Agenda

12:00 pm – Registration and lunch – The Palm Beach Lake Pavilion​

1:00 pm – Forum Starts

Panel: Capital Markets Assessment and Private to Public Company Readiness

• Tad Nacheff, Head of East Coast Capital Markets and Financial Sponsor Coverage, NYSE
• Craig DeDomenico, Managing Director, Equity and Equity-Linked Capital Markets, Stifel​
• Karen Snow, CEO, Rose & Co Capital Advisors

Panel: Trading Action: Managing Risk and Execution in Public Markets

• John Grau, President, InvestorCom
• John Marchisi, Executive Director – Capital Markets, Artex Risk Solutions​
• Patrick Murphy, Head of NYSE Market Making, GTS

Panel: IPO Prep and Public Company Life: Navigating Regulations

• Mark Martini, Founder and CEO, WimbledonGlobal, Inc.
• Steve Parish, Managing Partner, Equity Capital Markets, ICR Capital
• Michael W. Robinson, Chairman and CEO, The Montgomery Strategies Group
• Zach Swartz, Partner, Corporate Real Estate Practice, Vinson & Elkins ​

Panel: Hedge Fund Crisis Management

• Steve Bruce, Managing Partner,  ASC Advisors
• John Jannarone, Editor-in-Chief, CorpGov (Moderator)​

Panel: Barbarians at the Gate: An International Perspective

• Christine Carson, President and CEO, Carson Proxy​
• Francisco Morales, Partner, Mergers & Acquisitions and Private Equity, Vinson & Elkins​
• Ira Gorsky, Managing Director, Edelman Smithfield​
• Brenda Gosselin, Partner, Goodmans LLP

Panel: 2026 Proxy Season Outlook

• Randall Adams, Partner, Seward & Kissel LLP
• Brendan Foo, Co-CEO and Co-Founder, Forward Risk
• Bruce Goldfarb, President and CEO, Okapi Partners​
• Ron Orol, Senior Editor, The Deal (Moderator)​

Panel: Contested M&A

• Adam Kommel, Shareholder Activism Development Lead, Bloomberg LP​
• Sebastian Tiller, Partner, Mergers & Acquisitions and Capital Markets, Vinson & Elkins​
• Heath Winter, Partner, Corporate Governance & Shareholder Engagement, Longacre Square Partners
• Christopher Young, Investment Banker, Formerly Director of M&A and Proxy Fight Research, ISS

Panel: Activism: Views from the Board, CEO and Outside Agitator

• Chuck Garske, Senior Managing Director, Okapi Partners​
• Ken Traub, Chairman, President and CEO, Comtech Telecommunications Corp. (Nasdaq: CMTL)​
• Jessica Wood, Partner, Corporate Governance, M&A, Shareholder Activism and Corporate Defense, Sidley Austin LLP

Panel: Keynote Fireside with Trian

• Josh Frank, Partner and Co-Investment Officer, Trian Fund Management
• Josh Kosman, Senior Correspondent, The Capitol Forum (Moderator)

5:00 pm – Trolleys depart for reception at Cucina Palm Beach