SPAC Opportunities Forum 2021

Virtual
May 5, 2021

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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.

1star
etc.venues 360 Madison
360 Madison Ave, New York, NY 10017


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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • 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

Manager vs. Investor Breakdown

    Investor Breakdown