2020 SUMMIT AGENDA
(2021 SUMMIT AGENDA COMING SOON)
Thursday, October 08, 2020
- All times are - EDT
8:00am Opening Remarks
- Ken Squire, Founder and President, 13D Monitor/13D Activist Fund
-
Squire
8:05am Investment Idea: Starboard Value
- Jeffrey C. Smith, Managing Member and the Chief Executive Officer & Chief Investment Officer, Starboard Value
-
Smith
8:35am M&A Activism
- Joseph Berardino, Managing Director, Alvarez & Marsal
- Jeffrey Kochian, Partner, Akin Gump Strauss Hauer & Feld LLP
- Patricia Olasker, Partner, Davies Ward Phillips & Vineberg LLP
-
Berardino -
Kochian -
Olasker
9:05am Fireside Chat with Lars Förberg
- Lars Förberg, Founding Partner, Cevian Capital
-
Förberg
9:35am Globalization of Activism
- Jérôme Biscay, Partner, Brunswick
- Arthur B. Crozier, Chairman, Innisfree M&A Incorporated and Lake Isle M&A Incorporated
- Keith Hallam, Partner, Cravath, Swaine & Moore LLP
-
Biscay -
Crozier -
Hallam
10:05am International Lightning Round
- Andrew Honnor, Managing Partner, Greenbrook (Moderator)
- Teresa C. Barger, Co-Founder & CEO, Cartica Management
- Catherine Berjal, CIO, CIAM
- Giuseppe Bivona, Founding Partner, Bluebell Capital Partners Limited
- Liad Meidar, Managing Partner, Gatemore Capital Management
-
Honnor -
Barger -
Berjal -
Bivona -
Meidar
10:55am SEC Rule Changes
- Aneliya Crawford, Partner, Schulte Roth & Zabel
- Christopher R. Drewry, Partner, Latham & Watkins LLP
- Lawrence Elbaum, Partner, Vinson & Elkins LLP
-
Crawford -
Drewry -
Elbaum
11:25am Fireside Chat with Bill Ackman (this session is not available for on demand viewing)
- William A. Ackman, Founder and Chief Executive Officer, Pershing Square Capital Management
-
Ackman
12:00pm Fireside Chat with Cristiano Guerra (ISS)
- Cristiano Guerra, Head of Special Situations Research, Institutional Shareholder Services (ISS)
- Steve Wolosky, Partner, Olshan Frome Wolosky
-
Guerra -
Wolosky
12:35pm Investment Idea: ValueAct Capital
- G. Mason Morfit, CEO & CIO, ValueAct Capital
-
Morfit
1:05pm Representing Activists
- Jonathan Feldman, Partner, Goodmans LLP
- Bruce Goldfarb, President & Chief Executive Officer, Okapi Partners
- Dan Zacchei, President, Special Situations, Sloane & Company
-
Feldman -
Goldfarb -
Zacchei
1:35pm Investment Idea: Strategic Capital
- Tsuyoshi Maruki, President and Founder, Strategic Capital
-
Maruki
2:00pm Lightning Round
- Raymond Ko, Head of Strategic Transactions Group, Americas, Société Générale Corporate and Investment Banking (Moderator)
- Christopher S. Kiper, Co-Founder and Managing Director, Legion Partners Asset Management, LLC
- Jonathan Litt, Founder and CIO, Land & Buildings
- Glenn Welling, Founder and Chief Investment Officer, Engaged Capital
- Lauren Taylor Wolfe, Managing Partner, Impactive Capital
-
Ko -
Kiper -
Litt -
Welling -
Wolfe
2:50pm Fireside Chat with Jeff Ubben (this session is not available for on demand viewing)
- Jeff Ubben, Founder & Managing Partner, Inclusive Capital Partners
-
Ubben
3:25pm Defending Against Activism
- Daniel H. Burch, Chief Executive Officer, MacKenzie Partners, Inc
- Joele Frank, Managing Partner, Joele Frank, Wilkinson Brimmer Katcher
- David A. Katz, Partner, Wachtell, Lipton, Rosen & Katz
-
Burch -
Frank -
Katz
3:55pm Investment Idea: Corvex Capital
- Keith Meister, Managing Partner and Chief Investment Officer, Corvex Management
-
Meister
4:20pm Fireside Chat with Alex Denner
- Alexander Denner, Chief Investment Officer, Sarissa Capital Management
-
Denner
4:50pm Investor Perspectives
- Chris Young, Managing Director/Global Head of Contested Situations Advisory Team, Jefferies (Moderator)
- Ray Cameron, Managing Director, Head of Investment Stewardship, BlackRock
- Scott Ostfeld, Partner, JANA Partners
- Eva T. Zlotnicka, Founder & Managing Partner, Inclusive Capital Partners
-
Young -
Cameron -
Ostfeld -
Zlotnicka
5:25pm Fireside Chat with Carl Icahn
- Carl C. Icahn, Chairman, Icahn Enterprises
-
Icahn