Webinar Series

Here are examples of our webinar series. Each webinar is downloadable and available on our site in perpetuity for our members and guests to access

A Fireside Chat With CEO Michael Klein of Churchill Capital Corp REPLAY

 The Palm Beach Hedge Fund Association, a Florida trade association for financial professionals and ultra high net worth investors, & IPO Edge hosted a fireside chat with Churchill Capital Corp’s CEO Michael Klein

We are pleased to share a replay of this rare and wide-ranging interview which has attracted nearly 10,000 registrations. 

We hosted Michael Klein, Chairman and CEO of Churchill Capital, for a fireside chat during the 23rd Annual ICR Virtual Conference on January 12. Mr. Klein spoke with IPO Edge Editor-in-Chief John Jannarone for over an hour, discussing topics including:

  • The most attractive industry sectors for SPACs
  • The emergence of pre-revenue companies in SPAC deals
  • The dynamic for SPACs such as Churchill’s that seek larger targets
  • Leveraged hedge fund investments in pre-redemption SPACs
  • Skillsoft (merging with Churchill Capital Corp II, NYSE: CCX)
  • Multiplan Corporation (NYSE: MPLN)
  • Clarivate Plc (NYSE: CCC)
  • Churchill Capital Corp V (NYSE: CCV.U)
  • Churchill Capital Corp IV (NYSE: CCIV)

To watch a replay of the fireside chat with Mr. Klein, please CLICK HERE.

Michael Klein is the Chief Executive Officer and Chairman of the Board of Directors of the Churchill Capital Corp group of public equity growth companies. Mr. Klein founded the initial Churchill public equity growth vehicle in 2018, and has raised over $5 billion in IPO capital to date. Churchill companies have successfully announced mergers with Clarivate, MultiPlan, Skillsoft and Global Knowledge. Mr. Klein currently serves on the board of directors of MultiPlan, Inc. Mr. Klein is currently a Director of Credit Suisse Group AG and Credit Suisse AG. Mr. Klein is the founder and managing partner of M. Klein and Company, which he founded in 2012. M. Klein and Company is a global strategic advisory firm that provides its clients a variety of advice tailored to their objectives. Mr. Klein is a strategic advisor to global companies, boards of directors, senior executives, governments and institutional investors. Mr. Klein’s background in strategic advisory work was built during his 30-year career, including more than two decades at Citi and its predecessors, during which he initiated and executed strategic advisory transactions. He began his career as an investment banker in the M&A Advisory Group at Salomon Smith Barney and subsequently became Chairman and Co-Chief Executive Officer of Citi Markets and Banking, with responsibilities for global corporate and investment banking and Global Transaction Services across Citi. Mr. Klein is a graduate of The Wharton School of the University of Pennsylvania, where he earned his Bachelors of Science in Economics with concentrations in finance and accounting.

About Churchill Capital Corp

Churchill Capital Corp is a group of public equity growth companies whose sponsor is an affiliate of M. Klein and Company, LLC. On Monday, January 11, 2021, Churchill Capital Corp VI and Churchill Capital Corp VII filed concurrently and plan to raise $400 million and $300 million, respectively. Klein’s previous SPACs include Churchill Capital Corp V (CCV.U), which raised $500 million in December 2020; Churchill Capital Corp IV (CCIV), which raised $2.0 billion in July 2020; Churchill Capital Corp III, which went public in February 2020 and completed its merger with MultiPlan (MPLN) in October 2020; Churchill Capital Corp II (CCX), which went public in June 2019 and has a pending merger agreement with Skillsoft and Global Knowledge; and Churchill Capital Corp I, which went public in September 2018 and acquired Clarivate Analytics (CCC) in May 2019.

Contact:

Churchill Capital Corp info@churchillcapitalcorp.com

 

Security Robots Of The Future: A Fireside Chat With CEO William Li of Knightscope

 The Palm Beach Hedge Fund Association, a Florida trade association for financial professionals and ultra high net worth investors, & IPO Edge hosted a fireside chat Wednesday, December 9 at 2pm EST with Knightscope – Security Robots of the Future and Investing in MaaS. The event ran approximately one hour including an audience Q&A.

CLICK HERE TO WATCH THE FULL REPLAY

The virtual event featured Knightscope CEO William Santana Li, who discussed how the company’s autonomous security robots create a safer environments at a fraction of the cost of human guards. The company is not currently traded publicly but any investor can purchase shares in Knightscope through its Reg A+ offering, available here. New investors will join over 16,000 shareholders who have helped the company raise over $70 million.

Electric vehicles made by the likes of Tesla, Inc. and Nikola Corporation have become increasingly important in the investment community. Corporate conference call mentions, global search volume and Google Trends for “electric vehicle” are near all-time highs and Tesla’s market capitalization is higher than Exxon, Chevron, Ford and General Motors combined, according to Sentieo, an AI-enabled research platform.

But while many EV companies vie for commercial and consumer customers, Knightscope has emerged as a leader in its niche. It is disrupting the security industry by replacing humans who are prone to frequent error.

The company has already been credited with reducing crime as reported by clients, who include hospitals, Fortune 1000 corporations, and law enforcement agencies. In October, the company also landed and deployed its first U.S. federal government contract.

Knightscope has so far generated over $10 million in revenue and each robot is expected to generate up to $250,000 in profit over a five-year life.

Mr. Li discussed:

  • Machine-as-a-Service (MaaS)
  • The “market for crime” never going away
  • The technology behind autonomous robots
  • Coordinating with human security guards
  • Knightscope’s browser-based user interface, the KSOC (Knightscope Security Operations Center)
  • People detection
  • Intellectual property
  • Path to profitability

About Mr. Li:

  • Seasoned entrepreneur, intrapreneur and former corporate executive at Ford Motor Company
  • Founder and Chief Operating Officer of GreenLeaf, which became the world’s 2nd largest automotive recycler (now part of NASDAQ: LKQ)
  • BSEE from Carnegie Mellon University and MBA from University of Detroit Mercy
 

PBHFA & IPO Edge’s Electric Vehicle Forum Replay

Today’s event, which drew more than 1,200 registrations and 700 live viewers, is now available for replay.  Hear from the California Governor’s Office of Business and Economic Development, as well as CEOs and senior executives from Blink Charging Co., QuantumScape, XL Fleet, Canoo, Lordstown Motors and Romeo Power who joined our event on Monday, November 16 at 2pm EST — Acceleration of Electrification: California’s 2035 Ban and the Future of EVs, Energy Technology and Regulation.

To watch the replay, please CLICK HERE.

The event, hosted in partnership with Vinson & Elkins LLP, ICR, Nasdaq, Cowen and The Palm Beach Hedge Fund Association, included panel discussions, one-on-one interviews, along with live Q&A sessions, totaling approximately two hours.

Speakers included:

With California eliminating sales of gas-powered vehicles by 2035, broad-based electrification is imminent. And now, a transition to Democratic control of the federal government could accelerate green technology adoption even further. In the marketplace, there are now many ways to invest in electric vehicles and related technologies, with several major companies listing on public exchanges in the last year alone and more on the way.

The program included the following topics:

  • How California and other states are supporting emerging technologies in electrification
  • California’s 2035 ban on internal combustion engine (ICE) vehicle sales
  • Private investment opportunities
  • Consumer vs. commercial vehicles
  • Best paths to public markets: IPOs, SPACs, and direct listings
  • Implications for peripheral industries such as charging stations and batteries
 

PBHFA’s & IPO Edge IPO Boot Camp

We are pleased to share a replay of this afternoon’s Boot Camp, which featured a panel of nine capital markets experts who shared a prodigious amount of knowledge, insights, and surprises packed into a dense 90 minutes: IPOs, SPACs, and Direct Listings.

To watch the replay CLICK HERE

The webcast, hosted in partnership with Latham & Watkins LLP, Nasdaq, MorganFranklin Consulting, GTS, Woodruff Sawyer, Jefferies LLC, ICR and The Palm Beach Hedge Fund Association, consisted of two panel discussions, followed by a live Q&A session.

The panels covered the following topics:

  • Internal planning and readiness considerations
  • D&O insurance for IPOs, SPACs, and direct listings
  • Solving the lockup problem with direct listings
  • Narrowing the gap between private valuations and the first direct listing trade
  • Raising new capital in a direct listing
  • Growth in SPAC activity and potential limitations
  • Considerations for going public during election season
 

V&E, Profile, Nasdaq Host 3rd Event in 2020 Governance Series – Preparing for the 2021 Proxy Season

CorpGov, The Palm Beach Hedge Fund Association. Vinson & Elkins LLP, Profile Advisors, and Nasdaq hosted the third event in the 2020 Governance Series on Wednesday, September 30, at 11am EST: Shareholder Outreach: Preparing for the 2021 Proxy Season. Event partners included JPMorgan Chase & Co., ICR, Morrow Sodali, & BlackRock, Inc.

CLICK HERE TO VIEW REPLAY

The Webinar ran 90 minutes, including a live Q&A session.

Highlights included:

  • Pent-up activism from the 2020 proxy season emerging in 2021
  • Companies “getting a pass” from activists on COVID-related underperformance
  • The outlook for M&A/consolidation-focused activism
  • The broadening definition of ESG following the pandemic
  • The convergence of ESG with proxy/governance issues
  • Planning appropriate ESG disclosures

The event included two panels:

Activism

  • Lawrence S. Elbaum, Partner and Co-Head of Shareholder Activism, Vinson & Elkins
  • Greg Marose, Co-Founder, Profile Advisors
  • Benjamin Wilson, Head of North America Shareholder Engagement and M&A Capital Markets, JPMorgan Chase & Co.
  • Michael Verrechia, Managing Director, Co-Head of M&A and Activism Advisory Group, Morrow Sodali

ESG

Moderators: John Jannarone, Editor-in-Chief, CorpGov and Hope King, Multimedia Editor, CorpGov

Links to Prior 2020 Governance Series Events:

1st Webinar in 2020 Governance Series: Best Corporate Governance Practices During the Coronavirus and Beyond

2nd Webinar in 2020 Governance Series: Activism and ESG

Replay – EarlyBird, Nasdaq, ICR, High Times Host Virtual Forum with IPO Edge: Cannabis Fundraising – Are SPACs a New Solution?

IPO Edge hosted a virtual forum with leading SPACs, companies, and advisors to discuss the market outlook, including expected dealmaking in the remainder of 2020. The approximately 90-minute event was held Wednesday, September 2, at 2:00 p.m. EDT.

To watch the replay, click here.

The live webcast, hosted in partnership with EarlyBirdCapital, Nasdaq, High Times, ICR, Intro-act Corp., and The Palm Beach Hedge Fund Association included two panels and a live audience Q&A session. Sentieo, an AI-based research platform, provided key data on cannabis equities and market interest in SPACs.

The panels topics including:

  • Expected cannabis deal announcements from existing SPACs in coming months
  • SPACs potentially acquiring publicly-listed cannabis companies
  • SPACs vs. IPOs for cannabis industry companies
  • Exchange listing considerations
  • The role of investment banks in both SPAC IPOs and M&A
  • The “De-SPAC” process in cannabis
  • PIPEs and debt to support SPAC transactions

Agenda:

Panel I – Feedback from the Field

  • Ed Kovary, Managing Director, Equity Capital Markets, EarlyBirdCapital, Inc.
  • Gary Julien, Managing Director, Schultze Asset Management, LP; EVP, Schultze Special Acquisition Corp. (Nasdaq: SAMA)
  • Kyle Detwiler, CEO, Clever Leaves (expected ticker: CLVR)
  • Adam E. Levin, Executive Chairman, Hightimes Holding Corp. (expected ticker: HTHC)
  • Bill Jenks, CEO, Intro-act Corp.
  • John Jannarone, Editor-in-Chief, IPO Edge (Moderator)

Panel II – Considerations for Dealmaking

  • Robert Berner, Managing Partner, Bespoke Capital; Director, Bespoke Capital Acquisition Corp. (TSX: BC-U, OTC: BKCQF)
  • Sarah Morgan, Partner, M&A, Capital Markets and Corporate Governance, Vinson & Elkins
  • Eklavya Saraf, Global Head of SPAC Listings and Managing Director of New Listings, Nasdaq
  • Jeff Bernstein, Managing Director, ICR Capital
  • Hope King, Multimedia Editor, IPO Edge (Moderator)

Nasdaq, Jefferies, V&E, Saratoga, Profile Host Webinar on Exotic Activism and Proxy Advisors

PBHFA, in partnership with Nasdaq, Profile Advisors, Saratoga Proxy Consulting, Vinson & Elkins LLP, Jefferies, and CorpGov.org hosted a Webinar on Thursday, August 13 at 12pm EST: New SEC Regs and Offseason Tactics

The replay is available HERE

Our panel of experts discussed several timely topics including:

  • A potential spike in activism during the fall 2020 “offseason”
  • What a new peak in share prices means for activists while the coronavirus pandemic continues
  • Various strategies such as consent solicitations activists can employ outside of normal annual meetings
  • Pent up demand for activist campaigns into 2021
  • Implications of new SEC regulations on proxy advisory firms designed to keep their power in check
  • Raising the threshold for ownership disclosures in 13F filings and the impact on issuers and investors

Panelists included:

  • Lawrence S. Elbaum, Partner and Co-Head of Shareholder Activism, Vinson & Elkins LLP
  • Greg Marose, Co-Founder, Profile Advisors
  • John Ferguson, Senior Partner, Saratoga Proxy Consulting
  • Erika Moore, VP and Deputy General Counsel and Counsel to the Corporate Secretary, Nasdaq, Inc.
  • Chris Young, Managing Director and Global Head of Contested Situations, Jefferies Financial Group, Inc.
  • John Jannarone, Editor-in-Chief, CorpGov (Moderator)

Just how influential are proxy advisors? Data from Sentieo show mentions of the words ISS, Glass Lewis, and proxy advisor have soared in corporate earnings calls over the last decade, particularly as passive institutional investors defer to their recommendations on key shareholder votes.

 

REPLAY – Goldman Sachs, DraftKings SPAC Sponsor & Nasdaq Hosts Summer SPAC Panel

 

We had over 1200 attend & dowloads so far for this incredible  educational webinar with the best in the business!  Now, you can download the webinar here:

Special purpose acquisition companies, or SPACs, have led the recovery on Wall Street in the months following the coronavirus pandemic. Looking ahead, PBHFA &  IPO Edge hosted a virtual forum with leading market participants and advisors to discuss the role of SPACs for investors and companies planning public listings later in 2020. The approximately 90-minute event was held Thursday, July 23, at 3:00 p.m. EDT.

A REPLAY IS AVAILABLE BY CLICKING HERE 

The live webcast, hosted in partnership with Sidley Austin LLP, Goldman Sachs, Nasdaq, ICR, and The Palm Beach Hedge Fund Association, will included a panel followed by a live Q&A session.

The panel covered the following topics:

  • SPACs as an alternative to traditional IPOs
  • The acceleration of SPAC M&A activity
  • The role of investment banks in both SPAC IPOs and M&A
  • Technology companies seeking public listing
  • PIPEs and debt to support SPAC transactions

Panel participants included experts in IPO planning and execution:

  • Jeffrey Smith, Partner in Sidley Austin LLP’s M&A and Private Equity practice
  • Olympia McNerney, Managing Director, Head of US SPACs, The Goldman Sachs Group, Inc.
  • Eli Baker, Partner at Eagle Equity Partners, President at Flying Eagle Acquisition Corp. (NYSE: FEAC), President of Diamond Eagle Acquisition Corp. (SPAC sponsor of DraftKings Inc. [NASDAQ: DKNG])
  • Karen Snow, Senior Vice President, Head of East Coast Listings & Capital Services, Nasdaq
  • Don Duffy, President, ICR
  • John Jannarone, Editor-in-Chief, IPO Edge

REPLAY – EVs, Batteries, and ESG: Webinar with TechMet CEO – Investing in Metals to Fuel the Technology of the Future

The Webinar featured TechMet Chairman & CEO Brian Menell, who discussed how so-called technology metals have become the “oil of the 21st Century” as they facilitate wide adoption of renewable energy and electric vehicles. TechMet has operations in Europe, Africa, and the Americas that produce and recycle technology metals including lithium, cobalt, nickel, vanadium, tin, tungsten, along with rare earth elements.

CLICK HERE TO VIEW REPLAY

Electric vehicles made by the likes of Tesla, Inc. and Nikola Corporation, which could contain TechMet’s metals, have become increasingly important in the investment community. Corporate conference call mentions, global search volume and Google Trends for “electric vehicle” are near all-time highs and Tesla’s market capitalization is higher than Ford and General Motors combined, according to Sentieo, an AI-enabled research platform.  “All of these are evidence that EVs are moving front and center in corporate conversations, consumer conversations, and in the markets,” said Nick Mazing, Director of Research at Sentieo.

ART + LUXURY + TECH: Replay Now Available — Richard Frerejean Taittinger

The art market is on the cusp of a revolution. Rapid democratization, just as in the world of luxury goods, will open up the pool of potential new collectors to include a much younger and geographically diverse demographic. At the same time, the old gallery model will be displaced by powerful e-commerce platforms that connect many more art buyers in far greater volume. Poised to drive further disruption is RICHARD TAITTINGER GALLERY, a global luxury art brand currently raising expansion capital.

IPO Edge, in partnership with RICHARD TAITTINGER GALLERY and The Palm Beach Hedge Fund Association, a Florida trade association for financial professionals, hosted a Webinar on Thursday, July 16, 2020 at 12pm EST/9am PST – Art + Luxury + Tech.  The event ran for approximately one hour, including a Q&A with the audience.

CLICK HERE TO WATCH THE WEBINAR WITH SLIDES

The Webinar featured Founder and CEO Richard Frerejean Taittinger, great grandson of the CHAMPAGNE TAITTINGER founder, whose tech-savvy Lower East Side New York gallery focuses on emerging and mid-career artists with global recognition.  In addition, Ernest Jacquet, Chairman of the Advisory Board, presented his case for becoming a significant investor in RTG last year.

RTG is finishing the final half of its $3 million expansion round to bolster its online platform, and for general working capital. RTG has already raised approximately 50% of its target from new and existing investors, including the Harvard Business School Alumni 

Webinar Replay: Activist Investing & ESG

CorpGov, PBHFA and Vinson & Elkins LLP hosted the second Webinar in their 2020 Governance Series on Tuesday, June 30, at 2pm EST: Activism and ESG.

A replay of the Webinar is available HERE. 

We discussed a range of corporate governance topics including activist behavior before and after the coronavirus pandemic, poison pills, the upcoming proxy season, board diversity, ESG as a pillar of future activist campaigns, and the Black Lives Matter movement within the context of ESG. The Webinar lasted 90 minutes, including a Q&A with the audience.

Panelists included:

  • Lawrence S. Elbaum, Partner and Co-Head of Shareholder Activism, Vinson & Elkins
  • Sarah E. Fortt, Counsel, Mergers & Acquisitions and Capital Markets, Vinson & Elkins
  • Amy Lissauer, Managing Director, Head of Activism and Raid Defense, Bank of America Securities, Inc.
  • Jessica Wirth Strine, Managing Partner & CEO, Sustainable Governance Partners LLC
  • Lyndon Park, Head of Governance Solutions, ICR Inc.
  • Soo Kim, Founding Partner, Managing Partner, and Chief Investment Officer, Standard General L.P.
  • Jared L. Landaw, Partner, Chief Operating Officer and General Counsel, Barington Capital Group, L.P.
  • Dan Zacchei, President, Special Situations, Sloane & Company
  • John Jannarone, Editor-in-Chief, CorpGov (Moderator)

Webinar Replay: IPO Summit Featuring Sidley, Nasdaq, MorganFranklin & ICR

 

The webcast, hosted in partnership with Sidley Austin LLP, MorganFranklin Consulting, Nasdaq, ICR, and The Palm Beach Hedge Fund Association, included two panel discussions, followed by a live Q&A session.

CLICK HERE TO DOWNLOAD THE 90 MINUTE EVENT

The panels covered the following topics:

  • Internal planning and readiness considerations
  • General and industry-specific considerations for companies planning to go public in 2020
  • Corporate governance/ESG considerations such as board composition and diversity
  • Traditional IPOs vs SPACs
  • The impact of volatility on investor appetite
  • Considerations for going public during election season

Panel participants included leading experts in IPO planning and execution, including:

  • Jeffrey Smith, Partner in Sidley Austin LLP’s M&A and Private Equity practice
  • Michael Heinz, Partner in Sidley Austin LLP’s Capital Markets practice
  • Karen Snow, Senior Vice President, Head of East Coast Listings & Capital Services, Nasdaq
  • Barbara Ard, Managing Director, Accounting & Transaction Services Lead, MorganFranklin Consulting
  • Lee Stettner, Co-Head of Capital Markets at ICR Capital
  • Kathleen Shelton Smith, Principal, Renaissance Capital
  • John Jannarone, Editor-in-Chief of IPO Edge

Webinar Replay: IPO Edge and Desert Hawk Gold – The Case for Gold in an Era of Unprecedented Money Printing

IPO Edge, in partnership with Desert Hawk Gold Corporation, owner of a fully-permitted, operating mine in Utah, and The Palm Beach Hedge Fund Association, a Florida trade association for financial professionals, hosted Webinar on Wednesday, June 24 at 4pm EST/1pm PST – The Case for Gold in an Era of Unprecedented Money Printing.

CLICK HERE TO WATCH A REPLAY OF THE WEBINAR

The Webinar featured Howard Crosby, Chairman of Desert Hawk Gold Corporation, an SEC reporting company that plans to list shares on a national exchange after the completion of its current offering.  The company will issue up to $10 million in shares to fund expansion of current mine assets, explore the Kiewit Mine, and for general working capital.

Palm Beach Hedge Fund Association and Off the Chain Capital Hosts “Turbulent Times: Why Add Bitcoin to Your Portfolio Now”

IPO Edge, in partnership with Off the Chain Capital, LLC, a digital currency & blockchain asset investment manager and The Palm Beach Hedge Fund Association, a Florida trade association for financial professionals, hosted a Webinar and audience Q&A on Tuesday, May 26 at 4pm EST – Turbulent Times: Why Add Bitcoin to Your Portfolio Now.

To watch a replay of the Webinar, please CLICK HERE 

SPACs – Can They Capitalize on the Current Environment?

IPO Edge and the Palm Beach Hedge Fund Association hosted a Webinar on Tuesday, April 14: SPACs – Can They Capitalize on the Current Environment? The Webinar, sponsored by Stifel and ICR, brought together investment bankers, advisors, and several senior executives with many years of collective experience running successful SPACs.

The Webcast replay is available here: WEBCAST REPLAY

Palm Beach Hedge Fund Association, CTEH, Nasdaq, and ICR Led First Webcast in “Reopening the Workplace” Series

CorpGov & The Palm Beach Hedge Fund Association Hosted Panel with CTEH®, Nasdaq, Columbia Property Trust and ICR As state and local governments across the country phase out restrictions and allow companies to reopen, business leaders must be prepared to meet varying regulatory compliance and employee safety

As state and local governments across the country phase out restrictions and allow companies to reopen, business leaders must be prepared to meet varying regulatory compliance and employee safety rules and protocols. To help them navigate this ever-evolving guidance, CorpGov moderated the first panel in the Reopening the Workplace series on Thursday, May 21, at 12:00 p.m. EDT. Highlights of the Webinar included a discussion of temperature checks, ventilation, communication formats, and the possibility of permanent remote work policies at companies like Twitter, Inc. and Shopify Inc., which recently made announcements on such plans.

To watch a replay of the Webcast please click here and use password: 1E&Jg^.5

The Palm Beach Hedge Fund Association, CorpGov, & V&E Webinar – Best Corporate Governance During Coronavirus Crisis and Beyond

The Palm Beach Hedge Fund Association & CorpGov welcomes you to watch and listen to a replay of Thursday’s Webinar: Best Corporate Governance Practices During the Coronavirus Crisis and Beyond, sponsored by Vinson & Elkins LLP.

Please follow this link for the replay, which includes a presentation deck (note audio begins after 30 seconds):

WEBINAR REPLAY LINK