2024 EAST COAST IDEAS CONFERENCE SCHEDULE
Wednesday, June 12th
| Wednesday June 12 | Eastern Time | Presentation Room #1 |
Presentation Room #2 |
Presentation Room #3 |
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|---|---|---|---|---|---|---|
| Registration & Breakfast | 7:30 - 8:30 | Registration and Breakfast | ||||
| Company Presentations | 7:55 - 8:30 | Triumph Financial, Inc. (Nasdaq: TFIN) |
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| 8:35 - 9:10 | Smith-Midland Corp. (Nasdaq: SMID) |
PLAYSTUDIOS, Inc. (Nasdaq: MYPS) |
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| 9:15 - 9:50 | L.B. Foster Co. (Nasdaq: FSTR) |
ProPetro Holding Corp. (NYSE: PUMP) |
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| 10:00 - 10:35 | Tiptree, Inc. (Nasdaq: TIPT) |
North American Construction Group Ltd. (NYSE: NOA) |
IMAX Corp. (NYSE: IMAX) |
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| 10:45 - 11:20 | Franklin BSP Realty Trust, Inc. (NYSE: FBRT) |
John B. Sanfilippo & Son, Inc. (Nasdaq: JBSS) |
FTAI Aviation Ltd. (Nasdaq: FTAI) |
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| 11:30 - 12:05 | Distribution Solutions Group, Inc. (Nasdaq: DSGR) |
EZCORP, Inc. (Nasdaq: EZPW) |
REV Group, Inc. (NYSE: REVG) |
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| Lunch | 12:10 - 1:15 | Networking Lunch | ||||
| Company Presentations | 1:20 - 1:55 | Bel Fuse, Inc. (Nasdaq: BELFB) |
inTest Corp. (NYSE: INTT) |
Green Brick Partners, Inc. (NYSE: GRBK) |
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| 2:00 - 2:35 | M-tron Industries, Inc. (NYSE: MPTI) |
The Gorman-Rupp Co. (NYSE: GRC) |
Alico, Inc. (Nasdaq: ALCO) |
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| 2:45 - 3:20 | Harvard Bioscience, Inc. (Nasdaq: HBIO) |
Liquidity Services, Inc. (Nasdaq: LQDT) |
Northern Technologies International Corp. (Nasdaq: NTIC) |
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| 3:30 - 4:05 | U.S. Physical Therapy, Inc. (NYSE: USPH) |
Research Solutions, Inc. (Nasdaq: RSSS) |
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| 4:10 - 4:45 | UFP Technologies, Inc. (Nasdaq: UFPT) |
InterDigital, Inc. (Nasdaq: IDCC) |
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| 4:50 - 5:25 | Ocwen Financial Corp. (NYSE: OCN) |
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| Participating in 1x1s Only | Red Violet, Inc. (Nasdaq: RDVT) |
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| Reception | 5:30 - 6:30 | Networking Cocktail Reception Sponsored by Three Part Advisors | ||||
Thursday, June 13th
| Thursday June 13 | Eastern Time | Presentation Room #1 |
Presentation Room #2 |
Presentation Room #3 |
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|---|---|---|---|---|---|---|
| Registration & Breakfast | 7:30 - 8:30 | Registration and Breakfast | ||||
| Company Presentations | 7:55 - 8:30 | Newmark Group, Inc. (Nasdaq: NMRK) |
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| 8:35 - 9:10 | Howard Hughes Holdings (NYSE: HHH) |
A-Mark Precious Metals, Inc. (Nasdaq: AMRK) |
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| 9:15 - 9:50 | The Manitowoc Co., Inc. (NYSE: MTW) |
Pine Cliff Energy Ltd. (OTC: PIFYF) |
Mural Oncology (Nasdaq: MURA) |
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| 10:00 - 10:35 | MFA Financial, Inc. (NYSE: MFA) Cancelled |
Quest Resource Holding Corp. (Nasdaq: QRHC) |
Kyndryl Holdings, Inc. (NYSE: KD) |
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| 10:45 - 11:20 | CECO Environmental Corp. (Nasdaq: CECO) |
Mondee Holdings, Inc. (Nasdaq: MOND) |
Lincoln Educational Services Corp. (Nasdaq: LINC) |
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| 11:30 - 12:05 | Energy Services of America Corp. (Nasdaq: ESOA) |
Blackbaud, Inc. (Nasdaq: BLKB) |
Universal Technical Institute, Inc. (NYSE: UTI) |
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| Lunch | 12:10 - 1:15 | Networking Lunch | ||||
| Company Presentations | 1:20 - 1:55 | Profire Energy, Inc. (Nasdaq: PFIE) |
Mama’s Creations, Inc. (Nasdaq: MAMA) |
CompoSecure, Inc. (Nasdaq: CMPO) |
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| 2:00 - 2:35 | Adams Resources & Energy, Inc. (NYSE: AE) |
Core Molding Technologies, Inc. (NYSE: CMT) |
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| 2:45 - 3:20 | AZZ, Inc. (NYSE: AZZ) |
Select Water Solutions, Inc. (NYSE: WTTR) |
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| 3:30 - 4:05 | Performant Financial Corp. (Nasdaq: PFMT) |
FTAI Infrastructure, Inc. (Nasdaq: FIP) |
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PRESENTING COMPANY LIST
| Presenting Company | Ticker | Industry | Headquarters | Market Cap. | Dividend Yield |
|---|---|---|---|---|---|
| Adams Resources & Energy, Inc. | AE | Oil & Gas Refining & Marketing | Houston, TX | 67 | 3.7% |
| Alico, Inc. | ALCO | Farm Products | Fort Myers, FL | 204 | 0.7% |
| A-Mark Precious Metals, Inc. | AMRK | Capital Markets | El Segundo, CA | 869 | 2.1% |
| AZZ, Inc. | AZZ | Specialty Business Services | Fort Worth, TX | 2,102 | 0.8% |
| Bel Fuse, Inc. | BELFB | Electronic Components | West Orange, NJ | 861 | 0.4% |
| Blackbaud, Inc. | BLKB | Software - Application | Charleston, SC | 4,022 | 0.0% |
| CECO Environmental Corp. | CECO | Pollution & Treatment Controls | Dallas, TX | 873 | 0.0% |
| CompoSecure, Inc. | CMPO | Metal Fabrication | Somerset, NJ | 181 | 0.0% |
| Core Molding Technologies, Inc. | CMT | Specialty Chemicals | Columbus, OH | 168 | 0.0% |
| Distribution Solutions Group, Inc. | DSGR | Industrial Distribution | Fort Worth, TX | 1,564 | 0.0% |
| Energy Services of America Corp. | ESOA | Engineering & Construction | Huntington, WV | 112 | 0.9% |
| EZCORP, Inc. | EZPW | Credit Services | Rollingwood, TX | 577 | 0.0% |
| Franklin BSP Realty Trust, Inc. | FBRT | REIT - Mortgage | New York, NY | 1,043 | 11.1% |
| FTAI Aviation Ltd. | FTAI | Rental & Leasing Services | New York, NY | 8,452 | 1.4% |
| FTAI Infrastructure, Inc. | FIP | Conglomerates | New York, NY | 868 | 1.4% |
| Green Brick Partners, Inc. | GRBK | Residential Construction | Plano, TX | 2,454 | 0.0% |
| Harvard Bioscience, Inc. | HBIO | Medical Instruments & Supplies | Holliston, MA | 137 | 0.0% |
| Howard Hughes Holdings, Inc. | HHH | Real Estate - Diversified | The Woodlands, TX | 3,333 | 0.0% |
| IMAX Corp. | IMAX | Entertainment | Mississauga, ON | 864 | 0.0% |
| InterDigital, Inc. | IDCC | Software - Application | Wilmington, DE | 2,873 | 1.4% |
| inTest Corp. | INTT | Semiconductor Equipment & Materials | Mount Laurel, NJ | 125 | 0.0% |
| John B. Sanfilippo & Son, Inc. | JBSS | Packaged Foods | Elgin, IL | 1,171 | 0.8% |
| Kyndryl Holdings, Inc. | KD | Information Technology Services | New York, NY | 6,116 | 0.0% |
| L.B. Foster Co. | FSTR | Railroads | Pittsburgh, PA | 299 | 0.0% |
| Lincoln Educational Services Corp. | LINC | Education & Training Services | Parsippany, NJ | 369 | 0.0% |
| Liquidity Services, Inc. | LQDT | Internet Retail | Bethesda, MD | 598 | 0.0% |
| Mama’s Creations, Inc. | MAMA | Packaged Foods | East Rutherford, NJ | 255 | 0.0% |
| Mondee Holdings, Inc. | MOND | Travel Services | Austin, TX | 193 | 0.0% |
| M-tron Industries, Inc. | MPTI | Electronic Components | Orlando, FL | 98 | 0.0% |
| Mural Oncology | MURA | Biotechnology | Waltham, MA | 57 | 0.0% |
| Newmark Group, Inc. | NMRK | Real Estate Services | New York, NY | 1,795 | 1.2% |
| North American Construction Group Ltd. | NOA | Oil & Gas Equipment & Services | Acheson, AB | 567 | 1.4% |
| Northern Technologies International Corp. | NTIC | Specialty Chemicals | Circle Pines, MN | 175 | 1.5% |
| Ocwen Financial Corp. | OCN | Mortgage Finance | West Palm Beach, FL | 194 | 0.0% |
| Performant Financial Corp. | PFMT | Specialty Business Services | Plantation, FL | 237 | 0.0% |
| Pine Cliff Energy Ltd. | PIFYF | Oil & Gas E&P | Calgary, AB | 281 | 9.6% |
| PLAYSTUDIOS, Inc. | MYPS | Electronic Gaming & Multimedia | Las Vegas, NV | 307 | 0.0% |
| Profire Energy, Inc. | PFIE | Oil & Gas Equipment & Services | Lindon, UT | 73 | 0.0% |
| ProPetro Holding Corp. | PUMP | Oil & Gas Equipment & Services | Midland, TX | 1,026 | 0.0% |
| Quest Resource Holding Corp. | QRHC | Waste Management | The Colony, TX | 181 | 0.0% |
| Red Violet, Inc. | RDVT | Software - Application | Boca Raton, FL | 288 | 0.0% |
| Research Solutions, Inc. | RSSS | Software - Application | Henderson, NV | 85 | 0.0% |
| REV Group, Inc. | REVG | Farm & Heavy Construction Machinery | Brookfield, WI | 1,420 | 0.7% |
| Select Water Solutions, Inc. | WTTR | Specialty Chemicals | Houston, TX | 1,122 | 2.1% |
| Smith-Midland Corp. | SMID | Building Materials | Midland, VA | 193 | 0.0% |
| The Gorman-Rupp Co. | GRC | Specialty Industrial Machinery | Mansfield, OH | 906 | 2.1% |
| The Manitowoc Co., Inc. | MTW | Farm & Heavy Construction Machinery | Milwaukee, WI | 442 | 0.0% |
| Tiptree, Inc. | TIPT | Insurance - Specialty | Greenwich, CT | 642 | 1.3% |
| Triumph Financial, Inc. | TFIN | Banks - Regional | Dallas, TX | 1,734 | 0.0% |
| U.S. Physical Therapy, Inc. | USPH | Medical Care Facilities | Houston, TX | 1,546 | 1.7% |
| UFP Technologies, Inc. | UFPT | Medical Devices | Newburyport, MA | 2,001 | 0.0% |
| Universal Technical Institute, Inc. | UTI | Education & Training Services | Phoenix, AZ | 851 | 0.0% |
