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Instead of trying to be everything to everybody, we’ve made a name for ourselves by delivering what our clients need most: in-depth, hands-on legal counsel throughout the financial services sector — and beyond.

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Throughout our history, Schulte has provided comprehensive pro bono services to local and national nonprofit organizations. Today, we serve more than 50 nonprofits and work to advance a variety of social justice causes.

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  • New York

    • 919 Third Avenue
    • New York, NY 10022
    • United States of America
      • +1 212.756.2000 Phone
      • +1 212.593.5955 Fax
  • Washington, DC

    • 555 13th Street, NW, Suite 6W
    • Washington, DC 20004
    • United States of America
      • +1 202.729.7470 Phone
      • +1 202.730.4520 Fax
  • London

    • One Eagle Place
    • London SW1Y 6AF
    • United Kingdom
      • +44 (0) 20 7081 8000 Phone
      • +44 (0) 20 7081 8010 Fax

Schulte Roth & Zabel is proud to announce its 13th Annual Shareholder Activism Conference, taking place on May 16, 2023. This event features leading activist investors and their advisers discussing the current environment, lessons learned from recent campaigns, and emerging trends.

“As activist shareholders continue to make an impact in the governance of many of the largest and most well-known companies in the world, the landscape is rapidly changing and our clients and lawyers are at the forefront of that evolution,” said Ele Klein, Co-Chair of SRZ’s Global Shareholder Activism Group. “The Shareholder Activism Conference is our platform to disseminate critical information to our clients and other major industry players, who in turn can use it to propel their progress.”

The forum will bring together respected industry players and thought leaders, including:

  • Lauren Thomas of The Wall Street Journal, who will moderate the panel “Activism: The Adviser’s Perspective,” which will feature Bruce Goldfarb, Okapi Partners, Greg Taxin, Spotlight Advisors, and Dan Zacchei, Longacre Square Partners.
  • An in-depth, two-part panel, “State of Activism,” which will feature Ele Klein and SRZ Partner Adriana Schwartz as moderators, and will include Peter Feld, Starboard Value, Kevin Galligan, JANA, and Lauren Taylor Wolfe, Impactive Capital on the first panel and Ryan Bunch, Trian, Jason Genrich, Elliott Management, and Michael O’Mary, D.E. Shaw Group on the second panel.
  • A conversation moderated by SRZ associate Sean Brownridge on “Advance Notice Bylaws Gone Too Far: The Masimo Case,” which will provide unique insight from Michael Swartz, Co-Chair of SRZ’s Litigation Group, who is leading the representation of Politan Capital Management in this groundbreaking matter. Politan Capital’s Quentin Koffey will share his views.
  • A panel comprised of Kelly Koscuiszka, Co-Chair of SRZ’s Investment Management Regulatory & Compliance Group, Craig Warkol, Co-Chair of the Firm’s Litigation Group and Broker-Dealer Regulatory & Enforcement Group, and Adriana Schwartz. They will provide an “Activist Regulatory Update,” discussing the implications of recent developments and activity in the market.

If you are interested in attending the Shareholder Activism Conference, please reach out to your SRZ contact.