Event-Driven Strategies Explained
- May 30, 2024
A Podcast Conversation featuring Anusha Rodriguez and Jake Turner
In this episode of Let's Talk Future™, Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management, joins forces with Jake Turner, an Associate Portfolio Manager at Kite Lake Capital, to discuss event-driven investing. Together, they explore the intricacies of this investment strategy, which aims to capitalize on significant corporate occurrences such as mergers, acquisitions, corporate restructurings, and bankruptcies. Their discussion encompasses an analysis of the influence these events can wield on stock prices, as well as an examination of pivotal factors including the impact of interest rate fluctuations and the regulatory landscape that investors must navigate when evaluating these unique investment opportunities and M&A transactions.
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This presentation may contain forward looking statements or projections regarding future events. Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections. Past performance does not guarantee future results.
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Jake Turner and Kite Lake are not affiliated with Oppenheimer & Co. Inc.
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