Susan Spears

The M&A market has been impacted by regulatory challenges that have widened spreads and created uncertainty in deal closings. Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management, is joined by Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management, to discuss the drivers of merger arbitrage and the potential risks and returns. Together, they cover catalysts for deals such as technological innovation, revenue cliffs, growth expectations, and synergies. Additionally, they evaluate cross-border deals and consider regulatory complexities and geopolitical tensions. https://bit.ly/3x5bNqi #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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In Part 2 of our three-part series on bringing order to your investment universe, we looked at Transitions and Taxes, or how to balance sensible tax management with effective investment planning. Today, we’ll wrap our series with additional ways to ease your transition from chaotic to more orderly investing. Some steps are purely practical. Others help you remain calm and confident along the way. We can mix and match them as needed to contribute to your investment success. Read the article here 👉 https://buff.ly/3zplWPl #financialplanning #investing #Denver

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See how PCAOB has renewed its focus on supporting smaller audit firms to enhance audit quality and protect investors in this new video highlighting recent PCAOB initiatives.

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The M&A market has been impacted by regulatory challenges that have widened spreads and created uncertainty in deal closings. Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management, is joined by Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management, to discuss the drivers of merger arbitrage and the potential risks and returns. Together, they cover catalysts for deals such as technological innovation, revenue cliffs, growth expectations, and synergies. Additionally, they evaluate cross-border deals and consider regulatory complexities and geopolitical tensions. https://bit.ly/4bOyf68 #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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In this episode of Let's Talk Future™️, Anusha Rodriguez discusses event-driven investing with guest Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these types of special situations and M&A deals. https://bit.ly/4bWiNEP #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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The NAIC Statutory Accounting Principles Working Group adopted the final portion of the Principles-Based Bond Definition Project that goes into effect January 1, 2025. Learn about the adopted revisions: https://bit.ly/4e9whxB

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Is your CPA practice struggling with outdated software, manual processes, and unpredictable costs? 👩‍💻 It’s time to upgrade with Countable 3.0 and our game-changing C-A-R approach! 🚘 ☁ C - Cloud: Say goodbye to legacy systems. Join the growing community of accountants leading the way with secure, efficient, cloud-based solutions. 🤖 A - AI & Automation: Leave manual data entry in the past. Automate tasks, boost accuracy, and save time — all without the hassle of private servers or VPNs. 🤝 R - Resources: Control costs with access to a global network of trained professionals, ensuring efficiency and predictability. 💬 Let us know your thoughts in the comments! Ready to transform your workflow? Learn more at our Countable 3.0 webinar. Register now 👇 [https://lnkd.in/d9EA9Uep] _____________________________________________________________________ #FinancialPlanning #Countable #CloudTransformation #AIandAutomation #ResourceManagement #CPAs #Webinar #CloudIntegration #Accounting #Compilations #CPAs #Tax #TaxSeason #Finance #FinancialServices #AccountingProfession #AccountingTechnology #Automation #CloudAccounting #Bookkeeping #Audit #BusinessAdvisory

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The M&A market has been impacted by regulatory challenges that have widened spreads and created uncertainty in deal closings. Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management, is joined by Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management, to discuss the drivers of merger arbitrage and the potential risks and returns. Together, they cover catalysts for deals such as technological innovation, revenue cliffs, growth expectations, and synergies. Additionally, they evaluate cross-border deals and consider regulatory complexities and geopolitical tensions. https://bit.ly/3V911rb #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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The gold rush into venture by 'tourist VC's' from 2018-2021 has created a massive liquidity mismatch between fund sponsors and their LPs. The managers are focused on vanity metrics such as MOIC while investors are hoping for liquidity. When your fees are a percentage of AUM, this creates a powerful incentive to push your head in the sand and hope fair value eventually catches up. I think Sara Ledterman is spot-on here. Accounting firms all over the world will be FORCING managers to take write downs over the next 12 to 18 months. Opportunistic buyers of these assets should be in a fantastic position to acquire early-stage equity in future unicorns at fire sale prices!

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[Compounders Podcast Clip} Anyone who follows the podcast and my writings knows that I am obsessed with differentiation. There are so many smart investors out there that it is hard to be truly different. When I asked Thomas Bachrach, the Principal at PFH Capital, about structural advantages, he cited two primary elements. You can find the full discussion here: https://lnkd.in/gcN3G7jk

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The M&A market has been impacted by regulatory challenges that have widened spreads and created uncertainty in deal closings. Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management, is joined by Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management, to discuss the drivers of merger arbitrage and the potential risks and returns. Together, they cover catalysts for deals such as technological innovation, revenue cliffs, growth expectations, and synergies. Additionally, they evaluate cross-border deals and consider regulatory complexities and geopolitical tensions. https://bit.ly/45brDfG #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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As somebody who has listed dozens of ETFs I am not sure exactly what this new venue brings to the table. A chance to list at an exchange in Texas? Unless you are a Texas based company seeking a new listing that is not a selling point. If you are a Texas-based issuer who already has a public listing somewhere changing likely would be zero benefit. Most of your shareholders don't live in Texas and to be honest most of them could only guess at your primary exchange in the first place (QUICK: who has Nivdia's primary listing?). Even of you are a Texas based ETF issuer, and there are not many of them, it is not a very compelling case. Plus they seem pretty late to the game. If I wanted start a listing venue outside NY I might have started earlier in say 2005. I could just as easily pick, I don't know, Kansas CIty. And instead of using a name that gains me no traction outside of a single state, I might have given it a more generic name like, oh, "Better Alternative Trading System". Call it BATS for short. Finally, if anybody thinks the exchange with the primary listing automatically means you will recieve a lot of the trading volume, let me suggest you consult Wikipedia for the history of the ETFs and the American Stock Exchange.

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The M&A market has been impacted by regulatory challenges that have widened spreads and created uncertainty in deal closings. Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management, is joined by Jake Turner, an Associate Portfolio Manager at Kite Lake Capital Management, to discuss the drivers of merger arbitrage and the potential risks and returns. Together, they cover catalysts for deals such as technological innovation, revenue cliffs, growth expectations, and synergies. Additionally, they evaluate cross-border deals and consider regulatory complexities and geopolitical tensions. https://bit.ly/3RdAqIl #ThePowerofOppenheimerThinking #LetsTalkFuture #EventDrivenInvesting

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