Journey Through the Growth Economy

Control the Controllables: A Conversation with Jon Michael Adinolfi

Jon Michael Adinolfi, or JMA, CEO of The Hillman Group, joins CG’s Senior Consumer Analyst Brian McNamara, CFA, to discuss navigating a challenging housing backdrop while driving consistent execution and growth. He reflects on his early roots in the trades, the leadership principles shaped by his father, and his journey to the CEO role. JMA outlines Hillman’s strategy of “controlling the controllables,” emphasizing a shift toward professional end markets, disciplined M&A, and continued investment in its sales and service organization. The conversation also explores the structural differences between DIY and pro demand, the company’s competitive advantages in product development and field execution, and how culture and values underpin Hillman’s resilience. Finally, he shares lessons on leadership, adaptability, and why embracing change—including AI—will define the next generation of business leaders. -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ [https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/] for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com [strategicinsights@cgf.com].   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action [https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action]

What are the Fed’s options in an inflationary environment?

Interpreting the dual mandate with Thomas Hoenig, former FOMC member and President of the Federal Reserve Bank of Kansas City As inflation, financial stability, and central bank independence risk remain central concerns, understanding the central bank operations and the impacts of U.S. monetary policy is critically important. In our conversation with Thomas Hoenig, former President and CEO of the Federal Reserve Bank of Kansas City and former Vice Chairman of the FDIC, we get an insider’s look at how the FOMC operates and the consensus building process the Committee relies on to make policy decisions. Mr. Hoenig also shares his concerns around US Fiscal policy and the upward impact it may have on inflation and interest rates. -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ [https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/] for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com [strategicinsights@cgf.com].   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action [https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action]

Iran, Taiwan, and the Future of U.S. Power: A Conversation with Dmitri Alperovitch, Co-Founder and Chairman of Silverado Policy Accelerator

As geopolitical tensions intensify across multiple regions, understanding the strategic motivations behind U.S. foreign policy and great-power competition has become increasingly important. In our conversation with Dmitri Alperovitch, Co-Founder and Chairman of the Silverado Policy Accelerator, a D.C.-based think tank focused on trade, technology and national security and Co-Founder and former CTO of CrowdStrike, we examine the evolving global landscape: from the Iran conflict and oil markets to the long-term strategic challenge posed by China. Mr. Alperovitch argues that the current administration’s foreign policy is often mischaracterized as isolationist; instead, it reflects a transactional approach focused on securing strategic advantages and demonstrating U.S. dominance. We discuss the recent strikes on Iran’s nuclear infrastructure, the concern around the country’s ballistic missile program, and why the conflict may be nearing its end as U.S. objectives shift toward reopening the Strait of Hormuz and stabilizing energy markets. Finally, Mr. Alperovitch shares his perspective on China’s ambitions toward Taiwan, explaining why the decision ultimately rests with President Xi Jinping and how the conflict could trigger a global economic shock. -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ [https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/] for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com [strategicinsights@cgf.com].   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action [https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action]

Powering Customer Solutions: A Conversation with Jose Luis Crespo, CEO of Plug Power

In this episode, Jose Luis Crespo, newly appointed CEO of Plug Power, joins George Gianarikas, CG’s Senior Sustainability Analyst, to discuss his journey to CEO of a company that has evolved from a single‑application fuel cell provider into a vertically integrated leader in green hydrogen. Drawing on decades of global engineering and commercial experience, Mr. Crespo explains how Plug Power’s customer‑driven approach shaped its expansion into electrolyzers, hydrogen production, and large‑scale infrastructure. He outlines the company’s renewed focus on profitable growth, including the recent return to positive gross margin and a roadmap toward EBITDA positivity in 2026. The conversation also explores how Plug Power is prioritizing the markets with the strongest near‑term demand, from material handling to on‑site hydrogen generation, while right‑sizing investments in emerging applications. Finally, Jose Luis shares personal reflections on leadership, the hydrogen transition, and the lessons that continue to guide his strategic direction. -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ [https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/] for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com [strategicinsights@cgf.com].   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action [https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action]

Building Robots That Care: A Conversation with Colin Angle

Colin Angle, Co-Founder of iRobot and CEO & Co-Founder of Familiar Machines & Magic, joins CG Senior Sustainability Analyst George Gianarikas to reflect on his decades-long journey in robotics. He discusses his early inspiration, formative years at MIT’s Artificial Insect Lab, and the serendipitous origins of iRobot. Angle shares key lessons from building robots that must deliver more value than they cost—principles that shaped products from space‑exploration prototypes to the Roomba. The conversation also explores the rise of physical AI, the promises and misconceptions of humanoid robots, and why emotional connection will define the next generation of robotics. Finally, Angle offers an intriguing preview of his new venture, designed to bring expressive, embodied AI into the home. -- Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ [https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/] for more details on Canaccord Genuity Research and send all inquiries to strategicinsights@cgf.com [strategicinsights@cgf.com].   This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity. The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates.  This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity.  Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary.  Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies.   Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action [https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action]