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The Activist Investor Conference 2024
The Activist Investor Conference is a forum for discussing governance-related issues raised by savvy finance professionals seeking to improve the fortunes of the companies in which they’ve invested.
DealFlow Events is pleased to offer the complete set of audio/video recordings from this event along with the official Event Book & Resource Guide.
If you missed the conference, you can still benefit from all the education of attending the event. Purchase the archive event kit today or call us at (516) 876-8006 or email team@dealflowevents.com with questions.
March 21, 2024
7:45 AM - 8:45 AM
Breakfast
8:45 AM - 8:55 AM
Opening Remarks
8:55 AM - 9:10 AM
Presentation
Conscious Capitalism and Shareholder Activism
- The four pillars of conscious capitalism and ethical considerations
- Serving stakeholders as well as shareholders and management
- The role of conscious culture in shareholder activism
9:10 AM - 9:40 AM
Presentation
Evolution of Shareholder and Management Rights
- Understanding the essential evolution of shareholder and management rights
- Cross-border transactions and unique considerations for smoother transitions
- Researching corporate governance policies before investing
9:40 AM - 10:20 AM
Panel
Universal Proxies, 13D and Size Matters - Legal Perspectives on Activism
- Key facts to understand about Schedule 13D filings
- Universal proxy rules and how they lower procedural hurdles for activists
- Board size, short attacks, and other important legal perspectives on activism
10:20 AM - 10:45 AM
Presentation
Are You Equipped for Conflict? Prevailing in High Stakes Proxy Battles
- The power players in proxy battles and how to gain control
- Role of unbiased analysis and due diligence to prepare for a fight
- Intelligent strategies when the heat is on during a high-stakes grapple
10:45 AM - 11:15 AM
Networking Break
11:15 AM - 11:45 AM
Fireside
The Straight Skinny: Shareholder Activism Yesterday, Today and Tomorrow
- Taking a step back into the recent history of shareholder activism
- Review of the latest news and cases to rock the activism world such as Disney, Jet Blue, Exxon Mobil, Salesforce and others
- What to expect from activists tomorrow based on historical analysis
11:45 AM - 12:10 PM
Fireside
Two Sides of the Coin: Defense and Offense in Activism
- Proactively noting and tackling vulnerabilities to build shareholder confidence
- Knowledge and woke agendas minimize offensive strategies
- Understanding defense tactics that improve operations and profitability
12:10 PM - 12:30 PM
Fireside
Activist Hedge Funds - Vulnerabilities Activists Look For
- What makes a company with good bones appealing to activists
- Defining vulnerabilities like wasteful intentions, undervalued stock, and more
- Overview of losing and winning strategies in activist hedge funds
12:30 PM - 1:30 PM
Lunch
1:35 PM - 2:10 PM
Panel
Why Boards Should Think Like Activists - Benefits of an Experienced Activist in the Boardroom
- Board stagnation as an obstacle to progression and profits
- Maintaining an activist mentality to support enlightened board decisions
- Benefits of having an experienced activist in the boardroom
2:15 PM - 2:45 PM
Panel
Get Ready: The New Wave of Shareholder Activism
- Defining the new wave of shareholder activism and how to be well-prepared
- Legal requirements and best practices for superior investor relationships
- ESG considerations, universal proxies, and other influential factors
Partner and Co-Chair, Shareholder Activism & Corporate Defense Practice
Sidley Austin LLP
Panelist
2:50 PM - 3:10 PM
Presentation
Defining the Spectrum of Success in Shareholder Activism
- Navigating a retail shareholder base
- Reinserting the “G” in ESG in 2024
- Inflection points for successful shareholder activism
3:15 PM - 3:45 PM
Networking Break
3:45 PM - 4:15 PM
Panel
The Impact of Shareholder Activism on Global M&A
- Activists' agitation for deals by demanding M&A terms and why
- Technology, industrials, and healthcare lure worldwide activist attention
- Getting on board for greater international influence and how it impacts stakeholders
4:15 PM - 4:45 PM
Panel
Is the End Near for Section 16(b)?
- March 2023 dismissal of a 16(b) lawsuit and reasoning
- Appeal to the Second Circuit and SEC justice stance
- Reasons for the elimination of Section 16(b)
4:45 PM - 5:10 PM
Presentation
Changing Face of the Marketplace: Votes for Sale
- Marketplace for shareholder voting rights
- Technology, auctions, buying and selling shareholder votes
- The role of online vote sales in shareholder activism
Professor and Hillenbrand Family Faculty Fellow
Boston College Carroll School of Management
Speaker
5:10 PM - 5:15 PM
Closing Remarks
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