April 17, 2018 - The Plaza Hotel - New York City | REGISTER NOW



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Thursday, April 27, 2017

7:00am Exhibit Set-Up Opens
7:15am Registration for Closed-Door Breakfast Attendees
7:30-8:20am Closed-Door Breakfast
7:45am Registration for All Attendees
8:25am Opening Remarks
  • Kenneth Squire, Founder and President, 13D Monitor/13D Activist Fund
  • Squire
8:30am Featured Presentation
  • Jeffrey C. Smith, Managing Member and the Chief Executive Officer & Chief Investment Officer, Starboard Value
  • Smith
8:50am Representing Activists

Advisers who have extensive experience representing activist investors will discuss their process, insights and perspective. How do activists determine which companies to target? How do they recommend engaging with management and boards?

Panel Participants:
  • Samuel J. Lieberman, Partner, Sadis & Goldberg LLP (Moderator)
  • Christopher Davis, Partner, Kleinberg, Kaplan, Wolff & Cohen
  • Bruce Goldfarb, President & Chief Executive Officer, Okapi Partners
  • Eleazer Klein, Partner, Schulte Roth & Zabel
  • Jeffrey L. Kochian, Partner, Akin Gump Strauss Hauer & Feld LLP
  • Lieberman
  • Davis
  • Goldfarb
  • Klein
  • Kochian
9:30am Key Take Away and Responses
  • Adel Aslani-Far, Partner, Latham & Watkins
  • Andrew Freedman, Partner, Olshan Frome Wolosky
  • Aslani-Far
  • Freedman
9:40am Featured Presentation
  • G. Mason Morfit, President, ValueAct Capital
  • Morfit
10:00am Serving on a Board as a Result of an Activist’s Initiative

Panelists will discuss their experience on boards in the wake of activism. They will describe the incumbent directors’ attitude toward them, how it evolved, their role in shaping the board’s strategy, and lessons they learned - a rare glimpse into the activist-populated boardroom.

Panel Participants:
  • Steven A. Seiden, President, Seiden Krieger Associates, Inc
  • William H. Lenehan, Chief Executive Officer, Four Corners Property Trust
  • Patrice Merrin, Director, Glencore PLC and Stillwater Mining
  • Randy Thurman, Senior Advisor, BC Partners
  • Seiden
  • Lenehan
  • Merrin
  • Thurman
10:25am Refreshment Break
10:40am Fireside Chat
  • Walied Soliman, Partner, Norton Rose Fulbright (Interviewer)
  • Anna Stylianides, Executive Chairman, Eco Oro Minerals Corp
  • Soliman
  • Stylianides
11:05am The Impact and Consequences of the Allergan / Valeant Campaign

This panel will provide insight into the high profile, unorthodox and consequential Allergan/Valeant activist engagement. Featuring panelists with firsthand experience, this discussion offers an inside view of this activist campaign and the key lessons and takeaways that have been learned as a result.

Panel Participants:
  • Dan Katcher, Partner and Vice Chairman, Joele Frank
  • David A. Katz, Partner, Wachtell, Lipton, Rosen & Katz
  • Arnold Pinkston, Former Executive Vice President and General Counsel, Allergan
  • Paul Tosetti, Partner, Latham & Watkins, LLP
  • Katcher
  • Katz
  • Pinkston
  • Tosetti
11:45am Featured Presentation
Presented by:
  • Ed Garden, Chief Investment Officer and Founding Partner, Trian Fund Management
  • Garden
12:05pm Lunch - Activist Lightening Round

Top activist investors each discuss an investment idea.

Panel Participants:
  • David Seaburg, Managing Director and Head of Sales Trading, Cowen and Company and CNBC Fast Money Contributor (Moderator)
  • Teresa Barger, CEO and CIO, Cartica Management
  • Jesse Cohn, Senior Portfolio Manager & Head of US Equity Activism, Elliott Management Corporation
  • Alexander Denner, Chief Investment Officer, Sarissa Capital Management
  • Scott Ostfeld, Partner, JANA Partners
  • Seaburg
  • Barger
  • Cohn
  • Denner
  • Ostfeld
1:05pm Featured Presentation
Presented by:
  • Clifton S. Robbins, Chief Executive Officer, Blue Harbour Group
  • Robbins
1:25pm Activism in Canada

Advisers with extensive activism experience in Canada will discuss issues and strategies related to cross-border activist campaigns. Framing the analysis with the common but hypothetical fact scenario in which a US-based activist investor wishes to influence board composition and effect change within a Canadian company, panelists will discuss the strategic and legal issues that arise when communicating with and soliciting support from fellow shareholders. How can the activist investor effectively communicate with other shareholders, while avoiding the legal pitfalls that expose the activist to attack? What types of communication should the activist investor avoid? What are the consequences of being found to be acting jointly or in concert with other shareholders in the Canadian context?

Panel Participants:
  • Jonathan Feldman, Partner, Goodmans LLP
  • Richard Steinberg, Partner, Fasken Martineau
  • Feldman
  • Steinberg
1:50pm Defending Against Activism

Top advisers will discuss how they approach company representation to prevent and defend against proxy fights. What internal steps should be taken? What does a company do once a proxy fight has commenced? How should the company engage and communicate with shareholders and the media before and during a proxy campaign? How does the current regulatory landscape and corporate governance climate affect activist situations and corporate governance?

Panel Participants:
  • Nadia Damouni, Senior Vice President, Edelman (Moderator)
  • Mark Harnett, Founding Partner, Strategic Governance Advisors
  • Kai Liekefett, Partner, Vinson & Elkins
  • Monika Driscoll, Partner, Brunswick Group
  • Scott Winter, Managing Director, Innisfree
  • Damouni
  • Harnett
  • Liekefett
  • Driscoll
  • Winter
2:30pm Key Take Away and Responses
  • Adel Aslani-Far, Partner, Latham & Watkins
  • Andrew Freedman, Partner, Olshan Frome Wolosky
  • Aslani-Far
  • Freeman
2:40pm Featured Presentation
Presented By:
  • Keith Meister, Managing Partner, Corvex Management
  • Meister
3:00pm Refreshment Break
3:15pm Featured Presentation
Presented By:
  • Mick McGuire, Founder and Managing Partner, Marcato Capital Management
  • McGuire
3:35pm Fireside Chat
  • Allison Bennington, General Counsel and Partner, ValueAct Capital Management
  • Rakhi Kumar, Managing Director and Head of ESG Investments and Asset Stewardship, State Street Global Advisors
  • Bennington
  • Kumar
4:00pm Investor Perspectives

This session will provide valuable insight from important institutional investors regarding how they view activist situations and corporate governance issues and will explore the changing nature of engagement between institutional investors, activists and issuers.

Panel Participants:
  • Chris Young, Managing Director, Credit Suisse (Moderator)
  • Peter Feld, Managing Member, Portfolio Manager & Head of Research, Starboard Value LP
  • David Giroux, CIO and Portfolio Manager of Capital Appreciation Fund, T.Rowe Price
  • W.Robert Main, Head of Portfolio Company Engagement, Analysis, and Voting, Vanguard Investment Stewardship
  • Sacha Sadan, Director of Corporate Governance, Legal & General Investment Management
  • Anne Sheehan, Director of Corporate Governance, California State Teachers’ Retirement System
  • Young
  • Feld
  • Giroux
  • Main
  • Sadan
  • Sheehan
4:40pm Fireside Chat
  • Paul Hilal, Founder and CEO, Mantle Ridge LP
  • Patricia Olasker, Partner, Davies Ward Phillips & Vineberg LLP (Interviewer)
  • Hilal
  • Olasker
5:05pm Cocktail Reception
6:00pm Conference Concludes