Evercore Edge

Roger Altman, Founder and Senior Chairman of Evercore, and Jason Sobol, Co-Head of U.S. Investment Banking, discuss the potential economic impacts of recent geopolitical unrest, how clients should navigate the upcoming U.S. presidential election year and a state of the union on the investment banking industry.

Roger Altman – Founder and Senior Chairman of Evercore

Jason Sobol – Senior Managing Director and Co-Head of U.S. Investment Banking at Evercore

© Evercore Inc. 2023. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Dan Mendelow interviews restructuring and liability management expert David Ying on the current landscape and explores themes impacting the industry.

Dan Mendelow – Senior Managing Director and Co-Head of U.S. Investment Banking at Evercore

David Ying – Senior Managing Director at Evercore

© Evercore Inc. 2023. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Drew Figdor, manager and general partner of TIG Advisors, and Nikos Panagiotopoulos, managing director and partner at HBK, join Evercore's Bill Anderson and Mike Craig to discuss arbitrage trading in today’s challenging M&A environment.

Bill Anderson – Senior Managing Director and Global Head of Strategic, Defense & Shareholder Advisory at Evercore

Mike Craig – Senior Managing Director and Head of Evercore ISI Special Situations & Merger Arbitrage Trading

© Evercore Inc. 2023. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Evercore's Jonathon Kaufman and James West discuss investable themes in the energy transition with Mike Hill, head of CPP's sustainable energy team, and Yves Siegel, founder and CEO of Siegel Asset Management.

Jonathon Kaufman – Senior Managing Director in Investment Banking at Evercore

James West – Senior Managing Director in Equities at Evercore

Mike Hill – Head of CPP's Sustainable Energy Team

Yves Siegel – Founder and CEO of Siegel Asset Management

© Evercore Inc. 2023. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

In this episode of Evercore Edge, Kristy Grippi, Evercore's head of equity capital markets, discusses the market outlook for 2023 with Julian Emanuel, George Ibrahim, Rich Ross, Crystal Simpson and Gloria Tang.

Julian Emanuel – Head of Equity, Derivatives and Quantitative Strategy at Evercore ISI

George Ibrahim – Head of Evercore's Equity Capital Markets Syndicate

Rich Ross – Head of Quantitative Analysis at Evercore ISI

Crystal Simpson – Head of the Traditional Energy and Clean Energy Sectors on Evercore's Equity Capital Markets Team

Gloria Tang – Head of the Biotech Sector on Evercore's Equity Capital Markets Team

© Evercore Inc. 2023. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

In our second episode of Evercore Edge – a special double-feature of our new thought leadership podcast – Bill Anderson interviews BlackRock’s Michelle Edkins, Teneo’s Gaby Sulzberger, Wachtell Lipton’s Sabastian Niles and Evercore’s Zach Oleksiuk on how the landscape for U.S. public company boards has fundamentally changed, the trends that we expect to accelerate with new universal proxy card rules and how companies should prepare for what comes next.

Michelle Edkins – a Managing Director at BlackRock, responsible for institutional relations, policy on stewardship issues, and communications related to BlackRock’s investment stewardship perspectives and activities;

Gaby Sulzberger – Chair of Teneo’s Global ESG Advisory practice and a seasoned financial executive who’s served on the Boards of many blue chip companies including Whole Foods, MasterCard, Eli Lilly, Warby Parker and others;

Sabastian Niles – a Partner at Wachtell, Lipton, Rosen & Katz specializing in shareholder and stakeholder activism, proxy fights, ESG and M&A; and

Zach Oleksiuk – a Managing Director in Evercore’s Strategic Shareholder Advisory practice specializing in shareholder engagement, corporate governance, ESG and IR

© Evercore Inc. 2022. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

In our inaugural episode, Bill Anderson interviews Evercore’s experts Roger Altman, Krishna Guha and Naveen Nataraj on the current state of today’s economy/market and the impact it has on the M&A markets and clients’ abilities to affect deals.

Bill Anderson – Senior Managing Director and Global Head of Strategic, Defense & Shareholder Advisory at Evercore

Roger Altman – Founder and Senior Chairman of Evercore

Krishna Guha – Vice Chairman of Evercore ISI and Head of the Global Policy and Central Bank Strategy Team

Naveen Nataraj – Co-head of Evercore’s U.S. Advisory Business and Senior Managing Director of Technology, Telecommunications and Media

This podcast was recorded on September 12, 2022.

© Evercore Inc. 2022. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.