Advisor Insights

Advisors play a key role helping companies navigate the public markets. The Advisor Insights podcast features conversations with members of our OTC Markets' Premium Provider Directory on the opportunities and challenges our issuer community often encounters.

B2i Technologies Inc. 12/10/2024

B2i Technologies Inc. Joe Dunlow, CEO of , joins us to discuss how his company of almost 25 years has grown and expanded in the website management space. B2i developed the first Software as a Service (SaaS) for IR which has now evolved into Data as a Service (DaaS) to simplify and streamline data captured on company websites. Tune in to learn more about leveraging these technologies! /episode/index/show/advisorinsights/id/34351435

CohnReznick LLP 11/11/2024

CohnReznick LLP Kim Clark-Pakstys, Managing Director, CFO Advisory and Swami Venkat, CFO Advisory Services Practice Leader at CohnReznick LLP join us to discuss the evolving role of the CFO, who has transitioned from a traditional financial overseer to a key driver of strategy, innovation, and digital transformation. Kim and Swami also discuss how CFOs in companies of all sizes are now instrumental in aligning technology, data, and processes to meet business objectives. /episode/index/show/advisorinsights/id/33839832

EGS Creative 10/15/2024

EGS Creative Martin Ryan, Founding Partner of EGS Creative, joins us to discuss how Emerging Growth Services has evolved into EGS Creative to fully encompass their expertise in all of the services that issuers expect from a fully-scaled agency. Tune in to learn more about all of the services that Martin and his team can provide! /episode/index/show/advisorinsights/id/33452382

Pedrosa 07/30/2024

Pedrosa Ramon Pedrosa, principal and founder of Pedrosa, joins us to discuss how Pedrosa provides expert investor relations communication services for companies who are listed on major stock markets. Pedrosa believes that non-US companies are able to leverage their unique stories to attract US investors through transparency and consistent communication. Tune in to learn more! /episode/index/show/advisorinsights/id/32290677

Usul Ventures Limited 06/18/2024

Usul Ventures Limited Kaan Özçelik, CEO and Founder of Usul Ventures Limited, joins us to discuss how Usul Ventures supports companies through comprehensive legal and financial advice as they seek access to US capital markets. Usul Ventures believe that accessing the US investor base, by cross-trading on OTCQX, will not only provide capital but also boost a company's credibility on a global scale. Tune in to learn more! /episode/index/show/advisorinsights/id/31774047

Heineken 05/20/2024

Heineken Federico Castillo Martinez, Director of Investor Relations at Heineken, joins us for a special feature to celebrate over 10 years of trading on OTCQX under the symbols HEINY and HINKF. Federico gives insight on how Heineken continues to preserve its EverGreen strategy while also connecting to multiple audiences and markets to remain one of the top brands in its industry. Tune in to learn more! /episode/index/show/advisorinsights/id/31342612

Doceo 04/19/2024

Doceo Sam Buchanan, Managing Director of Doceo, joins us to discuss how Doceo can provide visual media strategies and support for companies looking to build their presence in the evolving and growing digital world. Tune in to learn more! /episode/index/show/advisorinsights/id/30891808

Continental Stock Transfer & Trust Company 02/06/2024

Continental Stock Transfer & Trust Company Steven Nelson, President and Chairman of Continental Stock Transfer & Trust Company, joins us to discuss the inner workings of being a stock transfer agent. Continental Stock will execute the communications between public shareholders and issuers; acting as the liaison for the issuers. Tune in to learn more! /episode/index/show/advisorinsights/id/29812363

Alliance Advisors, Inc. 12/05/2023

Alliance Advisors, Inc. Kevin Langdon, Senior Vice President of Alliance Advisors, Inc., joins us to discuss the preparation that Alliance Advisors provides small and mid-cap companies. Kevin also stresses the importance of ESG, now that it has become one of the largest and most valued aspects of a company and shareholders will want to know how this initiative is being handled and worked into the values of their prospective investment. Tune in to learn more! /episode/index/show/advisorinsights/id/28924658

Golden Eagle Capital Advisors 11/07/2023

Golden Eagle Capital Advisors Maurizio Manzati, President of Golden Eagle Capital Advisors, joins us to discuss his company's international network and services in order to bring international companies to US investors. Tune in to learn more! /episode/index/show/advisorinsights/id/28536434

Viriathus Capital 10/10/2023

Viriathus Capital David Batista, Senior Managing Director of Viriathus Capital, joins us to discuss how his extensive history within the Australian marketplace has helped him turn his company global, bringing international companies to US investors. He stresses the importance of continuing to grow a company’s US investor base after joining the OTC Markets in order to continually trade their securities successfully and build brand awareness. /episode/index/show/advisorinsights/id/28237064

Securitize IO 09/05/2023

Securitize IO Steve Bendit, Head of Sales at Securitize IO, joins us to discuss the differences between using a fully digital transfer agent like Securitize over a traditional transfer agent. Securitize can support companies, in all industries, as the push to move digital is at an all-time high; this can be done through tokenization. Tune in to learn more! /episode/index/show/advisorinsights/id/27905313

New to the Street 08/08/2023

New to the Street Vince Caruso, CEO and Co-Founder of New to the Street, joins us to discuss how his company can help OTCQX and OTCQB companies gain earned media coverage. Through media appearances across all major financial broadcast networks, companies benefit from increased exposure to the financial investment community. Tune in to learn more! /episode/index/show/advisorinsights/id/27651288

Socialsuite Holdings, Inc. 07/11/2023

Socialsuite Holdings, Inc. Seth Forman, President of ESG at Socialsuite Holdings, Inc., joins us to discuss the need to become more ESG conscious. Seth details the process and the extent of regulations that a company must go through in order to meet this criteria. Listen to hear how with Socialsuite's help, they make the experience easier as they are well-versed in everything ESG-related. /episode/index/show/advisorinsights/id/27422961

Diamond Equity Research 06/13/2023

Diamond Equity Research Hunter Diamond, Chief Executive Officer of Diamond Equity Research, joins us to discuss how Diamond Equity Research delivers one of the top services in equity research and prides themselves on their relationships with their clients. They work with small cap companies who don't have the internal resources to deliver extensive reports and gain the proper exposure to grow their companies. /episode/index/show/advisorinsights/id/27124524

Arctic Securities LLC 04/25/2023

Arctic Securities LLC Audun Hoen, Chief Executive Officer of Arctic Securities LLC, joins us to discuss how Arctic Securities assists Scandinavian companies reach the US market in order to expand their investor base and grow their company. One of the most important factors in gaining US attention is cross-trading on a US market, such as OTC Markets, and exposing the brand to US investors and consumers. /episode/index/show/advisorinsights/id/26634792

AlphaRoot 03/28/2023

AlphaRoot Eric Schneider, Managing Director of AlphaRoot, joins us to talk about his company and the significance of cannabis insurance. Eric touches on the importance of using an insurance broker, such as AlphaRoot, who specializes in the necessary field in order to have the full knowledge and exposure to all resources and coverage to thrive in the market. /episode/index/show/advisorinsights/id/26317929

Sidoti & Company 02/28/2023

Sidoti & Company Peter Sidoti, CEO and Founder of Sidoti & Company, as well as John DeBono, Director of Corporate Relations and Head of Company-Sponsored Research joins us to share insight on how Sidoti & Company can be an asset for smallcap and micro-cap companies by using their research resources. Sidoti & Company's product gives these companies a chance to compete with giants in their same industry who already have large amounts of funding and resources readily available to them. /episode/index/show/advisorinsights/id/26026446

OTC Advisory Services 02/07/2023

OTC Advisory Services Sarah Morrison, President of OTC Advisory Services, joins us to share her experience working with prospective companies looking to cross-trade in the US. She gives insight on the steps a company must take in order to enter the US and the level of support her firm provides to ensure a smooth transition onto the OTC Markets. /episode/index/show/advisorinsights/id/25776165

Arthur J. Gallagher & Co. 01/10/2023

Arthur J. Gallagher & Co. Arthur J Gallagher & Co. Podcast: Pierre Woozevelt, Area Vice President of joins us to talk about D&O and cyber insurance. He walks us through how Gallagher helps companies access risk and protect their assets when going from a private to a public market while also stressing the importance of cyber security post pandemic with the shift into work from home business models. /episode/index/show/advisorinsights/id/25450743

Equity Stock Transfer 12/20/2022

Equity Stock Transfer Mohit Bhansali, CEO of joins us to talk about transfer agents and how Equity Stock Transfer helps companies address common pain points. He shares details to help small and microcap issuers better understand their relationship with their transfer agent in the public markets. /episode/index/show/advisorinsights/id/25376436

Integrität Audit, Accounting & Advisory LLC 11/22/2022

Integrität Audit, Accounting & Advisory LLC Cicely Parada, Managing Member of joins us to talk about 15c2-11 and how Integritat helps companies become current under the rule. She also provides some tips to Cannabis and Crypto companies about what they should be focusing on in their accounting and reporting formation. /episode/index/show/advisorinsights/id/25088916

Harbor Access LLC 09/12/2022

Harbor Access LLC Jonathan Paterson, Founder & Managing Partner of , an Investor Relations firm that represents and advises small and mid cap companies, talks to us about the IR landscape. Jonathan tells us his take on where companies should focus their Investor Relations strategies in today’s market, and gives us some tips on what you should consider when hiring an IR advisor. /episode/index/show/advisorinsights/id/24324417

Clear Trust, LLC 08/09/2022

Clear Trust, LLC Join us as we speak with Kara Kennedy, Executive Director, of , a full service Stock Transfer Agent on the OTC Premium Provider Directory. Kara discusses the importance and role of having a Transfer Agent, especially for Community Banks. Don't know what DTC eligibility, or DWAC and/or DRS is? Listen in and find out. /episode/index/show/advisorinsights/id/23974458

IIR Global 07/12/2022

IIR Global John Kimber Executive Director of North America of tells us how his firm stands out as a research house licensed with the regulators in the USA and Australia. Working across a wide variety of industries, listen in as John tells us about his wide distribution and efforts they go to make sure both individual and institutional investors have access to their research. /episode/index/show/advisorinsights/id/23707754

Telsey Advisory Group, LLC 06/14/2022

Telsey Advisory Group, LLC Dana Telsey, Chief Executive Officer and Chief Research Officer of speaks with Matt Liteplo, Host of Advisor Insights presented by OTC Markets. They talk about small-cap companies and the ever-changing investor landscape in today's market. Are retail investors becoming a more attractive prospect? How do you target institutional investors? Join in to hear Dana's insights. /episode/index/show/advisorinsights/id/23425652

Ext. Digital 03/01/2022

Ext. Digital In this episode of Advisor Insights, we speak with Richard Heft, President and Co-Founder of , a firm which uses digital marketing campaigns and their own proprietary financial-influencer network to assist issuers in their growth as public companies. We discuss how digital media has grown over the past few years, especially throughout the pandemic and what issuers should be focusing on when they are thinking about launching their own digital media campaign. /episode/index/show/advisorinsights/id/22300184

BTV Business Television 02/01/2022

BTV Business Television Taylor Thoen is the Founder and CEO of , a platform which provides companies the opportunity to tell their story across multiple channels including Bloomberg Television, Fox Business News, and a plethora of financial sites. On this episode, Taylor mentions that “marketing is a process, it’s not an event” listen in to hear what she means and what you should be thinking about as you begin outreach to investors. /episode/index/show/advisorinsights/id/21979067

Anthony L.G., PLLC 09/30/2021

Anthony L.G., PLLC In this episode, Laura Anthony, Founding Partner of Anthony L.G., PLLC, discusses the qualifications of listing on our OTCQB Venture Market and OTCQX Best Market. Whether you’re a private company or a company that trades on the PINK Open Market, listen in to learn about the qualifications, our OTCIQ platform, as well as tips and suggestions for communicating with the OTC Markets team. /episode/index/show/advisorinsights/id/20662148

News Direct 07/27/2021

News Direct In this episode of Advisor Insights, we speak with Gregg Castano, Founder and CEO, of News Direct, a state-of-the-art news and content distribution service. Gregg talks about media, and provides some ideas on what companies can do in their press releases to grab the eye of current and potential investors. /episode/index/show/advisorinsights/id/19946600

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