In less than two weeks, The Microcap Conference will be held at Hotel Monaco in Philadelphia. The conference, now in its 3^rd edition (2^nd in Philadelphia), has for mission to showcase the most promising microcap companies to the investment community. The organizer’s motto: quality before quantity.

During the conference, approximately 60 to 70 companies will present to an attendance of more than 400 sophisticated investors, analysts and portfolio managers. The format: a 25 minute presentation for each company, followed by a Q&A session. Throughout the two days of the conference, the management teams of participating companies will also be available for private 1×1 meetings.

In addition to presentations, numerous networking opportunities and two industry panels on healthcare and technology, guest speakers will share their expertise on various topics :

 

Joe Besecker, Chairman and founder of Emerald Asset Management

Morning address

Dale Wettlaufer, CIO at Charlotte Lane Capital and Columbia Business School Professor

Why macro should matter to equity investors

David Waters, Portfolio manager at Alluvial Capital and author of OTC Adventures

Optionality: How the market under-discounts future events

John Huber, Portfolio manager at Saber Capital and author of Base Hit Investing

Searching for value

Tobias Carlisle, CIO at Carbon Beach Asset Management and author of GreenBack’d

Deep value and the Acquirer’s Multiple

Paul Andreola et Brandon Mackie, Authors of the investment newsletter Small Cap Discoveries

The discovery process: An unorthodox method for finding multibaggers

Maj Soueidan, Co-founder at GeoInvesting

Holding your multibaggers too long

 

We decided to attend the conference because of the great speakers lineup, but also because many Canadian publicly-traded companies will present:

• Axios Mobile Assets Corp (AXA.V)
• GateKeeper Systems Inc. (GSI.V)
• Grande West Transportation Inc. (BUS.V)
• Hempco Food and Fiber Inc. (HFF.V)
• Lingo Media Corporation (LM.V)
• Memex Inc. (OEE.V)
• Nanotech Security Corp (NTS.V)
• Perk Inc. (PER.TO)
• Pioneering Technology Corp (PTE.V)
• ProMIS Neurosciences Inc. (PMN.TO)
• RenoWorks Software Inc. (RW.V)
• VBI Vaccines Inc. (VBV.TO)

We own two of the above stocks (see disclosure at the end) while others are on our watch list and performing very well. To be able to meet in person with management teams represents a unique occasion to get a better understanding of these businesses and to better assess their growth prospects.

 

General Information

Date : October 24-25, 2016

Location : Hotel Monaco Philadelphia, 433 Chestnut Street, Philadelphia, PA 19106

To participate, you can register on the conference’s website by clicking on ”Request Invitation” in the upper right corner. The event is free for investors. Discounted hotel rooms at Hotel Monaco are also offered to participants. Quantities are limited, so hurry up!

For more information: The MicroCap Conference – Philadelphia 2016

 

We hope to see you there,

Philippe and Mathieu

 

Disclosure: Philippe and Mathieu own shares of Pioneering Technology Corp (PTE.V) and Philippe owns shares of ProMIS Neurosciences Inc. (PMN.TO)