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 Affecting Board Change
Presenter:

Jonathan Feldman, Partner, Goodmans LLP
8:45-9:15 Armchair Chat
A View from the Top: A Chairman’s View on Shareholder Engagement

Discussants:
Maureen J. Sabia, Non-Executive Chairman of the Board,Canadian Tire Corporation, Limited
Walied Soliman, Partner and Co-Chair of the Special Situations Team, Norton Rose Fullbright Canada LLP
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:

Charles Elson, Director, John L. Weinberg Center for Corporate Governance
Panelists:
Leslie Noble, Principal, StrategyCorp Inc.
Megan Vesely, General Counsel, Sigma Analysis & Management
Andrew Wallach, Co-Founder and Partner, SpringOwl Asset 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
Rich Thomas, Director, Shareholder Advisory Group, Lazard
David Trenchard, Founder, David Trenchard Consulting Ltd
11:15-11:45 Interview
Activist Investing, Corporate Governance and the Public Company Board
Interviewer:

Patricia Olasker, Partner, Davies Ward Phillips & Vineberg LLP
Interviewee:
James A. Mitarotonda, Chief Executive Officer, Barington Capital Group
11:45-12:25 It Only Takes Two: The Latest Tactics Used by Activists to Redirect a Board
Moderator:

Josh Black, Editor-In-Chief, Activist Insight
Panelists:
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.
12:25-1:25 Networking Luncheon
1:25-1:50 Changing Corporate Governance One Company at a Time: The Activist Board Search
Discussants:

Paul Haggis, Chairman, Alberta Enterprise Corp. & Corporate Director
Patricia H. Lenkov, Founder and President, Agility Executive Search LLC
1:50-2:30 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
Steve Harris, Partner, Davies Ward Phillips & Vineberg LLP
2:30-3:00 Modernizing the Proxy System: Different Approaches and Considerations
Moderator:

Kai Haakon E. Liekefett, Partner, Head of Shareholder Activism Response Team, Vinson & Elkins
Panelists:
Aneliya Crawford, Partner, Schulte Roth & Zabel LLP
Brenda Gosselin, Partner, Goodmans LLP
Hooman Tabesh, Executive Vice President & General Counsel, Kingsdale Advisors
3:00-3:40 The Role of Institutional Investors in Activist Campaigns
Moderator:

Aneliya Crawford, Partner, Schulte Roth & Zabel LLP
Panelists:
Phillip Goldstein, Founder, Bulldog Investors
Kai Haakon E. Liekefett, Partner, Head of Shareholder Activism Response Team, Vinson & Elkins
David Neuhauser, Managing Director, Livermore Partners
Catharine Sterritt, Portfolio Management & Research, CIBC Asset Management
3:40-4:00 Networking Break
4:00-4:40 Proxy Fight—Canada Style: A Walk Through Corporate and Security Law Rules and Why Canada is an Attractive Market for Activists
Moderator:

Orestes Pasparakis, Partner and Co-Chair of the Special Situations Team, Norton Rose Fullbright Canada LLP
Panelists:
Amy Freedman, Chief Executive Officer, Kingsdale Advisors
Naizam Kanji, Director, Office of Mergers & Acquisitions, Ontario Securities Commission
4:40-5:10 Armchair Chat
Cultural Sensitivity: An Important Skill for Effective Cross-Border Activism

Discussants:
David Katz, Partner, Wachtell, Lipton, Rosen & Katz
Jonathan Lampe, Partner, Goodmans LLP
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
David Katz, Partner, Wachtell, Lipton, Rosen & Katz
5:50-6:10 Closing Keynote
​Hedge Fund and Pension Fund Activism: Global Trends and the Evolving Landscape ​
Presenter:

Kenneth Bertsch, Executive Director, Council of Institutional Investors
6:10 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 The Rise of Activist Short Sellers: Insights for the Issuer’s Playbook
Moderator:

Ian Robertson, Executive Vice President, Communication Strategy, Kingsdale Advisors
Panelists:
David Doft, Chief Financial Officer, MDC Partners
Stephen Griggs, Chief Executive Officer, Smoothwater Capital
Paul Haggis, Chairman, Alberta Enterprise Corp. & Corporate Director
Alfredo Porretti, Vice President, Shareholder Activism & Corporate Defense, Morgan Stanley
9:45-10:25 After the Win: Delivering on Campaign Promises
Moderator:

Walied Soliman, Partner and Co-Chair of the Special Situations Team, Norton Rose Fullbright Canada LLP
Panelists:
Josef Vejvoda, Portfolio Manager, K2 & Asssociates Investement Management Inc.
Stephen Loukas, Portfolio Manager, FrontFour Capital
Tim Lynch, Partner, Joele Frank, Wilkinson Brimmer Katcher
10:25-10:45 Networking Break
10:45-11:25 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
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 Conference Adjourns

WE THANK OUR SPONSORS

FOR SUPPORTING THIS PROGRAM

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