Events / Impact Investing / Skyptop Strategies
NOVEMBER 7, 2018 ... HARVARD CLUB OF NEW YORK CITY ... 35 WEST 44TH STREET NEW YORK, NY

The 21st Century Company ... How It Creates Value — And for Whom

Burgess COMMENTARY

Peter Burgess

The 21st Century Company ... How It Creates Value — And for Whom

NOVEMBER 7, 2018 HARVARD CLUB OF NEW YORK CITY 35 WEST 44TH STREET NEW YORK, NY

TIME DESCRIPTION
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8:15-8:30 AM Registration & Networking Breakfast
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8:30-8:40 Opening Remarks
William M. Noe, Managing Director, Fortune Empire, President, AmeriStar Network Inc.
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8:40-8:50 Back to the Future: A Look at How Innovation has Changed the Global Company
Presenter: Hank Boerner, Chairman, Governance & Accountability Institute; Member of the Advisory Board, Skytop Strategies
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8:50-9:15 Opening Presentation CEO as a Global Citizen: The Integration of Business Purpose and Social Purpose
Presenter: Hope S. Taitz, Chief Executive Officer, ELY Capital
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9:15-9:55 Panel Discussion Profit Motive: Shareholder Expectations for Companies to Create Value, Responsibly
Moderator: Karen Morris, Board Member, Global Sourcing Council
Panelists: Evan Harvey, Global Head of Sustainability, Nasdaq
Paula Luff, Director, Sustainability & Impact, Inherent Group
David Yeh, Managing Partner, Capitol Hill and Former White House Senior Advisor
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9:55-10:10 Networking Break
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10:10-10:40 Non-Financial Expectations for Public Companies: What the Research Reveals Presenter: Edward Reilly, Senior Advisor, Strategic Communications, FTI Consulting
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10:40-11:20 Discussion Session Africa: Emerging Opportunities, Economic Development
Moderator: Joe Verrengia, Director, Corporate Social Responsibility, Arrow Electronics, Inc.
Panelists: Peter Lupoff, Founder, Principal Lupoff Friends and Family Interests
Mike McGown, Project Development, Ocelot Investments
Obie L. McKenzie, Obie McKenzie LLC
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11:20-11:35 Topic Briefing The History of Corporate Governance: Where We’ve Been, Where We Are and Where We’re Going
Presenter: Hank Boerner, Chairman, Governance & Accountability Institute; Member of the Advisory Board, Skytop Strategies
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11:35-12:15 PM Panel Discussion ESG: The Institutional Investor Views on Long-Term Company Performance
Moderator: Charlotte Laurent-Ottomane, Executive Director, Thirty Percent Coalition
Panelists: Millicent Budhai, Director of Corporate Governance, NYC Comptroller’s Office
Gianna McCarthy, Director, Corporate Governance, New York State Common Retirement Fund
​Imogen Rose-Smith, Investment Fellow, Office of the President, University of California ​
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12:15-1:05 Networking Luncheon
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1:05-1:45 Panel Discussion The Activist Investor: Leveraging Change to Bring Public Companies into the 21st Century
Moderator: Elana Duré, Financial and Data Journalist, Activist Insight
Panelists: Bryan Armstrong, Senior Managing Director, Strategic Communications, FTI Consulting
Jared Landaw, Chief Operating Officer, General Counsel, Barington Capital Group
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1:45-2:15 New Deal for the Middle East: Innovations that Drive Diversification and Commercial Exchange
Interviewer: Christopher P. Skroupa, Founder and Chief Executive Officer, Skytop Strategies
Interviewee: The Honorable Cameron Munter, Chief Executive Officer, The EastWest Institute, Former United States Ambassador to Pakistan
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2:15-2:55 Panel Discussion Risk Governance: The Impact of Cyber Insecurity on Company Transparency & Accountability
Moderator: William M. Noe, Managing Director, Fortune Empire, President, AmeriStar Network Inc.
Panelists: Michael A. Echols, Chief Executive Officer, Kennedy Space Center, International Association of Certified ISAOs, and Max Cybersecurity LLC.; Former Director, Cyber Joint Program Management Office, Department of Homeland Security
William Horton, Senior Vice President, Deputy General Counsel and Corporate Secretary, Verizon
Robert Statica, Chief Executive Officer and President, BL∆KFX
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2:55-3:15 Networking Break
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3:15-3:30 Presentation Topic Briefing: The Importance of Women in the Energy Sector
Presenter: Amy Jaffe, David M. Rubenstein Senior Fellow for Energy and the Environment, Council on Foreign Relations and Co-Chair, Women in Energy Initiative, Center for Global Energy Policy, Columbia University
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3:30-4:10 Panel Discussion Gender Lens: Views from the Investor’s Perspective
Moderator: Karen Wawrzaszek, Chief Executive Officer, Pomona Society
Panelists: Elizabeth Alexander, Senior Managing Director, Strategic Communications, FTI Consulting Amy Jaffe, David M. Rubenstein Senior Fellow for Energy and the Environment, Council on Foreign Relations and Co-Chair, Women in Energy Initiative, Center for Global Energy Policy, Columbia University
Lawler Kang, Founder and Chief Executive Officer, League of Allies
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4:10-4:30 Closing Thoughts The 21st Century Company: A New Role as Global Citizen, Investor and Driver of Shared Outcomes
Presenter: Christopher Walker, Director, North America, World Business Council for Sustainable Development
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4:30 Closing Remarks
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4:30 Program Adjourns
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SESSION LEADERS Skytop Strategies session leaders are chosen from the highest caliber companies, foundations and funds for the express purpose of diversifying thought and creating balanced panels with all-encompassing viewpoints. Nominate a Speaker
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Hank Boerner Chairman Governance & Accountability Institute Member of the Advisory Board Skytop Strategies New York, NY
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Millicent Budhai Director of Corporate Governance NYC Comptroller’s Office New York, NY
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Elana Duré Financial and Data Journalist Activist Insight New York, NY
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Michael A. Echols Chief Executive Officer Kennedy Space Center, International Association of Certified ISAOs, and Max Cybersecurity LLC. Former Director, Cyber Joint Program Management Office Department of Homeland Security Washington, D.C.
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Amy Jaffe David M. Rubenstein, Senior Fellow for Energy and the Environment, Council on Foreign Relations and Co-Chair, Women in Energy Initiative Center for Global Energy Policy, Columbia University Houston, TX
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Evan Harvey Global Head of Sustainability Nasdaq Washington, D.C.
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William Horton Senior Vice President, Deputy General Counsel and Corporate Secretary Verizon New York, NY
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Lawler Kang Founder and Chief Executive Officer League of Allies Manchester, MA
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Abdulrahman Khan Executive Managing Director, Corporate Development and Strategy PB Petroleum Saudi Arabia
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Jared Landaw Chief Operating Officer, General Counsel Barington Capital Group New York, NY
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Charlotte Laurent-Ottomane Executive Director Thirty Percent Coalition Boca Raton, FL
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Peter Lupoff Principal Lupoff Friends and Family Interests New York, NY
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Gianna McCarthy Director, Corporate Governance New York State Common Retirement Fund New York, NY
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Mike McGown Project Development Ocelot Investments Miami, FL
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Obie L. McKenzie Managing Director BlackRock New York, NY
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Karen Morris Board Member The Global Sourcing Council New York, NY
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The Honorable Cameron Munter Chief Executive Officer The EastWest Institute and the Former United States Ambassador to Pakistan New York, NY
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William M. Noe Managing Director Fortune Empire President AmeriStar Network Hurricane, UT
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Laura Plato President and Chief Operating Officer Causecast Reno, NV ​
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Imogen Rose-Smith Investment Fellow, Office of the President University of California New York, NY
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W. Graeme Roustan Chairman and Chief Executive Officer Roustan Capital Ontario, CA
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Hope S. Taitz Chief Executive Officer ELY Capital New York, NY
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Joe Verrengia Director, Corporate Social Responsibility Arrow Electronics, Inc. Denver, CO
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Christopher Walker Director, North America World Business Council for Sustainable Development New York, NY
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Karen Wawrzaszek Chief Executive Officer Pomona Society Washington, D.C.
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David Yeh Managing Partner Capitol Hill Former Senior Advisor The White House Washington, D.C.
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STRATEGIC PARTNER The Nexus for Exclusive Insight, Empowering Executives to Navigate Change RECENT FORBES ARTICLES On The Forefront Of Israeli Cybersecurity Innovation And Investment Strategy Latest Trends in Addressing Boardroom Diversity Defining The Bounds of Nordic Sustainability Integration Environmental Conservation and Corporate Governance at The Forefront of Nordic Investor Trends VIEW MORE PROGRAMS Shareholder Engagement & Activism CSR & Sustainability Investment Management Capital Markets Resilience, Innovation & Cyber Security CONTACT US Skytop Strategies 475 Park Ave. South Suite 920 New York, NY 10016 info@skytopstrategies.com CAREERS View Careers POLICIES Cancellation Policy Privacy Policy

Mahmood Ameer Khusro Managing Director Al Joaib Group Saudi Arabia

Rajeev Bansal Vice President IT Strategy and Governance Broadridge Newark, NJ

Raoul Bhavnani Senior Managing Director FTI Consulting New York, NY

Hank Boerner Chairman Governance & Accountability Institute Member of the Advisory Board Skytop Strategies New York, NY

Jenna Boyle Director GoldenTree Asset Management New York, NY

Millicent Budhai Director of Corporate Governance NYC Comptroller’s Office New York, NY

Peter Burgess CEO TrueValueMetrics.org New York, NY

Rebecca Campbell VP of Customer Success CAUSECAST San Francisco, CA

Lindsay Castleberry Senior Consultant, Crisis Communications FTI Consulting New York, NY

Alan Cheng Director Vatera Holdings New York, NY

Kara Coppa Co-Founder BL∆KFX Chester, NJ

William Cunningham Economist Creative Investment Research Washington, DC

Andrea Dalton Founder Revelio Wilton, CT

Katherine Devine Coordinator, Strategic Events UN Global Compact New York, NY

Drew DiSpirito Business Risk Consultant Crowe LLP New York, NY

Elana Duré Financial and Data Journalist Activist Insight New York, NY

Alexander Easby Elite Mental Performance Consultant The Wall Street Coach New York, NY

Michael A. Echols Chief Executive Officer Kennedy Space Center, International Association of Certified ISAOs, and Max Cybersecurity LLC. Former Director, Cyber Joint Program Management Office Department of Homeland Security Washington, D.C.

FitzJohn Flynn Associate Founder, SVP Biz Dev, Partnerships, & Investments BL∆KFX San Francisco, CA

Yusuf George Director Strategic Development Just Capital New York, NY

Leila Goldmark Founder & General Counsel Green Rainbow Revolution, LLC. New York, NY

Allan Grafman Chief Executive Officer All Media Ventures New York, NY

Alexis Graham Managing Partner A Graham Advisors New York, NY

Nitin Gupta Partner Caspian Private Equity New York, NY

Ramzi Hammam Analyst Silver Leaf Partners New York, NY

Evan Harvey Global Head of Sustainability Nasdaq Washington, D.C.

Lawrence Heim Managing Director – Sustainability and ESG Services Elm Sustainability Partners Foothill Ranch, GA

Bonni Hendrix Director of Strategic Programs Societe Generale

New York, NY William Horton Senior Vice President, Deputy General Counsel and Corporate Secretary Verizon New York, NY

Carolyn Hudson Managing Director & Head of the Americas FTI Consulting

New York, NY Anthony Iman Country Director Al Joaib Group California

Eric Israel CFO & Sustainability Strategist ISOS Group New York, NY

Amy Jaffe David M. Rubenstein, Senior Fellow for Energy and the Environment, Council on Foreign Relations and Co-Chair, Women in Energy Initiative Center for Global Energy Policy, Columbia University Houston, TX

Lawler Kang Founder and Chief Executive Officer League of Allies Manchester, MA

Will Kennedy Senior Programme Officer, UN Office for Partnerships United Nations New York, NY

Abdulrahman Khan Executive Managing Director, Corporate Development and Strategy PB Petroleum Saudi Arabia

Jean Kim Vice President Sumitomo Mitsui Banking New York, NY

Michael Kim CIO Vatera Holdings New York, NY

Alice Korngold Chief Executive Officer Korngold Consulting New York, NY

Jared Landaw Chief Operating Officer, General Counsel Barington Capital Group New York, NY

Charlotte Laurent-Ottomane Executive Director Thirty Percent Coalition Boca Raton, FL

Don Levy Chairman Fortune Empire New York, NY

Paula Luff Director, Sustainability & Impact Inherent Group New York, NY

Peter Lupoff Principal Lupoff Friends and Family Interests New York, NY

Gianna McCarthy Director, Corporate Governance New York State Common Retirement Fund New York, NY

Mike McGown Project Development Ocelot Investments Miami, FL

Obie L. McKenzie Managing Director BlackRock New York, NY

Jeffrey Miller Senior Managing Director Fortune Empire New York, NY

Patrick Min Vice President WNW Capital New York, NY

Gloria Mirrione Sector Leader, Asset Management/Co-Leader Impact Investing Korn Ferry New York, NY

Patrick Moran Co-Founder/Chief Delivery Officer League of Allies Waltham, MA

Rolando Morillo Vice President, Sustainability and Impact Group Rockefeller Capital Management New York, NY

Karen Morris Board Member The Global Sourcing Council New York, NY

The Honorable Cameron Munter Chief Executive Officer The EastWest Institute and the Former United States Ambassador to Pakistan New York, NY

William M. Noe Managing Director Fortune Empire President AmeriStar Network Hurricane, UT

Albert Park CEO WNW Capital New York, NY

Linda Peterson CEO Executive Solutions for Healthcare Scottsdale, AZ

Laura Plato President and Chief Operating Officer Causecast Reno, NV

David Rondeau Managing Director AI Capital Management New York, NY ​

Imogen Rose-Smith Investment Fellow, Office of the President University of California New York, NY

W. Graeme Roustan Chairman and Chief Executive Officer Roustan Capital Ontario, CA

Christine Salerno Head, Corporate Social Responsibility Marsh & McLennan New York, NY

Matthew Salloway Partner GSI Ventures New York, NY

Michael Scanlon Managing Director, Marketing & Capital Introduction Silver Leaf Partners New York, NY

Kate Shattuck Principal Korn Ferry Arlington, VA

Robert Statica Chief Executive Officer and President, BL∆KFX New York, NY

Holland Sullivan Managing Director Register Financial New York, NY

Hope S. Taitz Chief Executive Officer ELY Capital New York, NY

Jack Takacs Director Fundamental Corporate Credit LLC New York, NY

Gabriel Torres Associate, Strategic Events UN Global Compact New York, NY

Steven Trabish Executive Managing Director Fortune Empire New York, NY

Megan Tucker Public Relations Director, Social and Environmental Impact Communicator RF|Binder New York, NY

Tanvir Ullah Strategic Assistant to Chairman Fortune Empire New York, NY

Jesse Uzzell CEO Climate Futures New York, NY

Marc Van Breda Executive Director LGT Capital Partners New York, NY

Joe Verrengia Director, Corporate Social Responsibility Arrow Electronics, Inc. Denver, CO

Stephen Viederman Advisory Board Strategic Philanthropy New York, NY

Christopher Walker Director, North America World Business Council for Sustainable Development New York, NY

Karen Wawrzaszek Chief Executive Officer Pomona Society Washington, D.C.

Martin Whittaker CEO Just Capital New York, NY

David Yeh Managing Partner Capitol Hill Former Senior Advisor The White House Washington, D.C.

Heather Zanoni Senior Associate, Sustainability Services KPMG LLP New York, NY

Linda Zhang CEO and Founder Purview Investments New York, N
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BOARD OF ADVISORS
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Robert Amberg Director, NBC News Sales International Before joining NBC News Sales International, Bob’s prior experience was as both a Publisher and Advertising Director at such noted publications as Reader’s Digest and National Geographic Magazine, as well as Associate Publisher at Progressive Grocer trade magazine, Bob has had a varied career which has connected him to various sales and marketing disciples. In this position as Director, NBC News Sales International, he is responsible for working closely with the Euronews and NBCU News US sales teams and the US based CNBC International sales rep to create a qualified target list of clients, plan a strategy and develop these clients to meet revenue goals by developing US based sales and operations processes for both linear and digital international businesses. He is member of the Financial Communications Society, on the Board of Directors at The International Advertising Association, and volunteers for many industry related causes throughout the greater New York market. Bob Amberg earned a bachelor’s degree from Mount Saint Mary’s College in Emmitsburg Maryland.
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Hank Boerner Hank Boerner is Chairman of Governance & Accountability Institute, based in NYC. He’s been a business journalist, corporate communicator, issue manager and crisis response coach for corporate leaders for three decades. He honed his trend analysis of issues over the course of managing 300-plus critical incidents affecting the private and public sectors. Hank believes Skytop Strategies offers a great service to executives, managers and professionals in creating a broad dialogue on critical issues of concern in the boardroom and C-suite. “Skytop is well beyond classroom presentation and the usual conference presentations in its unique ability to bring stakeholders together to explore topics and issues that affect the future of the corporate, public and investment sectors. The varied thematic meetings, conducted in various settings, build in stature and outcomes; as the dialogue ensues, one can easily see the excitement building. This formula is unique and very stimulating for participants.”
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Sylvia Burks Sylvia Burks is a corporate legal and business advisor, specializing in complex cross-border mergers and acquisitions, strategic alliances, venture capital and private equity financings involving companies in the technology, life sciences and other sectors from her office in Silicon Valley. She received her JD from University of Texas School of Law, studied law at the University of Bonn, Germany, and worked in the Competition Directorate of the Commission of the European Union. She has worked at international law firms both in Europe and the United states, serving as a partner for fifteen years at Pillsbury Winthrop Shaw Pitman LLP and Coudert Brothers LLP. She holds an M.B.A. from the University of California Anderson Graduate School of Management. Burks advises public and private participants in the global marketplace through Cross-Border Counsel. In her practice, Burks interfaces with C-Suite executives and Boards whose decision-making require the up to the minute knowledge of global markets and best practices. She is excited to work with Skytop, whose conference provide fora for executives to gather such knowledge and to hear diverse perspectives, drawn from fact-based research and the analysis of trusted thought leaders and industry experts.
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Jeffrey M. Chertoff Jeffrey M. Chertoff is currently a board director and an advisor to boards on financial and operational matters and M&A opportunities, in addition to mentoring startup businesses. Mr. Chertoff has served as a board director for several organizations and has been the CFO for a number of private and public companies.
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Louis Coppola Louis Coppola is EVP and a co-founder of Governance & Accountability Institute and serves on the board of directors for The Global Sourcing Council. Louis provides advice to corporate and investor clients on sustainability strategy, disclosure (reporting), investment and performance. Lou directs the Institute’s relationship with GRI including the activities around the Data Partner relationship, “Organizational Stakeholder” (OS) relationship, and several joint research publications. He also coordinates the Institute’s various public research projects such as “Sustainability – What Matters?” and studies of sustainability reporting external assurance practices in collaboration with GRI, Bloomberg, and the big four accounting firms. Louis serves as an adjunct professor at the Bard M.B.A in Sustainability NYC campus teaching courses on business pragmatics of sustainability, and is Co-Chair of the Social Investment Forum’s (SIF) – Sustainable Investment Research Analyst Network (SIRAN) Sustainable Education and Company Engagement (SECE) committee. Additionally, Louis is an active New York Society of Securities Analyst (NYSSA), Sustainable Investing Committee steering member.
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Ariel Evans Ariel Evans is an American Israeli cybersecurity expert, entrepreneur and business developer. She recently took the helm of the Israeli cyber risk management company InnoSec which provides enterprises, cyber insurers and M&A teams quantification of their cyber risk. Additionally, she consults for over 30 Israeli companies and is the go-to person in Israel that connects cyber startup companies to funding and business development opportunities. An entrepreneur while in the US, she raised over $200 million from private equity and venture capital firms and has two successful exits under her belt. Evans was also the Chief Information Security Officer for a major telco in the United States. She is recognized as a leader on Wall Street in Risk and Compliance having held positions at The McGraw-Hill Company, XL Capital, JPMorgan Chase, and Merrill Lynch as well as Lockheed Martin. Her insight into regulation, governance and business inter-connectivity technology allowed her to provide expert guidance to the Department of Homeland Security, The Payment Card Industry and other governing bodies that are accountable for reducing risk and understanding its implications with complex technologies.
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Paula Luff From 2007 through 2015, Luff was vice president of Corporate Social Responsibility for Hess Corporation where she established and led the global social responsibility function for the company. Prior to joining Hess, she was senior director of strategic health partnerships for Pfizer Inc where she set strategy and led the teams that developed flagship programs and policies in global health for the company and its foundation. She also represented Pfizer on social investment and global health issues with the media, public officials, bi-lateral and multi-lateral organizations and other external stakeholders. Luff was previously with CARE, the humanitarian organization fighting global poverty. She holds a bachelor’s degree from the University of Wisconsin and master’s degrees from New York University and the New School University. Luff is a Senior Associate with the Project on Prosperity and Development at the Center for Strategic and International Studies (CSIS), and is a member of the Aspen Institute’s Business and Society Leaders’ Forum. She serves on the Boards of Philanthropy New York, the Access to Nutrition Foundation and the James R. Jordan Foundation.
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Tom Manning Tom Manning is a corporate advisor, board director, and educator. Currently, he serves on the boards of Dun & Bradstreet (Lead Director), CommScope, and Clear Media Limited. He was based in Hong Kong for 17 years, where he served as the CEO of Cerberus Asia, Capgemini Asia, and EY Global Consulting Asia, and as a partner with Bain & Company. Formerly, he was an independent director of several of China’s largest listed companies, including the Bank of Communications, Gome Electrical Appliances, AsiaInfo-Linkage Holdings, and iSoftStone; earlier in his career, he was with McKinsey & Company. He speaks Mandarin and teaches corporate governance, private equity, U.S.-China relations, and innovation at the University of Chicago Law School. Manning is particularly enthusiastic about his collaboration with Skytop Strategies, which he describes as a “firm on a mission to connect thoughtful leaders with critical issues where leadership is keenly needed.” Manning notes that “Skytop has demonstrated an uncanny ability to identify insightful topics that demand attention, which is why Skytop conferences are attracting such diverse and influential participants.”
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Kevin O’Brien