Evercore Edge

In this episode, senior managing directors and founders of Evercore’s Private Funds Group, Alex Russ, Anisa Javeri and Jennifer McBride, discuss the dynamics of the private fundraising market and share perspectives on its future.

Alex Russ – Senior Managing Director

Jennifer McBride – Senior Managing Director

Anisa Javeri – Senior Managing Director

Hilary LaBrash – Managing Director

© Evercore Inc. 2024. 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, Naveen Nataraj, Co-Head of U.S. Investment Banking, discusses the current state of today’s investment banking activity and delves into equity and debt capital markets and sponsor activity with Carolyn Crooks, Jason Fournier and David Lischer.

Naveen Nataraj – Co-Head of Investment Banking, U.S.

Carolyn Crooks – Senior Managing Director, Financial Sponsors

Jason Fournier – Senior Managing Director, Equity Capital Markets

David Lischer – Senior Managing Director, Debt & Structured Equity

© Evercore Inc. 2024. 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 Joy Savchenko, Senior Managing Director in the Private Capital Advisory group, sat down with Nigel Dawn, Global Head of Private Capital Advisory group, to discuss the evolution of the secondaries market, its growth story and new innovations ahead this year.

© Evercore Inc. 2024. 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 Neil Shah, Co-Head of the Financial Sponsors Group, interviews Jim Neary, Co-Head of U.S. Private Equity and member of the Executive Management group at Warburg Pincus, to discuss his views on the private equity market environment as we head into 2024.

Panel:

• Neil Shah – Senior Managing Director and Co-Head of the Financial Sponsors Group at Evercore
• Jim Neary – Co-Head of U.S. Private Equity and member of the Executive Management group at Warburg Pincus

© 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.

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.

Panel:

• 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.

Panel:

• 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.

Panel:

• 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
• Drew Figdor – Manager and General Partner of TIG Advisors
• Nikos Panagiotopoulos – Managing Director and Partner at HBK

© 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.

Panel:

• 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.

Guests:

• 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.

Guests:

• 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.

Guests:

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.