Managing Shareholder Activism:

Lessons Learned from Spotlight Advisors,

Xperi, El Pollo Loco and Box


Joint Meeting with NIRI LA and Society for Corporate Governance

Monday, March 24, 2025

Register by Monday, March 17th

With companies of all sizes facing increasing pressure from activists, corporate governance and investor relations professionals need actionable, real-world advice to confidently engage, respond, and communicate when activism arises.

 

Join Greg Taxin of Spotlight Advisors, a leading expert with extensive experience navigating over 150 activist shareholder campaigns, proxy fights, unsolicited bids, and contested M&A, as he moderates an insightful discussion featuring key roles involved in the activist process—CEO, General Counsel, and IRO. The panel will include executives from Xperi, El Pollo Loco, and Box, who will share their firsthand experiences and strategies for successfully navigating activist campaigns.

Please join us at The Capital Grille in Downtown LA for this informative event and networking opportunity.


When

Monday, March 24, 2025

11:30 a.m. – 11:55 a.m. – Check-in and Networking

12:00 p.m. – 1:30 p.m. – Lunch and Discussion

 

Where

Capital Grille, 700 W 9th Street, Los Angeles, CA 90015


Parking

Self-Parking Across the Street


Attire

Business Casual


Fees

NIRI LA Members – now included with your membership

Society for Corporate Governance and other NIRI Chapter Members: $35

Guests: $65

 

Registration

Register by Monday, March 17th

Pre-registration is required. No walk-ins will be allowed.

REGISTER HERE

MEET OUR SPEAKERS

Moderator Greg Taxin

Managing Member, Spotlight Advisors


Greg has over 20 years of experience in activist investing, having advised companies, led activist campaigns at 40+ firms, guided funds through proxy fights, and served as CEO of Glass Lewis, a leading proxy advisory firm. Before founding Spotlight Advisors, Greg was President of the Clinton Group, a hedge fund engaging in activist investing, where he led multiple proxy fights and settlements. As CEO of Glass Lewis, he expanded its coverage to 13,000+ companies across 65 countries, serving 350 institutional investors managing over $13 trillion. Earlier, Greg was an investment banker at Goldman Sachs, Epoch Partners, and Banc of America Securities, advising tech and telecom firms. He began his career as an attorney at Wachtell, Lipton, Rosen & Katz.

Panelist Anne Jollay

Chief Legal and People Officer, El Pollo Loco


Prior to joining California Pizza Kitchen in February 2011, Ms. Jollay practiced employment litigation as outside counsel at various law firms, including Gibson, Dunn & Crutcher and McGuireWoods LLP. She holds a juris doctorate from UCLA School of Law and a bachelor’s degree from the University of Virginia.

Panelist Jon E. Kirchner

CEO and Director, Xperi, Inc.


Jon E. Kirchner has served as CEO and director at Xperi Inc. since its spin-off from its Former Parent in October 2022. Prior to that, Mr. Kirchner served as CEO and director at Xperi Holding Corporation beginning in June 2020. Previously he was CEO of Xperi Corporation beginning in June 2017. Prior to that Mr. Kirchner was President of Xperi Corporation following the completion of the acquisition of DTS, Inc. in December 2016. At DTS he was appointed Chairman of the Board of Directors in 2010, served on the board of directors beginning in 2002, and served as the company's Chief Executive Officer beginning 2001.

Panelist Cynthia Hiponia

VP Investor Relations, Box, Inc.


Cynthia is an award-winning IPO and investor relations professional with over 20 years of Wall Street and capital markets experience, Cynthia has successfully created and managed dozens of public IR programs and led companies through various stages of growth, executive changes and transformational events. Her strong background in crisis communications, shareholder activism, and mergers and acquisition has enabled deep engagement with Board of Directors, C-Suite and key external constituents.


UPCOMING EVENTS FOR IRO's ONLY:

Friday, February 28th – NIRI In Your Neighborhood (NIYN)

12:00 – 1:30 pm

Santa Monica


The Cloverfield

3300 Airport Ave.

Santa Monica, CA 90405

(424) 500-2075


Please RSVP by February 24th

RSVP to: Geri Weinfeld    

Geri.weinfeld@gmail.com


Conejo Valley


Paul Martin’s American Grill

100 South Westlake Blvd.

Westlake Village, CA 91362

(805) 373-9300


Please RSVP by February 24th

RSVP to: Anne McGuinness

amcguinness@addo.com