Articles from Emerald Asset Management PA, LLC

The investment team at Emerald believes that “Innovation Starts Small” – and are debuting a new whitepaper detailing the innovation-led investment opportunities in small-cap companies at their annual investment forum on February 1st. The 2024 Emerald Asset Management Groundhog Day Investment Forum is being held on Thursday, February 1st in suburban Philadelphia at The Valley Forge Sheraton – and online as an all-event virtual stream.

Finding compelling innovation-led investment opportunities in U.S. small-cap stocks will be the theme of the 2024 Emerald Asset Management Groundhog Day Investment Forum, coming up on Thursday, February 1st at The Valley Forge Sheraton – and online as an all-event virtual stream. Emerald’s team of analysts and portfolio managers will focus on sector- and industry- specific opportunities as they introduce an exclusive new whitepaper on the Innovation Economy.

Emerald Advisers, LLC celebrated 30 years of managing client funds in 2022, and its portfolio managers and research analysts help kick off 2023 by presenting their insights and outlook for the new year at the 30th Annual Groundhog Day Investment Forum on February 2nd in King of Prussia, PA.

The Emerald Asset Management Groundhog Day Investment Forum will be held on Thursday, February 2nd at a new location – The Valley Forge Sheraton – and as a hybrid event, featuring an all-event virtual stream. Emerald’s team of analysts and portfolio managers will present their key investment themes and trends at the 30th annual event amid the volatile equity markets and an uncertain economy.

Emerald Asset Management announced today that Scott L. Rehr has been appointed the new CEO of the Company. Scott succeeds Emerald’s founder Joseph E. Besecker as he transitions into the new role of non-executive Chairman. In addition, David A. Volpe, CFA has been named Emerald’s new President, and Mark F. Schlegel, CFA has been named Chief Marketing Officer. Emerald’s senior leadership team also includes Chief Investment Officer Kenneth G. Mertz II, CFA and Chief Operating Officer Richard Juliano.

Postponed from its usual February date because of COVID, the Emerald Asset Management 2022 Groundhog Day Investment Forum returns live and in-person to Philadelphia on May 5th – and also as a hybrid event, featuring an all-event virtual stream. Emerald’s team of analysts and portfolio managers will present their key investment themes and trends at the 29th annual event, looking ahead to the future post-pandemic world and its implications for investors. Presentations will focus on these key sectors:

After a virtual-only event in 2021, Emerald Asset Management brings back the annual Groundhog Day Investment Forum live and in-person to Philadelphia on February 3rd – as a hybrid event also featuring an all-event virtual stream. The 29th annual Investment Forum is the unofficial kick-off to the year ahead, as Emerald’s team of analysts and portfolio managers will present their key investment themes and trends for 2022, looking ahead to the future post-pandemic world and its implications for investors. Presentations will focus on these key sectors: