Shareholder Activism

Unlocking Shareholder Value

JANUARY 24, 2019
ROYALTON PARK AVENUE
420 PARK AVE SOUTH
NEW YORK, NY

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 Description
8:00-8:40
AM
Registration & Networking Breakfast
8:40-8:45 Opening Remarks
Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies
8:45-9:40 Panel Discussion
Globalization of Activism: The Emerging Trendline
Moderator:

Josh Black, Editor-In-Chief, Activist Insight
Panelists:
Jonathan Doorley, Partner, Brunswick Group LLP
Taylor Ingraham, Managing Director, ASC Advisors LLC
Charles A. Koons, Managing Director, Activism & Contested Situations, Morrow Sodali
Fred Pletcher, Partner, Borden Ladner Gervais LLP
Jim Rossman, Managing Director, Head of Corporate Preparedness, Lazard
9:40-10:20 Panel Discussion
Activist Defense: Best Practices for Responsive Actions

Moderator:
Keith E. Gottfried, Partner & Head of Shareholder Activism Defense, Morgan, Lewis & Bockius LLP
Panelists:
Nicholas Lamplough, Partner, Joele Frank, Wilkinson Brimmer Katcher
Bob Marese, Managing Director, MacKenzie Partners, Inc.
Alfredo Porretti, Executive Director, Shareholder Activism & Corporate Defense, Morgan Stanley
Steve Pully, Partner, Speyside Partners and board member, multiple boards
10:20-10:40 Networking Break
10:40-11:20 Panel Discussion
Fortifying Board Defense: Ensuring Boards are Informed When an Activist Engages
Moderator:

Michael Flaherty, Senior Vice President, Gladstone Place Partners
Panelists:
Christopher P. Davis, Partner, Kleinberg, Kaplan, Wolff & Cohen
Jeremy Fielding, President and Chief Executive Officer, Kekst CNC
Jason Frankl, Senior Managing Director, FTI Consulting
Thomas J. Sabatino, Jr., EVP, General Counsel, Law & Regulatory Affairs, Aetna
11:20-11:55 Discussion
Activism’s Next TARGET: The Canadian Cannabis Industry
Discussants:

John Kaden, Managing Director and Chief Investment Officer, Navy Capital, LLC
Patricia Olasker, Partner, Davies Ward Phillips & Vineberg LLP
Sunny Puri, Principal and Portfolio Manager, Anson Funds
Phil Shaer, Chief Legal Officer, Canopy Growth Corporation
11:55-12:25 Panel Discussion
Post Settlement: Activists, Boards and Management Engaging in Company Transformation
Moderator:

Michelle Applebaum, Independent Board Director, formerly the #1 Institutional Investor-rated steel analyst, Northwest Pipe Company
Panelists:
Joseph Berardino, Managing Director, Corporate Transformation Services, Alvarez & Marsal
John Glenn Grau, President and CEO, InvestorCom
James A. Mitarotonda, Chief Executive Officer, Barington Capital Group L.P.
12:25-12:35 Workplace Misconduct: Evidence of Weak Governance
Presenter:

Shahed Larson, Partner, Brunswick Group LLP
12:35-1:15 PM Networking Luncheon
1:15-1:55 Panel Discussion
Board Dynamics: Expectations for Diversity and Professional Qualifications
Moderator:

Stephen L. Brown, Senior Advisor,Board Leadership Center ,KPMG LLP
Panelists:
Mark Grothe, Senior Analyst, M&A and Contested Proxy Research, Glass Lewis
Jeroen van Kwawegen, Partner, Bernstein Litowitz Berger & Grossmann
Jared L. Landaw, Chief Operating Officer, Barington Capital Group, L.P.
Patricia Lenkov, Senior Managing Director, Teneo
1:55-2:10 Interview
Best Practice in Board Talent Recruitment and Retention
Interviewer:

Barbara J. Hart, President and Chief Executive Officer, Lowey Dannenberg, P.C.
Interviewee:
Catherine LaMarr, Esq., Office of the Treasurer, the State of Connecticut
2:10-2:50 Panel Discussion
M&A Takeovers: The Latest in Addressing Underperforming Companies

Moderator:
David Katz, Partner, Wachtell, Lipton, Rosen & Katz
Panelists:
Jon Oestreich, Partner, Grant & Eisenhofer
Andi Rose, Partner, Joele Frank, Wilkinson Brimmer Katcher
Walied Soliman, Chair, Canada, Norton Rose Fulbright Canada LLP
Pamit Surana, Managing Director, Corporate Transformation Services, Alvarez & Marsal
2:50-3:00 Topic Introduction
Highlights from Edelman Investor Trust Research

Presenter:
Lex Suvanto, Managing Director, Financial Communications & Special Situations, Edelman
3:00-3:30 Interview
Shareholder Engagement: The Convergence of ESG and Shareholder Activism

Interviewer:
Lex Suvanto, Managing Director, Financial Communications & Special Situations, Edelman
Interviewees:
Bruce H. Goldfarb, President and Chief Executive Officer, Okapi Partners LLC
Aneliya Crawford, Partner, Schulte Roth & Zabel
Allie Rutherford, Managing Director, PJT Camberview
3:30-4:05 Panel Discussion
Advance Notices and Public Rejections: The Game Book for Issuers and Activists

Moderator:
Cara Lombardo, Reporter, Wall Street Journal
Panelists:
Bruce H. Goldfarb, President and Chief Executive Officer, Okapi Partners LLC
Phillip Goldstein, Founder, Bulldog Investors
Eleazer Klein, Partner, Schulte Roth & Zabel
Kai Haakon E. Liekefett, Partner & Chair of Shareholder Activism, Sidley Austin LLP
Dan Zacchei, Managing Director, Sloane & Company
4:05-4:25 Networking Break
4:25-4:55 Panel Discussion
The Changing Face of Business and the Road Ahead: How Shareholders, Boards and Management are Shaping Companies

Moderator:
Ed Mullane, Editor, Acuris-Activistmonitor
Panelists:
Joseph Berardino, Managing Director, Corporate Transformation Services, Alvarez & Marsal
Warren S. de Wied, Partner, Corporate, Mergers and Acquisitions, Corporate Governance, Fried Frank
4:55-5:25 Panel Discussion
Regulatory Concerns: The Current Political Atmosphere and its Effect on Boards & Activists

Discussants:
Sean Neary, Executive Vice President, Edelman
Douglas A. Rappaport, Partner, Akin Gump
5:25-5:50 The Big Debate
David A. Katz, Partner, Wachtell Lipton Rosen & Katz
Eleazer Klein, Partner, Schulte Roth & Zabel
5:50 Closing Remarks
5:50 Program Adjourns, Networking Reception Begins

Click Here to view last year’s agenda.

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