NEWS: WALL STREET TRANSCRIPT
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Wall Street Transcript
Apr 03, 2020

Investing in Small Caps with an Absolute-Return Strategy
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Wall Street Transcript
Apr 03, 2020

Looking for Companies Able to Generate and Allocate Free Cash Flow
The post Looking for Companies Able to Generate and Allocate Free Cash Flow appeared first on The Wall Street Transcript.



Wall Street Transcript
Apr 03, 2020

Wiggins, Jayme C.
Jayme C. Wiggins, CFA, is Co-CEO and Portfolio Manager at Palm Valley Capital Management. Mr. Wiggins is the former Chief Investment Officer and Portfolio Manager at Intrepid Capital Management. He joined Intrepid in 2002 and managed the firm's high yield portfolios and the Intrepid Income Fund from 2005 to 2008. From 2010 to September 2018, […]

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Wall Street Transcript
Apr 03, 2020

Bleiberg, Steven
Steven Bleiberg is Managing Director and Portfolio Manager at Epoch Investment Partners, Inc. He is involved with the design and development of investment strategies and is a contributor to Epoch's thought leadership. Earlier, he was a portfolio manager at Legg Mason responsible for managing $7.5 billion in various asset allocation-based funds including Target Risk, Target […]

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Wall Street Transcript
Apr 03, 2020

Using a Systematic Fundamental Process to Invest in Small-Cap Growth
The post Using a Systematic Fundamental Process to Invest in Small-Cap Growth appeared first on The Wall Street Transcript.



Wall Street Transcript
Apr 03, 2020

Adding to Health Care and Tech Positions During the Current Volatility
The post Adding to Health Care and Tech Positions During the Current Volatility appeared first on The Wall Street Transcript.



Wall Street Transcript
Apr 03, 2020

Duench, Stephen
Stephen Duench, CFA, is Vice President and Portfolio Manager of AGF Investments Inc. As Vice President and Portfolio Manager, Stephen Duench is a key contributor to AGF's quantitative investment platform, AGFiQ. AGFiQ's team approach is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns. […]

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Wall Street Transcript
Apr 03, 2020

Nanda, Sudhir
Sudhir Nanda is a Portfolio Manager and the head of the Quantitative Equity Group for T. Rowe Price. He is President of the Investment Advisory Committees of the QM US Small-Cap Growth Equity, QM US Value Equity, QM US Small- and Mid-Cap Core Equity, and QM Global Equity Strategies. He is a vice president and […]

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Wall Street Transcript
Apr 03, 2020

Recreation and Leisure
The post Recreation and Leisure appeared first on The Wall Street Transcript.



Wall Street Transcript
Apr 03, 2020

Interview with the President and CEO and the Chief Strategy Officer: Flower One Holdings Inc. (OTCMKTS:FLOOF)
The post Interview with the President and CEO and the Chief Strategy Officer: Flower One Holdings Inc. (OTCMKTS:FLOOF) appeared first on The Wall Street Transcript.



Wall Street Transcript
Apr 03, 2020

Interview with the Chairman, President and CEO: HC2 Holdings Inc. (NYSE:HCHC)
The post Interview with the Chairman, President and CEO: HC2 Holdings Inc. (NYSE:HCHC) appeared first on The Wall Street Transcript.



Wall Street Transcript
Apr 03, 2020

O'Keefe, Kellen
Kellen O'Keefe is Chief Strategy Officer at Flower One Holdings Inc. Leveraging over a decade of cannabis industry experience and a demonstrated history of success in the realms of strategic partnerships and brand development, Mr. O'Keefe is responsible for the oversight and execution of Flower One's market strategies, including ongoing investor relations and the growth […]

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Wall Street Transcript
Apr 03, 2020

Villazor, Ken
Ken Villazor is President and CEO of Flower One Holdings Inc. At the helm of Flower One, Mr. Villazor has more than 20 years of experience in corporate affairs including communications, public relations, business development, regulatory affairs, government relations, philanthropy and public policy. He has held numerous senior positions in the pharmaceutical industry, working extensively […]

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Wall Street Transcript
Apr 03, 2020

Falcone, Philip A.
Philip A. Falcone is Chairman, President and CEO of HC2 Holdings Inc. Mr. Falcone has served as a director of HC2 since January 2014, and as Chairman, President and Chief Executive Officer of HC2 since May 2014. Mr. Falcone served as a director, Chairman of the board and Chief Executive Officer of HRG Group, Inc. […]

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Wall Street Transcript
Apr 03, 2020

Opportunity for Investors to Capitalize on Early Stage of U.S. Cannabis Development
The post Opportunity for Investors to Capitalize on Early Stage of U.S. Cannabis Development appeared first on The Wall Street Transcript.



Wall Street Transcript
Apr 03, 2020

Fagan, Robert
Robert Fagan is Equity Research Director of Stifel GMP. Mr. Fagan is a Canadian investment analyst who focuses on the U.S. market for stocks in the cannabis sector. Mr. Fagan worked for a couple of years in the retail side of finance and later conducted research for GMP Securities, the predecessor firm of Stifel GMP. […]

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Wall Street Transcript
Apr 03, 2020

Optimistic That Legalization 2.0 Will Transform Canadian Cannabis Companies
The post Optimistic That Legalization 2.0 Will Transform Canadian Cannabis Companies appeared first on The Wall Street Transcript.



Wall Street Transcript
Apr 03, 2020

Companies with Good Balance Sheets Will Better Withstand Headwinds
The post Companies with Good Balance Sheets Will Better Withstand Headwinds appeared first on The Wall Street Transcript.



Wall Street Transcript
Apr 02, 2020

Vaxart (NASDAQ:VXRT): Are They Working on the Cure for Covid 19?
In this excerpt from the complete 2,755 word interview with Dr. Kumaraguru Raja, he introduces two companies that are developing treatments for significant high profile infectious diseases: Dr. Raja: Yes, it is interesting that you bring that up because the two companies I cover in the infectious disease space are SCYNEXIS (NASDAQ:SCYX) and Vaxart (NASDAQ:VXRT). SCYNEXIS is an antifungal company that is […]

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Wall Street Transcript
Apr 02, 2020

Dr. Kumaraguru Raja, Senior Biotech Analyst, Identifies Top Microcap Drug Development Companies
Dr. Kumaraguru Raja is a Senior Biotech Analyst at Brookline Capital Markets. Previously, he was Vice President, Biotechnology Research at Noble Life Science Partners. He started his equity research career in 2010 as a Senior Associate Analyst on the Citi Research biotechnology team. His expertise includes bottom-up scientific and financial analysis on companies across therapeutic […]

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Wall Street Transcript
Apr 02, 2020

Jacob Johnson Identifies These Publicly Traded Companies That Make the Equipment for New Drug Discovery and Development
Jacob Johnson, CFA, is a Research Analyst at Stephens Inc. He is on the health care team following the life science tools and diagnostics space.  In this 4,742 word interview, exclusively with the Wall Street Transcript, Mr. Johnson applies his research skills to a newly hot sector: "…We've tried to dive into some of the […]

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Wall Street Transcript
Mar 20, 2020

Biotechnology and Pharmaceuticals
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Wall Street Transcript
Mar 20, 2020

Interview with the President and CEO: Rigel Pharmaceuticals, Inc. (NASDAQ:RIGL)
The post Interview with the President and CEO: Rigel Pharmaceuticals, Inc. (NASDAQ:RIGL) appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

Interview with the CEO and Managing Director: Mesoblast Limited (NASDAQ:MESO)
The post Interview with the CEO and Managing Director: Mesoblast Limited (NASDAQ:MESO) appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

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



Wall Street Transcript
Mar 20, 2020

Interview with the Executive Chairman, Chief Scientific Officer and Interim CEO: RespireRx Pharmaceuticals Inc. (OTCMKTS:RSPI)
The post Interview with the Executive Chairman, Chief Scientific Officer and Interim CEO: RespireRx Pharmaceuticals Inc. (OTCMKTS:RSPI) appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

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
Mar 20, 2020

Interview with the Co-Founder and CEO: Nanobiotix (EPA:NANO)
The post Interview with the Co-Founder and CEO: Nanobiotix (EPA:NANO) appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

Interview with the CEO: Sensus Healthcare (NASDAQ:SRTS)
The post Interview with the CEO: Sensus Healthcare (NASDAQ:SRTS) appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

Sardano, Joseph
Joseph Sardano is CEO of Sensus Healthcare. He has spent more than 30 years in management and marketing — and has introduced and commercialized new technologies and services in many areas, including electronic brachytherapy, PET and PET/CT, SPECT, MRI, lithotripsy and digital radiography. Earlier, Mr. Sardano held leadership and management roles at CTI Molecular Imaging, […]

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Wall Street Transcript
Mar 20, 2020

Levy, Laurent
Laurent Levy is the Co-Founder of Nanobiotix and has been Chief Executive Officer since March 2003. He was appointed as Chairman of the executive board in 2004. He has extensive experience in sciences and techniques related to nanotechnologies. His research at the frontier of biotechnology and nanotechnologies has resulted in the development of a number […]

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Wall Street Transcript
Mar 20, 2020

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



Wall Street Transcript
Mar 20, 2020

Interview with the Founder, CEO and President: Pressure BioSciences, Inc. (OTCMKTS:PBIO)
The post Interview with the Founder, CEO and President: Pressure BioSciences, Inc. (OTCMKTS:PBIO) appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

Schumacher, Richard
Richard Schumacher is the Founder of Pressure BioSciences, Inc., the fourth publicly traded company that he has founded or co-founded. He has been a director of Pressure BioSciences since the formation of its legacy business, Boston Biomedica, Inc., in 1978. He has been CEO and President of Pressure BioSciences since September 2004. He previously was […]

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Wall Street Transcript
Mar 20, 2020

Raising Capital May Be Difficult for Biotechs in 2020
The post Raising Capital May Be Difficult for Biotechs in 2020 appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

Microcap Biotechs Aiming for Better Efficacy and Convenience
The post Microcap Biotechs Aiming for Better Efficacy and Convenience appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

Election-Related Volatility Creates Good Buying Opportunities
The post Election-Related Volatility Creates Good Buying Opportunities appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

Rajavelu, Esther
Esther Rajavelu is Senior Equities Research Analyst, covering biotechnology and specialty pharmaceuticals, at Oppenheimer & Co. Inc. Earlier, she worked at Deutsche and Bank of America Merrill Lynch. She graduated from Wesleyan University and received an MBA from the University of Pennsylvania's Wharton School.

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Wall Street Transcript
Mar 20, 2020

Looking Toward the Downtrodden Infectious Space for Opportunities
The post Looking Toward the Downtrodden Infectious Space for Opportunities appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

Innovation Continues to Be Strong Despite Volatility in Biotech Sector
The post Innovation Continues to Be Strong Despite Volatility in Biotech Sector appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

Cell and Gene Therapy Are Important Growth Drivers for Life Science Tools
The post Cell and Gene Therapy Are Important Growth Drivers for Life Science Tools appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

Johnson, Jacob
Jacob Johnson, CFA, is a Research Analyst at Stephens Inc. He is on the health care team following the life science tools and diagnostics space. Earlier, he was a financial analyst at Kings Point Capital Management. He graduated from Sewanee — The University of the South — and received a master's degree in finance from […]

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Wall Street Transcript
Mar 20, 2020

Unmet Need and Advances in Innovation Make Neuroscience an Area for Growth
The post Unmet Need and Advances in Innovation Make Neuroscience an Area for Growth appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 20, 2020

Several Readouts on Allogeneic Cell Therapy Expected in 2020
The post Several Readouts on Allogeneic Cell Therapy Expected in 2020 appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 13, 2020

Investing Strategies
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Wall Street Transcript
Mar 13, 2020

Investing in U.S. Companies with Sustainable Competitive Advantages
The post Investing in U.S. Companies with Sustainable Competitive Advantages appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 13, 2020

Taking Advantage of Price Volatility to Find Stable Value Opportunities
The post Taking Advantage of Price Volatility to Find Stable Value Opportunities appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 13, 2020

Offering Diversification Through Small-Cap Dividend-Paying Stocks
The post Offering Diversification Through Small-Cap Dividend-Paying Stocks appeared first on The Wall Street Transcript.



Wall Street Transcript
Mar 13, 2020

Lambert, Paul
Paul Lambert, CFA, is a Portfolio Manager at Tocqueville Asset Management L.P. Mr. Lambert is the Portfolio Manager of the Tocqueville Opportunity Fund and for several private wealth clients of the firm. He also provides research support for the U.S. Multi Cap Equity Strategy at Tocqueville Asset Management. Prior to joining Tocqueville in 2010, Mr. […]

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Wall Street Transcript
Mar 03, 2020

Vincent Costa and Peg DiOrio Mine the Stock Universe for Pure Portfolio Gold
                Vincent Costa, CFA, is Manager of Global Quantitative Equities at Voya Investment Management. He is also a portfolio manager for the active quantitative and fundamental large-cap value strategies. He joined Voya Investment Management in 2006 as head of portfolio management for quantitative equity. Peg DiOrio, CFA, is […]

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Wall Street Transcript
Mar 03, 2020

Todd Griesbach Picks American Tower (NYSE:AMT) as the Dividend Growth Stock to Own
Todd Griesbach is a Partner and Portfolio Manager at RMB Capital Management LLC. When he joined RMB Capital in 2011, he brought 13 years of experience in analyzing equity securities and managing portfolios for mutual funds, institutions and separately managed accounts. Prior to RMB, Mr. Griesbach worked as an equity analyst in Chicago for Columbia Wanger […]

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Wall Street Transcript
Mar 03, 2020

Dividend Growth and Consistent Management Performance is Key to this Portfolio Manager's Philosophy
Stephen S. Lee is a founding Principal of Logan Capital Management and the firm's Treasurer. As a manager of growth portfolios, Mr. Lee plays an active role in the security selection for the firm's large-cap growth and mid-to-large-cap growth portfolios. He is also a member of the fixed income team. Before founding Logan Capital with his […]

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Wall Street Transcript
Feb 28, 2020

Performing Across Market Environments with a Quantitative Strategy
The post Performing Across Market Environments with a Quantitative Strategy appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 28, 2020

DiOrio, Peg
Peg DiOrio, CFA, is the Head of Quantitative Equity Portfolio Management at Voya Investment Management. She is also a portfolio manager for the active quantitative strategies. Earlier, she worked at Alliance Bernstein/Sanford C. Bernstein. She received an M.S. degree in applied mathematics, statistics and operations research from New York University. She graduated from Stony Brook […]

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Wall Street Transcript
Feb 28, 2020

Costa, Vincent
Vincent Costa, CFA, is Manager of Global Quantitative Equities at Voya Investment Management. He is also a portfolio manager for the active quantitative and fundamental large-cap value strategies. He joined Voya Investment Management in 2006 as head of portfolio management for quantitative equity. Earlier, he worked at Merrill Lynch, Bankers Trust and Kidder Peabody. He […]

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Wall Street Transcript
Feb 28, 2020

Investing in Growth Companies with Macro, Fundamental and Technical Characteristics
The post Investing in Growth Companies with Macro, Fundamental and Technical Characteristics appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 28, 2020

Compounding Capital with a Long-Term Investing Mentality
The post Compounding Capital with a Long-Term Investing Mentality appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 28, 2020

Oil & Gas: Downstream & Midstream
The post Oil & Gas: Downstream & Midstream appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 28, 2020

Interview with the President, CEO and Director: Trican Well Service Ltd. (OTCMKTS:TOLWF)
The post Interview with the President, CEO and Director: Trican Well Service Ltd. (OTCMKTS:TOLWF) appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 28, 2020

Interview with the Co-Founder, Chairman, CEO and President: CorEnergy Infrastructure Trust, Inc. (NYSE:CORR)
The post Interview with the Co-Founder, Chairman, CEO and President: CorEnergy Infrastructure Trust, Inc. (NYSE:CORR) appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 28, 2020

Interview with the President and CEO: Oceaneering International, Inc. (NYSE:OII)
The post Interview with the President and CEO: Oceaneering International, Inc. (NYSE:OII) appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 28, 2020

Interview with the CEO and Chairman: Energy Transfer LP (NYSE:ET)
The post Interview with the CEO and Chairman: Energy Transfer LP (NYSE:ET) appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 28, 2020

Larson, Roderick A.
Roderick A. Larson was appointed Chief Executive Officer and elected a director of Oceaneering International, Inc. in May 2017 and has served as President since February 2015. Mr. Larson previously served as Senior Vice President and Chief Operating Officer of the company from May 2012 to February 2015. Prior to joining Oceaneering, Mr. Larson was […]

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Wall Street Transcript
Feb 28, 2020

Warren, Kelcy L.
Kelcy L. Warren is Chief Executive Officer and Chairman of the board of directors of Energy Transfer LP and has been a leader in the energy industry for nearly 40 years. Mr. Warren co-founded Energy Transfer in 1996, which began as a small intrastate natural gas pipeline operator and is now one of the largest […]

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Wall Street Transcript
Feb 28, 2020

Entering a Cash-Harvesting Cycle in Oil Services
The post Entering a Cash-Harvesting Cycle in Oil Services appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 28, 2020

Bolstered Balance Sheets and Structure Simplification Provide Positive Tailwinds
The post Bolstered Balance Sheets and Structure Simplification Provide Positive Tailwinds appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 28, 2020

Lower-for-Longer Commodity Prices Causing Investor Apathy
The post Lower-for-Longer Commodity Prices Causing Investor Apathy appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 28, 2020

Meakim, Sean
Sean Meakim, Senior Equity Research Analyst, is Head of J.P. Morgan's North American Oil Services and Equipment team. He has broad coverage, including diversified oil services, capital equipment, small/midcap services, land drillers, offshore drillers and energy distributors. Mr. Meakim has been ranked by Institutional Investor since 2017, including a number-two ranking in 2019. He has […]

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Wall Street Transcript
Feb 28, 2020

Sibal, Sunil K.
Sunil K. Sibal is a Managing Director and Senior Analyst at Seaport Global Securities LLC. He has 25 years of progressive international experience in the energy sector, most recently at Seaport Global, which he joined in 2014 to cover and build out the firm's MLP/midstream infrastructure research. Prior to that, he was with Citi, where […]

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Wall Street Transcript
Feb 28, 2020

Juvane, Danilo
Danilo Juvane is an Analyst in BMO Capital Markets Equity Research covering the U.S. pipeline and master limited partnership — MLP — sectors. In 2017, he was named among the All-America Research Team Rising Stars by Institutional Investor magazine. Most recently, Mr. Juvane worked as a research analyst with Kayne Anderson Fund Advisors, one of […]

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Wall Street Transcript
Feb 19, 2020

Marin County: the Most Beautiful Place in the United States Has its Own Bank
Russell A. Colombo is President and Chief Executive Officer of Bank of Marin Bancorp. He is a lifelong resident of Marin County in the San Francisco Bay Area. Mr. Colombo joined Bank of Marin in 2004 as Executive Vice President and Branch Administrator after 29 years in banking at Comerica Bank, Security Pacific and Union Bank […]

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Wall Street Transcript
Feb 18, 2020

Janney Montgomery Scott Equity Analyst Picks Montana Based Bank as his Top 2020 Stock
Timothy Coffey is Director, Banks & Thrifts at Janney Montgomery Scott LLC. Prior to joining Janney in 2019, Mr. Coffey was a vice president and research analyst at FIG Partners LLC, a premier investment banking and research firm specializing in community banks. Before joining FIG Partners, Mr. Coffey was a research analyst at Green Street […]

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Wall Street Transcript
Feb 18, 2020

PNC Financial Services Sees Opportunity in Volatility in 2020
Amanda Agati, CFA, is the Chief Investment Strategist for PNC Financial Services Group. She leads the team that establishes overall strategic and tactical asset allocation guidance of client portfolios, oversees the evolution of investment processes, provides thought leadership on key investment issues and authors numerous publications. She also performs research and analytics that drive the […]

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Wall Street Transcript
Feb 18, 2020

CAPTRUST Fixes Its Teeth on this High Dividend Paying Portfolio Management Strategy
Christian Ledoux, CFA, is Director of Equity Investments at CAPTRUST. He is based out of the San Antonio, Texas, location and joined CAPTRUST from South Texas Money Management in 2019. He specializes in equity research and portfolio management. Earlier, he was Chief Investment Officer for South Texas Money Management. He received a degree in business […]

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Wall Street Transcript
Feb 18, 2020

Jason Wulff Finds the Small Cap ESG Hero Stocks for 2020
Jason Wulff, CFA, is a Portfolio Manager and joined Eagle Asset Management, Inc., an affiliate of Carillon Tower Advisers, in 2015. He is Lead Portfolio Manager for the Eagle SMID Cap ESG Select Strategy and SMID Cap Strategy and Portfolio Co-Manager for the Small Cap Strategy. Mr. Wulff has 19 years of investment and financial […]

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Wall Street Transcript
Feb 14, 2020

Pacific, Southwest and Midwest Banks
The post Pacific, Southwest and Midwest Banks appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 14, 2020

Interview with the President: Trinity Bank, N.A. (OTCMKTS:TYBT)
The post Interview with the President: Trinity Bank, N.A. (OTCMKTS:TYBT) appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 14, 2020

Interview with the President and CEO: Summit State Bank (NASDAQ:SSBI)
The post Interview with the President and CEO: Summit State Bank (NASDAQ:SSBI) appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 14, 2020

Using a Strategy That Offers Higher Current Yield and Downside Protection
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Wall Street Transcript
Feb 14, 2020

Driving Overall Returns Through Stock Selection in the SMID- and Small-Cap Space
The post Driving Overall Returns Through Stock Selection in the SMID- and Small-Cap Space appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 14, 2020

Looking at the Past and the Present to Gain Insights into the Probable Future
The post Looking at the Past and the Present to Gain Insights into the Probable Future appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 14, 2020

Ledoux, Christian
Christian Ledoux, CFA, is Director of Equity Investments at CAPTRUST. He is based out of the San Antonio, Texas, location and joined CAPTRUST from South Texas Money Management in 2019. He specializes in equity research and portfolio management. Earlier, he was Chief Investment Officer for South Texas Money Management. He received a degree in business […]

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Wall Street Transcript
Feb 14, 2020

Wulff, Jason
Jason Wulff, CFA, is a Portfolio Manager and joined Eagle Asset Management, Inc., an affiliate of Carillon Tower Advisers, in 2015. He is Lead Portfolio Manager for the Eagle SMID Cap ESG Select Strategy and SMID Cap Strategy and Portfolio Co-Manager for the Small Cap Strategy. Mr. Wulff has 19 years of investment and financial […]

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Wall Street Transcript
Feb 14, 2020

Agati, Amanda
Amanda Agati, CFA, is the Chief Investment Strategist for PNC Financial Services Group. She leads the team that establishes overall strategic and tactical asset allocation guidance of client portfolios, oversees the evolution of investment processes, provides thought leadership on key investment issues and authors numerous publications. She also performs research and analytics that drive the […]

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Wall Street Transcript
Feb 14, 2020

Interview with the President and CEO: West Bancorporation, Inc. (NASDAQ:WTBA)
The post Interview with the President and CEO: West Bancorporation, Inc. (NASDAQ:WTBA) appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 14, 2020

Interview with the President and CEO: Axos Financial, Inc. (NYSE:AX)
The post Interview with the President and CEO: Axos Financial, Inc. (NYSE:AX) appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 14, 2020

Nelson, David D.
David D. Nelson is President and CEO of West Bancorporation, Inc. and Chairman and CEO of West Bank. Dave Nelson, a Des Moines native, came to West Bank during 2010 with more than 25 years of experience in commercial banking and a strong background in credit administration and relationship building. He previously served as President, […]

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Wall Street Transcript
Feb 14, 2020

Garrabrants, Gregory
Gregory Garrabrants has been the President and CEO of Axos Financial, Inc. since 2007. Prior to joining Axos Bank, Mr. Garrabrants was a senior vice president and the head of corporate business development at the nation's seventh-largest thrift, focusing on entry into new business segments, mergers and acquisitions, joint ventures and strategic alliances. Before his […]

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Wall Street Transcript
Feb 14, 2020

Nonbank Lenders Creating Competition and Pressure in the Banking Sector
The post Nonbank Lenders Creating Competition and Pressure in the Banking Sector appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 14, 2020

Interview with the President and CEO: Bank of Marin Bancorp (NASDAQ:BMRC)
The post Interview with the President and CEO: Bank of Marin Bancorp (NASDAQ:BMRC) appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 14, 2020

Banks in the Western Region Finished Very Strong in 2019
The post Banks in the Western Region Finished Very Strong in 2019 appeared first on The Wall Street Transcript.



Wall Street Transcript
Feb 14, 2020

Moss, Steve
Steve Moss is an Analyst and Senior Vice President covering the banking sector at B. Riley FBR, Inc. Mr. Moss joined the firm in September 2016. He has covered banks and thrifts for more than 16 years. Prior to joining the firm, Mr. Moss was a director at Evercore ISI, covering large regional banks, Texas […]

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Wall Street Transcript
Feb 10, 2020

Oil Production Contrarian Stock Picks from Veteran Analyst Brian Velie
Brian T. Velie is a Director and Senior Equity Analyst at Capital One Securities, Inc. He joined the firm in June 2008. Before joining Capital One Securities, Mr. Velie was employed as a cost engineer by the Northrop Grumman Corporation and before that as a project engineer by the Procter & Gamble Company. Mr. Velie received […]

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Wall Street Transcript
Jan 27, 2020

Quantitative Research Powers this Institutional Asset Management Award Winner
Dave Harden is Chief Executive Officer and Chief Investment Officer of Summit Global Investments. A graduate of Boston College, B.A., and Boston University, M.S.C.S., Mr. Harden has established himself as an expert in investment technology and quantitative research. In this 3,839 word interview, exclusively in the Wall Street Transcript, Mr. Harden reveals his "special sauce" in […]

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Wall Street Transcript
Jan 27, 2020

Catholic Church Compliant Money Manager Details His Portfolio for Investors
Anthony Minopoli is President and Chief Investment Officer of Knights of Columbus Asset Advisors. Mr. Minopoli joined the Knights of Columbus in 2005 and is responsible for the day-to-day management of Knights of Columbus Asset Advisors — KoCAA — General Account investment portfolio and mutual fund strategies. Mr. Minopoli is also responsible for overseeing the internal […]

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Wall Street Transcript
Jan 24, 2020

Bringing Risk Management into Every Step of the Investment Process
The post Bringing Risk Management into Every Step of the Investment Process appeared first on The Wall Street Transcript.



Wall Street Transcript
Jan 24, 2020

Protecting Capital Through Portfolios That Comply with Catholic Principles
The post Protecting Capital Through Portfolios That Comply with Catholic Principles appeared first on The Wall Street Transcript.



Wall Street Transcript
Jan 24, 2020

Minopoli, Anthony
Anthony Minopoli is President and Chief Investment Officer of Knights of Columbus Asset Advisors. Mr. Minopoli joined the Knights of Columbus in 2005 and is responsible for the day-to-day management of Knights of Columbus Asset Advisors — KoCAA — General Account investment portfolio and mutual fund strategies. Mr. Minopoli is also responsible for overseeing the […]

The post Minopoli, Anthony appeared first on The Wall Street Transcript.



Wall Street Transcript
Jan 24, 2020

Anderson, Peter
Peter Anderson is the President of Boston Advisors. Mr. Anderson has been with Boston Advisors for over 10 years working as CMO and a member of the management committee. As President, he is responsible for overseeing the firm's equity, alternative investment and general business practices. Previously, he was with Clay Finlay as a managing director […]

The post Anderson, Peter appeared first on The Wall Street Transcript.



Wall Street Transcript
Jan 24, 2020

Capturing on the Upside and Protecting on the Downside with a Unique Process
The post Capturing on the Upside and Protecting on the Downside with a Unique Process appeared first on The Wall Street Transcript.



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