Please give us an overview of Scout Investments and its history. Mr. Smashey: Sure. Scout Investments has been around for a long time. The firm has been managing mutual fund money since 1982. The ...

Please give us an overview of RMB, which I understand is now Curi Capital? Mr. Faber:  Yes. Curi Capital is an investment advisory firm focused on preserving and growing wealth for individuals and ...

Please give us an overview of Janus Henderson and your role. Mr. Schaechterle: Janus Henderson is a diversified asset manager with, as of June 30 this year, approximately $457 billion in assets under ...

To start things off, I understand that your education wasn’t in finance. So how did you get started in the industry? Ms. Love: My background might not historically read “finance nerd,” but I am indeed ...

Word count: 2,503 TWST: You spoke with The Wall Street Transcript in 2023, but for our readers who aren’t familiar, please give us an overview of your area of coverage. Mr. Nabhan: Sure. I cover ...

Taylor Lauber is the Chief Executive Officer of Shift4 Payments Inc. and a member of the company’s board of directors. He has been with Shift4 since 2018 and his prior roles include President ...

Word count: 3,479 TWST: 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 ...

Gus A. Galá is a Senior Equity Research Analyst covering Fintech and Info Services at Monness, Crespi, Hardt & Co., an independent research, sales and trading firm. Prior to joining MCH in 2023 ...

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 ...

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 ...

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 ...