Please tell us about Shift4. Mr. Lauber: We’re a fast-growing payments business focused across a handful of verticals, but more interestingly, I think, it’s a 26-year-old, founder-led business. If you ...

It has been a few years since we last spoke. So, let’s start with a brief refresher on your coverage area for our readers. Mr. Fong: That’s actually a good question, as we’ve actually expanded our ...

We’ve spoken before, but let’s start with a brief refresher of your coverage area. Mr. Forte: Sure. So, right now I’m looking at the intersection of technology and retail. My focus includes Amazon ...

Expecting the Most Innovative Companies to Benefit from the Disruption April 24, 2020 Jeffrey, Andrew W.

Joseph Rinaldi is President and Chief Investment Officer at Quantum Financial Advisors, Inc. Mr. Rinaldi has worked in capital markets for nearly three decades for companies such as Dimes Savings ...

Word count: 3,030 TWST: 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 ...

Word count: 3,548 TWST: Please tell us about Essex Investment Management. Ms. Prial: Essex Investment Management is a boutique investment management firm focused on identifying growth stocks early ...

Word count: 2,450 TWST: 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 ...

Catriona Duncan, CFA, is a Co-Founder and Portfolio Manager of Sankota Capital LLC, an investment firm focused on active management of small- and mid-cap equities. Previously, she was a Research ...

Word count: 2,670 TWST: 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 ...

These two bank CEO interviews detail how life threatening situations assisted in developing a new business focus that succeeded ...

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 ...