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Capital Allocators – Inside the Institutional Investment Industry

Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Business, Investing

4.7841 Ratings

🗓️ 16 October 2023

⏱️ 49 minutes

🧾️ Download transcript

Summary

Isaac Corre is the founder, CEO, and Portfolio Manager of Governors Lane, a hedge fund he launched in 2015 focused on event-driven strategies. Isaac describes himself as the least likely person to end up on Wall Street, coming to the business from an academic family and a legal background before finding a passion for the business.



Our conversation covers where event-driven investing was twenty years ago and where opportunities and challenges lie today across the disciplines of merger arbitrage, event-driven equities, and event-driven credit. Isaac brings the kind of thoughtful and methodical insights to event-driven investing that are required to succeed in the discipline.



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Transcript

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0:00.0

Capital Allocators is brought to you by Ten East, an investment platform for sophisticated investors to access private markets.

0:10.5

Ten East brings benefits of having your own family office without the cost and headaches of doing so.

0:16.8

It's founded and led by Michael LaFelle, former deputy executive managing member of Davidson Kempner.

0:24.2

Michael and his investment team offer members the opportunity to co-invest by offering at their

0:29.1

discretion. Michael and his team source, diligence, and commit material personal capital to each

0:35.3

investment. The opportunities shared on the Ten East platform

0:38.9

offer exposure to private credit, real estate, niche venture and private equity, and other

0:44.5

idiosyncratic investments that typically aren't available through traditional channels.

0:49.2

The principles have over a decade track record of investing in these types of exposures

0:53.5

across more than 350

0:55.7

transactions. Post-investment, the Tennis team conducts ongoing monitoring and reporting,

1:01.8

just as you'd expect from an institutional investment organization. I've known Michael for about a

1:07.0

decade, and after becoming impressed by the quality of 10 East offerings, its research

1:11.6

process, and high-quality investment team, I became an advisor to the organization, an investor

1:17.1

in multiple offerings. You can learn more and join me as a member at 10-east.com. That's the number 10,

1:25.4

east.co.

1:34.0

Capital Allocators is also brought to you by SRS Aquium.

1:37.8

Want to make sure your M&A processes aren't stuck in the past?

1:44.0

How about partnering with a company that's been defining the future of dealmaking for nearly two decades instead. When it comes to M&A

1:46.1

innovation, SRS Aquium has reshaped the way deals get done more than anyone else, streamlining

1:52.7

processes for maximum efficiency and minimum headaches. Professional shareholder representation,

1:59.4

online M&A payments, digital stockholder solicitation,

...

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