Please introduce Quantum, your role there, and the funds you manage. Mr. Rinaldi: I’m the President and Chief Investment Officer of Quantum Financial Advisors. We’ve been around since 1996, about 30 ...

Let’s start with an introduction to the Empiric LT Equity team and your overall approach to growth investing. Mr. Seltz: The Empiric LT investment team is a nine-member team managing large-cap ...

Please give us an overview of Sankota Capital. Ms. Duncan: I co-founded Sankota Capital with Fran Tuite at the start of this year. Between us, we’ve got 50-plus years of investment experience in the ...

Could you please start with an introduction to your funds and coverage? Mr. Kundu: I am the portfolio manager at AGF for a growth sleeve of products. The products that I’m currently a portfolio ...

Please tell us about Essex Investment Management. Ms. Prial: Essex Investment Management is a boutique investment management firm focused on identifying growth stocks early in their growth trajectory, ...

Please introduce Poplar Forest — and now you’re with Tocqueville. So how has the firm evolved since you founded it? Mr. Harvey: I started Poplar Forest back in the fall of 2007 after a 16-year tenure ...

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Brent Beardall is the President, Chief Executive Officer and Vice Chairman of WaFd Inc. Mr. Beardall joined WaFd in 2001 as Vice President & Controller. In 2003, he was promoted to Chief Financial ...

Word count: 3,623 TWST: Please introduce your firm, your focus and a look at your overall coverage? Mr. Gallagher: Evercore ISI is both an investment banking and an equity research company. And I ...

Dimitar A. Karaivanov was appointed President and Chief Executive Officer of Community Financial System Inc. in January 2024. Prior to being appointed President and CEO, Mr. Karaivanov served as ...

Meyer Shields is Managing Director at Keefe, Bruyette & Woods (KBW). He joined KBW in 2013 and covers property and casualty insurance. Previously, he was a Director at Stifel, covering property ...