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Event-Driven Strategies Explained

  • Oppenheimer & Co. Inc.
  • 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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