Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Event-Driven Investing
This chapter explores the establishment of a new investment firm centered on event-driven strategies, emphasizing a collaborative work culture and the diverse skill sets needed in this field. It examines the historical context of merger arbitrage, current market challenges, and the implications of regulatory scrutiny while highlighting evolving strategies in both credit and equity markets. Additionally, it discusses the influence of modern multistrategy funds on investment dynamics and identifies current opportunities, particularly within the bank debt market.
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