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The Deal or No Deal of Event-Driven Investing

The Deal or No Deal of Event-Driven Investing

Released Tuesday, 21st March 2023
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The Deal or No Deal of Event-Driven Investing

The Deal or No Deal of Event-Driven Investing

The Deal or No Deal of Event-Driven Investing

The Deal or No Deal of Event-Driven Investing

Tuesday, 21st March 2023
Good episode? Give it some love!
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Event-driven investing, a set of strategies that include merger arbitrage, special situations and distressed debt, has created opportunities for investors for decades. Savvy investors in space will evaluate current market inefficiencies to assess where a merger can be made. In volatile markets however, investors are able to find many of these mispricings that can bare opportunities but only if they’re sharp enough to find them. On this episode of Disruptive Forces, host Anu Rajakumar speaks with Joe Rotter and Jonathan Adolph on the inner workings of how the deals get made, what investors might want to consider and what makes event-driven investing intriguing in light of today’s markets.

 

 

This general market summary and the opinions and beliefs expressed in this podcast are provided for general informational purposes only.  Nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security, and the views and beliefs expressed are not intended to predict or guarantee the future performance of any individual security, market sector or the markets generally.  This presentation is general in nature and is not directed to any category of investors and should not be regarded as individualized, a recommendation, investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions and the appropriateness of this presentation should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability, and has not been independently verified. All information, opinions and beliefs set forth in this presentation are current as of the date of this presentation and are subject to change without notice.  We do not undertake to advise you of any change in the opinions and beliefs or the information contained in this presentation.  Any views or opinions expressed may not reflect those of the firm as a whole. We may issue presentations or have opinions that are inconsistent with, and reach different conclusions from, this presentation.  No representation is made that any investment process, investment objectives, goals or risk management techniques discussed herein will or are likely to be achieved or successful.

 

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Portfolio, volatility or return targets or objectives, if any, are used solely for illustration, measurement or comparison purposes.  Such targets or objectives reflect subjective determinations based on a variety of factors including, among others, strategy and prior performance (if any), volatility measures, portfolio characteristics and risk, and market conditions.  Volatility and performance will fluctuate, including over short periods, and should be evaluated over the time indicated and not over shorter periods.  Performance targets or objectives should not be relied upon as an indication of actual or projected future performance.  Actual volatility and returns will depend on a variety of factors including overall market conditions and the ability of to implement the contemplated investment process, investment objectives and risk management.  No representation is made that these targets or objectives will be achieved, in whole or in part.

 

This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions. 

 

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