CorpGov and IPO Edge recently covered the fifth annual Palm Beach CorpGov Forum, featuring keynote speaker Josh Frank, Partner and Co-Chief Investment Officer at Trian Fund Management.
During the event, Mr. Frank discussed Trian’s six-year position at Unilever PLC, highlighting the challenges faced due to corporate governance differences between the company’s British and Dutch locations. He also shared insights on how Unilever unified its governance in the UK. Additionally, Mr. Frank talked about the transformation of Snapple under the leadership of Nelson Peltz, which led to its acquisition by Cadbury Schweppes and subsequent inclusion as a case study at Harvard Business School. Snapple is now part of Keurig Dr Pepper Inc., while Cadbury Schweppes was acquired by Mondelez International.
Furthermore, Mr. Frank discussed current activist campaigns at Paramount Skydance Corp. and Kimberly-Clark Corp., as well as Trian’s past investments in The Walt Disney Co. and The Procter & Gamble Co. He emphasized the diverse portfolios of these consumer companies and highlighted the connection between The Procter & Gamble Co. and Johnson & Johnson.
The event was attended by over 300 institutional investors, board directors, family offices, attorneys, investment bankers, and key advisors.
The forum featured a lineup of prominent speakers, including Andrew Keys, Co-Founder and Chairman of The Ether Machine; Ken Traub, Chairman, President, and CEO of Comtech Telecommunications Corp; Randall Adams, Partner at Seward & Kissel LLP; Michael Alford, Vice President and Director of Athletics at Florida State University; Sher Baig, Founder and CEO of Cyber Salus; Michael Blankenship, Managing Partner at Houston & Co-Chair of the Capital Markets Practice at Winston & Strawn; Steve Bruce, Managing Partner at ASC Advisors; Christine Carson, President and CEO of Carson Proxy; Pablo Casilimas, Managing Partner at OneSixOne Ventures; Peter Clarke, Senior Director at Roberts & Ryan Investments Inc; and Craig DeDomenico, Managing Director of Equity and Equity-Linked Capital Markets at Stifel.
Other speakers included Adam Doyle, EVP and Head of Technology Finance at Alliance Funding Group; Robert DuPuy, Former President and COO of Major League Baseball; Daphna Edwards Ziman, Co-Chairman of Project Rise Partners; Brendan Foo, Partner and Global Head of Corporate Contests at Forward Global; Mark Garibyan, Partner at Seward & Kissel LLP; Chuck Garske, Senior Managing Director at Okapi Partners; Bruce Goldfarb, President and CEO of Okapi Partners; Ira Gorsky, Managing Director at Edelman Smithfield; Brenda Gosselin, Partner at Goodmans LLP; John Glenn Grau, President of InvestorCom; Josh Harlan, Founder and Managing Partner of Harlan Capital; Mark Harms, Chairman and CEO of Global Leisure Partners and Executive Committee Member of World Gym Corporation; Gabriel Hasson, Global Head of Governance and Shareholder Advisory at ICR; Rick Horrow, CEO of Horrow Sports Ventures; Taylor Ingraham, Partner at ASC Advisors; Rafique Jiwani, Vice President at Goldman Sachs Private Equity; Ryan Keating, Partner at EisnerAmper; Alex Knowland, Principal at Comvest Credit Partners; Adam Kommel, Shareholder Activism Development Lead at Bloomberg LP; Jonathan Lo, VP of Finance at EisnerAmper; John Marc, Executive Director of Capital Markets at Artex Risk Solutions; Ariel Mark, Head of Western US Investments at Tokyu Land US Corp; Mario Masrieh, Managing Director at Recognition, Trivest; Alex Moazed, General Partner at Applico Capital; Francisco Morales, Managing Director of Mergers & Acquisitions and Private Equity at Vinson & Elkins; Patrick Murphy, Head of NYSE Market Making at GTS; Tad Nacheff, Head of East Coast Capital Markets and Financial Sponsor Coverage at NYSE; Steve Parish, Partner at ICR; Paul Quinlan, Founder and CEO of Quinlan Partners; Joseph Quintilian, Partner at Distributed Capital Partners and Co-Founder of Ajna Labs LLC; Michael W. Robinson, Chairman and CEO of The Montgomery Strategies Group; Hooman Shahidi, Managing Partner at Opus Bloom Capital; Joshua Siegel, General Partner at Acronym Venture Capital; Dana Simberkoff, Chief Risk, Privacy, and Information Security Officer at AvePoint; Emma Sissman, Vice President of Impact Investing at Goldman Sachs; Karen Snow, CEO of Rose & Co Capital Advisors; Charles Soranno, Managing Director at Protiviti; Zach Swartz, Partner in the Corporate Real Estate Practice at Vinson & Elkins; Sebastian Tiller, Partner in Mergers & Acquisitions and Capital Markets at Vinson & Elkins; Bob Verrico, Co-Founder and Executive Chairman at InvestingChannel, Inc; Patrick Whelan, Partner in Mergers & Acquisitions and Private Equity at Vinson & Elkins; and Heath Winter, Partner in Corporate Governance & Shareholder Engagement at Longacre Square Partners.
The event was moderated by Ron Orol, Senior Editor at The Deal; Josh Kosman, Senior Correspondent at The Capitol Forum; and Jarrett Banks, Editor-at-Large at CorpGov. John Jannarone, Editor-in-Chief at CorpGov, also moderated the forum.
For more information on the event and to access the full list of speakers and sessions, visit the CorpGov website.
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