Episodes
Mark Yusko speaks to Michael Bissmeyer, Director and Head of Trading at Exos Financial, on the topic of the SPAC markets and SPAC arbitrage. Michael grew up with the drive to compete. This has not stopped, and is just one part of what gives Exos an #Edge in the SPAC trading world. You’ll hear about the nature of these SPACs, from his perspective, making a bet on exciting teams while being protected by the assets in the inviolable trust and the interest that grows. Listen in to hear more about...
Published 03/31/22
Published 03/31/22
Mark Yusko and Ted Seides discuss their history, similarities in background and career and investment ideas. Mr. Seides, who began his career at Yale University Investments Office and later was the founder of Protégé Partners LLC, has, in Mark’s opinion, pioneered the endowment model of allocating capital. They discuss their perspectives on how to allocate capital, how to learn from that capital allocation, and how to seek innovation in financial services. Listen in to hear, among other...
Published 03/22/22
Mark Yusko speaks to Scott Absher in this episode. Scott is the co-founder and CEO of ShiftPixy, a publicly-traded company that focuses on innovation around employer services and that recently took advantage of the SPAC market. Mark and Scott discuss the SPAC market generally as well as more specifically to ShiftPixy’s SPAC experience.
Published 03/16/22
Mark Yusko welcomes Ryan Martin to the podcast in this episode. Ryan is a business leader who has chosen to use a SPAC merger as the preferred method of going public. Listen in to hear about his company, Fathom Digital Manufacturing, as well as what drove Ryan to become interested in using a SPAC merger to go public. You’ll also hear about how innovation has shaped his career and what investing in innovation has done for him and his company. In Ryan’s own words - Embrace the uncomfortable....
Published 11/03/21
Mark Yusko speaks to Sanjay Subhedar, Managing Director of Storm Ventures, about his decades long experience in tech before becoming a venture capitalist. Sanjay reflects on his early investments in innovative technology and particularly his understanding of networks. In addition, Mark and Sanjay discuss the life cycle of a SPAC and the benefits of SPACs as well as other ideas about the companies and industries of the future.   If you want to know why there may be a structural positive bias...
Published 10/01/21
In this episode of SPAC #Edge, Mark Yusko speaks to a SPAC sponsor and the CEO of a company that went public via a SPAC. Laura Niklason, MD., PhD., founder and CEO of Humacyte, a clinical-stage biotechnology platform company, and Rajiv Shukla, CEO of Alpha Healthcare Acquisition Corp, provide their unique perspective of the SPAC process from each side of the SPAC structure. Humacyte, a first-in-class business and the ideal type of business for a SPAC, recently completed a merger with Alpha...
Published 07/02/21
In this episode of SPAC #Edge, Mark Yusko speaks to John Wu, a fintech executive and technology investor, who has been in the hedge fund industry for over 20 years. John shares how his competitive nature and ability to analyze, anticipate and visualize the future in his formative years was the pathway to his career in finance and eventually into the SPAC space. You’ll hear John’s take on what makes SPACs so special and how he became interested in them over the years, from 2015 when the rules...
Published 05/13/21
In this episode of SPAC #Edge, Mark Yusko speaks to Peter Early, Head of Business Development at Exos Financial. Peter talks through his background, his entrepreneurial endeavors and overall career, and then delves into the vision and experience of Exos around the SPAC structure. Mark and Peter speak in-depth about the innovative ways Exos thinks about SPACs and the different ways to participate in the life cycle of a SPAC. You’ll hear the main differences between, and a few similarities to,...
Published 04/13/21
Mark Yusko is back for a second episode of Morgan Creek’s SPAC #Edge podcast where he’s speaking with Dewey Tucker, Partner and Head of Trading Strategies at Exos Financial. They talk about the history of the SPAC market as well as some specialized strategies to take advantage of the unique structure of a SPAC. In addition, the SPAC lifecycle, from SPAC to merger to de-SPAC, is explained. You’ll hear about stat arbitrage versus SPAC arbitrage, using leverage, risk management, and market...
Published 03/08/21
In this first episode of Morgan Creek’s SPAC #Edge podcast series, Mark Yusko sets the stage for the theme of the podcast and shares what makes Special Purpose Acquisition Companies (“SPACs”) so special. Throughout the series, Mark will interview the most knowledgeable players in the SPAC space. In this inaugural episode, Mark interviews Brady Dougan, the former CEO of Credit Suisse and now Founder and CEO of Exos Financial, an innovative fintech investment bank.  He’ll discuss what a SPAC...
Published 02/26/21