Final Day - We’re live in 60 minutes, 10:15 AM (ET)! MSM Starting Five #5: Defense Virtual Conference
Four investors. One Roundtable. The stories, signals, and takeaways that close the week.
We’re live in 60 minutes, 10:15 AM (ET).
The Zoom link is just below the lineup.
Day 3 lineup (Final Day, Oct 29):
🔹 10:15 - 10:30 AM - Kick-off: Maj Soueidan (MS Microcaps)
🔹 10:30 - 11:00 AM - Investor Insight: Kyle Adams (@KyleAdamsStocks)
On finding the intersection of innovation and underappreciated value in microcaps.
🔹 11:05 - 11:35 AM - Investor Insight: Meredith Brill (@lockstockbarrl)
Intellectual property lawyer turned investor - on identifying special situations and defensible advantages in small-caps.
🔹 11:40 - 12:10 PM - Investor Insight: Dan Kunze (@dgkunze1)
On how AI, data infrastructure, and dual-use technologies are reshaping the defense landscape - and how investors can position accordingly.
🔹 12:15 - 12:45 PM - Investor Insight: Robert Gignac (@smcap_thinking)
Forterra Investment Management - on building conviction in durable, innovation-driven small- and mid-cap businesses.
🔹 12:50 - 1:45 PM - Final Roundtable:
Maj Soueidan, Nicholas Cortellucci & Sebastian Krog
A closing discussion on standout companies, biggest takeaways, and follow-up ideas worth deeper research.
🎥 Join the livestream here 👇