M&A Conference at Cornell Tech New York (Live Online)

October 28 & 29, 2020

This prestigious annual conference assembles corporate development leaders, in-house M&A counsel, board members, and private equity investors to discuss current challenges impacting complex transactions and learn about innovative methods to improve deal performance.

The cross-disciplinary agenda draws on experienced M&A professionals from various industries and regions to share first-hand experiences, best practices, and recommendations for navigating deals through both internal and external challenges.

This conference will be streamed live online in 2020.

DAY ONE AGENDA: WEDNESDAY, OCTOBER 28, 2020

8:55am - 9:00am (Eastern Time)
Opening remarks: William Jefferson Black, Managing Director, Finance Information Group & Publisher, Transaction Advisors

9:00am - 9:50am
M&A strategy: repositioning transactions The opening keynote discussion will look at methods for allocating capital between core horizontal acquisitions and adjacent growth segments to respond to changes in consumer behavior, supply chains, and market dynamics.

Jelena Guzenko, Head of Mergers & Acquisitions, Americas, Siemens Energy
Eileen Kamerick, NACD Leadership Fellow and Director; AIG Funds, Associated Banc-Corp, Legg-Mason Closed-End Mutual Funds, and Hochschild Mining
Gregg Albert, Managing Director - Corporate Strategy and M&A, Accenture

10:00am - 10:50am
Strategic v. Private Equity: Competing on risk allocation and closing conditions This lively session will provide perspective on the techniques that are commonly employed by strategic acquirers to compete with private equity firms.

Alison Heyden, Senior Counsel, Warburg Pincus
Tait Svenson, Head of Corporate/M&A, Assistant Secretary, Square
Brad West, General Counsel and Chief Compliance Officer, Pritzker Private Capital
Matthew Gemello, Partner, Orrick

11:00am - 11:50am
Diligence methods: Growth forecasts This session will look at the challenging diligence obligations associated with demand sensing, product efficacy, and rapidly shifting industry dynamics. The participants will discuss the negotiation of specific deal terms that may be employed to address a range of diligence discoveries related to a target's value drivers.

Diwakar Rao, Vice President of Corporate Development & Strategy, Zynga
Nicolas Moiseeff, Global Head of Corporate M&A, Bunge
Chandradev Mehta, Director, Mergers & Acquisitions, LyondellBasell
Jesse Silvertown, Senior Manager, Ernst & Young

12:00pm - 12:50pm
Human capital diligence: Financial risks This session will provide a detailed look at how effective dealmakers approach HR due diligence to identify people-related financial challenges and look at specific deal terms that may be employed to impact the future state operating model.

Sarah Arendsen,Senior Director Corporate Development & Strategy, Kellogg Company
Siran Tanielyan, Vice President, Corporate Development, Viacom
Christina Ungaro, Executive Vice President, Director of Corporate Development, JLL
Eric Warren, Partner, Global M&A Advisory Services, Mercer

1:00pm - 1:50pm
Cross border joint ventures: Governance The participants will discuss board structures, management incentives, dispute resolution mechanisms, and other governance considerations.

Doug Barnard, Senior Vice President, General Counsel, and Secretary, CF Industries
Michael Hartman, Senior Vice President, Assistant General Counsel, AT&T
Scott Petepiece, Partner and Head of Americas M&A, Shearman & Sterling

2:00pm - 2:50pm
Negotiating risk allocation: Transactional insurance for tax liabilities This session will look at the increasing use of transaction insurance to address uncertainty around known, but uncertain, tax liabilities.

Thomas Griffin, Principal, Associate General Counsel, Ares Management Corporation
Michael Kelchen, Director, M&A, Tax Planning, Controversy and Global Transfer Pricing, Keysight Technologies
Sheldon Elefant, Director of Tax Insurance - M&A Practice, Wilis Towers Watson

3:00pm - 3:50pm
Ask the M&A Leadership Council This interactive session will provide an opportunity for conference participants to ask members of the prestigious M&A Leadership Council questions on a range of deal-related topics.

Sergio Letelier, Chair of the M&A Leadership Council and Vice President, Deputy General Counsel - Corporate, Securities and M&A, Hewlett Packard Enterprise
Ken Bond, Senior Vice President, Corporate Development, AON Corporation (former)
Hugo Dubovoy, Vice President, Corporate Secretary & Chief Corporate, Securities & Litigation Counsel, W.W. Grainger
Felipe Heiderich, Senior Counsel, Moderna
Brett Shawn, Senior Vice President, Assistant General Counsel, Warburg Pincus
Michael Wolf, Vice President, Deputy General Counsel, Baxter International

DAY TWO AGENDA: THURSDAY OCTOBER 29, 2020

8:55am - 9:00am
Opening remarks: William Jefferson Black, Managing Director, Finance Information Group & Publisher, Transaction Advisors
Recognition of the M&A Leadership Council

9:00am - 9:50am
Global merger control and antitrust challenges: Nascent competition risk This session will provide guidance on the shifting environment for competition reviews in the United States, Europe, and other jurisdictions. The participants will comment on specific deal terms that anticipate protectionist views and antitrust challenges associated with nascent competition risk and the merits of negotiating prospective remedies or remaining silent.

Stacy Frazier, Executive Counsel, Competition Law and Policy, General Electric
Gil Ohana, Senior Director, Antitrust and Competition, Cisco Systems
Ben Gris, Partner, Shearman & Sterling

10:00am - 10:50am
Developments in deal structuring: Working capital adjustments and closing conditions This discussion will examine current negotiation points and deal terms that may be employed to allocate risk and bridge gaps between buyers and sellers.

Dawn Bartholomew, Head of Corporate Development, Spencer Stuart
Sanil Padiyedathu, Counsel - M&A and Strategic Transactions, Verizon
Linda Sharaby, Managing Director, General Counsel - Corporate and Assistant Corporate Secretary, Neuberger Berman
Matthew Soran, Partner, Fried Frank

11:00am - 11:50am
Carveout transactions: Structuring divestitures This session will look at the strategic and operational considerations associated with divestiture transactions including specific guidance on the disposal process and unique considerations when financial pressure drives the transaction structure and timing.

Noni Ellison, General Counsel, Chief Compliance Officer and Corporate Secretary, Carestream Dental
Anders Rajka, Global IT Head of Strategy & Innovation, Acquisitions & Divestiture, Johnson & Johnson
Rhonda Rein, Director, Corporate Development, Thomson Reuters
Stuart Gleichenhaus, Senior Managing Director, FTI Consulting

12:00pm - 12:50pm
Keynote: Deal Drivers
This roundtable discussion with leading investment bankers will explore the unique characteristics that are driving deal activity in 2020 and provide an outlook for 2021 with analysis from the most recent Intralinks Deal Flow Predictor.

Brian Hwang, Director, Corporate Development & Global Partnerships, Intralinks

1:00pm - 1:50pm
Navigating regulatory hurdles: Avoiding closing delays The regulatory impact on timing to close will be considered in this session, which will look at specific deal terms, coordinating issues, and methods for balancing U.S. securities laws with changing and conflicting requirements in other jurisdictions.

Stephen Diamond, Assistant General Counsel, Business Transactions (M&A/Late Stage Licensing), Pfizer
Rob Sieland, Associate General Counsel - M&A, Securities and Compliance, R.R. Donnelley & Sons Company
Bob Zapata, Managing Director and General Counsel, Corporate Strategy & Development, TIAA
Aly El Hamamsy, Partner, Freshfields

2:00pm - 2:50pm
Integration and change management: Leadership retention This session will look at strategies for retaining an acquisition target's key team members, including the structure of financial incentives and retention agreements for key executives that align with critical cultural and performance objectives.

Dana Hughes, Head of Integration Management, Pfizer
Gina Sandon, Director, Global Merger & Acquisition Synergy, IBM
Lindsay Seefeldt, Director of Corporate Development Integration, Facebook
Julie van Waveren, Principal, M&A Advisory Services, Mercer

3:00pm - 3:50pm
Acquisition metrics and transaction communications The participants in this session will discuss current M&A dynamics and perceptions, while considering methods for addressing a wide range of stakeholder expectations on the merits and rationale for a transaction.

Todd Manley, Senior Director, M&A Integration and Business Transformation, Marvell Semiconductor
Bashar Nejdawi, Chief Strategy Officer, Head of M&A & E-Commerce, PCS Wireless
Sonalee Parekh, Senior Vice President, Corporate Development and Investor Relations, Hewlett Packard Enterprise
David Roady, Senior Managing Director, Head of Merger & Acquisitions in the Americas, Strategic Communications, FTI Consulting

INNOVATION PARTNERS

The conference will feature a number of innovative technology and information platforms that are advancing the M&A practice.

M&A TECHNOLOGY DEMOS AND INFORMATION PLATFORMS

The conference will feature a number of M&A technology demos and information platforms from:

Intralinks provides an artificial intelligence-assisted platform to increase efficiency, reduce risk, and streamline the entire M&A process—from strategy and deal preparation through the due diligence process and post-merger Integration.
Black Duck is a software due diligence solution for M&A that specializes in code reviews for open source and internal compliance as well as security flaws in proprietary, open source, and other third-party software.
Knowable’s M&A offerings convert legal language into structured contract data. Their reliable portfolio-level reporting provides cross-functional stakeholders with actionable insights that improve deal outcomes.
TMF Group is a strategic global partner providing a comprehensive back office solution to ensure all local payroll, accounting, tax and compliance transition from the TSA correctly, dovetailing into the corporate back office processes.
Apperio is a legal spend tracking and analytics platform that provides complete clarity on legal spend in real-time.
Aviator is a cloud-based, full-service M&A tool that simplifies the planning process among workstream teams and provides visibility and reporting against workplans and financials.
Spend Analytics, powered by Accenture’s Applied Intelligence Platform, accelerates the identification of direct and indirect spend synergies by employing artificial intelligence to gather, consolidate, cleanse, categorize, and benchmark spend data.
OrgVue is an organization design and headcount reduction tool that visually compares current organization design to a future design state while capturing the value of operational process efficiencies.

WHO SHOULD ATTEND

This program is for public-company corporate development and integration leaders, in-house M&A and securities counsel, chief financial officers, chief executive officers, board members, and private equity investors. This conference is not designed for advisors or service providers. The proceedings are closed to the media.

Conference attendees may be eligible for CLE and CPE