Advisor Insights
Advisors play a key role helping companies navigate the public markets. The Advisor Insights podcast features conversations with members of our OTC Markets' Premium Provider Directory on the opportunities and challenges our issuer community often encounters.
Episodes
Joe Dunlow, CEO of B2i Technologies Inc., joins us to discuss how his company of almost 25 years has grown and expanded in the website management space. B2i developed the first Software as a Service (SaaS) for IR which has now evolved into Data as a Service (DaaS) to simplify and streamline data captured on company websites. Tune in to learn more about leveraging these technologies!
Kim Clark-Pakstys, Managing Director, CFO Advisory and Swami Venkat, CFO Advisory Services Practice Leader at CohnReznick LLP join us to discuss the evolving role of the CFO, who has transitioned from a traditional financial overseer to a key driver of strategy, innovation, and digital transformation. Kim and Swami also discuss how CFOs in companies of all sizes are now instrumental i...
Martin Ryan, Founding Partner of EGS Creative, joins us to discuss how Emerging Growth Services has evolved into EGS Creative to fully encompass their expertise in all of the services that issuers expect from a fully-scaled agency. Tune in to learn more about all of the services that Martin and his team can provide!
Ramon Pedrosa, principal and founder of Pedrosa, joins us to discuss how Pedrosa provides expert investor relations communication services for companies who are listed on major stock markets. Pedrosa believes that non-US companies are able to leverage their unique stories to attract US investors through transparency a...
Kaan Özçelik, CEO and Founder of Usul Ventures Limited, joins us to discuss how Usul Ventures supports companies through comprehensive legal and financial advice as they seek access to US capital markets. Usul Ventures believe that accessing the US investor base, by cross-trading on OTCQX, will not only provide capital but also boost a company's credibility on a glo...
Federico Castillo Martinez, Director of Investor Relations at Heineken, joins us for a special feature to celebrate over 10 years of trading on OTCQX under the symbols HEINY and HINKF. Federico gives insight on how Heineken continues to preserve its EverGreen strategy while also connecting to multiple audiences and markets to remain one of the top brands in its industry. Tune in...
Sam Buchanan, Managing Director of Doceo, joins us to discuss how Doceo can provide visual media strategies and support for companies looking to build their presence in the evolving and growing digital world. Tune in to learn more!
Steven Nelson, President and Chairman of Continental Stock Transfer & Trust Company, joins us to discuss the inner workings of being a stock transfer agent. Continental Stock will execute the communications between public shareholders and issuers; acting as the liaison for the issuers. Tune in to learn more!
Kevin Langdon, Senior Vice President of Alliance Advisors, Inc., joins us to discuss the preparation that Alliance Advisors provides small and mid-cap companies. Kevin also stresses the importance of ESG, now that it has become one of the largest and most valued aspects of a company and shareholders will want to know how this initiative is being handled and worked into the values of their prospective investment. Tune in to learn mo...
Maurizio Manzati, President of Golden Eagle Capital Advisors, joins us to discuss his company's international network and services in order to bring international companies to US investors. Tune in to learn more!
David Batista, Senior Managing Director of Viriathus Capital, joins us to discuss how his extensive history within the Australian marketplace has helped him turn his company global, bringing international companies to US investors. He stresses the importance of continuing to grow a company’s US investor base after joining the OTC Markets in order to continually trade their securities successfully and build bran...
Steve Bendit, Head of Sales at Securitize IO, joins us to discuss the differences between using a fully digital transfer agent like Securitize over a traditional transfer agent. Securitize can support companies, in all industries, as the push to move digital is at an all-time high; this can be done through tokenization. Tune in to learn more!
Vince Caruso, CEO and Co-Founder of New to the Street, joins us to discuss how his company can help OTCQX and OTCQB companies gain earned media coverage. Through media appearances across all major financial broadcast networks, companies benefit from increased exposure to the financial investment community. Tune in to learn more!
Seth Forman, President of ESG at Socialsuite Holdings, Inc., joins us to discuss the need to become more ESG conscious. Seth details the process and the extent of regulations that a company must go through in order to meet this criteria. Listen to hear how with Socialsuite's help, they make the experience easier as they are well-versed in everything ESG-related.
Hunter Diamond, Chief Executive Officer of Diamond Equity Research, joins us to discuss how Diamond Equity Research delivers one of the top services in equity research and prides themselves on their relationships with their clients. They work with small cap companies who don't have the internal resources to deliver extensive reports and gain the proper exposure to grow their companies.
Audun Hoen, Chief Executive Officer of Arctic Securities LLC, joins us to discuss how Arctic Securities assists Scandinavian companies reach the US market in order to expand their investor base and grow their company. One of the most important factors in gaining US attention is cross-trading on a US market, such as OTC Markets, and exposing the brand to US investors and consumers.
Eric Schneider, Managing Director of AlphaRoot, joins us to talk about his company and the significance of cannabis insurance. Eric touches on the importance of using an insurance broker, such as AlphaRoot, who specializes in the necessary field in order to have the full knowledge and exposure to all resources and coverage to thrive in the market.
Peter Sidoti, CEO and Founder of Sidoti & Company, as well as John DeBono, Director of Corporate Relations and Head of Company-Sponsored Research joins us to share insight on how Sidoti & Company can be an asset for smallcap and micro-cap companies by using their research resources. Sidoti & Company's product gives these companies a chance to compete with giants in their same industry who already have large amounts of funding and r...
Sarah Morrison, President of OTC Advisory Services, joins us to share her experience working with prospective companies looking to cross-trade in the US. She gives insight on the steps a company must take in order to enter the US and the level of support her firm provides to ensure a smooth transitio...
Arthur J Gallagher & Co. Podcast:
Pierre Woozevelt, Area Vice President of AJG joins us to talk about D&O and cyber insurance. He walks us through how Gallagher helps companies access risk and protect their assets when going from a private to a public market while also stressing the importance of cyber security post pandemic with the shift into work from home business models.
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