SUMMIT AGENDA
Tuesday, October 18, 2022
*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
-
Smith
9:00am Trending Legal Issues Facing Shareholder Activism
- Christopher R. Drewry, Partner, Latham & Watkins
- Kyle Harris, Partner, Cleary Gottlieb Steen & Hamilton
- Jennifer F. Longhurst, Partner, McCarthy Tetrault
-
Drewry
-
Harris
-
Longhurst
9:20am Fireside Chat: Jay Clayton
- Ken Squire, Founder and President, 13D Monitor/13D Management
- Jay Clayton, Chairman of the SEC 2017-2020
-
Squire
-
Clayton
9:45am The Intersection of ESG and Activism
- Mack Abbot, Director, Investment Analyst, Starboard Value
- Doug Rappaport, Partner, Akin Gump Strauss Hauer & Feld
- Cas Sydorowitz, Global Head, Georgeson
-
Abbot
-
Rappaport
-
Sydorowitz
10:05am REFRESHMENT BREAK
10:20am Investment Idea: Lauren Taylor Wolfe
- Lauren Taylor Wolfe, Managing Partner, Impactive Capital
-
Wolfe
10:40am International Investment Ideas
- Shaival Patel, Head of US Equity Sales, Mizuho (Moderator)
- Anne-Sophie d'Andlau, Co-Founder & Deputy CEO, CIAM
- Marco Taricco, Co-CIO & Partner, Bluebell Capital Partners
-
Patel
-
d'Andlau
-
Taricco
11:00am M&A Activism
- Joseph Berardino, Managing Director, Alvarez & Marsal
- Keith Hallam, Partner, Cravath, Swaine & Moore
- Jason Koenig, Partner, Akin Gump Strauss Hauer & Feld
- Dan Zacchei, Managing Partner, Longacre Square Partners
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Berardino
-
Hallam
-
Koenig
-
Zacchei
11:25am Investment Idea: Scott Ferguson
- Scott Ferguson, Managing Partner, Sachem Head Capital Management
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Ferguson
11:45am New Universal Proxy and SEC Rules
- Elizabeth Gonzalez-Sussman, Partner, Olshan Frome Wolosky
- Joe Germani, Partner, Longacre Square Partners
- Jonathan E. Salzberger, Senior Director, Innisfree M&A Incorporated
-
Gonzalez-Sussman
-
Germani
-
Salzberger
12:05pm Lunch Panel / Activist Lightning Round
- Chris Pollard, Managing Director and Head of Market Strategy, Cowen (Moderator)
- Alexander Denner, Chief Investment Officer, Sarissa Capital Management
- Jonathan Litt, Founder and CIO, Land & Buildings
- Scott Ostfeld, Partner & Co-Portfolio Manager, JANA Partners
- Marc Steinberg, Senior Portfolio Manager, Elliott Management
-
Pollard
-
Denner
-
Litt
-
Ostfeld
-
Steinberg
1:20pm Effective Governance in an Activism Context
- Patrick Gadson, Partner and Co-Head of Shareholder Activism, Vinson & Elkins
- Bruce Goldfarb, President & Chief Executive Officer, Okapi Partners
- Patricia Olasker, Partner, Davies Ward Phillips & Vineberg
-
Gadson
-
Goldfarb
-
Olasker
1:40pm Creating Value & Impact Through Active Ownership
- Eva T. Zlotnicka, Founder & Managing Partner, Inclusive Capital Partners
- Robert G. Eccles, Visiting Professor of Management Practice, Saïd Business School, University of Oxford
-
Zlotnicka
-
Eccles
2:05pm 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
2:25pmInvestment Idea: Keith Meister
- Keith Meister, Founder & CIO, Corvex Management LP
-
Meister
2:45pm Fireside Chat: Steve Wolosky and Cristiano Guerra
- Steve Wolosky, Partner and Co-Chair of Shareholder Activism Group, Olshan Frome Wolosky
- Cristiano Guerra, Head of Special Situations Research, Institutional Shareholder Services (ISS)
-
Wolosky
-
Guerra
3:10pm REFRESHMENT BREAK
3:25pm Woke and Anti-Woke ESG Activism
- Allison Bennington, Global Head of ESG and Chair Activism Practice, PJT Partners
- Tariq Fancy, Founder & CEO, The Rumie Initiative (former CIO for Sustainable Investing, BlackRock)
- Edward Rock, Martin Lipton Professor of Law, NYU
-
Bennington
-
Fancy
-
Rock
3:45pm Investment Idea: G. Mason Morfit (presented via video)
- G. Mason Morfit, Partner, CEO & CIO, ValueAct Capital
-
Morfit
4:05pm Investor Perspectives
- Chris Young, Managing Director/Global Head of Contested Situations Advisory Team, Jefferies (Moderator)
- Ben Colton, Global Head of Asset Stewardship, State Street Global Advisors (SSGA)
- Jonathan Duskin, Chief Executive Officer, Macellum
- Caitlin McSherry, Senior Vice President and Director of Investment Stewardship, Neuberger Berman
-
Young
-
Colton
-
Duskin
-
McSherry
4:35pm Fireside Chat: Daniel S. Loeb
- David Faber, Anchor, CNBC
- Daniel S. Loeb, CEO and Founder, Third Point
-
Faber
-
Loeb
5:05pm Cocktail Reception
6:00pm Conference Concludes