April 16, 2019 - The Plaza Hotel - New York City | REGISTER NOW

2019 SUMMIT AGENDA

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Tuesday, April 16, 2019

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 Conference
8:30am Opening Remarks
  • Ken Squire, Founder and President, 13D Monitor/13D Activist Fund
  • Squire
8:35am Investment Idea
Presented by:
  • Jeffrey C. Smith, Managing Member and the Chief Executive Officer & Chief Investment Officer, Starboard Value
  • Smith
8:55am Trending Legal Issues Facing Shareholder Activism
Panel Participants:
  • Josh Dubofsky, Partner, Latham & Watkins LLP
  • Andrew Freedman, Partner, Olshan Frome Wolosky
  • Keith Hallam, Partner, Cravath, Swaine & Moore LLP
  • Dubofsky
  • Freedman
  • Hallam
9:20am Fireside Chat: Preparing for Shareholder Activism
  • Nik Deogun, CEO of the Americas and U.S. Senior Partner, Brunswick
  • Ken Moelis, Chairman & Chief Executive Officer, Moelis & Company
  • Deogun
  • Moelis
9:45am Investment Idea
Presented By:
  • Keith Meister, Managing Partner, Corvex Management
  • Meister
10:05am Defending Against Activism

Top advisors 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 shareholder and the media before and during a campaign? How does the current corporate governance climate affect activist situations?

Panel Participants:
  • Daniel H. Burch, Chief Executive Officer, Mackenzie Partners
  • Joele Frank, Managing Partner, Joele Frank, Wilkinson Brimmer Katcher
  • David A. Katz, Partner, Wachtell, Lipton, Rosen & Katz
  • Burch
  • Frank
  • Katz
10:30am Refreshment Break
10:45am Fireside Chat: Detour Gold

Marcelo Kim a partner of Paulson & Co., Inc. will sit down with Jon Feldman in a fireside chat to discuss the key lessons learned by Paulson following its successful campaign to remove and replace the majority of the board of Detour Gold Corporation, Canada’ s most high profile proxy contest in years.

  • Jonathan Feldman, Partner, Goodmans LLP
  • Marcelo Kim, Partner, Paulson & Co., Inc
  • Feldman
  • Kim
11:10am 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 engagement with management and boards?

Panel Participants:
  • Eleazer Klein, Partner, Schulte Roth & Zabel
  • Bruce Goldfarb, President & Chief Executive Officer, Okapi Partners
  • Douglas A. Rappaport, Partner, Akin Gump Strauss Hauer & Feld LLP
  • Klein
  • Goldfarb
  • Rappaport
11:35am Fireside Chat
  • Ken Squire, Founder and President, 13D Monitor/13D Activist Fund
  • Jeffrey W. Ubben, Founder and Chief Executive Officer, ValueAct Capital
  • Squire
  • Ubben
12:05pm Lunch - Activist Lightening Round

Top activist investors each discuss an investment idea.

Panel Participants:
  • Stephen L Weiss, Managing Partner, Short Hills Capital Partners LLC (Moderator)
  • Alexander Denner, Chief Investment Officer, Sarissa Capital Management
  • Chris Kiper, Managing Director, Legion Partners Asset Management, LLC
  • Jonathan Litt, Founder and CIO, Land & Buildings
  • Kevin Oram, Co-Founder and Co-Portfolio Manager, Praesidium Investment Management Company
  • Weiss
  • Denner
  • Kiper
  • Litt
  • Oram
1:10pm Best & Worst Things a Company Can Do When Approached by an Activist

Key participants, each bringing different perspectives, will discuss and debate the best and worst steps that a company can take when approached by an activist.

Panel Participants:
  • Patrick Gadson, NY Chair of Shareholder Activism Practice, Vinson & Elkins LLP
  • Larry W. Miller, Managing Director, Innisfree M&A Incorporated
  • Dan Zacchei, Managing Director, Sloane & Company
  • Gadson
  • Miller
  • Zacchei
1:35pm Investment Idea
Presented By:
  • Lauren Taylor Wolfe, Managing Partner, Impactive Capital
  • Wolfe
1:55pm Fireside Chat
  • Karen Finerman, CEO, Metropolitan Capital
  • Jesse Cohn, Partner and Head of Activism, Elliott Management Corporation
  • Finerman
  • Cohn
2:25pm Refreshment Break
2:40pm 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/Global Head of Contested Situations Advisory Team, Jefferies (Moderator)
  • Brian Denney, Senior Strategist, Vanguard Investment Stewardship
  • Quentin Koffey, Portfolio Manager, D.E. Shaw
  • Aeisha Mastagni, Portfolio Manager, California State Teachers' Retirement System
  • Young
  • Denney
  • Koffey
  • Mastagni
3:10pm Fireside Chat
  • Steve Wolosky, Partner, Olshan Frome Wolosky
  • Cristiano Guerra, Head of Special Situations Research, Institutional Shareholder Services (ISS)
  • Wolosky
  • Guerra
3:40pm Investment Idea
Presented by:
  • Glenn Welling, Founder and Chief Investment Officer, Engaged Capital
  • Welling
4:00pm 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 learned – are rare glimpse into the boardroom.

Panel Participants:
  • Aaron Atkinson, Partner, Davies Ward Phillips & Vineberg LLP (Moderator)
  • Patrice Merrin, Director, Glencore plc, Kew Media Group and Samuel, Son & Co.
  • Matthew H. Paull, Board Director, Retired CFO McDonald’s Corp.
  • Linda Riefler, Board Director, MSCI and CSX Corporation
  • Atkinson
  • Merrin
  • Paull
  • Riefler
4:30pm Fireside Chat
  • Ken Squire, Founder and President, 13D Monitor/13D Activist Fund
  • William A. Ackman, Founder and Chief Executive Officer, Pershing Square Capital Management
  • Squire
  • Ackman
5:00pm Cocktail Reception
6:00pm Conference Concludes