Bigger. Stronger. Faster.

In this episode, Carsten Bick shares his path from building healthcare services businesses to leading PhaseWell Research. He reflects on what drew him to clinical research, the opportunity to expand patient and physician access in a fragmented industry, and why people remain central to creating a successful platform. Carsten discusses scaling clinical trials through thoughtful partnerships, why culture and trust matter as much as process and technology, and how Shore Capital’s people-first approach aligned with his vision for long-term growth. He underscores the responsibility of building alongside experienced founders, staying close to patients, and letting purpose guide PhaseWell’s strategy and leadership.Key Takeaways:People-first leadership comes first, shaping how teams are built, decisions are made, and care is delivered throughout the organization.Expanding access to clinical research requires engaging more physicians and patients in a highly fragmented industry.Trust, culture, and experienced partnerships enable growth while preserving quality, integrity, and alignment with mission.Long-term success is driven by staying close to purpose, investing in people, and building platforms alongside partners who share a long-term vision.Chapters:00:00 - Introduction05:57 - Expanding Access in a Fragmented Industry17:17 - People-First Leadership20:27 - Building Trust Through the Right Partnerships24:57 - Purpose, Scale, and Long-Term GrowthListen to our podcasts at:https://www.shorecp.university/podcastsYou'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, Elizabeth Smyers shares her journey from occupational therapist to Chief Innovation Officer at PRO-spectus and the mission-driven mindset that fuels her work. Rooted in compassion and shaped by a willingness to step into the unknown, Elizabeth reflects on how solving one patient’s challenges led her to solving problems at scale. She brings a blend of curiosity, process discipline, and a “how can I help” spirit to every opportunity, fostering a culture where people lean in, take risks, and show up for one another and the patients they serve.Key Takeaways:A “how can I help” mindset turns challenges into opportunities for impactCuriosity and adaptability create the path for unexpected career growthProcess and discipline transform complexity into clear, achievable outcomesCulture thrives when people show up for one another with purpose and consistencyChapters:00:00 - Introduction05:08 - Connecting Passion to Purpose08:41 - The Power of a “How Can I Help” Mindset18:11 - Looking Ahead at Innovation20:54 - A Nonlinear Career PathListen to our podcasts at:https://www.shorecp.university/podcastsThere you will also find our other Everyday Heroes episodes, alongside our series Microcap Moments and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/Blog: https://www.shorecp.university/blogThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, Ken Meyer shares his journey from growing up on a family farm to leading at Whole Foods and beyond. He reflects on how hard work, humility, and a people-first mindset shaped his 24-year career and guided him through major transitions from building teams to leading Whole Foods’ sale to Amazon. Ken discusses how trust, transparency, and empowerment drive lasting culture, why great leaders learn through failure, and how success comes from focusing on purpose, staying curious, and never losing sight of what matters most.Key Takeaways:Lasting leadership begins with hard work, humility, and curiosity that keep growth grounded in purpose.Empowering people through trust, transparency, and context creates a culture where teams thrive and leaders emerge.Successful transformations happen when leaders build trust, communicate openly, and stay true to shared values.Fulfillment comes from focusing on what matters most, helping others grow, and creating impact that endures.Chapters:00:00 - Introduction03:45 - Lessons from the Farm09:30 - The Power of Trust and Empowerment15:11 - Leading Through Transformations22:44 - Purpose and FulfillmentListen to our podcasts at:https://www.shorecp.university/podcastsYou'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, Kathy Wanner reflects on a career built on excellence, empathy, and entrepreneurship. From her start at Morgan Stanley to building Adams Street Partners into a global investment firm, she shares lessons on ownership, trust, and the power of putting capital in the hands of great founders. Kathy discusses what drew her to Shore Capital Partners, how investing in searchers aligns with her passion for mentoring, and why leading with kindness remains her guiding principle. She offers perspective on grit, humility, and staying true to yourself, and why success and kindness can go hand in hand.Key Takeaways:Excellence begins with trust and consistency, built through attention to detail and a commitment to doing every job with prideEntrepreneurial success depends on humility, grit, and adaptability, allowing leaders to pivot and persevere through uncertaintyTrue fulfillment comes from helping others grow by sharing knowledge, mentoring emerging leaders, and investing in people with purposeKindness and competitiveness can coexist, and the most effective leaders lead with empathy while maintaining the drive to winChapters:00:00 - Introduction06:24 - Grit and Adaptability10:48 - Mentorship and Growth17:29 - Resilience and Authenticity20:57 - Leading with KindnessListen to our podcasts at:https://www.shorecp.university/podcastsYou'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, I talk with Alison Shekman, Chief of Staff at PhaseWell Research and a member of the CXO Fellows Program. Alison shares her journey from consulting into operations and what it has meant to step into an early-stage, acquisition-driven business. She reflects on slowing down to go fast, listening to frontline experts, and creating systems for prioritization. Alison also discusses lessons from the Shore Resource Team and why embracing iteration over perfection has shaped her approach as a CXO.Key Takeaways:Go slow to go fast by taking the time to understand what motivates people and plan for change so it can be implemented more effectivelyListen first and spend time in the field with the people who know the work best to close knowledge gaps and build credibilityCreate a system for relentless prioritization to bring clarity to the noise and stay aligned with leadership on what matters mostCall it version one, move forward, and keep iterating rather than waiting for perfectionChapters:00:00 - Introduction02:57 - Go Slow to Go Fast05:01 - Closing the Knowledge Gap09:35 - The Value of Networks13:03 - Prioritization and Integration19:47 - Lessons for Young LeadersListen to our podcasts at:https://www.shorecp.university/podcastsYou’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.