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CNBC Interviews Live from Active-Passive Investor Summit |
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Senior representatives from top active and passive investors will meet in a closed door forum to discuss their views on activist investing and corporate governance issues.
Opening Welcome By: Kenneth B. Squire, Founder and President, 13D MONITOR/13D ACTIVIST FUND [ BIO ] Andy Melvin, Managing Director, INFORMATION MANAGEMENT NETWORK
Moderated by a primarily company-side professional, lawyers and proxy solicitors who have extensive experience representing activists will discuss the process and perspective of activist investing. Moderator: Jason Chudoba, Account Director, ICR, INC. [ BIO ] Panelists: Mark H. Harnett, President, MACKENZIE PARTNERS, INC. [ BIO ] Steven J. Williams, Partner, PAUL, WEISS, RIFKIND, WHARTON & GARRISON LLP [ BIO ] Steve Wolosky, Partner / New York, OLSHAN GRUNDMAN FROME ROSENZWEIG & WOLOSKY LLP [ BIO ] Bruce H. Goldfarb, President & Chief Executive Officer, OKAPI PARTNERS LLC [ BIO ]
David DiDomenico, Partner, JANA PARTNERS LLC
Activists, institutional investors, lawyers and proxy solicitors with extensive experience conducting and defending activism in Canada will discuss the growing strategy of activism north of the border and how the Canadian laws and customs make it both easier and more difficult to run a successful activist campaign. Moderator: Richard J. Carty, Partner, WEST FACE CAPITAL [ BIO ] Panelists: Brad Allen, Senior Vice President, LAUREL HILL ADVISORY GROUP, LLC [ BIO ] Eric Rosenfeld, Chief Executive Officer, CRESCENDO PARTNERS LP [ BIO ] David McAusland, Partner, MCCARTHY TETRAULT LLP [ BIO ] William Royan, Vice President, ONTARIO TEACHERS PENSION PLAN [ BIO ]
Senior corporate governance executives of the largest pension funds and institutional investors will discuss their evolving thoughts on shareholder activism and the developments in corporate governance. Moderator: Luke Bierman, Of Counsel, COHEN MILSTEIN SELLERS & TOLL PLLC [ BIO ] Panelists: Janice Hester-Amey, Portfolio Manager, CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM - CALSTRS [ BIO ] Donna Anderson, Corporate Governance Specialist, T. ROWE PRICE ASSOCIATES [ BIO ] Susanne Gealy, Director, Investments Division - External Public Markets, TEACHERS RETIREMENT SYSTEM OF TEXAS [ BIO ]
Jeffrey C. Smith, Managing Member and the Chief Executive Officer & Chief Investment Officer, STARBOARD VALUE LP [ BIO ]
Top lawyers, public relations and proxy professionals will discuss how they approach Company representation to prevent and defend against proxy fights. What should companies do to prevent a proxy fight? What should they do when a proxy fight is commenced? How do they get support of other shareholders? How should the company work with shareholders and the media prior to, and during, a proxy fight? How will the new laws, regulations and corporate governance climate affect proxy fights and corporate governance? Moderator: Adel Aslani-Far, Partner, LATHAM & WATKINS LLP [ BIO ] Panelists: Gregg Feinstein, Co-Head of M&A, HOULIHAN LOKEY [ BIO ] Arthur B. Crozier, Co-Chairman, INNISFREE M&A INCORPORATED [ BIO ] Tom Johnson, Managing Director, THE ABERNATHY MACGREGOR GROUP INC. [ BIO ] Jeffrey D. Marell, Partner, PAUL, WEISS, RIFKIND, WHARTON & GARRISON LLP [ BIO ]
A panel compromised of an activist investor, passive mutual fund investor and an index fund will discuss how they approach an activist campaign from different perspectives. Moderator: Chris Young, Managing Director - Head of Takeover Defense, CREDIT SUISSE [ BIO ] Panelists: Jeffrey W. Ubben, Founder, Chief Executive Officer and Chief Investment Officer, VALUEACT CAPITAL [ BIO ] Paola Perotti, Partner, GOVERNANCE FOR OWNERS [ BIO ] Corin Frost CFA, Global Head of Index Strategy, Managing Director, BLACKROCK [ BIO ] Preston G. Athey CFA, CIC, Vice President, T. ROWE PRICE GROUP, INC. [ BIO ]
Jeffrey W. Ubben, Founder, Chief Executive Officer and Chief Investment Officer, VALUEACT CAPITAL [ BIO ]
Charlie Penner, Partner & Chief Legal Officer of JANA Partners, and David Katz, partner of Wachtell Lipton, will debate the necessity of, and repercussions to, changing the 13D Rules as allowed by the Dodd Frank Act and presently considered by the SEC. Moderator: Mark H. Harnett, President, MACKENZIE PARTNERS, INC. [ BIO ] Presenters: David A. Katz, Partner, Corporate, WACHTELL, LIPTON, ROSEN & KATZ [ BIO ] Charles Penner, Partner & Chief Legal Officer, JANA PARTNERS LLC [ BIO ]
Carl Icahn, Chairman & CEO, ICAHN & CO., INC. [ BIO ]
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