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:
- Highlighted a significant deal...