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