Bonus Interview-Stacking Merger Arbitrage with Corey Hoffstein

In this special interview, Corey Hoffstein sits down with Advisor Analyst to discuss merger arbitrage and its role in portfolio diversification. Corey breaks down how investors can capture the residual spread in merger deals, comparing the strategy to traditional credit markets, and explaining how return stacking and portable alpha can enhance portfolio efficiency. Originally recorded for Advisor Analyst (advisoranalyst.com), this conversation offers valuable insights for investors exploring alternative risk premia and advanced portfolio construction techniques.

Speakers

AI Chat

Corey Hoffstein

Host • 90%

Unidentified

Unidentified

Chapters

0:00	Introduction and mission statement
2:14	Merger arbitrage: Explanation, diversification benefits, and risk premium
9:44	Merger arbitrage in financial advisory
12:15	The return stacking approach and democratizing institutional strategies
15:34	Call to action and closing remarks

Transcript

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