Episodes
How Underwriters Evaluate Risk for SPAC and de-SPAC Coverage
In this episode of The SPAC Podcast, Machua “Motsch” Millett of Lockton Companies explains how underwriters assess risk when pricing D&O insurance policies for SPACs and their de-SPAC targets. The evaluation process is vastly...
Why D&O Insurance Prices Have Dropped 60% Since 2021
In this episode of The SPAC Podcast, Chaz breaks down why D&O insurance pricing has plummeted nearly 60% over the past nine quarters and why the market looks so different today compared to the 2021 peak. He explains how a flo...
Why PIPEs Aren’t Dead, But Very Different Now
In this episode of The SPAC Podcast, James breaks down the evolving role of Private Investments in Public Equity (PIPEs) and why they remain an essential but more challenging, tool for SPAC deals today. James explains how PIP...
His Years of Experience with SPACs and SEC Investigations
In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), reflects on his years of work in the SPAC space both with paying clients and in the co...
Real-Time Reporting and Visibility for SPAC Sponsors
In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, highlights how technology and transparency are reshaping the SPAC transfer agent and trust process. She explains how Odyssey’s state-of-...
Why Global Companies Are Choosing U.S. Listings
In this episode of The SPAC Podcast, Adeel Rouf shares his perspective on U.S. vs. non-U.S. SPAC deal flow and why high-quality companies from Europe and Asia continue to choose NASDAQ and NYSE as their go-to listing destinat...
SPAC Guest Spotlight: Louis Camhi
In this episode of The SPAC Podcast , Louis Camhi, Chief Investment Officer of RLH Capital, shares his journey from Wall Street to launching his own SPAC-focused fund. He reflects on his early career at Credit Suisse in M&A, ...
Why Boards Need a Broker Who Does More Than Just Place Insurance
In this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, outlines the critical role brokers play in guiding boards through the D&O insurance process before, during, and afte...
How the Investor Base for De-SPACs Is Evolving
In this episode of The SPAC Podcast, James shares how the investor base for de-SPACs has shifted and why sponsors must focus on attracting long-term, fundamental investors. James explains that while redemption risk is always ...
Why Regulation by Enforcement Hurts Transparency
In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), critiques the SEC’s use of regulation by enforcement, particularly in the SPAC context...
SPAC Sponsors Explained
In this episode of The SPAC Podcast , Patrick Sturgeon, Managing Partner at Brookline Capital Markets, explains what separates strong SPAC sponsors from passive ones. He shares why the best sponsors bring more than just capit...
Risk-Reward Equation for Serial SPAC Sponsors
In this episode of The SPAC Podcast, Adeel Rouf breaks down the real risk-reward tradeoff that comes with being a serial SPAC sponsor. Drawing on deep experience leading multiple SPACs, Adeel outlines the critical responsibil...
What Could Spark a SPAC Comeback in 2025
In this episode of The SPAC Podcast, Louis Camhi lays out a candid and nuanced outlook for the SPAC market heading into 2025 and beyond. He explains that while SPACs are simply another tool in the capital markets toolbox, rec...
The Crypto-SPAC Convergence and What’s Next
In this episode of The SPAC Podcast, Louis Camhi breaks down the evolving relationship between SPACs and the crypto space and where investor attention is shifting next. He highlights recent high-profile transactions, includin...
Custom D&O Coverage Protects SPAC and de-SPAC Companies
In this episode of The SPAC Podcast, Chaz, founder of Churchwell, explains why D&O insurance is highly customizable and why wording matters more than most sponsors realize. He shares real-world examples of how missing a singl...
What Makes an Ideal SPAC Target
In this episode of The SPAC Podcast, James outlines what makes the “ideal” SPAC target and why it’s often more about strategic fit and synergies than sector. For James, public-company-ready management is the non-negotiable st...
Why SEC Policy Should Be Made Through Rulemaking, Not Enforcement
In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), critiques the SEC’s practice of regulating by enforcement. Nick cites the Momentus Sta...
What’s Ahead for the SPAC Market in 2025
In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, shares her outlook for the SPAC market over the remainder of the year. With Odyssey working on half of all active SPACs, Caitlyn provide...
Is The Private Company Ready for a SPAC Merger?
In this episode of The SPAC Podcast , Patrick Sturgeon, Managing Partner at Brookline Capital Markets, shares his advice for private company CEOs considering a SPAC merger. He stresses the importance of conducting due diligen...
Delivering for Small-Cap Clients Overlooked by Big Firms
In this episode of The SPAC Podcast, Chaz, founder of Churchwell, explains what sets his firm apart from the big-name insurance agencies like Lockton, Marsh, and Aon. While large agencies focus their attention on billion-doll...
How Do SPACs Compare to Direct Listings and IPOs?
In this episode of The SPAC Podcast , Patrick Sturgeon, Managing Partner at Brookline Capital Markets, explains why some companies may choose a SPAC over a traditional IPO or direct listing. While SPACs are not always the bes...
SPAC Guest Spotlight: Caitlyn Van Valin
In this episode of The SPAC Podcast, we hear from Caitlyn Van Valin, Vice President at Odyssey Trust, on how her team is redefining what it means to be a responsive, scalable partner in the SPAC ecosystem. Caitlyn shares how ...
Why Biotech and FinTech Are Primed for SPAC Deals
In this episode of The SPAC Podcast, Adeel Rouf dives into two of his highest-conviction sectors for upcoming SPAC activity: healthcare (specifically biotech) and FinTech. While AI and crypto dominate the headlines, Adeel mak...
From Hedge Funds to SPAC Investing
In this episode of The SPAC Podcast, we sit down with Louis Camhi, who shares the unexpected path that led him from covering fintech at major hedge funds to becoming a focused SPAC investor and fund manager. His story starts ...