3:25 The Role of Institutional Investors in Activist Campaigns
Moderator:

Aneliya Crawford, Partner, Schulte Roth & Zabel LLP
Panelists:
Samir Manji, CEO, Sandpiper Group
3:25-4:05 Proxy Fight—Canada Style: A Walk Through Corporate and Security Law Rules and Why Canada is an Attractive Market for Activists
Moderator:

Walied Soliman, Partner, Norton Rose Fulbright Canada LLP
Panelists:
Amy Freedman, Chief Executive Officer, Kingsdale Advisors
Naizam Kanji, Director, Office of Mergers & Acquisitions, Ontario Securities Commission
4:05-4:50 The Activist Explorer: In Search of Opportunities In New Markets
Moderator:

Andrew Freedman, Partner, Co-Chair of Shareholder Activism Practice, Olshan Frome Wolosky LLP
Panelists:
David Neuhauser, Managing Director, Livermore Partners
4:50-5:10 Networking Break
5:10-5:50 Leopard or Jaguar: Short-Term Strategies of Activists and What Boards Should Know About Them
Moderator:

David Rosewater, Managing Director, Investment Banking Division, Morgan Stanley
Panelists:
Charles Black, President and Chief Executive Officer, CB Urban Development and Non-Executive Chairman, Board of Trustees, Gramercy Property Trust Inc.
Victor Guo, Executive Vice President, Governance Special Situations, Kingsdale Advisors
Dana Hollinger, Board of Directors, CalPERS
David Katz, Partner, Wachtell, Lipton, Rosen & Katz
5:50-6:15 Closing Keynote
​Hedge Fund and Pension Fund Activism: Global Trends and the Evolving Landscape ​
Presenter:

Kenneth Bertsch, Executive Director, Council of Institutional Investors
6:15 Closing Remarks: Day 1 Adjourns, Networking Reception Begins
Time Agenda Day 2
8:00-8:25 AM Registration & Networking Breakfast
8:25-8:30 Welcome Remarks 
Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies
8:30-8:35 Opening Remarks
Presenter:

Wes Hall, Executive Chairman and Founder, Kingsdale Advisors
8:35-9:05 Presentation
Effective Tips and Techniques: How Canadian Managers Have Successfully Responded to Activism
Presenter:

Fred Pletcher, Partner, Borden Ladner Gervais LLP
9:05-9:45 Topic: TBA
Moderator:

Panelists:
Amy Freedman, Chief Executive Officer, Kingsdale Advisors
Zachary George, Co-Founder & Managing Member, FrontFour Capital
Samir Manji, Chief Executive Officer, Sandpiper Group
Walied Soliman, Partner at Norton Rose Fulbright Canada LLP
9:45-10:25 Canada’s New Take Over Bid Rules: Key Trends and Developments
Moderator:

Michael Partridge, Partner, Goodmans LLP
Panelists:
Arthur Einav, General Counsel & Managing Director, Private Equity, Sprott Resource Corp.
Jason Koskela, Manager, Office of Mergers & Acquisitions, Ontario Securities Commission
Hooman Tabesh, Executive Vice President & General Counsel, Kingsdale Advisors
10:25-11:05 The Rise of Activist Short Sellers: Insights for the Issuer’s Playbook
Moderator:

Ian Robertson, Executive Vice President, Communication Strategy, Kingsdale Advisors
Panelists:
Stephen Griggs, Chief Executive Officer, Smoothwater Capital
11:05-11:25 Networking Break
11:25-12:05 Long Termism: Has It Influenced Activist Engagement Objectives and Strategy?
Moderator:

David Conklin, Partner, Goodmans LLP
Panelists:
Cambria Allen, Corporate Governance Director, UAW Retiree Medical Benefits Trust
James Hamilton, Director, Investment Stewardship, BlackRock
Claudio Rojas, Director, Hurt Capital
Douglas S. Smith, Managing Partner, Blackmoor Investment Partners Limited
12:05-12:35 Armchair Chat
Cultural Sensitivity: An Important Skill for Effective Cross-Border Activism

Discussants:
David Katz, Partner, Wachtell, Lipton, Rosen & Katz
Jonathan Lampe, Partner, Member of the Executive Committee and Co-Chair of the Corporate Securities Group, Goodmans LLP
12:35 Conference Adjourns

WE THANK OUR SPONSORS

FOR SUPPORTING THIS PROGRAM

EXCLUSIVE LEAD SPONSOR

EXCLUSIVE CO-LEAD LAW FIRM SPONSOR

AMBASSADOR SPONSOR

TITLE SPONSORS

PROGRAM SPONSORS

STRATEGIC PARTNERS