Josh Fagen

Senior Director, Strategic Initiatives



Josh Fagen, CFA, is the Senior Director, Strategic Initiatives at SoFi. Since joining the fintech company in November 2019, Josh focuses range from competitive analysis and strategy, to internal finance and investor-facing projects. Most recently, Josh led SoFi's SPAC merger and shareholder vote process, and has since developed a full-service product offering to help other companies going through this process. Prior to SoFi, Josh spent 20+ years as a Sell-Side and Buy-Side research analyst with a focus on cross-capital structure analysis of domestic and European Telecoms and Media companies, with firms such as Goldman Sachs, Merrill Lynch, UBS and most recently, Citadel. Josh graduated Brandeis University with a BA with Honors in Economics and is a Chartered Financial Analyst.


4:25 PM - 5:05 PM

Thursday June 24, 2021

The Special Meeting to Approve the Merger - How to Handle Retail Investors

  • How have shareholder meetings changed in 2021
  • What to expect and how to prepare for the retail battle
  • Who are the new shareholders buying
  • How much time is needed to solicit votes to approve the business combination
View Full Agenda