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

WE THANK OUR SPONSORS

FOR SUPPORTING THIS PROGRAM

STRATEGIC PARTNER

TITLE SPONSORS

PROGRAM SPONSORS

managed futures

NETWORKING PARTNERS