This September, Harbor Access spoke with Bankrate.com's Washington Bureau Chief Mark Hamrick. We explored the anticipated developments in the capital markets in light of the upcoming rate cuts and the November's election.

This month, we spoke with Fund Manager Richard Penny from Crux Asset Management about the latest regulatory changes in the UK. Post-COVID, small-cap companies have struggled, but recent adjustments made over the summer aim to enhance the attractiveness of the UK as a hub for micro- and small-cap enterprises.

Summer can be full of surprises. Trying to manage portfolios during the tumultuous season can be challenging. We sat down with Mary Throop of Summerhill Capital Management and Mark Ellis of Noble Bay Asset Management to learn how to alleviate chaos' impact on your portfolio.

This month, we explore the significant shifts in small cap active management over the past two decades with Peter Puccetti, Chairman & CIO of Goodwood Funds. Particular attention is paid to the profound impact of ETFs, which tend to invest heavily in large cap stocks to mirror indices. Smaller companies often struggle to attract the same level of investment, altering traditional valuation metrics and performance expectations within the small cap sector.

This month, we delve into the 13F proposal, championed by NIRI, NYSE, and SGC, with Matthew Brusch, CEO of NIRI. This initiative, which addresses outdated regulations and aligns with technological advancements in trading, seeks to provide U.S. companies with more immediate knowledge of their major shareholders, bolstering market integrity and investor confidence.

This month, we examine the IPO outlook for 2024, influenced by recent offerings like Reddit and Truth Social with OTC Markets Co-Head of EMEA, Jonathan Dickson. Amid greater market optimism, we discuss the importance of responsible IPO pricing and realistic founder expectations to curb short-term volatility.

This month, we delved into the essentials of crafting an impactful investor presentation with Jaime Collins, CEO of Witz End Designs. She shared invaluable insights into creating a coherent, concise presentation that captivates while informing potential investors.

For February, we caught up with Dr. Nicole Adshead-Bell of Hot Chili Ltd after VRIC. Before reaching the level of Independent Non-Executive Chairman at Hot Chili, she began her career as a geologist and spent much of her career bridging the gap between the technical, corporate (Executive and Director), institutional investor and investment banking segments of the business – within an ESG framework. Nicole had insight on navigating public speaking, how to judge the resilience of a company, and how non-executive senior employees can support management during demanding cycles.

This month we spoke with Ben Laidler, a Global Markets Strategist at eToro. Ben offered his perceptive predictions for the markets in the new year, including how investors should position themselves in advance of 2024 as well as what he most looks forward to.

As the year draws to a close, we sat down with Jonathan Paterson (JP), founder of Harbor Access, and explored a range of topics that shed light on the evolving landscape of investor relations and his personal insights.

This month, we spoke with Jason Paltrowitz, Executive Vice President of Corporate Services at OTC Markets Group. In his role, Jason manages the international and domestic Corporate Services business, drawing on his significant experience in cross-border trading. A staunch advocate for Regulation A+ and small company capital raising, he is dedicated to helping small cap issuers, start-ups, and entrepreneurial innovators. Jason's focus is on reducing the hurdles these entities face in becoming and remaining public companies, especially in terms of cost, time, and complexity. We asked Jason five questions about his blog post: Lawful but Awful: The Small Cap IPO Cycle. What he said might surprise you.

This month, we catch up with Todd Wenning, a seasoned investor and accomplished writer from Cincinnati, Ohio. Since 2006, Todd has been actively sharing his insights in his weekly Blog, Flyover Stocks into investing on various platforms. One blog article, 15 Questions to Ask Managment Teams, Revisited caught our eye. What he had to say might surprise you.

This month, we caught up with Chris Mayo, CFA, who serves as the Head of Primary Markets, Americas, for the London Stock Exchange Group (LSEG). With over 25 years of experience in corporate finance, Chris is a seasoned expert in helping companies and investment managers from the Americas tap into London's public markets for equity, debt, and fund listings. His extensive career includes stints at Barclays, Salomon Smith Barney, Citi, and Schroders, where he executed high-value IPOs, financings, and M&A deals across the US and Europe.

This month, we caught up with Jonathan Lansky, a passionate investor with a wealth of experience in the financial realm. Author of his own blog, “No Straight Lines Investments,” Jonathan's journey in the investment landscape has been marked by valuable lessons and a commitment to transparency. His blend of investment expertise and approachable demeanor makes him a unique and insightful voice in the world of finance.

This month, we had the privilege of interviewing Mark McSherry, a seasoned financial news publisher, editor, and reporter who has held significant roles at renowned news organizations including Bloomberg and Reuters. Currently, Mark runs his own news websites including the Scottish Financial Review, Northern Financial Review, and Euro Financial Review—and imparts his extensive media and journalism wisdom as a college professor at numerous NYC media schools.

This month, we interviewed Robert Bose, Charlestown Capital Advisors' principal in New York City. (Disclosure: He's also Sintana Energy, Inc.'s president, a client of Harbor Access). Robert joined Charlestown in 2014, offering merchant banking services to public and private firms, emphasizing energy. Before, he spent 17 years at Bank of Nova Scotia, specializing in M&A and capital markets for energy and power sectors.

After four decades in mining, Jim Hesketh, VivaGold CEO, possesses vast expertise in company names and the industry. Born in Barbados to British ex-patriot parents, he's worked in Greece, Malaysia, Thailand, Canada's artic, Newfoundland, Nova Scotia, and various frontier zones. Mining financing has evolved with the rise of streaming and royalty companies, affecting revenue streams, but Jim emphasizes adapting to ensure project progress.

In January 2023, Irwin launched "Winning IR," a podcast hosted by his partner, Faskin, to bridge the gap between corporates and the Street. They aim to create a community of IR practitioners, sharing insights and strategies amid the fast-paced evolution of their role. Find it on their website and major streaming platforms.

n an exclusive interview, we caught up with Ben Laider, a distinguished global markets strategist at eToro. During our conversation, we delved into various insightful discussions about the anticipated economic trends, investment opportunities, and potential challenges that lie ahead in the year 2023.

A demo day, typically used by start-ups at accelerators, is a great opportunity for public companies to sell their story to current and potential investors. We caught up with Lisa Riley, VP of Strategy & Sales & Deputy CEO at Vitalhub UK to talk about what makes for a good demo day and how it differs from a sales pitch.