NEWS: WALL STREET TRANSCRIPT
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Wall Street Transcript
Jan 21, 2020

Banking is a Commodity says this Michigan Bank CEO
Paul D. Tobias is Chairman of mBank and Chairman and CEO of Mackinac Financial Corporation. Mr. Tobias has nearly 42 years of experience in the financial services and banking industries. He was appointed as Chairman of mBank and Chairman and CEO of Mackinac Financial Corporation in December 2004 after structuring and leading the successful $30 million […]

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Wall Street Transcript
Jan 16, 2020

David Nasca Explains How an Upstate New York Bank Makes Money for its Investors
David J. Nasca is President and Chief Executive Officer of Evans Bancorp, Inc. Mr. Nasca joined the board of directors of Evans Bancorp in September 2006 and subsequently joined the management team as President in December 2006, bringing more than 20 years of experience in the Western New York financial services and banking community. He was […]

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Wall Street Transcript
Jan 16, 2020

Contrarian Stock Pickers Find a Happy Home at First Wilshire Securities Management
Scott Hood serves as the Chairman and Portfolio Manager of First Wilshire Securities Management Inc. He joined First Wilshire as an analyst in 1993, became the CEO in 2001 and the Chairman in 2019. He is a board member of The Mount Wilson Observatory and The Sierra Madre Mountain Conservancy as well as a frequent contributor […]

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Wall Street Transcript
Jan 16, 2020

Warren Buffett Dinner Price is this Fund Manager's Bread and Butter
Jonathan Dash is the Founder and Chief Investment Officer at Dash Investments, Inc. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. He has over 25 years of experience in investment management. Between 2006 and 2010, Mr. Dash was on the board of directors of Western […]

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Wall Street Transcript
Jan 10, 2020

Buying Great Global Businesses at a Great Price
The post Buying Great Global Businesses at a Great Price appeared first on The Wall Street Transcript.



Wall Street Transcript
Jan 10, 2020

Dash, Jonathan
Jonathan Dash is the Founder and Chief Investment Officer at Dash Investments, Inc. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. He has over 25 years of experience in investment management. Between 2006 and 2010, Mr. Dash was on the board of directors of […]

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Wall Street Transcript
Jan 10, 2020

Looking for Great Companies That Are Cheap on Several Criteria
The post Looking for Great Companies That Are Cheap on Several Criteria appeared first on The Wall Street Transcript.



Wall Street Transcript
Jan 10, 2020

Northeast, Mid-Atlantic and Southeast Banks
The post Northeast, Mid-Atlantic and Southeast Banks appeared first on The Wall Street Transcript.



Wall Street Transcript
Jan 10, 2020

Interview with the Chairman and CEO and the President: Mackinac Financial Corporation (NASDAQ:MFNC)
The post Interview with the Chairman and CEO and the President: Mackinac Financial Corporation (NASDAQ:MFNC) appeared first on The Wall Street Transcript.



Wall Street Transcript
Jan 10, 2020

Tobias, Paul D.
Paul D. Tobias is Chairman of mBank and Chairman and CEO of Mackinac Financial Corporation. Mr. Tobias has nearly 42 years of experience in the financial services and banking industries. He was appointed as Chairman of mBank and Chairman and CEO of Mackinac Financial Corporation in December 2004 after structuring and leading the successful $30 […]

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Wall Street Transcript
Jan 10, 2020

George, Kelly W.
Kelly W. George is President and Chief Executive Officer of mBank and President of Mackinac Financial Corporation. Mr. George has over 25 years of experience in the banking industry. He joined mBank in 2003 as the Executive Vice President and Chief Lending Officer in charge of the regulatory and lending administration turnaround of the previously […]

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Wall Street Transcript
Jan 10, 2020

Interview with the President and CEO: Evans Bancorp, Inc. (NYSEAMERICAN:EVBN)
The post Interview with the President and CEO: Evans Bancorp, Inc. (NYSEAMERICAN:EVBN) appeared first on The Wall Street Transcript.



Wall Street Transcript
Jan 10, 2020

Interview with the Director and CEO and the Senior EVP and CFO: S&T Bancorp, Inc. (NASDAQ:STBA)
The post Interview with the Director and CEO and the Senior EVP and CFO: S&T Bancorp, Inc. (NASDAQ:STBA) appeared first on The Wall Street Transcript.



Wall Street Transcript
Jan 10, 2020

Movements in the Yield Curve and Interest Rates a Big Factor for SMID Banks
The post Movements in the Yield Curve and Interest Rates a Big Factor for SMID Banks appeared first on The Wall Street Transcript.



Wall Street Transcript
Jan 10, 2020

Kochvar, Mark
Mark Kochvar has served as Senior Executive Vice President and Chief Financial Officer at S&T Bancorp, Inc. since February 2010. He also has been Executive Vice President, Treasury and Investments since January 2008. Mr. Kochvar was Senior Vice President, Treasury and Investments from January 2001 to December 2007.

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Wall Street Transcript
Jan 10, 2020

Gilbert, Collyn
Collyn Gilbert is Managing Director of Keefe, Bruyette & Woods, Inc. Ms. Gilbert is currently a Managing Director with KBW/Stifel covering small- and mid-cap banks in the Northeast. Prior to joining KBW in 2013 when it was acquired by Stifel, Ms. Gilbert was Managing Director at Ryan Beck & Co., covering regional banks throughout the […]

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Wall Street Transcript
Jan 06, 2020

Best CEO Interviews of 2019
The post Best CEO Interviews of 2019 appeared first on The Wall Street Transcript.



Wall Street Transcript
Dec 30, 2019

Best Money Manager Interviews of 2019
The post Best Money Manager Interviews of 2019 appeared first on The Wall Street Transcript.



Wall Street Transcript
Dec 16, 2019

Arnim Holzer Wants His Investors to Sleep Soundly as He Manages Their Portfolio
Arnim S. Holzer is Global Macro Strategist, Client Portfolio Manager and Founder of the EAB Correlation Defense Index at EAB Investment Group. With over 30 years of global macro and multi-asset experience, Mr. Holzer's investment philosophy is a unique blend of fundamental, technical and quantitative disciplines honed over the years of working with many of the […]

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Wall Street Transcript
Dec 16, 2019

Microcap Stock Portfolio Manager Brendan Hartman Reveals His Tricks of the Trade that Gain Outsize Returns
Brendan J. Hartman is a Portfolio Manager at Royce & Associates, LP. Prior to joining Royce & Associates, Mr. Hartman co-founded and managed a hedge fund for Rebus Partners. Prior to that, he was employed by Cramer Rosenthal McGlynn, LLC from 2001 to 2008 and served as Co-Manager for the Mid Cap, Smid Cap, 130/30 Fund […]

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Wall Street Transcript
Dec 16, 2019

5G Stock is One of Many Top Picks from this Veteran Portfolio Manager
Jason Benowitz, CFA, joined Roosevelt Investments in 2009 as a Securities Analyst, was promoted to Portfolio Manager in 2011 and to Senior Portfolio Manager in 2013. Prior to Roosevelt, Mr. Benowitz was a principal at Druker Capital, a long/short hedge fund manager, and a vice president in the U.S. Equity Research Group at Morgan Stanley […]

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Wall Street Transcript
Dec 13, 2019

Best Equity Analyst Interviews of 2019
The post Best Equity Analyst Interviews of 2019 appeared first on The Wall Street Transcript.



Wall Street Transcript
Dec 13, 2019

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



Wall Street Transcript
Dec 13, 2019

Taking a Bottom-Up Approach to Microcap Investing
The post Taking a Bottom-Up Approach to Microcap Investing appeared first on The Wall Street Transcript.



Wall Street Transcript
Dec 13, 2019

Using a Consistent, Systematic Approach to Minimize Correlation to the Market
The post Using a Consistent, Systematic Approach to Minimize Correlation to the Market appeared first on The Wall Street Transcript.



Wall Street Transcript
Dec 13, 2019

Holzer, Arnim S.
Arnim S. Holzer is Global Macro Strategist, Client Portfolio Manager and Founder of the EAB Correlation Defense Index at EAB Investment Group. With over 30 years of global macro and multi-asset experience, Mr. Holzer's investment philosophy is a unique blend of fundamental, technical and quantitative disciplines honed over the years of working with many of […]

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Wall Street Transcript
Dec 13, 2019

Outperforming Over a Full Market Cycle with Less Volatility
The post Outperforming Over a Full Market Cycle with Less Volatility appeared first on The Wall Street Transcript.



Wall Street Transcript
Dec 10, 2019

Zinc Mining Company to Become the New Investment Hero as Zinc Air Battery Power Takes Over?
Christopher E. Herald is CEO, President and Director of Solitario Zinc Corp. Mr. Herald has over 40 years of experience in the mining industry. He was responsible for the formation of Solitario in 1992 and has directed the company since then. He was instrumental in discovering the 1.5 million-ounce high-grade Buckhorn Mountain Gold deposit and its […]

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Wall Street Transcript
Dec 10, 2019

EV (Electric Vehicle) Copper Consumption Set to Drive Incremental Global Demand
Stefan Ioannou, Ph.D., is Analyst of Cormark Securities Inc. Dr. Ioannou is a mining engineer and holds a Ph.D. in economic geology from the University of Toronto. He joined Cormark in December 2016, working in equity research for 13 years with Haywood Securities — base metals analyst since 2006. Prior to that, Dr. Ioannou worked […]

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Wall Street Transcript
Dec 10, 2019

Japan Gold Mine Creates Opportunity for Investors
Michael Curran is a Managing Director with Beacon Securities, where he has been a Mining Research Analyst for over five years. Prior to joining Beacon, he held similar roles over his 24-year career with RBC, CIBC, Merrill Lynch Canada and Midland Walwyn. Mr. Curran is a geologist, having graduated with a B.S. in geology and chemistry […]

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Wall Street Transcript
Dec 09, 2019

Davis, John H.
John H. Davis is Director of Communications and Marketing at Royce & Associates, LP. He has 30 years of investment industry experience. Mr. Davis joined Royce in 1990 as a Client Service Representative and, after attending graduate school, began working in the firm's Marketing Department in 1997. He holds a bachelor's degree in English from […]

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Wall Street Transcript
Dec 09, 2019

Hartman, Brendan J.
Brendan J. Hartman is a Portfolio Manager at Royce & Associates, LP. Prior to joining Royce & Associates, Mr. Hartman co-founded and managed a hedge fund for Rebus Partners. Prior to that he was employed by Cramer Rosenthal McGlynn, LLC (2001-2008) and served as Co-Manager for the Mid Cap, Smid Cap, 130/30 Fund, and CRM […]

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Wall Street Transcript
Dec 02, 2019

Gold Mining Stocks Shine for These Two Top Perfoming Portfolio Managers
          Caesar M.P. Bryan joined Gabelli Funds, Inc. in 1994 as the Portfolio Manager of the Gabelli Gold Fund. He has also managed the GAMCO International Growth Fund since its inception in June 1995. Prior to joining Gabelli Funds, Mr. Bryan was a portfolio manager at Lexington Management. At Lexington, he was […]

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Wall Street Transcript
Dec 02, 2019

Thucydides Trap Creates Investment Dilemma for Global Portfolio Manager
James Morton is Chief Investment Officer and a Portfolio Manager at Santa Lucia Asset Management Ltd. He has extensive expertise in recovering and small-cap companies as well as emerging markets. Mr. Morton's career in the investment industry began in 1985, and he was a subadviser to Mackenzie Cundill between 1996 and 2018. He is an accomplished […]

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Wall Street Transcript
Dec 02, 2019

Liquefied Natural Gas, Silver and Gold Can Be the Best Investments for 2020
Stephen Bonnyman, MBA, CFA, is Co-Head, North American Equity Research and Portfolio Manager of AGF Management Limited's Canadian and global resources portfolios. Working closely with the AGF research teams, Mr. Bonnyman focuses on identifying resource companies with solid balance sheets, advantaged cost structures, attractive valuations or unrecognized growth. Mr. Bonnyman is a member of the […]

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Wall Street Transcript
Nov 29, 2019

Using a Derivatives Overlay Strategy to Enhance Yield or Modify Risk
The post Using a Derivatives Overlay Strategy to Enhance Yield or Modify Risk appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 29, 2019

Bonnyman, Stephen
Stephen Bonnyman, MBA, CFA, is Co-Head, North American Equity Research and Portfolio Manager of AGF Management Limited's Canadian and global resources portfolios. Working closely with the AGF research teams, Mr. Bonnyman focuses on identifying resource companies with solid balance sheets, advantaged cost structures, attractive valuations or unrecognized growth. Mr. Bonnyman is a member of the […]

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Wall Street Transcript
Nov 29, 2019

Generating Income from Good-Quality Asian Equities
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Wall Street Transcript
Nov 29, 2019

Gold, Precious Metals and Mining
The post Gold, Precious Metals and Mining appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 29, 2019

Investing in Attractively Valued Gold Equities
The post Investing in Attractively Valued Gold Equities appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 29, 2019

Interview with the CEO: Libero Copper Corp. (OTCMKTS:LBCMF)
The post Interview with the CEO: Libero Copper Corp. (OTCMKTS:LBCMF) appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 29, 2019

Interview with the President, CEO and Director: Paramount Gold Nevada Corp. (NYSEAMERICAN:PZG)
The post Interview with the President, CEO and Director: Paramount Gold Nevada Corp. (NYSEAMERICAN:PZG) appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 29, 2019

Slater, Ian
Ian Slater is Chief Executive Officer of Libero Copper Corp. Mr. Slater is an entrepreneur who has founded numerous companies and been involved in the mining industry for over 20 years. Previously, Mr. Slater was the Managing Partner of both Ernst & Young's Canadian and Arthur Andersen's Central Asian mining practices. Mr. Slater is a […]

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Wall Street Transcript
Nov 29, 2019

Interview with the President and Director: Goldsource Mines Inc. (OTCMKTS:GXSFF)
The post Interview with the President and Director: Goldsource Mines Inc. (OTCMKTS:GXSFF) appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 29, 2019

Interview with the CEO, President and Director: Solitario Zinc Corp. (NYSEAMERICAN:XPL)
The post Interview with the CEO, President and Director: Solitario Zinc Corp. (NYSEAMERICAN:XPL) appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 29, 2019

Interview with the President and CEO: Crystal Lake Mining Corporation (OTCMKTS:SIOCF)
The post Interview with the President and CEO: Crystal Lake Mining Corporation (OTCMKTS:SIOCF) appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 29, 2019

Interview with the Director, President and CEO: Great Bear Resources Ltd. (OTCMKTS:GTBDF)
The post Interview with the Director, President and CEO: Great Bear Resources Ltd. (OTCMKTS:GTBDF) appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 29, 2019

Gold Positioned to Outperform in a Low-Inflation Environment
The post Gold Positioned to Outperform in a Low-Inflation Environment appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 29, 2019

Napoli, Maurizio
Maurizio Napoli is President and CEO of Crystal Lake Mining Corporation. He is an accomplished professional geologist with over 33 years of experience in the mineral exploration business. He began his career studying gold mineralization in Northern Ontario with the Ministry of Northern Development and Mines. Subsequently, he worked for 30 years with Inco Ltd. […]

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Wall Street Transcript
Nov 29, 2019

Taylor, Chris
Chris Taylor, M.Sc., P.Geo., is Director, President and CEO of Great Bear Resources Ltd. Mr. Taylor is a structural and economic geologist and mining entrepreneur with over 20 years of experience with both producers and exploration companies. He has been President and Director of Great Bear Resources Ltd. since December 2010. He is currently Chairman […]

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Wall Street Transcript
Nov 29, 2019

MacRury, Carey
Carey MacRury is Director, Metals & Mining at Canaccord Genuity. He joined Canaccord Genuity in February 2018 as an equity research analyst focused on the precious metals sector. Previously, he spent over 10 years in mining equity research at TD Securities and, prior to that, close to 10 years in management consulting with a finance […]

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Wall Street Transcript
Nov 29, 2019

Positive on Gold and Expecting Higher Prices in 2020
The post Positive on Gold and Expecting Higher Prices in 2020 appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 29, 2019

Curran, Michael
Michael Curran is a Managing Director with Beacon Securities, where he has been a Mining Research Analyst for over five years. Prior to joining Beacon, he held similar roles over his 24-year career with RBC, CIBC, Merrill Lynch Canada and Midland Walwyn. Mr. Curran is a geologist, having graduated with a B.S. in geology and […]

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Wall Street Transcript
Nov 29, 2019

Trade War Tensions Driving Demand Uncertainty and Price Volatility
The post Trade War Tensions Driving Demand Uncertainty and Price Volatility appeared first on The Wall Street Transcript.



Wall Street Transcript
Nov 22, 2019

Interview with the Founder and CEO: United States Antimony Corporation (NYSEAMERICAN:UAMY)
The post Interview with the Founder and CEO: United States Antimony Corporation (NYSEAMERICAN:UAMY) appeared first on The 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 […]

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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 […]

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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 […]

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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 […]

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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. […]

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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 […]

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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. […]

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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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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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. […]

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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 […]

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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. […]

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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. […]

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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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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. […]

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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. […]

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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 […]

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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. […]

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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.



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