We spoke about a year ago, but let’s refresh our readers on the founding and history of the firm. I believe this year is its 20th anniversary. Mr. McVeigh: It is, yes. We were founded in 2005 with the ...
Tell us about your firm and please introduce your fund. Mr. Deysher: The Pinnacle Value Fund is an SEC-registered mutual fund launched on April 1, 2003, with a mandate to invest in small and micro-cap ...
TWST: Thanks for joining us. I understand that you have almost four decades of experience in the industry, but could you explain your current role at Morgan Stanley and what you’re doing for their ...
Could you please introduce Palouse Capital? Tell us about the funds you manage there, and your history with the firm? Mr. Harman: PCM is a registered investment adviser and we are located in Spokane, ...
Let’s start with an introduction to the T. Rowe Price Integrated Global Equity Fund (TQGEX), your role there, and the fund’s goals. Mr. Pryor: Sure. What our fund does and what our equity market team ...
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David Heikkinen is Chief Executive Officer of both Heikkinen Energy Advisors and its wholly owned broker/dealer, Heikkinen Energy Securities LLC. Prior to founding the firm in December 2012, he was ...
Andresian “Andre” D’Rozario is Co-Founder, Chairman and Chief Executive Officer of Vantage Corporation. Mr. D’Rozario became CEO of Vantage in 2012 and Chairman of the Board in 2024. In 2012, he ...
John Moore was named President and Chief Executive Officer of Farmer Bros (NASDAQ:FARM) in January 2024. “We are a coffee roaster. We source coffees from all over the world. We do our roasting in our ...
Silviu Itescu, MBBS, FRACP, is the Chief Executive Officer and Managing Director of Mesoblast Limited. Dr. Itescu has served on Mesoblast’s board of directors since the company’s founding in 2004, was ...
John Hardy is a Senior Managing Director and Portfolio Manager at Lord Abbett & Co. He is responsible for contributing to the management of the firm’s large-cap value, multi-cap value, mid-cap value, ...
Brian Recht is a Portfolio Manager at Janus Henderson Investors. He was an Assistant Portfolio Manager from 2020. Additionally, he serves as a Research Analyst primarily focused on companies in the ...