with peers on the latest engagement and communications practices between public company management and institutional investors
the next wave in engagement technique and practice designed to improve outcomes between public company management and institutional investors
updated frameworks in alignment with current engagement priorities and related strategies
Time | Description |
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8:30-8:45 | Arrival & Continental Breakfast |
8:45 | Welcome Remarks Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies |
8:50-8:55 | Opening Remarks Arthur H. Kohn, Partner, Cleary Gottlieb Steen & Hamilton LLP |
8:55-9:25 | Opening Keynote The Next Wave in Engagement: Lessons Learned & Hot Topics for the Upcoming Proxy Season Presenter: Ken Bertsch, Executive Director, Council of Institutional Investors |
9:25-10:05 | Confessions of “Engagers” Part I: What We Wish Companies Knew Moderator: Damien Park, Managing Partner, Hedge Fund Solutions Panelists: Cambria Allen, Corporate Governance Director, UAW Retiree Medical Benefits Trust Michael Garland, Assistant Comptroller, Corporate Governance and Responsible Investment, City of New York Mari Schwartzer, Coordinator of Shareholder Activism, NorthStar Asset Management, Inc. |
10:05-10:45 | Confessions of “Engagers” Part II: What We Wish Investors Knew Moderator: Seth Duppstadt, Senior Vice President, Proxy Insight Panelists: Tom Johnson, Chief Executive Officer, Abernathy MacGregor Chris Kutsor, Director, Investor Relations, Motorola Solutions Jeffrey Neuman, Vice President, Deputy General Counsel and Corporate Secretary, Honeywell Suzanne Rolon, Director, Corporate Governance, Pfizer Inc. |
10:45-11:05 | Networking Break |
11:05-11:45 | Involving Boards in Engagements: When It Works and When It Does Not Moderator: Linda Giuliano, Senior Vice President, Chief Administrative Officer, Equities Head of Responsible Investment, AB Global Panelists: Barbara Eisenberg, Former Director, Maidenform Brands Inc., Retired Executive Vice President, General Counsel and Corporate Secretary, ANN Inc. Jeffrey Karpf, Partner, Cleary Gottlieb Steen & Hamilton LLP Paula Loop, Leader, Governance Insights Center, PwC Julie Tanner, Director of Socially Responsible Investing, Christian Brothers Investment Services, Inc. |
11:45-12:25 PM | Managing Shareholder Proposals Part I: How to Initiate the Engagement Process Moderator: Bob Marese, Managing Director, MacKenzie Partners Inc. Panelists: Brian Sandstrom, Executive Counsel, Corporate Securities & Finance, GE Arthur H. Kohn, Partner, Cleary Gottlieb Steen & Hamilton LLP Jamey Seely, Executive Vice President, General Counsel & Corporate Secretary, ION Geophysical Rosanna Landis Weaver, Program Manager, As You Sow |
12:25-1:25 | Networking Luncheon |
1:25-2:05 | Managing Shareholder Proposals Part II: Strategies to Manage Shareholder Proposals in Public Situations Moderator: Art Crozier, Chairman, Innisfree M&A Incorporated Panelists: David Benoit, Activism Reporter, The Wall Street Journal Stephen Brown, Senior Advisor, KPMG Ruth Pachman, Managing Director, Kekst |
2:05-2:35 | The Bigger Picture: Quarterly Earnings Reports in Context to Annual Strategy Interviewer: Ted Allen, Director of Regulatory Affairs and Practice Resources, National Investor Relations Institute Interviewees: Sandra Flow, Partner, Cleary Gottlieb Steen & Hamilton LLP Mariela Vargova, Senior Vice President, Sustainability & Impact Investments, Rockefeller & Co. |
2:35-3:35 | Breakout Discussion Sessions Begin |
Breakout Session #1 Drafting Reports: Lawyer Meet Communications Person–How to Create a Shared Language Facilitator: Pamela L. Marcogliese, Partner, Cleary Gottlieb Steen & Hamilton LLP |
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Breakout Session #2 Creating an Honest Dialogue Between Issuers & Shareholders: Pay Inequality, Gender Diversity & Other Corner Office Concerns Facilitator: Richard Fields, Principal, Tapestry Networks |
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Breakout Session #3 Proxy Access: The “New Normal” as Engagement Expectations & Outcomes Shift Facilitators: Paul Schulman, Managing Director, MacKenzie Partners Inc. Mary Alcock, Counsel, Cleary Gottlieb Steen & Hamilton LLP |
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3:35-3:55 | Networking Break |
3:55-4:15 | How the One Reaches Many: Ways to Make Investor Communications More Efficient Interviewer: Jamey Seely, Executive Vice President, General Counsel & Corporate Secretary, ION Geophysical Interviewees: Tom Johnson, Chief Executive Officer, Abernathy MacGregor Carol Schwartz, Corporate Secretary, American Express |
4:15-4:30 | Topic Introduction The Expanding Influence of “E&S” in ESG: An Emerging Topic on the Engagement Agenda Presenter: Conrad B. MacKerron, Senior Vice President, As You Sow |
4:30-5:25 | ESG-Related Engagements: Finding a Common Language between Institutional Shareholders & Company Management Moderator: Tim Smith, Director of Environmental Social and Governance Shareholder Engagement, Walden Asset Management Panelists: Christina Alfandary, Managing Director, ESG & Sustainable Investments, GAMCO Asset Management Shelley Alpern, Director of Social Research and Shareholder Advocacy, Clean Yield Asset Management Mari Schwartzer, Coordinator of Shareholder Activism, NorthStar Asset Management, Inc. Josh Zinner, Chief Executive Officer, Interfaith Center On Corporate Responsibility, Inc. |
5:25-5:30 | Closing Remarks |
5:30 | Networking Reception |
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