The WCNY CFO Network (WhCFO) invite you to hear from some of the experts that are advising, assisting and/or leading companies through the latest trend in Wall Street.

SPAC stands for “Special Purpose Acquisition Company”. Since the start of 2020, investors have poured more than $130 billion into SPACs, “blank-check companies” traded on an exchange with the goal of merging with a private company to bring it public. It has been a go-to route for many startups, that have been able to raise a lot of capital in one big swoop. It has let amateur investors — long excluded from startup wealth creation—get in on the ground floor of disruptive businesses.

If you are wondering, what exactly this entails and how companies are evaluating the considerations in going public via SPAC, then please join us.

About the Speakers:
  • Allison Patti-Oliveira, Audit & Assurance partner at Deloitte & Touche LLP who specializes in the financial services industry and is the lead client service partner for two multi-national financial services companies. Allison most recently led the greater tri-state Accounting and Reporting Advisory group and is currently a partner on Deloitte’s national SPAC team. Allison specializes in complex accounting and reporting matters, including IPOs, merger and acquisitions, dispositions, Up-C and SPAC structures as well as internal controls. Allison was a Professional Accounting Fellow in the SEC’s Office of the Chief Accountant and also spent several years as a partner in Deloitte’s National Office Accounting and Reporting Services group.
  • Ronald Fleming, Partner, Pillsbury Winthrop Shaw Pittman, LLP – Leader of Pillsbury’s Emerging Companies team in New York, maintains a broad-based corporate practice that encompasses securities offerings and compliance, venture capital, mergers and acquisitions, and general corporate law. Ron also focuses on emerging private and public companies and the technology, biotechnology and telecommunications industries.
  • Tiffany Daniele, Chief Financial Officer, Union Square Hospitality Group – CFO of a special purpose acquisition company, Tiffany oversees USHG’s Accounting and Finance department and drives strategic financial planning and analysis, accounting and internal controls, and operations finance and tax to drive growth and profitability for the business.
  • Steven Tan, Co-Portfolio Manager & Director of Credit Research – Steven joined WCM as Senior Analyst in January 2012. He graduated from Wesleyan University with a B.A. in Mathematics and Economics, and received his MBA from the Harvard Business School. After graduating from college, Steven started his career as a M&A analyst at Dresdner Kleinwort Wasserstein. After graduate school, he joined Avenue Capital where he was a senior analyst in the Event-driven Group and later in the High Yield and Distressed Group. From 2009 to 2011, he served as a member of the board of directors of Magnachip Semiconductor.
Tuesday, March 30, 2021
5:00 PM ET - 6:30 PM ET

WCNY Supporting Members - $10 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $20
Gold & Benefactor Members - $0

Meeting Access Information:
A link, accessible by personal computer, tablet or smartphone, will be emailed to all registered guests 24-48 hours prior to the event to the "Primary Email" address listed in your profile.  Please login to update your profile and confirm that the email address listed is correct.  We will attempt to provide the ability to ask questions at the end of the presentation and time permitting.

Click here to register. Please register early as events can and do sell out quickly.

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Pre-registration is required.  Registration is subject to availability and will close on Tuesday, March 30th at 9:00am.

Cancellations must be made at least 48-hours (business day) prior to the event date by sending an email to Gabriela Sanchez. Refunds or credits for future events are not available for any no-shows or late cancellations. Click here for full details.