Roberts & Ryan

Roberts & Ryan Corporate Access Series We’re pleased to announce we’re hosting an investor call with?Lineage, Inc. (Nasdaq: LINE) Details Date: March. 26th Panelists: Rob Crisci (CFO), R. Evan Barbosa (VP, Investor Relations) and Alex Nelson (Director, Investor Relations) DISCUSSION TOPICS: *Company’s Role in Critical Infrastructure *External Growth Opportunities *Global Leadership Position/Footprint *Diversity: Commodities / Customers / Geographies *Transformational Technology – A Difference Maker ? @Roberts & Ryan is a Veteran Owned Broker Dealer and we would be delighted to have you join us for our Corporate Access events. *Please contact?Jason Hardzewicz?([email protected]) if you’re interested in joining. Please note this is for institutional investors only. #coldstorage #REITinvesting #industrialREIT #temperaturecontrol #supplychain #corporateaccess #investorcall ?

This week, I went a little overboard. When I sit down to write these on Sunday mornings, I always have a flood of ideas—economic shifts, political chaos, financial market contortions—all swirling together. And the more I think about it, the harder it becomes to simplify what’s happening into neat, digestible takeaways.?But when GDPNow whiplashes from 2.3% growth to a -1.5% contraction in the span of a week—a revision that should be ground-shaking...making just about anything possible—I figured it was time to lean in rather than pull back. So I took a thought experiment approach, pulling together the big, messy, interconnected themes shaping our world today. Because the reality is, none of this operates in isolation—every move in policy, markets, and geopolitics has ripple effects that make “if this, then that” thinking completely obsolete. It’s a longer read than usual (10-12 minutes), but by the end, I hope you walk away with either a fresh perspective or at least a moment of clarity, seeing all these scattered puzzle pieces in one place. So stick with me, and let’s dig into the madness together. Let me know your thoughts - good or bad? #JoePecReport #macro #economy #debt #cfos #treasury #treasurers

Roberts & Ryan Corporate Access Series: Shift4 (NYSE: FOUR) We hosted an investor call today with Shift4’s D. Taylor Lauber (President) and Thomas McCrohan (EVP of IR). They’ve got a lot going on, and we’d like to thank them for giving us their time today. ?? ?? To say that this is a growing space would be an understatement.?When FOUR went public in 2020 their Total Addressable Market (TAM) was $1T.?That’s a great market to be in… especially when the market grows to $14T, which is what it is now. ? FOUR’s Verticals: ??? Restaurants: Point of Sale systems, streamlined operations, mobile optimization, improved guest experience, kitchen efficiency – they do a lot ??? Hospitality: Simplifies complexity across multiple revenue centers ??? Sports & Entertainment: Single payment solution for entire experience.?Taylor noted they had zero stadiums when they IPO’d and now they’re in roughly 75% of professional stadiums ?? Unified Commerce: Global Reach – their presence is growing rapidly While the company is experiencing a tremendous amount of organic growth, they’re busy on the acquisition front, too.?They just announced their largest one yet, a $2.5B cash deal for Global Blue.?Their footprint is getting even bigger… FOUR’s current CEO (and Founder), Jared Isaacman, will be leaving the company for a few years to be the Head of NASA - National Aeronautics and Space Administration (WOW!).?Mr. Isaacman is the largest shareholder (by a lot) and said he won’t sell a single share in his absence, which speaks volumes of his confidence in Taylor to run the company. ?? I can tell you this – after hosting this call and listening to Taylor speak on a couple of other occasions, Jared’s company appears to be in very good hands. Taylor has a tremendous handle on the business and has vision. ? Check them out here: https://lnkd.in/ggdJZuXa ?? Check us out, too: https://roberts-ryan.com/ *Institutional investors can find our calendar of future events on Corpaxe Please give us a follow: Roberts & Ryan #paymentprocessing #paymentplatform #SkyTab #POS #paymentsolutions #veteransupport #veteranownedfirm #corporateaccess #investorcall #equityinvesting #equitymarkets

Roberts & Ryan Corporate Access Series We’re pleased to announce we’re hosting an investor call with?@Shift4 Payments (NYSE: FOUR) Details Date: Feb. 27th Panelists:?D. Taylor Lauber (President), and?Thomas McCrohan (EVP, Strategy & Investor Relations) DISCUSSION TOPICS: End-to-End Payment Volume Growth Impressive M&A Activity Restaurant Market Share Gains Record Hospitality Wins Product Diversity International Expansion Cross-Sell Opportunities *New Acquisition: $2.5B in cash for Global Blue* ? Roberts & Ryan is a Veteran Owned Broker Dealer and we would be delighted to have you join us for our Corporate Access events. It's worth noting that FOUR's current CEO,?Jared Isaacman, has been tapped to run?NASA - National Aeronautics and Space Administration.?D. Taylor Lauber will assume the CEO role pending Mr. Isaacman’s confirmation by the senate. *Please contact?Jason Hardzewicz?([email protected]) if you’re interested in joining. Please note this is for institutional investors only. #paymentprocessing #paymentsolutions #technologysolutions #skytab #POS #paymentdevice #venuenext #paymentplatform #merchantpayments #veteransupport

Hope you enjoy the lastest installment of The Joe Pec Report. If you want more timely access to this (usually published on Sunday evenings and posted to LinkedIn on Monday) please leave your email in the comments. Hope you enjoy the read... #gold #BoE #goldbugs #fortknox

Looking beyond Canada & Mexico's tariffs. Why the use of tariffs is necessary? Once upon a time, isolationism meant avoiding foreign wars and minding our own business. Fast forward to today and the concept has taken on a new dimension - not about retreating from the world, but about ensuring we can still function if the world decides to retreat from us.

Thank you John! Inspiring as always...Onward and upward!

Roberts & Ryan Corporate Access Series We’re pleased to announce we’re hosting an investor call with ExxonMobil (NYSE: XOM) Details Date: Feb. 4th Panelists: Marina Matselinskaya, Director of Investor Relations and Kyle Silvio, Manager of Investor Relations *Please contact Jason Hardzewicz ([email protected]) if you’re interested in joining. Please note this event is for institutional investors only.?Our full schedule of events is listed on Corpaxe #corporateaccess #investorcalls #NDR #energy #energyproduction #energyproducts #oil #oilandgas #chemicalproducts

Roberts & Ryan Corporate Access Series We’re pleased to announce we’re hosting an investor call with Axalta Coating Systems (NYSE: AXTA) Details Date: Feb. 12th Panelists: Carl Anderson, CFO and Colleen Lubic, Head of Investor Relations *Please contact Jason Hardzewicz ([email protected]) if you’re interested in joining. Please note this is for institutional investors only. Axalta NYSE #NDR #corporateaccess

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