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[Webcast] SPAC Attack: Examining Special Purpose Acquisition Companies 

Event Description

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​SPAC Attack: Examining Special Purpose Acquisition Companies  
Thursday, June 3, 2021 | 2:00 PM - 3:15 ET

The recent IPO surge of special-purpose acquisition company (SPACs) is an important market development.  While the SPAC vehicle is not new, SPAC IPOs now comprise the majority of U.S. IPOs. The explosive growth continued into early 2021 and has raised concerns about whether the mania is reaching bubble proportions and whether disclosure and marketing practices offer adequate protections to investors.  In particular, concerns are growing as to whether such investments are being mis-sold to retail investors, promising access to exchange-traded private equity opportunities normally unavailable to retail.  
 
SPAC proponents argue that this structure is here to stay; that it provides retail a chance to invest in emerging companies while offering companies advantages over other IPO routes. Investor advocates, meanwhile, warn of the complexity, celebrity hype and fees being extracted by Wall Street professionals, potentially leaving investors with a very small interest in the eventual public company. 
 
Join CFA Washington, DC and CFA Institute Advocacy for a timely discussion about the mechanics, prospects and pitfalls of the SPAC structure, and what’s on the horizon for the SPAC boom.

Who Should Attend:
  • CIOs
  • Wealth Managers/Financial Advisors
  • Investment Professionals
  • Market watchers
  • Retail Investors
Speakers:

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Jocelyn M. Arel

Partner, Goodwin Procter LLP

Jocelyn Arel is a partner in Goodwin’s Technology Companies practice and leads the firm’s Special Purpose Acquisition Companies (“SPAC”) practice. Jocelyn has nearly two decades of SPACs transactions under her belt and is known for her innovative work for clients ranging the private equity, life sciences, technology, financial services and real estate industries. She advises clients in all aspects of the SPAC lifecycle, including the initial public offering (“IPO”) process; the business combinations or “SIPO transactions”; and structuring the debt and equity financing transactions that are often needed to facilitate the closing of SIPO transactions. In addition to her extensive knowledge of the legal issues related to SPACs, Jocelyn has a deep understanding of the business, financial and marketing issues that affect the success of SPACs.



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Ben Kwasnick
Founder, SPACs Research

Benjamin Kwasnick has over 15 years experience as a principal investor in US public equity markets, with a focus on SPACs, special situations, merger arbitrage, and other event-driven strategies. He is the founder of SPAC Research, an independent data service focused on US-listed Special Purpose Acquisition Companies. SPAC Research provides custom data solutions and analysis on the SPAC space, as well as a comprehensive data set and synopsis of all material events throughout each SPAC's life cycle.

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Amrith Ramkumar
Markets Reporter, The Wall Street Journal

Amrith is a markets reporter for The Wall Street Journal in New York, where he primarily covers SPACs and other finance topics. He is also the author of the special edition of the WSJ markets newsletter that is all about SPACs. A Norman, Oklahoma, native, he graduated from Duke in 2017 and is a big sports fan.

Moderator:
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Head of Advocacy, CFA Institute

Kurt N. Schacht, JD, CFA, is Head of Advocacy for CFA Institute. He is responsible for all aspects of policy advocacy, regulatory affairs and legislative outreach, focused on advancing investor protection, financial market transparency and fairness.  He and his global policy staff represent the views of CFA Institute to standard setters, regulatory authorities, and legislative bodies worldwide on proposed regulations and laws that affect the practice of financial analysis, investment management, securities regulation, financial reporting, audit regulation and financial market structure.

Prior to joining CFA Institute, he served as chief operating officer for a mutual fund complex, general counsel and COO for a Manhattan based hedge fund, and as deputy director/chief legal officer for the State of Wisconsin Investment Board (SWIB).  He is an industry practice expert on investment management, corporate governance and financial service industry regulation, including Investment Company Act and Investment Advisers Act rules and practice. 

Qualifications: I hr Professional Learning | CFA Institute Competency Framework Skill = Industry Awareness + Regulatory Compliance 

Event Type

Educational

Education Topic

 

Start Time

6/3/2021 2:00 PM

End Time

6/3/2021 3:15 PM

City

Virtual

State/Province

 

Event Country

 

Event Region

Americas

Location Info

 

Speaker

 

CE Credits

1.00

SER Credit

0.00

Currency

USD

Member Price

0.00

Non-Member Price

0.00

Candidate Price

0.00

Registration

Click here to register.

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We encourage members of other CFA Societies to attend this event at the CFAW Member Rate. Please contact events@cfawashington.org with any questions. 

Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. You may register multiple people, by selecting the Add Person button, after registering the first attendee. All registrations must be processed at the same as the 10% discount will automatically be applied at checkout.

Cancellations and Refund Requests
  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to events@cfawashington.org on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event.
  • A $25 administrative fee will be applied to all cancellations.
  • Refunds will not be issued for no shows.

All Day Event

 

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Description

 

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6/3/2021 2:00 PM

Attachments

Content Type: MyCFA Calendar
Version: 8.0
Created at 5/4/2021 10:22 AM by serena.roche@gmail.com[CASMSTS:username]
Last modified at 5/12/2021 6:49 AM by Jennifer.fromen@gmail.com