Water Island Capital

The ArbCast

Business EN ↓ 26 episodes

Concise and timely insights into the world of event-driven investing.

Author

Water Island Capital

Category

Business

Podcast website

arbitragefunds.com

Latest episode

Feb 20, 2026

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Episodes

Episode 26: Merger Momentum - The Bull Case Continues 20.02.2026

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 25: Mergers, Milestones, and Momentum - AltShares Merger Arbitrage ETF Celebrates Five Strong Years 02.09.2025

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 24: The Election’s Impact on Merger Arbitrage: A Window of Opportunity? 18.09.2024

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 23: Merger Arbitrage - Could a Regulatory Sea Change Lead to Smoother Sailing Ahead? 16.01.2024

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 22: Merger Arbitrage - Regulatory Turbulence Creating Rare Investment Opportunities 09.06.2023

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 21: Catalyst-Driven Credit - 2023 Outlook 23.02.2023

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 20: Catalyst-Driven Credit - Mid-Year Update and Outlook 01.08.2022

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 19: Merger Arbitrage - Taking Advantage of Market Dislocations 26.05.2022

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 18: AltShares Merger Arbitrage ETF - Differentiated Returns in Difficult Markets 04.03.2022

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 17: Merger Arbitrage Strategy Update 02.02.2022

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 16: 2022 Outlook - Headwinds for Core Bonds and a Fixed Income Alternative to Consider 07.01.2022

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 15: AltShares Merger Arbitrage ETF's One-Year Anniversary 23.07.2021

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 14: A Conversation About Alternatives, featuring The Bahnsen Group and Sarian Strategic Partners 11.06.2021

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 13: A Potential Fixed Income Solution in a Rising Rate Environment 25.03.2021

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 12: Outlook for 2021 - Event-Driven Investing Under a New Administration 29.01.2021

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 11: Water Island Credit Opportunities Fund Update and Outlook 15.10.2020

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 10: Water Island Event-Driven Fund Update and Outlook 07.10.2020

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 9: Celebrating 20 Years of Event-Driven Investing 17.09.2020

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 8: Credit Opportunities Strategy Mid-Year Update and Outlook 22.07.2020

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 7: Merger Arbitrage Strategy Mid-Year Update and Outlook 22.07.2020

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 6: Catalyst-Driven Long/Short Strategy Update 16.04.2020

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 5: Credit Opportunities Strategy Update 15.04.2020

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 4: Merger Arbitrage Strategy Update 13.04.2020

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 3: Market Update 27.03.2020

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

Episode 2: Trade Wars vs. M&A 30.12.2019

The discussion of market trends and companies throughout this commentary are not intended as advice to any person regarding the advisability of investing in any particular security or strategy. Our views, opinions and estimates are a reflection of our best judgment at the time of the commentary and are subject to change any time based on market and other conditions. Past performance is no guarante...

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