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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

The Wall Street Transcript is a completely unique resource for investors and business researchers ...

Word count: 3,479 TWST: It has been a few years since we last spoke. So, let’s start with a brief refresher on your coverage area for our readers. Mr. Fong: That’s actually a good question, as ...

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 ...