Venue
The Omni King Edward Hotel
The Omni King Edward Hotel, 37 King St E, Toronto, ON M5C 1E9, Canada

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Event Date Thu Sep 13 EDT (over 6 years ago)
Location The Omni King Edward Hotel
37 King St E, Toronto, ON M5C 1E9, Canada
Region Americas
Details

The Global Shareholder Engagement & Activism Summit will again unite institutional investors and corporates to discuss how shareholder activism is evolving around the world and how both sides can engage in the most productive ways possible that bring a win-win outcome.

This full-day program will review the shifting engagement landscape, particularly through US, Canadian, UK and European markets – as well as the role international shareholder activism plays in cross-jurisdictional campaigns. The audience will convene a cross-section of issuers, institutional shareholders, active fund managers and those supporting each respective side of the discussion.

Dialogue will include a spotlight on recent trends in global activism, and comparison of best practices as investors and companies seek to reach mutually beneficial outcomes throughout the engagement process. We invite you to join us to share your knowledge and experience, and to network with these industry leaders.

Speakers

2018 Speakers

Josh Black
Editor-in-Chief, Activist Insight

Aneliya S. Crawford
Partner, Schulte Roth & Zabel LLP

Stephen P. Diamond, Jr.
Assistant General Counsel, Mergers & Acquisitions, Pfizer, Inc.

Jason Frankl
Senior Managing Director, FTI Consulting

Amy Freedman
Chief Executive Officer, Kingsdale Advisors

Zachary George
Portfolio Manager, FrontFour Capital Group LLC

Paul Haggis
Chairman, AIMco, Corporate Director

Barbara J. Hart
President & Chief Executive Officer, Lowey Dannenberg, P.C.

Alan Hibben
Corporate Director and Advisor, DHX Media, Hudbay Minerals, Extendicare, Home Capital

Alexandra Higgins
Managing Director, Okapi Partners LLC

Dexter John
Executive Vice President, D.F. King Canada

David Katz
Partner, Wachtell, Lipton, Rosen & Katz

Naizam Kanji
Director, Office of Mergers and Acquisitions, Ontario Securities Commission

Patricia Lenkov
Executive Director, Agility Executive Search

Karen Lockridge
Principal, Responsible Investments, Mercer

Samir Manji
Chief Executive Officer, Sandpiper Group

Kern McPherson
Senior Director of North American Research, Glass Lewis

Ed Mullane
North America Editor, Activistmonitor, Acuris Global

Gilbert S. Palter
Managing Partner and Chief Investment Officer, Edgestone Capital

Orestes Pasparakis
Partner and Co-Chair of the Special Situations Team, Norton Rose Fulbright Canada LLP

Alfredo Porretti
Vice President, Shareholder Activism & Corporate Defense, Morgan Stanley

Ian Robertson
Executive Vice President, Communication Strategy, Kingsdale Advisors

Claudio R. Rojas
Managing Director, Hurt Capital

W. Graeme Roustan
Chairman & Chief Executive Officer, Roustan Capital

David Ryan
Senior Vice President, Corporate and Financial Communications, Edelman

Walied Soliman
Partner and Co-Chair of the Special Situations Team, Norton Rose Fullbright Canada LLP

Catharine Sterritt
Portfolio Management & Research, CIBC Asset Management

Kenneth Traub
Managing Partner, Raging Capital Management

Ted White
Managing Director and Co Founder, Legion Partners

Stephen Zelkowicz
Analyst, Wynnefield Capital

Sponsors & Partners

2018 Sponsors

FOR SUPPORTING THIS PROGRAM
• Glass Lewis

STRATEGIC PARTNER
• Norton Rose Fulbright

LEAD SPONSORS
• KingsDale Advisors
• Lazard

CO-LEAD SPONSORS
• Agility Executive Search
• BLG Borden Ladner Gervais
• D.F. King
• Edelman
• FTI Consulting
• Hegessen Consulting
• Lowey Dannenberg
• McMillan
• Morgan Stanley
• Okapi Partners
• Schulte Roth & Zabel
• Wachtell, Lipton, Rosen & Katz

PROGRAM SPONSORS
• Activist Insight
• CDP
• Activistmonitor
• Niri
• Proxy Insight