Apr 21, 2020 - Apr 23, 2020 | Las Vegas, United States
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Apr 21, 2020 - Apr 23, 2020
Las Vegas, United States
Planet MicroCap Showcase 2020

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.

Tobias Carlisle

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.

Brandon Mackie

Brandon is a passionate microcap investor. He has developed a specific set of criteria for selecting investment ideas. The key attributes include:

  1. Attractive business models
  2. Compelling valuations
  3. Quality management teams
He then conducts intensive research, talking to management teams, industry contacts, and other like-minded investors. His philosophy is to know his stocks better than anyone else and build a concentrated portfolio around them.

Based in Texas, Brandon spent several years as a project manager and engineer with a multi-national oil company, a place where he could use BSc in Chemical and Biomolecular Engineering. That's where he developed his technical writing skills.

But then he got the investing bug. He started reading articles and books by the gurus of value investing: Warren Buffett and Ben Graham. He was hooked.

After following boring large cap stocks for a while, he began channeling all that experience to microcap stocks with cash flow. After being completely self-taught in the investing arena, he couldn't get enough. He started getting all these ideas about stocks and companies, so he began writing a blog, which he has now rolled into https://smallcapdiscoveries.com/.

Brandon writes about stocks he likes, but he also writes about process, how he thinks, and he analyzes his mistakes in an honest, raw manner. That's where a lot of the best information is for retail investors.

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.

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.

Chris Lahiji

Chris has been investing in micro-caps since 1996. He is also nearly bald, due to bad genetics and market crashes over the years.

Robert Kraft

Robert Kraft is the Chief Operating 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.

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.

Louis A. Bevilacqua

Lou Bevilacqua is the founding member of Bevilacqua PLLC. He is also a co-founder, President and General Counsel of Digital Offering. Previously, Mr. Bevilacqua was a partner in the Corporate and Securities Group at Pillsbury Winthrop Shaw Pittman LLP. Mr Bevilacqua counseled companies of every size ranging from entrepreneurs with just an idea to established companies trading on the NYSE or NASDAQ. http://www.bevilacquapllc.com

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.

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.

Brady Fletcher

Brady Fletcher, TMX Group: A Computer Engineer by background, Brady spent almost a decade in investment banking, primarily focused on financing and advising technology and diversified issuers through strategic transactions, before leaving to found Coastr. With Coastr, Brady successfully took a concept through ideation, building a development team, and launching the platform. We successfully sold a network of almost 30 venues locally while using customer feedback to drive iterative revisions to the app and backend platform. Throughout his investment banking career, Brady has advised hundreds of companies on business strategy, capital raising, public and private markets, and exit strategies – having successfully executed over $500million in growth equity financings, secondary transactions, and sell side advisory mandates. Brady has always been passionate about growth stage businesses, helping with strategy, business planning, executing financings, and ultimately exits.

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.

Margaret Rosenfeld

Margaret Rosenfeld has more than 20 years of corporate and securities law experience both within the United States and internationally. Her practice includes public company reporting, corporate governance, public and private financings, security token and digital asset offerings, blockchain technology matters, corporate investigations (internal and government), mergers and acquisitions, and intellectual property protection and licensing. Ms. Rosenfeld is one of two female attorneys in North Carolina to be ranked within the category of Corporate/M&A law by Chambers USA: Americas Leading Business Lawyers, first being listed in 2013.

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.

Peter Goldstein

Peter Goldstein is the Co-founder and Chairman of Exchange Listing, LLC. Peter Goldstein launched his career as an entrepreneur over 30 years ago and has served as an investment banker, executive officer, director, advisor and consultant to public and private emerging growth companies within the United States and international markets.

Peter Goldstein has actively participated in the Securities and Capital Market industry, structuring, negotiating, and implementing a broad range of transactions, including mergers and acquisitions, public and private offerings of securities, venture capital, private equity investments, joint ventures, and strategic alliances. Mr. Goldstein has assisted globally minded micro and small cap companies in diverse industries with the planning, design and implementation of an IPO or listing to a senior exchange to enhance shareholder value.

Mr. Goldstein is the Founder and Chief Executive Officer of Grandview Capital Partners, Inc., a financial services firm which provides M&A, financial, operational and organizational consulting services. Grandview Capital was founded in 1999 and Mr. Goldstein successfully operated Grandview Capital as FINRA/SIPC registered Investment Bank Team focuses on identifying and financing growth companies with access to the capital markets and a wide variety of financial advisory services. Our experience and capabilities in raising capital and providing advisory services for companies. The strengths of the firm included significant transaction and industry expertise with Investment banking services including Equity Capital Markets, Debt Capital Markets, Merger and Acquisitions.

Additionally, Mr. Goldstein was the Founder of a highly successful emerging growth company operating as a specialty food distributor in New York City. Mr. Goldstein has an MBA in International Business from the University of Miami, and has held the Series 7, 24,79, 99 and 66 securities license registrations with FINRA.

Shaji Varghese

Shaji Varghese is an Audit Partner at Friedman, bringing over 25 years of experience managing audit engagements for clients from start-ups to multi-billion dollar organizations.

Prior to joining Friedman, Shaji dedicated most of the past 14 years as a Partner in a large internationally registered public accounting firm focused on auditing public and private companies across industries, including life sciences/biotech, real estate, software and technology, financial services and manufacturing.

He is a proven advisor who has addressed a variety of accounting and business issues. Shaji is practical and easy to work with, and does not allow small issues to distort the big picture. He earns his clients’ trust by consistently delivering outstanding service based on deep industry experience, valuable insight and technical skills.

Shaji becomes personally involved with his clients and their businesses and commits to maintaining ongoing communications to ensure projects are completed in a timely and cost efficient manner. Additionally, as a sought after thought leader, Shaji is a frequent speaker on topics including the new Revenue Recognition and Leasing Standards at professional events, roundtables and conferences

Luisa Ingargiola

Luisa Ingargiola is a seasoned public company C.F.O., Audit Chair and Board Member. She has assisted the uplist of multiple companies and has had the honor of ringing the NASDAQ and NYSE bells several times. Ms. Ingargiola has been involved in over $250 Million in financing transactions and has assisted several companies with their corporate governance and uplist strategy. She is currently C.F.O. of Avalon GloboCare (NASDAQ:AVCO) and is the Audit Chair of several public companies. She received her Bachelor Degree in Business Administration from Boston University and her Master Degree in Health Administration from the University of South Florida.

Michael S. Jacobs

Mr. Jacobs joined Benchmark in late 2017 from Axiom Capital where he served as Head of Equity Capital markets from late 2013 to September 2017. Mr. Jacobs has 30 years of experience as an investment banker, financial services industry executive and entrepreneur. Mr. Jacobs was Co-Founder and President of Capital Growth Financial, LLC which he transformed from a start-up to a “big firm in a little box” with approximately 100 employees and $23 million in annual revenues. Mr. Jacobs has held a number of investment banking positions at New York based investment banks and holds an MBA from the Stern School of Business and a BBA degree from Emory University.

Amanda Schlank

Amanda has over ten years of public accounting experience working in a wide variety of industries, including audits of not-for-profit organizations (foundations, educational institutions and servicebased organizations), privately held companies and publicly traded companies. Amanda’s areas of expertise include: SEC compliance and reporting, the Sarbanes-Oxley Act, and audits in accordance with the requirements of the Uniform Guidance

Amanda graduated from California State University, Northridge, earning a Bachelor of Science in Accounting with a minor in economics. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and the California Society of CPAs.

Edric Guo

Edric Guo is currently the Chief Operating Officer of Univest Securities, LLC, a boutique full service investment bank based in New York. Mr. Guo has well- rounded expertise internationally in finance and capital markets. Fluent in Mandarin and English with an in-depth book of different capital market components both in APAC and US.

Location

3645 S Las Vegas Blvd
89109 Las Vegas, United States