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The Wall Street Resource

As part of the investment process, we have conducted countless CEO and executive interviews, and found this to be an invaluable use of time. We hope you find this as well.

For executives, this is an extremely cost effective way to reach the right investors. There is no travel expense, and you are not beholden to an investment bank.  The Wall Street Resource provides a great way for management and investors to leverage their time.

Listener Benefits

  • A starting point for due diligence
  • Professional investors can leverage their time
  • Nonprofessional investors gain access to what they otherwise would not
  • Learn more about companies you follow
  • Discover new ideas

Presenter Benefits

  • Great venue for getting your company story out, or for clarifying and detailing a special situation (new product, acquisition…)
  • Reach the right investors
  • No travel time and expense
  • Not beholden to an investment bank
  • Extremely cost effective

Interviewer’s background

Managing Member and portfolio manager of a microcap fund for over 15 years. Securities experience that encompasses almost all aspects of the industry (buy side, sell side, retail, institutional and investment banking). Degree from University of Southern California with a Bachelor of Science in Business, emphasis in Entrepreneurship.

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Risk Qualifier

SPECULATIVE: Microcap stocks bear significantly higher risk and volatility than larger companies, and typically cannot be valued by normal fundamental criteria. Investments in stocks may result in material loss.