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 NEWS: WALL STREET TRANSCRIPT
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   NEWS: WALL STREET TRANSCRIPT
Wall Street Transcript
Nov 08, 2019

Combining Behavioral Analysis and Fundamental Research
The post Combining Behavioral Analysis and Fundamental Research appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 08, 2019

Troegle, Brandon L.
Brandon L. Troegle, CFA, CAIA, is Managing Director of Hillcrest Asset Management. He has 17 years' experience. Earlier, he was an equity analyst at Morningstar and securities analyst at Bank of America. He received an MBA from Cox School of Business, Southern Methodist University and a bachelor's degree in business administration and history from Austin […]

The post Troegle, Brandon L. appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 08, 2019

Identifying the Best Small-Cap Growth Companies
The post Identifying the Best Small-Cap Growth Companies appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 08, 2019

Rose, David
David Rose, CFA, is a Senior Vice President, Senior Investment Officer and a Managing Director of Granahan Investment Management — GIM. He is also the Portfolio Manager for GIM's Select Opportunities strategies, as well as overseeing a portion of the multimanaged small-cap and smid-cap portfolios. He joined GIM in 2015 with over 16 years' industry […]

The post Rose, David appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 08, 2019

Focusing on Company Management and Business Models in the Microcap Space
The post Focusing on Company Management and Business Models in the Microcap Space appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 08, 2019

Ewing, Tim
Tim Ewing is a Managing Director in Mesirow Financial's Wealth Advisors group. He is the Portfolio Manager for the U.S. Micro Cap Equity portfolio. Mr. Ewing has more than 23 years of investment management experience. Prior to joining Mesirow Financial in 2003, he was a portfolio manager for the large, balanced and small-cap portfolios of […]

The post Ewing, Tim appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 08, 2019

Anticipating Declines and Using Them as Buying Opportunities
The post Anticipating Declines and Using Them as Buying Opportunities appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 07, 2019

Grandeur Peak Global Advisors Scour the Planet Picking Top Stocks for their Investor Portfolios
        Mark Madsen, CFA, is a Portfolio Manager and Senior Research Analyst at Grandeur Peak Global Advisors. He works on the Grandeur Peak Global Reach Fund (MUTF:GPROX), Grandeur Peak International Opportunities Fund (MUTF:GPIOX) and Grandeur Peak Global Contrarian Fund (MUTF:GPGCX). He is also a senior research analyst with a specialty focus on the […]

The post Grandeur Peak Global Advisors Scour the Planet Picking Top Stocks for their Investor Portfolios appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 07, 2019

Gabelli Asset Managers Melody Prenner Bryant and Christina Alfandary Pick ESG Winners for their Portfolio
    Melody Prenner Bryant joined Gabelli Asset Management Company in 2018 as a Portfolio Manager and recently also joined the portfolio management team of the Gabelli ESG Fund in February 2019. Ms. Bryant has almost 30 years of experience as a Portfolio Manager, having begun her career as a security analyst for Oppenheimer Capital Corp. […]

The post Gabelli Asset Managers Melody Prenner Bryant and Christina Alfandary Pick ESG Winners for their Portfolio appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 07, 2019

Waste Management (NYSE:WM) and Bright Horizons Family Solutions (NYSE:BFAM) are Two Top Picks from this BMO Global Portfolio Manager
David Corris, CFA, is Head of Disciplined Equities and Portfolio Manager, Disciplined Equities at BMO Global Asset Management. Mr. Corris heads the BMO Disciplined Equity Team and is responsible for equity portfolio management and research. He joined the company in 2008. Mr. Corris began his investment management career in 1999 and was a quantitative equity […]

The post Waste Management (NYSE:WM) and Bright Horizons Family Solutions (NYSE:BFAM) are Two Top Picks from this BMO Global Portfolio Manager appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 29, 2019

Illumina (NASDAQ:ILMN) Has a New Complementary Technology Produced by Bionano Genomics (NASDAQ:BNGO)
Erik Holmlin, President and Chief Executive Officer of Bionano Genomics, Inc. (NASDAQ:BNGO), has more than two decades of experience developing innovative solutions and companies in the life sciences and health care industries. His experience includes positions at GenVault Corporation as CEO, Exiqon A/S as CCO and Becton Dickinson as Vice President of Marketing and Development. […]

The post Illumina (NASDAQ:ILMN) Has a New Complementary Technology Produced by Bionano Genomics (NASDAQ:BNGO) appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 29, 2019

BMO Capital is Increasing Return in an Increasing Volatility Stock Market Environment
David Corris, CFA, is Head of Disciplined Equities and Portfolio Manager, Disciplined Equities at BMO Global Asset Management. Mr. Corris heads the BMO Disciplined Equity Team and is responsible for equity portfolio management and research. He joined the company in 2008. Mr. Corris began his investment management career in 1999 and was a quantitative equity […]

The post BMO Capital is Increasing Return in an Increasing Volatility Stock Market Environment appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 29, 2019

Danone Gets Top Marks from these Professional Stock Pickers for Its ESG Management
Melody Prenner Bryant joined Gabelli Asset Management Company in 2018 as a Portfolio Manager and recently also joined the portfolio management team of the Gabelli ESG Fund in February 2019. Ms. Bryant has almost 30 years of experience as a Portfolio Manager, having begun her career as a security analyst for Oppenheimer Capital Corp. She then […]

The post Danone Gets Top Marks from these Professional Stock Pickers for Its ESG Management appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 29, 2019

Grandeur Peak Finds Hidden Gems for Its Investors in Global Small Cap Screening Process
    Mark Madsen, CFA, is a Portfolio Manager and Senior Research Analyst at Grandeur Peak Global Advisors. He works on the Grandeur Peak Global Reach Fund (MUTF:GPROX), Grandeur Peak International Opportunities Fund (MUTF:GPIOX) and Grandeur Peak Global Contrarian Fund (MUTF:GPGCX). He is also a senior research analyst with a specialty focus on the industrials, […]

The post Grandeur Peak Finds Hidden Gems for Its Investors in Global Small Cap Screening Process appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 25, 2019

Looking for Undiscovered Gems in the Small-Cap Space
The post Looking for Undiscovered Gems in the Small-Cap Space appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 25, 2019

Putting a Premium Valuation on Companies Managing Their Own ESG Risk
The post Putting a Premium Valuation on Companies Managing Their Own ESG Risk appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 25, 2019

Nielson, Dane
Dane Nielson is a Research Analyst at Grandeur Peak Global Advisors. Mr. Nielson is a global research analyst covering Australia, New Zealand, Canada, Latin America, the Middle East and Africa. He is also Lead Analyst on the Grandeur Peak Global Contrarian Fund (MUTF:GPGCX). He joined Grandeur Peak Global Advisors in 2017. Mr. Nielson received a […]

The post Nielson, Dane appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 25, 2019

Madsen, Mark
Mark Madsen, CFA, is a Portfolio Manager and Senior Research Analyst at Grandeur Peak Global Advisors. He works on the Grandeur Peak Global Reach Fund (MUTF:GPROX), Grandeur Peak International Opportunities Fund (MUTF:GPIOX) and Grandeur Peak Global Contrarian Fund (MUTF:GPGCX). He is also a senior research analyst with a specialty focus on the industrials, energy and […]

The post Madsen, Mark appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 25, 2019

Outperforming Over the Long Run with Significantly Lower Risk
The post Outperforming Over the Long Run with Significantly Lower Risk appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 25, 2019

Prenner Bryant, Melody
Melody Prenner Bryant joined Gabelli Asset Management Company in 2018 as a Portfolio Manager and recently also joined the portfolio management team of the Gabelli ESG Fund in February 2019. Ms. Bryant has almost 30 years of experience as a Portfolio Manager, having begun her career as a security analyst for Oppenheimer Capital Corp. She […]

The post Prenner Bryant, Melody appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 25, 2019

Recent IPOs
The post Recent IPOs appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 25, 2019

Interview with the President and CEO: Bionano Genomics, Inc. (NASDAQ:BNGO)
The post Interview with the President and CEO: Bionano Genomics, Inc. (NASDAQ:BNGO) appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 25, 2019

Interview with the CFO and Director: Cango Inc. (NYSE:CANG)
The post Interview with the CFO and Director: Cango Inc. (NYSE:CANG) appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 25, 2019

Holmlin, Erik
Erik Holmlin, President and Chief Executive Officer of Bionano Genomics, Inc. (NASDAQ:BNGO), has more than two decades of experience developing innovative solutions and companies in the life sciences and health care industries. His experience includes positions at GenVault Corporation as CEO, Exiqon A/S as CCO and Becton Dickinson as Vice President of Marketing and Development. […]

The post Holmlin, Erik appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 25, 2019

Zhang, Yongyi
Yongyi Zhang has served as the Chief Financial Officer and a Director of Cango Inc. since 2018. Prior to joining the company, he served as an executive director of Zhongde Securities Co., Ltd. from 2010 to 2018. From 2001 to 2010, Mr. Zhang served as a senior manager of China Galaxy Securities Co., Ltd. From […]

The post Zhang, Yongyi appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 24, 2019

Mizuho Americas Stock Picker Sees Biotech M&A Prospects as Drug Trials Proceed and Stock Prices Stall
Difei Yang, Ph.D., is Managing Director of Equity Research at Mizuho Americas, Research Division. Dr. Yang has been covering the biotech and pharma sector for nearly a decade, most recently as Managing Director at Aegis Capital. She also worked in senior equity analyst roles at Brean Capital, R.F. Lafferty, WallachBeth Capital and Auriga Global Investors. […]

The post Mizuho Americas Stock Picker Sees Biotech M&A Prospects as Drug Trials Proceed and Stock Prices Stall appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 24, 2019

Biotech M&A Set to Increase as Drug Trials Proceed and Stock Prices Stall
Difei Yang, Ph.D., is Managing Director of Equity Research at Mizuho Americas, Research Division. Dr. Yang has been covering the biotech and pharma sector for nearly a decade, most recently as Managing Director at Aegis Capital. She also worked in senior equity analyst roles at Brean Capital, R.F. Lafferty, WallachBeth Capital and Auriga Global Investors. […]

The post Biotech M&A Set to Increase as Drug Trials Proceed and Stock Prices Stall appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 21, 2019

Amazon (NASDAQ:AMZN), Whole Foods, Costco (NASDAQ:COST) and Target (NYSE:TGT) Are the Customers of this Top Investment Company Pick
Mark Watson is Managing Director of the Boston Impact Initiative Fund, which offers blended capital to address the racial wealth gap in eastern Massachusetts. He is also the Founder of Keel Asset Management LLC, a financial advisory firm that provides socially responsible financial planning and investment advisory services to nonprofits, public and corporation pension plans. He […]

The post Amazon (NASDAQ:AMZN), Whole Foods, Costco (NASDAQ:COST) and Target (NYSE:TGT) Are the Customers of this Top Investment Company Pick appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 21, 2019

ESG Investing Portfolio Manager Details Several of His Current Top Picks
Pedro Marcal is the Director of International Equities and a Portfolio Manager at Foresters Investment Management Company, Inc. — FIMCO — and joined the firm in May 2018. Previously, he was a portfolio manager of global and international products at Fred Alger Management, where he worked for more than five years. Before that he was a […]

The post ESG Investing Portfolio Manager Details Several of His Current Top Picks appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 17, 2019

Amyotrophic Lateral Sclerosis Treatment and Other Genetic Fixes From this Carlsbad Biotech
Brett P. Monia, Ph.D., is a Founding Member of Ionis Pharmaceuticals, Inc., where he is currently the Chief Operating Officer. He will assume the role of Chief Executive Officer of Ionis in January 2020. Dr. Monia has extensive experience across a range of therapeutic areas, including oncology, metabolic disease, inflammation, neurological disease and cardiovascular disease, […]

The post Amyotrophic Lateral Sclerosis Treatment and Other Genetic Fixes From this Carlsbad Biotech appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 17, 2019

Immuno-Oncology Innovator Looks to Start Three Clinical Studies
Gerrit Dispersyn is President and CEO of Phio Pharmaceuticals Corp. He joined Phio Pharmaceuticals Corp. in April 2017. Dr. Dispersyn is an accomplished leader in clinical, product and business development. He most recently was Vice President, Global Head of Clinical Affairs at Integra LifeSciences Corporation. In this role, he was responsible for Integra's global strategy and […]

The post Immuno-Oncology Innovator Looks to Start Three Clinical Studies appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 17, 2019

Ewing Sarcoma Treatment and More Potential Cancer Cures From this San Diego Biotech
Dr. James Breitmeyer has been President, Chief Executive Officer and Director of Oncternal Therapeutics, Inc. — formerly Tokalas, Inc. — since September 2015. Dr. Breitmeyer is a veteran biotech executive with experience successfully starting and growing biotechnology organizations. He has been responsible for both the development and implementation of both operational and drug development strategies, as […]

The post Ewing Sarcoma Treatment and More Potential Cancer Cures From this San Diego Biotech appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 10, 2019

Pamela Palmer, M.D., Ph.D., Has Developed a New Wonder Drug for her Company
Pamela P. Palmer, M.D., Ph.D., has been Chief Medical Officer and Co-Founder of AcelRx Pharmaceuticals, Inc. since she co-founded the company in July 2005. Earlier, she was an anesthesiologist at University California San Francisco — UCSF. She was director of the UCSF Pain Center for Advanced Research and Education — PainCARE — between 2005 and […]

The post Pamela Palmer, M.D., Ph.D., Has Developed a New Wonder Drug for her Company appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 10, 2019

Norepinephrine Control Drug Leads to Department of Defense Contract for this Biotech Stock
Dr. Vimal Mehta is CEO and Co-Founder of BioXcel Therapeutics, Inc. He has over two decades of experience in the pharma and biotech industry. He also has been Senior Vice President of Business Development at Inpharmatica Ltd. and Jubilant Life Sciences. In addition, he was Business Development Manager at CuraGen Corporation. Dr. Mehta holds a Ph.D. […]

The post Norepinephrine Control Drug Leads to Department of Defense Contract for this Biotech Stock appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 10, 2019

Gene Therapy Stocks Drug Candidates Gain Value as Therapies Reach Market
Difei Yang, Ph.D., is Managing Director of Equity Research at Mizuho Americas, Research Division. Dr. Yang has been covering the biotech and pharma sector for nearly a decade, most recently as Managing Director at Aegis Capital. She also worked in senior equity analyst roles at Brean Capital, R.F. Lafferty, WallachBeth Capital and Auriga Global Investors. […]

The post Gene Therapy Stocks Drug Candidates Gain Value as Therapies Reach Market appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 10, 2019

Opioid Litigation Creates Investment Opportunity in the Pharmaceutical Sector
Patrick Trucchio, Research Analyst, Therapeutics, joined Berenberg Capital Markets LLC in September 2017 to cover smid therapeutics equities. He previously worked at Wells Fargo covering specialty pharmaceuticals for two years, with prior experience covering personal care and household products at BMO Capital Markets for eight years. Mr. Trucchio holds a B.S. in finance from the […]

The post Opioid Litigation Creates Investment Opportunity in the Pharmaceutical Sector appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Closing Boston's Racial Wealth Gap Through an Economic Justice Fund
The post Closing Boston's Racial Wealth Gap Through an Economic Justice Fund appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Investing at a Fair Price in Superior Businesses with Exceptional Managements
The post Investing at a Fair Price in Superior Businesses with Exceptional Managements appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Watson, Mark
Mark Watson is Managing Director of the Boston Impact Initiative Fund, which offers blended capital to address the racial wealth gap in eastern Massachusetts. He is also the Founder of Keel Asset Management LLC, a financial advisory firm that provides socially responsible financial planning and investment advisory services to nonprofits, public and corporation pension plans. […]

The post Watson, Mark appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Peck, Adam
Adam Peck, CFA, is Founder and Chief Investment Officer at Riverwater Partners. Prior to forming Riverwater in 2016, he was a Partner and Portfolio Manager at Heartland Advisors, where he co-managed a multibillion-dollar small-cap value mutual fund. He is on the board of the Milwaukee Repertory Theater, Coral Gables Trust Company and the Equity Board […]

The post Peck, Adam appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Seeking the Best Upside Potential Relative to Downside Risk
The post Seeking the Best Upside Potential Relative to Downside Risk appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Marshall, Eric J.
Eric J. Marshall, CFA, is the President, Director of Research and Portfolio Manager for Hodges Capital Management. He has been with the firm since 1997. Mr. Marshall serves as a portfolio manager at Hodges Capital Management, the adviser to Hodges Mutual Funds and several investment strategies for financial advisers, family offices, pension plans and foundations. […]

The post Marshall, Eric J. appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Looking Globally for Sustainable Positive Changes and Market Mispricings
The post Looking Globally for Sustainable Positive Changes and Market Mispricings appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Biotechnology and Pharmaceuticals
The post Biotechnology and Pharmaceuticals appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Interview with the Chief Medical Officer and Co-Founder: AcelRx Pharmaceuticals, Inc. (NASDAQ:ACRX)
The post Interview with the Chief Medical Officer and Co-Founder: AcelRx Pharmaceuticals, Inc. (NASDAQ:ACRX) appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Interview with the President and CEO: Phio Pharmaceuticals Corp. (NASDAQ:PHIO)
The post Interview with the President and CEO: Phio Pharmaceuticals Corp. (NASDAQ:PHIO) appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Palmer, Pamela P.
Pamela P. Palmer, M.D., Ph.D., has been Chief Medical Officer and Co-Founder of AcelRx Pharmaceuticals, Inc. since she co-founded the company in July 2005. Earlier, she was an anesthesiologist at University California San Francisco — UCSF. She was director of the UCSF Pain Center for Advanced Research and Education — PainCARE — between 2005 and […]

The post Palmer, Pamela P. appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Interview with the CEO and Co-Founder: BioXcel Therapeutics, Inc. (NASDAQ:BTAI)
The post Interview with the CEO and Co-Founder: BioXcel Therapeutics, Inc. (NASDAQ:BTAI) appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Interview with the Executive Chairman: RespireRx Pharmaceuticals Inc. (OTCMKTS:RSPI)
The post Interview with the Executive Chairman: RespireRx Pharmaceuticals Inc. (OTCMKTS:RSPI) appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Mehta, Dr. Vimal
Dr. Vimal Mehta is CEO and Co-Founder of BioXcel Therapeutics, Inc. He has over two decades of experience in the pharma and biotech industry. He also has been Senior Vice President of Business Development at Inpharmatica Ltd. and Jubilant Life Sciences. In addition, he was Business Development Manager at CuraGen Corporation. Dr. Mehta holds a […]

The post Mehta, Dr. Vimal appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Lippa, Dr. Arnold
Dr. Arnold Lippa has been Executive Chairman of RespireRx Pharmaceuticals Inc. since March 2013 and has been Chief Scientific Officer since August 2015. From March 2013 until August 2015, he was Chief Executive Officer and President. He is Chairman of the board of Xintria Pharmaceutical Corporation, which he co-founded in 2006. Dr. Lippa is also […]

The post Lippa, Dr. Arnold appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Interview with the President, CEO and Director: Oncternal Therapeutics, Inc. (NASDAQ:ONCT)
The post Interview with the President, CEO and Director: Oncternal Therapeutics, Inc. (NASDAQ:ONCT) appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Interview with the Founding Member and Chief Operating Officer: Ionis Pharmaceuticals, Inc. (NASDAQ:IONS)
The post Interview with the Founding Member and Chief Operating Officer: Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Breitmeyer, Dr. James
Dr. James Breitmeyer has been President, Chief Executive Officer and Director of Oncternal Therapeutics, Inc. — formerly Tokalas, Inc. — since September 2015. Dr. Breitmeyer is a veteran biotech executive with experience successfully starting and growing biotechnology organizations. He has been responsible for both the development and implementation of both operational and drug development strategies, […]

The post Breitmeyer, Dr. James appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Monia, Brett P.
Brett P. Monia, Ph.D., is a Founding Member of Ionis Pharmaceuticals, Inc., where he is currently the Chief Operating Officer. He will assume the role of Chief Executive Officer of Ionis in January 2020. Dr. Monia has extensive experience across a range of therapeutic areas, including oncology, metabolic disease, inflammation, neurological disease and cardiovascular disease, […]

The post Monia, Brett P. appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Litigation Causing Volatility for Opioid-Exposed Therapeutics Companies
The post Litigation Causing Volatility for Opioid-Exposed Therapeutics Companies appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Trucchio, Patrick
Patrick Trucchio, Research Analyst, Therapeutics, joined Berenberg Capital Markets LLC in September 2017 to cover smid therapeutics equities. He previously worked at Wells Fargo covering specialty pharmaceuticals for two years, with prior experience covering personal care and household products at BMO Capital Markets for eight years. Mr. Trucchio holds a B.S. in finance from the […]

The post Trucchio, Patrick appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

Interview with the President: Quick-Med Technologies, Inc. (OTCMKTS:QMDT)
The post Interview with the President: Quick-Med Technologies, Inc. (OTCMKTS:QMDT) appeared first on The Wall Street Transcript.



Wall Street Transcript
Oct 04, 2019

M&A Starting to Pick Up as Valuations Come Down
The post M&A Starting to Pick Up as Valuations Come Down appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 30, 2019

Deep Value Long Term Contrarian Investor Reveals Some Top Picks
Michael Campagna, CFA, is a Research Analyst and Co-Founding Partner at Moerus Capital Management LLC. For over 12 years, Mr. Campagna has conducted research on and analyzed investment opportunities globally across a wide range of industries. Previously, Mr. Campagna worked alongside Amit Wadhwaney and John Mauro as an investment research analyst at Third Avenue Management […]

The post Deep Value Long Term Contrarian Investor Reveals Some Top Picks appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 30, 2019

Kopernik Portfolio Includes One with 39 Million Ounces of Gold in Reserves
Alissa Corcoran, CFA, is the Director of Research and analyst covering the health care as well as metals and mining sectors for Kopernik Global Investors, LLC. Previously, she was an analyst for Vinik Asset Management. In this exclusive 2,780 word interview with the Wall Street Transcript, Ms. Corcoran outlines her investment philosophy and details her […]

The post Kopernik Portfolio Includes One with 39 Million Ounces of Gold in Reserves appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 30, 2019

Steven Abernathy Wants his Asset Managers to Eat Their Own Cooking
Steven Abernathy is the Founder and Chairman of The Abernathy Group II Family Office. Earlier, he was Senior Vice President of Portfolio Management at Shearson American Express, and a Special Limited Partner and Director of its Executive Services Division at Cowen & Co. While at Cowen, Mr. Abernathy developed The Abernathy Group, a group of investment […]

The post Steven Abernathy Wants his Asset Managers to Eat Their Own Cooking appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 30, 2019

Molson Coors (NYSE:TAP) is Top Pick for Frances Tuite, Portfolio Manager at Fairpointe Capital
Frances E. Tuite, CFA, is a Portfolio Manager at Fairpointe Capital, LLC. Ms. Tuite is part of the investment team, serving as co-portfolio manager for the Mid-Cap and ESG Equity Strategies and is responsible for investment research for both strategies. In addition, she manages the 1837 Partners LP long/short equity fund, which she founded in […]

The post Molson Coors (NYSE:TAP) is Top Pick for Frances Tuite, Portfolio Manager at Fairpointe Capital appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 26, 2019

Dispersyn, Gerrit
Gerrit Dispersyn is President and CEO of Phio Pharmaceuticals Corp. He joined Phio Pharmaceuticals Corp. in April 2017. Dr. Dispersyn is an accomplished leader in clinical, product and business development. He most recently was Vice President, Global Head of Clinical Affairs at Integra LifeSciences Corporation. In this role, he was responsible for Integra's global strategy […]

The post Dispersyn, Gerrit appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Investing Strategies
The post Investing Strategies appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Focusing on Areas Where Headlines Are Creating Negativity
The post Focusing on Areas Where Headlines Are Creating Negativity appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Campagna, Michael
Michael Campagna, CFA, is a Research Analyst and Co-Founding Partner at Moerus Capital Management LLC. For over 12 years, Mr. Campagna has conducted research on and analyzed investment opportunities globally across a wide range of industries. Previously, Mr. Campagna worked alongside Amit Wadhwaney and John Mauro as an investment research analyst at Third Avenue Management […]

The post Campagna, Michael appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Finding Unique Names That Are Overlooked by the Market
The post Finding Unique Names That Are Overlooked by the Market appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Buying World-Class Companies at a Fraction of Their Intrinsic Value
The post Buying World-Class Companies at a Fraction of Their Intrinsic Value appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Corcoran, Alissa
Alissa Corcoran, CFA, is the Director of Research and analyst covering the health care as well as metals and mining sectors for Kopernik Global Investors, LLC. Previously, she was an analyst for Vinik Asset Management. Earlier, she worked as a research associate for a genetics lab and for various nonprofit organizations. She received a Bachelor […]

The post Corcoran, Alissa appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Using a Scientific Investment Approach and a Core Satellite Strategy
The post Using a Scientific Investment Approach and a Core Satellite Strategy appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Industrial Equipment, Aerospace and Defense
The post Industrial Equipment, Aerospace and Defense appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Interview with the Chairman, President and CEO: Allied Motion Technologies, Inc. (NASDAQ:AMOT)
The post Interview with the Chairman, President and CEO: Allied Motion Technologies, Inc. (NASDAQ:AMOT) appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Interview with the Chairman and CEO: HEICO Corporation (NYSE:HEI)
The post Interview with the Chairman and CEO: HEICO Corporation (NYSE:HEI) appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Interview with the President and CEO: Helios Technologies, Inc. (NASDAQ:HLIO)
The post Interview with the President and CEO: Helios Technologies, Inc. (NASDAQ:HLIO) appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Dangel, Wolfgang
Wolfgang Dangel became President and Chief Executive Officer of Helios Technologies, Inc. on April 1, 2016. From January 2014 to March 2016, he was a consultant to the Schaeffler Holding Company. From September 2011 to December 2013, he served as President of Schaeffler Automotive Global and a member of the executive board of the Schaeffler […]

The post Dangel, Wolfgang appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Interview with the Founder, President and CEO: NAPCO Security Technologies, Inc. (NASDAQ:NSSC)
The post Interview with the Founder, President and CEO: NAPCO Security Technologies, Inc. (NASDAQ:NSSC) appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Interview with the President and CEO: Graham Corporation (NYSE:GHM)
The post Interview with the President and CEO: Graham Corporation (NYSE:GHM) appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Interview with the CEO: The ExOne Company (NASDAQ:XONE)
The post Interview with the CEO: The ExOne Company (NASDAQ:XONE) appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Demand Deceleration and Tariffs Impacting the Industrial Space
The post Demand Deceleration and Tariffs Impacting the Industrial Space appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Hartner, John
John Hartner joined The ExOne Company in November 2018 as Chief Operating Officer and was elected as Chief Executive Officer in May 2019. Prior to joining ExOne, Mr. Hartner led technology companies around the world for 30 years in the electronics, clean tech, automation and digital printing industries. For almost half of his career, he […]

The post Hartner, John appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Increased Uncertainty Causing Cutbacks in Capital Spending
The post Increased Uncertainty Causing Cutbacks in Capital Spending appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 20, 2019

Dankert, Chris
Chris Dankert is a Vice President and Senior Equity Analyst with Longbow Research. Longbow is a boutique sellside research firm focused on proprietary survey and nontraditional data with deep roots in the industrial, technology and consumer sectors. Mr. Dankert joined the firm in 2012, and his coverage includes equities in the industrial distribution and industrial […]

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Wall Street Transcript
Sep 06, 2019

Actively Managing a Fund That Focuses on REIT Preferred Stocks
The post Actively Managing a Fund That Focuses on REIT Preferred Stocks appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 06, 2019

Being Patient and Sticking to Value Principles in the Current Environment
The post Being Patient and Sticking to Value Principles in the Current Environment appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 06, 2019

Creating a Concentrated Portfolio of Canadian and U.S. Small- and Mid-Cap Stocks
The post Creating a Concentrated Portfolio of Canadian and U.S. Small- and Mid-Cap Stocks appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 06, 2019

Designing Client-Centric Portfolios Based on Risk Profile and Duration
The post Designing Client-Centric Portfolios Based on Risk Profile and Duration appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 06, 2019

Hayes, Hunter
Hunter Hayes is a Vice President and Portfolio Manager at Intrepid Capital. He is the Co-Lead Portfolio Manager of the Intrepid Income Fund and the separately managed Intrepid Income portfolios. He is also a member of the investment team responsible for the Intrepid Endurance Fund, the Intrepid Capital Fund, and the separately managed Intrepid Small […]

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Wall Street Transcript
Sep 06, 2019

Beam, Joel
Joel Beam is Managing Director and Senior Portfolio Manager of Salient Partners, L.P. Mr. Beam is a Managing Director and Senior Portfolio Manager of real estate strategies at Salient. He is a seasoned investment professional with over 20 years of experience in real estate securities research and investment management. Mr. Beam is nationally recognized for […]

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Wall Street Transcript
Sep 06, 2019

Reeves, Jacqueline
Jacqueline Reeves is Managing Director of Bell Rock Capital, LLC. She heads the firm's research and portfolio strategy group. She is also a board member of the Greater Boca Raton Chamber of Commerce, a 2013 Diamond Award recipient, a 2010 recipient of the Chairman's Award and chaired the 2011 Leadership Boca class. She is President […]

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Wall Street Transcript
Sep 06, 2019

Wutherich, Wil
Wil Wutherich is President of Wutherich & Company Investment Counsel Inc. based in Montreal. He has over 27 years of experience in the investment business. He received a B.S. in molecular biology from McGill University and an MBA from Concordia University.

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Wall Street Transcript
Sep 03, 2019

Doctor's Office REIT Has Dividend Yield Over 5% from this High Quality Name
Andrew T. Babin, CFA, is a Senior Research Analyst covering real estate — apartments, health care, manufactured housing, single-family rental and student housing — at Robert W. Baird & Co. Prior to joining Baird in 2014, he was a senior financial analyst at CBRE Clarion Securities for eight years and covered several types of real […]

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Wall Street Transcript
Aug 27, 2019

Gold Mining Stocks Are the Answer to this Market Says David Robertson
David Robertson, CFA, is the CEO and lead Portfolio Manager for Arete Asset Management, LLC. Mr. Robertson has analyzed stocks for 30 years across a wide variety of sizes and styles. Early in his career, he worked on a sophisticated discounted cash flow valuation model that shaped his skill set and investment philosophy. He has […]

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Wall Street Transcript
Aug 27, 2019

Negative Interest Rates from Europe are a "Folly" that May Influence the US Says Boston Advisors James Gaul
James W. Gaul, CFA, is Senior Vice President and Portfolio Manager at Boston Advisors. As a member of the Institutional Equity Team, he is lead portfolio manager on the firm's Small Cap Growth and Large Cap Core strategies. Mr. Gaul has more than 20 years of industry-related experience, including investment banking, sales and trading, and […]

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Wall Street Transcript
Aug 27, 2019

Inverted Yield Curve Not the Kiss of Death for the Market Says Peter Andersen
Peter C. Andersen, CFA, is Founder of Andersen Capital Management, LLC. He has been managing money for a wide range of clients since 1993. He has managed separate accounts and over 10 mutual funds throughout his career, including IPOs for two NYSE-listed closed-end funds. He has written over 100 articles for Forbes magazine. He is also a […]

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Wall Street Transcript
Aug 27, 2019

Finding Midcap Investment Opportunities in the Gold Mining Sector
The post Finding Midcap Investment Opportunities in the Gold Mining Sector appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 27, 2019

Using a Hybrid Approach for Institutional Long-Only Equity Management
The post Using a Hybrid Approach for Institutional Long-Only Equity Management appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 27, 2019

Looking for Underperforming Equities That Will Outperform in the Future
The post Looking for Underperforming Equities That Will Outperform in the Future appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 27, 2019

Andersen, Peter C.
Peter C. Andersen, CFA, is Founder of Andersen Capital Management, LLC. He has been managing money for a wide range of clients since 1993. He has managed separate accounts and over 10 mutual funds throughout his career, including IPOs for two NYSE-listed closed-end funds. He has written over 100 articles for Forbes magazine. He is […]

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Wall Street Transcript
Aug 27, 2019

Robertson, David
David Robertson, CFA, is the CEO and lead Portfolio Manager for Arete Asset Management, LLC. Mr. Robertson has analyzed stocks for 30 years across a wide variety of sizes and styles. Early in his career, he worked on a sophisticated discounted cash flow valuation model that shaped his skill set and investment philosophy. He has […]

The post Robertson, David appeared first on The Wall Street Transcript.



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