October 22, 2024 - The Pierre Hotel - New York City | REGISTER


(2024 Agenda Coming Soon…)

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Tuesday, October 17, 2023

*All times are Eastern Time (ET)
7:30-8:20am Closed Door Breakfast
7:45am Conference Registration Opens
8:25am Opening Remarks
  • Ken Squire, Founder and President, 13D Monitor/13D Management
  • Squire
8:30am Investment Idea: Starboard Value
  • Jeffrey C. Smith, Managing Member and the Chief Executive Officer & Chief Investment Officer, Starboard Value LP
  • Smith
9:00am Fireside Chat: Jay Clayton and Harold Ford Jr.
  • Jay Clayton, Chairman of the SEC 2017-2020
  • Harold Ford Jr., Former Congressional Representative, Regional President, PNC Bank
  • Clayton
  • Ford
9:25am Panel: 2023 Proxy Season Recap and 2024 Outlook (Part 1)
  • Sebastian Alsheimer, Partner and Co-Head of Shareholder Engagement & Activism, Wilson Sonsini Goodrich & Rosati
  • Andrew Elken, Partner, Latham & Watkins LLP
  • Bruce H. Goldfarb, President & Chief Executive Officer, Okapi Partners LLC
  • Phil Larrieu, Investment Officer of Stewardship, Oregon State Treasury
  • Alsheimer
  • Elken
  • Goldfarb
  • Larrieu
9:50am Investment Idea: Engaged Capital
  • Christopher B. Hetrick, Director of Research, Engaged Capital, LLC
  • Hetrick
10:10am Activist Lightning Round
  • Shaival Patel, Head of US Equity Sales, Mizuho (Moderator)
  • Jim Chadwick, President, Ancora Alternatives LLC
  • Christopher Kiper, Chief Investment Officer, Legion Partners Asset Management LLC
  • Patel
  • Chadwick
  • Kiper
10:30am Securities and Exchange Commission Q&A
  • Ted Yu, Associate Director, Specialized Policy and Disclosure, Division of Corporation Finance U.S. Securities and Exchange Commission
  • Ken Squire, Founder and President, 13D Monitor/13D Management
  • Yu
  • Squire
10:45am M&A Activism
  • Joseph Berardino, Managing Director, Alvarez & Marsal
  • Kyle Harris, Partner, Cleary Gottlieb Steen & Hamilton LLP
  • Charlotte Kiaie, Partner, Longacre Square Partners
  • Scott S. Winter, Managing Director, Innisfree M&A Incorporated
  • Berardino
  • Harris
  • Kiaie
  • Winter
11:10am Investment Idea: Sachem Head Capital Management
  • Scott Ferguson, Managing Partner, Sachem Head Capital Management
  • Ferguson
11:30am Panel: Trending Legal Issues: SEC/Regulatory Proposals and Rules Update
  • Ele Klein, Partner, Schulte Roth & Zabel LLP
  • Patricia Olasker, Partner, Davies Ward Phillips & Vineberg LLP
  • Douglas A. Rappaport, Partner, Akin Gump Strauss Hauer & Feld LLP
  • Klein
  • Olasker
  • Rappaport
11:50am Fireside Chat: Greg Brown and Keith Meister
  • David Faber, Anchor, CNBC (Moderator)
  • Greg Brown, Chairman and Chief Executive Officer, Motorola Solutions Inc
  • Keith Meister, Founder & CIO, Corvex Management LP
  • Faber
  • Brown
  • Meister
12:20pm Fireside Chat: Boaz Weinstein and Ken Squire
  • Boaz Weinstein, Founder and Chief Investment Officer, Saba Capital Management LP
  • Ken Squire, Founder and President, 13D Monitor/13D Management
  • Weinstein
  • Squire
12:50pm Lunch Panel / Activist Lightning Round
  • Shaival Patel, Head of US Equity Sales, Mizuho (Moderator)
  • Scott Ostfeld, Managing Partner and Portfolio Manager, JANA Partners LLC
  • David Johnson, Founder and Managing Partner, Caligan Partners LP
  • Jonathan Litt, Founder and CIO, Land & Buildings
  • James Smith, Founder and CIO, Palliser Capital (UK) Ltd
  • Patel
  • Ostfeld
  • Johnson
  • Litt
  • Smith
2:00pm Panel: 2023 Proxy Season Recap and 2024 Outlook (Part 2)
  • Bill Fiske, Head of M&A and Contested Situations – U.S., Georgeson LLC
  • Patrick Gadson, Partner and Co-Head of Shareholder Activism, Vinson & Elkins LLP
  • Jennifer F. Longhurst, Partner, McCarthy Tetrault LLP
  • Fiske
  • Gadson
  • Longhurst
2:20pm Fireside Chat: Ed Garden and Ken Squire
  • Ed Garden, Chairman and CEO, Garden Investments
  • Ken Squire, Founder and President, 13D Monitor/13D Management
  • Garden
  • Squire
2:45pm Fireside Chat: Cristiano Guerra and Andy Freedman
  • Cristiano Guerra, Head of Special Situations Research, Institutional Shareholder Services (ISS)
  • Andrew Freedman, Co-Managing Partner and Chair of Shareholder Activism Practice, Olshan Frome Wolosky LLP
  • Guerra
  • Freedman
3:10pm Featured Presentation: International Activism
  • Nabeel Bhanji, Senior Portfolio Manager, Elliott Investment Management L.P.
  • Bhanji
3:35pm Refreshment Break
3:50pm Panel: Defending Against Activism
  • Daniel H. Burch, Chief Executive Officer, MacKenzie Partners, Inc
  • Barrett Golden, Partner, Joele Frank, Wilkinson Brimmer Katcher
  • David A. Katz, Partner, Wachtell, Lipton, Rosen & Katz
  • Burch
  • Golden
  • Katz
4:10pm Investment Idea: Impactive Capital
  • Lauren Taylor Wolfe, Managing Partner, Impactive Capital
  • Wolfe
4:30pm Panel: Investor Perspectives
  • Chris Young, Managing Director/Global Head of Contested Situations Advisory Team, Jefferies Financial Group Inc. (Moderator)
  • Kristin Drake, Head of Investment Stewardship and Vice President, Dimensional Fund Advisors
  • Quentin Koffey, Managing Partner and Chief Investment Officer, Politan Capital Management
  • Peter Reali, Managing Director, Responsible Investing, Nuveen, LLC
  • Young
  • Drake
  • Koffey
  • Reali
5:00pm Fireside Chat: Carl Icahn and Ken Squire (live via Zoom)
  • Carl C. Icahn, Chairman, Icahn Enterprises, LP
  • Ken Squire, Founder and President, 13D Monitor/13D Management
  • Icahn
  • Squire
5:30pm Cocktail Reception
6:00pm Conference Concludes