Shareholder Activism in 2019 and Beyond: Navigating the Fast-Growing Field
Shareholder activism’s main goal is to drive change and maximize a company’s potential as its shareholders deem fit. Shareholders levy their rights to push companies for changes in terms of corporate governance and growth in their market impact and value. As a result, company management is left to cope with the demands of their dissatisfied investors.
As shareholder activism trends and campaigns are on a steady rise, navigating through the evolving strategies of activists is of paramount concern. Companies and their top management must become adept in developing strategies to address the concerns of the board and be one step ahead of such campaigns and need to keep abreast of the recent trends and developments in this rapidly evolving field.
In this LIVE Webcast, a panel of distinguished professionals and thought leaders will help companies and their top management understand the important aspects of this significant topic. They will provide an in-depth discussion of shareholder activism and how to navigate through it. Speakers will also offer best practices in developing and implementing effective strategies in dealing with shareholder activism.
Key topics include:
- Shareholder Activism: Overview
- Risks and Pitfalls
- Best Practices and Strategies
- Recent Trends and Developments
- 2019 Outlook
Kai Haakon E. Liekefett, Partner and Chair, Shareholder Activism Practice
Sidley Austin LLP
- Introduction to shareholder activism
- Recent statistics
Matt Lum, Consultant
- Passive investors taking a more active approach
- Rise in activism on environmental, social, and governance (ESG) issues
- Proactively engaging with shareholders to head off activist campaigns
Martin C. Glass, Partner
Jenner & Block LLP
- Recent trends in proxy battles
- the role of passive investors in activist situations
- activism goes global
Christopher P. Davis, Partner
Kleinberg, Kaplan, Wolff & Cohen, P.C.
- Best practices and pitfalls and company defense
Who Should Attend:
- Advising Officers
- Executives and Directors
- In-house Counsel
- Risk Officers
- Top Level Management
- Other Related and Interested Professionals
Kai is a partner in New York and chairs Sidley’s Shareholder Activism Practice. He has more than 18 years of experience in corporate law in New York, London, Germany, Hong Kong and Tokyo. In the last 5 years, Kai has been involved in more than 40 proxy contests, more than any other defense attorney in the country. Kai has been named “2019 Dealmaker of the Year” by The American Lawyer for the Wynn Resorts proxy contest. He has been recognized in the 2017, 2018 and 2019 editions of Chambers USA as one of only seven leading attorneys for Corporate/M&A: Takeover Defense. Kai has been teaching classes on shareholder activism, including at Harvard University, and is speaking regularly on this topic on panels around the world. He is frequently interviewed and quoted as shareholder activism expert by the national and international media. Kai is on the board of the New York Chapter of the NACD
Kai is a partner in New York and chairs Sidley’s Shareholder Activism Practice. He has more than 18 years of …
Matt joined FW Cook in 2012 and works out of the Firm’s Houston office. His client assignments have been with companies across a wide array of industries and within various stages of the business cycle. He has experience in aligning companies’ incentive plans with their long-term strategy, advising on total compensation structures, comparing pay and performance, and conducting shareholder outreach.
Matt is an author and contributor to the firm’s technical papers and studies and is a speaker on executive compensation issues.
Previously, Matt was employed as an executive compensation consultant with Cogent Compensation Partners. Matt holds an undergraduate degree from the University of Texas at Austin and a MBA from the Ross School of Business at the University of Michigan.
Matt joined FW Cook in 2012 and works out of the Firm’s Houston office. His client assignments have been with …
Martin C. Glass is co-chair of the firm’s Cross-Border Transactions Practice. He counsels US and foreign companies in a wide array of transactional matters.
For more than 20 years, Mr. Glass has focused on complex M&A and securities transactions. Domestic and foreign companies and their boards seek his assistance with structuring and negotiating public and private mergers, acquisitions, divestitures, public securities offerings, proxy contests, and other highly complex corporate transactions. Mr. Glass also regularly counsels clients on continuous reporting and corporate governance requirements under the US securities laws and the rules of the NYSE, NASDAQ and NYSE MKT.
In 2018, he was named by BTI Consulting Group as a "Client Service All-Star," an award that identifies attorneys that are "not just great—but head and shoulders above the rest as defined solely by clients." For several years running, Mr. Glass has been mentioned in Euromoney's IFLR1000 listing of the world's leading lawyers and recommended in The Legal 500 United States. He is a member of the Committee on Mergers, Acquisitions and Proxy Contests of the New York City Bar Association.
Mr. Glass has experience in a variety of industries, including, life sciences, mining, energy and financial services.
Martin C. Glass is co-chair of the firm’s Cross-Border Transactions Practice. He counsels US and foreign companies in a wide …
Chris Davis chairs Kleinberg Kaplan's Mergers and Acquisitions and Investor Activism Groups. He advises domestic and international clients on mergers, stock and asset purchases, shareholder activism, proxy contests and tender offers, restructurings, workouts and bankruptcy sales, stock-for-stock mergers, auction sales, defensive and target reviews, joint ventures, divestitures, financings and minority investments in public and private companies. He has represented investment funds, start-up and mature companies, merchant banks and financial institutions and individuals in general corporate work and in numerous investments, private placements, loans, PIPEs, employment negotiations, Hart-Scott-Rodino filings and business combinations.
Chris has been featured in such media outlets as: CNBC; Fox Business; BloombergTV; The Wall Street Journal; The New York Times; Bloomberg BusinessWeek; Corporate Board Member; Institutional Investor’s Alpha; The Deal/The Street.com; and many others.
Chris Davis chairs Kleinberg Kaplan's Mergers and Acquisitions and Investor Activism Groups. He advises domestic and international clients on mergers, …
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Method of Presentation:
General knowledge in Corporate law
NY Category of CLE Credit:
Areas of Professional Practice
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About Sidley Austin LLP
Sidley is one of the largest U.S. law firms in the world with over 2,000 Lawyers and 20 Offices
in commercial, financial and regulatory centers worldwide known for excellence in all areas of business law.
More than 150 years after the founding of the firm, Sidley today comprises a diverse group of legal professionals from many cultures who are dedicated to teamwork, collaboration and superior client service.
About FW Cook
FW Cook was founded in 1973 to be the premier provider of executive compensation committee advisory services. The Firm services clients from seven offices across the country (New York, Chicago, Los Angeles, San Francisco, Atlanta, Houston, and Boston), and has worked with more than 3,000 clients, which include both publicly-traded and private organizations that vary by size and industry.
Since the beginning, FW Cook has worked diligently to establish and maintain its reputation as highly ethical and technically strong thought leaders on executive pay matters. This approach has allowed the Firm to become the market leader for executive compensation advisory services among companies in the Fortune 1000 and S&P 500.
About Jenner & Block LLP
Jenner & Block LLP (www.jenner.com) is a law firm with global reach, with offices in Chicago, London, Los Angeles, New York and Washington, DC and more than 500 lawyers. The firm is known for its prominent and successful litigation practice and experience handling sophisticated and high-profile corporate transactions. Firm clients include Fortune 100 companies, large privately held corporations, financial services institutions, emerging companies and venture capital and private equity investors. In 2018, The American Lawyer named Jenner & Block to the A-List, which recognizes the top 20 US law firms. The American Lawyer also recognized the firm as the #1 pro bono firm in the United States nine of the past eleven years; the firm has been ranked among the top 10 in this category every year since 1990. In 2018, the publication named the firm its first “Pro Bono Champion.”
Jenner & Block has substantial transactional practices, with experienced groups focusing on corporate and commercial transactions including mergers and acquisitions, corporate governance, securities, corporate finance, tax, real estate, environmental, commercial law, bankruptcy and reorganization, benefits, employment, labor and executive compensation, and associations. We handle transactional work for a wide range of large public corporations as well as privately held businesses, financial institutions, prominent trade associations, nonprofit organizations, new ventures, and individuals. Our transactional partners have repeatedly been recognized as some of the profession's leading dealmakers by Chambers USA. During 2018, the practice continued its work on significant and high-profile transactions including General Dynamics' $9.7 billion acquisition of CRSA, Snyder's-Lance Inc.'s $6.1 billion sale to Campbell Soup Company and Lonza Group AG's $630 million sale of its water care business to Platinum Equity as well as its acquisition of a controlling stake in medical technology company Octane Biotech, among other deals.
About Kleinberg, Kaplan, Wolff & Cohen, P.C.
Kleinberg, Kaplan, Wolff & Cohen, P.C. is a leading boutique New York law firm committed to client service, professional excellence and creative solutions. With a focus on investment-driven work, Kleinberg Kaplan excels in the investment funds, transactional, real estate, securities, regulatory, tax, litigation and trusts and estates arenas. The firm delivers a full suite of services to investment managers, institutional and entrepreneurial investors and businesses and affluent families/individuals. Consistently recognized as a leading legal advisor to activists, Kleinberg Kaplan is uniquely positioned to execute on complex deals that help concerned investors gain management’s attention and unlock hidden value.
The firm’s success has attracted big law laterals with exceptional legal talent sharing a common bond of commitment to clients and work. Kleinberg Kaplan has grown strategically across key practice areas by remaining true to our client-centered focus and commitment to exceptional legal services.