
Why attend
The Computershare Industry Conference offers a unique opportunity to gain live insights into industry trends, disruptive technologies, evolving regulations, and capital markets. Attendees will benefit from direct access to thought leaders and the chance to forge valuable connections. Registration is complimentary for Computershare guests; you simply arrange your airfare and hotel, and we will take care of the rest.
Agenda
Registration & breakfast
Welcome: Ownership in a changing capital markets landscape
Macro outlook: Interest rates, IPO markets, private capital and the next five years
Leading experts will examine the economic and market forces shaping the next five years, exploring the outlook for interest rates, IPO activity, private capital and the strategies companies can use to navigate an evolving capital markets landscape.
Moderator:
Jane Wells, Former CNBC Special Correspondent
Speakers:
Edwin O'Connor, Partner, Co-Chair, Capital Markets, Goodwin
Eric Criscuolo, Market Strategist, New York Stock Exchange
Regulatory update: Regulator priorities, shareholder rights, proxy developments and emerging rules
This session will discuss the evolving regulatory landscape in the US and Canada, and the implications for companies, boards and governance professionals. Panelists will examine current rulemaking and enforcement priorities, recent developments affecting shareholder rights and proxy practices, and emerging rules that may reshape issuer obligations in both countries.
Speakers:
Beth Sasfai, Partner, Co-Head, Corporate Governance & Securities Regulation, Cooley LLP
Bindu Cudjoe, SVP, General Counsel, Canadian Banking, TD Bank Group
Ted Yu, Associate Director, Specialized Policy and Disclosure Division of Corporation Finance, U.S. Securities and Exchange Commission
Break
The future of ownership: How tokenization could transform capital markets
Tokenization is moving from experimentation to execution, reshaping how assets are issued, owned, traded, and settled. Join leaders from major stock exchanges, market infrastructure providers, and industry innovators for an educational discussion on the different tokenization models emerging across the capital markets landscape, from issuer-sponsored and exchange-led initiatives to private market applications.
Moderator:
Ann Bowering
Speakers:
Brett Redfearn, President, Securitize
Paul Conn, President, Global Capital Markets, Computershare
Mohamed Zohiri, Legal Counsel and FinTech Adviser, Canadian Securities Administrators
Dennis Lee, Head of Digital Issuance, NYSE
Matt Saverese, Global Head of Strategy, Nasdaq
Lunch
Making the most of this governance moment
Companies are facing an era of greater regulatory flexibility, market uncertainty, and heightened board responsibility. So how should boards and governance professionals respond? What does this era mean for board composition, culture, information, decision-making, and communication with investors and other stakeholders?
Moderator:
Paul Washington, President and CEO, Society for Corporate Governance
Own your career: Enterprise leadership
Professional development series
Speaker:
Michael Eichenwald, Senior Client Partner, Korn Ferry
Navigating the new shareholder activism landscape
Shareholder activism continues to evolve, with increasingly sophisticated campaigns, changing investor expectations, and new tactics creating a more complex environment for public companies. Against this backdrop, preparedness increasingly requires more than a traditional defense playbook; it requires a clear understanding of a company’s shareholder base, potential vulnerabilities, investor sentiment, and the governance and strategic issues that could attract scrutiny.
This session will explore how companies can identify and assess vulnerabilities before they become pressure points, recognize changes in ownership and potential activist accumulation, including through derivatives, and strengthen engagement with key shareholders. Panelists will also discuss how legal, governance, investor relations and executive teams can work together to prepare for activism, respond effectively when it emerges, and maintain credibility with investors throughout a campaign.
Moderator:
William P. Fiske, Head of M&A and Contested Situations, Georgeson Advisory
Speakers:
Duncan Herrington, Managing Director, J.P. Morgan
Dan Scorpio, Senior Managing Director, M&A and Activism, FTI Consulting
Leonard Wood, Chair, Shareholder Activism and Takeover Defense, Goodwin
Break
Own your career: AI-ready leadership
Professional development series
Speaker:
Michael Eichenwald, Senior Client Partner, Korn Ferry
Cybersecurity, fraud and identity: Protecting ownership in the digital era
Explore the evolving cybersecurity, fraud and identity challenges facing organizations today, and the strategies being used to protect ownership, strengthen trust and mitigate risk in an increasingly digital world.
Speakers:
Fabio Racine, Chief Tech Security Officer, Computershare
Paul Roden, Global Head of Financial Crime, Computershare
Rachel Cartwright, Assistant Special Agent in charge of White Collar branch in NYC, FBI
Day 1 closing remarks and networking drinks
Walking tour en route to evening reception
Gather at 5:00 PM, tour begins at 5:15 PM
Dinner reception: Le Rock
Cocktails from 6:00 – 6:30 PM; Dinner and entertainment from 6:30 – 9:00 PM
Breakfast
Keynote address: Navigating the next era ownership
Artificial intelligence is accelerating one of the most significant transformations in modern business, reshaping how organizations operate, how decisions are made, and how value is created. At the same time, leaders must navigate rising geopolitical instability, economic volatility, workforce shifts and growing stakeholder expectations in a future that feels increasingly uncertain.
Drawing on his experience helping global organizations anticipate and adapt to disruption, Jonathan Brill will explore how AI is redefining the structure of the modern enterprise and why traditional operating models may struggle to keep pace. Through a practical, evidence-based lens, he will examine the convergence of technological, demographic, economic and geopolitical forces and the implications for leadership teams, boards and governance professionals responsible for long-term resilience and value creation.
Attendees will gain insights into how organizations can adapt to an AI-enabled future, build resilience amid uncertainty, and prepare for the business transformations that will reshape ownership, governance and competitive advantage in the decade ahead. As the pace of change accelerates, Jonathan will challenge conventional assumptions about how organizations are built, how leaders make decisions, and what it will take to thrive in an increasingly unpredictable world.
Speaker:
Jonathan Brill, AI and business transformation architect
AI in action: From today’s applications to tomorrow’s possibilities
Explore how Computershare is putting AI to work across issuer services, with a practical look at emerging service and support applications such as AI chatbots, voice bots, and related digital tools. The discussion will connect current use cases to Computershare’s broader approach to responsible AI adoption and its potential to improve efficiency, client experience, and shareholder servicing.
Speakers:
Scott Liddell, Global Head of Channel Engineering, Computershare
Jason Stout, Global Head of Operations, Computershare
Break
Innovation at Computershare: Building the future of ownership
A dive into how Computershare is advancing innovation and digitizing shareholder and issuer experiences at scale, highlighting recent launches and key metrics from innovation efforts to date. The panel will feature new digital experiences and data solutions, including digital payments, transfers, corporate actions dashboards, shareholder intelligence and more – connecting today’s progress to the solutions shaping the future of ownership.
M&A in 2026: Managing risk, driving value, and executing with confidence
Mergers and acquisitions remain a powerful lever for growth and transformation, but in today's environment, success depends on more than strategic intent and valuation. This panel explores how M&A execution is changing as transactions become faster, more complex, more data-driven, and more dependent on coordinated execution across advisors, issuers, shareholders, intermediaries, and market infrastructure providers. Join leaders from banking, legal, and corporate strategy as they discuss changing deal dynamics, regulatory and execution risks, the growing role of AI and data, and what it takes to deliver successful outcomes.
Speakers:
Dario de Martino, Partner | Co-Head, US Corporate Technology M&A, White & Case LLP
Laura Bleier, Associate, Covington & Burling LLP
Lyna Sun, Managing Director, Alvarez & Marsal
Marc Daniels, Co-Head of Americas M&A, BofA Securities
Lunch
Own your career: Career management
Professional development series
Speaker:
Michael Eichenwald, Senior Client Partner, Korn Ferry
Unclaimed property: Maintaining ownership in a rapidly changing market
In this session, we will explore the intersection of technology, shareholder ownership, and unclaimed property. The panel will provide insights into emerging trends and New York’s approach to managing the challenges associated with shareholder property.
Speaker:
Kelly Kuracina, Director, Office of Unclaimed Funds from New York
Cindy Nisley, President, Georgeson Securities Corporation
Pamela Wentz, National Practice Lead Unclaimed Property Consulting, Georgeson
The next decade of ownership: Fireside chat
Join industry leaders for a forward-looking conversation on the trends, innovations and market forces that are shaping the future of ownership and capital markets.
Key takeaways and closing thoughts

Lotte New York Palace
The majestic Lotte New York Palace is situated on Madison Avenue, within steps of prestigious business and shopping areas, and just a short walk from Central Park and Broadway's Theater District.
If you need assistance with reservations, please contact us.

A transformative keynote address with Jonathan Brill
As the #1 Ranked Futurist in the World by Forbes, Emeritus Futurist in Residence at Amazon and the world’s leading transformation architect according to Harvard Business Review, Jonathan Brill helps audiences and executives take advantage of the collision of AI, geopolitical, economic and societal trends, to transform their business, mindsets, and turn ideas into action.
AI is changing how organizations think, operate and compete. Brill will introduce practical, science-based frameworks for identifying the signals of change, making better decisions amid complexity and taking action today.

Welcome reception
Join us on October 6, the evening before the conference begins, for a welcome reception at the Lotte New York Palace Hotel. The event will take place from 5 pm to 7 pm in the Villard Mansion’s drawing room with its rich, wood-paneled walls and the original library lined with literary works, an inspiring setting to kick off the conference.

Evening reception: Le Rock
Located in the landmark Rockefeller Center, Le Rock reimagines the historic Art Deco design for an updated take on a grand brasserie. James Beard Award-winning chefs Lee Hanson and Riad Nasr focus on traditional French cuisine presented in an elegant ambiance with impeccable service for a truly refined dining experience.
Speakers

Ann Bowering
CEO, Issuer Services North America, Computershare

Paul Conn
President, Global Capital Markets, Computershare

Eric Criscuolo
Market Strategist, New York Stock Exchange

Bindu Cudjoe
SVP, General Counsel, Canadian Banking, TD Bank Group

Marc Daniels
Co-Head of Americas M&A, BofA Securities

Dario de Martino
Partner | Co-Head, US Corporate Technology M&A, White & Case LLP

William P. Fiske
Head of M&A and Contested Situations, Georgeson Advisory, North America

Stephanie Harmon
VP, Corporate Actions, Computershare

Duncan Herrington
Managing Director, J.P. Morgan

Mark Kopelman
EVP, Commercial Director, Issuer Services, Computershare

Kelly Kuracina
Director, Office of Unclaimed Funds, New York State Comptroller's Office

Dennis Lee
Head of Digital Issuance, NYSE

Scott Liddell
Global Head of Engineering, Computershare Issuer Services

Marco Morsella
Head of Issuer Product, Computershare

Cindy Nisley
President, Georgeson Securities Corporation and Unclaimed Property Services

Edwin O'Connor
Partner, Co-Chair, Capital Markets. Goodwin

Fabio Racine
Global Head of Security Operations, Computershare

Brett Redfearn
President, Securitize

Paul Roden
Global Head of Financial Crime, Computershare

Beth Sasfai
Partner, Co-Head, Corporate Governance & Securities Regulation, Cooley LLP

Dan Scorpio
Senior Managing Director, M&A and Activism, FTI Consulting

Jason Stout
Global Head of Customer Operations, Computershare

Lyna Sun
Managing Director, Corporate Transactions Group, Alvarez & Marsal

Paul Washington
President and CEO, Society for Corporate Governance

Jane Wells
Former CNBC Special Correspondent

Pamela Wentz
National Practice Leader, Unclaimed Property Consulting, Georgeson

Leonard Wood
Chair, Shareholder Activism and Takeover Defense, Goodwin

Ted Yu
Associate Director, Specialized Policy and Disclosure Division of Corporation Finance, U.S. Securities and Exchange Commission

Mohamed Zohiri
Legal Counsel and FinTech Adviser, Alberta Securities Commission

Ann Bowering
CEO, Issuer Services North America, Computershare
As CEO of Issuer Services North America, Ann Bowering is responsible for the leadership, growth and day to day management of the Issuer Services business.
Before joining Computershare in 2019, Ann was the Managing Director and CEO of NSX Limited. While there, Ann led the execution of an essential, and very significant restructure of the operations, people and culture, and strategy of the company.
Ann has over 20 years’ experience in financial markets. Her expertise in the development and operation of licenced and regulated financial markets stems from her time as a director and CFO of the derivatives exchange Financial & Energy Exchange Limited. She also held senior positions at Lucsan Capital and KPMG, where her roles covered the specialisations of Capital Markets Advisory, Risk Management, and Assurance.

Paul Conn
President, Global Capital Markets, Computershare
Paul has four decades of experience working in the global securities industry. Having held senior roles at the Australian Stock Exchange and the London Stock Exchange, Mr. Conn joined Computershare in Sydney in 1998. He was appointed President of Computershare’s Global Capital Markets group in 2006 and currently leads a global expert group responsible for cross-border listing, trading and settlement structures; strategic and commercial analysis and advocacy for market reform and modernization programs; and promoting new strategic business ideas and commercial opportunities

Eric Criscuolo
Market Strategist, New York Stock Exchange
Eric Criscuolo is a Market Strategist at the New York Stock Exchange. In his role on the NYSE's Market Access Center (MAC) desk, he publishes daily market commentary and provides analysis into trading and market conditions for executive and IR teams across the NYSE's listed company community. Before joining the MAC Desk he was the Regional Lead covering the Northeast (U.S.) territory for the NYSE Listings team. He previously served as Industry Lead for the Financial, Healthcare and Technology industries. Prior to joining the NYSE, Eric was an Equity Research analyst at Mizuho, Stifel and Thomas Weisel Partners where he developed investment recommendations, generated financial and valuation models and wrote both company and industry-specific analysis. Prior to his time in equity research Eric held roles in pharmaceutical sales and biotechnology research. Eric received his BS in Biology from Bucknell University.

Bindu Cudjoe
SVP, General Counsel, Canadian Banking, TD Bank Group
A seasoned executive, Bindu is TD Bank's SVP, General Counsel, Canadian Banking. She has served in executive roles at Laurentian Bank of Canada, Canadian Western Bank and Bank of Montreal and led organizational strategy for legal, regulatory compliance, privacy, financial crimes and ethics risk management and equity, diversity, inclusion and accessibility. Bindu has been a financial services partner at McMillan LLP and began her career at Borden Ladner Gervais LLP. Immediately prior to joining TD Bank, Bindu ran a consultancy where she provided governance and risk management advice.

Marc Daniels
Co-Head of Americas M&A, BofA Securities
Marc Daniels is Co-Head of Americas M&A at BofA Securities. Based in New York, he advises public and private companies on complex strategic transactions, including mergers, acquisitions, divestitures, and other transformative corporate initiatives.
Marc joined Merrill Lynch in 2008. Previously, he was a management consultant with A.T. Kearney where he advised clients on a range of strategic and operational matters
Marc holds an MBA from the Kellogg School of Management at Northwestern University, as well as a BComm (Honours) and a BA from Queen’s University. He is a CFA charterholder.

Dario de Martino
Partner | Co-Head, US Corporate Technology M&A, White & Case LLP
Dario de Martino is a partner and Co-Head of the US Corporate Technology M&A Group in White & Case's Global Mergers & Acquisitions Practice. Dario advises Fortune 500, international and growth companies on domestic and cross-border public and private mergers and acquisitions, carve-outs, joint ventures and transactions, corporate governance matters. He frequently counsels clients on matters involving AI, cryptocurrency and digital assets, blockchain-enabled technologies, and innovative technology-driven business models. He has experience advising European and Japanese corporates on US-centric M&A transactions and is a frequent speaker and writer on M&A topics, with a particular focus on emerging and innovative technologies.

William P. Fiske
Head of M&A and Contested Situations, Georgeson Advisory, North America

Stephanie Harmon
VP, Corporate Actions, Computershare
Stephanie Harmon is a proven leader in Computershare’s Corporate Actions department, where she drives the successful execution of complex corporate action events for global clients. As Team Lead, she partners with internal teams and external stakeholders to deliver innovative, strategic solutions that ensure operational excellence and an exceptional client experience.
Since joining Computershare in 2007, Stephanie has managed more than 500 transactions for over 260 clients, including some of the world’s most recognized companies. Her expertise spans mergers, acquisitions, tender offers, and voluntary events, making her a trusted advisor for organizations navigating high-stakes corporate transactions.
Stephanie’s career reflects a deep commitment to process improvement, cross-functional collaboration, and client success. Prior to her leadership role, she built a strong foundation in tax reporting at Investors Bank & Trust and EquiServe (now part of Computershare). Today, she continues to lead initiatives that streamline operations and deliver measurable results for clients worldwide.

Duncan Herrington
Managing Director, J.P. Morgan
With over 20 years advisory experience as a banker and lawyer, Duncan Herrington has extensive expertise providing financial advice to clients regarding activism preparation and response, proxy fights, hostile and contested M&A, shareholder engagement, corporate governance and related matters. He has advised clients on high-profile situations in all sectors and across the globe. Prior to banking, Duncan was a corporate lawyer at Paul Weiss.
Duncan has a JD from Harvard Law School, an MBA from London Business School and a BA in business administration and economics from Rhodes College. He is a CFA charterholder and an active member of the California Bar.

Mark Kopelman
EVP, Commercial Director, Issuer Services, Computershare
Mark Kopelman is leading the front office growth initiatives for Computershare's North American Issuer Services business. In his prior role, he led Computershare's Private Markets business with a focus on providing essential equity, employee and governance services to private companies. Mark joined Computershare from Group Five, where he built on its heritage in providing clients insight via independent market research. Prior to joining Group Five, Mark led Broadridge's entry into the registry market where he held several senior positions.
Mark also spent 18 years at RR Donnelley where he held leadership positions in Marketing, Strategy, Sales, Solution Development, Strategic Pricing and Operations, most recently in its Donnelley Financial business. Mark earned his MBA from Columbia University.

Kelly Kuracina
Director, Office of Unclaimed Funds, New York State Comptroller's Office
Kelly Kuracina serves as the Director for the New York State Comptroller’s Office of Unclaimed Funds. With over 35 years of experience, Kelly administers one of the largest state unclaimed funds programs in the nation. She leads 180 managers, auditors, business analysts, examiners, and support staff in the collection and disbursement of more than $1.5 billion in unclaimed funds annually.
During her career, Kelly has successfully implemented multiple large-scale processing systems and solutions; she led the development of New York’s Online Claiming System which received the “Best of New York” award by the Center for Digital Government; and most recently launched the Expedited Payment Program, a proactive outreach effort that contributes to returning more than $2 million to rightful owners every day. She received the “Lifetime Achievement” award from the National Association of Unclaimed Property Administrators and the “State Representative of the Year” and “Team Player/State MVP” awards from the Unclaimed Property Professionals Organization.
Kelly collaborates with stakeholders worldwide to mold public policy concerning unclaimed funds and consumer protection issues. Through these efforts, Kelly endeavors to protect New Yorker’s money and broaden global awareness about unclaimed funds.

Dennis Lee
Head of Digital Issuance, NYSE
Dennis Lee is Head of Digital Issuance at NYSE where he leads the development of issuer-sponsored tokenized securities, working with corporates, asset managers, and ecosystem partners to build the infrastructure for onchain securities issuance.
Previously, he was Managing Director, Global Head of Index Governance at S&P Dow Jones Indices where he oversaw the S&P Index Committees and Governance Operations. Before S&P, Dennis held various senior leadership roles in equities sales & trading, risk management, governance, strategy, and transformation at MUFG Americas, Bank of America, BNP Paribas, Citi, and Boston Consulting Group.
Dennis holds an MBA from MIT Sloan School of Management and an AB in Economics from Harvard College.

Scott Liddell
Global Head of Engineering, Computershare Issuer Services
Scott leads Computershare’s Issuer Services engineering teams globally, and is at the forefront of Computershare’s digital innovation and adoption of AI tools and techniques. Scott is a technology leader with over 35 years’ experience across a variety of industries, focused on strategy, technical delivery and leadership. For the last ten years, Scott has worked within the financial services sector, holding a number of senior positions leading large scale digital technology teams. Previously, he also spent twelve years working in UK Media.

Marco Morsella
Head of Issuer Product, Computershare

Cindy Nisley
President, Georgeson Securities Corporation and Unclaimed Property Services
Cynthia Nisley is President for Georgeson Securities Corporation (GSC), a Computershare company, and the introducing broker dealer supporting Computershare's dividend reinvestment plan, direct stock purchase plan, and employee stock purchase plan trading as well as the Georgeson PostMerger CleanUp™ and Shareholder CleanUp asset reunification businesses. Cynthia also owns profit and loss responsibility for two Georgeson product lines: small shareholder programs and unclaimed asset programs. She also serves as a Director on the Board of Computershare Trust Company, N.A.
Previous responsibilities have included management of Computershare's Investment Services Team and Corporate Actions Team. She was also General Manager of Computershare Trust Company of New York before its merger into Computershare's national trust company. Prior to her tenure in New York, she served as Director of Relationship Management for Transfer Agent clients and as Senior Operations Manager in Computershare's Chicago office.
Prior to joining Computershare in July 2000, Cynthia worked as a systems consultant to the securities industry for nine years. Before that, she worked for Harris Trust and Savings Bank, supporting their securities lending system and for Arthur Andersen in their Management Information Consulting Division.
Ms. Nisley holds a B.S. in Business Administration/Management Systems Analysis from California State University Northridge.

Edwin O'Connor
Partner, Co-Chair, Capital Markets. Goodwin
Edwin O’Connor advises US and international issuers and underwriters on a broad range of capital markets transactions across life sciences, technology, and other sectors. Edwin focuses on initial public offerings and other public listings, including deSPACs, reverse mergers and direct listings and other public and private corporate finance transactions, including equity, equity-linked, debt, preferred and structured transactions. He also advises public and private companies on a range of corporate governance, investor relations and other corporate matters. Previously, he was a vice president in the Investment Banking Division of Goldman, Sachs & Co., where he was responsible for the execution of equity and equity-linked offerings across all industry sectors.

Fabio Racine
Global Head of Security Operations, Computershare
A dynamic cybersecurity leader, Fabio Recine has spent more than 2 decades leading global cyber defense initiatives, designing enterprise defense strategies which manage risk alongside security transformation supporting business growth.
As Chief Technical Security Officer at Computershare, Fabio leads the Cyber Defense function within Global Information Security, overseeing Security Operations, Security Engineering, and Cyber Threat Intelligence across all regions and business lines.
During his 22 years with Computershare, Fabio has held leadership roles implementing strong, innovative global security solutions while building high-performing teams across Technical Services, Data Security, and Global Information Security that protect the organization and its customers.
Fabio is known for his collaborative leadership style and commitment to developing cyber talent. He champions resilient organizations that can succeed in an increasingly complex digital environment, believing effective cyber strategies must balance technology, people, and culture to build lasting resilience.

Brett Redfearn
President, Securitize
Brett Redfearn is President of Securitize, where he helps lead the company’s strategy and expansion across tokenized securities, capital markets, and regulated financial infrastructure. He previously served as Director of the U.S. Securities and Exchange Commission’s Division of Trading and Markets from 2017 to 2020, overseeing policy and regulation across the U.S. securities markets. Before joining the SEC, Redfearn spent 14 years at J.P. Morgan, most recently as Global Head of Market Structure for the Corporate and Investment Bank. He later served as Head of Capital Markets at Coinbase and founded Panorama Financial Markets Advisory. Prior to becoming President, Redfearn served for four years as Chairman of Securitize’s Advisory Board.

Paul Roden
Global Head of Financial Crime, Computershare
Paul Roden is the Global Head of Financial Crime at Computershare, with more than 20 years' experience investigating and combating fraud, financial crime, money laundering, and organized crime across public and private sectors. He has led complex international investigations, including cases that contributed to the disruption of organized crime groups and subsequent OFAC sanctions, and received a formal judicial commendation for leading at the time the UK’s largest excise fraud investigation resulting in successful prosecution. Paul has also built and led large-scale investigative teams, delivered global financial crime transformation programs, and championed public-private partnerships to strengthen financial crime risk management.

Beth Sasfai
Partner, Co-Head, Corporate Governance & Securities Regulation, Cooley LLP
Beth is co-head of Cooley’s corporate governance and securities regulation practice and leads the firm’s environmental, social and governance (ESG) and sustainability advisory practice. She is a strategic advisor to boards of directors, board committees and executive leadership at both public and private companies. With more than 20 years of senior-level experience at a Fortune 20 multinational, Beth provides her clients a nuanced, board-level perspective on governance, disclosure, stakeholder engagement, and sustainability.

Dan Scorpio
Senior Managing Director, M&A and Activism, FTI Consulting
Dan Scorpio is a Senior Managing Director in FTI Consulting’s M&A and Activism practice within the Strategic Communications segment. Based in Chicago, Mr. Scorpio specializes in providing strategic communications and stakeholder engagement counsel for complex transactions and reputational matters. He advises boards of directors and executive teams across industries on effectively navigating mergers and acquisitions, spin-offs, IPOs and activism defense.
Informed by more than a decade of experience leading high-profile M&A and capital markets engagements for Fortune 500 companies, private equity firms and family businesses, Mr. Scorpio advises clients on M&A transactions, public offerings, shareholder activism defense and financial communications issues. He has extensive experience guiding clients through high-stakes corporate events with a focus on protecting reputation, building trust and supporting long-term shareholder value creation.

Jason Stout
Global Head of Customer Operations, Computershare

Lyna Sun
Managing Director, Corporate Transactions Group, Alvarez & Marsal
Ms. Sun has 20+ years of experience in leading complex buy- and sell-side, spin-off/initial public offering divestitures and joint venture transactions ranging from $100 million to $50 billion in size. She has worked across a variety of industries, including life sciences and healthcare, industrial manufacturing, energy, financial services, automotive, aviation finance, consumer and retail, gaming, and entertainment.
Ms. Sun specializes in helping clients deliver value in transactions, be it enterprise-wide operational due diligence, synergy identification/realization, transition service agreement negotiation/planning/exit, cross-functional pre- and post-close integration/separation planning and execution, organizational design, change management, or culture and communications. She has significant experience in navigating the complexities of cross-border transactions and has worked on solving operational matters across 125+ countries.
Prior to joining A&M, Ms. Sun was the U.S. National Leader for KPMG’s People Strategy and HR Transactions practice in New York, where she led global teams to address operational, regulatory, employment, and human capital matters in transactions.
Previously, she was a leader with EY’s Transaction Advisory Services practice in New York. In addition to her consulting experience, Ms. Sun has held a number of in-house functional and M&A leadership roles at healthcare and life sciences companies.
Ms. Sun earned her BBA in management information systems and information security from Western Connecticut State University. She is an active member of and volunteer for The Salvation Army.

Paul Washington
President and CEO, Society for Corporate Governance
Paul Washington is the President and CEO of the Society for Corporate Governance (the “Society”). Founded in 1946, the Society is a not-for-profit organization with over 3,700 members dedicated to enhancing corporate governance through education, collaboration, and advocacy.
Prior to becoming the Society’s President in April 2024, Paul led The Conference Board ESG Center, the premier US-based nonprofit think tank addressing corporate governance, sustainability, and citizenship. During his five-year tenure, the Center significantly increased its membership, programming, publications, prominence, and public impact.
Before joining the ESG Center, Paul served for two decades as an executive at Time Warner Inc., including as Senior Vice President, Deputy General Counsel, and Corporate Secretary. He was responsible not only for the company’s corporate governance, but also for an array of legal areas including antitrust, intellectual property, and regulatory and international law. Prior to Time Warner, Paul practiced law at Sidley & Austin and served as Vice President and Corporate Secretary of The Dime Savings Bank of New York.
Paul also has had a career in public service, including working at the federal, state, and local levels – and in all three branches – of government. Among other roles, he served as a law clerk for former Supreme Court Associate Justice William Brennan and Associate Justice David Souter, and for Circuit Court Judge David Tatel. Paul also worked on the staff of former Congressman Stanley Lundine and, later, as his principal speechwriter when Lundine served as New York’s Lieutenant Governor.
Paul is a former Chair of the Board of the Society and President of its New York Chapter. He has served on over two dozen other boards of cultural, civic, and professional nonprofit organizations. For more than a decade, he was an adjunct Professor at Fordham Law School where he taught corporate governance and later served as a Resident Fellow. Paul also continues to serve in a volunteer capacity as an ESG Center Fellow at The Conference Board.
Paul graduated magna cum laude from both Yale College and Fordham University School of Law.

Jane Wells
Former CNBC Special Correspondent
Jane Wells is an award-winning broadcast journalist with 40 years experience in the news media. She’s covered everything from earthquakes to riots, from the O.J. Simpson trials to Mother Teresa’s funeral, from the massacre at Columbine to the 2008 financial collapse. She has questioned CEOs about poor business decisions, posed as a prostitute for a story on AIDS, appeared in the “Seinfeld” finale, and even visited a group of professional cuddlers to see if the business was legit (it is). She was a correspondent for CNBC for over a quarter century. Jane has written “Wells $treet” for Substack, a snarky take on the business world.

Pamela Wentz
National Practice Leader, Unclaimed Property Consulting, Georgeson
As the National Practice Leader of the unclaimed property consulting and reporting practice, Pam is responsible for business development and the management and delivery of consulting and reporting services. Pam brings over two decades of diverse and extensive experience to clients of Georgeson’s unclaimed asset services.
Pam has technical expertise and experience in a broad range of industries. Prior to joining Georgeson, she served as a director in an unclaimed property consulting practice where she was responsible for providing project oversight, monitoring quality reviews and assisting with staff development and training. In addition, Pam served in leadership roles as a subject matter specialist in various aspects of unclaimed property consulting and compliance; including audit assistance, state voluntary disclosure assistance, risk assessments, and policies and procedures. Pam also previously worked in the unclaimed property consulting practices at Thomson Reuters and Deloitte and served as the audit director for the North Dakota Unclaimed Property Division.
Pam has been a featured speaker on the topic of unclaimed property at numerous conferences and has authored articles for trade association magazines and publications. While with the state, she was an active member of the National Association of Unclaimed Property Administrators (NAUPA) and received the NAUPA Presidential Distinguished Service Award for her work on the NAUPA Auditor Agenda Committee. She is also a member and frequent speaker for the Unclaimed Property Professionals Organization (UPPO) and currently serves as co-chair of the UPPO Leadership Development Committee.
Pam is a certified fraud examiner (CFE) and member of the Association of Certified Fraud Examiners. She graduated from Mount Marty College with a B.A. in Accounting and received an MBA from the University of Mary.

Leonard Wood
Chair, Shareholder Activism and Takeover Defense, Goodwin
Leonard Wood is the chair of Goodwin’s Shareholder Activism and Takeover Defense practice. As a partner, Leonard devotes his practice entirely to shareholder activism campaigns, proxy fights, shareholder activism preparedness, strategic investor relations, and contested M&A. He has advised public companies across all industries and sizes in shareholder activism defense, proxy contests, strategic investor relations, and hostile takeover defense.
Leonard publishes widely on shareholder activism and corporate governance, with articles appearing in the Harvard Law School Corporate Governance Forum, The M&A Journal, Lexology’s “Getting the Deal Through” series, Law360, Insights, Agenda, and The Review of Securities & Commodities Regulation.
He was named to the Legal 500 “Next Generation Partners” list for both Commercial Shareholder Activism: Advice to Boards and M&A/Corporate (2026) and was named to The Best Lawyers in America’s “Ones to Watch” list for his work in both Corporate Governance and Compliance and M&A (2026).

Ted Yu
Associate Director, Specialized Policy and Disclosure Division of Corporation Finance, U.S. Securities and Exchange Commission
Ted Yu is the Associate Director (Specialized Policy and Disclosure) in the Division of Corporation Finance (Division) at the U.S. Securities and Exchange Commission (SEC). As a member of the Division’s senior leadership team, Mr. Yu oversees the Division’s Office of Mergers and Acquisitions, Office of International Corporate Finance, and the Office of Structured Finance.
Previously, he was the Chief of the Division’s Office of Mergers and Acquisitions, Senior Advisor to SEC Chair Mary Jo White, Senior Special Counsel to the Director of the Division of Corporation Finance, and Senior Special Counsel in the Division’s Office of Chief Counsel. Mr. Yu was also in private practice in New York and Washington, D.C. He received his law degree from The George Washington University Law School and his B.A. in history from Cornell University.

Mohamed Zohiri
Legal Counsel and FinTech Adviser, Alberta Securities Commission
Mohamed Zohiri is Legal Counsel and FinTech Adviser at the Alberta Securities Commission, where he advises on digital assets, emerging technologies and regulatory innovation. He is a core leader of Project Tokenization, a Canadian Securities Administrators initiative examining the evolving role of tokenized financial products in Canada’s capital markets. Mohamed led the project’s initial phase of industry engagement and is helping shape its next phase, including opportunities to assess tokenization use cases through a controlled regulatory testing environment. He also sits on the Board of the Global Financial Innovation Network and has contributed to the work of IOSCO’s FinTech Task Force. His broader work includes domestic and international policy/rule making discussions on digital assets, stablecoins, artificial intelligence and financial innovation.
