The Shareholder & Securities Disputes Forum

The only forum going in depth on new dynamics, effective litigation strategies, and upcoming developments for Shareholder and Securities Disputes.

29 April 2025 - One Whitehall Place - In-Person

Complimentary attendance for In-House Counsel, Regulatory Authorities and Government Representatives

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Agenda

Networking & Registration
9:00

Chairperson's Opening Remarks
9:30

Laura Jenkins, Partner
Stewarts

Dan Smith, Partner
Stephenson Harwood

Jenny Morrissey, Partner
Harcus Parker

Lucy Pert , Partner
Hausfeld (UK)

Kate Allass, Partner
Farrer & Co (UK)

Litigation or Liquidation? Evaluating the Costs and Benefits of Litigating a Dispute
9:40

  • The difficulties of bringing a Section 994 petition
  • Comparing current assets against cost of litigation, and when to advise putting a company into insolvency
  • Preparing for contentious insolvency proceedings in case of further conflict

Mark Lim, Partner
Lewis Silkin

Daniel Jennings, Partner
Shakespeare Martineau

Sarah Jackson, Partner
IBB Law

Exploring Realities of Small Business Disputes
10:25

  • Establishing the commercial viability of shareholder disputes with value below 1 million pounds
  • Navigating personal and family dynamics in settling business conflict
  • Making decisions on corporate governance in the absence of robust or existing company articles

Juliet Schalker, Partner
Debenhams Ottaway

Yulia Barnes, Managing Partner
Barnes Law

Clementine Dowley, Legal Director
Payne Hicks Beach

Birgitta Meyer, Barrister
Tanfield Chambers

Networking & Refreshment Break
11:10

Discussing Pre-action Litigation Strategy
11:30

  • How to maximize legal leverage when preparing for litigation
  • Assessing prospects for settlement and negotiation
  • Identifying privilege risks in the early stages of a dispute

Dan Smith, Partner
Stephenson Harwood

Janet Tobin, Partner, Head of Commercial Litigation
Mishcon de Reya

Robert Christie, Partner
Bedell Cristin (Jersey)

James Potts KC, Barrister
Erskine Chambers

Navigating Multi-Jurisdictional Shareholder Disputes
12:15

  • Advising clients on their exposure around the world
  • Advising clients where best to bring a claim
  • Pre-empting claimants bringing claims in other countries
  • Cross-border collaboration on defence strategy

Simon Carroll, Partner
BP Collins

Lucy Pert , Partner
Hausfeld (UK)

Greg Leonard, Senior Vice President
Cornerstone Research

Jeremy Marshall, Chief Investment Officer
Winward Litigation Finance

Networking & Lunch Break
13:00


Leveraging Expert Opinion and Testimony Before and During Securities Litigation
14:00

  • The role of economists in determining how the value of a security has changed
  • The different types of share valuation
  • Justifying positions of minority shareholders in unfair prejudice claims

Matthew Reach , Partner
Fox Williams

Laura Jenkins, Partner
Stewarts

Ronnie Barnes, Vice President
Cornerstone Research

Assessing Alternative Methods of Resolving Pre-Action Disputes
14:45

  • When to use Mediation and Arbitration to resolve conflicts
  • How available case law is defined by which cases make it to trial instead of settling pre-action
  • Benefits of installing a Statutory Director

Peter Brewer, Partner
Clarke Willmott

Jenny Morrissey, Partner
Harcus Parker

David Foster, Partner
Moore Barlow

Networking & Refreshment Break
15:30

Discussing Group Litigation in Shareholder Disputes
16:00

  • Evaluating ongoing shareholder class action cases
  • The circumstances which allow for collective proceedings
  • S90A FSMA, CPR 17.1, and other mechanisms of Group Litigation

Jason Epstein, Partner
Clifford Chance

Christopher Charlton, Partner
Macfarlanes

Michael Brown, Partner
Penningtons Manches Cooper

Andrew de Mestre KC , Barrister
4 Stone Buildings

Understanding Director Liability in the United Kingdom
16:45

  • New ESG compliance obligations for corporate directors
  • Avoiding a breach of fiduciary duties as a director
  • Establishing personal liability of directors in neglectful conduct

Kate Allass, Partner
Farrer & Co (UK)

Stephanie Lee, Partner
Travers Smith

Maria Koureas-Jones, Partner
Francis Wilks & Jones

Chairperson’s Closing Remarks
17:30

End of Day
17:35

9:00
Networking & Registration
9:30
Chairperson's Opening Remarks
Laura Jenkins - Partner - Stewarts
Dan Smith - Partner - Stephenson Harwood
Jenny Morrissey - Partner - Harcus Parker
Lucy Pert - Partner - Hausfeld (UK)
Kate Allass - Partner - Farrer & Co (UK)
9:40
Litigation or Liquidation? Evaluating the Costs and Benefits of Litigating a Dispute
  • The difficulties of bringing a Section 994 petition
  • Comparing current assets against cost of litigation, and when to advise putting a company into insolvency
  • Preparing for contentious insolvency proceedings in case of further conflict
Mark Lim - Partner - Lewis Silkin
Daniel Jennings - Partner - Shakespeare Martineau
Sarah Jackson - Partner - IBB Law
10:25
Exploring Realities of Small Business Disputes
  • Establishing the commercial viability of shareholder disputes with value below 1 million pounds
  • Navigating personal and family dynamics in settling business conflict
  • Making decisions on corporate governance in the absence of robust or existing company articles
Juliet Schalker - Partner - Debenhams Ottaway
Yulia Barnes - Managing Partner - Barnes Law
Clementine Dowley - Legal Director - Payne Hicks Beach
Birgitta Meyer - Barrister - Tanfield Chambers
11:10
Networking & Refreshment Break
11:30
Discussing Pre-action Litigation Strategy
  • How to maximize legal leverage when preparing for litigation
  • Assessing prospects for settlement and negotiation
  • Identifying privilege risks in the early stages of a dispute
Dan Smith - Partner - Stephenson Harwood
Janet Tobin - Partner, Head of Commercial Litigation - Mishcon de Reya
Robert Christie - Partner - Bedell Cristin (Jersey)
James Potts KC - Barrister - Erskine Chambers
12:15
Navigating Multi-Jurisdictional Shareholder Disputes
  • Advising clients on their exposure around the world
  • Advising clients where best to bring a claim
  • Pre-empting claimants bringing claims in other countries
  • Cross-border collaboration on defence strategy
Simon Carroll - Partner - BP Collins
Lucy Pert - Partner - Hausfeld (UK)
Greg Leonard - Senior Vice President - Cornerstone Research
Jeremy Marshall - Chief Investment Officer - Winward Litigation Finance
13:00
Networking & Lunch Break


14:00
Leveraging Expert Opinion and Testimony Before and During Securities Litigation
  • The role of economists in determining how the value of a security has changed
  • The different types of share valuation
  • Justifying positions of minority shareholders in unfair prejudice claims
Matthew Reach - Partner - Fox Williams
Laura Jenkins - Partner - Stewarts
Ronnie Barnes - Vice President - Cornerstone Research
14:45
Assessing Alternative Methods of Resolving Pre-Action Disputes
  • When to use Mediation and Arbitration to resolve conflicts
  • How available case law is defined by which cases make it to trial instead of settling pre-action
  • Benefits of installing a Statutory Director
Peter Brewer - Partner - Clarke Willmott
Jenny Morrissey - Partner - Harcus Parker
David Foster - Partner - Moore Barlow
15:30
Networking & Refreshment Break
16:00
Discussing Group Litigation in Shareholder Disputes
  • Evaluating ongoing shareholder class action cases
  • The circumstances which allow for collective proceedings
  • S90A FSMA, CPR 17.1, and other mechanisms of Group Litigation
Jason Epstein - Partner - Clifford Chance
Christopher Charlton - Partner - Macfarlanes
Michael Brown - Partner - Penningtons Manches Cooper
Andrew de Mestre KC - Barrister - 4 Stone Buildings
16:45
Understanding Director Liability in the United Kingdom
  • New ESG compliance obligations for corporate directors
  • Avoiding a breach of fiduciary duties as a director
  • Establishing personal liability of directors in neglectful conduct
Kate Allass - Partner - Farrer & Co (UK)
Stephanie Lee - Partner - Travers Smith
Maria Koureas-Jones - Partner - Francis Wilks & Jones
17:30
Chairperson’s Closing Remarks
17:35
End of Day

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