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Apr 21, 2020 - Apr 23, 2020
Virtual
Planet MicroCap Showcase 2020

VIRTUAL KEYNOTES

Ian Cassel

MicroCapClub.com

Ian is a full-time microcap investor. He is the founder of MicroCapClub.com, CIO of Intelligent Fanatics Capital Management, and co-founder of IntelligentFanatics.com. He lives in Lancaster, PA with his wife and two children.

Tobias Carlisle

Acquirers Funds®

Tobias Carlisle is the founder of The Acquirer’s Multiple®. He is the founder of Acquirers Funds, LLC.

He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.

Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Connect with Tobias on Twitter, LinkedIn or Facebook.

Dan Rasmussen

Verdad Advisors

Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan earned an AB from Harvard College summa cum laude and Phi Beta Kappa and an MBA from the Stanford Graduate School of Business.

He is the New York Times bestselling author of American Uprising: The Untold Story of America’s Largest Slave Revolt. In 2017, he was named to the Forbes 30 under 30 list.

Rick Rule

Sprott U.S. Holdings

Rick Rule began his career in the securities business in 1974 and has been principally involved in natural resource security investments ever since. He is a leading resource investor specializing in mining, energy, water utilities, forest products and agriculture, and has originated and participated in hundreds of debt and equity transactions with private, pre-public and public companies. Mr. Rule is also the Founder of Global Resource Investments, President and CEO of Sprott U.S. Holdings, Inc. and a member of the Sprott Inc. Board of Directors. He is a frequent speaker at industry conferences and has been interviewed for numerous radio, television, print and online media outlets concerning natural resource investment and industry topics. Mr. Rule is frequently quoted by prominent natural resource oriented newsletters and advisories.

PANELS

Best Canadian Non-Resource MicroCap Ideas During Coronavirus Crisis

Participants: Neil Seeman (RIWI Corp.), Nick Blitterswyk (UGE International), Sean Krakiwsky (Nanalysis Corp.)

Moderated By:
Paul Andreola

Potential Solutions for Addressing the Coronavirus Pandemic

Participants: Mark Emalfarb (Dyadic International), Jeffrey Wolf (Heat Biologics), Seth Lederman (Tonix Pharmaceuticals), David Dodd (GeoVax)

Moderated By:
John Vandermosten

Looking for Value and Opportunity in the Cannabis Industry

Participants: Nick Kovacevich (KushCo Holdings), Kellen O'Keefe (Flower One), Alan Brochstein (New Cannabis Ventures)

Moderated By:
David Lachtman

Planet MicroCap Podcast: Virtual

Participants: Maj Soueidan, Jason Hirschman, Sam Namiri, Connor Haley

Moderated By:
Robert Kraft

OTC Markets Navigating Liquidity, Quality and Success – The Long Game

Participants: Sebastien Pare (VIQ), Laura Kiernan (High Touch IR), Stefan Spath (Madison Capital)

Moderated By:
Andy Kyzyk

COVID-19: Legal Ramifications for Small Businesses

Participants: Lynne Bolduc (FitzgeraldYapKreditor LLP), Lou Bevilacqua (Bevilacqua PLLC), Laura Anthony (Anthony L.G., PLLC)

Moderated By:
Jim Jenkins

COVID-19: Accounting Ramifications for Small Companies

Participants: David Grossman (Marcum LLP), Corey Fischer (Weinberg & Company), Michael Aiello (Centri Business Consulting)

Moderated By:
Neil Levine

SPEAKERS

Paul Andreola

Paul has one focus in his research: fundamental cash flow and earnings in micro-cap and smallcap companies. His successful track record in getting 100%-1000% returns from his stocks comes from studying financial statement and industry reports, so by the time he talks to management, he knows as much about the company and the industry as they do.

Paul has honed his skills from 30 years of varied smallcap experience.He has been the co-founder of two public companies and CEO and director of another, all three in the technology space. He also helped raise the initial funding for each. This experience gives him an important view when he is interviewing management for newsletter stock picks. He knows the pitfalls and mistakes that management teams must avoid.

Paul also spent 10 years as a retail stockbroker, again focusing exclusively on smallcaps. He knows the capital structures that work and don't work in the microcap space. He knows the company, the industry, AND the stock.

Paul's goal is to be first in identifying smallcap growth stocks before they are discovered by the broader market. That involves hours of exhaustive fundamental research, and then drawing on a tight network of experienced and senior contacts.

There are no resource stocks in Paul's portfolio, which is where most of Canada's smallcap crowd focuses. The Canadian microcap market, especially the non-resource space, is a huge opportunity for investors willing to dig deep and uncover these hidden gems.

Paul understands the intricacies of the public markets and the challenges smallcap companies face. He is now funneling all that experience and discipline into a newsletter called Smallcap Discoveries.

When he is not scanning quarterly reports, Paul can be found playing with one of his four children.

Corey Fischer

Corey Fischer is Firm Managing Partner at Weinberg & Company, www.weinbergla.com, a full service PCAOB and CPAB registered firm serving clients throughout the US, Canada and the Pacific Rim. With more than 25 years of experience, he has worked extensively with large national CPA firms, and also has been an SEC reporting officer for a number of NASDAQ listed companies. Corey is an expert in financial reporting, SEC compliance, raising debt and equity, mergers and acquisitions, and structuring accounting operations. His unique combination of public and private accounting experience gives him a thorough understanding of both the financial and operational needs of public companies worldwide in the following industry sectors: Consumer Products, Distribution, Clean Energy, Life Sciences, Entertainment and Leisure Time Industries. Prior to joining Weinberg & Company, Corey was CFO or Vice President of Finance for NASDAQ listed companies. Earlier in his career, Corey was a senior audit manager with accounting firms Deloitte & Touche and Laventhol & Horwath. There, he was responsible for directing and overseeing SEC services to large public companies. In addition, at Laventhol & Horwath he was assigned to its National Office where he assisted in the development of certain of the firm's auditing and accounting manuals. Regarded as an accounting expert, Corey is quoted in industry and business publications, including the Los Angeles Business Journal. He is a Certified Public Accountant, licensed in California and Florida. Corey is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Corey graduated with Honors from the University of Florida with a Bachelor of Science degree in Business Administration.

Contact Corey at: 310-601-2200 or CoreyF@weinbergla.com.

Connor Haley

Connor Haley founded Alta Fox Capital Management, LLC in April 2018 after more than a decade of successfully investing and advising capital for family, friends, and himself in the small and micro-cap space. He aspired to create an investment vehicle with the flexibility to search around the world for the highest quality assets at the lowest possible prices -- even if that meant investing in obscure and under the radar securities.

Prior to founding Alta Fox, Connor spent three and a half years as an analyst at Scopia Capital Management LP, a multi-billion dollar long/short investment fund in New York. Prior to Scopia, Connor worked for Goldman Sachs' Special Situations Group and two California-based hedge fund managers concentrated on small-cap investments. Connor graduated magna cum laude from Harvard College with an A.B. in Government.

Connor has long had a passion for small and micro-cap securities:

  • He is currently the #1 ranked investor on MicroCapClub.com, a community of 250+ micro-cap focused investors
  • Connor previously operated thevariantview.com, which analyzed small and micro-cap equity investment ideas
  • He is a member of the exclusive ValueInvestorsClub.com
  • He has successfully managed a small and micro-cap focused personal investing account since 2007 and won numerous value investing competitions
Jason Hirschman

Jason employs a small businessman’s approach to investing. Combining 20 years of stock picking experience with the skills and insights from managing a family business, he looks for high quality publicly traded microcaps with substantial growth runways. Jason is also a popular poster at MicroCapClub and was featured in a Planet MicroCap podcast.

In today’s index obsessed world, Jason finds that the microcap space offers a fertile ground for both developing a “variant perception” and taking advantage of exaggerated price volatility. With his graying beard has come an appreciation for honest management and a high return on unlevered equity. Jason firmly believes that a cornerstone of successful microcap investing is communication – with fellow microcap investors and management teams.

Although it is rumored that his best friend is a Macbook containing years of spreadsheets and conference call transcripts, Jason treasures his 27 years relationship with wife Goodwill and two sons Depreciation and Amortization.

Robert Kraft

Robert Kraft is the Chief Executive Officer of SNN Incorporated, Editor-in-Chief of StockNewsNow.com, the Official MicroCap Stock News Source, and Host of the Planet MicroCap Podcast | MicroCap Investing Strategies, a podcast dedicated to educating the next generation of investors how to invest in MicroCap stocks. He continues to maintain that MicroCap stocks is where the best and brightest investors of our time have built their wealth and fortunes, and its important to continue to share with the masses incredible MicroCap stories, as well as educate on best investing strategies from leading thinkers, experts and investors in the MicroCap space.

Robert recently earned his MBA from the Graziadio School of Business at Pepperdine University and has a BA in Communications from the University of California, San Diego. 

Andy Kyzyk

ANDY KYZYK Senior Vice President Advisor Relations Andy Kyzyk leads our Advisor Relations group at OTC Markets. Focused on outreach to our advisor community, Andy is dedicated to enhancing existing relationships and nurturing new contacts, all in an effort to raise awareness of OTC Markets’ core initiatives. Previously, Andy ran International Business Development. Prior to OTC Markets, Andy served as Vice President/Executive Director in the Equities division of Goldman Sachs and as Head of the American Depositary Receipts Group for the Goldman Sachs NYSE Specialist Division. Andy has an Executive MBA from the A.D. Little School of Management and a BA from NYU.

David Lachtman

Mr. Lachtman is a Managing Director and leads The Benchmark Company’s West Coast investment banking division. Prior to joining Benchmark, Mr. Lachtman was Managing Director, Head of Equity Placements at Merriman Capital, Inc. (2010-2015). Mr. Lachtman has extensive experience as an entrepreneur, advisor and board member in addition to the capital markets. Mr. Lachtman spent the formative years of his career as Vice President in the Institutional Equity Sales Division at Dain Rauscher Wessels/RBC Capital Markets based in San Francisco. He began his career as an associate in the Institutional Equity Sales group with Van Kasper & Company.

Mr. Lachtman earned his B.A. in International Trade and Economic Relations from UC Berkeley.

Neil Levine

Neil is a partner at Friedman LLP and has over 30 years of public accounting experience. He directs audit engagements for SEC registrants, as well as privately held companies, not-for-profits, nursing homes and healthcare companies, and has served both developmental and emerging companies and old-line businesses.

Prior to joining Friedman LLP, Neil managed his firm's Public Companies/SEC Practice, organizing its quality control procedures and ensuring that the firm complied with PCAOB regulations. He will continue to provide compliance oversight on audit and accounting standards as well as technical assistance on related matters. He is an expert in managing reporting requirements for small-, mid- and large-cap companies.

His expertise includes:

  • Providing financial and tax planning strategies to maximize savings
  • Negotiating and structuring merger and acquisition transactions
  • Planning, supervising and reviewing complex audit engagements for the purpose of issuing financial statements
  • Performing financial and internal audits to evaluate operations, controls and profitability
  • Arranging bank financing
  • Developing marketing strategies

Affiliations:

  • American Institute of Certified Public Accountants
  • Congregation M'Kor Shalom, Finance Committee
  • Katz Jewish Community Center, Former board member

Awards:

  • Recipient of the Sid Levy Memorial Volunteer of the Year award, 2015
  • Camden County Freedom of Medal award, 2013
Joe Lucosky

Joseph M. Lucosky is the founding and managing partner of Lucosky Brookman LLP and oversees both the transactional and litigation departments. Mr. Lucosky has a broad multidisciplinary practice that includes extensive experience in litigation and dispute resolution, regulatory investigations (including FINRA and SEC matters), negotiated mergers and acquisitions (including reverse mergers); domestic and cross-border investments/joint ventures; the representation of private equity; venture capital and other private investment funds; securities offerings; private and public financings (including secured and unsecured lending); bankruptcy transactions; real estate matters; and various other types of commercial transactions. In addition, he counsels corporate boards, board committees (including special committees) as well as being a personal adviser to many entrepreneurs, business leaders and corporate executives. He has counseled clients on significant litigation, regulatory and transactional matters across a number of industry sectors.

Sam Namiri

Sam Namiri is a Portfolio Manager and Analyst at Ridgewood Investments, where he concentrates on managing the Ridgewood Select Value Fund, Ridgewood's fund focused on investing in small and micro-cap companies. Prior to Ridgewood, Sam was an associate at Grand Slam Asset Management, a Small Cap Hedge Fund and also the Founder and President of Shop Network, a jewelry company involved in television, media, manufacturing, distribution and e-commerce. He led the company in producing a reverse-auction television show selling jewelry which aired on DirectTV, started a plant overseas to manufacture semi-precious gemstone jewelry, and developed a global supply chain. Mr. Namiri has a BS in Industrial Engineering and Operations Research from the University of California, Berkeley and an MBA from Columbia Business School.

Maj Soueidan

Majed (Maj) Soueidan received his dual major degrees in 1992 in Finance and Risk Management from Temple University and has been an investor since 1989. He co-founded GeoInvesting in 2007 to bring institutional quality long-biased investment research to the average investor and help broaden the awareness of the opportunities that exist in the inefficient micro-cap and small-cap equity universe and U.S Listed China stocks, all the while combining the tenets of growth plus value.

Maj works with and manages the 'GeoTeam' on a daily basis to increase its investment opportunity pipeline and heighten GeoInvesting's awareness in the financial markets to intensify its market influence. Maj stresses the concept of "information arbitrage" in an era where info overload has actually made it more difficult for investors to locate profitable information.

David Grossman

David Grossman is a partner in the Firm's Assurance Services group of the Firm's Houston, Texas office, specializing in finance and accounting, mergers and acquisitions, SEC filings, IPOs, and venture capital. He has experience with both national and international corporations and has served clients in many industries, including energy, financial services, manufacturing, airline services, mining, telecom-munication, technology, mortgage banking, software development, healthcare, and distribution. Mr. Grossman is fluent in preparing statements for the SEC as well as both NASDAQ and NYSE, including Forms 10-K, 10-Q and S-1 registration statements. He is also well-versed in navigating Sarbanes-Oxley requirements to ensure that internal controls and procedures, including compliance testing, are in place and operating effectively. His background in both public accounting and private industry enables Mr. Grossman to closely identify with the financial executives he serves. He joined Marcum in 2018 as the result of a merger with his predecessor firm, GBH CPAs, PC, where he was a founding shareholder and served as Chief Operating Officer. Prior to forming GBH, Mr. Grossman was a partner with a CPA firm focused on public company clients. He previously held executive-level financial and operations positions in diverse industries, including at a public global diversified resources company, a private telecom-munication and technology start-up company, and a U.S. public company with international joint venture operations. He entered the accounting profession at a "Big Four" firm, where he advanced to senior audit manager over a 10-year career.

Jim Jenkins

James M. Jenkins, Partner at Harter Secrest & Emery LLP

James M. Jenkins has nearly 30 years of public company experience representing domestic and international clients in corporate governance, general corporate law and securities law matters, including initial and secondary public offerings, private placements, mergers and acquisitions, and securities law compliance.

John Vandermosten

John Vandermosten is currently a senior biotechnology research analyst for Zacks Investment Research where he covers a portfolio of small cap biotechnology names. His background includes 19 years of experience in a variety of investment management and research roles across all market cap ranges and throughout the capital structure. John is a frequent moderator of life sciences industry panels and his research articles have been posted extensively on Yahoo Finance News and throughout life sciences social media circles.

Formerly, John was a research analyst for Singular Research covering the health care space and a consultant with Coker Group, a national healthcare services firm providing financial advisory, investment banking, healthcare IT and other services to hospitals and other health care organizations. At Coker Group he consulted with clients in a variety of strategic and financial areas, including asset valuations, due diligence and transactions. Prior to his role as sell-side analyst and consultant, John was a portfolio manager at Westwood Holdings Group and covered health care and other spaces as research analyst. John also worked at the Teacher Retirement System of Texas as investment analyst on the agency’s large cap call overwriting fund.

John has an MBA from Texas A&M University, an MA from Tulane University and a BA from San Diego State University. He has also earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Dallas.

Registration

Closed since June 12, 2020

Location

Virtual