Shareholder Activism

Unlocking Shareholder Value

JANUARY 28, 2021
SHERATON NEW YORK TIMES SQUARE HOTEL
811 7th AVENUE, W 53rd St.
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 January 27, 2021
7:30-8:00
AM
Networking Breakfast & Registration
8:00-9:00 Opening Panel 
A Buoyant Bounce Back:  How Activists will Gain More Traction in the Post COVID-19 Reality
Moderator:
Josh Black, Editor-in-Chief, Activist Insight Ltd
Panelists:
Eric Rosenfeld, Chairman and CEO, Crescendo Partners
Phil Goldstein, Principal, Bulldog Investors
Dianne McKeever, Chief Investment Officer, Ides Capital
Eleazer Klein, Partner, Schulte Roth & Zabel
9:00-9:30 Exclusive Interview:
Modernizing an Outdated Oil and Gas Business Model: An Activist Push for Financial Discipline and ESG Reform
Special Anchor:
Leslie Picker, Reporter, CNBC
Exclusive Guest:
Benjamin Dell, Managing Partner, Co-Founder, Kimmeridge
9:30-10:05 M&A Panel
An Uptick of Unanticipated M&A Activities:  Consolidation, Rescaling and Positioning for the New Wave of Growth
Moderator:
Ed Mullane, North America Editor, Activistmonitor, Acuris
Panelists:
Jason Frankl, Senior Managing Director, FTI Consulting
Charles Elson, Director of the John L. Weinberg Center for Corporate Governance and Edgar S. Woolard Jr. Chair of Corporate Governance, University of Delaware
John Glenn Grau, President and CEO, InvestorCom
10:05-10:20  Networking Break
10:20-10:50 Fireside Chat
Topic TBA
Discussants:
Kai Liekefett, Partner and Chair, Shareholder Activism Practice, Sidley Austin, LLP
Dan Zacchei, President, Special Situations, Sloane & Company
10:50-11:30 Panel Discussion
The Intersection of Distressed Debt and Activism: The Next Wave in Maximizing Shareholder Value 
Moderator:
Panelists:
Steven J. Pully, Director, Multiple Boards; Co-Founder, Speyside Partners
11:30-12:00 Director Panel
Boards and Corporate Ratings: Will Board Representation Affect How Companies Get Back to the Future
Moderator:
Fred Pletcher, Partner, Borden Ladner Gervais LLP
Panelists:
Jeffrey Korn, General Counsel/Secretary, Crexendo
Zachary George, Co-Founder, FrontFour Capital Group
Carol Nolan Drake, Corporate Governance, ESG and Diversity, and Federal Relations Attorney and Author, Carlow Consulting
12:00-12:30PM Fireside Chat
The Role of the White House on the Global Stage:  What Investors and Business Leaders Need to Know
Special Guests:
Cameron Munter, United States Ambassador (retired)
12:30-1:30 Networking Luncheon
1:10-1:30 Interview
ESG Data Conundrum: What Investors May Be Missing On the S Side 
Interviewer:
Interviewees:
Jason Judd, Executive Director, Cornell University New Conversations Project, School of Industrial and Labor Relations (ILR), Cornell University
Sarosh Kuruvilla, Professor of Industrial and Labor Relations, School of Industrial and Labor Relations (ILR), Cornell University (Unconfirmed)
1:30-2:00
Keynote Presentation
Raising The Bar: What Board Directors Need To Do To Stay A Step Ahead
Presenter:
W Graeme Roustan, ICD.D, NACD Corporate Director Institute, Director, Executive Chairman, Roustan Capital
2:00-2:35
Panel Discussion 
The Impact of Homogenous Boards: Both Lack of Minorities and Lack of Women on Board and Firm Performance 

Moderator:
Panelists:
Jared Landaw, Partner, Chief Operating Officer and General Counsel, Barington Capital Group, L.P.
2:35-3:05
Panel Discussion
Debt Activism: The Trends, The Opportunities, The Strategies
Moderator:
Lex Suvanto, Global Managing Director, Financial Communications, Edelman
Panelists:
David Katz, Partner, Wachtell, Lipton, Rosen & Katz
Aneliya S. Crawford, Partner, Schulte Roth & Zabel
Katherine Doherty, Corporate Finance Reporter, Bloomberg News
3:05-3:20
 Networking Break
3:20-4:00
Panel Discussion
Hit and Misses: Proxy Outcomes During the Covid-19 Crisis
Moderator:
Panelists:
Townsend “T” Belisle, CEO, EP and Creative Director, Haystack Needle, LLC
Kai Liekefett, Partner and Chair, Shareholder Activism Practice, Sidley Austin, LLP
Heidi Welsh, Executive Director, Sustainable Investments Institute
Bob Marese, President, MacKenzie Partners, Inc.
4:00-4:40
Panel Discussion
Private Equity: State-of-Play and Its Impact on Activism
Moderator:
Panelists:
Daniel Yunger, Partner & Member of the Firm’s Executive Committee, Kekst CNC
4:40-5:10
Interview
ESG & Covid-19: Could the Last Year Been Avoided
Interviewer:
Andrew Behar, CEO, As You Sow
Interviewees:
Rhonda Brauer, President and Founder, RLB Governance LLC
5:10-5:50
Panel Discussion
TBA
Moderator:
Panelists:
5:55PM Networking Reception Begins 

Click Here to view last year’s agenda.

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