CorpGov hosted the sixth annual Palm Beach CorpGov Forum on Nov. 4-5, 2026, at the Palm Beach Lake Pavilion and The Cove Club, both located waterfront with sweeping views of Palm Beach Island, along with a reception at Cucina Palm Beach. The panel called “2027 Proxy Season Lookahead – A Global Perspective” took place on Thursday afternoon.
The panel featured Chuck Garske, Senior Managing Director at Okapi Partners, Brenda Gosselin, Partner at Goodmans LLP, and Stuart Levine, Chairman and CEO of Stuart Levine & Associates, as the moderator.
Key comments from the panel:
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“Everyone discounts [retail investors], but you really need them in any kind of contested or tight, controversial situations,” said Chuck Garske.
- “I think AI is going to become another hot button,” said Brenda Gosselin. “And I think investors are going to want to see how are you using it to your benefit, but also the risk mitigation and risk management of it.”
- “Our responsibility is to be very diligent and, in particular, look at the proxies and what that will imply for the leadership and shareholder value on a going-forward basis,” said Stuart Levine.
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Photo Gallery of the 6th Palm Beach CorpGov Forum
Speakers: CorpGov Forum 2026:
- Keynote: Paul Abrahimzadeh, Partner, 1789 Capital
- Keynote: Vishal Garg, Founder and Head of Product, Platform and Innovation, Better Home & Finance Holding Co. (Nasdaq: BETR)
- Andrew Bair, President and CEO, Capital Defense Technologies
- Jeff Buzen, Head of M&A, McGill and Partners
- Marcos Cervantes, Founder and CEO, Q-Branch
- Doug Chia, President, Soundboard Governance; Host, The Public Company Series Podcast; Former Corporate Secretary, Johnson & Johnson
- George Corbin, Board Director, Edgewell Personal Care (NYSE: EPC); Former Chief Digital Officer, Marriott and Mars
- Craig DeDomenico, Managing Director, Equity and Equity-Linked Capital Markets, Stifel
- Robert DuPuy, Former President and COO, Major League Baseball
- Adam Dobrik, Senior Director, Shareholder Activism Practice, Forward Global
- Don Duffy, Chairman, ICR Capital
- John Ehrhard, Co-Founder, XQai
- Andrew Freedman, Co-Managing Partner; Chair, Shareholder Activism Practice, Olshan Frome Wolosky
- Chuck Garske, Senior Managing Director, Okapi Partners
- Joe Germani, Partner and Co-Founder, Longacre Square Partners
- Bruce Goldfarb, President and CEO, Okapi Partners
- Brenda Gosselin, Partner, Goodmans LLP
- John Grau, President, InvestorCom
- Mary Guzman, Founder and CEO, Crown Jewel Insurance
- Mark Harms, Chairman and CEO, Global Leisure Partners
- Benjamin Heriaud, Partner, Capital Markets and Mergers & Acquisitions, Vinson & Elkins
- Rick Horrow, CEO, Horrow Sports Ventures
- Rafique Jiwani, Head of GTM Value Creation, Operating Advisor, Goldman Sachs Private Equity
- Andy Katz, General Partner, BrknPar Ventures (Sport Tech Growth Equity Fund)
- Ryan Keating, Partner, Industry Leader, Venture Services, EisnerAmper
- Harrison Lance, Head of Capital Markets, Southeast, New York Stock Exchange
- Jonathan Lo, Vice President of Startup Finance, EisnerAmper
- Robert Maciejko, Founder, Board AI Institute; Co-founder, INSEAD AI (Alum-Led); Member, INSEAD’s AI Advisory Group
- Mark Martini, Senior Managing Director, Head of Capital Markets, E.F. Hutton & Co.
- Ron Orol, Senior Editor, The Deal
- Charles Orozco, Senior Vice President – Group Director, Flagstar Private Bank
- Kory Patrick, Principal, Risk Advisory Services, Kaufman, Rossin &Co.
- Matthew Player, CEO, Zoneomics
- Joseph Quintilian, Partner, Distributed Capital Partners, and co-founder, Ajna Labs LLC
- Michael W. Robinson, Chairman and CEO, The Montgomery Strategies Group
- Patrick Rooney, Family Owner, Pittsburgh Steelers; President, Palm Beach Kennel Club
- Joshua Siegel, General Partner, Acronym Venture Capital
- Emma Sissman, Vice President, Goldman Sachs Alternatives
- Dorothy Sluszka, Partner, Shareholder Activism, Corporate/Securities Law, Olshan Frome Wolosky
- Charles Soranno, Managing Director, Protiviti
- Adam Tamzoke, Counsel, Latham & Watkins
- Sebastian Tiller, Partner, Mergers & Acquisitions and Capital Markets, Vinson & Elkins
- Greg Veltri, Stock Plan Lifecycle Director, Infinite Equity
- Karen Walker, CFO, Sysdig
- Judson Wallace, Managing Director, White Rabbit Capital
- Candice Wilson, Managing Director, CFO Advisory Practice, EisnerAmper
- Joseph Yaker, Founder and CEO, Xpand Global Inc.
- Ned Zelles, Director, Head of GTS Corporate Services, GTS
- Katie Creaser, Partner, Technology, ICR (Moderator)
- Adam Kommel, Activism Data Product Manager, Bloomberg (Moderator)
- Stuart Levine, Chairman and CEO, Stuart Levine & Associates (Moderator)
- Jarrett Banks, Editor-at-Large, CorpGov (Moderator)
- John Jannarone, Editor-in-Chief, CorpGov (Moderator)
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