Please give us an overview of Scout Investments and its history. Mr. Smashey: Sure. Scout Investments has been around for a long time. The firm has been managing mutual fund money since 1982. The ...

I understand you joined SouthernSun almost 20 years ago and worked in private equity before then. Could you tell us about how you got started in the industry and your role at SouthernSun Asset ...

Please give us an overview of RMB, which I understand is now Curi Capital? Mr. Faber:  Yes. Curi Capital is an investment advisory firm focused on preserving and growing wealth for individuals and ...

Please give us an overview of Janus Henderson and your role. Mr. Schaechterle: Janus Henderson is a diversified asset manager with, as of June 30 this year, approximately $457 billion in assets under ...

To start things off, I understand that your education wasn’t in finance. So how did you get started in the industry? Ms. Love: My background might not historically read “finance nerd,” but I am indeed ...

Word count: 2,503 TWST: You spoke with The Wall Street Transcript in 2023, but for our readers who aren’t familiar, please give us an overview of your area of coverage. Mr. Nabhan: Sure. I cover ...

Taylor Lauber is the Chief Executive Officer of Shift4 Payments Inc. and a member of the company’s board of directors. He has been with Shift4 since 2018 and his prior roles include President ...

Gus A. Galá is a Senior Equity Research Analyst covering Fintech and Info Services at Monness, Crespi, Hardt & Co., an independent research, sales and trading firm. Prior to joining MCH in 2023 ...

David Swartz is a senior equity analyst, consumer research, for Morningstar, Inc. He covers department stores, specialty retailers, and manufacturers and retailers of apparel, footwear, and ...

Mike Massaro is CEO of Flywire Corp. His background spans global payments, mobile software and hardware, and e-billing at high-growth technology companies, including Carrier IQ and edocs, Inc. Mr ...

Dax Dasilva is Founder, CEO, and Director of Lightspeed Commerce Inc, a unified POS and payments platform. Mr. Dasilva was reappointed as CEO on February 15, 2024. Prior to that, he served as ...

Word count: 3,884 TWST: 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 ...