October 18, 2022 - The Pierre Hotel - New York City | REGISTER

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
  • 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
  • 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
  • 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