Agenda Last Updated On: Tuesday, April 23, 2013

Day One: Monday, April 22, 2013

7:00am Registration for Closed-Door Breakfast Attendees

7:15-8:00am Invitation Only Closed-Door Breakfast Courtesy of:

Senior representatives from top active and passive investors will meet in a closed door breakfast to discuss their views on activist investing and corporate governance issues

7:30am Registration for All Summit Attendees and Continental Breakfast

8:10am Conference Welcome

Opening Welcome By:
Kenneth B. Squire, Founder and President, 13D MONITOR/13D ACTIVIST FUND [ BIO ]
Seth Kadushin, Executive Director, IMN [ BIO ]

Squire

Kadushin

8:20am Activist Investor Discusses an Investment Idea*

Presenter:
Oscar Veldhuijzen, Partner and Analyst, TCI FUND MANAGEMENT [ BIO ] [ Presentation ]

Veldhuijzen

8:55am Defending Against an Activist Campaign

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:
Justin G. Hamill, Partner, PAUL, WEISS, RIFKIND, WHARTON & GARRISON LLP [ BIO ]

Panelists:
Tom Johnson, President and Head of M&A, ABERNATHY MACGREGOR GROUP [ BIO ]
Keith Gottfried, Partner, ALSTON & BIRD LLP [ BIO ]
Gregg Feinstein, Co-Head of M&A, HOULIHAN LOKEY [ BIO ]
Larry Miller, Managing Director, INNISFREE M&A INCORPORATED [ BIO ]

Hamill

Johnson

Gottfried

Feinstein

Miller

9:35am Key Take Away and Response

Adel Aslani-Far, Partner, LATHAM & WATKINS LLP [ BIO ]

Steve Wolosky, Partner / New York, OLSHAN FROME WOLOSKY LLP [ BIO ]

Aslani-Far

Wolosky

9:45am Activist Investor Discusses an Investment Idea*

Presenter:
Keith Meister, Managing Partner, CORVEX MANAGEMENT [ BIO ]

Meister

10:20am Refreshment Break

10:35am Activist Investor Discusses an Investment Idea*

Presenter:
Jeffrey C. Smith, Managing Member and the Chief Executive Officer & Chief Investment Officer, STARBOARD VALUE LP [ BIO ] [ Presentation ]

Smith

11:10am Canadian Activism

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:
Kenneth B. Squire, Founder and President, 13D MONITOR/13D ACTIVIST FUND [ BIO ]

Panelists:
Penny Rice, Senior Vice President, LAUREL HILL ADVISORY GROUP, LLC [ BIO ]
Walied Soliman, Partner, NORTON ROSE CANADA LLP [ BIO ]
William Royan, Vice President, ONTARIO TEACHERS PENSION PLAN [ BIO ]
Charles Penner, Partner & Chief Legal Officer, JANA PARTNERS LLC [ BIO ]

Squire

Rice

Soliman

Royan

Penner

11:50am Activist Investor Discusses an Investment Idea*

Presenter:
Jeffrey W. Ubben, Founder, Chief Executive Officer and Chief Investment Officer, VALUEACT CAPITAL [ BIO ] [ Presentation ]

Ubben

12:25pm Networking Luncheon

1:25pm Representing Activists

Lawyers and proxy solicitors who have extensive experience representing activists will discuss the process and perspective of activist investing.

Moderator:
John Ferguson, Senior Managing Director, MORROW & CO., LLC

Panelists:
Christopher Davis, Partner, KLEINBERG, KAPLAN, WOLFF & COHEN, P.C. [ BIO ]
Bruce H. Goldfarb, President & Chief Executive Officer, OKAPI PARTNERS LLC [ BIO ]
Steven J. Williams, Partner, PAUL, WEISS, RIFKIND, WHARTON & GARRISON LLP [ BIO ]
David E. Rosewater, Partner, SCHULTE ROTH & ZABEL LLP [ BIO ]

Davis

Goldfarb

Williams

Rosewater

2:05pm Key Take Away and Response

Adel Aslani-Far, Partner, LATHAM & WATKINS LLP [ BIO ]

Steve Wolosky, Partner / New York, OLSHAN FROME WOLOSKY LLP [ BIO ]

Aslani-Far

Wolosky

2:15pm Activist Investor Discusses an Investment Idea*

Presenter:
Mick McGuire, Founder and Managing Member, MARCATO CAPITAL MANAGEMENT [ BIO ]

McGuire

2:50pm Activism and the Media

Moderator:
Mark H. Harnett, President, MACKENZIE PARTNERS, INC. [ BIO ]

Panelists:
David Faber, Anchor and Reporter, CNBC [ BIO ]
Dennis Berman, Marketplace Editor, THE WALL STREET JOURNAL
Phil Denning, Managing Director, ICR [ BIO ]

Harnett

Faber

Denning

3:30pm Refreshment Break

3:45pm Activist Investor Discusses an Investment Idea*

Presenter:
Scott Ostfeld, Partner and Co-Portfolio Manager, JANA PARTNERS LLC [ BIO ]

Ostfeld

4:20pm Investor Perspectives on Activism

Moderator:
Chris Young, Managing Director, CREDIT SUISSE [ BIO ]

Panelists:
Michelle Edkins, Managing Director, BLACKROCK [ BIO ]
Jesse Cohn, Portfolio Manager, ELLIOTT MANAGEMENT CORPORATION [ BIO ]
Kenji Iwamoto, Director of Engagement, TMAM-GO JAPAN ENGAGEMENT FUND [ BIO ]
John Wakeman, Vice President and Portfolio Manager, T. ROWE PRICE

Young

Edkins

Cohn

Iwamoto

5:00pm Keynote Interview

Interviewer:
Kenneth B. Squire, Founder and President, 13D MONITOR/13D ACTIVIST FUND [ BIO ]

Interviewee:
William Ackman, Founder and Chief Executive Officer, PERSHING SQUARE CAPITAL MANAGEMENT LP [ BIO ]

Squire

Ackman

5:45pm Cocktail Reception

6:45pm 13D Monitor and Information Management Network’s 4th Annual Active-Passive Summit Concludes

*Speakers, topics and time slots are subject to change

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