Shareholder Engagement & Communication London
Constructive Strategies for Issuers
FEBRUARY 6, 2018
GRANGE CITY HOTEL
8-14 COOPER’S ROW
LONDON, UNITED KINGDOM
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 | Welcome Remarks Bradley Moody, Chief of Staff, Skytop Strategies |
| 8:45-9:20 | Armchair Chat Activism in the U.K. and Europe: The Changing Nature of Engagement Discussants: Arturo Albano, Equity Analyst, Corporate Governance Specialist, Amber Capital Aaron Stocks, Partner in Funds, Corporate Practice, Travers Smith LLP Peter Swabey, Policy & Research Director, ICSA: The Governance Institute |
| 9:20-10:00 | Panel Discussion U.S. Activists: How They are Targeting U.K. Companies Moderator: Amelia Pan, Partner, Brunswick Group Panelists: Aneliya Crawford, Partner, Schulte Roth & Zabel John Dawson, Partner at Statera Partners LLP, Former Head of Investor Relations, Rolls Royce Liad Meidar, Managing Partner & Chief Investment Officer, Gatemore Capital |
| 10:00-10:40 | Interview AkzoNobel: Case Story of a High Impact Activist Campaign Interviewer: Owen Walker, Asset Management Correspondent, Financial Times Interviewee: Daniel Summerfield, Co-Head, Responsible Investment, USS Investment Management |
| 10:40-11:10 | Networking Break |
| 11:10-11:50 | Panel Discussion The Transparency Conundrum: Disclosure as a Weapon for Engagements Moderator: Sarah Teslik, Partner, Joele Frank Panelists: Jaime Gornsztejn, Corporate Governance and Stewardship, Hermes Investment Management Christine Phillips, Partner, Fieldfisher |
| 11:50-12:30 PM | Panel Discussion Boards and Management: Best Practices in Managing Engagement Campaigns Moderator: Alfredo Porretti, Vice President, Shareholder Activism & Corporate Defense, Morgan Stanley Panelists: Daniel H. Burch, Chief Executive Officer, MacKenzie Partners, Inc. Carolyn Dittmeier, Director, Alpha Bank, Audit Committee Chair, Assicurazioni Generali David Katz, Partner, Wachtell, Lipton, Rosen & Katz |
| 12:30-1:30 | Networking Luncheon |
| 1:30-2:10 | The Unfolding of Shareholder Engagement: A Reframe of Engagement Strategy and Objective Moderator: Andrew Gebelin, Senior Director of Research, EMEA and Latin America, Glass Lewis Panelists: Ashley Hamilton Claxton, Head of Responsible Investment, Royal London Asset Management Kalina Lazarova, Associate Director, Governance and Sustainable Investment, BMO Global Asset Management Charles Nelson, Managing Director, Meetyl |
| 2:10-2:50 | Panel Discussion The Power of “Proactive”: How Active Investors are Forcing a Critical Review of Company Performance Moderator: William Mace, Senior Reporter, Europe, Activistmonitor (Acuris) Panelists: James Knowles, Partner, Novarca Cas Sydorowitz, Chief Executive Officer, Georgeson Rich Thomas, Director, Lazard |
| 2:50-3:20 | The Petrobras Class Action Settlement: Implications for Shareholders in Non U.S. Actions Discussants: Jeremy Hill, Group General Counsel, USS Ltd. Jennifer Pafiti, Partner, Pomerantz LLP Daniel Summerfield, Co-Head, Responsible Investment, USS Investment Management |
| 3:20-3:50 | Networking Break |
| 3:50-4:30 | Discussion How to Engage with an Activist: Keeping a Proxy Fight from Evolving or Devolving Moderator: Cas Sydorowitz, Chief Executive Officer, Georgeson Panelists: John Fitzpatrick, Managing Director, General Counsel, EMEA, Nardello & Co. Zachary George, Portfolio Manager, FrontFour Capital Group, LLC David Rosewater, Managing Director, Investment Banking Division, Morgan Stanley David Trenchard, Founder, David Trenchard Consulting Ltd. |
| 4:30-5:00 | Interview Rolls Royce to European Activist Campaigns Today: Implications for Engagements Going Forward Interviewer: Andrew Holt, Editor, IR Magazine Interviewee: Rich Thomas, Director, Lazard |
| 5:00 | Closing Remarks |
| 5:05 | Networking Reception |
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