Agenda and Panelists
9:30 a.m. Opening Remarks
9:45 a.m. Panel 1: Universal Proxy Ballots
Moderators: Keith Higgins, Director, Division of Corporation Finance and Michele Anderson, Chief, Office of Mergers and Acquisitions, Division of Corporation Finance
Panelists:
- Frederick H. Alexander, Counsel, Morris, Nichols, Arsht & Tunnell, LLP and Advisor for Legal Policy, B-Lab
- Chris Cernich, Managing Director, M&A and Contested Elections, Institutional Shareholder Services
- Lisa M. Fairfax, Leroy Sorenson Merrifield Research Professor of Law, The George Washington University Law School
- Bruce H. Goldfarb, President and Chief Executive Officer, Okapi Partners
- David A. Katz, Partner, Wachtell, Lipton, Rosen & Katz LLP
- Michelle Lowry, Ph.D., TD Bank Endowed Professor, LeBow College of Business, Drexel University
- Charles Penner, Partner, Chief Legal Officer, JANA Partners LLC
- Anne Simpson, Senior Portfolio Manager and Director of Global Governance, CalPERS
- Sarah B. Teslik, Senior Vice President – Communications, Public Affairs and Governance, Apache Corporation
- Steve Wolosky, Partner, Olshan Frome & Wolosky LLP
11:30 a.m. Panel 2: Retail Participation in the Proxy Process
Moderators: Keith Higgins, Director, Division of Corporation Finance and David Fredrickson, Chief Counsel and Associate Director, Division of Corporation Finance
Panelists:
- Donna Ackerly, Senior Managing Director, Georgeson Inc.
- Reena Aggarwal, Robert E. McDonough Professor of Finance, McDonough School of Business, Georgetown University; Director, Georgetown Center for Financial Markets and Policy
- John Bajkowski, President, American Association of Individual Investors
- Alan Beller, Senior Counsel, Cleary Gottlieb Steen & Hamilton LLP
- John Endean, President, American Business Conference
- Lawrence Hammermesh, Ruby R. Vale Professor of Corporate and Business Law at Widener Law Delaware’s Institute of Delaware Corporate and Business Law
- Cornish F. Hitchcock, Principal, Hitchcock Law Firm PLLC
- Niels Holch, Executive Director, Shareholder Communications Coalition
- James McRitchie, Publisher, CorpGov.net
- Nell Minow, Co-Founder, The Corporate Library; Founder and Former Board Member, GMI Ratings
- Robert Schifellite, President, Investor Communication Services, Broadridge Financial Solutions
- Darla Stuckey, President and Chief Executive Officer, Society of Corporate Secretaries and Governance Professionals, Inc.