The second annual Palm Beach CorpGov Forum will be held on Thursday, February 9 (following a hurricane-related postponement from November), featuring a full day of panels and fireside chats followed by a cocktail reception at the rooftop ballroom of The Ben Hotel in West Palm Beach, FL. The in-person event will include over 200 attendees including corporate directors and C-suite executives, institutional investors, pension funds, attorneys, investment bankers, key advisors, select financial media and other prominent members of the financial community.
Sponsored By
Please contact Jarrett Banks at jb@capmarketsmedia.com with sponsorship or press inquiries or to request an invitation.
Agenda
8:30 am – Registration
9:00 am – IPOs: Waiting for a Window and Alternative Sources of Growth Capital
- Tara Dziedzic, Head of Listings – US Sectors, New York Stock Exchange
- Ramey Layne, Partner, Capital Markets and Mergers & Acquisitions, Vinson & Elkins
- Craig DeDomenico, Managing Director, Equity and Equity-Linked Capital Markets, Stifel
- Don Duffy, President, ICR
- John Jannarone, Editor-in-Chief, IPO Edge and CorpGov (Moderator)
9:40 am – Women in Technology, Media and on Corporate Boards
- Ashley DeSimone, Partner, Media, Sports & Entertainment, ICR
- Brandee Daly, CEO and Co-Founder, Knightswan Acquisition Corp. (NYSE: KNSW)
- Gail Glazerman, Senior ESG Integration Analyst, Bloomberg Intelligence
- Casie Connolly, Principal, Longacre Square
10:20 am – Morning Coffee Break
10:35 am – The Retail Investor: Meme Stocks and Beyond
- Charles Gradante, Co-Founder, Hennessee Group LLC
- Jason W. Alexander, Senior Managing Director, Okapi Partners
- John Ferguson,Senior Partner, Saratoga Proxy Consulting
- Jeff Zavattero, CEO, Goodfill LLC
- Jarrett Banks, Editor-at-Large, IPO Edge and CorpGov (Moderator)
11:15 am – Green Energy: From Solar to Rare Metals
- John DeMaio, CEO, Graphex Technologies and President, Graphex Group (NYSE: GRFX)
- Ronald W. Pickett, CEO, KiNRG, Inc
- J.T. Starzecki, Chief Marketing Officer, 5E Advanced Materials Inc. (Nasdaq: FEAM)
- John Jannarone, Editor-in-Chief, IPO Edge and CorpGov (Moderator)
11:55 am – Lunch Served
12:35 pm – A Message from Take Stock in Children Palm Beach
- Nancy Stellway, Executive Director, Take Stock in Children Palm Beach
12:45 pm – Bear Market Investing – Fireside Chat
- Jenaro Cardona-Fox, Founding Partner and Chief Investment Officer, North Ground Capital
- John Jannarone, Editor-in-Chief, IPO Edge and CorpGov (Moderator)
1:00 pm – Contested M&A
- Bruce Goldfarb, President and CEO, Okapi Partners
- Lawrence Elbaum, Partner, Co-Head of Activism Defense, Vinson & Elkins
- Mark Grothe, Senior Research Analyst, Glass Lewis (Moderator)
- Chris Young, Managing Director and Global Head of Contested Situations, Jefferies
- Jonathan Feldman, Partner, Mergers & Acquisitions, Goodmans LLP
1:40 pm – ESG Meets Activism: from Exxon to Chevron
- David Pogemiller, CEO, Boardroom Alpha
- Andrew Freedman, Partner, Co-Head Activist & Equity Investment Group, Olshan Frome Wolosky LLP
- Keith Rosenbloom, Founder, Cruiser Capital
- Adam Kommel, Senior Activism Analyst, Bloomberg LP (Moderator)
2:20 pm – Afternoon Coffee Break
2:35 pm – Sustainable Real Estate Investing
- Anna Malhari, Chief Operating Officer, Veris Residential (NYSE: VRE)
- Danica Holley, Chief Operating Officer, Global Medical REIT Inc. (NYSE: GMRE)
- Tara Dziedzic, Head of Listings – US Sectors, New York Stock Exchange (Moderator)
3:05 pm – Universal Proxy
- Jordan Kovler, Managing Director, Harkins Kolver (Moderator)
- John Grau, President, InvestorCom
- Keith Rosenbloom, Founder, Cruiser Capital
- Chris Young, Managing Director and Global Head of Contested Situations, Jefferies
- Mark Grothe, Senior Research Analyst, Glass Lewis
- Andrew Freedman, Partner, Co-Head Activist & Equity Investment Group, Olshan Frome Wolosky LLP
3:45 pm – SPACs: SEC Rules and Liquidation Deadlines
- John Marchisi, National Director, SPAC Segment, Gallagher
- Alysa Craig, Managing Director, Mergers & Acquisitions and SPACs, Stifel
- Ramey Layne, Partner, Capital Markets and Mergers & Acquisitions, Vinson & Elkins
- Nicholas Petruska, Executive Vice president & CFO, Hennessy Capital Investment Corp. V and VI (Moderator)
4:20 pm – ESG: Investor Demands and GOP Resistance
- Michael W. Robinson, Chairman and CEO of The Montgomery Strategies Group, Counselor at ACG Analytics, and former Chief Spokesman & Policy Director at the Securities and Exchange Commission (SEC)
- Mark Grothe, Senior Research Analyst, Glass Lewis
- John Jannarone, Editor-in-Chief, IPO Edge and CorpGov (Moderator)
4:40 pm – Taking Truth Social Public – Fireside Chat with Patrick Orlando
- Patrick Orlando, CEO, Digital World Acquisition Corp. (Nasdaq: DWAC)
- Ramey Layne, Partner, Capital Markets and Mergers & Acquisitions, Vinson & Elkins (Moderator)
5:00 pm – Cocktails and Hors d’oeuvres
Speakers and Sponsors:
- Lawrence Elbaum, Partner, Co-Head of Activism Defense, Vinson & Elkins
- Ramey Layne, Partner, Capital Markets and Mergers & Acquisitions, Vinson & Elkins
- Tara Dziedzic, Head of Listings – US Sectors, New York Stock Exchange
- Suzanne Brown, Program Manager, NYSE ESG Initiatives, New York Stock Exchange
- Chris Young, Managing Director and Global Head of Contested Situations, Jefferies
- Alysa Craig, Managing Director, Mergers & Acquisitions and SPACs, Stifel
- Craig DeDomenico, Managing Director, Equity and Equity-Linked Capital Markets, Stifel
- Don Duffy, President, ICR
- Anton Nicholas, Managing Partner, ICR
- Ashley DeSimone, Partner, ICR
- Charles Gradante, Co-Founder, Hennessee Group LLC
- Patrick Murphy, Head of NYSE Market Making & Listing Services, GTS
- Bruce Goldfarb, President and CEO, Okapi Partners
- Chuck Garske, Senior Managing Director, Okapi Partners
- Jason W. Alexander, Senior Managing Director, Okapi Partners
- Jonathan Feldman, Partner, Mergers & Acquisitions, Goodmans LLP
- David Pogemiller, CEO, Boardroom Alpha
- Keith Rosenbloom, Founder, Cruiser Capital
- Carlo Cannell, Founder, Cannell Capital
- Jake Walko, Director of ESG Investing and Global Investment Stewardship, Thornburg Investment Management
- Dan Zacchei, Managing Partner, Longacre Square
- Greg Marose, Managing Partner, Longacre Square
- Charlotte Kiaie, Partner, Longacre Square
- Casie Connolly, Principal, Longacre Square
- Scott Deveau, Managing Director, Longacre Square
- John Ferguson, Senior Partner, Saratoga Proxy Consulting
- J.T. Starzecki, Chief Marketing Officer, 5E Advanced Materials Inc. (Nasdaq: FEAM)
- John DeMaio, CEO, Graphex Technologies and President, Graphex Group (NYSE: GRFX)
- Ronald W. Pickett, CEO, KiNRG, Inc
- John Marchisi, National Director, SPAC Segment, Gallagher
- Jordan Kovler, Managing Director, Harkins Kolver
- Peter Harkins, Managing Director, Harkins Kolver
- Peter Harkins, Jr., Managing Director, Harkins Kolver
- Anna Malhari, Chief Operating Officer, Veris Residential (NYSE: VRE)
- Danica Holley, Chief Operating Officer, Global Medical REIT Inc. (NYSE: GMRE)
- Brandee Daly, CEO and Co-Founder, Knightswan Acquisition Corp. (NYSE: KNSW)
- Gail Glazerman, Senior ESG Integration Analyst, Bloomberg Intelligence
- Adam Kommel, Senior Activism Analyst, Bloomberg LP
- Jeff Zavattero, CEO, Goodfill LLC
- Andrew Freedman, Partner, Co-Head Activist & Equity Investment Group, Olshan Frome Wolosky LLP
- Mark Grothe, Senior Research Analyst, Glass Lewis
- Jenaro Cardona-Fox, Founding Partner and Chief Investment Officer, North Ground Capital
- John Grau, President, InvestorCom
- Meredith Marks, Communications Strategist, Issuer Direct (NYSE: ISDR)
- Jake Catalioto, Business Development Manager, Issuer Direct (NYSE: ISDR)
- Nicholas Petruska, Executive Vice president & CFO, Hennessy Capital Investment Corp. V and VI (Nasdaq: HCIC, HCVI)
- Patrick Orlando, CEO, Digital World Acquisition Corp. (Nasdaq: DWAC)
- Michael W. Robinson, Chairman and CEO of The Montgomery Strategies Group, Counselor at ACG Analytics, and former Chief Spokesman & Policy Director at the Securities and Exchange Commission (SEC)
- Jarrett Banks, Editor-at-Large, CorpGov and IPO Edge (Moderator)
- John Jannarone, Editor-in-Chief, CorpGov and IPO Edge (MC)
Contact:
CorpGov
www.CorpGov.com
Editor-in-Chief
editor@CorpGov.com