Overview
Bloomberg is proud to host our Bloomberg Activism Forum, featuring conversations with key players in the shareholder activism market.
Please join us on Tuesday, December 13 at our Bloomberg New York Headquarters as investors and advisers review the year ahead in the activism business.
Agenda
- 1:00 PM
Registration & Refreshments
- 1:30 PM
Opening Remarks: Adam Kommel, Bloomberg Activism Data
- 1:35 PM
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- 2:05 PM
Investment Idea: Chris Kiper, Co-Founder and Chief Investment Officer at Legion Partners Asset Management
- 2:20 PM
Coffee Break
- 2:35 PM
Activism in 2022: Bassel Mahmoud, Bloomberg Activism Data
- 2:45 PM
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- 3:15 PM
Bloomberg ESG Research Tools: Rob Du Boff, Bloomberg Intelligence
- 3:25 PM
Investment Idea: Jim Mitarotonda, CEO at Barington Capital Group
- 3:40 PM
Coffee Break
- 3:55 PM
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- 4:25 PM
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- 5:00 PM
Cocktail Reception
When & Where
Tuesday, December 13, 2022
1:30 PM – 6:00 PM
731 Lexington Ave
New York, NY 10022
7th Floor