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Northeast Chapter: Shareholder Rights? The Current Environment & Recent Actions (ZZNE0923141)
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Jonathan Davies will present Shareholder Rights? The Current Environment and Recent Actions, providing a general discussion of the concept of shareholder rights and the actions that have been taken to ensure those rights, with examples of different ways in which dissident shareholders have acted during acquisition deals.

9/23/2014
When: 9/23/2014
9:00 am until 10:45 am
Where: ULM Campus (Ballroom A, 2nd Floor of Student Union Bldg.)
700 University Avenue
Monroe, Louisiana 
United States
Contact: Mark Taylor
255-3733


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Shareholder Rights? The Current Environment & Recent Actions
Jonathan Davies • Golden Gate Capital • San Francisco, CA

Jonathan Davies will provide a general discussion of the concept of shareholder rights and the actions that have been taken to ensure those rights, with examples of different ways in which dissident shareholders have acted during acquisition deals.

Agenda:
9:00 am – 9:30 am    Registration
9:30 am – 10:45 am  CPE Presentation

Location:
ULM Campus (Ballroom A, 2nd Floor of Student Union Bldg.)
700 University Avenue
Monroe, LA
(318) 322-2127
www.ulm.edu

Cost: FREE for members and non members
CPE Hours: One Hour
Category: Specialized Knowledge
Level: Basic

Registration: Please RSVP using the link above by September 18, 2014, 5:00 p.m.

About the Speaker:
JONATHAN DAVIES
Current Role. Jonathan J. Davies is currently with Golden Gate Capital, a private equity fund, in San Francisco, California. He is a retired Tax partner from PricewaterhouseCoopers where he served as the Deputy Leader of the US Tax practice responsible for National Tax Services. In addition, Jon was a member of the US Board of Partners and the Global Board of Partners. Prior to September, 2004, he served as the Firm’s practice leader for both the US and Global M&A Tax Practices.

Prior Experience. Before transferring to Washington in September, 2004, Jon was resident in the San Francisco M&A Tax practice for five years, the New York M&A Tax practice for three years, the Atlanta Tax practice for fourteen years and the Birmingham Tax practice for two years. In New York, Jon was responsible for PwC’s New York Metro, US and Global M&A Tax practices. In Atlanta, Jon was responsible for the Firm’s Southeast Tax practice. Jon was admitted to the US Partnership in October, 1984.

During his twenty-five year tenure with the Firm, Jon’s practice has caused him to develop technical tax industry expertise with respect to a number of sectors including: financial institutions (banking, property and casualty insurance, life insurance, etc.) and construction/engineering. In the past ten years, Jon’s practice has been entirely focused on advising clients with respect to technical tax issues associated with large corporate transactions.

Prior to joining PwC, Jon served as a Professor of Accounting (Tenured) at The University of Alabama (1975 – 1981). During his career with PwC, Jon served for two years as an Adjunct Professor of Law at The University of Alabama and for almost ten years as an Adjunct Professor of Tax Accounting at Georgia State University.

Education. Jon received a Bachelor’s degree in Accounting from The University of Louisiana – Monroe, a Master’s degree in Accounting from The University of Florida, a Doctorate in Business Administration from Louisiana State University and a degree in Law from The University of Alabama. Jon is a member of the Bar in Alabama, and a Certified Public Accountant in Louisiana, Georgia, California, New York and the District of Columbia.

Sponsor:
University of Monroe
www.ulm.edu

Northeast Chapter
www.lcpa.org/group/NE

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