EXCLUSIVE: Sustainable Value Creation: Keynote Fireside with Trian Fund Management, 5th Palm Beach CorpGov Forum

PSKY +3.85% JNJ +0.94% PG +1.03% UL +1.06% UNLYF -0.02%

CorpGov and  IPO Edge are pleased to provide complete video coverage of the fifth annual Palm Beach CorpGov Forum held on Nov. 5-6, featuring keynote speaker Josh Frank, Partner and Co-Chief Investment Officer at Wall Street legend Nelson Peltz’s Trian Fund Management.

Mr. Frank discussed Trian’s position for the last six years at Unilever PLC (NYSE: UL), addressing the challenges that prevented the company to capitalize to its full potential due in part to corporate governance differences across its British and Dutch locations, and how the company unified its governance in the UK.

Mr. Frank also mentioned the case of Snapple’s transformation under the leadership of Nelson Peltz and how the company was purchased by Cadbury Schweppes, becoming a featured case study at Harvard Business School. Snapple now is part of Keurig Dr Pepper Inc. (Nasdaq: KDP), while Cadbury Schweppes was acquired by Mondelez International, Inc. (Nasdaq: MDLZ).

Mr. Frank also discussed current activist campaigns at Paramount Skydance Corp. (Nasdaq: PSKY) and Kimberly-Clark Corp. (Nasdaq: KMB), and Trian’s previous approach to its investments on The Walt Disney Co. (NYSE: DIS) and The Procter & Gamble Co. (NYSE: PG) as consumer companies with a diverse portfolio, the later developing from a connection with Johnson & Johnson (NYSE: JNJ).

Keynote Fireside with Trian Fund Management

• Josh Frank, Partner and Co-Investment Officer, Trian Fund Management

• Josh Kosman, Senior Correspondent, The Capitol Forum (Moderator)

Watch Full Video Below, or Click HERE:

The audience included more than 300 attendees including institutional investors, board directors, family offices/HNWIs, attorneys, investment bankers and key advisors.​

Full List of Speakers for the 5th CorpGov Forum 2025:

Keynote: Josh Frank, Partner and Co-Investment Officer, Trian Fund Management

Andrew Keys, Co-Founder and Chairman, The Ether Machine (NASDAQ: ETHM)

Ken Traub, Chairman, President and CEO, Comtech Telecommunications Corp. (Nasdaq: CMTL)​

Randall Adams, Partner, Seward & Kissel LLP

Michael Alford, Vice President and Director of Athletics, Florida State University

Sher Baig, Founder and Chief Executive Officer, Cyber Salus

Michael Blankenship, Managing Partner, Houston & Co-Chair, Capital Markets Practice, Winston & Strawn   

Steve Bruce, Managing Partner,  ASC Advisors

Christine Carson, President and CEO, Carson Proxy​

Pablo Casilimas, Managing Partner, OneSixOne Ventures

Peter Clarke, Senior Director, Roberts & Ryan Investments Inc.

Craig DeDomenico, Managing Director, Equity and Equity-Linked Capital Markets, Stifel​

Adam Doyle, EVP, Head of Technology Finance, Alliance Funding Group

Robert DuPuy, Former President and COO, Major League Baseball

Daphna Edwards Ziman, Co-Chairman, Project Rise Partners

Brendan Foo, Partner, Global Head of Corporate Contests, Forward Global

Mark Garibyan, Partner, Seward & Kissel LLP

Chuck Garske, Senior Managing Director, Okapi Partners​

Bruce Goldfarb, President and CEO, Okapi Partners​

Ira Gorsky, Managing Director, Edelman Smithfield​

Brenda Gosselin, Partner, Goodmans LLP

John Grau, President, InvestorCom 

Josh Harlan, Founder & Managing Partner, Harlan Capital​

​Mark Harms, Chairman and CEO, Global Leisure Partners; Investor and Executive Committee Member, World Gym Corporation (TAI: 2762.TW)

Gabriel Hasson, Global Head of Governance and Shareholder Advisory, ICR

Rick Horrow, CEO, Horrow Sports Ventures

Taylor Ingraham, Partner, ASC Advisors

Rafique Jiwani, Vice President, Goldman Sachs Private Equity​

Ryan Keating, Partner, EisnerAmper​

Alex Knowland, Principal, Comvest Credit Partners

Adam Kommel, Shareholder Activism Development Lead, Bloomberg LP​

Jonathan Lo, VP of Finance, EisnerAmper 

John Marchisi, Executive Director – Capital Markets, Artex Risk Solutions​

Ariel Mark, Head of Western US Investments, Tokyu Land US Corp.

Mario Masrieh, Managing Director, Recognition, Trivest

Alex Moazed, General Partner, Applico Capital

Francisco Morales, Partner, Mergers & Acquisitions and Private Equity, Vinson & Elkins​

Patrick Murphy, Head of NYSE Market Making, GTS​

Tad Nacheff, Head of East Coast Capital Markets and Financial Sponsor Coverage, NYSE

Steve Parish, Partner, ICR

Paul Quinlan, Founder and CEO, Quinlan Partners

Joseph Quintilian, Partner, Distributed Capital Partners, and Co-Founder, Ajna Labs LLC​

Michael W. Robinson, Chairman and CEO, The Montgomery Strategies Group

Hooman Shahidi, Managing Partner, Opus Bloom Capital

Joshua Siegel, General Partner, Acronym Venture Capital

Dana Simberkoff, Chief Risk, Privacy and Information Security Officer, AvePoint

Emma Sissman, Vice President, Impact Investing, Goldman Sachs

Karen Snow, CEO, Rose & Co Capital Advisors

Charles Soranno, Managing Director, Protiviti

Zach Swartz, Partner, Corporate Real Estate Practice, Vinson & Elkins ​

Sebastian Tiller, Partner, Mergers & Acquisitions and Capital Markets, Vinson & Elkins​

Bob Verrico, Co-Founder and Executive Chairman, InvestingChannel, Inc.

Patrick Whelan, Partner — Mergers & Acquisitions and Private Equity, Vinson & Elkins

Heath Winter, Partner, Corporate Governance & Shareholder Engagement, Longacre Square Partners

Jessica Wood, Partner, Corporate Governance, M&A, Shareholder Activism and Corporate Defense, Sidley Austin LLP

Marc Yaklofsky, Managing Partner, New York, Forward Global

Christopher Young, Investment Banker, Formerly Director of M&A and Proxy Fight Research, ISS

Ron Orol, Senior Editor, The Deal (Moderator)​

Josh Kosman, Senior Correspondent, The Capitol Forum (Moderator)

Jarrett Banks, Editor-at-Large, CorpGov (Moderator) ​

John Jannarone, Editor-in-Chief, CorpGov (Moderator)​

READ MORE

NYSE Firesides Scheduled Dec 9, 2025 & Feb 3, 2026

Register for our weekly newsletter HERE

Contact:

CorpGov.com

[email protected]

Click HERE to follow us on LinkedIn

The post EXCLUSIVE: Sustainable Value Creation: Keynote Fireside with Trian Fund Management, 5th Palm Beach CorpGov Forum appeared first on CorpGov.