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
8:00-8:25 AM Registration & Networking Breakfast
8:25-8:30 Welcoming 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 Armchair Chat
Topic: TBA

Discussants:
Maureen J. Sabia, Non-Executive Chairman of the Board,Canadian Tire Corporation, Limited
9:05-9:45 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
Megan Vesely, General Counsel, Sigma Analysis & Management
9:45-10:25 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
Daniel Summerfield, Co-Head of Responsible Investment, USS Investment Management (unconfirmed)
David Trenchard, Founder, David Trenchard Consulting Ltd
10:25-10:55 Interview
Activist Investing, Corporate Governance and the Public Company Board
Interviewer:

Interviewee:
James A. Mitarotonda, Chief Executive Officer, Barington Capital Group
10:55-11:25 Networking Break
11:25-12:05 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.
12:05-12:35 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
12:35-1:35 Networking Luncheon
1:35-2:15 The Role of Institutional Investors in Activist Campaigns
Moderator:

Aneliya Crawford, Partner, Schulte Roth & Zabel LLP
Panelists:
2:15-2:55 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
2:55-3:15 The Activist Explorer: In Search of Opportunities In New Markets
Moderator:

Panelists:
3:15-3:35 Networking Break
3:35-4:15 Leopard or Jaguar: Short-Term Strategies of Activists and What Boards Should Know About Them
Moderator:

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
4:15-4:45 Closing Keynote
​Hedge Fund and Pension Fund Activism: Global Trends and the Evolving Landscape ​
Presenter:

Kenneth Bertsch, Executive Director, Council of Institutional Investors
4:45-4:55 Closing Remarks
4:55 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
8:35-8:45 Topic Introduction
TBA
Presenter:

Walied Soliman, Partner at Norton Rose Fulbright Canada LLP
8:45-9:25 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
9:25-10:05 The Rise of Activist Short Sellers: Insights for the Issuer’s Playbook
Moderator:

Ian Robertson, Executive Vice President, Communication Strategy, Kingsdale Advisors
Panelists:
10:05-10:35 Networking Break
10:35-11:15 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
11:15-11:45 Closing Keynote
Topic: TBA

Presenter:
11:45 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