We’ve spoken before, but let’s start with a brief refresher on your coverage areas. Mr. Swartz: I cover primarily apparel retailers and manufacturers as well as some other specialty retailers. TWST: ...

Please give us an overview of your area of coverage. Mr. Galá: I’m the analyst at Monness, Crespi, Hardt & Co., an independent sell-side research, sales and trading boutique. In my current seat I ...

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 ...

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 ...

Please give us an introduction to Lightspeed Commerce. Mr. Dasilva: Lightspeed was founded to really simplify complex small business operations. We began in retail back in 2005, doing complex retail ...

Please tell us about Flywire. Mr. Massaro: Sure, happy to. Flywire is at the intersection of payments and software. We have helped to digitally transform parts of the global economy that had been left ...

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: 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 ...