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In this episode of the Capital Alliance Podcast, we sit down with Asif Suria, Founder and CEO of Inside Arbitrage, a leading research platform focused on event-driven investing strategies.

Asif brings a rare combination of deep technical expertise and decades of market experience. Starting his career in technology during the dot-com era, he transitioned into investing through some of the most volatile market cycles—from the dot-com crash to the Global Financial Crisis—before building Inside Arbitrage into a trusted platform used by professional investors worldwide.

We dive deep into event-driven investing, including merger arbitrage, spinoffs, insider trading signals, and activist strategies. Asif breaks down how he built proprietary tools to track hundreds of live deals, process SEC filings in real time, and generate high-quality investment ideas through data and pattern recognition.

He also shares how reading You Can Be a Stock Market Genius by Joel Greenblatt shaped his approach, why “seasons” exist within investing strategies, and how overlapping signals—like insider buying + spinoffs + M&A—can create asymmetric opportunities.

We cover:

- How Asif transitioned from tech to investing during the dot-com crash
Building Inside Arbitrage and turning it into a subscription business
- The fundamentals of merger arbitrage and how to track deal spreads
- Why insider buying can be powerful—but also misleading
- The concept of “idea generation” vs. conviction investing
- How macro environments impact strategy performance
- Real-world case studies combining multiple event-driven strategies
- Why timing and urgency matter in event-driven investing

This episode is a masterclass on finding non-obvious edges in public markets.

Follow Asif Suria:
Inside Arbitrage: https://www.insidearbitrage.com
X : https://x.com/AsifSuria
Asif's Book The Event Driven Edge in Investing : https://www.goodreads.com/book/show/201953634-the-event-driven-edge-in-investing

Follow Capital Alliance:
Capital Alliance on LinkedIn: https://www.linkedin.com/company/mycapital-alliance/
Capital Alliance on X : https://x.com/CapitalAll79917

Follow Ken Majmudar :
LinkedIn: https://www.linkedin.com/in/kenmajmudar/
Instagram: https://www.instagram.com/kenmajmudar/
Substack: https://compoundideas.substack.com/