Episodes

Chris Sorrells, who took NuScale Power public, on how nuclear energy and small modular reactors are reshaping the sector and why he launched Eagle Energy Metals.

Chris Sorrells predicts a period of rationalization, cleaner vehicles, and more experienced sponsors, and explains why more skin in the game builds investor trust.

Seth Farbman shares a cautionary tale of outdated transfer agent practices causing costly delays, and why speed and accuracy protect shareholder confidence in a SPAC.

Brookline's Dimitre Genov on the flexibility SPACs offer that IPOs lack: agreed valuations, custom capital structures, earnouts, and the strategic value of top sponsors.

Mike Blankenship asks Daniele D'Alvia whether European SPACs are more trustworthy than US ones. His answer: credibility comes from governance and sponsor track record, not geography.

Spring Valley CEO Chris Sorrells shares where he sees the next SPAC opportunities emerging, from nuclear and AI to rare earths and defense tech.

Chris Sorrells on how reshoring, critical minerals, and energy security are shaping US investment, and why investor sentiment is aligning around domestic production.

VStock's Seth Farbman on the growth of international SPAC activity from Singapore, Japan, and Israel, and the operational challenges of cross-border deals.

Brookline's Dimitre Genov on how the SPAC investor base has evolved, from arbitrage funds to yield-oriented buyers, crypto-native PIPE investors, and warrant sentiment.

Ryan McGuire on the red flags investors should watch in SPAC valuations, from difficulty attracting PIPE investors to high redemption rates and fading deal sentiment.

CohnReznick's Mohammad Hasham on why SPAC sponsors and management should bring in SEC-experienced auditors, accountants, and counsel early instead of waiting for problems.

Brookline's Dimitre Genov on the rise, fall, and correction of the SPAC market, what fueled the 2021 boom, what caused the pullback, and why discipline is stronger today.

Appleby's Alexandra Low on the role Cayman counsel plays in SPAC S-1 filings, confidential or live, and why coordination with US counsel keeps IPO timelines on track.

L Investments CIO Candice Beaumont shares her advice for women pursuing leadership in finance: build confidence, assemble strong teams, and know that women are excelling.

Spring Valley's Chris Sorrells on his disciplined approach to SPAC deals, from prioritizing unique assets to making sure there are two years of cash at close.

Brookline's Patrick Sturgeon on which companies make good SPAC candidates, and why asset-heavy businesses like banks, insurers, and real estate often struggle with promote dilution.

Paul Hastings partner and ICAN co-founder Nick Morgan argues the SEC's SPAC rules reflect protection through prohibition, raising costs and shrinking options for everyday investors.

Lockton's Machua Millett explains why SPAC D&O premiums spiked during the 2021 boom and why premiums and deductibles have since fallen dramatically.

Nick Morgan on how the SEC's 2024 SPAC rules affect small sponsors, especially changes to the PSLRA safe harbor for forward-looking statements.

Lockton's Machua Millett busts the biggest D&O insurance myths for SPAC sponsors, including that insurance never pays and where risk really sits in the SPAC lifecycle.

Nick Morgan on how ICAN may challenge the SEC's SPAC rules, starting with whether the SEC has statutory authority to change PSLRA liability protections.

Odyssey Trust's Caitlyn Van Valin on why SPAC sponsors can't overlook post-merger shareholder recordkeeping and corporate actions, where the real operational work begins.

Louis Camhi on why it's too early to declare SPACs back, why they're best seen as cyclical capital markets tools, and where deal flow is returning.

Lockton's Machua Millett on why buying standalone D&O policies at each SPAC stage creates gaps, and how the DeSPAC-age model bundles coverage to close them.