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5th Annual Active-Passive Investor Summit - April 22, 2014 - New York, NY
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Agenda Last Updated On: Thursday, April 17, 2014
Tuesday, April 22, 2014

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

7:15am Registration for All Summit Attendees and Continental Breakfast

8:10am Opening Remarks

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

Andy Melvin, Managing Director, INFORMATION MANAGEMENT NETWORK

Kenneth Squire
Founder and President
13D MONITOR/13D ACTIVIST FUND
Squire

8:20am Activist Investor Discusses an Investment Idea*

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

Jeffrey Smith
Managing Member and the Chief Executive Officer & Chief Investment Officer
STARBOARD VALUE LP
Smith

8:45am Defending Against Activism

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?

Session Chair:
Ross Fieldston, Partner, PAUL, WEISS, RIFKIND, WHARTON & GARRISON LLP [ BIO ]

Panel Participants:
Gregg Feinstein, Head of M&A, HOULIHAN LOKEY [ BIO ]
Scott S. Winter, Managing Director, INNISFREE M&A INCORPORATED [ BIO ]
Matthew Sherman, President, Partner, JOELE FRANK, WILKINSON BRIMMER KATCHER [ BIO ]
Stephen Gill, Partner, VINSON & ELKINS LLP [ BIO ]

Ross Fieldston
Partner
PAUL, WEISS, RIFKIND, WHARTON & GARRISON LLP
Fieldston
Gregg Feinstein
Head of M&A
HOULIHAN LOKEY
Feinstein
Scott Winter
Managing Director
INNISFREE M&A INCORPORATED
Winter
Matthew Sherman
President, Partner
JOELE FRANK, WILKINSON BRIMMER KATCHER
Sherman
Stephen Gill
Partner
VINSON & ELKINS LLP
Gill

9:25am Key Take Away Responses

Panel Participants:
Adel Aslani-Far, Partner, LATHAM & WATKINS LLP [ BIO ]
Steve Wolosky, Partner, OLSHAN FROME WOLOSKY LLP [ BIO ]

Adel Aslani-Far
Partner
LATHAM & WATKINS LLP
Aslani-Far
Steve Wolosky
Partner
OLSHAN FROME WOLOSKY LLP
Wolosky

9:35am Activist Investor Discusses an Investment Idea*

Presenter:
Ralph V. Whitworth, Founder & Principal, RELATIONAL INVESTORS LLC [ BIO ]

Ralph Whitworth
Founder & Principal
RELATIONAL INVESTORS LLC
Whitworth

10:00am Networking Refreshment Break

10:30am Activist Investor Discusses an Investment Idea*

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

Mick McGuire
Founder and Managing Partner
MARCATO CAPITAL MANAGEMENT
McGuire

10:55am 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.

Session Chair:
Wes Hall, President, KINGSDALE SHAREHOLDER SERVICES [ BIO ]

Panel Participants:
David Salmon, Senior Vice President, LAUREL HILL ADVISORY GROUP, LLC [ BIO ]
Walied Soliman, Partner, NORTON ROSE FULBRIGHT [ BIO ]
Paul Hilal, Partner, PERSHING SQUARE CAPITAL MANAGEMENT LP [ BIO ]
William Royan, Vice President, ONTARIO TEACHERS PENSION PLAN [ BIO ]

Wes Hall
President
KINGSDALE SHAREHOLDER SERVICES
Hall
David Salmon
Senior Vice President
LAUREL HILL ADVISORY GROUP, LLC
Salmon
Walied Soliman
Partner
NORTON ROSE FULBRIGHT
Soliman
Paul Hilal
Partner
PERSHING SQUARE CAPITAL MANAGEMENT LP
Hilal
William Royan
Vice President
ONTARIO TEACHERS PENSION PLAN
Royan

11:35am Activist Investor Discusses an Investment Idea*

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

Jeffrey Ubben
Founder, Chief Executive Officer and Chief Investment Officer
VALUEACT CAPITAL
Ubben

12:00pm Networking Luncheon

1:00pm Investor Perspectives on Activism

Session Chair:
Chris Young, Managing Director, CREDIT SUISSE [ BIO ]

Panel Participants:
Anne T. Chapman, Vice President, CAPITAL RESEARCH AND MANAGEMENT COMPANY [ BIO ]
Ralph V. Whitworth, Founder & Principal, RELATIONAL INVESTORS LLC [ BIO ]
Guy Jubb, Investment Director, Head of Corporate Governance, STANDARD LIFE INVESTMENTS [ BIO ]
Glenn Booraem, Principal and Fund Controller, VANGUARD [ BIO ]

Chris Young
Managing Director
CREDIT SUISSE
Young
Anne Chapman
Vice President
CAPITAL RESEARCH AND MANAGEMENT COMPANY
Chapman
Ralph Whitworth
Founder & Principal
RELATIONAL INVESTORS LLC
Whitworth
Guy Jubb
Investment Director, Head of Corporate Governance
STANDARD LIFE INVESTMENTS
Jubb
Glenn Booraem
Principal and Fund Controller
VANGUARD
Booraem

1:40pm Activist Investor Discusses an Investment Idea*

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

Scott Ostfeld
Partner and Co-Portfolio Manager
JANA PARTNERS LLC
Ostfeld

2:05pm Activism and the Media

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

Panel Participants:
David Faber, Anchor and Reporter, CNBC [ BIO ]
Stephen Foley, US Investment Correspondent, FINANCIAL TIMES [ BIO ]
Anton Nicholas, Managing Director, ICR LLC
Dennis Berman, Busines Editor, THE WALL STREET JOURNAL

Mark Harnett
President
MACKENZIE PARTNERS, INC.
Harnett
David Faber
Anchor and Reporter
CNBC
Faber
Stephen Foley
US Investment Correspondent
FINANCIAL TIMES
Foley

2:45pm Activist Investor Discusses an Investment Idea*

Presenter:
Clifton S. Robbins, Chief Executive Officer, BLUE HARBOUR GROUP [ BIO ]

Clifton Robbins
Chief Executive Officer
BLUE HARBOUR GROUP
Robbins

3:10pm Networking Refreshment Break

3:30pm Lightning Round

Four top activist investors each discuss an investment idea.

Session Chair:
John Studzinski, Senior Managing Director & Global Head, Blackstone Advisory Partners, L.P., THE BLACKSTONE GROUP [ BIO ]

Panel Participants:
Alexander Roepers, Founder and CIO, ATLANTIC INVESTMENT MANAGEMENT, INC. [ BIO ]
Jesse Cohn, Portfolio Manager & Head of US Equity Activism, ELLIOTT MANAGEMENT CORPORATION [ BIO ]
Willem Mesdag, Managing Partner, RED MOUNTAIN CAPITAL PARTNERS LLC [ BIO ]
Alexander Denner, Chief Investment Officer, SARISSA CAPITAL MANAGEMENT LP [ BIO ]

John Studzinski
Senior Managing Director & Global Head, Blackstone Advisory Partners, L.P.
THE BLACKSTONE GROUP
Studzinski
Alexander Roepers
Founder and CIO
ATLANTIC INVESTMENT MANAGEMENT, INC.
Roepers
Jesse Cohn
Portfolio Manager & Head of US Equity Activism
ELLIOTT MANAGEMENT CORPORATION
Cohn
Willem Mesdag
Managing Partner
RED MOUNTAIN CAPITAL PARTNERS LLC
Mesdag
Alexander Denner
Chief Investment Officer
SARISSA CAPITAL MANAGEMENT LP
Denner

4:10pm Representing Activists

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

Session Chair:
Jeffrey L. Kochian, Partner, AKIN GUMP [ BIO ]

Panel Participants:
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 ]
Marc Weingarten, Partner, SCHULTE ROTH & ZABEL LLP [ BIO ]

Jeffrey Kochian
Partner
AKIN GUMP
Kochian
Christopher Davis
Partner
KLEINBERG, KAPLAN, WOLFF & COHEN, P.C.
Davis
Bruce Goldfarb
President & Chief Executive Officer
OKAPI PARTNERS LLC
Goldfarb
Steven Williams
Partner
PAUL, WEISS, RIFKIND, WHARTON & GARRISON LLP
Williams
Marc Weingarten
Partner
SCHULTE ROTH & ZABEL LLP
Weingarten

4:50pm Key Take Away Responses

Panel Participants:
Adel Aslani-Far, Partner, LATHAM & WATKINS LLP [ BIO ]
Steve Wolosky, Partner, OLSHAN FROME WOLOSKY LLP [ BIO ]

Adel Aslani-Far
Partner
LATHAM & WATKINS LLP
Aslani-Far
Steve Wolosky
Partner
OLSHAN FROME WOLOSKY LLP
Wolosky

5:00pm Activist Investor Discusses an Investment Idea*

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

Keith Meister
Managing Partner
CORVEX MANAGEMENT LP
Meister

5:25pm Activist Investor Discusses an Investment Idea*

Presenter:
Carl Icahn, Chairman, ICAHN ENTERPRISES LP [ BIO ]

Carl Icahn
Chairman
ICAHN ENTERPRISES LP
Icahn

6:00pm Cocktail Reception

7:00pm 13D Monitor and Information Management Network’s 5th Annual Active-Passive Summit Concludes


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