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The SPAC Podcast

Joshua Wilson

111 episodes

2 days ago

In this episode of The SPAC Podcast, Candice Beaumont, Chief Investment Officer of L Investments, shares her advice for women pursuing leadership roles in finance and investment. She emphasizes the importance of confidence, assembling strong teams, and recognizing that women are excelling in today’s financial landscape just as much — and sometimes more — than men. Her message is clear: with determination and the right support, women can thrive as leaders in finance and capital markets. Connec...

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In this episode of The SPAC Podcast, Candice Beaumont, Chief Investment Officer of L Investments, shares her advice for women pursuing leadership roles in finance and investment. She emphasizes the importance of confidence, assembling strong teams, and recognizing that women are excelling in today’s financial landscape just as much — and sometimes more — than men. Her message is clear: with determination and the right support, women can thrive as leaders in finance and capital markets. Connec...

Show more...

Episodes (20/111)

The SPAC Podcast

Women in Capital Markets

In this episode of The SPAC Podcast, Candice Beaumont, Chief Investment Officer of L Investments, shares her advice for women pursuing leadership roles in finance and investment. She emphasizes the importance of confidence, assembling strong teams, and recognizing that women are excelling in today’s financial landscape just as much — and sometimes more — than men. Her message is clear: with determination and the right support, women can thrive as leaders in finance and capital markets. Connec...

2 days ago

The SPAC Podcast

How He Evaluates and Structures SPAC Deals

Chris Sorrells explains his disciplined approach to evaluating and structuring SPAC transactions. From prioritizing unique assets to ensuring two years of cash at close, Chris outlines what separates lasting companies from overhyped deals. Guest: Chris Sorrells – Chairman and CEO of Spring Valley Connect with Chris: https://www.linkedin.com/in/chris-sorrells-5a6a836/ Let’s Connect on LinkedIn: 👉 Michael J. Blankenship - https://www.linkedin.com/in/mikeblankenship/ 👉 Joshua Bruce Wilson - http...

6 days ago

2 minutes

The SPAC Podcast

SPAC Target Selection: Sectors, Suitability, and Pitfalls

In this episode of The SPAC Podcast, Patrick Sturgeon, Managing Partner at Brookline Capital Markets, discusses what types of companies are best suited for going public through a SPAC merger. He explains why fundamentally strong businesses with good products, growth potential, and solid operating margins make attractive public companies. Patrick also highlights why certain asset-heavy sectors — such as banks, insurance companies, real estate, or asset-based businesses — may not be as well-sui...

1 week ago

2 minutes

The SPAC Podcast

New SPAC Rules Help or Hinder Market Access?

In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), discusses the SEC’s new SPAC rules and their impact on investor access. Nick argues that while the rules were framed as investor protection, in practice they reflect what he calls a “protection through prohibition” mindset. By making disclosure obligations more difficult and transaction costs higher, the rules effectively reduce the number of SPACs and wit...

1 week ago

1 minute

The SPAC Podcast

Why D&O Insurance Premiums Have Dropped Since 2021

In this episode of The SPAC Podcast, Machua Millett, Chief Innovation Officer at Lockton Companies, explains how the Directors & Officers (D&O) insurance landscape for SPACs and de-SPACs has evolved since the 2021 boom. Following a surge in SPAC IPOs, deal volume, and resulting litigation, insurance premiums spiked sharply in 2021. At their peak, SPAC-related policies were among the most expensive in the public company space. But according to Machua, that environment has shifted drama...

1 week ago

1 minute

The SPAC Podcast

How New SEC Rules Could Impact SPAC Sponsors

In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), explains how the SEC’s 2024 SPAC rules may affect small sponsors and entrepreneurs navigating the regulatory landscape. Nick emphasizes that while current SEC leadership may not pursue as many aggressive enforcement actions as in prior years, the rules themselves present challenges. In particular, changes to the PSLRA (Private Securities Litigation Reform ...

2 weeks ago

1 minute

The SPAC Podcast

3 Biggest Misconceptions About D&O Insurance

In this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, addresses the most common misconceptions SPAC sponsors and board members have when it comes to Directors & Officers (D&O) insurance. Machua dispels the myth that “insurance never pays,” emphasizing that properly structured policies often do. He also clarifies where risk actually lives in a SPAC’s lifecycle: it’s not during the IPO search phase, but rather during and after the d...

2 weeks ago

1 minute

The SPAC Podcast

How ICAN May Challenge SEC’s Final SPAC Rules

In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), outlines potential legal and advocacy strategies ICAN may pursue in response to the SEC’s new SPAC rules. Nick points to one central question: Does the SEC even have statutory authority to change PSLRA liability protections? ICAN is considering challenging that very issue, not from a sponsor’s perspective, but from the lens of investors whose choices may b...

2 weeks ago

1 minute

The SPAC Podcast

Post-Merger Services Every SPAC Team Should Plan For

In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, explains why SPAC sponsors can’t afford to overlook what happens after the deal closes. While many focus heavily on the IPO and deal mechanics, Caitlyn emphasizes that post-merger shareholder recordkeeping and corporate actions are where the real operational lifecycle begins. She shares how Odyssey is uniquely positioned to support companies through that transition, offering the same capabilities as the l...

2 weeks ago

1 minute

The SPAC Podcast

SPACs. Are They Really Back?

In this episode of The SPAC Podcast, Louis Camhi offers a nuanced take on the state of the SPAC market and why it’s still too early to say, “SPACs are back.” Rather than chasing headlines, Louis explains that SPACs are best understood as cyclical tools within the capital markets, just like IPOs, M&A, or direct listings. He highlights that the IPO market has been largely dormant in recent years, and SPAC performance is directly tied to overall market health. Louis also shares his view that...

2 weeks ago

1 minute

The SPAC Podcast

“DeSPAC-age” Insurance Model and Closing Coverage Gaps

In this episode of The SPAC Podcast, Machua “Motsch” Millett breaks down how D&O insurance needs to evolve across a SPAC’s lifecycle, from IPO to de-SPAC and beyond. He explains how SPACs have historically managed risk by purchasing standalone policies at each stage and why that approach often creates gaps in coverage and increased cost. Machua introduces a more modern solution his team pioneered: the “DeSPAC-age” policy model. This structure bundles the SPAC’s runoff coverage, the target...

3 weeks ago

1 minute

The SPAC Podcast

How New SEC Rules Could Shape Future Litigation

In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), explains how the SEC’s new SPAC rules may influence litigation risk for sponsors and targets. Drawing on his experience as an SEC trial counsel, Nick notes that while today’s SEC may be less aggressive than under Chair Gensler, the statute of limitations is long, sometimes six years, ten years, or even unlimited for certain claims. That means SPAC activity...

3 weeks ago

The SPAC Podcast

Why the Transfer Agent Market Is Finally Changing

In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, explains why the transfer agent and trust industry is undergoing a long-overdue transformation and why SPACs have been a major catalyst. For nearly a decade, one incumbent controlled 99% of the market. SPACs were considered “too risky,” and innovation stalled. That all began to change in 2020. Caitlyn shares how Odyssey broke into the U.S. SPAC space by winning over a marquee client and how that opened th...

3 weeks ago

1 minute

The SPAC Podcast

Forecasts SPAC Market Trends for 2025–2026

In this episode of The SPAC Podcast, Adeel Rouf shares his forward-looking perspective on the SPAC market heading into late 2025 and 2026. With traditional IPO windows largely shut for mid-market companies, Adeel explains why SPACs are becoming increasingly relevant again, especially for private equity and family office-backed portfolio companies searching for liquidity. He projects a healthy wave of 70 to 100 SPACs as both digestible and impactful for today’s environment, and anticipates an ...

3 weeks ago

1 minute

The SPAC Podcast

What SPACs Must Prepare for in the Next 12–18 Months

In this episode of The SPAC Podcast, Machua “Motsch” Millett, Chief Innovation Officer at Lockton Companies, shares his outlook on D&O risk for SPACs and de-SPACs heading into 2025 and beyond. Drawing from decades of experience advising public and pre-public companies, Machua warns that we’ve seen this market cycle before: an uptick in activity, rising headlines, and inexperienced teams rushing in. This time, however, there’s a shift experienced sponsors are leading the way, and the litig...

3 weeks ago

1 minute

The SPAC Podcast

How Underwriters Evaluate Risk for SPAC and de-SPAC Coverage

In this episode of The SPAC Podcast, Machua “Motsch” Millett of Lockton Companies explains how underwriters assess risk when pricing D&O insurance policies for SPACs and their de-SPAC targets. The evaluation process is vastly different depending on where the SPAC is in its lifecycle and Machua walks through both sides of that underwriting equation. For SPACs, there’s limited data, so the focus is on the sponsor team’s track record, industry focus, and prior deal outcomes. Underwriters als...

4 weeks ago

1 minute

The SPAC Podcast

Why D&O Insurance Prices Have Dropped 60% Since 2021

In this episode of The SPAC Podcast, Chaz breaks down why D&O insurance pricing has plummeted nearly 60% over the past nine quarters and why the market looks so different today compared to the 2021 peak. He explains how a flood of new insurance carriers entered the market post-2021, doubling the number of firms writing public D&O insurance from ~32 to ~65 by the end of 2022. With increased competition and new entrants unburdened by legacy claims reserves, carriers were able to aggress...

4 weeks ago

2 minutes

The SPAC Podcast

Why PIPEs Aren’t Dead, But Very Different Now

In this episode of The SPAC Podcast, James breaks down the evolving role of Private Investments in Public Equity (PIPEs) and why they remain an essential but more challenging, tool for SPAC deals today. James explains how PIPEs looked deceptively easy during the 2020 boom, when leaked deals pushed stocks to $20 and investors happily committed to $10 PIPEs. But today, PIPEs take time, trust, and careful structuring to close successfully. He highlights two major issues that derailed many deals ...

1 month ago

2 minutes

The SPAC Podcast

His Years of Experience with SPACs and SEC Investigations

In this episode of The SPAC Podcast, Nick Morgan, Partner at Paul Hastings LLP and co-founder of ICAN (Investor Choice Advocates Network), reflects on his years of work in the SPAC space both with paying clients and in the context of SEC investigations. Nick shares that while ICAN has not yet taken up a SPAC case from a nonprofit litigation perspective, he has represented numerous clients in the SPAC ecosystem during an active period from 2021 through 2024. Many of those matters involved SEC ...

1 month ago

The SPAC Podcast

Real-Time Reporting and Visibility for SPAC Sponsors

In this episode of The SPAC Podcast, Caitlyn Van Valin, Vice President at Odyssey Trust, highlights how technology and transparency are reshaping the SPAC transfer agent and trust process. She explains how Odyssey’s state-of-the-art reporting portals give sponsors, legal teams, CFOs, and boards instant access to accurate reports, without waiting overnight. With more than 150 customizable reports available, Odyssey empowers sponsors with real-time data to support audits, board updates, shareho...

1 month ago

1 minute