Episodes

Sept. 22, 2025

How Do SPACs Compare to Direct Listings and IPOs?

Brookline's Patrick Sturgeon on when a SPAC beats an IPO or direct listing, including phased capital raising through PIPEs and easier earnout structures.
Sept. 19, 2025

SPAC Guest Spotlight: Caitlyn Van Valin

Odyssey Trust's Caitlyn Van Valin on how the firm handled over half of new SPAC listings in 2024, using dedicated SPAC pods for redemptions, disbursements, and closings.
Sept. 17, 2025

Why Biotech and FinTech Are Primed for SPAC Deals

Adeel Rouf makes the case for biotech and fintech as overlooked SPAC sectors, with many quality biotech companies still deeply discounted since 2021.
Guest: Adeel Rouf
Sept. 16, 2025

From Hedge Funds to SPAC Investing

Louis Camhi on how a 2014 call about a SPAC deal led him from covering fintech at hedge funds to becoming a dedicated SPAC investor and fund manager.
Guest: Louis Camhi
Sept. 15, 2025

Hard Lessons from 10 SPAC Deals

Adeel Rouf shares candid lessons from 10+ SPAC deals, from rushing companies public before they were ready to underestimating the pressure of quarterly reporting.
Guest: Adeel Rouf
Sept. 12, 2025

The Biggest Misperceptions About SPACs

Louis Camhi on the biggest SPAC misperceptions, including why a pre-deal SPAC behaves like a convertible bond while a de-SPAC trades like a regular equity.
Guest: Louis Camhi
Sept. 11, 2025

SPAC Guest Spotlight: Machua Millett

Lockton's Machua Millett on his path from securities lawyer to D&O expert, and how his legal background helps clients write stronger policy language.
Sept. 10, 2025

What Makes a Company Public Ready

Adeel Rouf on what makes a SPAC target public-ready: audited financials, seasoned investors, prior funding rounds, and a management team built for the public spotlight.
Guest: Adeel Rouf
Sept. 9, 2025

Raising Capital as an Asian SPAC Sponsor

A SPAC Holdings CEO Claudius Tsang on raising US capital as an Asian sponsor, and why educating US investors on emerging-market track records is key.
Sept. 8, 2025

SPAC Guest Spotlight: Claudius Tsang

Claudius Tsang, one of Asia's most active SPAC sponsors, on moving from private equity to SPACs and launching seven Nasdaq-listed vehicles since 2021.
Sept. 5, 2025

Avoiding Costly Mistakes in SPAC Transactions

CohnReznick's Mohammad Hasham on why SPAC teams should engage experienced advisors early, and how chemistry between auditors and counsel prevents costly audit problems.
Sept. 4, 2025

Navigating De-SPAC Structures: Insights from a Cayman Counsel

Cayman attorney Alexandra Low on de-SPAC structures, from TopCo listings and cross-border mergers to deregistration strategies and post-merger tax planning.
Guest: Alexandra Low
Sept. 3, 2025

Can Better Governance Save SPAC Deals?

Dr. Daniele D'Alvia on how law and corporate governance, from independent directors to robust disclosure, give SPACs the structural integrity to succeed.
Sept. 2, 2025

How SPACs Blend Private Equity and Public Markets

Voyager CEO Adeel Rouf on what makes SPACs unique: one deal at a time, blending private investing with the move to public markets.
Guest: Adeel Rouf
Sept. 1, 2025

SPAC Guest Spotlight: Adeel Rouf

Voyager CEO Adeel Rouf on his path from investment banking to sponsoring 10+ SPACs, raising over $2B in IPOs and executing more than $5B in de-SPAC deals.
Guest: Adeel Rouf
Aug. 29, 2025

Why Private Companies Consider Going Public

Brookline's Patrick Sturgeon on why private companies go public: liquidity for shareholders, new investors, more capital, and greater visibility in the markets.
Aug. 28, 2025

SPAC Guest Spotlight: Patrick Sturgeon

Brookline's Patrick Sturgeon on his path through investment banking and serving as CFO of three SPACs that completed acquisitions.
Aug. 27, 2025

SPAC Talk with Derek Kearns

Centri's Derek Kearns on what happens behind the scenes of a de-SPAC, from early capital markets readiness to pro forma financials and the SEC comment process.
Guest: Derek Kearns
Aug. 26, 2025

What Investors Look for in a SPAC Sponsor

L Investments CIO Candice Beaumont on how she evaluates SPAC sponsors: proven track record, experienced operators, and the right legal and service teams.
Aug. 25, 2025

SPAC Opportunities: Growth Areas and Global Demand

Brookline's Dimitre Genov on the sectors shaping SPAC demand, from AI, nuclear, and quantum to steady industrials, spinoffs, and international companies.
Aug. 22, 2025

SPAC Guest Spotlight: Dimitre Genov

Brookline's Dimitre Genov on 25 years across Lazard, JP Morgan, Magnetar, and Balyasny, and how he now helps SPAC sponsors find quality targets.
Aug. 21, 2025

Determining D&O Insurance Needs with Real Market Data

Chaz Churchwell on a data-driven way to size D&O coverage, using litigation research, peer benchmarks, market cap, and industry segment.
Aug. 20, 2025

SEC Enforcement and SPACs

ICAN founder Nick Morgan on how the SEC approaches SPAC enforcement, and what Commissioner Hester Peirce's dissents reveal about the Commission's view.
Guest: Nick Morgan
Aug. 19, 2025

SPAC Guest Spotlight: Nick Morgan

Former SEC senior trial counsel Nick Morgan on founding ICAN, a pro bono organization defending people in SEC investigations and litigation at no cost.
Guest: Nick Morgan