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The views expressed by the speakers do not necessarily reflect the views or policies of CFA Society Colorado, its Board of Directors or its members. CFA Society Colorado does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

SPACs and Spirits: A Night of ‘Blank Checks’ and Bourbon

 

May 20, 2021
6:00 PM - 7:30 PM
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SPACs and Spirits: A Night of ‘Blank Checks’ and Bourbon

Vivaldi Asset Management cordially invites you to join us for a night of ‘SPACs and Spirits,’ an informational session covering one of the hottest topics in finance today coupled with a sommelier led whiskey tasting curated for the CO CFA Society.

Agenda:

  1. Welcome, Opening Remarks, 6:00 -6:05PM| Devin Iafelice
  2. The Specialization of Vivaldi Asset Management, 6:05 – 6:10PM | Christian Lena
  3. SPACs, SPACs, and More SPACs, 6:10 – 6:25PM | Dan Lancz
  4. Sommelier Led Whiskey Tasting, 6:25 – 7:25PM |Koray Kaan Ozdemir, Certified Whiskey Specialist
  5. Closing Remarks, 7:25 – 7:30PM | Devin Iafelice

Why Attend?

  • Gain a brief synopsis of Vivaldi's expertise and why our strategies remain compelling in today's environment.
  • Gain practical knowledge concerning the structure and markets for Special Purpose Acquisition Companies (SPACs), or ‘blank-check‘ companies from seasoned industry veteran Dan Lancz.
  • Most importantly, enjoy an atypical night from “standard” zoom programming sampling fine whiskeys including Eagle Rare 10 YR, Elijah Craig Small Batch, and Widow Jane Rye with accompanying color from whiskey sommelier Koray Kaan Ozdemir – questions thoroughout the tasting are welcomed and encouraged!

*Please Note: an address will be requested in the registration link in order to ship the whiskey tasting materials directly to a location of your choice*

Speakers:
Devin Lafelice / Portfolio Consultant
Devin works closely with Christian Lena, assisting with client relations as well as spearheading business development in the western United States. Prior to Vivaldi, Devin spent approximately 5 years as an independent financial advisor first with Invest Financial Corporation then transitioning to LPL Financial following Invest’s acquisition in 2018. Additionally, Devin achieved a B.A. in History and Foreign Affairs at John Carroll University in Cleveland, Ohio, his hometown which he refers to as the “Paris of the Midwest.” Outside of professional life, Devin maintains a passion for competitive fitness, the hospitality industry, and all things Cleveland.

 Christian Lena / Global Head of Investor Relations
Christian is responsible for client relations and business development at Vivaldi Asset Management. Prior to Vivaldi, he held leadership roles in investor relations and fundraising activities at both ALPHA TITANS LLC and Aeon Capital. Christian began his career in the financial markets as a professional equities trader with Lightspeed Trading.  Additionally, Christian has completed the Global Investment Risk Management Programme at the University of Oxford’s Saïd Business School, achieved the Certificate in Quantitative Finance (CQF) and an MHA from the Price School of Public Policy at the University of Southern California, where he was a Merit Scholar. 

 Dan Lanez / Co-Portfolio Manager
Dan began working on the merger arbitrage strategy back in 2002. Today he oversees investment research for the Fund, along with acting as Co-PM for the strategy at the firm. Prior to joining Vivaldi, he served as Director of Research for Glenfinnen Capital, LLC. He was also previously Director of Research of a separate merger arbitrage hedge fund, Augusta Capital Management. 

 Koray Kaan Ozdemir

Koray Kaan Ozdemir is a globetrotting, WSET Level 3 In Spirits certified whisky specialist, and consultant, who has made his home in San Francisco by way of Turkey. He is currently spreading the word for Paul John Indian Single Malt Whisky as the brand’s West Coast Regional Manager. Additionally, Koray has also been a judge in various whisky and cocktail competitions in Europe and Whiskies of the World Awards after he moved to the US. His passion for whisky shines through all his activities and he never misses a chance not only to drink a dram but also to share with you why the dram you are drinking with him is important and delicious.

If there are any questions concerning the event, please email Devin Iafelice at [email protected].

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Tickets

$25.00 Member Ticket