NIRI invites you to an Oklahoma City interactive panel discussion about Shareholder Activism

“CFOs Need to Prepare for More Shareholder Activism” (The Wall Street Journal, June 18, 2013)

“As Shareholder Fights Heat Up, Activists Aim at Bigger Targets” (New York Times, April 16, 2013)

Shareholder activism is in the news, and Oklahoma has seen its fair share of action. These engagements are quickly replacing the hostile takeover as the biggest worry of management teams and boards of directors of public companies. There were 434 known activist situations in 2012, and activism is on pace to surpass last year’s level.

  • Are you prepared for an activist call requesting a meeting with the CFO or CEO?
  • How will you respond when an activist files a Schedule 13D and discloses a stake of 10% in your Company?
  • Is a Proxy Contest necessary when an activist publicly demands board seats and corporate changes?


Expert Panelists:

Charlie Haag, partner with Jones Day
Jim Lucas, managing director with Abernathy MacGregor
Lance Gilliland, managing director and head of M&A for Tudor Pickering
Jason Alexander, managing director of Georgeson & Co.

Date:   Wednesday, November 20, 2013

Time:   5:30-7:30 PM

Location:   Oklahoma City, Red PrimeSteak, 504 North Broadway Avenue, (405) 232-2626

Cost:  No charge for NIRI D*FW members
Non-members: $35

Register here for the Oklahoma dinner event