with industry thought leaders, subject matter experts and issuers on how to best manage institutional investor campaigns for constructive outcomes
how U.S.-based activist campaigns affect the nature of engagements in the U.K. and Europe
the latest engagement strategies as expectations shift between U.K., European and U.S. issuers and institutional investors
Time | Description |
---|---|
8:00-8:25 | Registration & Continental Breakfast |
8:25-8:35 | Welcoming Remarks Christopher P. Skroupa, Founder & Chief Executive Officer, Skytop Strategies |
8:35-9:05 | Opening Keynote The Continuing Evolution of Engagement: Trends and Insights for Companies and Shareholders Presenter: Andy Griffiths, Executive Director, The Investor Forum |
9:05-9:20 | Topic Introduction Principles of Effective Stewardship: An Overview of the UK Stewardship Code and Its Aim in Promoting the Long Term Success of Companies Presenter: David Styles, Director, Corporate Governance, Financial Reporting Council |
9:20-9:50 | Opening Discussion The Path to Stewardship: How ESG Performance Drives Financial Performance Discussants: Josiane Fanguinovény, Head of Engagement, GES Investment Services David Styles, Director, Corporate Governance, Financial Reporting Council Robert Walker, Director of Governance & Social Research, HSBC |
9:50-10:20 | Activism Around the Globe: Comparison of Engagement Frameworks, Trends, and Their Outcomes Presenter: Julian Franks, Academic Director, Centre for Corporate Governance, Professor of Finance, London Business School |
10:20-10:40 | Networking Break |
10:40-10:50 | Topic Introduction Supporting Long-Term Investment: Practical Examples from the IA’s Productivity Action Plan Presenter: Andrew Ninian, Director, Corporate Governance and Engagement, The Investment Association |
10:50 – 11:35 | The Transition to Long-Termism: Proactive Engagement as a Means for Enhancing Value Moderator: Andrew Ninian, Director, Corporate Governance and Engagement, The Investment Association Panelists: Deborah Gilshan, Head of Sustainable Ownership, RPMI Railpen Felix Lo, Managing Director & Partner, Sandell Asset Management David Trenchard, Founder, David Trenchard Consulting Ltd. Jan Weber, Managing Director, Morgan Stanley |
11:35-11:55 | Topic Introduction Engaging in Battle: Preparing, Investigating and Managing Adverse Situations Presenter: Neil Kirton, Managing Director, Kroll |
11:55-12:40 PM | Strategy for Managing Shareholder Relations: Shifting Expectations for Engagement Moderator: Andrea Calise, Managing Director, Kekst Panelists: Neil Kirton, Managing Director, Kroll Paul Dunbar, Partner, Vinson & Elkins Alfredo Porretti, Vice President, Shareholder Activism & Corporate Defense, Morgan Stanley |
12:40-1:40 | Networking Lunch |
1:40-1:55 | Technology and Engagement: Tools to Bridge the Gap Between Investors and Issuers Presenter: Charles Nelson, Managing Director, Europe, Meetyl |
1:55-2:10 | Topic Introduction Investor Dialogue With Non-Executive Directors in the U.K. and Continental Europe: Legal Issues and Developing Best Practice Presenter: Hans-Christoph Hirt, Executive Director, Co-Head, Hermes EOS |
2:10–2:50 | Investor Dialogue With Non-Executive Directors in the U.K. and Continental Europe: Legal Issues and Developing Best Practice Moderator: George S. Dallas, Policy Director, International Corporate Governance Network Panelists: Arturo Albano, Member of the Board of Directors, Aeroporto Marconi di Bologna, Corporate Governance Specialist, Amber Capital Michael Herskovich, Head of Corporate Governance, BNP Paribas Asset Management Hans-Christoph Hirt, Executive Director, Co-Head, Hermes EOS |
2:50-3:10 | Networking Break |
3:10-3:25 | Topic Introduction How to Respond Effectively to an Activist Proposal: The Do’s and Don’ts of Engagement Presenter: Cas Sydorowitz, Chief Executive Officer, Georgeson |
3:25-4:05 | The Anatomy of a Shareholder Campaign: How Engagement Practices are Unfolding Moderator: Andrew Gebelin, Senior Director, European Research, Glass Lewis & Co. Panelists: Nigel Davies, Partner, RWC Partners Andrew Honnor, Managing Partner, Greenbrook James Knowles, Legion Partners Asset Management LLC Cas Sydorowitz, Chief Executive Officer, Georgeson |
4:05-4:20 | Case Story A Review of Background, Process and Outcome of an Engagement with Italy’s Largest Energy Company, Eni S.p.A Presenter: James Knowles, Legion Partners Asset Management LLC |
4:20-4:55 | The Cost of Leaks: How to Best Safeguard Against Misuse of Insider Information Interviewer: Michael Payne, Manager, EMEIA Advisory Centre, Cyber Security, EY Interviewee: Benedict Hamilton, Managing Director, Investigations and Disputes, Kroll |
4:55 | Closing Remarks |
5:00 | Program Adjourns, Networking Reception Begins |
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