NEWS: WALL STREET TRANSCRIPT
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Wall Street Transcript
Sep 17, 2018

Lentivector Platform Leader is Ready to Break Out and Profit from Coming Wave of Treatments
Stuart Paynter is Chief Financial Officer of Oxford BioMedica plc. Mr. Paynter joined Oxford BioMedica and the board in August 2017. He has 16 years' experience in the pharmaceutical and health care sectors. He qualified as a chartered accountant with Haines Watts before moving to EDS. He subsequently joined Steris and worked in a variety of […]

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Wall Street Transcript
Sep 14, 2018

Proprietary Genome Editing Platforms Part 1
The post Proprietary Genome Editing Platforms Part 1 appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 14, 2018

Interview with the President, CEO, Co-Founder and Director: miRagen Therapeutics, Inc. (NASDAQ:MGEN)
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Wall Street Transcript
Sep 14, 2018

Interview with the CFO: Oxford BioMedica plc (LON:OXB)
The post Interview with the CFO: Oxford BioMedica plc (LON:OXB) appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 14, 2018

Marshall, William S.
William S. Marshall, Ph.D., is miRagen Therapeutics, Inc.'s President, Chief Executive Officer, Co-Founder and Director. Prior to establishing miRagen, He was Vice President of Technology and Business Development for Bioscience at Thermo Fisher Scientific. In this role, he was responsible for leading technology assessment and strategic planning for the Thermo Fisher Biosciences Division, a unit […]

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Wall Street Transcript
Sep 14, 2018

Paynter, Stuart
Stuart Paynter is Chief Financial Officer of Oxford BioMedica plc. Mr. Paynter joined Oxford BioMedica and the board in August 2017. He has 16 years' experience in the pharmaceutical and health care sectors. He qualified as a chartered accountant with Haines Watts before moving to EDS. He subsequently joined Steris and worked in a variety […]

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Wall Street Transcript
Sep 10, 2018

James Investment Research Pursues Winning Stock Picking Formula Pioneered in 1972
Matthew Watson is Assistant Vice President at James Investment Research, Inc. He graduated from Wright State University in 2007 and 2008, where he received degrees in accounting and finance and received his Master of Accountancy degree, respectively. He has also earned Chartered Financial Analyst and Certified Public Accountant designations.  In this exclusive 2,959 word interview with the […]

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Wall Street Transcript
Sep 10, 2018

Vulcan Value Partners Exits Fully Valued Companies: See the Most Recent List Here
McGavock Dunbar, CFA, is Principal, Equity Analyst at Vulcan Value Partners. Mr. Dunbar joined Vulcan Value Partners in 2010. Prior to joining Vulcan Value Partners, he interned at New Capital Partners, a private equity firm headquartered in Birmingham, Alabama, while working toward his MBA at the Darden School at the University of Virginia. Before attending […]

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Wall Street Transcript
Sep 10, 2018

Emerald Advisers Small Cap Growth Portfolio Finds Value
                                                 Joseph W. Garner is Director of Research and a member of the Small Cap Growth Portfolio Management team at Emerald Advisers LLC, and he is also a Portfolio Manager of the Emerald […]

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Wall Street Transcript
Sep 07, 2018

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



Wall Street Transcript
Sep 07, 2018

Assessing the Small-Cap Space by Meeting with Management Teams
The post Assessing the Small-Cap Space by Meeting with Management Teams appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 07, 2018

Sears, Stacey L.
Stacey L. Sears is Senior Vice President and a member of the Small Cap Portfolio Management team since 2002 at Emerald Advisers LLC. Ms. Sears has been employed by Emerald since 1992 and maintains research coverage of the retail, apparel, consumer goods and consumer technology companies and is primarily responsible for Emerald's portfolio-management-related client communications. […]

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Wall Street Transcript
Sep 07, 2018

Garner, Joseph W.
Joseph W. Garner is Director of Research and a member of the Small Cap Growth Portfolio Management team at Emerald Advisers LLC, and he is also a Portfolio Manager of the Emerald Growth Fund. Mr. Garner's research is focused on small and midsize firms in the business services, capital goods, consumer, financial services and technology […]

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Wall Street Transcript
Sep 07, 2018

Creating Long-Term Wealth Through the Preservation of Capital
The post Creating Long-Term Wealth Through the Preservation of Capital appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 07, 2018

Seeking Growth in Large Caps with Dominant Market Shares
The post Seeking Growth in Large Caps with Dominant Market Shares appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 07, 2018

Staying Contrarian with a Research-Driven, Value-Oriented Approach
The post Staying Contrarian with a Research-Driven, Value-Oriented Approach appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 07, 2018

Outperforming Through Independent Thinking and a Long-Term Mindset
The post Outperforming Through Independent Thinking and a Long-Term Mindset appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 07, 2018

Investing in Smaller Companies with a Value-Focused, Concentrated Strategy
The post Investing in Smaller Companies with a Value-Focused, Concentrated Strategy appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 07, 2018

Kahn, Thomas Graham
Thomas Graham Kahn is President and CEO of Kahn Brothers Group. A CFA, Mr. Kahn is a graduate of Cornell and holds an MBA from New York University. He has been on the boards of Sterling Bancorp/de and the Jewish Guild for the Blind.

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Wall Street Transcript
Sep 07, 2018

Hinmon, Bryan C.
Bryan C. Hinmon, CFA, is the Chief Investment Officer and Senior Portfolio Manager at Motley Fool Asset Management, LLC, having served in the CIO capacity since 2017 and as a Portfolio Manager for the Global Opportunities Fund, Small-Mid Cap Growth Fund and Emerging Markets Fund since 2014. As CIO of the firm, Mr. Hinmon is […]

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Wall Street Transcript
Sep 07, 2018

Fraser, Harry
Harry Fraser is a Portfolio Manager at Oldfield Partners LLP based in London. He has been with the firm since 2011 and manages the Overstone Smaller Companies Fund using a value-investment style. A holder of the IMC, Mr. Fraser graduated from the University of Newcastle where he studied archaeology and ancient history.

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Wall Street Transcript
Sep 07, 2018

Identifying Future Growth Prospects Wherever They Exist
The post Identifying Future Growth Prospects Wherever They Exist appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 07, 2018

Capturing the Upside While Still Protecting on the Downside
The post Capturing the Upside While Still Protecting on the Downside appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 07, 2018

Finding Opportunities to Buy Great Businesses as Volatility Increases
The post Finding Opportunities to Buy Great Businesses as Volatility Increases appeared first on The Wall Street Transcript.



Wall Street Transcript
Sep 06, 2018

Michelle Stevens of Baird Equity Asset Management is a Bull on Small Cap US Stocks
Michelle Stevens, CFA, is Senior Portfolio Manager and Managing Director at Baird Equity Asset Management. Ms. Stevens has 22 years of investment industry experience, having managed mutual funds, subadvised funds and institutional separate accounts in the small, small/mid — smid — and all-cap value equity disciplines.   In this exclusive 3,358 word interview in the Wall […]

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Wall Street Transcript
Sep 06, 2018

Artificial Intelligence Software Based ETF: Art Amador Brings the EquBot AI Technology to Retail Investors
Art Amador, CFP, is the COO and Co-Founder of EquBot. Mr. Amador brings more than a decade of experience in the investment management industry. Most recently, he spent eight years serving as a vice president at Fidelity Investments, where he was responsible for over $1.3 billion in assets. In 2012, Mr. Amador was recognized as […]

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Wall Street Transcript
Aug 29, 2018

Gabelli ESG Investment Managers Kevin Dreyer and Christina Alfandary Provide Private Market Value with a Catalyst Investment Approach
                                                Kevin V. Dreyer is the Co-Chief Investment Officer, Value at GAMCO Investors, Inc. He serves as a portfolio manager of the Gabelli Asset Fund, the Gabelli Equity Trust, the Gabelli Dividend & […]

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Wall Street Transcript
Aug 28, 2018

Westfield Capital Management CIO William Muggia is Happy to Share His Top Portfolio Picks With You
William A. Muggia is President, Chief Executive Officer and Chief Investment Officer at Westfield Capital Management Company, L.P. Mr. Muggia joined Westfield Capital Management in April 1994. In addition to his executive duties, he chairs the investment committee, serves as Market Strategist and contributes investment ideas primarily within the health care and energy sectors. In 2001, […]

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Wall Street Transcript
Aug 28, 2018

Bullseye Asset Bets Big on Small Stocks: Barron's Top 100 Fund Manager William Bales Reveals His Method
William Bales serves as Portfolio Manager and member of Bullseye Asset Management LLC. He previously served as the Portfolio Manager at Janus Capital Management responsible for the Janus Venture Fund and separately managed portfolios in the small-cap growth discipline. Mr. Bales joined Janus Capital Management in 1991 and became an analyst in 1993. He served as […]

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Wall Street Transcript
Aug 28, 2018

Oakmark Select Portfolio Manager Tony Coniaris Picks Google as a Value Stock: Here's His Process
Tony Coniaris is a Partner, Co-Chairman, Portfolio Manager and U.S. Investment Analyst at Harris Associates. He is currently a co-manager of the Oakmark Select Fund (MUTF:OAKLX), the Oakmark Global Fund (MUTF:OAKGX) and the Oakmark Global Select Fund (MUTF:OAKWX). Mr. Coniaris joined the firm in 1999, previously serving as both an Associate Analyst and Research Associate at Harris.  […]

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Wall Street Transcript
Aug 27, 2018

Staying Disciplined to a Bottom-Up Process with a Focus on Intrinsic Value
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Wall Street Transcript
Aug 27, 2018

Coniaris, Tony
Tony Coniaris is a Partner, Co-Chairman, Portfolio Manager and U.S. Investment Analyst at Harris Associates. He is currently a co-manager of the Oakmark Select Fund (MUTF:OAKLX), the Oakmark Global Fund (MUTF:OAKGX) and the Oakmark Global Select Fund (MUTF:OAKWX). Mr. Coniaris joined the firm in 1999, previously serving as both an Associate Analyst and Research Associate […]

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Wall Street Transcript
Aug 24, 2018

Finding Opportunities in the Growth Areas of the Market Within a Value Portfolio
The post Finding Opportunities in the Growth Areas of the Market Within a Value Portfolio appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 24, 2018

Combining Judgment with Quantitative Discipline
The post Combining Judgment with Quantitative Discipline appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 24, 2018

Finding Small-Cap Growth Opportunities in Technology and Health Care
The post Finding Small-Cap Growth Opportunities in Technology and Health Care appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 24, 2018

Providing Stable Risk-Adjusted Income Through a Leveraged Finance ETF
The post Providing Stable Risk-Adjusted Income Through a Leveraged Finance ETF appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 24, 2018

Stevens, Michelle
Michelle Stevens, CFA, is Senior Portfolio Manager and Managing Director at Baird Equity Asset Management. Ms. Stevens has 22 years of investment industry experience, having managed mutual funds, subadvised funds and institutional separate accounts in the small, small/mid — smid — and all-cap value equity disciplines. She holds an MBA from the University of Cincinnati […]

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Wall Street Transcript
Aug 24, 2018

Grohowski, Leo
Leo Grohowski is Chief Investment Officer of BNY Mellon Wealth Management. He leads all investment strategy and investment management functions for the wealth management organization and is Chairman of the Investment Policy Committee. Earlier, he worked for U.S. Trust, Bank of America, where he was Chief Investment Officer, responsible for investment solutions and the end-to-end […]

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Wall Street Transcript
Aug 24, 2018

Bales, William
William Bales serves as Portfolio Manager and member of Bullseye Asset Management LLC. He previously served as the Portfolio Manager at Janus Capital Management responsible for the Janus Venture Fund and separately managed portfolios in the small-cap growth discipline. Mr. Bales joined Janus Capital Management in 1991 and became an analyst in 1993. He served […]

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Wall Street Transcript
Aug 24, 2018

Ossino, Frank
Frank Ossino is Senior Managing Director, Senior Portfolio Manager and Sector Head of Newfleet Asset Management, LLC. Mr. Ossino serves as a Senior Portfolio Manager of Newfleet's Floating Rate Bank Loan, High Yield, and Flexible Credit Strategies in both separately managed and pooled vehicles as well as mutual fund and ETF formats through a number […]

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Wall Street Transcript
Aug 24, 2018

Combining Multiple Disciplines to Effectively Invest Around the World
The post Combining Multiple Disciplines to Effectively Invest Around the World appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 24, 2018

Keeping Volatility Low with Floating-Rate Assets
The post Keeping Volatility Low with Floating-Rate Assets appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 24, 2018

Improving Liquidity and Quality While Keeping Yield in Fixed Income Portfolios
The post Improving Liquidity and Quality While Keeping Yield in Fixed Income Portfolios appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 24, 2018

Roibu, Sorin
Sorin Roibu, CFA, is Portfolio Manager and Research Analyst of Brandywine Global Investment Management, LLC. Mr. Roibu co-manages Brandywine Global's Global and International Opportunistic Equity strategies. He is responsible for research coverage of U.S. and global financial companies. Prior to joining Brandywine Global in May 2014, Mr. Roibu was a global equity analyst and Principal […]

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Wall Street Transcript
Aug 24, 2018

Triick, Clayton
Clayton Triick, CFA, is Portfolio Manager of Angel Oak Capital Advisors. Mr. Triick is the Lead Portfolio Manager for the UltraShort Income Fund and a portfolio manager for the Flexible Income Fund and the Multi-Strategy Income UCITS Fund. He is a portfolio manager within the nonagency and agency residential mortgage-backed securities markets and focuses on […]

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Wall Street Transcript
Aug 24, 2018

Managing U.S. Growth Stocks Across the Market-Cap Spectrum
The post Managing U.S. Growth Stocks Across the Market-Cap Spectrum appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 24, 2018

Patton, Ron
Ron Patton, CFA, is Senior Vice President, Portfolio Manager and Head of Canadian Investment Mandates at Cidel Asset Management. Mr. Patton is active in both investment management and client relationship. He previously was President and Chief Executive Officer of AMI Partners. He is a graduate of Sir Wilfrid Laurier University.

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Wall Street Transcript
Aug 24, 2018

Applying a Value Investment Approach to an ESG Fund
The post Applying a Value Investment Approach to an ESG Fund appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 24, 2018

Investing in Blue-Chip Cryptocurrencies Through an Index Fund
The post Investing in Blue-Chip Cryptocurrencies Through an Index Fund appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 24, 2018

Investing in Global Small Caps as They Outperform Worldwide
The post Investing in Global Small Caps as They Outperform Worldwide appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 24, 2018

Running AI-Powered Actively Managed ETFs
The post Running AI-Powered Actively Managed ETFs appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 24, 2018

Bramanathan, Reuben
Reuben Bramanathan is Product Lead of Coinbase Asset Management, Inc. Mr. Bramanathan has been with Coinbase first as Product Counsel beginning in August 2015 and today as the Product Lead for Coinbase Asset Management, a new subsidiary of Coinbase. Before this time, he was a senior lawyer with Adroit Lawyers. He received a bachelor's in […]

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Wall Street Transcript
Aug 24, 2018

Amador, Art
Art Amador, CFP, is the COO and Co-Founder of EquBot. Mr. Amador brings more than a decade of experience in the investment management industry. Most recently, he spent eight years serving as a vice president at Fidelity Investments, where he was responsible for over $1.3 billion in assets. In 2012, Mr. Amador was recognized as […]

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Wall Street Transcript
Aug 24, 2018

Wiseman, Sam
Sam Wiseman, B.Comm., M.A., CFA, has been the Chief Investment Officer of Wise Capital Management Inc. since 2000 and a Portfolio Manager since 1990. Mr. Wiseman has 38 years of comprehensive industry experience. He started the All Cap Canadian strategy as Vice President, Equities at Bolton Tremblay, where he worked from 1998 to 1999. From […]

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Wall Street Transcript
Aug 24, 2018

Alfandary, Christina
Christina Alfandary is Managing Director, ESG and Sustainable Investments at GAMCO Asset Management Inc. At GAMCO, Ms. Alfandary oversees the company's expansion of its ESG integration efforts and ESG investing capabilities. Ms. Alfandary has over 25 years of experience in the investment business. Prior to rejoining GAMCO, she served as Senior Managing Director, Co-Head of Nikko Asset […]

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Wall Street Transcript
Aug 23, 2018

Steinberg Global Portfolio Managers Discount CAPE Overvaluation Signal: Deep Fundamental Analysis Reveals Top Picks
                                                 Jacques R. Elmaleh, CFA, is the Director of Research; Lead Portfolio Manager of the growth, dividend and international strategies; and Principal of Steinberg Global Asset Management, Ltd. He leads the firm's […]

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Wall Street Transcript
Aug 23, 2018

Capital Investment Companies Bobby Edgerton Details His Five-Point Program for Making a Fortune Investing in Equities
Bobby Edgerton is a Co-Founder of the Capital Investment Companies and has served as an executive officer of the companies since 1984. He is also the firm's Chief Investment Officer and has been in the financial services industry since 1979. After winning the North Carolina State High School Golf Championship, Mr. Edgerton accepted both a basketball […]

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Wall Street Transcript
Aug 22, 2018

Thornburg Long/Short Equity Fund Looks to Capitalize on Finding and Exploiting Overvalued Situations
                                                                        Bimal Shah is an Associate Portfolio Manager for Thornburg Investment Management, Inc. He joined the firm in 2014 as an […]

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Wall Street Transcript
Aug 22, 2018

Buffalo Funds Bill Kornitzer Sees Special Profits for Biologic Drugs Machine Manufacturers
Bill Kornitzer, CFA, is a Portfolio Manager who has been with Buffalo Funds for over 17 years and has 26 years of professional investment experience. Previously, Mr. Kornitzer worked at USAA in investment management, Ernst & Young in their Moscow office in corporate finance, and at Arthur Andersen in their valuation services department. At Buffalo […]

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Wall Street Transcript
Aug 20, 2018

Janney Montgomery Scott Award Winning Real Estate Expert Robert Stevenson Details Asset Value Direction for 2018 and Beyond
Robert Stevenson joined Janney Montgomery Scott LLC in 2015 as a Managing Director and Head of Real Estate Research. Prior to joining Janney, he was a Managing Director and the Head of the U.S. REIT Research team at Macquarie Capital following that company's acquisition of Fox-Pitt Kelton in 2009, where he had started the firm's REIT […]

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Wall Street Transcript
Aug 20, 2018

Life Storage Co-Founder and CEO David L. Rogers Details How to Make a Good Storage Company Great
David L. Rogers is a Co-Founder of Life Storage, Inc., and serves as the company's Chief Executive Officer, a position he has held since 2012. Before assuming his current role, Mr. Rogers served as the company's Chief Financial Officer and Secretary from 1995 to February 2012, Vice President of Finance of the company's predecessor from 1988 […]

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Wall Street Transcript
Aug 17, 2018

Sabra Health Care REIT CEO Rick Matros Details the Sabra Health Care REIT Success Story
Rick Matros has served as Sabra Health Care REIT, Inc.'s Chairman of the board, President and Chief Executive Officer since its inception in 2010. He was Chairman and CEO of Sun Healthcare Group, Inc., from 2001 until the transaction that created Sabra in 2010. Mr. Matros founded and served as CEO and President of Bright Now! […]

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Wall Street Transcript
Aug 17, 2018

National Retail Properties Has 29 Years of Raising the Dividend, Can it Continue?
Julian E. Whitehurst, age 59, has served as Chief Executive Officer of National Retail Properties, Inc., since April 2017 and as President of the company since May 2006. Previously, Mr. Whitehurst served as Chief Operating Officer of the company from June 2004 to April 2017 and as General Counsel of the company from 2003 to […]

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Wall Street Transcript
Aug 17, 2018

10% Yield from this REIT, Can CEO Jeffrey Witherell Keep the Cash Flowing?
Jeffrey E. Witherell is the Chief Executive Officer and Chairman of the board of Plymouth Industrial REIT, Inc., and has held these positions since the formation of the company. Mr. Witherell has been involved in real estate investment, development and banking activities for more than 25 years. From April 2008 through 2011, he was engaged in […]

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Wall Street Transcript
Aug 13, 2018

Has All the Easy Money Been Made in the REIT Rebound? Haendel St. Juste of Mizuho Securities Gives Specific Recommendations
Haendel St. Juste is Managing Director and Senior REITs Analyst at Mizuho Securities USA LLC. He joined Mizuho in early 2016, having spent the previous 15 years on Wall Street, with platforms including Morgan Stanley, UBS and Green Street, focused exclusively on the REIT sector. Mr. St. Juste's coverage at Mizuho includes retail, triple net and […]

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Wall Street Transcript
Aug 13, 2018

Ave Maria Growth Fund Makes Investing in Catholic Advisory Board Approved Stocks Easy
Brian D. Milligan, CFA, is Vice President and Portfolio Manager of Ave Maria Mutual Funds. Mr. Milligan is Lead Portfolio Manager of the Ave Maria Growth Fund. He is also a research analyst responsible for equity research functions for the firm with a focus on growth companies. Prior to joining the firm in 2014, Mr. […]

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Wall Street Transcript
Aug 13, 2018

Is This Publicly Traded Blockchain ETF a Legitimate Investment? Brian Kelly of BKCM Knows the Answer
Brian Kelly is Founder and CEO of BKCM, LLC and Portfolio Manager of REX Shares BKC Blockchain ETF. Mr. Kelly is an investor, author and financial markets commentator. He has over 20 years of institutional investing experience in global financial markets and macroeconomics, and over five years of experience in digital currencies. Mr. Kelly is the […]

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Wall Street Transcript
Aug 13, 2018

Interview with the CEO: Colony Credit Real Estate, Inc. (NYSE:CLNC)
The post Interview with the CEO: Colony Credit Real Estate, Inc. (NYSE:CLNC) appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 13, 2018

Traenkle, Kevin P.
Kevin P. Traenkle serves as Chief Executive Officer of Colony Credit Real Estate, Inc. In addition, he is the Executive Vice President and Chief Investment Officer of Colony Capital, Inc. In his roles at Colony Capital, Inc., and its predecessors, he has been involved in many facets of the businesses, including business strategy, product development, […]

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Wall Street Transcript
Aug 10, 2018

Generating Attractive Returns Through Stock Selection in a Long/Short Fund
The post Generating Attractive Returns Through Stock Selection in a Long/Short Fund appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Actively Managing a Blockchain and Cryptocurrency ETF
The post Actively Managing a Blockchain and Cryptocurrency ETF appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Finding Growth Opportunities in Names Related to Housing and Millennials
The post Finding Growth Opportunities in Names Related to Housing and Millennials appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Shah, Bimal
Bimal Shah is an Associate Portfolio Manager for Thornburg Investment Management, Inc. He joined the firm in 2014 as an Equity Research Analyst and was promoted to Associate Portfolio Manager in 2016. Prior to his joining Thornburg, Mr. Shah was a senior investment analyst at Waterstone Capital Management and a research analyst at Macquarie Securities […]

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Wall Street Transcript
Aug 10, 2018

Kelly, Brian
Brian Kelly is Founder and CEO of BKCM, LLC and Portfolio Manager of REX Shares BKC Blockchain ETF. Mr. Kelly is an investor, author and financial markets commentator. He has over 20 years of institutional investing experience in global financial markets and macroeconomics, and over five years of experience in digital currencies. Mr. Kelly is […]

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Wall Street Transcript
Aug 10, 2018

Rothenberg, Steven J.
Steven J. Rothenberg is Portfolio Manager of Steinberg Global Asset Management, Ltd. He joined Steinberg Global in 2015, having spent the past 27 years as a discretionary investment adviser for affluent families, individuals and business owners. Mr. Rothenberg's professional experience includes Smith Barney Equity Management, First Manhattan Company, Harris Trust Private Bank and Cypress Capital […]

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Wall Street Transcript
Aug 10, 2018

Looking for North American Equities in Good Industries with Limited Competition
The post Looking for North American Equities in Good Industries with Limited Competition appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Seeking Sustainable Competitive Advantages in Pro-Life, Pro-Family Funds
The post Seeking Sustainable Competitive Advantages in Pro-Life, Pro-Family Funds appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Hearn, Aubrey
Aubrey Hearn is Vice President and Senior Portfolio Manager of Sentry Investment Management. Mr. Hearn joined Sentry in 2005 and has more than 10 years of financial industry experience. His keen understanding of business dynamics, dedication to internal research and focus on high-quality, dividend-paying companies has led to a number of investment awards and increasing […]

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Wall Street Transcript
Aug 10, 2018

Milligan, Brian D.
Brian D. Milligan, CFA, is Vice President and Portfolio Manager of Ave Maria Mutual Funds. Mr. Milligan is Lead Portfolio Manager of the Ave Maria Growth Fund. He is also a research analyst responsible for equity research functions for the firm with a focus on growth companies. Prior to joining the firm in 2014, Mr. […]

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Wall Street Transcript
Aug 10, 2018

Buying Financially Strong Companies with Dedicated Leaders
The post Buying Financially Strong Companies with Dedicated Leaders appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Sticking to the Process to Add Yield and Deliver Returns
The post Sticking to the Process to Add Yield and Deliver Returns appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Real Estate and REITs
The post Real Estate and REITs appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Interview with the CEO and Chairman: Plymouth Industrial REIT, Inc. (NYSEAMERICAN:PLYM)
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Wall Street Transcript
Aug 10, 2018

Interview with the EVP and Chief Operating Officer: Chatham Lodging Trust (NYSE:CLDT)
The post Interview with the EVP and Chief Operating Officer: Chatham Lodging Trust (NYSE:CLDT) appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Witherell, Jeffrey E.
Jeffrey E. Witherell is the Chief Executive Officer and Chairman of the board of Plymouth Industrial REIT, Inc., and has held these positions since the formation of the company. Mr. Witherell has been involved in real estate investment, development and banking activities for more than 25 years. From April 2008 through 2011, he was engaged […]

The post Witherell, Jeffrey E. appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Craven, Dennis M.
Dennis M. Craven is Executive Vice President and Chief Operating Officer of Chatham Lodging Trust. He previously served as EVP and Chief Financial Officer of Innkeepers USA Trust from March 2006 until the acquisition of Innkeepers by an affiliate of Apollo Investment Corporation in June 2007. Following the acquisition, he continued to serve as CFO […]

The post Craven, Dennis M. appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Interview with the President and CEO: National Retail Properties, Inc. (NYSE:NNN)
The post Interview with the President and CEO: National Retail Properties, Inc. (NYSE:NNN) appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Interview with the Co-Founder and CEO: Life Storage, Inc. (NYSE:LSI)
The post Interview with the Co-Founder and CEO: Life Storage, Inc. (NYSE:LSI) appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Whitehurst, Julian E.
Julian E. Whitehurst, age 59, has served as Chief Executive Officer of National Retail Properties, Inc., since April 2017 and as President of the company since May 2006. Previously, Mr. Whitehurst served as Chief Operating Officer of the company from June 2004 to April 2017 and as General Counsel of the company from 2003 to […]

The post Whitehurst, Julian E. appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Rogers, David L.
David L. Rogers is a Co-Founder of Life Storage, Inc., and serves as the company's Chief Executive Officer, a position he has held since 2012. Before assuming his current role, Mr. Rogers served as the company's Chief Financial Officer and Secretary from 1995 to February 2012, Vice President of Finance of the company's predecessor from […]

The post Rogers, David L. appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Interview with the Chairman, President and CEO: Sabra Health Care REIT, Inc. (NASDAQ:SBRA)
The post Interview with the Chairman, President and CEO: Sabra Health Care REIT, Inc. (NASDAQ:SBRA) appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Discipline and Thoughtfulness Important as REITs Are Late in the Cycle
The post Discipline and Thoughtfulness Important as REITs Are Late in the Cycle appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

A Better Mood in REITs After a Second-Quarter Rebound
The post A Better Mood in REITs After a Second-Quarter Rebound appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

Rising Rate Environment a Short-Term Concern and a Long-Term Positive for REITs
The post Rising Rate Environment a Short-Term Concern and a Long-Term Positive for REITs appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 10, 2018

REITs Performing Better After a Year of Significant Underperformance
The post REITs Performing Better After a Year of Significant Underperformance appeared first on The Wall Street Transcript.



Wall Street Transcript
Aug 09, 2018

Derek Johnston, Portfolio Manager for Conestoga Capital, Owns Neogen (NASDAQ:NEOG), CoStar Group (NASDAQ:CSGP), And Many More
Derek S. Johnston, CFA, is Portfolio Manager and Research Analyst at Conestoga Capital Advisors, LLC. He joined the firm in May 2015 and became Co-Portfolio Manager for the firm's SMid Cap Growth strategy on February 1, 2016. He also provides equity research across the small- to mid-cap universe. He has 20 years of experience in […]

The post Derek Johnston, Portfolio Manager for Conestoga Capital, Owns Neogen (NASDAQ:NEOG), CoStar Group (NASDAQ:CSGP), And Many More appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 31, 2018

Open Architecture Platform from Systelligence Creates the Optimal Portfolio for Each Investor
Kevin R. Miller is CEO of Systelligence, LLC and Portfolio Manager of The E-Valuator Risk Managed Strategy Funds. Mr. Miller is responsible for the investment oversight of the six E-Valuator Risk Managed Strategy — RMS — mutual funds. His career in the securities industry began in 1986 as a registered representative assisting individual clients and qualified […]

The post Open Architecture Platform from Systelligence Creates the Optimal Portfolio for Each Investor appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 30, 2018

Pay No Capital Gains: Derek Uldricks is Creating Funds for Accredited Investors for Opportunity Zone Real Estate Investments
Get complete detail on developing a high return, zero capital gain tax with a real estate portfolio in this exclusive 3,654 word interview with Derek Uldricks, President of Virtua Capital Management, in the Wall Street Transcript. According to Derek Uldricks:  "Virtua Partners is a private equity real estate firm with offices located in Phoenix, Arizona; Newport Beach, […]

The post Pay No Capital Gains: Derek Uldricks is Creating Funds for Accredited Investors for Opportunity Zone Real Estate Investments appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 27, 2018

International Markets Offering Low Valuations and Faster Pace of Growth
The post International Markets Offering Low Valuations and Faster Pace of Growth appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 27, 2018

Owning High-Quality, Durable Businesses to Achieve Better Returns with Less Risk
The post Owning High-Quality, Durable Businesses to Achieve Better Returns with Less Risk appeared first on The Wall Street Transcript.



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