AGENDA

7:30-8:30 AM | Registration and Networking Breakfast

8:30-8:35 AM | Welcome Remarks Christopher P. Skroupa, Founder & CEO, Skytop Strategies

8:35-9:20 AM | Trendline Hosted By Danielle McLaughlin, Attorney, Founder, Path Collective, and Skytop Contributing Author and Host of SkytopTV’s Trendline
Distressed Debt and Activist Engagement Strategy: A Trendline Analysis of the Looming Crisis
with Special GuestsTim McCormick, Partner, Borden Ladner Gervais, Jonathan Lurvey, Managing Director, Credit Suisse
Alexander Tracy, Partner, Perella Weinberg Partners

9:20-10:00 AM | Panel Discussion
Expanding Shareholder Rights: Voting Procedures, Resolutions and Advance Notice Bylaws
Moderator: Michael R. Levin, Activist Investor and Founder, The Activist Investor, and Skytop Contributing Author & Host of “The Activist Investor”, SkytopTV Talk Show Series
Panelists: Phil Goldstein, Principal, Bulldog Investors, Kai Liekefett, Partner and Co-Chair, Shareholder Activism & Corporate Defense Practice, Sidley Austin, LLP, Charles Elson, Founding Director of the John L. Weinberg Center for Corporate Governance, Edgar S. Woolard Jr. Chair of Corporate Governance (retired), University of Delaware and Executive Editor, Directors & Boards Magazine

10:00-10:40 AM | Exclusive Interview
Fintech as a Disruptor: Diversifying Proxy Advisory Beyond the Two Firm Model
Interviewer: Jason Geeves-Booth, Shareholder Activism Editor, Diligent Market Insights
Interviewee: Felix Tabary, Co-Founder & CEO, Troop

10:40-10:55 AM | Networking Break

10:55-11:55 AM | Panel Discussion
Emboldened Activism:  Universal Proxy 2023 and the Upcoming Season 
Moderator: Ronald Orol, Senior Editor, The Deal
Panelists: Tom Johnson, Chief Executive Officer, H/Advisors Abernathy, Eleazer Klein, Partner, Schulte Roth & Zabel
Jeremy Fielding, Co-Chief Executive Officer, Partner, Kekst CNC, and Skytop Contributing Author & Host of “Board GPS”, SkytopTV Talk Show Series, Patrick Sweeney, Director, Portfolio Manager, Ancora

11:55 AM-12:25 PM | Exclusive Interview
ESG Activist: Fad or Form
Interviewer: Lindsay Frost, Senior Reporter, Agenda
Interviewee: Fred R. Pletcher, Partner, Borden Ladner Gervais

12:25-1:05 PM | Exclusive Interview
Dislocated Markets: Emerging Opportunities for Activists
Interviewer: David Benoit, Deputy Wall Street Bureau Chief, The Wall Street Journal 
Interviewee: Geordie Hebard, Investments, Arkhouse

1:05-2:05 PM | Networking Luncheon

2:05-3:05 PM | Exclusive Interview
M&A Activism: Outlook for 2024
Interviewer: Adam Kommel, Activism Product Manager, Bloomberg
Interviewees: David A. Katz, Partner, Wachtell, Lipton, Rosen & Katz
Sebastian Alsheimer, Partner and Co-Head of Shareholder Engagement & Activism, Wilson Sonsini Goodrich & Rosati
Gabriel Radzyminski, Managing Director & Chief Investment Officer, Sandon Capital Investments
Scott Grinsell, Managing Director and Head of Activist Engagement Strategy, Elliott Investment Management
Scott Ferguson, Founder & Managing Partner, Sachem Head Capital Management

3:05-4:05 PM | Panel Discussion
Management Changes: Reshaping Company Boards, CEO and Management Team 
Moderator: Josh Hochberg, Global COO, Edelman Smithfield
Panelists: Sean Donahue, Partner, Chair of the Public Company Advisory practice and Co-Chair of the Shareholder Activism & Takeover Defense practice, Paul Hastings, Jeanne Carr, Managing Director, MacKenzie Partners, Inc., John Glenn Grau, President and CEO, InvestorCom, Eric Rosenfeld, CEO, Crescendo Partners

4:05-4:20 PM | Networking Break

4:20-4:50 PM | Exclusive Interview
Vetting the Adversaries’ Story: Telling an Accurate Narrative, Beyond Slinging Facts
Interviewer: Danielle McLaughlin, Attorney, Founder, Path Collective, and Skytop Contributing Author and Host of SkytopTV’s Trendline
Interviewee: Lisa Silverman, Head of Activism Practice, K2 Integrity

4:50-5:30 PM | Panel Discussion
Valuation and Cost of Capital: Profitability-Focused Activist Campaigns 
Moderator: Ed Mullane, Editor, Mergermarket’s Activistmonitor
Panelists: Nick Graziano, Partner, 2717 Partners, and Skytop Contributing Author & Host of “Inside the Corporate Boardroom, SkytopTV Talk Show Series, Arthur Kohn, General Counsel, Leading Corporate Governance Expert, and Skytop Contributing Author, Editorial Committee Chair and Conference Co-Chair, Skytop Media Group, David Pogemiller, CEO, Boardroom Alpha, Richard Mansouri, Managing Member/CEO, Ridge Road Equity Advisors, LLC

5:30-5:35 PM | Closing Remarks

5:35-6:35 PM | Network Reception