October 6, 2021 | REGISTER NOW

2020 SUMMIT AGENDA

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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