Advisor Insights

OTC Markets Group
  • 5.0 (2)
  • BUSINESS

Advisors play a key role helping companies navigate the public markets. The Advisor Insights podcast features conversations with members of our OTC Markets' Premium Provider Directory on the opportunities and challenges our issuer community often encounters.

  1. 10/22/2025

    Water Tower Research

    Shawn Severson, CEO of Water Tower Research, joins us to discuss how the firm is transforming equity research through open-access content and AI-driven insights. Severson explains how AI is reshaping the research landscape—accelerating analysis, expanding investor access, and challenging traditional models—while emphasizing the importance of discovery, transparency, and direct engagement with management teams.

    22 min

  2. 12/10/2024

    B2i Technologies Inc.

    Joe Dunlow, CEO of B2i Technologies Inc., joins us to discuss how his company of almost 25 years has grown and expanded in the website management space. B2i developed the first Software as a Service (SaaS) for IR which has now evolved into Data as a Service (DaaS) to simplify and streamline data captured on company websites. Tune in to learn more about leveraging these technologies! View Podcast Transcript

    14 min

  3. 11/11/2024

    CohnReznick LLP

    Kim Clark-Pakstys, Managing Director, CFO Advisory and Swami Venkat, CFO Advisory Services Practice Leader at CohnReznick LLP join us to discuss the evolving role of the CFO, who has transitioned from a traditional financial overseer to a key driver of strategy, innovation, and digital transformation. Kim and Swami also discuss how CFOs in companies of all sizes are now instrumental in aligning technology, data, and processes to meet business objectives.

    21 min

  4. 10/15/2024

    EGS Creative

    Martin Ryan, Founding Partner of EGS Creative, joins us to discuss how Emerging Growth Services has evolved into EGS Creative to fully encompass their expertise in all of the services that issuers expect from a fully-scaled agency. Tune in to learn more about all of the services that Martin and his team can provide!

    20 min

  5. 07/30/2024

    Pedrosa

    Ramon Pedrosa, principal and founder of Pedrosa, joins us to discuss how Pedrosa provides expert investor relations communication services for companies who are listed on major stock markets. Pedrosa believes that non-US companies are able to leverage their unique stories to attract US investors through transparency and consistent communication. Tune in to learn more! View Podcast Transcript

    12 min

  6. 06/18/2024

    Usul Ventures Limited

    Kaan Özçelik, CEO and Founder of Usul Ventures Limited, joins us to discuss how Usul Ventures supports companies through comprehensive legal and financial advice as they seek access to US capital markets. Usul Ventures believe that accessing the US investor base, by cross-trading on OTCQX, will not only provide capital but also boost a company's credibility on a global scale. Tune in to learn more! View Podcast Transcipt

    9 min

  7. 05/20/2024

    Heineken

    Federico Castillo Martinez, Director of Investor Relations at Heineken, joins us for a special feature to celebrate over 10 years of trading on OTCQX under the symbols HEINY and HINKF. Federico gives insight on how Heineken continues to preserve its EverGreen strategy while also connecting to multiple audiences and markets to remain one of the top brands in its industry. Tune in to learn more! View Podcast Transcript

    13 min

  8. 04/19/2024

    Doceo

    Sam Buchanan, Managing Director of Doceo, joins us to discuss how Doceo can provide visual media strategies and support for companies looking to build their presence in the evolving and growing digital world. Tune in to learn more! View Podcast Transcipt

    14 min
See All (42)

Ratings & Reviews

5
out of 5
2 Ratings

About

Advisors play a key role helping companies navigate the public markets. The Advisor Insights podcast features conversations with members of our OTC Markets' Premium Provider Directory on the opportunities and challenges our issuer community often encounters.

Information

  • Creator
    OTC Markets Group
  • Years Active
    2020 - 2025
  • Episodes
    42
  • Rating
    Clean
  • Copyright
    © OTC Markets Group
  • Show Website
    Advisor Insights