Advisor Insights

Hosted by OTC Markets Group

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Latest episode

Aug 2026

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About the show

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.

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44 recent

August 5, 2026Episode 222 min

LuRi Group

LuRi Group is an investor relations and strategic communications advisory firm that helps public and private companies, particularly international issuers, build credibility, visibility, and investor engagement in the U.S. capital markets. In this discussion, Lucia Domville, Founder and CEO of LuRi Group, shares her journey from financial journalism and fixed income analysis to investor relations advisory. She discusses the importance of a strong corporate narrative with financial performance and explains how cross-border companies can successfully position themselves with U.S. investors. The conversation also explores common investor relations mistakes, strategies for building long-term shareholder trust, and the role of strategic communications in supporting growth and achieving capital markets objectives. View Podcast Transcript

June 30, 2026Episode 132 min

Skyline Corporate Communications Group, LLC

Skyline Corporate Communications Group, LLC specializes in fully integrated corporate communications, investor relations, public relations, and digital marketing services. The firm works with late-stage private companies preparing for IPO as well as U.S. public companies, helping them articulate their value proposition and engage effectively with investors. In this discussion, Scott Powell shares his background, the evolution of investor relations and corporate communications, and key insights into how companies can build credibility, visibility, and liquidity in the U.S. market. View Podcast Transcript

October 22, 2025Episode 921 min

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.

December 10, 2024Episode 813 min

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

November 11, 2024Episode 720 min

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.

October 15, 2024Episode 620 min

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!

July 30, 2024Episode 511 min

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

June 18, 2024Episode 49 min

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

May 20, 2024Episode 312 min

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

April 19, 2024Episode 213 min

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