Essentials for MS Microcaps Starting Five #5 Defense Virtual Conference (Oct 27–29)
Conference Details, Schedule, and Preparation
This time, we’re going Defense.
What’s inside:
About
Schedule
How to prepare (fast and smart): All collateral included at bottom of post.
Our virtual conference, in partnership with Atrium Research and GeoInvesting, spotlighting companies from aerospace and defense to advanced materials - quietly building momentum behind the new wave of defense re-industrialization.
Three days - October 27–29, 2025.
10 defense microcaps + 5 seasoned investors, five sessions per day. Only carefully selected names take the stage - no pay-to-play.
Why it matters for investors:
It is a fieldwork for stock pickers - real companies, real numbers. You’ll hear directly from CEOs, catch what the market’s missing, and maybe spot your next big idea before everyone else.
For a little fun, this company lineup includes a couple of companies going through what we believe are high probability turnarounds.
Turnarounds are where some of the biggest multibaggers are born because they are often ignored.
See our post we just published on BOF 0.00%↑ for a budding turnaround case study from the previous conference [here]. BOF is an early-stage turnaround that just reached a major milestone that increases the probability of success.
And if you already own some of these names - perfect. You’ll get to pressure-test your thinking and see if the story still holds up.
Schedule
Day 1 — Monday, October 27 (ET)
12 Noon -12:15 PM — Opening: Maj Soueidan (MS Microcaps)
A quick kickoff why defense is the focus this year, how the lineup was built, and what themes investors should watch across all sessions.
12:15 PM - 12:45 PM — Blumetric Environmental (BLMWF / BLM. V) — Scott MacFabe, CEO
Canadian environmental-engineering firm supporting defense/government operations via water treatment, assessment and remediation solutions.
12:50 PM - 1:20 PM — Intermap Technologies (ITMSF / IMP. TO) — Patrick Blott, CEO
Global geospatial-intelligence provider delivering 3D mapping and analytics to defense/government agencies.
1:25-1:55 PM — Velo3D (VELO) — Arun Jeldi, CEO
Metal additive manufacturing firm advancing defense/aerospace innovation via a 3D printing platform for mission-critical components.
2:00 PM - 2:30 PM — M-tron Industries (MPTI) — Cameron Pforr, CEO
Designer/manufacturer of frequency-control and RF filter solutions for radar, EW, missile guidance and secure communications.
2:35 PM - 3:05 PM — C-COM Satellite Systems (CYSNF / CMI. V) — Dr. Leslie Klein, CEO
Pioneer in mobile satellite antenna systems providing rapid auto-acquire, high-speed communications for defense/government in remote/mission-critical settings.
3:10 PM - 3:40 PM — Day 1 Wrap-Up: Nicholas Cortellucci (Atrium Research)
Summary of key insights of the day.
Day 2 — Tuesday, October 28 (ET)
10:15 AM - 10:30 AM — Kick-off: Maj Soueidan
Setting the tone for Day 2: a focus on manufacturing technologies and hidden industrial champions.
10:30 - 11:00 AM — IEH Corp (IEHC) — David Offerman, CEO
Designer/manufacturer of high-performance electrical connectors for defense, aerospace and mission-critical systems.
11:05 AM - 11:35 AM — B.O.S. Better Online Solutions (BOSC) — Eyal Cohen, CEO
Provider of RFID, communication and automation technologies supporting logistics, inventory control and asset tracking in defense/homeland-security sectors.
11:40 AM - 12:10 PM — Aluula Composites (AUUAF / AUUA. V) — Sage Berryman & Tyler Cuthbert
Advanced-materials firm developing ultra-light, high-strength composites for aerospace, defense and unmanned systems.
12:15 - 12:45 PM — Haivision Systems (HAIVF / HAI. TO) — Mirko Wicha, CEO
Leader in high-performance, low-latency video streaming for defense, intelligence and security applications, enabling real-time situational awareness.
12:50 PM - 1:20 PM — Firan Technology Group (FTGFF / FTG. TO) — Bradley Bourne, CEO
Manufacturer of high-reliability printed circuit boards and cockpit display solutions for defense and aerospace, integral to avionics, radar, communications and electronic warfare systems.
1:20 PM - 1:45 PM — Day 2 Wrap-Up: Nicholas Cortellucci
Key takeaways.
Day 3 — Wednesday, October 29 (ET)
10:15 AM -10:30 AM — Kick-off: Maj Soueidan
Final day - shifting from company stories to investor perspectives: how they identify and evaluate emerging defense microcaps.
10:30 AM -11:00 AM — Investor Insight: Kyle Adams (@KyleAdamsStocks)
A passionate retail investor focused on uncovering microcap opportunities where innovation and underappreciated value intersect.
11:05 AM - 11:35 AM — Investor Insight: Meredith Brill (@lockstockbarrl)
A seasoned Canadian IP lawyer, patent agent, and chemical engineer who applies a strategic, analytical lens to investing, focusing on special situations and businesses with durable competitive advantages.
11:40 AM - 12:10 PM — Investor Insight: Dan Kunze (@dgkunze1)
A nationally recognized leader in space and defense technology and American innovation policy, exploring how AI, data infrastructure, and dual-use systems are reshaping the defense landscape.
12:15 PM - 12:45 PM — Investor Insight: Robert Gignac (@smcap_thinking)
Founder and Portfolio Manager of Forterra Investment Management, known for a disciplined yet unconventional approach focused on businesses with durable advantages driving innovation and resilience in defense and industrial sectors.
12:50 PM - 1:45 PM — ROUND TABLE with Highlights & Runner-Up Stocks: Maj Soueidan, Nicholas Cortellucci and Sebastian Krog
The final session - key highlights, standout companies, and follow-up ideas worth deeper research.
How to prepare (fast and smart)
Step 1. Atrium One-Pagers (≈ 5 min)
Quick company snapshots: business model, key metrics, comps, and disclosures.
Use it to get the lay of the land - and see if the story even fits your mandate.
Step 2. MS Microcaps Cliff Notes (≈ 7 min)
A tight investment brief with valuation assessments , key risks, and a due-diligence checklist.
Use it to define your upside/downside and what could change your mind.
Step 3. D-Sheets (≈ 7 min)
The information arbitrage layer - what changed between press releases and earnings calls, plus near-term catalysts and red flags.
Use it to craft sharp questions for management, spot mispriced info hidden in earnings calls, and set alerts for the next triggers you want to follow.
All paying Subscribers to this Substack will receive the full post-conference research package directly by email.
New subscribers joining before or during the event will also receive this material.
Thank you,
Maj