Shareholder Activism Summit NYC | January 26th, 2027

8:00 - 8:30 AM | Registration and Networking Breakfast

8:30 - 9:00 AM | Fireside Chat
Topic TBA
Discussants:
Arnaud Ajdler, Founder, Managing Member and Portfolio Manager, Engine Capital Management, LP
Eric Rosenfeld, CEO, Crescendo Partners

9:00 - 9:45 AM | Panel Discussion
Staying Ahead of the Activist Advance: The Formula for Constructive Outcomes
Moderator:
Nick Graziano, Managing Partner, Venetus Partners; Skytop Contributor & Host of “Inside the Corporate Boardroom”, SkytopTV Talk Show Series
Panelists:
David A. Katz, Partner, Wachtell, Lipton, Rosen & Katz
Bob Marese, President, MacKenzie Partners, Inc.
Lauren Puffer, Managing Director, Shareholder Advisory, TD Securities
Nicholas Capuano, Partner, Kekst CNC

9:45 - 10:25 AM | Panel Discussion
Emerging Risks for Board Directors: Unexpected Challenges Not Seen Five Years Ago
Moderator:
David A. Katz, Partner, Wachtell, Lipton, Rosen & Katz
Board Directors:
Suzan Morno-Wade, Board Director, Latham Pool Group and Veritiv Holdings; Former CHRO, Xerox Holdings
Mauro da Cunha, Independent Director, Multiple Boards; Senior Advisor, Engage.MC; Skytop Contributor and Host of “Capital Connection”, SkytopTV Talk Show Series
Laura Lee, CEO, O Type; Former Board Member (Audit Committee Chair); The Arena Group (NYSE: AREN); Former Chief Content Officer, Twitch; Former Board Member (Audit Committee Chair), WatchMojo; Former Board Member (Audit Committee Chair), MediaCo Holding Inc. (NASDAQ: MDIA)

10:25 - 11:00 AM | Panel Discussion
Regulatory Risk and the Future of Shareholder Voting: What Happens if the Rules Change
Moderator:
Panelists:

11:00 - 11:10 AM | Networking Break

11:110- 11:40 AM | Exclusive Interview
The Visibility Crisis: When Companies Can’t See Their Shareholders
Interviewer:
Interviewee:

11:40 - 12:20 PM | Case Story One
The Activist Decision to Invest
Investment Committee Chair:
Nick Graziano, Managing Partner, Venetus Partners; Skytop Contributor & Host of “Inside the Corporate Boardroom”, SkytopTV Talk Show Series
Key Presenter:
Investment Committee Members:

12:20 - 12:55 PM | Panel Discission
Research as the First Line of Defense: Team Readiness for Activist Campaigns
Moderator:
Panelists:
Daniel Greenberg, President and Lead Investigator, Greenberg Corporate Intelligence LLC

12:55 - 1:45 PM | Networking Luncheon

1:45 - 2:20 PM | Panel Discussion
M&A Activism Returns: Push‑to‑Sell, Deal Opposition, and Strategic Optionality
Moderator:
Daniel Kerstein, Managing Director, M&A, Head of Structuring Solutions and Shareholder Advisory, TD Securities
Panelists:

2:20 - 2:55 PM | Panel Discussion
Inside the Activist Playbook 2027: Earlier Engagement, Faster Escalation, and Multimedia Warfare
Moderator:
Panelists:

2:55- 3:30 PM | Panel Discussion
Executive Compensation as a Catalyst: When Pay Drives Campaigns
Moderator:
Lisa L. Hunter, Managing Director, Newport Consulting Group, Inc.; Senior Fellow, The Conference Board; Executive Fellow, Cornell Institute for Compensation Studies
Panelists:
Arthur Kohn, General Counsel; Leading Corporate Governance Expert; Skytop Contributing Author and Chair of the Editorial Committee, Skytop Media Group

3:30 - 3:40 PM | Networking Break

3:40 - 4:15 PM | Panel Discussion
Narrative Control: How Activists and Companies Compete for Public Opinion
Moderator:
Panelists:
Evelyn Li, Partner, Norton Rose Fulbright Canada LLP
Nathan Riggs, Partner, Kekst CNC

4:15 - 4:50 PM | Panel Discussion
Board Readiness 2027: Defense, Engagement, and Scenario Planning
Moderator:
Suzan Morno-Wade, Board Director, Latham Pool Group and Veritiv Holdings; Former CHRO, Xerox Holdings
Panelists:
Brenda Freeman, Founder, Joyeux Marketing Group; Board Member, Avnet; Board Member, Caleres, Inc.; Lead Director, Weedmaps
Harriet Harty, Founder and CEO, Harriet Harty Executive Solutions, LLC; Advisory Board Member, Smirk Health, Wellist, M3 Placement & Partnership; former EVP and CAO, ADT SECURITY
Edwina Payne, Member, Board of Directors, Sunrise Banks; Member, Board of Directors, Royal Neighbors of America; Advisory Board Chair, Successive Digital; Board Member, NACD Atlanta

4:50 - 5:30 PM | Case Story Two ‍ ‍
The Activist Decision to Exit
Investment Committee Chair:
Michael R. Levin, Independent Activist Investor; Founder of The Activist Investor; Skytop Contributor and Host of “The Activist Investor”, SkytopTV Talk Show Series
Key Presenter:
Investment Committee Members:

5:30 - 6:05 PM | Closing Panel Discussion
The Future of Activism: Globalization, Fragmentation, and the Next Wave of Campaigns
Moderator:
Ele Klein, Partner, Global Head of Shareholder Activism, McDermott Will & Schulte
Panelists:
Daniel Kerstein, Managing Director, M&A, Head of Structuring Solutions and Shareholder Advisory, TD Securities

6:05 - 7:00 PM | Networking Reception