Speakers / Authors:
Okapi Partners LLC
Bruce H. Goldfarb is a founder of Okapi Partners and serves as president and chief executive officer. He works extensively with corporate and mutual fund clients, as well as third-party investor and shareholder groups, including private equity sponsors, hedge funds and arbitrage firms, in solicitation campaigns. He focuses on proxy solicitation strategy and execution for mergers and acquisitions, proxy fights and other extraordinary transactions.
Mr. Goldfarb earned a B.A. in art history from the University of Pennsylvania concurrently with a B.S. Econ., concentration in finance, from its Wharton School. He also earned a J.D. from the Columbia University School of Law.
James J. Hanks, Jr.
James. J. Hanks, Jr. is a partner in Venable LLP, in Baltimore MD. In private practice, he represents publicly and privately-held corporations in a wide variety of general corporate law and governance matters, securities offerings and other capital markets transactions. Mr. Hanks has advised buyers or sellers in more than 250 mergers or acquisitions, including many valued at more than one billion dollars.
In recent years he has served as Maryland corporate counsel to Capital Automotive, Arden Realty, Town and Country Trust, Bedford Properties, MeriStar Hospitality, Prentiss Properties, Pan Pacific, Reckson and, most recently, Equity Office Properties, Innkeepers USA Trust and Eagle Hospitality in their mergers, as well as to General Growth Properties, 3M, Huntington Bancshares and Stanley Works in acquisitions by them. He has also represented parties in cross-border mergers and acquisitions, joint ventures and other transactions. In addition, Mr. Hanks advises open- and closed-end investment companies and their directors on matters of Maryland law.
Mr. Hanks is Adjunct Professor of Law at Cornell and Northwestern Law Schools, where he has taught courses in securities regulation, mergers and acquisitions and corporate governance. He has also taught classes in corporation law at various law schools in the United States and the Republic of South Africa and at the Institute of Law in Beijing. During the Fall, 2003 he was Commerzbank Visiting Professor of Law at Bucerius Law School, in Hamburg, Germany, and taught there again in Fall 2005 and 2007 and Spring 2008, 2009 and 2010.
Mr. Hanks was a member of the Committee on Corporate Laws of the Section of Business Law of the American Bar Association from 1984 to 1990 and from 1996 to 2002. He was a liaison to the Committee from 2002 through 2009. For many years he has been actively involved in the revision of the Model Business Corporation Act, the Maryland General Corporation Law and the Maryland REIT Law, as well as being a drafter of the Corporate Director's Guidebook (3d, 4th and 5th eds.) and the Fund Director's Guidebook (all editions) and is Co-Editor of the Handbook for the Conduct of Shareholders' Meetings.
Mr. Hanks obtain his A.B. from Princeton University in 1964, his LL.B. from the University of Maryland Law School in 1967 and his LL.M. from Harvard Law School in 1969. While at the University of Maryland he was the editor of the Maryland Law Review. He served as a law clerk for the Honorable Charles Fahy on the U.S. Court of Appeals for the D.C. circuit during 1967-1968.
David A. Katz
Wachtell, Lipton, Rosen & Katz LLP
David A. Katz is a partner in the law firm of Wachtell, Lipton, Rosen & Katz LLP in New York City, where he is a corporate attorney focusing on the areas of mergers and acquisitions and complex securities transactions. Mr. Katz has been involved in many major domestic and international corporate merger, acquisition and buyout transactions, strategic defense assignments and proxy contests, and has been involved in a number of complex public and private offerings and corporate restructurings. He also counsels boards of directors and board committees on corporate governance matters and crisis management.
Mr. Katz is an Adjunct Professor at New York University School of Law, a Senior Professional Fellow at New York University Center for Law and Business, and an Adjunct Professor at Vanderbilt University School of Law. Previously he was an Adjunct Professor of Management at the Owen Graduate School of Management at Vanderbilt University. He has taught Mergers and Acquisitions at New York University School of Law for over 15 years and co-teaches a joint law and business short course on mergers and acquisitions at Vanderbilt University School of Law. He also writes a bi-monthly column for the New York Law Journal on Corporate Governance.
Mr. Katz is a member of the American Bar Association, Section on Business Law, where he is Co-Chair of the Committee on Mergers and Acquisitions Task Force on the Dictionary of M&A Terms. He is a member of the Committee on Mergers and Acquisitions Subcommittee for Acquisitions of Public Companies, and a member of the Federal Securities Laws Committee.
In 2004, Mr. Katz was chosen by The American Lawyer as one of the 45 highest performing members of the private bar under the age of 45. In 2005 and 2012, he was selected by The American Lawyer as a Dealmaker of the Year. In 2007 and 2009, he was named by Directorship as one of the 100 most influential players in corporate governance, and in 2009, 2010, 2011 and 2012, he was named Who's Who Legal's Mergers and Acquisitions Lawyer of the Year. He is also a member of the Board of Directors of The Partnership at Drugfree.org.
Mr. Katz is a member of the New York State Bar Association, the Association of the Bar of the City of New York, the Society of Corporate Secretaries and Governance Professionals and the National Association of Corporate Directors.
Mr. Katz graduated magna cum laude with a B.A. from Brandeis University in 1985 and cum laude with a J.D. from the New York University School of Law in 1988.
Gibson, Dunn and Crutcher, LLP
John F. Olson is a founding partner of Gibson, Dunn & Crutcher’s Washington, D.C. office. Mr. Olson has extensive experience in general representation of business organizations as to corporate governance, corporate securities, corporate finance, and merger and acquisition matters.
A frequent lecturer at legal and business seminars, Mr. Olson co-chairs various seminars on an annual basis. He is on the planning committee for the San Diego Securities Regulation Institute and the advisory committee for the Practising Law Institute’s Annual Securities Regulation Institute. He is the author of more than 100 articles and a member of the editorial advisory boards for a variety of securities and corporate law publications. Mr. Olson is the co-author of Director and Officer Liability: Indemnification and Insurance, published by West Publishing (revised 2002) and has edited several other books on securities law issues.
Mr. Olson recieved his LL.B. from Harvard University in 1964 and his B.A. from the University of California, Berkeley in 1961.
Shearman & Sterling LLP
Harald Selzner is a partner in the Corporate/M&A Group of Shearman & Sterling LLP. He is the co-head of the global Mergers & Acquisitions practice group, and an elected member of the firm’s Policy Committee. He has served as the European Managing Partner, a member of the Senior Leadership Team and was the Co-Managing Partner of the German offices of Shearman & Sterling LLP. He has extensive experience in domestic and cross-border M&A transactions, corporate restructurings, public takeovers and private equity transactions.
Mr. Selzner has advised multinational clients, including Allianz, ACP, Axel Springer, Daimler, Droege, E.ON, General Atlantic, Gerling, Heckler & Koch, Investcorp, IPIC, IVG Immobilien, Jil Sander, Novartis, RAG Stiftung, REPower and Sateri, in significant transactions.
In 2009/2010 Mr. Selzner was a member of the Adam Opel Task Force instituted by the German Federal Government and chaired by Secretary of State Jochen Homann (BMWi). He has been recognized and recommended as one of the leading lawyers for mergers and acquisitions in Germany by JUVE, WiWo, Chambers, Legal 500 and Who’s Who Legal.
Mr. Selzner is a member of the German Bar Association (Deutscher Anwalt Verein.) He also holds memberships in DAJV; the German-American Law Association (Deutsch-Amerikanische Juristen-Vereinigung e.V ,) and the VGR; Association for Corporate Law (Gesellschaftsrechtliche Vereinigung.)
Mr. Selzner has authored and co-authored several publications, including, "Munich Lawyer’s Handbook GmbH Law," (2nd edition, 2009,) and "Notary Handbook on Corporate Transactions," (2011).
Mr. Selzner received his DJUR From the University of Bonn in 1994.