SUMMIT AGENDA

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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 LLP
James Langston, Partner, Cleary Gottlieb
Jennifer F. Longhurst, Partrner, McCarthy Tetrault

Drewry
Langston
Longhurst

9:20am Fireside Chat: Jay Clayton

Jay Clayton, Chairman of the SEC 2017-2020

Clayton

9:45am The Intersection of ESG/Activism

10:05am REFRESHMENT BREAK

10:20am Investment Idea: G. Mason Morfit (presented via video)

G. Mason Morfit, CEO & CIO, ValueAct Capital

Morfit

10:40am International Investment Ideas

Anne-Sophie d'Andlau, Co-Founder & Deputy CEO, CIAM
Marco Taricco, Co-CIO & Partner, Bluebell Capital Partners

Andlau
Taricco

11:00am M&A Activism

Joseph Berardino, Managing Director, Alvarez & Marsal
Keith Hallam, Partner, Cravath, Swaine & Moore LLP
Jason Koenig, Partner, Akin Gump Strauss Hauer & Feld LLP
Dan Zacchei, Managing Partner, Longacre Square Partners

Berardino
Hallam
Koenig
Zacchei

11:25am Investment Idea: Scott Ferguson

Scott Ferguson, Managing Partner, Sachem Head Capital Management

Ferguson

11:45am New Universal Proxy and SEC Rules

Elizabeth Gonzalez-Sussman, Partner, Olshan Frome Wolosky
Charlotte Kiaie, Partner, Longacre Square Partners
Jonathan E. Salzberger, Senior Director, Innisfree M&A Incorporated

Gonzalez-Sussman
Kiaie
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 What Does Good Corporate Governance Look like?

Patrick Gadson, Partner and Co-Head of Shareholder Activism, Vinson & Elkins LLP
Bruce Goldfarb, President & Chief Executive Officer, Okapi Partners
Patricia Olasker, Partner, Davies Ward Phillips & Vineberg LLP

Gadson
Goldfarb
Olasker

1:40pm Fireside Chat: Eva Zlotnicka and Robert Eccles

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

Tariq Fancy, Founder & CEO, The Rumie Initiative (former CIO for Sustainable Investing, BlackRock)

Fancy

3:45pm Investment Idea: Lauren Taylor Wolfe

Lauren Taylor Wolfe, Managing Partner, Impactive Capital

Wolfe

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)
Caitlin McSherry, Senior Vice President and Director of Investment Stewardship, Neuberger Berman

Young
Colton
McSherry

4:30pm Fireside Chat: Daniel S. Loeb

Daniel S. Loeb, CEO and Founder, Third Point

Loeb

5:00pm Cocktail Reception

6:00pm Conference Concludes