Opal Group is happy to announce its SPAC Opportunities Forum. The event will focus on the structure of a ‘special purpose acquisition company’ or SPAC which is a company with no commercial operations that is formed strictly to raise capital through an initial public offering (IPO) for the purpose of acquiring an existing company. Also known as "blank check companies," SPACs have been around for decades. In recent years, they've become more popular, attracting big-name underwriters and investors and raising a record amount of IPO money. Seeing over a 200% increase in SPAC M&A deal activity in 2020 compared to 2019, with that trend expected to continue in 2021 and beyond. SPACs are generally formed by investors, or sponsors, with expertise in a particular industry or business sector, with the intention of pursuing deals in that area. This event will bring together Family Offices, Private Equity Funds, Hedge Funds, Investment Banks, Venture Funds, Auditors, Equity Managers, Mutual Funds, Pensions, Endowments, Foundations, Law Firms, Real Estate Firms, Private Companies & Start-Ups and other Institutional Investors interested in learning more about SPAC’s and potentially entering the space. Our agenda will cover topics ranging from SPAC Market Outlook, SPAC Deal Structure, Legal & Accounting, Insuring SPAC Deals, Idea Origination & Deal Flow, Comparing IPO’s vs SPAC’s, PIPE Financing, The Role of the Sponsor and many more topics.
This is a preliminary agenda. Times and topics are subject to change. To request our current agenda, participant list and sponsors
Current as of May 5, 2021
|
(Schedule Times are in EDT) |
|
| 9:55am |
Opening Remarks Dan Meador, Head of Production & Business Development, Opal Group |
| 10:00am |
The Current State and Outlook of The SPAC Market
Moderator
Ron Diamond, CEO, Diamond Wealth Strategies
Panelists
Steven Wasserman, SPAC Veteran Dane Lund, Orthogonal Asset Management, LLC Benjamin Kwasnick, Founder, SPAC Research |
| 10:40am |
Networking Break & Exhibitor Showcase |
| 10:50am |
SPAC Deal Structure
Moderator
Robert Brown, Chief Executive Officer & Managing Director, ClearThink Capital
Panelists
David Mullings, Founder, Chairman & CEO, Blue Mahoe Capital Partners Steven Wasserman, SPAC Veteran |
| 11:30am |
Networking Break & Exhibitor Showcase |
| 11:40am |
Idea Origination & Deal Flow
Moderator
Sasha Bernier, Senior Vice President/Investment Committee, Cheltenham Investments (SFO)
Panelists
Jeff Gary, CFO, Fusion Acquisition Corp Hans Thomas, CEO, 10X Capital Acquisition Corp. Sol Cohen, Portfolio Manager, Cohen & Co |
| 12:20pm |
Lunch Networking Break & Exhibitor Showcase |
| 1:00pm |
Comparing IPO’s vs SPAC’s and The Public Market
Moderator
Mackinley Ross, Investor, Cooper Family Office (SFO)
Panelists
William Cass, Managing Director, Needham & Company Thomas Haug, Chief Executive Officer, Managing Member, Aspen Tree Advisory Brian Cochran, Partner, Robbins Geller Rudman & Dowd LLP |
| 1:40pm |
Networking Break & Exhibitor Showcase |
| 1:50pm |
Insuring SPAC Deals
Moderator
Robert Brown, Chief Executive Officer & Managing Director, ClearThink Capital
Panelists
Marc Mingolelli, Director Of Client Relations, HUB International, LLC Patricia Trompeter, CEO, Parsec Capital Acquisition Corp |
| 2:25pm |
Networking Break & Exhibitor Showcase |
| 2:35pm |
PIPE Financing and Legal Trends
Moderator
Phillip Vitale, Chief Executive Officer, Evolytical LLC
Panelists
Michael J. Blankenship, Partner, Capital Markets and M&A, Winston & Strawn LLP Douglas Ellenoff, Partner, Ellenoff Grossman & Schole LLP Matthew Tuttle, CEO, CIO, Tuttle Capital Management, LLC Oliver Wriedt, President & Head of Capital Markets, 10X Capital Acquisition Corp. |
| 3:30pm |
Networking Break & Exhibitor Showcase |
| 4:00pm |
The Role of the Sponsor
Moderator
Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
Panelists
Robert Fuchs, Managing Partner, Tree Street Advisors LLC Peter Early, Head of Business Development, Exos Financial Chris Bradley, Managing Director, Mistral Equity Partners |
|
LIVE PANELS & CONFERENCE CONCLUDES
Platform will remain open for one on one networking & communication with event delegates, visiting exhibit booths and viewing on-demand session recordings. |
Registration Pricing
| 1 user/pass | |
|---|---|
| Service Providers: (Attorneys, Law Firms, Accounting Firms, Insurance Companies, Rating Agency, Cybersecurity, Compliance/Audit, Trustee/Custodian and other service providers) | $295 |
| Private Market Investors/Managers: (Private Equity Managers, Venture Capital Managers, SPAC Sponsors, Investment Banks, Broker-Dealers, Start-Ups, Entrepreneurs, ESG & SRI Managers, Real Estate Managers, and other private market specialists) | $195 |
| Public Market Investors/Managers: (Hedge Funds, Equity Managers, Mutual Funds, ETF’s, RIA’s and other public market specialists) | $99 |
| Investors: (Family Offices, Endowments, Foundations, Fund-of-Funds (Allocating), Pension Funds, Corporate Pensions, Fee-Only RIA’s and other Institutional fund allocators, who are interested in allocating to third party managers/funds) | Complimentary* |
| Discounted pricing on multiple passes available. Please contact your Opal Representative or info@opalgroup.net for additional details. |
*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers, Fund Providers as well as Business Development, Sales and Marketing Managers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re-verify past delegates for future complimentary passes.
- SPAC Market Outlook
- SPAC Deal Structure
- Legal & Accounting
- Insuring SPAC Deals
- Idea Origination & Deal Flow
- Comparing IPO’s vs SPAC’s
- PIPE Financing
- The Role of the Sponsor
- And many more topics
Live and on-demand video panels/presentations with Q&A
Exhibit Hall with branded interactive booths
Live chatting options in sessions & lounge areas and private direct messaging to attendees for peer to peer networking
Zoom ‘Happy Hours’ for all conference attendees to connect
- Public/Private Pension Plans
- Endowments
- Foundations
- Investment Consultants
- Family Offices – Single and Multi-Family
- Private/HNW Investors
- Accounting Firms
- Equity Managers
- Hedge Funds
- Investment Banks
- Private Equity
- Real Estate
- Venture Capital
- Accounting Firms
- Administrators
- Underwriters/Structurers/Sponsors
- Broker-Dealers
- Capital Introduction
- Law Firms
- Placement Agents
- Prime Brokers
- Software & Technology
- Start-Ups & Entrepreneurs
