8:00 a.m.

Registration & Networking Breakfast

8:30 a.m.

Conference Welcome & Opening Remarks
Joel M. Podolny, Dean of the Yale School of Management

8:45 a.m.

Morning Keynote
Stephen Freidheim, Managing Partner, Cyrus Capital Partners

9:30 – 10:45 a.m.

Panel 1: Global InvestingThis panel discussion will explore many new factors influencing the shape of the global investment landscape. Speakers include:

Moderator: William Goetzmann, Edwin J. Beinecke Professor of Finance and Management Studies & Director of International Center for Finance at Yale
Michael Karsch, Founder, Karsch Capital Management
Thomas Niedermeyer, Managing Partner, Liberty Square
Gautam Prakash, Founder and Managing Director, Monsoon Capital
Oscar Schafer, Managing Partner, Oscar S. Schafer & Partners

10:45 - 11:15 a.m.

Break

11:15 – 12:30 p.m.

Panel 2: Activist Investing
Activist investors have played an increasingly visible role in the governance and actions of public companies. A panel of experts will share their insights and expertise in the area. Speakers include:

Moderator: Ellen Shuman, CIO, Carnegie Corporation
William Ackman, Managing Partner, Pershing Square Capital
Phlip Goldstein, Co-Founder, Bulldog Investors
Eric Rosenfeld, President and CEO, Crescendo Partners

12:45– 1:45 p.m.

Luncheon Keynote
John Paulson, Managing Partner, Paulson & Co. Inc

1:45 p.m.

Closing Remarks

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