Analysis & Podcast

Bruce Goldfarb, CEO and Founder of Okapi Partners joins David Drapkin on the Know Who Drives Return podcast. Bruce goes deep on what he’s seeing in recent proxy seasons, contested M&A, SPACs, AMC, and whether retail investors are good for the markets.

Boardroom Alpha’s David Drapkin is joined by True Wind Capital’s Scott Wagner and Tom Hegge. Listeners will remember Scott as the ex-CEO of GoDaddy and  Tom is a long-time public market investor with private equity roots.

Jonathan Browne from Robinson Capital joins Boardroom Alpha’s David Drapkin to talk about SPAC arbitrage. Robinson Capital’s SPAX ETF launched in June of 2021 and is an actively managed exchange-trade fund (ETF) that invests in Special Purpose Acquisition Companies (SPACs), also known as blank check companies. SPAX seeks to provide total return while minimizing downside risk.

Matthew Tuttle from Tuttle Capital joins David Drapkin to talk about SPACs, FOMO, and tail risk. Tuttle Capital’s thematic and actively managed ETFs are taking advantage of the SPAC craze, everybody’s FOMO (fear of missing out), and protecting the downside tail risk.

Niccolo de Masi of dMY Technology Group talks to Boardroom Alpha’s David Drapkin about why quantum computing is the next big tech innovation and how investors won’t want to miss out.

Boardroom Alpha’s David Drapkin welcomes Union Acquisition II CEO Kyle Bransfield and Procaps CEO Ruben Minski to the podcast. The deal goes to vote on September 22, 2021 and ex-redemption on September 17, so this will be one of shareholders’ last opportunities to hear from the team before deciding to redeem or go long alongside Kyle and Ruben.

of the SPAC sponsor tables, how bad actors are stealing value from everyone else in the SPAC market, and why dMY is “long-term greedy.”

Ben Wolff, CEO of Sarcos, talks to Boardroom Alpha’s David Drapkin about robots, SPACs, and why investors should be looking at Sarcos as an opportunity to invest.