This month, for Harbor Access’ 9th birthday, we spoke with Harbor Access Founder & CEO Jonathan Paterson about how Investor Relations has changed since 2017.

This month, we spoke Georgia Edmonds, senior director at London-based Camarco who advises FTSE100, FTSE250, multi-national, European listed and private companies.

Fatima Dickey of Lagoda Investment Management shares her perspective on risk, capital allocation, and the realities women still face in the investment industry. Drawing on two decades of experience managing portfolios, she shares how she approaches risk, why owner-operators matter in her investment strategy, and what it takes to stay disciplined when markets move against consensus.

Diana Richey, an investor, tax attorney, and writer whose work explores the intersection of disciplined financial practice and intentional living, offers her thoughts on risk, capital allocation, and how a thoughtful approach to markets can support long term financial resilience.

With market momentum shifting, we sat down with Harbor Access Founder and Managing Director Jonathan Paterson to understand what’s actually unfolding on the ground - across both the U.S. and Europe.

For our first interview of the year, we asked several O&G leaders about the recent events in Venezuela and their potential impact on global oil markets, pricing dynamics, and longer-term investment decisions heading into 2026.

For our year-end conversation, we asked three experts - Sara-Louise Porter (Head of Corporate Development at Aquis Stock Exchange), Jonathan Dickson (Co-Head of EMEA at OTC Markets Group), and Chris Mayo (Head of Primary Markets, Americas at London Stock Exchange Group) - to reflect on how their expectations for 2025 unfolded and what may lay in store for 2026.

This November, we had the opportunity to ask Dan Ridsdale of the Edison Group about how AI is impacting investors’ analysis of businesses.

The AI bubble warning is all over the news these last few weeks. How long will investors stay excited? This month we caught up with Ashley Stevenson, CTO of Corero Network Security (AIM:CNS/OTCQX:DDOSF) to talk about the parallels, and more.

This month, we caught up with Jonathan Dickson, Co-Head of EMEA @ OTC Markets Group to ask him about the recent attitude changes towards European equities.

Justin Kariya, Head of Economic and Market Strategy at City of London Investment Management Company Limited ("CLIM"), a subsidiary of City of London Investment Group ("CLIG") shared his thoughts on the current outlook for international equities:

With the increased volatility seen this year, we asked Rob Bose, CEO of Sintana Energy (TSX.V: SEI) and Principal of Charlestown Capital, an NYC-based Family office, about what investors should do to manage risk.

This month, we sat down with Nicola Baldwin, Partner at Westend Corporate LLC. With expertise in multi-jurisdictional corporate finance transactions, M&A, and IPOs, Nicola shared valuable insights into the UK small- and mid-cap space.

This September, Harbor Access spoke with Bankrate.com's Washington Bureau Chief Mark Hamrick. We explored the anticipated developments in the capital markets in light of the upcoming rate cuts and the November's election.

This month, we spoke with Fund Manager Richard Penny from Crux Asset Management about the latest regulatory changes in the UK. Post-COVID, small-cap companies have struggled, but recent adjustments made over the summer aim to enhance the attractiveness of the UK as a hub for micro- and small-cap enterprises.

Summer can be full of surprises. Trying to manage portfolios during the tumultuous season can be challenging. We sat down with Mary Throop of Summerhill Capital Management and Mark Ellis of Noble Bay Asset Management to learn how to alleviate chaos' impact on your portfolio.

This month, we explore the significant shifts in small cap active management over the past two decades with Peter Puccetti, Chairman & CIO of Goodwood Funds. Particular attention is paid to the profound impact of ETFs, which tend to invest heavily in large cap stocks to mirror indices. Smaller companies often struggle to attract the same level of investment, altering traditional valuation metrics and performance expectations within the small cap sector.

This month, we delve into the 13F proposal, championed by NIRI, NYSE, and SGC, with Matthew Brusch, CEO of NIRI. This initiative, which addresses outdated regulations and aligns with technological advancements in trading, seeks to provide U.S. companies with more immediate knowledge of their major shareholders, bolstering market integrity and investor confidence.

This month, we examine the IPO outlook for 2024, influenced by recent offerings like Reddit and Truth Social with OTC Markets Co-Head of EMEA, Jonathan Dickson. Amid greater market optimism, we discuss the importance of responsible IPO pricing and realistic founder expectations to curb short-term volatility.

This month, we delved into the essentials of crafting an impactful investor presentation with Jaime Collins, CEO of Witz End Designs. She shared invaluable insights into creating a coherent, concise presentation that captivates while informing potential investors.