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.


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 DeignanHead of Capital Markets Advisory at Lazard
Jonathan DuskinCEO & Portfolio Manager at Macellum Capital Management
Adam KatzCo-Founder and CIO at Irenic Capital Management
Ryan NebelPartner, 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 AmorusoPartner at Lion Point Capital
Aneliya CrawfordHead of ESG Advisory, Americas, Head of Activism & Defense at UBS
Charlotte Kiaie – Partner at Longacre Square Partners
Ele KleinCo-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 AndersonGlobal Head of Corporate Governance at T. Rowe Price
Andrew BorekVice President, Special Situations Research at ISS
Jim RossmanHead of Shareholder Advisory at Barclays
Greg TaxinManaging Director at Spotlight Advisors

4:25 PM

Panel Discussion: Activism in 2023: Emerging Trends
Moderator: Scott Deveau
, Bloomberg Activism Reporter
David FreedmanGlobal Head of Shareholder Engagement and M&A Capital Markets at J.P. Morgan
Patrick GadsonCo-Head of Shareholder Activism practice at Vinson & Elkins
Barrett Golden– Partner at Joele Frank, Wilkinson Brimmer Katcher
Bruce GoldfarbPresident 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


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