Advertise on podcast: Advisor Insights

Shawn Severson, CEO of Water Tower Research, joins us to discuss how the firm is transforming equity research through open-access content and AI-driven insights. Severson explains how AI is reshaping the research landscape—accelerating analysis, expanding investor access, and challenging traditional models—while emphasizing the importance of discovery, transparency, and direct engagement with management teams.

Joe Dunlow, CEO of B2i Technologies Inc., 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! View Podcast Transcript

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.

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!

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! View Podcast Transcript

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! View Podcast Transcipt

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! View Podcast Transcript

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! View Podcast Transcipt

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! View Podcast Transcript

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!

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!

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.

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!   View Podcast Transcript

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!   View Podcast Transcript

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.   View Podcast Transcript