Microcap Moments

Shore Capital Partners

A podcast that captures the key issues, successes, challenges, and lessons learned in the microcap space through in-depth interviews with high-level leaders across Shore Capital and our portfolio companies.

  1. Building the Future of Clinical Research with PhaseWell | Carsten Bick

    DEC 17

    Building the Future of Clinical Research with PhaseWell | Carsten Bick

    In this episode, Carsten Bick shares his path from building healthcare services businesses to leading PhaseWell Research. He reflects on what drew him to clinical research, the opportunity to expand patient and physician access in a fragmented industry, and why people remain central to creating a successful platform. Carsten discusses scaling clinical trials through thoughtful partnerships, why culture and trust matter as much as process and technology, and how Shore Capital’s people-first approach aligned with his vision for long-term growth. He underscores the responsibility of building alongside experienced founders, staying close to patients, and letting purpose guide PhaseWell’s strategy and leadership. Key Takeaways: People-first leadership comes first, shaping how teams are built, decisions are made, and care is delivered throughout the organization.Expanding access to clinical research requires engaging more physicians and patients in a highly fragmented industry.Trust, culture, and experienced partnerships enable growth while preserving quality, integrity, and alignment with mission.Long-term success is driven by staying close to purpose, investing in people, and building platforms alongside partners who share a long-term vision. Chapters: 00:00 - Introduction05:57 - Expanding Access in a Fragmented Industry17:17 - People-First Leadership20:27 - Building Trust Through the Right Partnerships24:57 - Purpose, Scale, and Long-Term Growth Listen to our podcasts at: https://www.shorecp.university/podcasts You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique. Other ways to connect: Blog: https://www.shorecp.university/blog Shore University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ LinkedIn: https://www.linkedin.com/company/shore-university This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

    32 min
  2. Inspiring the Next Generation: Jordan Baltimore’s Vision for RISE

    DEC 4

    Inspiring the Next Generation: Jordan Baltimore’s Vision for RISE

    In this episode, Jordan Baltimore reflects on his unlikely path from volunteering to rake a baseball field to founding New York Empire Baseball and leading RISE. He shares how passion, curiosity, and a belief in what young athletes deserve shaped his vision for elevating youth sports. Jordan discusses why culture, coaching, and community sit at the heart of his model, how transforming coaching from a gig into a profession changes lives, and why Shore’s commitment to scaling culture, not just business, was the deciding factor in their partnership. He highlights the power of inspiration, the responsibility of shaping young athletes’ experiences, and how staying true to purpose continues to guide every decision he makes. Key Takeaways: Passion for people, community, and the joy of the game creates the foundation for meaningful growth in youth sports.Elevating coaching from a gig to a profession strengthens culture and ensures every athlete receives consistent, inspiring development.Great experiences come from focusing on the core of youth sports, connection, learning, and life lessons, not just technology or metrics.The right partnerships are built on shared values, a commitment to culture, and a clear vision for scaling without losing what makes the work special.Inspiration thrives when leaders stay curious, invest in development, and create environments where young athletes and coaches can learn, grow, and belong. Chapters: 00:00 - Introduction06:22 - Passion for Community12:40 - Building Sustainable Coaching21:25 - Finding the Right Partner34:59 - The Future of RISE Listen to our podcasts at: https://www.shorecp.university/podcasts You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique. Other ways to connect: Blog: https://www.shorecp.university/blog Shore University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ LinkedIn: https://www.linkedin.com/company/shore-university This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

    48 min
  3. From Grandma’s Kitchen to Market Maker: The Story Behind SDC Nutrition

    NOV 20

    From Grandma’s Kitchen to Market Maker: The Story Behind SDC Nutrition

    In this episode, Devenee Schumacher shares her journey from her grandmother’s kitchen to founding and building SDC Nutrition into a leading manufacturer in the health and wellness industry. She reflects on how her love of food, curiosity for science, and commitment to quality turned a homegrown idea into a company built on integrity and innovation. Devenee discusses how honesty and persistence guided her through the challenges of scaling a new market, why investing in people and doing what’s right creates lasting impact, and how true growth comes from staying grounded in purpose and passion. Key Takeaways: Purpose and passion often begin with humble roots where love for craft and family spark lifelong curiosity and drive.Integrity and quality build trust in products, partners, and people and form the foundation of lasting success.Resilience and innovation thrive when leaders stay true to their values, adapt to change, and keep improving what they create.True fulfillment comes from doing what’s right, investing in others, and leading with honesty, purpose, and heart. Chapters: 00:00 - Introduction05:16 - Humble Roots and Lifelong Curiosity07:40 - Turning Passion into a Product14:07 - Integrity and Innovation in Manufacturing22:10 - Growth, Partnership, and Purpose Listen to our podcasts at: https://www.shorecp.university/podcasts You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique. Other ways to connect: Blog: https://www.shorecp.university/blog Shore University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ LinkedIn: https://www.linkedin.com/company/shore-university This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

    30 min
  4. From Family Farm to Fortune 500 | Ken Meyer

    NOV 13

    From Family Farm to Fortune 500 | Ken Meyer

    In this episode, Ken Meyer shares his journey from growing up on a family farm to leading at Whole Foods and beyond. He reflects on how hard work, humility, and a people-first mindset shaped his 24-year career and guided him through major transitions from building teams to leading Whole Foods’ sale to Amazon. Ken discusses how trust, transparency, and empowerment drive lasting culture, why great leaders learn through failure, and how success comes from focusing on purpose, staying curious, and never losing sight of what matters most. Key Takeaways: Lasting leadership begins with hard work, humility, and curiosity that keep growth grounded in purpose.Empowering people through trust, transparency, and context creates a culture where teams thrive and leaders emerge.Successful transformations happen when leaders build trust, communicate openly, and stay true to shared values.Fulfillment comes from focusing on what matters most, helping others grow, and creating impact that endures. Chapters: 00:00 - Introduction03:45 - Lessons from the Farm09:30 - The Power of Trust and Empowerment15:11 - Leading Through Transformations22:44 - Purpose and Fulfillment Listen to our podcasts at: https://www.shorecp.university/podcasts You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique. Other ways to connect: Blog: https://www.shorecp.university/blog Shore University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ LinkedIn: https://www.linkedin.com/company/shore-university This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

    30 min
  5. Empowering People, Driving Growth, and Leading with Grit | Tara Conger

    NOV 5

    Empowering People, Driving Growth, and Leading with Grit | Tara Conger

    In this episode, Tara Conger reflects on her journey from athletics to executive leadership and how the lessons of great coaches shaped her approach to business. She shares how building trust, investing in people, and leading through change helped her guide Tandem HR through growth and a successful exit. Tara also discusses what makes private equity leadership unique, the importance of balancing impact with effort, and why resilience and culture are at the heart of every great team. Key Takeaways: Lessons from the field to the boardroom show that teamwork, preparation, and accountability turn potential into lasting success.Investing in people and culture creates the foundation for growth, where engagement and purpose drive performance.Great leadership grows from trust and resilience, guiding teams with clarity and empathy through transformation and uncertainty.True impact comes from focusing energy on outcomes that matter, not just the effort behind them. Chapters: 00:00 - Introduction04:40 - Lessons from the Field to the Boardroom09:41 - Building Culture Through Clarity and Connection13:51 - Leading Through Change with Empathy and Resilience22:53 - Focusing on Impact, Not Effort Listen to our podcasts at: https://www.shorecp.university/podcasts You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique. Other ways to connect: Blog: https://www.shorecp.university/blog Shore University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ LinkedIn: https://www.linkedin.com/company/shore-university This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

    30 min
  6. Caring at Scale: The PRO-spectus People-First Story

    OCT 29

    Caring at Scale: The PRO-spectus People-First Story

    In this episode, Amy Madden, Chief People and Culture Officer, and Suzanne Norman, Vice President of Patient Services at PRO-spectus, share how the company is evolving from a patient first culture to a people first growth strategy. They reflect on PRO’s rapid expansion, founder led roots, and the importance of staying scrappy while scaling. Amy and Suzanne discuss how investing in leadership development, performance management, and shared ownership is helping PRO grow by growing its people, and how an intentional, values driven culture remains the foundation of everything they do. Key Takeaways: Culture becomes a catalyst for growth when a patient first mission expands into a people first mindset that empowers performance and purposeIntentional connection sustains culture in a remote world, where engagement, transparency, and care keep teams aligned through rapid growthLeadership development drives scale when managers grow with intention, build consistency, and create environments where others can succeedShared ownership turns accountability into motivation, aligning personal success with the company’s mission and collective results Chapters: 00:00 - Introduction06:22 - Culture as a Catalyst for Growth11:46 - Intentional Connection in a Remote World14:02 - Leadership Development That Drives Scale22:54 - Shared Ownership and Accountability30:09 - Preserving Culture Through Growth Listen to our podcasts at: https://www.shorecp.university/podcasts You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique. Other ways to connect: Blog: https://www.shorecp.university/blog Shore University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ LinkedIn: https://www.linkedin.com/company/shore-university This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

    34 min
  7. Saying Yes and Building Better Systems of Care | Dr. Corey Waller

    OCT 15

    Saying Yes and Building Better Systems of Care | Dr. Corey Waller

    In this episode, Dr. Corey Waller traces his path from emergency and street medicine to leading systems change in behavioral health. He reflects on how saying yes to new challenges shaped his mission to build structures where the easy thing is the right thing. Corey shares insights on the evolving field of addiction treatment, the balance between ethics and business, and how real impact comes from creating systems that outlast any one person. Key Takeaways: Saying yes opens doors to growth and purpose, helping leaders discover new paths and create lasting impact through curiosity and actionLasting change comes from building systems that make doing the right thing the easy thing and endure beyond any one individualEthical healthcare thrives on good tension between medicine and business, where collaboration and accountability drive sustainable impactHumility and openness fuel continuous learning, allowing leaders to set aside ego, listen deeply, and grow alongside their teams Chapters: 00:00 - Saying Yes to Every Opportunity05:10 - Building Systems That Make the Right Thing Easy09:04 - Balancing Heart and Business in Healthcare14:11 - Finding Balance Through Ethical Tension16:24 - Staying Grounded While Striving to Grow Listen to our podcasts at: https://www.shorecp.university/podcasts You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique. Other ways to connect: Blog: https://www.shorecp.university/blog Shore University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ LinkedIn: https://www.linkedin.com/company/shore-university This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

    23 min
  8. A Career Built on Excellence, Empathy, and Entrepreneurship | Kathy Wanner

    OCT 8

    A Career Built on Excellence, Empathy, and Entrepreneurship | Kathy Wanner

    In this episode, Kathy Wanner reflects on a career built on excellence, empathy, and entrepreneurship. From her start at Morgan Stanley to building Adams Street Partners into a global investment firm, she shares lessons on ownership, trust, and the power of putting capital in the hands of great founders. Kathy discusses what drew her to Shore Capital Partners, how investing in searchers aligns with her passion for mentoring, and why leading with kindness remains her guiding principle. She offers perspective on grit, humility, and staying true to yourself, and why success and kindness can go hand in hand. Key Takeaways: Excellence begins with trust and consistency, built through attention to detail and a commitment to doing every job with prideEntrepreneurial success depends on humility, grit, and adaptability, allowing leaders to pivot and persevere through uncertaintyTrue fulfillment comes from helping others grow by sharing knowledge, mentoring emerging leaders, and investing in people with purposeKindness and competitiveness can coexist, and the most effective leaders lead with empathy while maintaining the drive to win Chapters: 00:00 - Introduction06:24 - Grit and Adaptability10:48 - Mentorship and Growth17:29 - Resilience and Authenticity20:57 - Leading with Kindness Listen to our podcasts at: https://www.shorecp.university/podcasts You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique. Other ways to connect: Blog: https://www.shorecp.university/blog Shore University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ LinkedIn: https://www.linkedin.com/company/shore-university This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

    23 min

Ratings & Reviews

4.7
out of 5
15 Ratings

About

A podcast that captures the key issues, successes, challenges, and lessons learned in the microcap space through in-depth interviews with high-level leaders across Shore Capital and our portfolio companies.

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