DAY 01

October 27

12 Noon -12:15 PM

Review and Conference Kick Off

Maj Soueidan, Founder MS Microcaps, Event Host

12:15 PM - 12:45 PM
Blumetric Environmental Inc. (BLMWF)(BLM.V)

Scott MacFabe, CEO

Blumetric Environmental Inc. (OTC: BLMWF | TSXV: BLM), led by CEO Scott MacFabe, delivers advanced environmental engineering and field services that directly support defense and government operations across North America. The company specializes in water treatment, environmental assessment, and remediation solutions critical to maintaining operational readiness, sustainability, and compliance on military bases and defense installations. With decades of expertise at the intersection of environmental science and infrastructure resilience, Blumetric plays a vital role in helping defense clients protect resources, ensure soldier health and safety, and strengthen environmental stewardship within mission-critical settings.

12:50 PM - 1:20 PM
INTERMAP TECHNOLOGIES CORPORATI (ITMSF)(IMP.TO)

Patrick Blott, CEO

Intermap Technologies Corporation (OTC: ITMSF | TSX: IMP), led by CEO Patrick Blott, is a global leader in geospatial intelligence, providing advanced 3D mapping, geospatial data, and analytics solutions to defense and government agencies worldwide. The company’s high-resolution terrain data and real-time geospatial intelligence tools are used for mission planning, surveillance, navigation, and national security applications. Through its proprietary radar and data analytics technology, Intermap enhances situational awareness, supports defense logistics, and enables precision operations across air, land, and sea domains—making it a critical technology partner in modern defense and homeland security ecosystems.

1:25-1:55 PM

Velo3D, Inc. (VELO)
Arun Jeldi, CEO

Velo3D, Inc. (NASDAQ: VELO), led by CEO Arun Jeldi, is a cutting-edge metal additive manufacturing company that focuses on advancing defense and aerospace innovation. The company’s fully integrated 3D printing platform enables the production of complex, mission-critical metal components with unmatched precision, reliability, and scalability—reducing lead times and strengthening the domestic defense supply chain. Velo3D’s technology supports key defense applications, including propulsion systems, hypersonics, and advanced weapons platforms, empowering U.S. and allied defense partners to achieve superior performance and manufacturing agility in an era of rapid technological advancement.

2:00 PM - 2:30 PM
M-tron Industries, Inc. (MPTI)

Cameron Pforr, CEO

M-tron Industries, Inc. (NYSE American: MPTI), led by CEO Cameron Pforr, is a trusted designer and manufacturer of highly engineered frequency control and RF filter solutions that serve critical defense and aerospace applications. The company’s precision components are integral to radar, electronic warfare, missile guidance, and secure communication systems—delivering performance and reliability in the most demanding mission environments. With a legacy of innovation and deep partnerships across the defense ecosystem, M-tron Industries supports U.S. and allied military readiness by enabling advanced signal integrity and resilience in next-generation defense technologies.

2:35 PM - 3:05 PM
C-COM Satellite Systems Inc. (CMI.V) (CYSNF)

Dr. Leslie Klein, CEO

C-COM Satellite Systems Inc. (TSXV: CMI | OTCQB: CYSNF), led by CEO Dr. Leslie Klein, is a global pioneer in the development and deployment of mobile satellite antenna systems that enable reliable, high-speed communications in remote and mission-critical environments. The company’s innovative iNetVu® antenna technology provides rapid, auto-acquire connectivity for defense, emergency response, and government operations worldwide—ensuring secure broadband access where traditional infrastructure is unavailable. Through ongoing research in phased array antennas and advanced satellite communications, C-COM continues to strengthen defense mobility, situational awareness, and global connectivity for modern military and security applications.

3:10 PM - 3:40 PM
Closing Remarks

Nicholas Cortellucci, Atrium Research, Event Host

DAY 02

October 28

10:15 AM - 10:30 AM
Review and Daily Kick Off

Maj Soueidan, Founder, Event Host

10:30 - 11:00 AM
IEH Corp. (IEHC)

David Offerman, CEO

IEH Corporation (OTC: IEHC), led by CEO David Offerman, is a leading designer and manufacturer of high-performance electrical connectors that play a critical role in defense, aerospace, and other mission-critical industries. The company’s hyperboloid contact technology ensures exceptional reliability, durability, and signal integrity in extreme environments—making IEH components a trusted choice for military avionics, missile systems, radar, and communication platforms. Through its commitment to precision engineering and U.S.-based manufacturing, IEH Corp. continues to strengthen the defense industrial base and support the technological superiority of U.S. and allied armed forces.

11:05 AM - 11:35 AM
B.O.S. Better Online Solutions (BOSC)

Eyal Cohen, CEO

B.O.S. Better Online Solutions Ltd. (NASDAQ: BOSC), led by CEO Eyal Cohen, provides advanced radio-frequency identification (RFID), communication, and automation technologies that support logistics, inventory control, and asset tracking within the defense and homeland security sectors. The company’s innovative hardware and software solutions enhance supply chain visibility, equipment traceability, and operational efficiency for military and defense contractors. By integrating real-time data collection with rugged, mission-ready systems, BOSC helps defense organizations improve readiness, reduce errors, and maintain secure, efficient operations across complex global environments.

11:40 AM - 12:10 PM
Aluula Composites Inc. (AUUAF)(AUUA.V)

Sage Berryman, CEO & Tyler Cuthbert CSO

Aluula Composites Inc. is an advanced materials company pioneering the next generation of ultra-light, high-strength composites designed for extreme performance across aerospace, defense, and outdoor industries. Led by CEO Sage Berryman and Chief Strategy Officer Tyler Cuthbert, Aluula’s proprietary molecular-bonding technology produces materials that are lighter, stronger, and more durable than traditional laminates—enabling breakthrough applications in areas such as protective gear, unmanned systems, and advanced air and space platforms. Within the defense sector, Aluula’s innovations support mission-critical demands for strength-to-weight efficiency, durability, and adaptability, contributing to the modernization of next-generation military equipment and infrastructure.

12:15 PM - 12:45 PM
Haivision Systems Inc (HAIVF)(HAI.TO)

Mirko Wicha, CEO

Haivision Systems Inc. (OTC: HAIVF | TSX: HAI), led by CEO Mirko Wicha, is a global leader in high-performance, low-latency video streaming solutions that serve mission-critical defense, intelligence, and security applications. The company’s technology enables real-time video transport and situational awareness across secure networks—powering command centers, ISR platforms, and live field operations where clarity, speed, and reliability are essential. With a long history of collaboration with defense agencies and system integrators, Haivision helps military and government organizations achieve enhanced operational visibility and decision-making through cutting-edge video encoding, streaming, and networking technologies.

12:50 PM - 1:20 PM
Firan Technology Group Corporation (FTGFF)(FTG.TO)

Bradley Bourne, CEO

Firan Technology Group Corporation (OTC: FTGFF | TSX: FTG), led by CEO Bradley Bourne, is a leading manufacturer of high-reliability printed circuit boards and cockpit display solutions serving the global defense and aerospace markets. The company’s products are integral to advanced avionics, radar, communications, and electronic warfare systems used by militaries worldwide. With a strong commitment to quality, precision, and on-time delivery, FTG supports critical defense programs by providing mission-ready electronic systems that perform flawlessly in demanding operational environments—reinforcing the technological edge of U.S. and allied defense forces.

1:20 PM - 1:45 PM
Closing Remarks

Nicholas Cortellucci, Atrium Research, Event Host

DAY 03

October 29

10:15 AM -10:30 AM
Review and Daily Kick Off

Maj Soueidan, Founder, Event Host

10:30 AM -11:00 AM
Kyle Adams

Investor Insight -@KyleAdamsStocks

Kyle Adams is a passionate retail investor focused on uncovering opportunities in the microcap space, where innovation and underappreciated value often intersect. His investing journey began in early 2024 during a challenging battle with chronic pancreatitis, when the discipline and curiosity of researching companies became both a source of strength and a newfound calling. Since then, Kyle has developed a deep interest in high-conviction, fundamentals-driven investing—particularly in sectors tied to emerging technologies and defense innovation. Outside of markets, he enjoys fitness, movies, and rooting for his beloved Georgia Bulldogs.

11:05 AM - 11:35 AM
Meredith Brill

Investor Insight - @lockstockbarrl

Meredith Brill is a seasoned Canadian intellectual property lawyer, patent agent, and chemical engineer who brings a strategic, analytical lens to investing. Over a decade ago, she transitioned from law to managing her own family office, where she focuses on special situation investments and businesses with durable competitive advantages. Meredith’s multidisciplinary background enables her to identify value in complex or overlooked opportunities, particularly within innovation-driven sectors such as defense, technology, and industrials. She actively shares her insights under @lockstockbarrl on X and @lockstockbarrel on MicroCapClub. Meredith plans to discuss how one of our presenting companies, Aluula, plays into the defense industry and why she is bullish on the company.

11:40 AM - 12:10 PM
Dan Kunze
Investor Insight - @dgkunze1

Dan Kunze is a nationally recognized leader in space and defense technology, enterprise modernization, and American innovation policy. A former military officer turned technology executive, Dan currently leads strategic growth at LeoLabs, advancing commercial space infrastructure and satellite tracking systems critical to national security. As host of Warrior Money on Yahoo Finance, he explores the intersection of innovation, defense, and economic power. With a career spanning both government and industry—including major modernization initiatives for the U.S. Army, Southern Command, and private-sector giants—Dan brings a forward-looking perspective on how emerging technologies like AI, data infrastructure, and dual-use systems are reshaping the defense landscape. He plans on discussing National security and defense companies as an investment opportunity.

12:15 PM - 12:45 PM
Robert Gignac

Investor Insight - @smcap_thinking

Robert Gignac is the Founder and Portfolio Manager of Forterra Investment Management, an independent boutique firm dedicated to uncovering high-quality, undervalued small- and mid-cap opportunities. With over two decades of investment experience, including his tenure as Lead Portfolio Manager for small- and mid-cap strategies at a major Canadian bank, Robert brings a disciplined yet unconventional approach shaped by his blue-collar roots and entrepreneurial mindset. A CFA and CAIA charter holder, he blends deep fundamental research with long-term conviction, focusing on businesses with durable competitive advantages—including those driving innovation and resilience within the defense and industrial sectors.

12:50 PM - 1:45 PM
Maj Soueidan & Nicholas Cortellucci

Conference Highlights & Runner-Up Stocks

To close out our three-day Defense Conference, we’re joined by Majed Soueidan, Co-Founder of GeoInvesting and MS Microcaps, and Nicholas Cortellucci, Co-Founder of Atrium Research—two leading voices in the microcap investing world who bring unique perspectives on value discovery, due diligence, and market inefficiencies in the defense sector. In this final session, Majed and Nicholas will share their reflections on the themes and opportunities highlighted throughout the conference, discuss how they identify emerging defense innovators before the broader market takes notice, and offer personal insights on what’s next for investors navigating this rapidly evolving space. We’ll also highlight a few more defense related stocks we almost invited to the conference and want to continue following.