Sohn London Investment Conference 2023: Carmignac On Merger Deals

HFA Padded
Jacob Wolinsky
Published on
Updated on
Global M&A

The following are notes from Fabienne Cretin Fumeron's presentation from the 10th Annual Sohn London Investment Conference, which took place on December 6th, 2023.

Fabienne Cretin Fumeron On Merger Deals

  • Fabian Cretin Fumeron, with 22 years of experience in merger and arbitrage at Carmignac.

Market Analysis and Focus on Merger Arbitrage:

  • Notable rise in interest rates in 2022, signaling the end of an era of easily available capital.
  • Emphasis on the importance of focusing on merger arbitrage strategies in the current market environment.

Merger Deals Overview:

HFA Padded

Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.comFD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.