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 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 Defending Against Activism
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
10:10am Investment Idea
Presented by:
  • Glenn Welling, Founder and Chief Investment Officer, Engaged Capital
  • Welling
10:30am Refreshment Break
10:45am Fireside Chat: Detour Gold
  • Jonathan Feldman, Partner, Goodmans LLP
  • Marcelo Kim, Partner, Paulson & Co., Inc
  • Feldman
  • Kim
11:10am Representing Activists
Panel Participants:
  • Eleazer Klein, Partner, Schulte Roth & Zabel
  • Jeffrey L. Kochian, Partner, Akin Gump Strauss Hauer & Feld LLP
  • Bruce Goldfarb, President & Chief Executive Officer, Okapi Partners
  • Klein
  • Kochian
  • Goldfarb
11:35am TBA
11:55am Fireside Chat
  • Ken Squire, Founder and President, 13D Monitor/13D Activist Fund
  • Jeffrey W. Ubben, Founder and Chief Executive Officer, ValueAct Capital
  • Squire
  • Ubben
12:20pm Lunch - Activist Lightening Round

Top activist investors each discuss an investment idea.

Panel Participants:
  • 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
  • Denner
  • Kiper
  • Litt
  • Oram
1:25pm Best & Worst Things a Company Can Do 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
1:50pm Fireside Chat
  • Karen Finerman, CEO, Metropolitan Capital
  • Jonathan Pollock, Co-Chief Executive Officer, Co-Chief Investment Officer and Chief Trading Officer, Elliott Management Corporation
  • Finerman
  • Pollock
2:15pm Investment Idea
Presented By:
  • Lauren Taylor Wolfe, Managing Partner, Impactive Capital
  • Wolfe
2:35pm Refreshment Break
2:50pm Fireside Chat
  • Steve Wolosky, Partner, Olshan Frome Wolosky
  • Cristiano Guerra, Head of Special Situations Research, Institutional Shareholder Services (ISS)
  • Wolosky
  • Guerra
3:15pm Investment Idea
Presented By:
  • Keith Meister, Managing Partner, Corvex Management
  • Meister
3:35pm Serving on a Board as a Result of an Activist's Initiative
Panel Participants:
  • Patricia Olasker, 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.
  • Olasker
  • Merrin
  • Paull
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/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
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