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Activist Investor Conference 2024

March 21, 2024
237 Park Avenue, New York, NY 10017

 

DealFlow Events welcomes the most concentrated group of investors, corporate governance specialists, advisory firms, proxy solicitors, and corporate board members to The Activist Investor Conference 2024.

This is your chance to engage and network with a targeted audience of highly specialized professionals working in the areas of corporate governance and activist investing.

The Activist Investor Conference delivers, as it did in 2010, when we first launched the conference to an audience of over 300 attendees.

 

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There is a discounted early registration option for $795 that expires on February 16th.

B2I DIGITAL, Inc.is a marketing sponsor of the Activist Investor Conference 2024. B2I DIGITAL, Inc. is not an affiliate of DealFLow and is not authorized to represent or act on behalf of DealFLow, in any capacity. DealFLow has not reviewed and approved the content contained on the b2idigital.com website. Content about any specific company was provided and approved by that company. B2I DIGITAL, Inc. has not independently verified the accuracy of the information contained herein. No content contained herein shall be considered an offer to solicit the sale of any security.

Thought Leading Speakers

Patrice-Bonfiglio-web

Patrice Bonfiglio

President, Sarissa Capital
sean-donohue-web

Sean Donohue

Co-Chair, Shareholder Activism & Takeover Defense, Paul Hastings LLP
jon-feldman-web

Jon Feldman

Partner, Goodmans
brendan-foo-web

Brendan Foo

Founder and CEO, Forward Risk
lindsay-frost-web

Lindsay Frost

Journalist, Agenda
phillip-goldstein-web

Phillip Goldstein

Founder and CEO, Bulldog Investors
elizabeth-gonzalez-sussman-web

Elizabeth Gonzalez-Sussman

Vice-Chair, Shareholder Activism, Olshan Frome Wolosky LLP
glenn-kaufman-web

Glenn Kaufman

Managing Director, DCubed Group
ele-klein-web

Ele Klein

Partner, Schulte Roth & Zabel LLP
adam-kommel-web

Adam Kommel

Shareholder Activism Development Lead, Bloomberg LP
michael-r-levin-web

Michael Levin

Founder, The Activist Investor
kai-liekefett-web

Kai Liekefett

Partner and Co-Chair, Shareholder Activism & Corporate Defense Practice, Sidley Austin LLP
bob-marese-web

Bob Marese

President, Mackenzie Partners, Inc.
Kurt-Moeller-web

Kurt Moeller

Managing Director, FTI Consulting
patricia-olasker-web

Patricia Olasker

Senior Partner, Davies Ward Phillips & Vineberg LLP
fred-pletcher-web

Fred Pletcher

Partner, Borden Ladner Gervais
douglas-rappaport-web

Douglas A. Rappaport

Partner, Akin Gump Strauss Hauer & Feld LLP
andrew-shapiro-web

Andrew Shapiro

CEO, Lawndale Capital Management
Lex-Suvanto-web

Lex Suvanto

Managing Partner and CEO of Financial Communications & Capital Markets, Edelman
demetrius-warrick-web

Demetrius Warrick

Partner, Skadden, Arps, Slate, Meagher & Flom LLP
gabrielle-wolf-web

Gabrielle Wolf

Director, InnisFree
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Patrice-Bonfiglio-web

Patrice Bonfiglio

President, Sarissa Capital

Ms. Bonfiglio is the President of Sarissa Capital Management LP, a hedge fund focused on constructive shareholder activism in the healthcare sector. In addition, Ms. Bonfiglio serves as Chief Financial Officer of Sarissa Capital Acquisition Corp., a special purpose acquisition company focusing on the healthcare and biopharma industry. From 2012 to 2013, Ms. Bonfiglio served as the Head of Operations for Arbalet Capital Management, LP, where she was responsible for managing the firm’s spinout from Arrowhawk Capital Partners, LLC, covering operations, accounting, and compliance. Prior to the spinout of Arbalet, Ms. Bonfiglio was the Operations Manager at Arrowhawk Capital Partners, LLC, a multi-strategy hedge fund, from 2010 to 2012. From 2008 to 2010, Ms. Bonfiglio served as Senior Accountant at Ridgefield Capital Asset Management, where she was responsible for the operations and accounting of the portfolio funds and managed accounts. From 2006 to 2008, Ms. Bonfiglio was an Associate and Fund Accountant at Pequot Capital Management, Inc. Ms. Bonfiglio received her B.S. degree from Temple University.

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sean-donohue-web

Sean Donohue

Co-Chair, Shareholder Activism & Takeover Defense, Paul Hastings LLP
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jon-feldman-web

Jon Feldman

Partner, Goodmans
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brendan-foo-web

Brendan Foo

Founder and CEO, Forward Risk

Brendan M. Foo is a Co-CEO and Co-Founder of Forward Risk, the investigations and intelligence practice of Forward Global. He leads the firm’s corporate contests practice, and his clients include some of the world’s top activist investors. He has also been engaged by issuers and their outside counsel on over 75 proxy contests and hostile takeover defenses. By bringing together his expertise as a practitioner and strategist, he has helped clients to prevail in multiple high-stakes proxy battles.

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lindsay-frost-web

Lindsay Frost

Journalist, Agenda

I am a reporter, editor, and freelance writer. I have experience writing, interviewing, editing and reporting in both general news, breaking news, features, entertainment, business and finance. Most recently, I built the new environmental, social and governance beat from the ground up at Agenda--covering everything from climate change to diversity, equity and inclusion with a corporate lens.

I graduated from the College of Charleston (Charleston, SC) with a BA in Communications with a concentration in Media Studies. I have over ten years of experience working as a journalist in print and online. I also have data analytics, SEO, graphic design, webcast production and event coordination experience. I am trained in basic HTML coding, the Adobe suite and Microsoft suite.

I enjoy meeting people and writing about their stories. Blogging about day-to-day sights, trying new restaurants, listening to live music, cooking and getting lost in NYC are passions of mine. I am very personable and put my sources at ease.

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phillip-goldstein-web

Phillip Goldstein

Founder and CEO, Bulldog Investors

Mr. Goldstein, who co-founded Bulldog Investors in 1993, is a Principal of the firm and its lead investment strategist. Widely acclaimed as one of the foremost experts in closed-end fund investing and in using activist techniques to enhance investment returns, he has appeared on and been interviewed by numerous business shows and publications, including CNBC, Forbes and Fortune Magazine. Mr. Goldstein plays a key role in implementing the firm’s activist strategies and, in this capacity, has served as a director of a number of closed-end funds in which a Bulldog-managed fund maintains a strategic position. He is currently a director/trustee of the Mexico Equity and Income Fund Inc., Special Opportunities Fund, Inc., The Swiss Helvetia Fund, Inc., High Income Securities Fund, and Brookfield DTLA Fund Office Trust Investor Inc. Mr. Goldstein graduated from the University of Southern California in 1966 with a Bachelor of Engineering degree and from City College, New York in 1968 with a Master of Engineering degree.

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elizabeth-gonzalez-sussman-web

Elizabeth Gonzalez-Sussman

Vice-Chair, Shareholder Activism, Olshan Frome Wolosky LLP

Preeminent in her field, Elizabeth Gonzalez-Sussman advises hedge funds and other large investors in activist-related engagements with boards and management teams to maximize shareholder value, including behind-the-scenes engagements, withhold campaigns, proxy contests, and making unsolicited acquisition proposals. She is vice chair of Olshan’s Shareholder Activism Practice and a member of the firm’s Corporate/Securities Law Group.

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glenn-kaufman-web

Glenn Kaufman

Managing Director, DCubed Group

Glenn Kaufman is a Managing Director of D Cubed, and a 25 year veteran in private market investing. Having spent almost his entire career investing primarily on behalf of high net worth individuals and families, he helped found Cubed to utilize that experience and to be the private-market investor of choice for companies, owners and executives in select sectors seeking a partner with the most focus, alignment and commitment to resourcing their success. In addition to helping to build the firm, Mr. Kaufman heads D Cubed’s investment efforts in the foodservice, franchising, direct-to-consumer, and marketing services sectors, each of which he has been actively engaged in throughout his career.

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ele-klein-web

Ele Klein

Partner, Schulte Roth & Zabel LLP

Ele Klein is co-chair of the M&A and Securities Group, co-chair of the Global Shareholder Activism Group and serves as a member of the firm’s Executive Committee. He practices in the areas of shareholder activism, mergers and acquisitions, securities law and regulatory compliance. He represents activists, investment banks and companies in matters ranging from corporate governance and control to proxy contests and defensive strategies.

His recent representations have included representing Trian Fund Management in The Walt Disney Company; Engine No. 1 in Exxon Mobil; Politan Capital at Masimo Corporation and Centene Corp.; TCI in Canadian National; JANA Partners in Zendesk, New Relic and Mercury Systems; D.E. Shaw in FLEETCOR Technologies, Inc., Fidelity National Information Services, Inc., FedEx and Verisk Analytics; Corvex Management at Anaplan; Starboard Value in RB Global, Inc. (f/k/a/Ritchie Bros.), Papa John’s International and Acacia Research; Elliott Management in Marathon Petroleum, Akamai Technologies and Hess Corp.; Farallon Capital at Exelixis, Inc.; Irenic Capital Management at News Corp.; Greenlight Capital in General Motors; Cevian Capital in Autoliv, ABB and LM Ericsson; Caligan Partners in Knowles Corp. and AMAG Pharmaceuticals; venBio Select Advisor in Immunomedics; Saba Capital in First Trust; Oasis Capital in Stratus Properties; Altimeter Capital Management in United Continental Holding; SRS Investment Management in Avis Budget Group; and Anchorage in connection with board representation at Houghton Mifflin.

Ele works on numerous activist campaigns and related transactions every year for some of the largest private investment groups and investment banks in the United States and abroad. In addition, he advises on private investments in public equity (PIPEs), initial public offerings and secondary offerings, venture capital financing, and indenture defaults and interpretation, and he counsels clients in the regulatory areas of insider trading, short selling, Sections 13 and 16, Rule 144, insider trading and Regulation M/Rule 105.

Ele is recognized as a 2022 Dealmaker of the Year in The American Lawyer for his work at Exxon Mobil for Engine No. 1, the largest proxy fight in history, which resulted in the addition of three directors to the Exxon Mobil board of directors. He is also ranked as a leading lawyer in Chambers USA, The Legal 500 US, New York Super Lawyers – New York Metro Top 100 and Super Lawyers Business Edition. He has served as a moderator and speaker at numerous conferences and events addressing Shareholder Activism, regulatory and reporting issues, PIPEs, M&A deals, the capital markets and other topics of interest to the alternative investment industry.

He is a regular contributor to the Shareholder Activism Insight report and The Activist Investing Annual Review, produced annually by Activist Insight in association with SRZ. Ele received his J.D. from Yale Law School where he was senior editor on The Yale Law Journal.

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adam-kommel-web

Adam Kommel

Shareholder Activism Development Lead, Bloomberg LP

Adam Kommel created and manages the shareholder activism product on the Bloomberg Terminal. Adam also originated Bloomberg's Activism League Tables, and he developed the Bloomberg Activism Model, which scores companies on their likelihood of being targeted by activist campaigns.

Prior to joining Bloomberg, Adam founded Activist Shorts Research, the first-ever database tracking activist short-seller campaigns. Activist Shorts Research was later acquired by Activist Insight Ltd.

Adam has a BA from Bowdoin College, and he received his MBA from Columbia Business School.

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michael-r-levin-web

Michael Levin

Founder, The Activist Investor

Michael Levin is a respected investor, corporate executive, and management consultant, with almost thirty years’ experience in investing, corporate finance, strategy, and risk management.

He currently serves on the Board of Directors of Comarco, Inc. (Board Chair and Audit Committee chair) and AG&E Holdings, Inc.

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kai-liekefett-web

Kai Liekefett

Partner and Co-Chair, Shareholder Activism & Corporate Defense Practice, Sidley Austin LLP

Kai Liekefett is a partner in New York and co-chairs Sidley’s Shareholder Activism and Corporate Defense practice. He has over 20 years of experience in corporate law. He spends 100% of his time on shareholder activism campaigns, proxy fights and hostile takeovers. In the past five years, Kai has defended over 100 proxy contests, more than any other defense attorney in the world, and approximately 25% of all late-stage proxy fights in the U.S.

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Bob Marese

President, Mackenzie Partners, Inc.

Robert Marese is the President of Mackenzie Partners. He has over 25 years of experience with a demonstrated history of working in the financial services industry. He is skilled in Investor Relations, Corporate Finance, Hedge Funds, Strategic Planning, and Securities. He is a strong business development professional with a Master of Business Administration (MBA) focused in Accountancy from City University of New York-Baruch College.

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Kurt Moeller

Managing Director, FTI Consulting

Kurt Moeller is a Managing Director in the Activism and M&A Solutions practice within the Forensic & Litigation Consulting segment of FTI Consulting. He is based in Dallas.

Mr. Moeller has extensive experience in equity research, corporate governance and shareholder activist situations, both proxy contests and contested M&A. He brings the perspective of having evaluated activist situations from an investor’s viewpoint.

Mr. Moeller joins FTI Consulting after three years on ISS’ Special Situations Research team, where he analyzed and provided voting recommendations to shareholders on proxy contests and contested mergers. He was ISS’ principal analyst on proxy contests involving ADP, Campbell Soup and Rent-A-Center, each of which generated substantial shareholder value after ISS’ recommendation was realized. He led the analysis of several contested mergers, such as Bristol-Myers Squibb/Celgene and J. Alexander’s/99 Restaurants. He frequently engaged with company directors, executive officers, activist shareholders and institutional investors.

Prior to ISS, Mr. Moeller served as a buy-side equity analyst for two decades, at firms such as Calvert Investments, Allianz Global Investors and Grantham Mayo Van Otterloo & Co. He performed in-depth fundamental research on companies across the globe in the consumer, energy and industrial sectors. Kurt mentored junior analysts and incorporated into his investment decisions research on companies’ Environmental, Social and Governance (ESG) practices.

Earlier in Mr. Moeller’s career, he was a daily newspaper reporter, covering business for the Wyoming Tribune-Eagle in Cheyenne, the state capital.

Mr. Moeller graduated with a B.A. in Economics and History from Rice University. He earned an M.B.A. in Finance from Indiana University’s Kelley School of Business.

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patricia-olasker-web

Patricia Olasker

Senior Partner, Davies Ward Phillips & Vineberg LLP

Patricia Olasker is a senior partner in the Capital Markets, Mergers & Acquisitions, Corporate/Commercial and Mining practices. She advises domestic and foreign acquirors, targets, hedge funds, special committees and investment banks in M&A transactions. She represents issuers and underwriters in some of Canada's most complex and innovative financing transactions. She also specializes in public market derivatives, the development of innovative structured debt and equity products, high-yield debt financings and Multi-Jurisdictional Disclosure Systems (MJDS) offerings. Patricia advises boards of directors and special committees on corporate governance and transaction-specific matters.

Patricia is a past member of the Davies' management committee and a member of Davies' China practice group. In that capacity she regularly travels to China to advise Chinese companies on Canadian mergers and acquisitions. Patricia was seconded to the Ontario Securities Commission from 1984 to 1985 as a legal advisor to the Chairman. She also served on an advisory committee to the Senate Banking Committee. She is an adjunct professor at Osgoode Hall Law School, teaching an advanced mergers and acquisitions workshop.

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fred-pletcher-web

Fred Pletcher

Partner, Borden Ladner Gervais

Fred has 30 years of experience helping public companies and investment dealers achieve successful outcomes on a broad range of transactions and issues, including mergers and acquisitions, corporate finance, corporate governance, continuous disclosure and general commercial matters.

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douglas-rappaport-web

Douglas A. Rappaport

Partner, Akin Gump Strauss Hauer & Feld LLP

Serves as a trusted counselor and advisor to numerous highly sophisticated investment managers and their investment professionals regarding their most complex regulatory and compliance needs, as well as achieving successful litigation results.

Leads the firm’s investment funds litigation and shareholder activism practices and is a key partner in the funds regulatory practice.

Advises funds, corporations and individuals on governance issues and in regulatory and internal investigations.

Doug is a leading litigator and regulatory and compliance lawyer serving as head of Akin’s investment funds litigation practice and co-head of the shareholder activism group.

On a daily basis, Doug advises investment fund clients and others on regulatory compliance and corporate governance matters, including those involving U.S. securities laws, trading issues, compliance procedures and fiduciary obligations.

With significant litigation experience advising funds and companies, Doug has served as lead counsel in matters involving disputes over breaches of fiduciary duty, secured assets, Section 16 short-swing trading, partnership interests, securities fraud, options backdating and insider trading. Doug has won numerous dispositive motions, trials and appeals in both state and federal courts.

Doug is Chambers USA-ranked in both securities litigation (New York) and shareholder activism (New York), the only attorney in the United States to be dual listed in both of these disciplines. Clients interviewed by Chambers USA describe Doug as “a fantastic litigator who is always available and most importantly, consistently delivers positive results.”

He also provides advice on activist investing issues, devising strategies regarding the solicitation of board seats, the displacement of existing corporate management and contests for corporate control.

In addition, Doug regularly represents investment funds, corporations and individuals in regulatory and internal investigations. His experience extends to matters before the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), the New York Attorney General’s office, and other state and non-U.S. securities agencies.

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andrew-shapiro-web

Andrew Shapiro

CEO, Lawndale Capital Management

Andrew Shapiro is a seasoned corporate leader with a 35+ year track record in finance, investment, and corporate governance. As Founder and CEO of Lawndale Capital Management, he has managed activist/relational hedge funds for over three decades, making him one of the most experienced practitioners of this investment strategy. In this role he has employed a unique combination of corporate governance, finance, investment, legal, investor relations, and turnaround/restructuring skills. In addition to leading Lawndale, Mr. Shapiro has personally served as a Board leader or Advisor to many corporate boards, debt and equity bankruptcy committees as well as non-profit boards.

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Lex Suvanto

Managing Partner and CEO of Financial Communications & Capital Markets, Edelman

Lex Suvanto is Managing Partner and CEO of Financial Communications & Capital Markets at Edelman. He advises the senior management of public and private companies on strategic communications including transaction communications, financial and corporate public relations, and investor relations.

Lex has extensive expertise working with the C-suite and Boards of Directors to formulate strategic reputation and communications programs during sensitive situations. Lex also has extensive expertise helping companies refine and strengthen their financial communications and investor relations programs.

Lex has helped a wide variety of companies manage communications around transformational and/or challenging corporate announcements and events.

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Demetrius Warrick

Partner, Skadden, Arps, Slate, Meagher & Flom LLP

Mr. Warrick regularly advises public and private clients in a variety of corporate matters, including strategic acquisitions, divestitures, auctions, strategic investments, reorganizations, financial advisor engagements and joint ventures. Mr. Warrick also has represented many companies with respect to shareholder activism, takeover preparedness, unsolicited proposals, contested proxy solicitations and other contests for corporate control. In addition, he has advised clients in designing and implementing shareholder rights plans and other corporate protective measures.

In 2023, Mr. Warrick was named a Rising Star by the Minority Corporate Counsel Association and honored as a Diversity Initiative Winner by the New York Law Journal in recognition of his “significant contributions to progressing diversity and inclusion efforts in New York’s legal community.” He has been a member of Skadden’s Black and African American Affinity Network since joining the firm in 2011 and served as a member of the Steering Committee from 2015-18.

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Gabrielle Wolf

Director, InnisFree

Gabrielle E. Wolf is a Director of Innisfree M&A Incorporated. Ms. Wolf advises companies and investors on all aspects of shareholder engagement, with a focus on proxy contests, shareholder activism, hostile and friendly acquisitions and contested shareholder meetings. Ms. Wolf also provides clients with strategic advice in connection with ESG, executive compensation and other proxy solicitation matters.

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