2017
UNLOCKING SHAREHOLDER VALUE
SHAREHOLDER ACTIVISM | 2017
Engage with industry thought leaders on why and how ongoing shareholder engagement and 1 activism play a vital role in affecting share value.
INFORMATION
SHAREHOLDER
ACTIVISM
2
COMPANY PROFILE
PROGRAM INFORMATION
As the corporate landscape evolves around global, social, environmental and economic change, Skytop Strategies works to facilitate discussion with executivelevel corporate leaders, institutional investors, stakeholders, reputable industry experts, and authoritative NGO/government agencies around corporate strategy. We create an
Engage with industry thought leaders on why and how ongoing shareholder engagement and activism play a vital role in affecting share value.
CONTACT
Discover how activist investors cultivate relationships with companies to positively influence sustained value creation. Apply the latest campaign practices of activists, how they unfold, their outcomes, and how boards and executives work constructively toward improved stock performance
Skytop Strategies 243 Main Street Suite 250 New Paltz, NY 12561 info@skytopstrategies.com
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SHAREHOLDER ACTIVISM | 2017
CONTENTS
TABLE OF CONTENTS Program Summary ......................................................................................................................... 2 Olshan .............................................................................................................................................. 4 Schulte Roth & Zabel .................................................................................................................... 5 Wachtell, Lipton, Rosen & Katz .................................................................................................
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Innisfree M&A Incorporated ...................................................................................................... 7 Joele Frank .................................................................................................................................... 8 Latham & Watkins ........................................................................................................................ 9 Vinson & Elkins LLP ..................................................................................................................... 10 Bernstein Litowitz Berger & Grossmann LLP (BLB&G) .......................................................... 11 Davies Ward Phillips & Vinberg ................................................................................................ 12 Edelman ........................................................................................................................................... 13 FTI Consulting ................................................................................................................................ 14 Goodmans LLP ................................................................................................................................. 15 Kleinberg Kaplan ............................................................................................................................ 16 Lazard .............................................................................................................................................
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MacKenzie Partners, Inc. ...........................................................................................................
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Morgan Stanley ............................................................................................................................ 19 Okapi Partners .............................................................................................................................. 20 PwC ................................................................................................................................................
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Sloane & Company ......................................................................................................................... 22 Kingsdale Shareholder Services ...............................................................................................
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D.F. King ........................................................................................................................................... 24 Activist Insight ............................................................................................................................... 25 Barclay Hedge ...............................................................................................................................
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Hedge Fund Solutions ..................................................................................................................
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IR Magazine ..................................................................................................................................... 28 NIRI ..................................................................................................................................................
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Proxy Insight ................................................................................................................................... 30
SHAREHOLDER ACTIVISM | 2017
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CO-LEAD SPONSOR
OLSHAN PROGRAM CONNECTION
COMPANY PROFILE Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies
CONTACT
• Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris. Etiam rhoncus ultricies ex vitae consectetur.
INFOGRAPHIC
Company Address Line 1 Address Line 2 Phone Email
Summary Paragraph: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor 4
SHAREHOLDER ACTIVISM | 2017
COMPANY PROFILE
PROGRAM CONNECTION
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris. Etiam rhoncus
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris.
CO-LEAD SPONSOR
SCHULTE ROTH & ZABEL
INFOGRAPHIC
CONTACT Company Address Line 1 Address Line 2 Phone Email
SHAREHOLDER ACTIVISM | 2017
Summary Paragraph: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec
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TITLE SPONSOR
JOELE
FRANK
PROGRAM CONNECTION
CONTACT
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris. Etiam rhoncus ultricies ex vitae consectetur. Nullam eget metus lectus.
Company Address Line 1 Address Line 2 Phone Email
INFOGRAPHIC
Summary Paragraph: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat.
COMPANY PROFILE Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris. Etiam
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SHAREHOLDER ACTIVISM | 2017
TITLE SPONSOR
LATHAM & WATKINS PROGRAM CONNECTION COMPANY PROFILE Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris. Etiam rhoncus ultricies ex vitae consectetur.
INFOGRAPHIC
CONTACT Company Address Line 1 Address Line 2 Phone Email
SHAREHOLDER ACTIVISM | 2017
Summary Paragraph: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor
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CO-LEAD SPONSOR
WACHTELL, LIPTON, ROSEN & KATZ
CONTACT Company Address Line 1 Address Line 2 Phone Email
INFOGRAPHIC Summary Paragraph: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet
PROGRAM CONNECTION Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris. Etiam rhoncus ultricies ex vitae consectetur. Nullam eget metus lectus. Aenean suscipit, felis non ultricies eleifend,
COMPANY PROFILE Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris. Etiam rhoncus 8
SHAREHOLDER ACTIVISM | 2017
TITLE SPONSOR
INNISFREE M&A
INCORPORATED CONTACT Company Address Line 1 Address Line 2 Phone Email
INFOGRAPHIC
PROGRAM CONNECTION Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris. Etiam rhoncus ultricies ex vitae consectetur. Nullam eget metus lectus. Aenean suscipit, felis non ultricies eleifend,
SHAREHOLDER ACTIVISM | 2017
Summary Paragraph: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec
COMPANY PROFILE Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat.
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TITLE SPONSOR
VINSON & ELKINS LLP
COMPANY PROFILE Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus.
CONTACT Company Address Line 1 Address Line 2 Phone Email
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PROGRAM CONNECTION Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris. Etiam rhoncus ultricies ex vitae consectetur.
INFOGRAPHIC
Summary Paragraph: BuLorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor
SHAREHOLDER ACTIVISM | 2017
PROGRAM SPONSOR
BERNSTEIN LITOWITZ BERGER & GROSSMANN LLP PROGRAM CONNECTION COMPANY PROFILE Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies
CONTACT Company Address Line 1 Address Line 2 Phone Email
SHAREHOLDER ACTIVISM | 2017
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris. Etiam rhoncus ultricies ex vitae consectetur.
INFOGRAPHIC
Summary Paragraph: BuLorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor
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STRATEGIC PARTNER
PROXY INSIGHT
COMPANY PROFILE Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris. Etiam rhoncus ultricies ex vitae consectetur. Nullam eget metus lectus. Aenean sus-
CONTACT Company Address Line 1 Address Line 2 Phone Email
1122
PROGRAM CONNECTION Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec cursus sit amet, porttitor ac ipsum. Aenean ac quam diam. Praesent consequat fermentum tellus vel feugiat. Fusce ut nulla volutpat, ultricies ante at, fermentum mauris.
INFOGRAPHIC
Summary Paragraph: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed ultricies mauris velit, nec hendrerit tellus elementum eu. Quisque hendrerit enim sit amet tempor volutpat. In ullamcorper venenatis ipsum eu rhoncus. Aliquam dolor ipsum, pretium nec
SHAREHOLDER ACTIVISM | 2017
UPCOMING PROGRAMS February 7, 2017
Shareholder Engagement & Communication London Constructive Strategies for Issuers London, UK
February 16, 2017
Integrated Thinking Drivers and Evolving Best Practices New York, NY
February 21, 2017
Executive Dialogue Series Governance Building Company Resilience Capacity New York, NY
March 2, 2017
New Legal & Regulatory Terrain for Risk Management Outlook for Financial Companies New York, NY
March 9, 2017
CSR 3.0 Responsibility as a Driver of Company Performance San Francisco, CA
March 16, 2017
Cyber Risk Governance Bridging the Gap Between Institutional Shareholders, Governance, Risk, Cyber Security & Legal Experts New York, NY
April 4, 2017
ESG Summit A Driver of Company Performance and Shareholder Value New York, NY
April, 2017
Disruptive Sustainability Technologies For Institutional Shareholders, Company Management and Capital Markets Experts New York, NY
SHAREHOLDER ACTIVISM | 2017
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Engage with industry thought leaders on why and how ongoing shareholder engagement and activism play a vital role in affecting share value Discover how activist investors cultivate relationships with companies to positively influence sustained value creation Apply the latest campaign practices of activists, how they unfold, their outcomes, and how boards and executives work constructively toward improved stock performance
UNLOCKING SHAREHOLDER VALUE
14
Skytop Strategies 243 Main Street Suite 250 New Paltz, 12561 SHAREHOLDER ACTIVISM | NY 2017 info@skytopstrategies.com