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Evercore Edge
Evercore
21 episodes
2 days ago
Evercore's thought leaders share insights on today's markets and events shaping the financial world. © Copyright 2023 Evercore, all rights reserved.
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Investing
Business
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All content for Evercore Edge is the property of Evercore and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Evercore's thought leaders share insights on today's markets and events shaping the financial world. © Copyright 2023 Evercore, all rights reserved.
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Investing
Business
Episodes (20/21)
Evercore Edge
The Rise of Private Credit Secondaries: What is Driving Market Growth

In this episode, Evercore’s Nigel Dawn and Mike Addeo sit down to discuss the rise of private credit secondaries and take a closer look at what’s driving the credit secondary market growth.

Nigel Dawn – Global Head of Private Capital Advisory and Senior Managing Director, Evercore

Mike Addeo – Senior Managing Director, Evercore

© Evercore Inc. 2025 All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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1 week ago
16 minutes 18 seconds

Evercore Edge
Global Insights with Roger Altman and Bill Burns

In this episode, Evercore’s Roger Altman and Bill Burns discuss today’s geopolitical landscape. 

Roger Altman – Founder and Senior Chairman, Evercore  

Bill Burns – Senior Advisor for Global Affairs, Evercore

© Evercore Inc. 2025 All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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1 month ago
32 minutes 5 seconds

Evercore Edge
Liability Management: Adapting to the Current Creditor Environment

In this episode, Evercore’s Greg Berube and Carlyle’s Joshua Katzeff sit down to discuss the rise of liability management and navigating today's creditor environment.

Greg Berube – Senior Managing Director, Evercore

Joshua Katzeff – Head of Special Credits Group, Carlyle

© Evercore Inc. 2025 All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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3 months ago
21 minutes 15 seconds

Evercore Edge
Markets in Motion: Navigating Tariffs, Volatility and the Shifting Financial Landscapes

In this episode, Evercore ISI’s Marc Harris, Sarah Bianchi, Krishna Guha and Julian Emanuel discuss the evolving tariff landscape and its potential impact across markets, trade flows, and sectors.

Marc Harris – Senior Managing Director, Director of Research

Sarah Bianchi – Senior Managing Director 

Krishna Guha – Senior Managing Director, Vice Chairman of Equities

Julian Emanuel – Senior Managing Director

© Evercore Inc. 2025 All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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5 months ago
12 minutes 59 seconds

Evercore Edge
Going Stateside: U.S. Listing Migrations Explained

In this episode, Evercore’s Lyle Schwartz and Freshfields’ Ziyad Nassif, both based in London, sit down to discuss the recent trend of UK and European companies moving their primary listing to the U.S.

Lyle Schwartz – Senior Managing Director

Ziyad Nassif – Corporate and M&A partner, Freshfields

© Evercore Inc. 2025. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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5 months ago
20 minutes 54 seconds

Evercore Edge
The Road Ahead: What to Expect from Policy and Markets

In this episode, Evercore ISI’s Marc Harris, Sarah Bianchi and Julian Emanuel return to Evercore Edge to discuss some of the policies being enacted by the new U.S. presidential administration and their direct effects on our industry. This episode, filmed post-Inauguration, is a timely follow-up from the group’s previous episode which took place before the U.S. election.

Marc Harris – Senior Managing Director, Director of Research

Sarah Bianchi – Senior Managing Director 

Julian Emanuel – Senior Managing Director

© Evercore Inc. 2025. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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7 months ago
19 minutes 49 seconds

Evercore Edge
Post-Election Policy: How the 2024 U.S. Election Will Shape M&A

In this episode, Evercore’s Roger Altman and Bill Anderson sit down to discuss how the results of the recent U.S. presidential election will directly impact our industry across different areas.

Roger Altman – Founder and Senior Chairman, Evercore

Bill Anderson – Senior Managing Director and Global Head of Strategic, Defense & Shareholder Advisory, Evercore

© Evercore Inc. 2024. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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9 months ago
16 minutes 55 seconds

Evercore Edge
Beyond the Polls: What’s Next for Markets and Policy with Evercore ISI

In this episode, Evercore ISI’s Marc Harris, Sarah Bianchi, Krishna Guha and Julian Emanuel come together virtually between the U.S. and London to discuss the upcoming U.S. election and the policy outcomes and market impacts of the opposing regimes. Each with their own distinct area of expertise, the team examines the different results per sector.

Marc Harris – Senior Managing Director, Director of Research

Sarah Bianchi – Senior Managing Director 

Krishna Guha – Senior Managing Director, Vice Chairman of Equities

Julian Emanuel – Senior Managing Director

© Evercore Inc. 2024. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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11 months ago
27 minutes 5 seconds

Evercore Edge
Changes in a New Real Estate Era

In this episode, Evercore's Neil Wolitzer, Rob Manning, Steve Sakwa and Yan Ling discuss the evolving real estate market and the sector’s “new era.” Their dynamic conversation explores the different changes underway in the industry, including macro, capital flows and the real estate public market.

Neil Wolitzer – Senior Managing Director, Investment Banking

Rob Manning – Head of Trading, Equities

Steve Sakwa – Senior Managing Director, Equities

Yan Ling – Managing Director, Investment Banking

© Evercore Inc. 2024. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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1 year ago
23 minutes 16 seconds

Evercore Edge
Healthcare Policy in the 2024 Election

In this episode, Elizabeth Anderson, a senior managing director and research analyst on Evercore ISI’s Healthcare Technology & Distribution Team, and Sarah Bianchi, a senior managing director and chief strategist of international political affairs and public policy at Evercore ISI, discuss the intersection of healthcare technology and public policy ahead of the U.S. presidential election in November. Uttara Marti, a managing director in the firm's Investment Banking business, moderates the conversation.

Elizabeth Anderson – Senior Managing Director

Sarah Bianchi – Senior Managing Director

Uttara Marti – Managing Director

© Evercore Inc. 2024. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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1 year ago
13 minutes 4 seconds

Evercore Edge
The Quality Imperative: Private Market Fundraising in an Era of Scarcity

In this episode, senior managing directors and founders of Evercore’s Private Funds Group, Alex Russ, Anisa Javeri and Jennifer McBride, discuss the dynamics of the private fundraising market and share perspectives on its future.

Alex Russ – Senior Managing Director

Jennifer McBride – Senior Managing Director

Anisa Javeri – Senior Managing Director

Hilary LaBrash – Managing Director

© Evercore Inc. 2024. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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1 year ago
26 minutes 40 seconds

Evercore Edge
Perspectives on Today’s Investment Banking Environment

In this episode, Naveen Nataraj, Co-Head of U.S. Investment Banking, discusses the current state of today’s investment banking activity and delves into equity and debt capital markets and sponsor activity with Carolyn Crooks, Jason Fournier and David Lischer.

Naveen Nataraj – Co-Head of Investment Banking, U.S.

Carolyn Crooks – Senior Managing Director, Financial Sponsors

Jason Fournier – Senior Managing Director, Equity Capital Markets

David Lischer – Senior Managing Director, Debt & Structured Equity

© Evercore Inc. 2024. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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1 year ago
22 minutes 39 seconds

Evercore Edge
A Growth Story: The Evolution of the Secondary Market for Private Assets and What's Next

Evercore’s Joy Savchenko, Senior Managing Director in the Private Capital Advisory group, sat down with Nigel Dawn, Global Head of Private Capital Advisory group, to discuss the evolution of the secondaries market, its growth story and new innovations ahead this year.

  • Nigel Dawn – Global Head of Evercore’s Private Capital Advisory group
  • Joy Savchenko – Senior Managing Director in Evercore’s Private Capital Advisory group
  • © Evercore Inc. 2024. All rights reserved.

    The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

    Show more...
    1 year ago
    16 minutes 35 seconds

    Evercore Edge
    2024 Trends – What's Top of Mind for Sponsors?

    Evercore's Neil Shah, Co-Head of the Financial Sponsors Group, interviews Jim Neary, Co-Head of U.S. Private Equity and member of the Executive Management group at Warburg Pincus, to discuss his views on the private equity market environment as we head into 2024.

    Panel:

    • Neil Shah – Senior Managing Director and Co-Head of the Financial Sponsors Group at Evercore
    • Jim Neary – Co-Head of U.S. Private Equity and member of the Executive Management group at Warburg Pincus

    © Evercore Inc. 2023. All rights reserved.

    The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

    Show more...
    1 year ago
    14 minutes 53 seconds

    Evercore Edge
    Looking Ahead: A Discussion on the Current Landscape Amidst Uncertainty Featuring Roger Altman and Jason Sobol

    Roger Altman, Founder and Senior Chairman of Evercore, and Jason Sobol, Co-Head of U.S. Investment Banking, discuss the potential economic impacts of recent geopolitical unrest, how clients should navigate the upcoming U.S. presidential election year and a state of the union on the investment banking industry.

    Panel:

    • Roger Altman – Founder and Senior Chairman of Evercore
    • Jason Sobol – Senior Managing Director and Co-Head of U.S. Investment Banking at Evercore

    © Evercore Inc. 2023. All rights reserved.

    The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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    1 year ago
    17 minutes 52 seconds

    Evercore Edge
    Navigating Challenges: A Look at Restructuring and Liability Management

    Dan Mendelow interviews restructuring and liability management expert David Ying on the current landscape and explores themes impacting the industry.

    Panel:

    • Dan Mendelow – Senior Managing Director and Co-Head of U.S. Investment Banking at Evercore
    • David Ying – Senior Managing Director at Evercore

    © Evercore Inc. 2023. All rights reserved.

    The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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    2 years ago
    16 minutes 57 seconds

    Evercore Edge
    Demystifying Arb Trading in M&A

    Drew Figdor, manager and general partner of TIG Advisors, and Nikos Panagiotopoulos, managing director and partner at HBK, join Evercore's Bill Anderson and Mike Craig to discuss arbitrage trading in today’s challenging M&A environment.

    Panel:

    • Bill Anderson – Senior Managing Director and Global Head of Strategic, Defense & Shareholder Advisory at Evercore
    • Mike Craig – Senior Managing Director and Head of Evercore ISI Special Situations & Merger Arbitrage Trading
    • Drew Figdor – Manager and General Partner of TIG Advisors
    • Nikos Panagiotopoulos – Managing Director and Partner at HBK

    © Evercore Inc. 2023. All rights reserved.

    The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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    2 years ago
    21 minutes 35 seconds

    Evercore Edge
    Perspectives on a Mega Investment Theme: Energy Transition

    Evercore's Jonathon Kaufman and James West discuss investable themes in the energy transition with Mike Hill, head of CPP's sustainable energy team, and Yves Siegel, founder and CEO of Siegel Asset Management.


    Panel:

    • Jonathon Kaufman – Senior Managing Director in Investment Banking at Evercore
    • James West – Senior Managing Director in Equities at Evercore
    • Mike Hill – Head of CPP's Sustainable Energy Team
    • Yves Siegel – Founder and CEO of Siegel Asset Management

    © Evercore Inc. 2023. All rights reserved.

    The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

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    2 years ago
    24 minutes 3 seconds

    Evercore Edge
    2023: How the Bear Market Ends

    In this episode of Evercore Edge, Kristy Grippi, Evercore's head of equity capital markets, discusses the market outlook for 2023 with Julian Emanuel, George Ibrahim, Rich Ross, Crystal Simpson and Gloria Tang.

    Guests:

    • Julian Emanuel – head of equity, derivatives and quantitative strategy at Evercore ISI
    • George Ibrahim – head of Evercore's equity capital markets syndicate
    • Rich Ross – head of quantitative analysis at Evercore ISI
    • Crystal Simpson – head of the traditional energy and clean energy sectors on Evercore's equity capital markets team
    • Gloria Tang – head of the biotech sector on Evercore's equity capital markets team

    © Evercore Inc. 2023. All rights reserved.

    The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.


    Show more...
    2 years ago
    27 minutes 43 seconds

    Evercore Edge
    Changing World of Boards, ESG and Shareholder Dynamics

    In our second episode of Evercore Edge – a special double-feature of our new thought leadership podcast – Bill Anderson interviews BlackRock’s Michelle Edkins, Teneo’s Gaby Sulzberger, Wachtell Lipton’s Sabastian Niles and Evercore’s Zach Oleksiuk on how the landscape for U.S. public company boards has fundamentally changed, the trends that we expect to accelerate with new universal proxy card rules and how companies should prepare for what comes next.

    Guests:

    • Michelle Edkins – a Managing Director at BlackRock, responsible for institutional relations, policy on stewardship issues, and communications related to BlackRock’s investment stewardship perspectives and activities;
    • Gaby Sulzberger – Chair of Teneo’s Global ESG Advisory practice and a seasoned financial executive who’s served on the Boards of many blue chip companies including Whole Foods, MasterCard, Eli Lilly, Warby Parker and others;
    • Sabastian Niles – a Partner at Wachtell, Lipton, Rosen & Katz specializing in shareholder and stakeholder activism, proxy fights, ESG and M&A; and
    • Zach Oleksiuk – a Managing Director in Evercore’s Strategic Shareholder Advisory practice specializing in shareholder engagement, corporate governance, ESG and IR

    © Evercore Inc. 2022. All rights reserved.

    The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

    Show more...
    2 years ago
    52 minutes 53 seconds

    Evercore Edge
    Evercore's thought leaders share insights on today's markets and events shaping the financial world. © Copyright 2023 Evercore, all rights reserved.