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
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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.
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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.
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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.
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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.
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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.
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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.
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UPCOMING EVENTS FOR IRO's ONLY:
Friday, February 28th – NIRI In Your Neighborhood (NIYN)
12:00 – 1:30 pm
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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
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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
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