Pensions and Benefits Update 2006

Course Date: April 6, 2006

Welcome and Introduction

Sven O. Milelli — McCarthy Tetrault LLP, Vancouver

Market Update

  • recent mergers and acquisitions statistics and trends
  • what sectors are most active? why?
  • importance of marketing to financial sponsors and strategics
  • key lessons learned in recent deals

Rebecca Rennison, CA, CFA — Senior Vice President, Investment Banking, Raymond James Ltd., Vancouver

Regulation of Foreign Takeovers Update

  • recent cases
  • what are the trends?
  • where are the possible traps that we need to be aware of?

Oliver J. Borgers — McCarthy Tetrault LLP, Toronto

Networking Break

Hostile Bids, Shareholder Rights Plans, and Defensive Tactics

  • who should have primacy? board or shareholders?
  • new rule proposals

Gordon R. Chambers — Cassels Brock & Blackwell, Vancouver
Gordon Smith — British Columbia Securities Commission, Vancouver

Lunch (on your own)

Selling Mid-market Private Businesses—Key Trends and Considerations

  • key considerations
  • recent deal terms and trends

Nathan G.A. Daniels — Mogan Daniels Slager LLP, Vancouver
Paul Langley, CFA — Capital West Partners, Vancouver

Employment and Executive Compensation

  • change of control agreements
  • retention bonuses
  • tips and traps

Fiona Macdonald — Executive Compensation Practice Leader – Canada, Towers Watson, Vancouver
Carmen J. Overholt, QC — Overholt Law, Vancouver

Networking Break

Proxy Fights and the New Shareholder Activism

  • what are the trends?
  • where are the possible traps that we need to be aware of?

Geoffrey B. Gomery, QC — Nathanson, Schachter and Thompson LLP, Vancouver
Tim McCafferty — McCarthy Tétrault LLP, Vancouver
David J. Salmon — Senior Vice-President, National Sales and Marketing, Laurel Hill Advisory Group, Vancouver

Closing Questions and Comments