NACD Board Leadership Conference NACD Chapter System NACDonline.org

Activism Defense Strategy - Mock Proxy Battle

Classroom
October 19, 2017
Mountain Lakes, NJ


Overview

 

Managing activism should be part of every public company's blueprint.  Improperly handled, it becomes a serious risk to corporate strategy and Director reputation.  Now more than over it is becoming increasingly critical for board members and C-level management to understand what an activist campaign looks like.

Join fellow directors and high-level industry experts at NACD NJ's Mock Proxy Battle for a step-by-step guide to what happens behind the scene in a real life proxy contest.  Industry experts from Wachtell Lipton, Joele Frank, ISS, Vanguard and Alliance Advisors will discuss their experiences, provide actionable advice and walk you through the life cycle of a proxy contest.

Join us for a unique educational and executive level networking event.  Attendance is limited, please register today.

 

For additional questions about this program, please call John DePinto at Alliance Advisors LLC - 

(973) 873-7713 or email John at jdepinto@allianceadvisorsllc.com.


Documents

 
  NACD New Jersey 10.19.2017 - Activism Defense Strategy Panel

Event Notes

 

Takeaways from Activism Defense Strategy




Location and Time

 

The Mansion at Mountain Lakes
90 US-46
Mountain Lakes, NJ 07046


6:00 p.m. - 7:00 p.m.  Executive Networking/Cocktails

7:00 p.m. - 9:30 p.m. Dinner, Program & Q&A



Speaker Spotlight

 

Sabastian V. Niles

Sabastian Niles is a Partner at Wachtell, Lipson, Rosen & Katz, where he focuses on rapid response shareholder activism, engagement and preparedness, takeover defense and corporate governance; short-termism in the capital markets and promoting long-term value creation; risk oversight, including as to cyber security and crisis situations; U.S. and cross-border mergers, acquisitions, buyouts, investments, divestitures, and strategic partnerships; and other corporate and securities law matters and special situations.

Steven Frankel

Steve Frankel is a Partner at Joele Frank where he advises clients on mergers and acquisitions and shareholder activism, as well as media strategy, investor relations and crisis communications. During the past 25 years, he has been involved in numerous takeover battles, friendly mergers and other high-profile situations involving many of the world's most respected corporations. Steve is well-recognized for his depth of experience in the financial services sector and has developed close working relationships with the leading attorneys, investment bankers and journalists covering the space. In addition, he has worked with numerous healthcare, energy and technology companies.

Waheed Hassan

Waheed Hassan, is a CFA - Senior Managing Director, Alliance Advisors where he advises clients in connection with Corporate Governance, M&A transactions, proxy contests, and other contested solicitations. Prior to joining Alliance, he managed the M&A/Proxy Contest research team at Institutional Shareholder Services ("ISS"). At ISS, he provided advisory vote recommendations on 100+ contested M&A transactions and proxy contests. Waheed was involved in several high profile proxy fights (Target, Barnes & Noble, NRG Energy, Office Depot).

Cristiano Guerra

Cristiano Guerra is the Head of ISS' Special Situations Research team, which covers contested economic proposals and fights for corporate control. He previously led the US Research team, and prior to that the Latin America Research team, for ISS. In all these roles, he has actively engaged with issuers, shareholders, and other stakeholders regarding investor concerns, disclosure issues and specific governance topics relevant to institutional shareholders.

Rob Main

Rob Main is CFA of Vanguard Investment Stewardship and Head of Portfolio Company Engagement, Analysis, and Voting. Rob leads Vanguard's Corporate Governance team which is responsible for the research, analysis, and voting of over 12,000 proxies across 65 countries each year. Further, the team conducts almost 800 company management engagements on a variety of ESG issues on an annual basis.

Accreditation

 




Question about this Event?

Contact New Jersey Chapter 32 Leonardine Avenue, South River, NJ, 08882 phone: 732-698-7771 fax: 732-698-7772 email: gina@nacdnj.org