with industry thought leaders on why and how ongoing shareholder engagement and activism play a vital role in affecting share value
how activist investors cultivate relationships with companies to positively influence sustained value creation
the latest campaign practices of activists, how they unfold, their outcomes, and how boards and executives work constructively toward improved stock performance
Time | Description |
---|---|
8:00-8:45 AM | Registration & Networking Breakfast |
8:45-8:50 | Welcome Remarks Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies |
8:50-8:55 | Program Chair, Opening Remarks Jared L. Landaw, Chief Operating Officer, Barington Capital Group L.P. |
8:55-9:35 | Activist Panel The Quest for Value: The Importance of “Value” in Activist Investing Moderator: David Benoit, Activism Reporter, The Wall Street Journal Panelists: Phillip Goldstein, Founder, Bulldog Investors Richard Mansouri, Managing Director, Sandell Asset Management James A. Mitarotonda, Chief Executive Officer, Barington Capital Group L.P. |
9:35-10:20 | Issuer Panel Company Defense: How Issuers Are Becoming More Prepared to Effectively Manage an Activist Campaign Moderator: David Katz, Partner, Wachtell, Lipton, Rosen & Katz Panelists: Jason Frankl, Senior Managing Director, FTI Consulting Bruce Goldfarb, Chief Executive Officer, Okapi Partners Carol V. Schwartz, Secretary and Corporate Governance Officer, American Express Company Matt Sherman, President, Joele Frank Walied Soliman, Partner & Co-Chair of the Special Situations Team, Norton Rose Fulbright Canada LLP |
10:20-10:30 | Networking Break |
10:30-11:15 | Activist Investors: A Comparison of Styles, Objectives and Outcomes Moderator: Charlie Koons, Managing Director, MacKenzie Partners, Inc. Panelists: Jason Ader, Chief Executive Officer and Portfolio Manager, SpringOwl Joseph Oughourlian, Founder and Portfolio Manager, Amber Capital Elliot Sloane, Founder & Advisor, Sloane & Company Marc Weingarten, Partner, Schulte Roth & Zabel |
11:15-11:50 | The Board Perspective Insights Into How Boards Might Work Effectively Through Activist Engagements Moderator: Lex Suvanto, Global Managing Director Financial Communications & Capital Markets, Edelman Panelists: Mark Gerstein, Partner, Latham & Watkins Herbert Parker, Executive Vice President Operational Excellence M&A, IT and Internal Audit, Harman George Hornig, Board Director, Forrester Research and Various Public Companies Charles Black, President and Chief Executive Officer, CB Urban Development and Non-Executive Chairman, Board of Trustees, Gramercy Property Trust Inc. |
11:50-12:25 PM | The Era of Settlement: What Settlement Trends Reveal Moderator: Josh Black, Editor-In-Chief, Activist Insight Panelists: Christopher Davis, Partner, Kleinberg, Kaplan, Wolff & Cohen, P.C Bob Marese, Managing Director, Mackenzie Partners, Inc. Clifford Press, Partner and Managing Member, Oliver Press Partners, LLC |
12:25-12:50 | Networking Luncheon |
12:50-1:20 | Institutional Investor Panel Institutional Investor Activism: Trends in Shareholder Campaigns Moderator: Adel Aslani-Far, Partner, Latham & Watkins Panelists: Michael Garland, Assistant Comptroller, Corporate Governance and Responsible Investment, City of New York Philip Larrieu, Associate Portfolio Manager, CalSTRS Gianna McCarthy, Director, Corporate Governance, New York State Office of the Comptroller |
1:20-2:00 | Engagement Simulation “Acme” Company: The Unfolding of a Shareholder Campaign Participants: Kai Haakon Liekefett, Partner, Vinson & Elkins Daniel Katcher, Vice Chairman, Joele Frank Damien Park, Managing Partner, Hedge Fund Solutions David Rosewater, Managing Director, Morgan Stanley |
2:00-2:40 | M&A Activism: How It Can Drive or Destroy Shareholder Value Moderator: Kenneth Traub, Managing Partner, Raging Capital Management Panelists: Jonathan Feldman, Partner, Goodmans LLP Andrew Freedman, Partner, Olshan Frome Wolosky LLP Jim Rossman, Managing Director, Lazard Scott Winter, Managing Director, Innisfree |
2:40-2:50 | Networking Break |
2:50-3:30 | Activists: Practical Investment Ideas Moderator: Steve Wolosky, Partner, Olshan Frome Wolosky LLP Panelists: Arnaud Ajdler, Managing Partner, Engine Capital LP Jonathan Litt, Founder and CIO, Land and Buildings James C. Pappas, Managing Member, JCP Investment Management, LLC Eric B. Singer, Founder, Chairman, Portfolio Manager and Managing Member of Viex Capital Advisors, LLC. |
3:30-4:10 | Risks of Non-Successful Activist Engagement — Lessons from Williams Moderator: Jeroen van Kwawegen, Partner, Bernstein Litowitz Berger & Grossmann LLP 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 Robert Jackson, Professor of Law and Director, Program on Corporate Law and Policy, Columbia Law School Alan Klein, Partner, Co-Head of Mergers and Acquisitions Practice, Simpson Thacher & Bartlett LLP |
4:10-4:50 | The Board of the Future: Can Boards and Activists Align on Matters of Board Composition, Diversity, Talent and Leadership? Moderator: Robert Jackson, Professor of Law and Director, Program on Corporate Law and Policy, Columbia Law School Panelists: Paul DeNicola, Managing Director, Governance Insights Center, PwC Michelle Greenberg-Kobrin, Director of the Leadership Program and Senior Heyman Fellow, Heyman Center for Corporate Governance, Cardozo School of Law Jared L. Landaw, Chief Operating Officer, Barington Capital Group L.P. |
4:50-5:00 | Networking Break |
5:00-5:40 | Constructive Involvement Between Board and Activist: What the SunOpta Case Reveals About the Changing Nature of Engagement Moderator: Amy Freedman, Chief Executive Officer, Kingsdale Advisors Panelists: Shan Atkins, Director and Chair of Special Committee of SunOpta, Board of Directors, Darden Restaurants, SpartanNash, LSC Communications James Ben, Managing Director, Rothschild Patricia L. Olasker, Partner, Davies, Ward, Phillips and Vineberg LLP Glenn Welling, Founder and Chief Investment Officer, Engaged Capital |
5:40-6:10 | Armchair Chat Operating as Private Equity in the Public Markets: A Conversation with Trian Partners Interviewer: Anne Sheehan, Director of Corporate Governance, CalSTRS Interviewee: Peter May, President and Founding Partner, Trian Fund Management, L.P. |
6:10-6:30 | The Big Debate–Part II: The Pros and Cons of Activism Presenters: David Katz, Partner, Wachtell, Lipton, Rosen & Katz Eleazer Klein, Partner, Schulte Roth & Zabel |
6:30 | Conference Wrap-Up Networking Reception Begins |
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