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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Given the ongoing COVID-19 (coronavirus) situation, Bloomberg has taken ample precautionary measures to safeguard employees, clients and guests. If you have traveled to a location that has reported significant cases of COVID-19, and were there within two weeks prior to the event’s date, please refrain from attending this event. Alternatively, your Bloomberg account manager will be happy to follow up with you at a later date. Thank you for your understanding, and we apologize for any inconvenience.

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