The ArbCast

About The ArbCast

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

Publisher

Water Island Capital

Category

business

Language

en

Explicit

No

First episode

5 Dec 2019

Latest episode

20 Feb 2026

Latest episodes

26 episodes in the feed.

1. 

   20 Feb 2026

   Episode 26: Merger Momentum - The Bull Case Continues

   In this Episode, Co-CIO and Portfolio Manager Matt Osowiecki explores the drivers behind the Arbitrage Fund's strong performance in 2025, the tailwinds fueling today's deal environment, and why the bull case is poised to continue in 2026.

2. 

   2 Sept 2025

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

   In this episode, Portfolio Managers Eric Becker and Chris Plunkett discuss how AltShares Merger Arbitrage ETF has delivered differentiated returns since inception and why regulatory changes have created a favorable environment for mergers and acquisitions.

3. 

   18 Sept 2024

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

   Matt Osowiecki, Co-CIO of Water Island Capital and Portfolio Manager on the Arbitrage Fund, discuss the current landscape for merger arbitrage and how the election may create a more favorable environment for the strategy.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

3 ratings

Contact The ArbCast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.