Bloomberg Activism Forum 2022

Registration & Refreshments

Opening Remarks: Adam Kommel, Bloomberg Activism Data

Panel Discussion: Proposed 13D and Swaps Rules: How Will Activists React?
Moderator:  Scott Deveau, Bloomberg Activism Reporter
Mary Ann Deignan – Head of Capital Markets Advisory at Lazard
Jonathan Duskin – CEO & Portfolio Manager at Macellum Capital Management
Adam Katz – Co-Founder and CIO at Irenic Capital Management
Ryan Nebel – Partner, Olshan Frome Wolosky

Investment Idea: Chris Kiper, Co-Founder and Chief Investment Officer at Legion Partners Asset Management

Coffee Break 

Activism in 2022: Bassel Mahmoud, Bloomberg Activism Data 

Panel Discussion: How ESG is Transforming Investor Activism and Legal Risk
Moderator: Abigail Gampher, Legal Analyst at Bloomberg Law
Cristiano Amoruso – Partner at Lion Point Capital
Aneliya Crawford – Head of ESG Advisory, Americas, Head of Activism & Defense at UBS
Charlotte Kiaie – Partner at Longacre Square Partners
Ele Klein – Co-Head of Global Shareholder Activism Group at Schulte Roth & Zabel

Bloomberg ESG Research Tools: Rob Du Boff, Bloomberg Intelligence 

Investment Idea: Jim Mitarotonda, CEO at Barington Capital Group

Coffee Break

Panel Discussion: Universal Proxy and Other New Voting Rules
Moderator: Adam Kommel, Bloomberg Activism Data
Donna Anderson – Global Head of Corporate Governance at T. Rowe Price
Andrew Borek – Vice President, Special Situations Research at ISS
Jim Rossman – Head of Shareholder Advisory at Barclays
Greg Taxin – Managing Director at Spotlight Advisors

Panel Discussion: Activism in 2023: Emerging Trends
Moderator: Scott Deveau, Bloomberg Activism Reporter
David Freedman – Global Head of Shareholder Engagement and M&A Capital Markets at J.P. Morgan
Patrick Gadson – Co-Head of Shareholder Activism practice at Vinson & Elkins
Barrett Golden– Partner at Joele Frank, Wilkinson Brimmer Katcher
Bruce Goldfarb – President and CEO at Okapi Partners

Cocktail Reception