『A Conversation: Opportunity in Regulatory Complexity (Suzy Gibbons, Zach Altschuler & Michael Chiaramonte)』のカバーアート

A Conversation: Opportunity in Regulatory Complexity (Suzy Gibbons, Zach Altschuler & Michael Chiaramonte)

A Conversation: Opportunity in Regulatory Complexity (Suzy Gibbons, Zach Altschuler & Michael Chiaramonte)

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In this episode, Suzy Gibbons, Partner and Head of Research, sits down with Zach Altschuler, Head of Merger Arbitrage, and Michael Chiaramonte, Deputy Head of Merger Arbitrage, to discuss our viewpoint that merger arbitrage is entering one of its most attractive periods since the Global Financial Crisis – with global M&A activity rebounding while regulatory review has become increasingly complex and fragmented. They explore how that regulatory complexity creates a "complexity premium" in merger arbitrage spreads, particularly for large transactions, offering what we believe to be attractive risk-adjusted returns for investors capable of conducting deep research and underwriting global processes.

The conversation dives deeper into the analysis beneath the recent white paper that Suzy, Zach and Michael co-authored, Merger Arbitrage: Opportunity in Regulatory Complexity.

Read the white paper here: Merger Arbitrage: Opportunity in Regulatory Complexity — Davidson Kempner

DKCM Website: Home — Davidson Kempner

DKCM LinkedIn: LinkedIn — Davidson Kempner


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