Lincoln Smith | The Return of SPACs, war chests and the IPO alternative

In episode 77, Alex Proimos speaks with Lincoln Smith, senior portfolio analyst and partner at Albourne.

In this episode, we discuss Special Purpose Acquisition Companies (SPACs) have been prominent in the market throughout 2020. We discuss the two broad themes developing, the structure of the vehicles, the difference between the SPAC initial public offering (IPO) versus the traditional IPO, hedge fund and private equity engagement, and common trades (including public versus private). We conclude the conversation by discussing areas of concern, transparency, regulation and other investor considerations.

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‘Crazy’ to bet against US, AI momentum: CFS Super CEO

While the US is becoming an increasingly chaotic force in geopolitics, and valuations around its technology companies are called into question, CFS Super chief executive Kelly Power said investors going against these forces would be fighting a losing battle. Listen to her conversation with Conexus Financial founder and managing director Colin Tate on the sidelines of the historic Australian Superannuation Investment Summit last week.

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