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Distressed Investing and Restructuring Opportunities
Explore the complete lifecycle of distressed investing—from early warning signals to advanced restructuring strategies—plus legal frameworks, ESG considerations, and modeling approaches.
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Merger Arbitrage, Spin-Offs, and Divestitures
Explore how merger arbitrage strategies capture pricing inefficiencies in M&A deals, the mechanics of spin-offs and divestitures, and critical contractual clauses that shape event-driven investment opportunities.
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Capital Structure Arbitrage and Litigation Finance
Explore how investors use capital structure arbitrage to profit from mispricings across debt and equity layers, and discover how litigation finance offers a unique, uncorrelated return stream by funding legal claims in exchange for a share of potential awards.
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Risks, Returns, and Portfolio Considerations
Explore how special situations and event-driven strategies fit into a portfolio, focusing on risk types, liquidity, leverage challenges, and key due diligence considerations.
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Post-Bankruptcy Equities and Turnarounds
Dive deep into post-bankruptcy equities and explore the nuances of turnaround strategies, capital structure revitalization, and critical due diligence steps for newly reorganized companies.
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Asset-Based Lending and Collateral Coverage
A comprehensive guide to Asset-Based Lending and Collateral Coverage, exploring ABL fundamentals, risk factors, and strategies for managing collateral in special situations.
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Activist Investing in Special Situations
Explore how activist investors influence corporate strategy and governance to unlock shareholder value, including tactics, risks, and best practices for successful engagements.
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Regulatory Timelines and Transactional Complexities
Explore the intricacies of regulatory approvals, bridging strategies, and stakeholder communication in event-driven and special situation deals.
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Liquidations and Receiverships
Explore how liquidations and receiverships function in event-driven strategies, focusing on voluntary vs. involuntary liquidations, court-appointed trustees, hierarchical payouts, and opportunities for investors seeking distressed assets.
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Secondary Market for Trade Claims
Explore how trade claims owed by bankrupt companies can be sold in a dynamic secondary market, allowing suppliers rapid liquidity while offering specialized investors unique opportunities.
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Leveraged Recapitalizations and PIK Structures
Explore the strategic rationale, mechanics, and risks behind Leveraged Recapitalizations and Payment-in-Kind Debt, including real-world examples and best practices for CFA candidates and finance professionals.
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Shareholder Activism Tactics and Outcomes
Shareholder activism strategies—constructive or adversarial—can reshape corporate policies, board structures, and valuation outcomes. Explore tactics, best practices, global considerations, pitfalls, and real-world examples.
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Hostile Takeovers and Proxy Contests
Explore the sequence, defensive measures, and dynamics behind hostile takeovers and proxy contests, including real-world examples, strategic considerations, and stakeholder impacts.
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Cross-Border M&A and Currency Risks
Explore the complexities of cross-border M&A, from legal and political challenges to exchange rate hedging strategies and cultural integration best practices.
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Splits, Reverse Splits, and Special Dividends
A comprehensive exploration of stock splits, reverse splits, and special dividends within event-driven strategies, including their mechanics, rationales, tax considerations, and implications for portfolio management.
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Legal and Compliance Issues in Event-Driven Deals
Explore essential legal and compliance considerations in event-driven transactions, covering insider trading regulations, NDAs, fairness opinions, cross-border frameworks, litigation risks, and best practices for professionals in alternative investments.