Skytop Strategies

Shareholder Activism

Unlocking Shareholder Value

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

Speakers Sponsors Agenda Delegates Back to Program Page

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*