Shareholder Engagement & Communication London

$1,995.00

Co-Chaired by Richard Howitt, Former Member,
EU Parliament, Former CEO, Skytop Contributing
Author and Host of “Corporate Rapporteur”,
SkytopTV Talk Show Series

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Co-Chaired by Richard Howitt, Former Member, EU Parliament, Former CEO, Skytop Contributing Author and Host of “Corporate Rapporteur”, SkytopTV Talk Show Series

8:00-8:40 AM | Networking Breakfast & Registration

8:40-8:45 AM | Opening Remarks

8:45-9:45 AM | Institutional Investor Panel
Shareholder Engagement & Communication: Outlook from Institutional Investors
Moderator:
Paul Lee, Chair, UK Endorsement Board, Member, UK Sustainability Disclosure Technical Advisory Committee (TAC), Advisory Board Member, Impactive Tech
Panelists:
Matt Crossman, Stewardship Director, Rathbones Investment Management
Roland Bosch, Senior Vice President, Corporate Governance and Investment Stewardship, Lazard Asset Management
Leon Kamhi, Head of Responsibility, Federated Hermes Limited

9:45-10:25 AM | Panel Discussion
Activism Unleashed: The Sharp Rise in UK Activist Campaigns by U.S. Investors
Moderator:
David Trenchard, Founder & CEO, David Trenchard Consulting Ltd
Panelists:
Christian Jacques, Managing Director, Okapi Partners
Lizzy Ellicott, Research Manager, Activism, ESG & Data Intelligence, Diligent
Alex Woodfield, Partner, White & Case LLP

10:25-11:05 AM | Fireside Chat
Aligning Capital and Expectations Across the Investment Chain: Asset Owners, Asset Managers and Issuers
Discussants:
Dr. Hans-Christoph Hirt, Adjunct Professor of Strategic Governance & Investor Stewardship (IMD), Professional Pension Trustee & NED, Former MD, UBS & Federated Hermes, Board & Investor Advisor
Sallie Pilot, Managing Director, The Investor and Issuer Forum, Member of Stakeholder Insight Group, Financial Reporting Council (FRC), Fellow of The Investor Relations Society, Board Member, Corporate Reporting Faculty, Corporate Governance Committee, ICAEW


11:05-11:20 AM | Networking Break

11:20-12:00 PM | Fireside Chat
Activism M&A
: When to Sell and When to Hold
Discussants:
David A. Katz, Partner, Wachtell, Lipton, Rosen & Katz
Edward Knight, Managing Director, M&A and Shareholder Activism, FTI Consulting

12:00-12:25 PM | Fireside Chat
Corporate Sustainability: Holding the Line
Discussants:

Richard Howitt, Former Member, EU Parliament, Former CEO, Skytop Contributing Author and Host of “Corporate Rapporteur”, SkytopTV Talk Show Series
Jen Sisson, Chief Executive Officer, International Corporate Governance Network (ICGN)

12:25-12:45 PM | Exclusive Interview
Trendline: Analysis of Shareholder Activism in the UK
Interviewer:
John S. Wilson, Managing Partner, Skytop Media Group
Interviewee:
Lizzy
Ellicott, Research Manager, Activism, ESG & Data Intelligence, Diligent

12:45-1:45 PM | Networking Luncheon

1:45-2:25 PM | Panel Discussion
Managing an Activist Advance: Practical Steps in Preparing for a Campaign

Moderator:
Karina Litvack, Non-Executive Director, Terna S.p.A.
Panelists:
David A. Katz, Partner, Wachtell, Lipton, Rosen & Katz

Anthony Kluk, Managing Director, Sodali & Co

2:25-2:50 PM | Fireside Chat
Engagement: How Must It Evolve to Remain Relevant
Discussants:
Richard Howitt, Former Member, EU Parliament, Former CEO, Skytop Contributing Author and Host of “Corporate Rapporteur”, SkytopTV Talk Show Series

Leon Kamhi, Head of Responsibility, Federated Hermes Limited
Elina (Lina) Tetelbaum, Partner, Head of Shareholder Engagement and Activism Defense, Wachtell, Lipton, Rosen & Katz

2:50-3:30 PM | Panel Discussion
Proxy Power: Shaping Boards Through Strategic Campaigns
Moderator:

Darshita Gillies, Founder & CEO, Maanch
Panelists:
Christine Phillips, Partner, Head of Shareholder Activism, Governance and Sustainability, Fieldfisher
Bob Marese, President, MacKenzie Partners, Inc.

Sarah Wilson FRSA, CEO, Minerva Analytics Ltd

3:30-3:45 PM | Networking Break

3:45-4:15 PM | Exclusive Interview
Rebuilding American Icons: European Activists Accelerating Change at U.S. Companies

Interviewer:
Richard Howitt, Former Member, EU Parliament, Former CEO, Skytop Contributing Author and Host of “Corporate Rapporteur”, SkytopTV Talk Show Series
Interviewee:
František Bostl, Founder and Chairman, STARTEEPO Group

4:15-4:45 PM | Exclusive Interview
Emerging Risks for Global Companies: Managing Rapidly Shifting Geopolitical Dynamics
Interviewer:
Richard Howitt, Former Member, EU Parliament, Former CEO, Skytop Contributing Author and Host of “Corporate Rapporteur”, SkytopTV Talk Show Series
Interviewee:
Peter Munford, Co-Founder and CEO, Vantix Partners

4:45-4:55 PM | Closing Remarks
Presenter:
Richard Howitt, Former Member, EU Parliament, Former CEO, Skytop Contributing Author and Host of “Corporate Rapporteur”, SkytopTV Talk Show Series

4:55-6:00 PM | Networking Reception

SPEAKERS

DELEGATES

Christopher P. Davis
Partner
Kleinberg, Kaplan, Wolff & Cohen
New York, NY

Michael Herskovich
Head of Corporate Governance
BNP Paribas
Paris, France

Peter Hansen
Chairman
Battea Class Action Services
London, England, United Kingdom

Dave King
CEO
Digitalis
London, England, United Kingdom

Michael Neises
Partner
Heuking Kühn Lüer Wojtek
Frankfurt, Germany

Richard Howitt
Former Member, EU Parliament
Former CEO
Skytop Contributing Author and
Host of “Corporate Rapporteur, SkytopTV Talk Show Series
Cambridge, England, United Kingdom

Jason Wright
Senior Managing Director- Investigations and Disputes
K2 Integrity
London, England, United Kingdom

Christian Jacques
Managing Director
Okapi Partners
London, England, United Kingdon

David A. Katz
Partner
Wachtell, Lipton, Rosen & Katz
New York, NY

Mauro da Cunha
Independent Director, Multiple Boards
Senior Advisor, Engage.MC
Skytop Contributor
Host of “Capital Connection”, SkytopTV Talk Show Series
Miami, Florida

David Trenchard
Founder & CEO
David Trenchard Consulting Ltd
London, England, United Kingdom

Paul Lee
Chair, UK Endorsement Board
Member, UK Sustainability Disclosure Technical Advisory Committee (TAC)
Advisory Board Member, Impactive Tech
London, England, United Kingdom

Adisa Jusufovic
Client Success Advisor
Diligent
London, England, United Kingdom

Matt Crossman
Stewardship Director
Rathbones Investment Management
London, England, United Kingdom

Dr. Hans-Christoph Hirt
Adjunct Professor of Strategic Governance & Investor Stewardship (IMD)
Professional Pension Trustee & NED
Former MD, UBS & Federated Hermes
Board & Investor Advisor
London, England, United Kingdom

Bob Marese
President
MacKenzie Partners, Inc.
New York, NY

Brian Walker
Account Director
Diligent
London, England, United Kingdom

Edward Knight
Managing Director, M&A and Shareholder Activism
FTI Consulting
London, England, United Kingdom

Leon Kamhi
Head of Responsibility
Federated Hermes Limited
London, England, United Kingdom

Laura Gillies
Associate
Fidelio Partners
London, England, United Kingdom

Victoria Sant
Managing Director
The Investor Forum
London, England, United Kingdom

Vindhya Kalipi
Research Associate
The Investor & Issuer Forum
London, England, United Kingdom

Lewis Rowe
Regional Sales Director II
Diligent
Tonbridge, England, United Kingdom

Elina (Lina) Tetelbaum
Partner
Head of Shareholder Engagement and
Activism Defense
Wachtell, Lipton, Rosen & Katz
New York, NY

Tony Quinn
Senior Managing Director
Okapi Partners
London, England, United Kingdom

Darshita Gillies
Founder & CEO
Maanch
London, England, United Kingdom

Alex Le May
Senior Managing Director,
Head of M&A and Activism,
FTI Consulting, Strategic Communications
London, England, United Kingdom

Ayan Tewari
Senior Policy Executive
International Corporate Governance Network (ICGN)
London, England, United Kingdom

Harriet Groves
Consultant,
Greenbrook Advisory
London, England, United Kingdom

Scott Deveau
Senior Managing Director,
Head of Financial Transactions and
Shareholder Activism Practice,
August
London, England, United Kingdom

Molly Streeton
Associate Director
Georgeson
London, England, United Kingdom

Anthony Kluk
Managing Director
Sodali & Co
London, England, United Kingdom

Stephen Butler
Executive Director of Reporting and Advisory,
Luminous
London, England, United Kingdom

Victoria Sugg
Chief Executive Officer,
Emperor
London, England, United Kingdom

Rob White
Partner,
Greenbrook Advisory
London, England, United Kingdom

Helene Winch
Investment Advisor,
Former Head of Responsible Investing,
Premier Miton Investors
London, England, United Kingdom

Jenni Fulton
Managing Partner,
Emperor
London, England, United Kingdom

Domenic Brancati
Global COO, Investor Engagement
Georgeson
London, England, United Kingdom

Adam Burdon
BSc Economics Student,
University of Sheffield
Sheffield, England, United Kingdom

Thomas Shortland
Partner
Cohen & Gresser (UK) LLP
London, England, United Kingdom

Claudia A. R. De Meulemeester
Financial Journalist
Financial Times
London, England, United Kingdom

Alex Janiaud
Senior Investment Correspondent, Sustainable Views
Financial Times
London, England, United Kingdom

Mark Simms
CEO
CMi2i
London, England, United Kingdom

Lisa Hayles
Director, International Shareholder Advocacy
Trillium Asset Management
Cambridge, MA

Christine Phillips
Partner
Head of Shareholder Activism, Governance and Sustainability
Fieldfisher
London, England, United Kingdom

Karina Litvack
Non-Executive Director
Terna S.p.A.
London, England, United Kingdom

Lizzy Ellicott
Research Manager
Activism, ESG & Data Intelligence
Diligent
London, England, United Kingdom

Roland Bosch
Senior Vice President
Corporate Governance and Investment Stewardship
Lazard Asset Management
London, England, United Kingdom

Mais Callan
Co-Founder
Impactive Tech
London, England, United Kingdom

Sallie Pilot
Managing Director, The Investor and Issuer Forum
Member of the Stakeholder Insight Group
Financial Reporting Council (FRC)
Fellow of The Investor Relations Society
Board Member, Corporate Reporting Faculty
Corporate Governance Committee, ICAEW
London, England, United Kingdom

Peter Munford
Co-Founder and CEO
Vantix Partners
London, England, United Kingdom

Alex Woodfield
Partner
White & Case LLP
London, England, United Kingdom

Leyla Kazemzadeh
Senior Associate
Fidelio Partners
London, England, United Kingdom

Daniel Rossmann
Consultant
Arkadiko Partners
London, England, United Kingdom

Frederic Wuensche
Local Partner
White & Case LLP
Frankfurt, Germany

Dr. Julia Sophia Habbe
Partner
White & Case LLP
Frankfurt, Germany

Jen Sisson
Chief Executive Officer
International Corporate Governance Network (ICGN)
London, England, United Kingdom

Christopher M. Ludwig
Partner
Simpson Thacher & Bartlett LLP
New York, NY

Bruce H. Goldfarb
President and Chief Executive Officer
Okapi Partners
New York, NY

Nick Gradel
Partner
Investor Update
London, England, United Kingdom

Kieron Stephens
Research Analyst,
ESG & Corporate Governance, Shareholder Activism,
Diligent
London, England, United Kingdom

Sarah Wilson
CEO
Minerva Analytics Ltd
Witham, Essex, England, United Kingdom

Frantisek Bostl
Founder and Chairman
STARTEEPO Group
Prague, Czechia

Victoria Hayns
Senior Director, Strategic Communications
FTI Consulting
London, England, United Kingdom

Will Arnot
Deputy Editor
Diligent
London, England, United Kingdom

Sam Cartwright
Partner
H/Advisors
London, England, United Kingdom

Tom Stables
Policy Executive
International Corporate Governance Network (ICGN)
London, England, United Kingdom

Dr. Daniel Summerfield
Director of ESG and U.K. Client Services &
Co-Head of London Office,
Pomerantz LLP
London, England, United Kingdom

David Allchurch
Managing Director, UK Strategic Communications,
Sodali & Co
London, England, United Kingdom

Bella Lahdo
Associate Director,
Greenbrook Advisory
London, England, United Kingdom

Rachit Gupta
Director of Stewardship Intelligence
Diligent
London, England, United Kingdom

Andrea Tweedie
Head of Stewardship,
Regulatory Standards,
Financial Reporting Council
London, England, United Kingdom

Alex Davis
Senior Director,
UK M&A and Activism,
Strategic Communications,
FTI Consulting
London, England, United Kingdom

Nicholas Laugier
Head of Market, UK and Nordics
Georgeson
London, England, United Kingdom

Bess Joffe
Former Global Head of Sustainability Strategy,
MFS Investment Management
London, England, United Kingdom

Ruby Yeoman
Director,
FTI Consulting
London, England, United Kingdom

Archie Pearson
Stewardship Manager
Rathbones Investment Management
London, England, United Kingdom

Mahgul Ansari
Board Member / Former Deputy Fund Manager
Investor Forum
London, England, United Kingdom

Per Svensson
Account Executive
Maanch
London, England, United Kingdom

VENUE