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Strategy: Understanding the Strategic Plan
Strategy: Understanding the Strategic Plan

Episode 32

In this episode, the Shore Capital Strategic Planning team describes their proven approach to creating, managing, and iterating strategic plans with …

1 year, 3 months ago

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Through the SRT Lens: Bob Pollard on Growing as a Leader and Mentor
Through the SRT Lens: Bob Pollard on Growing as a Leader and Mentor

Episode 31

In this episode, Bob Pollard, Senior Director on the Shore Resource Team, shares how the SRT prepared him for a longer-term interim CFO role. He disc…

1 year, 4 months ago

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Through the SRT Lens: Adapting to the Modern CFO Role with Joe Pizetoski
Through the SRT Lens: Adapting to the Modern CFO Role with Joe Pizetoski

Episode 30

In this episode, Joe Pizetoski reflects on his career and the transition from the Shore Resource Team to the CFO role. He discusses the value of dive…

1 year, 5 months ago

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Through the SRT Lens: How Hannah Credille Pivoted from Accounting to Operations
Through the SRT Lens: How Hannah Credille Pivoted from Accounting to Operations

Episode 29

In this episode, Hannah Credille shares her journey from an early career in technical accounting to becoming a strategic leader on the Shore Resource…

1 year, 5 months ago

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Point C: Continuing the Journey with the Advantage Fund | Ryan Kelley and John Hennegan - Microcap Moments
Point C: Continuing the Journey with the Advantage Fund | Ryan Kelley and John Hennegan - Microcap Moments

In this episode, Michael Burcham joins Ryan Kelley and John Hennegan to explore the stories behind Point C’s remarkable growth. From Ryan’s discovery…

1 year, 5 months ago

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In Memoriam: Sharing the Light | Andrew Malone - Everyday Heroes
In Memoriam: Sharing the Light | Andrew Malone - Everyday Heroes

In this episode, we recognize our Shore Capital team member Andrew Malone who we lost far too soon after a brief illness. Starting in the summer of 2…

1 year, 5 months ago

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Through the SRT Lens: How Brandon Coan Forged His Path to CFO
Through the SRT Lens: How Brandon Coan Forged His Path to CFO

Episode 28

In this episode, Brandon Coan, CFO of Hueman People Solutions, reflects on how his experience with the Shore Resource Team prepared him for his first…

1 year, 6 months ago

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Research: Supporting the Shore Investment Lifecycle
Research: Supporting the Shore Investment Lifecycle

Episode 27

In this episode, Caitlin Zager dives into how Shore Capital utilizes research to guide investments from initial analysis to exit. She discusses the i…

1 year, 6 months ago

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Driven by Compassion, Fueled by Positivity | Peter Nguyen - Everyday Heroes
Driven by Compassion, Fueled by Positivity | Peter Nguyen - Everyday Heroes

In this episode, Peter Nguyen, Director of Market Access at PRO-spectus, discusses his journey fueled by positivity and genuine enthusiasm. Starting …

1 year, 6 months ago

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What Makes a Great CEO: Part V | Executives Bill Clendenen & Michael Burcham on What Gets a CEO Fired
What Makes a Great CEO: Part V | Executives Bill Clendenen & Michael Burcham on What Gets a CEO Fired

Episode 26

In this episode, Bill Clendenen and Michael Burcham discuss what can get a CEO fired. They outline the CEO’s core responsibilities: setting a clear v…

1 year, 6 months ago

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