Upcoming Event 

 ValueAct Event Information

Microsoft, Rolls-Royce, Morgan Stanley, KKR

ValueAct has been there, engaging in its own form of constructive activism: taking stakes, building relationships, and serving on boards while driving earning skyward. Leading a new trend in 2018, they established the ValueAct Spring Fund, intended to focus public companies on Environmental, Sustainability, and Governance initiatives, and invested in energy producer AES, with a goal of increasing its production of clean energy. David A. Katz, of Wachtell, Lipton, Rosen & Katz, will discuss these corporate interventions with ValueAct partner Allison Bennington, to give us a rare view behind the scenes with a leading–and very successful–activist investor.

For more information email:

We are not able to give refunds

$225 Full Registration*

$175 Early Resgistration*

$10 Current SDSU students* (lecture only)

*$50 additional discount for SDSU Alumni
and members of CFA, CDF, and Society for Corporate
*Early registration paid on or before March 15.

Past Events

David A. Katz Summer Lecture in Investor Activism

Thursday, July 20, 2017

Reception: 3:00–4:30 P.M.

Lecture: 4:30–6:30 P.M.

Conrad Prebys Aztec Student Union

For more information contact us at: Corporate.Governance@sdsu.edu

$125 Full registration*

$95 Early registration by June 20

$20 Current SDSU students or 2017 graduates (lecture only; includes parking)

*$20 additional discount for SDSU Alumni and members of CFA, CDF, and Corporate Secretaries.

Allergan, Chesapeake, Hertz, Chipotle–All companies under fire that sought out the expert counsel of respected New York attorney David A. Katz, of Wachtell, Lipton, Rosen & Katz. Mr. Katz will discuss the current Wall Street perspective on the nexus of companies reaching out to engage shareholders as activist shareholders continue to reach in to improve the performance and corporate governance of their targeted companies.

An application requesting MCLE credit for this activity is pending for approval by the State Bar of California

We are not able to give refunds on CGI registration fees


CGI Group Photo

STANDING (left to right)

  • Paul Dunn, Ph.D. Associate Professor of Accounting. Brock University, Ontario, Canada
  • Hans von Oosterhout, Ph.D. Professor of Corporate Governance and Responsibility Erasmus University, The Netherlands
  • Lori Verstegen Ryan, Ph.D. Director, Corporate Governance Intitute
  • Ravi Dharwadkar, Ph.D. Professor of Management Syracuse University
  • Ann Buchholtz, Ph.D. Professor of Leadership and Ethics - Research Director, Institute for Ethical Leadership Rutgers University
  • Richard Priem, Ph.D. Luther Henderson Chair in Strategic Management and Leadership Texas Christian University
  • Steve Brammer, Ph.D. Professor of Strategy - Associate Dean for Research Warwick Business School, England
  • Maria Goranova, Ph.D. Assistant Professor of Organizations and Strategic Management University of Wisconsin, Madison

SEATED (left to right)

  • Marguerite Schneider, Ph.D. Associate Professor of Management New Jersey Institute of Technology
  • Christine Shropshire, Ph.D. Assistant Professor of Management University of Georgia
  • Daryl Koehn, Ph.D. Professor of Ethics and Business Law University of St. Thomas, Minneapolis

Giles Bateman, Susan Salka, and Glenn Welling

Left to Right

  • Giles Bateman, Independent Director WD-40, BevMo, LifeFitness
  • Susan Salka, CEO AMN Healthcare Services, Inc.
  • Glenn Welling, Principal Relational Investors
Corporate Governance Symposium Draws Scholars from Across the USA and Canada. Read More.

Conference Materials