Activist Investing: Techniques, Issues & Legal Considerations

Friday, May 8, 2015 | 9:00 a.m. – 12:00 p.m.

PROGRAM CHAIR Jared L. Landaw Chief Operating Officer and General Counsel Barington Capital Group, LP

PROGRAM CHAIR
Jared L. Landaw

Chief Operating Officer and General Counsel
Barington Capital Group, LP

 

 

 

 

 

 

 

 

  • A panel of experts will provide an introduction to the issues and legal considerations involved in activist investing, particularly as practiced today by activist hedge funds.  The program will consist of three panel discussions.  The first panel will provide an overview of the goals of activist investing and discuss a number of the tools employed by activists to accomplish them.  The second panel will discuss strategies and defensive mechanisms used by public corporations to facilitate their interaction with such investors.  The final panel will explore various legal and other considerations that both activist investors and public corporations should be cognizant of, including Schedule 13D issues, proxy solicitation mechanics and the role of independent proxy advisory service providers.

    This program will not be taped. You only get one chance to see it … Live!

    Live Program (includes download of materials):

    Live Program: $299 Member/$329 Nonmember

    Discounts will be granted to attorneys working for government agencies, public interest groups, full-time students and full-time academics.

  • Kathleen M. Carney, Managing Director, Teneo Strategy

    Sarah Goller, CFA, Senior Manager, Vanguard

    Bruce H. Goldfarb, President and Chief Executive Officer, Okapi Partners LLC

    Robert J. Jackson, Jr., Professor of Law, Columbia Law School

    David A. Katz, Wachtell, Lipton, Rosen & Katz

    Darren Novak, Senior Vice President, Houlihan Lokey

    Damien J. Park, Managing Partner, Hedge Fund Solutions, LLC

    Muir Paterson, Managing Director, Goldman, Sachs & Co.

    Matthew J. Sherman, President, Partner, Joele Frank

    Marc Weingarten, Schulte Roth & Zabel


  • 9:00 a.m. – 9:10 a.m.                Introduction and Overview                                   

    Jared L. Landaw

    9:10 a.m. – 10:00 a.m.               Tools of the Activist Investor

    Moderator: Damien J. Park
    Panel: Jared L. Landaw, Darren Novak & Marc Weingarten

    10:00 a.m. – 10:50 a.m.             Representing the Public Company

    Moderator: David A. Katz
    Panel: Sarah Goller, Muir Paterson & Matthew J. Sherman

    10:50 a.m. – 11:00 a.m.             Break

    11:00 a.m. – 12:00 p.m.             Legal and Other Considerations

    Moderator: Professor Robert J. Jackson, Jr.
    Panel: Kathleen M. Carney, Bruce H. Goldfarb & David A. Katz


  • New York Credit: 3.0 professional practice
    This program provides transitional/non-transitional credit for all attorneys.
    California Credit: 3.0 general
    New Jersey Credit: 3.2 general
    Pennsylvania Credit: 2.5 general

    professional responsibility

  • Sponsorship Opportunities are Available! Please Contact:
    Ann Rappleye, Director, City Bar Center for CLE | (212) 382-6606 | ARappleye@nycbar.org or
    ____________________________________________________________________________________________
    Darianne De Leon, Program & Sponsorship Coordinator, City Bar Center for CLE | (212) 382-6731 | ddeleon@nycbar.org