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 ...

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

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 ...

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 ...

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 ...

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: 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 ...