Overview

Bloomberg is proud to host our “What’s New in Shareholder Activism” event, featuring conversations with activism’s newest players and industry veterans.

Please join us on Wednesday, February 5 at our Bloomberg New York Headquarters as investors and advisers review the year ahead in the activism business. Breakfast will be served.

Agenda

8:00 AM – 8:45 AM

Networking Breakfast

8:45 AM – 8:50 AM

Welcome Remarks

8:50 AM – 9:20 AM

Panel 1: Activism in M&A
Amy Lissauer – Head of Activism and Raid Defense at Bank of America
Patrick Gadson – Co-Head of the Shareholder Activism practice at Vinson & Elkins
Bob Willens – President, Robert Willens LLC
Moderator:  Scott Deveau, Bloomberg Activism Reporter

9:20 AM – 9:50 AM

Panel 2: Predicting and Preparing for Activist Campaigns
Pamela Codo-Lotti – Head of Cross Markets Activism at Goldman Sachs
Don Bilson – Head of Event-Driven Research at Gordon Haskett
Derek Zaba – Co-head of activism practice at Sidley Austin
Moderator: Josh Fineman, Bloomberg Markets Reporter

9:50 AM – 10:05 AM

Investment Idea – Travis Cocke, Voss Capital

10:05 AM – 10:30 AM

Networking coffee break

10:30 AM – 10:40 AM

Activism in 2019 – Adam Kommel, Bloomberg Activism Global Data

10:40 AM – 11:15 AM

Panel 3: Evaluating Activist Campaigns
Cristiano Guerra – Managing Director, Special Situations Research at ISS
Patricia Olasker – Head of the activism practice at Davies Ward Phillips & Vineberg
Andy Freedman – Co-chair of activism practice at Olshan
Sabastian V. Niles – Partner at Wachtell Lipton Rosen & Katz
Moderator: Scott Deveau, Bloomberg Activism Reporter

11:15 AM – 11:45 AM

Panel 4: New Activist Funds
David Johnson – Founder at Caligan Partners
Geordie Hebard – Founder at Ziba Capital
Dianne McKeever – Founder at Ides Capital Management
James Rasteh – Founder at Coast Capital
Moderator: Adam Kommel, Bloomberg Activism Global Data

11:45 AM

Event Concludes

When & where

Wednesday, February 5, 2020
8:00 am – 11:45 am

Bloomberg LP
731 Lexington Ave
28th Floor
New York, NY

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