Author: Microcap Conference Coverage Team

Microcap Conference Coverage Team

Organized by DealFlow Events, this 3-day event at Caesars Atlantic City Hotel & Casino will feature company presentations from publicly-traded microcap businesses and qualified private companies across healthcare, technology, financial services, energy, and other high-growth sectors. Keynote presentations and panel discussions led by industry experts will provide key insights into trading strategies, regulations, risk assessment and mitigation, tax issues, and other topics critical to the microcap community. The conference also facilitates networking through 1-on-1 investor meetings and interactive activities and entertainment, including a poker tournament.

Adam Torres and Peter Goldstein discuss The Entrepreneur’s IPO. Subscribe: iTunes / Spotify Apply to be a guest on our podcast here Show Notes: New book alert! In this episode, Adam Torres and Peter Goldstein, CEO at Exchange Listing LLC, explore Peter’s new book, The Entrepreneur’s IPO: The Insider’s Roadmap to Taking Your Company Public, with the foreword written by David Meltzer.  About Peter Goldstein As a skilled capital market advisor, Peter partners with emerging growth companies to provide access to capital and facilitate completing an IPO on Nasdaq or NYSE stock exchanges or advancing as a public company. In 35+ years as a…

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Adam Torres and Neil Levine discuss the current regulatory environment. Subscribe: iTunes / Spotify Apply to be a guest on our podcast here Show Notes: It’s important for companies to surround themselves with the right team to ensure compliance in the current regulatory environment. In this episode, Adam Torres and Neil Levine, Partner & Executive Board Member at Marcum LLP, explore regulation and what leaders of publicly traded companies should know.  About Neil Levine Neil Levine is a co-managing partner of Friedman LLP’s Southern New Jersey offices, serves on the firm’s management committee and co-leads the firm’s SEC Practice. He has more than 30…

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Adam Torres and Brian Chingono discuss European Small Value Stocks. Subscribe: iTunes / Spotify  Apply to be a guest on our podcast here Show Notes: Why are European value stocks attractive? In this episode, Adam Torres interviewed Brian Chingono, Partner & Director of Quantitative Research at Verdad Advisers. Explore investing in European value stocks. About Brian Chingono Brian is the Partner, Director of Quantitative Research at Verdad Adviser & Europe Portfolio Manager. Before joining Verdad, Brian worked at Dimensional Fund Advisors and Credit Suisse. Brian earned an AB from Harvard College and an MBA with honors from the University of Chicago Booth School of…

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Adam Torres and Jacob Frenkel discuss enforcement practices. Subscribe: iTunes / Spotify Apply to be a guest on our podcast here Show Notes: What differentiates Jacob Frenkel from the other defense lawyers? In this episode, Adam Torres and Jacob Frenkel, Chair, Government Investigations and Securities Enforcement Practice with law firm Dickinson Wright, PLLC, explore the current enforcement environment along with Jacob’s upcoming keynote at the Microcap Conference in Atlantic City.  About Jacob Frenkel Clients hire Jacob because he gets superior results in securities enforcement (SEC, FINRA, PCAOB and state), white-collar criminal defense, FCPA, international anti-corruption, and internal and government investigations. Jacob brings his experience and outstanding reputation,…

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Adam Torres and Jason Bond discuss cognitive bias. Subscribe: iTunes / Spotify Apply to be a guest on our podcast here Show Notes: What are the most important cognitive biases for investors to understand? How many cognitive biases are there?  In this episode, Adam Torres and Jason Bond, Managing Partner at Boole Microcap Fund LP, explore cognitive biases and what investors should know.  About Boole Microcap Fund LP The Boole Microcap Fund invests in quantitatively attractive microcap stocks based on cheapness, improving fundamentals, high insider ownership, high ROE, low debt, and similar criteria. This combination, in a focused portfolio, should beat the market over…

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Adam Torres and Shawn Severson Discuss small cap research. Subscribe: iTunes / Spotify  Apply to be a guest on our podcast here Show Notes: What will the future of small cap research and communications look like? In this episode, Adam Torres and Shawn Severson, Co Founder and President at Water Tower Research, explore the evolution of small cap research and what investors and CEO should know. About Shawn Severson Prior to co-founding Water Tower Research, Mr. Severson established and built alphaDIRECT Advisors as an investor intelligence and research firm creating an innovative and unique platform that combined his significant equity research experience and position…

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Adam Torres and Michael Lee discuss the market. Subscribe: iTunes / Spotify  Apply to be a guest on our podcast here Show Notes: Heading into 2024 investors have lots of questions on their minds. In this episode, Adam Torres interviewed Michael Lee, Founder of Michael Lee Strategy. Explore the current state of the market and how investors should be planning for 2024 and beyond.  About Michael Lee Over 20 years of financial services experience, currently as a Founder, Portfolio Manager, & Market Strategist at Michael Lee Strategy. Prior as the founder of Tiger Wealth Management, and a Vice President in the Institutional Middle Markets…

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Adam Torres and Kai Sato discuss growing companies. Subscribe: iTunes / Spotify Apply to be a guest on our podcast here Show Notes: Why do so few companies ever reach even $1M in revenue, let alone $10M? In this episode, Adam Torres and Kai Sato, General Partner at Mauloa, explore what it takes to grow a company, including why it can be so difficult for microcaps to find product-market-fit. About Kai Sato Kai is the founder of Kaizen Reserve, which fosters innovation and unlocks new growth avenues for corporations and family offices. He is an advisor to Forma Capital, a consumer-focused venture firm that specializes…

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Adam Torres and Tony Barletta small business success. Subscribe: iTunes / Spotify Apply to be a guest on our podcast here Show Notes: Running a virtual workforce, navigating covid, a recession and so much more are covered in this conversation. In this episode, Adam Torres and Tony Barletta, Co-Owner and Managing Partner at The Nuvo Group, Inc., explore entrepreneurship and the upcoming microcap conference.  About The Nuvo Group, Inc. The Nuvo Group provides financial printing, digital publishing and EDGAR SEC electronic filing services to some of the world’s most respected financial institutions. They possess the tools, team and advanced technologies to ensure an exceptional…

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Adam Torres and Mark Elenowitz discuss alternative financing options. Subscribe: iTunes / Spotify Apply to be a guest on our podcast here Show Notes: Financing options for businesses vary widely.  In this episode, Adam Torres and Mark Elenowitz, Managing Director of Digital Offering, LLC, explore traditional and alternative financing options for businesses.   About Mark Elenowitz Mark Elenowitz is a Wall Street veteran with over 30 years experience. He co-founded a boutique investment bank that was based in Manhattan and its online capital formation platform BANQ®, both which have been instrumental in laying down the framework for Regulation A+ crowdfunding offerings. The methodology Mark Elenowitz…

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Adam Torres and David Shapiro discuss digital marketing for public companies. Subscribe: iTunes / Spotify Apply to be a guest on our podcast here Show Notes: In today’s challenging market for micro and small-cap companies, what should a company do to overcome the headwinds they face? In this episode, Adam Torres and David Shapiro, CEO of B2i Digital, Inc., explore the micro and small-cap sectors and the digital marketing landscape.  About David Shapiro David has worked in finance, technology, and marketing for 30 years, including 5 global banks and 3 advertising agencies. He currently supports the National Investment Banking Association as their Chief…

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Adam Torres and Douglas S. Ellenoff discuss taking a company public. Subscribe: iTunes / Spotify Apply to be a guest on our podcast here Show Notes: Why are there so many fewer public companies? In this episode, Adam Torres and Douglas S. Ellenoff, Partner at Ellenoff, Grossman & Schole LLP, explore both sides of the debate on whether or not to take a company public. About Douglas S. Ellenoff Douglas S. Ellenoff, a member of Ellenoff Grossman & Schole LLP since its founding in 1992, is a corporate and securities attorney with a focus on business transactions and corporate financings. The Firm, which consists of nearly 80…

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