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Title:

Clarity Matters, Ambiguity is Dangerous. Thomas Logan, Founder & CEO Mirion Technologies $MIR

Bio:

Thomas Logan is the Founder, Chairman, and Chief Executive Officer of Mirion Technologies, where he is responsible for all aspects of the company's operations. Previously, Mr. Logan served as CEO for Global Dosimetry Solutions.

Mr. Logan has more than 30 years of energy industry experience. In addition, he has extensive experience within the contract manufacturing and consumer products industries. Mr. Logan holds a Bachelor of Science degree and a Master in Business Administration from Cornell University.

Website:

https://www.mirion.com/

Notes From The Show:

Delegating power and authority

Federalist government structure

Allow People To Fail In A Contained Fashion –

Flat Org…

Eyes Open About Boundaries –

Clarity Matters - Ambiguity is Dangerous–

Mistakes-

Failure To Act…

Lack of Financial Knowledge –

Leaders are responsible for creating value

Increasing revenue

Expanding margins

Improve the velocity of free cash flow

Mission – reason for being

Vision – where do we want to go

Values -how do we conduct ourselves on the path

Work hard=be good at what you do

Have an agenda

Be kind.

Website:

https://bit-digital.com/

Sam's Bio:

Prior thereto, he served as Director and Head of Capital Strategy (Asia Pacific Region) for Bank of America Merrill Lynch from February 2010 to April 2011. Prior to this, he was Co-Head of Marketing at Sparx Group from January 2004 to 2010. Prior thereto, he was an associate at Skadden, Arps, Meagher, Flom LLP & Affiliates from September 2001 to January 2004.

Mr. Tabar received his Bachelor of Arts from Oxford University in 2000, and received his Master of Law (LL.M.) from Columbia University School of Law in 2001. He was associate editor of the Columbia Law Business Law Journal in 2000, and is a current member of the New York State Bar Association. He holds Series 79 and 63 licenses.

Allen T Bond, CFA, Managing Director, Head of Research & Portfolio Manager

at Jensen Investment with $13B AUM

Website

https://www.jenseninvestment.com/

Quality Growth $JENIX

Value $JNVIX

Global $JGQIX

About Allen:

Joined Jensen Investment Management in 2007. Allen is responsible for coordinating fundamental research conducted across the investment teams. Additionally, he maintains his portfolio management and analyst responsibilities. Allen joined Jensen from Washington Mutual where he held the position of credit analyst. In that role, Allen performed fundamental analysis on investment grade corporate bond issuers. Prior to Washington Mutual, he was a high-yield credit analyst and trader for Columbia Management Group. Allen began his career as a trader at Ferguson Wellman Capital Management. He earned a BS in business and an MBA from the University of Oregon. Allen is a CFA® charterholder and a past president of CFA Society Portland.

James Hill CEO of MCF Energy ⁠

Website: MCFEnergy.com ⁠

BIO:

James Hill is a leader in global energy - specializing in exploration projects across Europe and North America. He holds over four decades of combined professional and technical experience and has led many successful projects, including a massive exploration campaign across six countries.

A geologist by trade, James earned his Master’s of Science in Geology from California State University and holds his P.Geo designation and is a Chartered Member of the London Geological Society.

To date, he has led the growth of several companies and scaled energy businesses through the M&A process and the development of strong go-to-market strategies.

He has a strong track record in European exploration, and is well-known for having grown the continent’s largest heavy oil field by 40x. He is responsible for leading one of Europe’s largest exploration projects and increasing oil production by 2000%.

James served as the President of Professional Affairs for the American Association of Petroleum Geologists (AAPG). He joined MCF Energy as President and CEO in December 2022.

James is working to drive change and through MCF Energy, a gas and oil exploration and production company, he is dedicated to strengthening Europe’s energy security in light of the Russia-Ukraine War. MCF is working to create a lasting impact in Europe by working to develop its internal resources and infrastructure. The company currently has two exploration projects underway in Austria and Germany.

Prior to MCF, James was VP of Exploration for both BNK Petroleum and Bankers Petroleum.

Nick Griebenow, CFA and one of the Portfolio Managers at at Shelton Capital Management - Ticker: $EQTIX with over $4 Billion in assets under management.

Website:

https://sheltoncap.com/

Bio:

Nick Griebenow, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Griebenow has extensive knowledge in option strategies and was previously a Senior Derivatives Trader at a large national brokerage firm. He received a B.A. from Colorado State University.

Shelton Capital Firm AUM as of 9/30/23 is $4.3B (of that over $1.1B in managed option strategies)

God and Nature Are Long. To Make Profits, Take

Name: Dryden Pence 

Bio:

Dryden Pence serves as Chief Investment Officer for Pence Capital Management (“PCM”), overseeing the consulting activities for PCM related strategies. With 30 years of experience in the financial industry, and as a retired Army Colonel trained in the field of Intelligence, Special Operations and Psychological Warfare, he specializes in capitalizing on the supply chain of human demand by identifying investment opportunities through its trademarked process: Choke Point Investing™.

Dryden Pence combines his formal training and knowledge as an Economist with his years of experience in psychological warfare to bring a unique understanding of human behavior and how it affects the economy and the markets (ahead of change). He is an Accredited Investment Fiduciary® and in his capacity, as Chief Investment Officer at Pence Capital Management, he oversees the investment strategy and consultative services provided to product platform distributors.

Craig Conti, Chief Financial Officer, Verra Mobility, ($VRRM)

Website: https://ir.verramobility.com/

Bio:

Chris O’Keefe, CFA, lead portfolio manager of Logan Capital Management $4B in AUM and AUA. Chris manages over $1B in his dividend strategies.

Chris manages the Dividend Performers Strategy and

the Dividend Performers Balanced Strategy at Logan Capital.

Chris O’Keefe, CFA, lead portfolio manager of Logan Capital Management’s Dividend Performers Strategy and the Dividend Performers Balanced Strategy. Chris notes now is the time for investors to consider dividends. He says, in a stressed economy with rising rates, you want more durable, resilient companies. Dividend-paying stocks tend to do better in this environment, and valuations look more reasonable on that side of the universe.

Website: https://samco.net/

George J. Schultze is Managing Member and Founder of Schultze Asset Management, LLC (SAM). He chairs the firm’s Investment and Strategy Committees and, together with his team, makes the final decision on all investments for the portfolio.

Mr. Schultze is widely recognized as an expert on distressed and special situations investing and is often quoted in the media regarding high profile reorganization cases such as the Chrysler Automotive bankruptcy. He is also a frequent speaker at industry conferences and graduate schools such as Harvard Business School. Prior to founding SAM, he honed his activist distressed investing approach with MD Sass. Before that, he was employed with Fiduciary Partners fund of funds, the Mayer Brown & Platt law firm, and Merrill Lynch.

Mr. Schultze is a joint graduate of Columbia Business School and Columbia Law School, JD/MBA. He founded the Columbia Law School Investment Club and served as editor for the Columbia Business Law Review. He also authored several papers including: Negotiating the TWA Bankruptcy Restructuring, Tax Factors and ERISA Implications of Corporate Restructurings, and International Banking Law. While at Columbia, he placed 2nd in the 1995 business school annual stock-picking contest.

Mr. Schultze earned a BA from Rutgers College where he graduated with a joint major in Economics/Political Science and the Henry Rutgers Scholar distinction. While at Rutgers, he won The Wall Street Journal Award for Excellence in Economics and placed 23rd nationwide (from over 14,000 participants) and first place at Rutgers in the 1991 AT&T Annual Stock Picking Contest. Although born and raised in the U.S.A.,

Mr. Schultze is fluent in German and Spanish. He is a regular contributor to the online version of Forbes, wrote the book on Vulture Investing, is a guest lecturer at Harvard Business School, and regularly speaks at industry forums.

Kurt Nye, CFA, Group Head of Alternative Investments, Managing Director, MAI Capital Management ($14B AUM)