Small-Cap Institute is proud to partner with Nasdaq to enhance the education of small-cap executives. Nasdaq issuers and SCI members will benefit from highly differentiated written content, peer-to-peer forums, interactive virtual events, and, in time, national live events.

Who We Are

We are CEOs, board members, institutional investors, and journalists. SCI provides an entirely new approach to help navigate uniquely small-cap challenges, focused on deliver impactful and transparent content on the subjects that impact small-cap companies. 

David A. Scher

Founder, Small-Cap Institute

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Brian Balbirnie

CEO, Issuer Direct

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Dr. Rollie Carlson

CEO, Immunexpress, Inc.

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Ian Cassel

CIO, Intelligent Fanatics
Capital Management

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Adam J. Epstein

Founder, Third Creek Advisors

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Sharon Gabrielson, Chair

Board Chair, Sharps Compliance

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Amanda Gerut

Associate Editor, Agenda
(Financial Times)

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Who We Are

“I just wanted to drop you a note of appreciation. As the CFO for a public company for 13 years and almost 20 years in aggregate working with investors, I find your content not only topical and fresh, but also educational and sound in advice. Keep up the great work reminding even those of us who are a bit longer in the tooth that there’s always new things we can learn (or relearn)!”

Bryon McGregor
CFO, Alto Ingredients, Inc. (NASDAQ: ALTO)

“I’m not sure what was more impressive about the first piece of content I read from Small-Cap Institute – that it was the most relevant, insightful capital markets article I’ve ever read, or that I read the entire piece on my phone while stuck on a Jetway boarding a packed flight.”

Peter Holt
CEO, Joint Corp (NASDAQ: JYNT)

“Nothing arguably strikes more fear into small-cap investors than bad financings, because it’s often unfortunately not a matter of ‘if’ but ‘when,’ even with otherwise healthy companies. But with Small-Cap Institute, CEOs will be able to learn directly from institutional investors who do these financings and from other CEOs who know what’s worked and what hasn’t. It’s potentially game-changing for small-cap companies, and the buy-side as well.”

John LaGourgue
Director, Grande West Transportation (TSX-V: BUS)

“Small-cap CEOs are constantly barraged with biased, makeshift advice from short-term focused investors and inexperienced service providers who don’t have the best interests of the company in mind. Small-Cap Institute captures and condenses the collective knowledge and expertise of some of the brightest investors, thought leaders, and visionaries in the business. I’m going to recommend this to every portfolio company and would be surprised if many investors did not do the same after seeing the depth and breadth of the content.”

Joshua Horowitz
Portfolio Manager, Palm Global Small Cap Fund

Buy-Side Support for Small-Cap Institute*
*None of the funds are investors in SCI, and none were compensated for their endorsement.
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