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2017 Fall Education Event - Shareholder Activism: Creating Alpha Through Strategic Engagement

Tuesday, November 14, 2017 - 6:00pm to 9:00pm
Multnomah Athletic Club - 1849 SW Salmon St, Portland, OR 97205

Join the Portland Alternative Investment Association as we step behind the scenes of shareholder activism. Joined by three prominent activist investors, our conversation will tackle some of the following key questions:

  • What are the most effective pathways for influencing company management and boards on behalf of shareholders?
  • What levers are available for unlocking value and creating alpha throughout an activism campaign?
  • How relevant does this investment approach remain today and in the future?

Case Studies:

  • JANA Partners - Whole Foods
  • Engaged Capital - Medifast
  • P2 Capital Partners- Blount International


Panel Moderator:

Sam Kavehrad, CAIA - Senior Manager Research Analyst at RVK

Sam currently sources, evaluates, and selects hedge fund strategies on behalf of institutional clients at RVK (Formerly R.V. Kuhns & Associates). Founded in 1985, RVK provides national investment consulting services to institutions including pensions, endowments, and foundations. Between 2008-2014, Sam served as a Research Analyst evaluating equity-oriented, credit, and macro hedge fund strategies at multi-billion dollar investment firm Common Sense Investment Management. Sam graduated with a Bachelor of Science degree in Finance from Portland State University and is a CAIA Charterholder.


Scott Ostfeld - Partner and Co-Portfolio Manager, JANA Strategic Investments at JANA Partners

Prior to joining JANA Partners LLC in 2006, Mr. Ostfeld was with GSC Partners in their distressed debt private equity group focused on acquiring companies through the bankruptcy restructuring process and enhancing value as an active equity owner.  Prior to GSC Partners, Mr. Ostfeld was an investment banker at Credit Suisse First Boston where he worked on a variety of M&A and capital raising assignments.

Mr. Ostfeld received a J.D. from Columbia Law School (Harlan Fiske Stone Scholar) where he was a Senior Editor of Columbia Law Review, an M.B.A. from Columbia Business School (Graduated Beta Gamma Sigma 2002) and a B.A. from Columbia University (Graduated Magna Cum Laude/Phi Beta Kappa 1998).

Glenn W. Welling - Principal and Chief Investment Officer at Engaged Capital

Prior to Engaged Capital, Mr. Welling was a Principal and Managing Director at Relational Investors, a $6 billion activist equity fund. At Relational, Mr. Welling was responsible for managing the equity fund’s consumer, healthcare and utility group. He was involved in all aspects of Relational’s research process from the identification of investment ideas to the development and implementation of the engagement process with portfolio companies.

Prior to Relational Investors, Mr. Welling spent seven years as a Managing Director at Credit Suisse as the Head of the Investment Banking Department’s Advisory Business. Mr. Welling joined Credit Suisse when the Firm acquired HOLT Value Associates L.P. (“HOLT”) where he was a Partner and Managing Director. Prior to HOLT, he was the Managing Director of Valuad U.S., a financial software and training company. Prior to leading Valuad U.S., Mr. Welling worked at a number of leading strategy consulting firms including A.T. Kearney and Marakon Associates.

He also teaches executive education courses at the Wharton School of Business at the University of Pennsylvania, his alma mater, where he was a two year captain and four year letterman on the tennis team. He currently serves as Chairman of the Board of Directors for the university’s tennis program and as a member of the Wharton Executive Education Board.

Joshua D. Paulson - Partner at P2 Capital Partners

Prior to joining P2, Josh Paulson was a principal at Reservoir Capital Group, a New York based hybrid investment firm that manages approximately $3B of capital and invests in both public securities and private equity transactions. While at Reservoir Capital, Mr. Paulson played an active role in sourcing and executing investment opportunities in a variety of industries, including energy, power, and financial services, and worked closely with the firm’s portfolio companies, serving on the boards of multiple companies.

Prior to Reservoir Capital, Mr. Paulson was a management consultant at McKinsey & Co., where he worked with management teams on strategic and operational issues in the business services, pharmaceutical, industrial, and financial services sectors.

Mr. Paulson received an MBA with high distinction from Harvard Business School where he was name a George F. Baker Scholar. Mr. Paulson is also a graduate of the McIntire School of Commerce at the University of Virginia, where he earned a BS with highest honors, was awarded the school’s Beta Gamma Sigma scholarship and currently serves as chairman of the School’s advisory board.

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