ABOUT THIS EPISODE
In this special interview, Corey Hoffstein sits down with Advisor Analyst to discuss merger arbitrage and its role in portfolio diversification. Corey breaks down how investors can capture the residual spread in merger deals, comparing the strategy to traditional credit markets, and explaining how return stacking and portable alpha can enhance portfolio efficiency. Originally recorded for Advisor Analyst (advisoranalyst.com), this conversation offers valuable insights for investors exploring alternative risk premia and advanced portfolio construction techniques.
(0:00) Introduction and mission statement
(2:14) Merger arbitrage: Explanation, diversification benefits, and risk premium
(9:44) Merger arbitrage in financial advisory
(12:15) The return stacking approach and democratizing institutional strategies
(15:34) Call to action and closing remarks
(0:00) Introduction and mission statement
(2:14) Merger arbitrage: Explanation, diversification benefits, and risk premium
(9:44) Merger arbitrage in financial advisory
(12:15) The return stacking approach and democratizing institutional strategies
(15:34) Call to action and closing remarks
English
United States
TRANSCRIPT 🔗
1
00:00:01,360 --> 00:00:02,159
Hey, everyone.
2
00:00:02,159 --> 00:00:03,359
Corey Hofstein here.
3
00:00:03,359 --> 00:00:07,279
I wanna personally invite you to an event
that's all about rethinking portfolio
4
00:00:07,279 --> 00:00:08,080
construction.
5
00:00:08,160 --> 00:00:13,199
On October 8, we're hosting the return stacking
symposium at Cboe Global Markets in Chicago.
6
00:00:13,684 --> 00:00:18,964
It's a one day in person deep dive into capital
efficient strategies, and we're featu…
00:00:01,360 --> 00:00:02,159
Hey, everyone.
2
00:00:02,159 --> 00:00:03,359
Corey Hofstein here.
3
00:00:03,359 --> 00:00:07,279
I wanna personally invite you to an event
that's all about rethinking portfolio
4
00:00:07,279 --> 00:00:08,080
construction.
5
00:00:08,160 --> 00:00:13,199
On October 8, we're hosting the return stacking
symposium at Cboe Global Markets in Chicago.
6
00:00:13,684 --> 00:00:18,964
It's a one day in person deep dive into capital
efficient strategies, and we're featu…
SEARCH PAST EPISODES
Search past episodes of Get Stacked Investment Podcast.
Disclaimer: The podcast and artwork embedded on this page are from Ani Yildirim, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
EDIT
Thank you for helping to keep the podcast database up to date.
