Bruce H. Goldfarb

President & CEO

Speaker

Okapi Partners

Bruce H. Goldfarb is President and Chief Executive Officer of Okapi Partners, the proxy solicitation and investor response firm. Bruce works extensively with corporations and investors focusing on investor response strategy and execution for contested election campaigns, mergers and acquisitions, corporate governance matters, investor engagement campaigns, and other extraordinary situations.

Prior to establishing Okapi Partners, Bruce was the Senior Managing Director and General Counsel of Georgeson Inc. (now a subsidiary of Computershare Limited), where he headed the Global M&A Advisory Group.

Before entering the proxy solicitation business, Bruce was a Senior Vice President of the investment management firm, Scudder, Stevens & Clark, which is now a part of DWS Group. At Scudder, he was a member of the Legal Department and served as Chairman of the Firm’s Proxy Review Committee. Bruce practiced corporate law with Cravath, Swaine & Moore for more than six years, where he specialized in mergers and acquisitions, securities and international matters.

Bruce is a current member of the Board of Visitors of the Columbia University School of Law, the Advisory Board of the Ira M. Millstein Center for Global Markets and Corporate Ownership, and the Board of Advisors of the NYU Law School Institute for Corporate Governance and Finance. He was previously a member of the Council of Institutional Investors Market Advisory Council and the Advisory Board of the Harvard Law School Program on Corporate Governance. Bruce also serves as a member of the Board of Trustees of the not-for-profit Signature Theatre Company.

Bruce earned a J.D. from the Columbia University School of Law. He received a B.A. in the History of Art from the University of Pennsylvania concurrently with a B.S. Econ., concentration in Finance, from its Wharton School.

12:10 PM - 12:30 PM

Thursday March 21, 2024

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