Smart Money Circle

JP Chauvet, CEO, Lightspeed (NYSE: LSPD) Shared Timeless Advice On The SmartMoneyCircle.com Show. Website: https://www.lightspeedhq.com/home/ Bio: Lightspeed's board of directors appointed JP Chauvet to the role of Chief Executive Officer, on February 2, 2022. Chauvet joined Lightspeed in October 2012 as Chief Revenue Officer and became a board member in September 2013. In April 2016, he was named President and throughout his tenure had been integral to advancing Lightspeed’s mission, including leading many of the Company’s strategic acquisitions, its listings on the Toronto Stock Exchange and New York Stock Exchange, and leading the launch and growth of the Lightspeed Payments platform. Chauvet has also overseen the Company’s robust customer growth worldwide. With over 17 years of technology leadership experience and a strategic mind to match, JP has been a key element of Lightspeed's continued growth. By developing Lightspeed's go-to-market strategy and taking a more direct approach to engaging independent businesses, he has helped equip over 150,000 retail and hospitality customer locations worldwide with cutting-edge technology. Prior to joining Lightspeed, Mr. Chauvet held various leadership positions at Atex Group across Europe and Asia where his last role was CEO, EMEA. Prior to Joining Atex, Mr. Chauvet was the VP, Sales and Marketing of Nstein Technologies and from 2000 to 2005, he was the VP, Sales and Marketing of IXIASOFT Technologies Inc.

How AI & Robotics Can Help Fight Crime. Adam Sarhan Interviewed William Santana Li, CEO, of Knightscope $KSCP For Timeless Advice.

Stock Symbol: $KSCP

Website: https://www.knightscope.com/ Bio: William (Bill) Santana Li is the Chairman and CEO of Knightscope and is a seasoned entrepreneur, intrapreneur and former corporate executive at Ford Motor Company. He was the Founder and COO of GreenLeaf, which became the world's 2nd largest automotive recycler (now part of NASDAQ: LKQ) and holds a bachelor's degree in electrical engineering from Carnegie Mellon University and MBA from University of Detroit Mercy. His long-term ambition is to make the United States of America the safest country in the world, changing everything for everyone.

Scott has been on Oprah, Howard Stern, and now on the SmartMoneyCircle show!!!

Scott Schmaren, Hypnotherapist and NeuroPerformanceologist, Shared Timeless Advice On How To Control Your Mind And Become Successful.

Learn More: https://ultimatevisionarymind.com/

Scott Schmaren is a highly accomplished individual known for his unwavering dedication to personal transformation and motivational speaking. With an exceptional ability to inspire and empower others, he has become a prominent figure in the field of personal development and peak performance.

Scott's journey began with his own remarkable transformation. After battling obesity, addiction, and self-destructive behavior, he made a life-changing decision to turn his life around. Through a combination of mindset shifts, healthy habits, and a relentless commitment to personal growth, he not only overcame his challenges but also developed a deep understanding of the power of the mind.

Harnessing his newfound wisdom, Scott Schmaren embarked on a mission to share his transformative journey and insights with others. He became a renowned motivational speaker, captivating audiences with his engaging storytelling and authentic approach. Scott's ability to connect with individuals from all walks of life, combined with his vibrant energy, has made him a sought-after speaker at conferences, corporate events, and educational institutions.

As a performance expert, Scott empowers individuals to unlock their full potential and achieve extraordinary results. He blends principles from neuroscience, psychology, and personal experience to guide others in developing a winning mindset, enhancing productivity, and fostering resilience in the face of adversity. Scott believes that anyone can achieve greatness by embracing their inner power and adopting a mindset of growth and possibility.

In addition to his motivational speaking engagements, Scott Schmaren is an accomplished author, having written several books that delve into the depths of personal transformation and success strategies. His writings serve as practical guides, providing actionable steps to help individuals overcome obstacles, improve their mindset, and create lasting change in their lives.

Scott's work has been widely recognized and celebrated, earning him accolades and testimonials from individuals whose lives have been positively impacted by his teachings. His unwavering dedication to helping others tap into their unlimited potential continues to inspire countless individuals to take charge of their lives and achieve extraordinary success.

Scott Schmaren's infectious enthusiasm, profound wisdom, and genuine desire to make a difference have solidified his reputation as a leading authority in the field of personal development. Through his work, he continues to transform lives and empower individuals to embrace their true potential, reminding them that they have the power to create the life they truly desire.

Learn more: https://ultimatevisionarymind.com/

SMC Adam Sarhan Interviewed Blake Moore CEO Touchstone Investments $25B AUM For Timeless Advice President and Chief Executive Officer of Touchstone Investments, Touchstone Advisors, Inc. and Touchstone Securities, Inc. $25B Blake Moore is president and chief executive officer of Touchstone Investments, Touchstone Advisors, Inc. and Touchstone Securities, Inc., all based in Cincinnati. He has overall responsibility for the company’s business management and strategy, leading all aspects of distribution, product management, marketing, administration, advisory services and relationship management as well as acquisition activities. His experience in the financial services industry dates to 1993. Prior to joining Touchstone in 2020, Mr. Moore served as president of North American Asset Management at Foresters Financial, where he had responsibility for all asset management and related businesses. Before Foresters, Mr. Moore served as managing director and head of the Americas region for UBS Global Asset Management, a firm with over $600 billion in assets under management. He has also held senior executive positions at Mackenzie Investments, where he served as executive vice president and head of distribution, and Allianz, where he served as chief executive officer of Allianz Global Investors Distributors and Allianz Global Investors Fund Management. He earned a bachelor’s degree from the College of Wooster, where he currently serves on the board of trustees. He earned his law degree from Harvard Law School after playing six seasons in the National Football League with the Cincinnati Bengals and the Green Bay Packers. Website: https://www.westernsouthern.com/touchstone

Jason Shapiro is a highly accomplished Market Wizard with an extensive background in the financial industry. He currently shares his thoughts about the market on CrowdedMarketReport.com. Jason has garnered a reputation for his exceptional expertise in market analysis and trading strategies. With decades of experience under his belt, Jason has consistently demonstrated a remarkable ability to navigate crowded markets and identify lucrative opportunities.

As a sought-after Market Wizard, Jason Shapiro has been interviewed by prominent figures in the financial industry. His insights and timeless advice have proven invaluable to traders and investors seeking to enhance their understanding of the market and improve their profitability.

Jason's impressive track record and his ability to consistently deliver exceptional results have made him a trusted and respected authority in the world of finance. His profound knowledge and insightful perspectives continue to inspire and guide individuals looking to succeed in the complex world of investing.

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You can learn more on: CrowdedMarketReport.com

Pranav Kanade is the Portfolio Manager for the VanEck Digital Assets Alpha Strategy. Follow him on Twitter: @pkan90 Bio:

 Portfolio Manager for the VanEck Digital Assets Alpha Strategy

 Joined VanEck in 2022

 Prior to VanEck, Credit Portfolio Manager at Millennium Management

 Previous roles included Head of Research for the Liquid Credit investing business at Angelo, Gordon & Co., Managing Director; Research Analyst at Hutchin Hill Capital, and Research Analyst at UBS

 BS, Finance and Accounting (specialization in Entertainment, Media, and Technology), New York University

Read Pranav’s detailed bio, “My Journey from TradFi to Crypto,” https://www.vaneck.com/us/en/blogs/digital-assets/my-journey-from-tradfi-to-crypto/

AUM: Mutual Funds w/ $68B

About VanEck

VanEck has a history of looking beyond the financial markets to identify trends that are likely to create impactful investment opportunities. They were one of the first U.S. asset managers to offer investors access to international markets. This set the tone for the firm’s drive to identify asset classes and trends – including gold investing in 1968, emerging markets in 1993, exchange traded funds in 2006 and digital assets in 2017 – that subsequently shaped the investment management industry. Today, VanEck offers active and passive strategies with compelling exposures supported by well-designed investment processes. As of June 30, 2022, VanEck managed approximately $68 billion in assets, including mutual funds, ETFs and institutional accounts. The firm’s capabilities range from core investment opportunities to more specialized exposures to enhance portfolio diversification. Their actively managed strategies are fueled by in-depth, bottom-up research and security selection from portfolio managers with direct experience in the sectors and regions in which they invest. Investability, liquidity, diversity, and transparency are key to the experienced decision-making around market and index selection underlying VanEck’s passive strategies. Since their founding in 1955, VanEck puts their clients’ interests first, in all market environments, has been at the heart of the firm’s mission.

Stephen Lee, Principal, Logan Capital Management with AUM + AUA: $3.8B Bio: Stephen is a founding principal of Logan Capital and the firm’s treasurer. As a manager of growth portfolios and the Broad Innovative Growth ETF (NYSE: $LCLG), Stephen plays an active role in the security selection for the firm’s large cap growth and mid-to-large cap growth portfolios. He is also a member of the Fixed Income team. Before founding Logan Capital with his partners in 1993, Stephen was employed at Mercer Capital Management and Merrill Lynch. Website: https://logancapital.com/team/#stephen-s-lee Broad Innovative Growth ETF (NYSE: $LCLG)

Max Wasserman, co-founder and senior portfolio manager of Miramar Capital, shares timeless advice with the audience. Max has more than 30 years of experience as a portfolio manager and a research analyst on Wall Street. He focuses on managing equity, fixed income, and alternative investment strategies for portfolios of high net worth individuals and institutional clients. Max is a value investor and shares timeless lessons, timeless mistakes, his story, how to value a company, and the best advice he would give with the audience!  Max manages $550 million in assets under management.   

Learn more on: Miramarcap.com

Ken Van Leeuwen is the managing director of Van Leeuwen & Company, a Princeton, New Jersey-based financial planning firm he established in 1997 after working for several financial institutions for 18 years. He manages over $300M in AUM.   

As founder and financial advisor, he is responsible for the overall strategic direction of the firm and serves clients, which include corporate executives and nonprofit organizations.   

Website: https://www.vanleeuwenco.com

Dan Ahrens shares some timeless advice with the Smart Money Circle audience. Dan is the Managing Director and Portfolio Manager at AdvisorShares which manages over $1.5 Billion in assets.  Dan Ahrens AdvisorShares Dan Ahrens is managing director, chief operating officer and portfolio manager at AdvisorShares. He is portfolio manager of the AdvisorShares Hotel ETF (ticker: BEDZ), AdvisorShares Restaurant ETF (ticker: EATZ), AdvisorShares Pure Cannabis ETF (ticker: YOLO), AdvisorShares Pure US Cannabis ETF (ticker: MSOS), AdvisorShares Vice ETF (ticker: VICE), and the AdvisorShares Psychedelic ETF (ticker: PSIL). Dan carries over two decades of experience in the financial services industry serving in a variety of senior-level capacities. He founded Ahrens Advisors, L.P., an SEC-registered investment advisor, where he was portfolio manager of the Ladenburg Thalmann Gaming and Casino Fund. Dan also served as president of the MUTUALS.com Funds, where he launched the Vice Fund (VICEX) and served as its original portfolio manager. He was also the portfolio manager of the Generation Wave Growth Fund (GWGFX). During that time, he was also president and chief compliance officer of Mutuals Advisors, Inc, and acted as president, treasurer and financial & operations officer of an affiliated broker dealer firm. Dan is the author of “Investing in Vice” (St. Martin’s Press, 2004) and “Investing in Cannabis: The Next Great Investment Opportunity” (Wiley, 2020), and has appeared prominently across financial media outlets and major national and trade publications. He earned a Bachelor of Business Administration in Finance from Texas Tech University.  

Learn more: https://advisorshares.com/

Align Your Faith & Investments - Chris McMahon, President, and CEO of Aquinas Wealth Advisors with $500M AUM. 

For over 30 years Chris has advised his clients in the areas of comprehensive financial planning, asset allocation, retirement planning and estate tax management techniques. Chris is an industry resource serving as a consultant and advisor to a multitude of industry professionals, giving clarity in the areas of practice management, client care and comprehensive financial planning.

Chris graduated from Duquesne University in 1986 with a BA in economics. He also earned the ChFC (Chartered Financial Consultant) designation from the American College in Bryn Mawr, Pennsylvania, in May of 1990. In January of 2005, Chris earned the AWMA (Accredited Wealth Management Advisor) designation through the College for Financial Planning in Denver Colorado.

Chris is very involved in his community; he has served as the president of the Duquesne University Alumni Board, the president of St. Bernard’s Roman Catholic Church Parish Council, a board member of Oakland Catholic High School, a member of Mt Lebanon municipal Pension Board, and a board member of the Cystic Fibrosis Foundation of Pittsburgh. Currently, Chris is a member of both the Duquesne University Board of Trustees and Investment Committee. He is also a committee member of the Little Sisters of the Poor, a board member of Mary’s Place Pittsburgh, a board member of Legatus International. Chris also remains active in youth sports in the Mount Lebanon area. Chris and his wife Molly have been married for 25 years and have five children, Kate, Will, Jack, Hugh, and Emma.

Website: https://aquinaswealth.com/

Dr. Tianyi Jiang (TJ) CEO and Co-Founder AvePoint in 2001 and has served as the organization's Chief Executive Officer since 2005. Today, TJ is responsible for overall strategy and direction of AvePoint which includes product innovation, investor relations and business development. He is focused on delivering value to customers, partners, shareholders and to the AvePoint team, every day.  A recipient of Ernst & Young’s Entrepreneur of the Year award in New Jersey in 2010, TJ received both B.S. and Masters in Electrical and Computer Engineering from Cornell University, and a Master of Philosophy and PhD in Data Mining from Department of Information Systems, Operations Management, and Statistics, Stern School of Business, New York University.

website: https://www.avepoint.com/

Cantaloupe ($CTLP) CEO Ravi Venkatesan shares his journey and some timeless advice with the SmartMoneyCircle audience.   

Bio: Ravi Venkatesan was named Chief Executive Officer and a member of the Board of Directors at Cantaloupe in September 2022, after serving as Chief Operating Officer starting in February 2022 and as Chief Technology Officer from December 2020. He is responsible for leadership of the company’s architecture, development, network and business operations, product teams, as well as customer success. A proven leader with extensive expertise in product development, information systems, software development and program management, Mr. Venkatesan brings more than 20 years of experience in driving innovative change within technology environments. Previously, Mr. Venkatesan was Head of Innovation at Bakkt. He held the dual roles of Chief Technology Officer and Chief Product Officer at Bridge2 Solutions, preceding its sale to ICE, the parent company of Bakkt. Prior to his position at Bakkt he was the Vice President of Information Technology Strategy and Delivery at Cbeyond. Earlier in his career he spent time as a consulting leader with Accenture. Mr. Venkatesan graduated from Bangalore University with a degree in Electronics and went through a Post Graduate Program in Finance and Information Management from the Management Development Institute.

Steven fell in love with trading at a very early age and shares some timeless lessons he's learned along the way with the SmartMoneyCircle audience.   

Steven is the Chief Strategy Officer for Money.net. He has produced and hosted thousands of webinars, shows, interviews as the featured on-air talent and delivered industry-leading financial squawk services.  Steven has had the privilege to work in the US Government (White House, State Department, and Congress.) Also, he was in the professional sports industry (NBA, MLB, NFL, PGA) in tech and on-air.  

Steven is an active professional trader who has traded every sector and financial instrument since the early 1990's! Including stocks, bonds, options, futures, currencies, and cryptocurrency. Mr. Orr serves on the board of American Blockchain and Cryptocurrency Association.  https://www.abcaonline.org/about  He is passionate about delivering financial news and likes to share it with other traders.

Jonathan shares a lot of timeless advice with the audience about being mindful with your money. He explains the difference between currency and money, he discusses the two most important things in life, how to quiet your mind and stop reacting to external stimulus, and a lot more.   

Bio: Jonathan is a Lutheran Seminarian, turned Buddhist Academic, turned financial advisor and educator. He is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing your Happiness Dividend. He writes and talks about the intersection of money and happiness at Mindful Money – a financial education company. Jonathan is based in the EP Wealth Berkeley office, where he helps clients manage their finances and investments, with the goal of long-term happiness and well-being in mind.

David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.   David was the first-ever Chief Financial Officer at Compare.com – a position he held for more than three years. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States.   David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia. He is a registered representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, as well as advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.  Website: www.davidpetersfinancial.com

Brian Feroldi, Author, Of Why Does The Stock Market Go Up? shares timeless lessons with the audience about his bottoms up investment approach, some mistakes he has made, and the business criteria he looks for before making an investment.   Bio: Brian Feroldi is a financial educator, YouTuber, and author. He has been intensely interested in money, personal finance, and investing ever since he graduated from college.  Brian started investing in 2004. In the beginning, he had no idea what he was doing and got his teeth kicked in. His returns improved dramatically over time as his experience and knowledge about the stock market grew.  Brian’s career mission statement is “to spread financial wellness.” He loves to help other people do better with their money, especially their investments. He has written more than 3,000 articles on stocks, investing, and personal finance for the Motley Fool.  In 2022, Brian’s book Why Does The Stock Market Go Up? was published. The mission of the book is “to demystify the stock market.” It was written to explain how the stock market works in plain English.  Brian lives in New England with his wife and three kids.

SMC: Adam Sarhan Interviewed Market Wizard Tony Saliba Part I.   

Tony shares some great stories of how he got started in the business, some timeless lessons he's learned along the way, how he handles risk, and how he thinks about and makes every decision.    

Tony Saliba (Industry Bio)  

A globally renowned business leader and entrepreneur, Anthony Saliba is CEO and founder of Mercury Digital Assets, the leading digital asset and cryptocurrency trading technology provider. He is also the Vice Chairman of The Board of Managers Matrix Executions, a U.S. broker-dealer.  His areas of expertise include workflow automation for derivatives agency activities, securities routing/execution, risk management, strategic planning, electronic trading, and derivatives education.   Saliba has been a pioneer in the trading industry for four decades, beginning his career in 1979 at the Chicago Board Options Exchange (CBOE), where he traded equity options as an independent market maker. Later he traded most CBOE products, currencies and the S&P 500 contracts on the Chicago Mercantile Exchange, along with the agricultural and interest rate products traded on the Chicago Board of Trade (CBOT). He spent three years on the Board of Directors at CBOE and also served for two years on the board of the Chicago Stock Exchange (CHX) before its acquisition in 2018. In 2019, he was an inaugural recipient of the U.S. Options Lifetime Contribution Award, selected by the U.S. options exchanges and the Options Industry Council (OIC).  Saliba was the only options trader to be featured in “Market Wizards” (1989), the seminal book by Jack Schwager, showcasing the world’s best professional traders. He has also authored numerous books himself, including: “Managing Expectations: Driving Profitable Option Trading Outcomes Through Knowledge, Discipline, and Risk Management”(2017); “Options Workbook”(2001); “Option Strategies for Directionless Markets: Trading with Butterflies, Iron Butterflies, and Condors”(2008); and “Option Spread Strategies: Trading Up, Down, and Sideways Markets” (2009, with Karen E Johnson, and Joseph C Corona).  Saliba has founded several successful companies over the course of his career. These include: the International Trading Institute, which built and delivered the first options simulator and pioneered training for pro traders and market makers worldwide; LiquidPoint, a trading platform, broker and solution provider sold to ConvergEx for a mid-nine-figure sum; and Efficient Capital Management, a premier managed futures firm. He has invested in nearly 100 companies and continues to lend his expertise and experience to a variety of firms today.  In 2019, Saliba was recognized by the U.S. options exchanges and the OIC as one of the first recipients of the U.S. Options Lifetime Contribution Award.  Saliba lives in Chicago, Illinois, and holds a BS in Accounting from Indiana University - Bloomington.  Learn more here: https://mercurydigitalassets.com/

Mark Adams, President and CEO of SGH Corp ($SGH).   

Mark brings extensive experience and expertise in leading technology companies with a clear vision and focus on execution. Whether at the helm of a major developer of LED light engine technology or the global leader of memory solutions, Mark’s management style is characterized by a team-first approach with an emphasis on results.  

Since joining SGH in 2020, he has set into motion its transformation toward a holding company with continuous investment in the long-term success of its businesses.  Mark’s previous companies include Lumileds, Micron Technology, Lexar Media, Creative Labs and NCR Corporation. 

He currently serves on the boards of Seagate Technology and Cadence Design Systems.  His alma maters include Boston College (BA, economics) and Harvard University (MBA).  

Website: https://www.sghcorp.com/

Today's Smart Money Circle Guest Is Scott St. Clair, the premium product group manager at Investor's Business Daily (IBD).   Scott St. Clair joined the MarketSmith education team as a Product Coach in 2010.  In 2021, Scott was promoted to Manager of the Premium Product Group at Investor's Business Daily. Scott began his career as a stockbroker in 1994.  In 2008, he became a founding partner at Channel Islands Capital, managing a small hedge fund. His 25+ years of investing experience are complemented by his education, which includes a B.S. from University of La Verne and an M.B.A. from the University of California, Irvine. Learn more at Investors.com

This is an excellent interview with CC Lagator, Co-Founder of OptionsAI.com. CC shares what life was like as a former options market maker, tells you how the "smart money" trades options and how indvidual investors can trade options like the pros. CC also shares timeless life, business, and overall winning advice with the audience.

Visit: OptionsAI.com to learn more. 

Ticker: $BBLN. Dr. Ali Parsa shares timeless lessons with the audience in today's SMC episode! He is a British-Iranian healthcare entrepreneur and engineer. He’s the founder and CEO of Babylon Inc. (BBLN), the revolutionary AI and digital health company that's now in 17 countries globally, nine of which launched in 2020 (including the U.S.). Babylon’s mission is to put an accessible and affordable health service in the hands of every person on earth. Dr Parsa was listed in The Times 100 people to watch. The Health Service Journal recognized him as one of ‘the 50 most influential people in UK healthcare.’ He was featured in the Maserati 100, a list that recognizes game-changing entrepreneurs. He’s a UK Cabinet Office Ambassador for Mutuals and has a PhD in Engineering Physics.

Julie Kutasov, Portfolio Manager & Senior Research Analyst, at Kayne Anderson Rudnick Investment Management, with $55 Billion in Assets Under Management (AUM) shares timeless fundamental investing advice with the audience.

The Power Of Compounding Returns. Adam Sarhan interviewed Karen McClintock- CFA- CIC – Managing Director and Principal at Robertson Stephens with nearly $4 billion in assets under management (AUM).   Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, families and boards so they can accomplish their financial objectives.  Prior to joining Robertson Stephens, Karen was a Founding Partner and President of LS Investment Advisors (a lift-out from Loomis Sayles in 2018). While at LSIA, she worked closely with her clients and counseled multi-generational families on achieving their financial goals. Previously, Karen worked in the Private Client Group at Loomis Sayles focusing her experience on high-net-worth families. Karen began her career in wealth management at The Boston Company in Los Angeles.  Karen earned an MBA from the University of Southern California and a BA from San Diego State University. Karen holds the coveted CFA designation and is also a Certified Investment Counselor.  Karen lives in Pasadena, California where she is active with several charitable organizations including the Order of the Holy Sepulchre and the Order of Malta. She enjoys food, wine, travel and hiking. She takes to heart the guidance offered by John Muir, “Of all the paths you take in life, make sure a few of them are on dirt.”

David Grumhaus is President and Chief Investment Officer of Duff & Phelps Investment Management Co with $12 billion in assets under management.   

Mr. Grumhaus shared timeless lessons, timeless mistakes, and his investment strategy with the audience. David oversees all of the firm’s investment strategies, chairs the firm’s investment meetings, leads the executive committee and directs strategic initiatives and resource planning. Mr. Grumhaus is also a Senior Portfolio Manager for the firm’s Energy Infrastructure strategies.  

Mr. Grumhaus has over two decades of experience working in the investment management industry. Prior to joining Duff & Phelps in 2014, Mr. Grumhaus served as a Portfolio Manager and Director of Research for Copia Capital, an Energy and Utility focused hedge fund. He previously worked as an investment banker for Goldman, Sachs & Co. and William Blair & Company, LLC.  Mr. Grumhaus holds a BA in History, cum laude, from Princeton University and an MBA from Harvard Graduate School of Business Administration, where he was a George F. Baker scholar. In addition, he is a member of the Investment Committee at the Ann and Robert H. Lurie Children's Hospital of Chicago and serves as a board member of the Beyond Sports Foundation. Mr. Grumhaus served as an Alderman and finance chair for City of Lake Forest, IL from 2005 - 2011.

SMC Adam Sarhan Interviews Dave Mazza Head Of Product At Direxion 25B AUM. David leads product R&D, strategy and management for the firm. Prior to joining Direxion, he was the Head of ETF Investment Strategy at OppenheimerFunds and led the firm’s ETF Investment Marketing and ETF Specialist Teams. Prior to joining OppenheimerFunds, David led product strategy, positioning, and analysis as a Managing Director and Head of ETF and Mutual Fund Research at State Street Global Advisors (SSGA).   Dave is a wealth of knowledge and shares timeless lessons, mistakes, how he handles risk, and designs new products with the audience.

Adam Sarhan interviews Sharon Price John – President and CEO Build-A-Bear Workshop® in Q1 2022 for timeless advice on how to live a great life. This episode is packed with timeless advice that just about anyone can benefit from.

Rob LoCascio, Founder and CEOof Live Person Inc. ($LPSN) and has been its chief executive officer since its inception in 1995, making him one of the longest-standing founding CEOs of a tech company today.   

As the inventor of online chat for brands, Rob disrupted the way people communicate with companies around the world, removing the need for 1-800 numbers, long wait times, and endlessly scanning websites for information.   

In 2016, Rob again led the company to the forefront of conversational commerce by making it easy for consumers to connect with brands on messaging via platforms including SMS, WhatsApp, Apple BusinessChat, Facebook Messenger, and even brand apps and websites.   

In 2018, Rob delivered on his vision for AI-powered conversations, opening the doors for brands to message at massive scale while still providing outstanding customer experiences. Now in 2020, Rob is a leading voice on reforming the future of work, helping cultivate innovative new systems that support the needs of Live Person's global staff, and challenging the reliance on physical office spaces.   

As someone who has been on the entrepreneurial journey for over two decades, Rob's mission is to inspire and help others who are on that same path. Live Person has come a long way since its early years, having survived the dot-com crash and grown to become the leader in Conversational AI and automation solutions, currently serving over 18,000clients, with 1,200 employees worldwide.   

Beyond his decades of work at Live Person, Rob's interests extend past his business and reflect his close ties to New York City and his journey as an entrepreneur and humanitarian. He is a founding member of EqualAI, which works with companies, policy makers, and experts to reduce bias in AI, and the NYC Entrepreneurs Council of the Partnership for New York City. In 2001, he started the Dream Big Foundation with its first program, FeedingNYC, which gives families in need a Thanksgiving dinner. To date, FeedingNYC has donated more than 85,000 meals. Its second program, the Dream Big Entrepreneurship Initiative, launched in 2014 to fund, mentor, coach, and empower local entrepreneurs in underserved communities.  Learn more on LivePerson.com

Tom Cruz is the CEO of Section 8 Housing Formula and owns over 500 units. In this interview, Tom shares his story and gives you a blueprint to invest in Section 8 housing. He also tells you what to look for, what to look out for, and how to manage risk.

Here is the link to watch on YouTube: https://youtu.be/w9LuYtLH8Gg

The Future Of Cashless Payments - With Nayax CEO & Chairman Yair Nechmad. Nayax.com

Yair Nechmad Is The Chairman and CEO of Nayax--- is an award winning, cashless payment and management solution for retailers. We provide a complete solution for every aspect of your business. It is Nayax’s guiding principle to simplify doing business with our customers. We make it easy to install our array of devices, which fit any machine out there. We guide you through our system with multiple tools including our online university, management system wizard, customer success team and webinars. We provide everything needed to optimize your operation and see an increase in revenue, fast.Yair  Nechmad is the CEO and Chairman of the Board at Nayax. He co-founded the company with David Ben Avi and Amir Nechmad in 2005. Before establishing Nayax,Yair was Managing Director at Eden Springs Israel from 2000 to 2004,when he increased sales by 33%. Yair held the position of VP Marketing at Eden Springs Group from 1998-2000, where he was responsible for the brand development across Israel and Europe. Prior to that, Yair was the marketing and advertising manager at the Central Bottling Co. Ltd. (Coca Cola manufacturer in Israel) from 1997 to 1998.

Doron Gerstel joined Perion as CEO in April 2017. Serving as CEO for the last 20 years, he has established an outstanding ability to drive growth in hi-tech companies and competitive markets. In his previous role as CEO of Panaya, Doron led a turnaround to an increase in annual revenue and the company’s acquisition by Infosys. He has also held CEO positions at Nolio, Syneron and Zend Technologies. Doron holds a BS in Economics and Management from the Technion, and an MBA from Tel AvivUniversity. Since May 2018 Doron also serves as a member of the Board of Directors.

My guest today is Jay D. Hatfield, CEO, Instructure Capital, and Portfolio Manager of PFFR with approximately $1 billion in assets under management. This is Jay's second time on the show and he shares his current market outlook, how to properly diversify a portfolio, and how to find undervalued preferred stocks.   Jay's Bio:  Mr. Hatfield has almost three decades of experience in the securities and investment industries. At ICA, he is the portfolio manager of InfraCap MLP ETF (NYSE: AMZA), Virtus InfraCap U.S. Preferred Stock ETF (NYSE: PFFA), InfraCap REIT Preferred ETF (NYSE: PFFR) and a series of hedge funds. He leads the investment team and directs the company’s business development. During his career, Mr. Hatfield has gained a broad perspective on the U.S. financial markets with years as an investment banker, a research director and portfolio manager, and as a co-founder of a NYSE-listed company. Prior to forming ICA, he partnered with senior energy industry executives to acquire several midstream MLPs. These companies were merged to form a company now known as NGL Energy Partners, LP (NYSE: NGL). NGL went public in May 2011 and Mr. Hatfield is currently a general partner. In the years prior to forming NGL, Mr. Hatfield was a portfolio manager at SAC Capital (now Point72 Asset Management), running a portfolio focused on income securities. He joined SAC from Zimmer Lucas Partners, a hedge fund focused on energy and utility sectors, where he was head of research. Earlier in his career, he was head of an investment banking unit at CIBC/Oppenheimer and a Principal in an investment banking unit at Morgan Stanley & Co. He began his career as a CPA at Ernst & Young. He holds an MBA from the Wharton School at the University of Pennsylvania and a BS from the University of California at Davis. Frequently appears on or is quoted in Barron's, The Wall Street Journal, Yahoo Finance, TD Ameritrade Network, and Bloomberg Radio and TV and numerous other media outlets. In additional to asset management, Mr. Hatfield founded Tutoring America, a non-profit organization dedicated to providing low-income students with supplemental tutoring services so that they can catch up to grade level in both math and English language arts.  Learn more: https://www.infracapfunds.com/

Sean McCurry is President of Pinnacle Family Advisors and Co-Portfolio Manager of the Pinnacle Sherman Funds. Sean founded Pinnacle Family Advisors in late 2007.  Prior tofounding Pinnacle Family Advisors, Sean worked as a financial advisor with Raymond James Financial Services and also managed his own Raymond James branch office for nearly 10 years.  Sean is a 1989 graduate of John Brown University.  

Paul Carroll is the Chief Investment Officer for Pinnacle Family Advisors and Portfolio Manager of the Pinnacle Sherman Funds.  He joined PFA in November 2008. Paul began his financial services career with Wachovia Securities in early 2000 and moved to Raymond James Financial Services in 2005, prior to joining PFA.  Paul graduated from Missouri State University in 1991 with a BS in Accounting.  

Website:  https://pinnacledynamicfunds.com/ 

Disclaimer:  Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Investors should carefully consider the investment objectives,     risks, charges and expenses of the Pinnacle Sherman Multi Strategy Core     Fund.  This and other important information about the Fund is     contained in the prospectus, which can be obtained at pinnacledynamicfunds.com or     by calling 888-985-9830.      The prospectus should be read carefully before investing.  The     Pinnacle Sherman Multi Strategy Core Fund is distributed by Northern     Lights Distributors, LLC, member FINRA.

My guest today is Ryan Detrick, CMT, Chief Market Strategist at LPL Financial With Approximately $1Trillion in assets under management (AUM). LPL has around 18,000 financial advisors and Ryan shares a ton of great timeless information on the show.

Robert (BOB) Fehrmann has been investing in growth stocks since the early 1970's. At one point, Bob managed $11 Billion for institutional investors and shares timeless lessons he's learned along the way. Date: 4.27.21

Ed Butowsky, managing partner of Chapwood Investments, LLC With approximately $450 million in assets undermanagement. Ed has a unique approach at investing and explains his process in today's audience. Ed is able to break down complicated issues so that they are easily understood. Leaving the audience of his appearances with knowledge and direction versus just information has been a hallmark of his appearances for over two decades.

This is an excellent interview packed with timeless knowledge from USA Technology CEO Sean Feeney. 

My guest today is Lance Roberts, Chief Investment Officer, of RIA Advisors with approximately $1B in assets under management.

Lance Roberts has an extensive investing background that spans more than 25 years. From private banking and investment management to private and venture capital, Lance has pretty much “been there and done that.” His common sense approach and “real world” examples have appealed to a broad investing audience for two decades.   

Lance is the Chief Investment Strategist for RIA Advisors and Lead Editor of the Real Investment Report, a weekly subscriber-based newsletter to over 100,000 people nationwide. The newsletter covers economic, political and market topics as they relate to your money and life. He also hosts The Real Investment Show podcast, and his opinions are frequently sought after by major media sources. His insights and commentary on trends affecting the financial markets earned him a spot in the 2020 Refinitiv Global Social Media 100 influencers list.  

Lance’s investment strategies and knowledge are found on CNBC, Fox Business News, Business News Network and Fox News. He has been quote source for many publications, including the Wall Street Journal, Bloomberg, The New York Times, The Washington Post, MarketWatch.com and TheStreet.com. His writings and research are also regularly featured on several of the nation’s biggest financial blog sites, such as the Pragmatic Capitalist, Credit Writedowns, The Daily Beast, Investing.com, Zero Hedge, Seeking Alpha and more.

My guest today is Brian C. Adams, President and Founder, of Excelsior Capital, with $475M in assets undermanagement. Brian spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.  

He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.

My guest today is Jim O'Shaughnessy, Chairman and Co-Chief Investment Officer, at O'Shaughnessy Asset Management with $4 Billion in Assets Under Management (AUM). Jim shares, his story, his investment process, and some timeless lessons he’s learned over his career. Jim also talks about investor psychology and shares his four investing horsemen (and a lot more!). Learn more at: https://OSAM.com/

My guest today is Nathan Mersereau, CEO and President, of Planning Alternatives, an independent wealth management firm with over $1 billion in assets under management.

With over 25 years of experience in the financial services industry, Nathan has led Planning Alternatives to industry recognition by winning the Schwab Trailblazer award. Nathan has been a featured panelist at industry conferences and a contributing member of Charles Schwab and Envestnet Tamarac’s advisory boards. He is a member of NAPFA (National Association of Personal Financial Advisors), the community of fiduciary Fee-Only advisors offering holistic, objective financial advice. He has contributed to various media publications including USA Today, the Wall Street Journal and Michigan Medicine, as well as appeared on NBC’s WDIV-TV.

As a Certified Financial Planner®, Nathan provides comprehensive wealth management solutions for clients focused on achieving and maintaining financial independence.

Prior to joining the firm in 2009, Nathan was the owner and President of Oakland Wealth Management.

Nathan holds a Bachelors of Arts in Administrative and Commercial Studies from the University of Western Ontario and a Bachelors of Commerce in Finance from the University of Windsor.

He is a member of Young Presidents’ Organization (YPO), a premier peer network of chief executives and business leaders. Nathan sits on the board of the YPO Global One chapter and is a contributing member of the CNBC – YPO Chief Executive Network.

Nathan serves on the board of Variety, The Children’s Charity, a non-profit organization devoted to supporting children in need. He also an active supporter of the Alzheimer’s Association of Michigan.

My guest today is Mark Matson, CEO of Matson Money with approximately $8.1 Billion In assets under management. Mark is an American entrepreneur, author, and innovator in the fields of investing science and financial education. He is the creator of educational experiences, platforms, and tools that make Nobel Prize winning investing research accessible to investors and transform their relationship to money. Most notably, he is the creator of The American Dream Experience and the Matson Method. Mark is also founder of $8 billion asset management & investor coaching firm, Matson Money, which provides breakthrough education, tools, and coaching that helps families transform their financial futures.

My guest today is Mr. Leo Melamed, Chairman Emeritus, at the CME Group (If you don’t know Leo google him because his story is exceptional!)...

Leo built the CME into what it is today and was the person who literally invented financial futures (Currency Futures, Bond Futures, & Stock Futures)! Leo also helped the CME Group transition into electronic trading - before it was popular. Leo authored countless books, escaped and survived the Holocaust, and is by far one of the nicest, smartest, and kindest people I've ever met! I hope you enjoy this interview! 

If you want more, here is an earlier interview I did with Leo in person at his office in Chicago in 2018. 

https://www.youtube.com/watch?v=ayCzUcQ9eCQ

My guest today is Jay D. Hatfield, CEO, Instructure Capital, with approximately $400M in assets under management. Jay is a deep value investor and shares some timeless advice on how to invest your portfolio for healthy appreciation and enjoy income along the way. 

JAY's Bio:

Mr. Hatfield has almost three decades of experience in the securities and investment industries. At ICA, he is the portfolio manager of InfraCap MLP ETF (NYSE: AMZA), Virtus InfraCap U.S. Preferred Stock ETF (NYSE: PFFA), InfraCap REIT Preferred ETF (NYSE: PFFR) and a series of hedge funds. He leads the investment team and directs the company’s business development. During his career, Mr. Hatfield has gained a broad perspective on the U.S. financial markets with years as an investment banker, a research director and portfolio manager, and as a co-founder of a NYSE-listed company. Prior to forming ICA, he partnered with senior energy industry executives to acquire several midstream MLPs. These companies were merged to form a company now known as NGL Energy Partners, LP (NYSE: NGL). NGL went public in May 2011 and Mr. Hatfield is currently a general partner. In the years prior to forming NGL, Mr. Hatfield was a portfolio manager at SAC Capital (now Point72 Asset Management), running a portfolio focused on income securities. He joined SAC from Zimmer Lucas Partners, a hedge fund focused on energy and utility sectors, where he was head of research. Earlier in his career, he was head of an investment banking unit at CIBC/Oppenheimer and a Principal in an investment banking unit at Morgan Stanley & Co. He began his career as a CPA at Ernst & Young. He holds an MBA from the Wharton School at the University of Pennsylvania and a BS from the University of California at Davis. Frequently appears on or is quoted in Barron's, The Wall Street Journal, Yahoo Finance, TD Ameritrade Network, and Bloomberg Radio and TV and numerous other media outlets. In additional to asset management, Mr. Hatfield founded Tutoring America, a non-profit organization dedicated to providing low-income students with supplemental tutoring services so that they can catch up to grade level in both math and English language arts. Learn more: https://www.infracapfunds.com/

My guest today is Dale Brown, Chairman of the Board, at Salem Investment Counselors with $1.7B AUM. Dale shares a lot of fantastic wisdom in this episode and speaks to the importance of investing for the right reasons.  Salem was just ranked the #1 FA in the country by CNBC. 

Dale is a graduate of the University of North Carolina School of Business and School of Law where he was a member of Phi Beta Kappa and the Order of the Coif. He became a Certified Public Accountant in 1981 and a member of the North Carolina State Bar in 1979. He worked for Deloitte, Haskins and Sells from September 1979 to December 1987 where he was a designated specialist in qualified retirement plans and estate planning. In January, 1988, Dale joined Salem where he specializes in fixed income securities and portfolio management. He earned the Chartered Financial Analyst designation in 1990 and served as President of Salem for 16 years until 2017.  He has also served on the Board of Trustees of Wake Forest University Baptist Hospital in Winston-Salem.

Website: https://saleminvestment.com/

My guest today is Colin Carter, Managing Director, Tiedemann Advisors with approximately $20 billion in assets under management (AUM).

Colin Carter, Managing Director, Tiedemann Advisors

Colin has direct responsibility for managing client relationships. He works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. He also oversees business operations for the Dallas office.

Colin joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he was responsible for developing, implementing, and maintaining investment portfolios for families, individuals, foundations and endowments. He also served on Presidio’s Board of Directors and opened the Dallas office in 2003. Previously, Colin was a Senior Vice President at Merrill Lynch in the Private Wealth Advisory Group. Colin also spent ten years with Goldman Sachs & Co., working in both the Institutional Fixed Income and Private Advisory Services Groups.

Certificates, memberships and offices include:

Colin earned a Master of Business Administration from the University of Texas at Austin and a bachelor’s degree in economics from Duke University. He resides in Dallas with his wife and four children.

Tiedemann Advisors Investment Overview

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, and trust, estate and wealth planning services. Tiedemann Advisors are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact and responsible investments, and full transparency on investment decisions, fees and performance. Founded in 1999, Tiedemann Advisors is headquartered in New York, with nine offices nation-wide. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees $20 billion in assets, including $3.2 billion in impact investments.

Holistically, Tiedemann prioritizes long-term, quality investments that align with client needs, desires and personal passions.

Jeffrey A. Swett, CFP®, CRPC® Managing Director - Wealth Management The Swett Wealth Management Group with ~$900 million in assets under management. 

3 Ways To Think About Your Money
-Money you need now
-Money you need in the future
-Money you will give away

David Blatt is the CEO of CapStack Partners, an advisor focused on helping real estate clients find debt solutions, including project financing, loan sales & syndications, and loan workouts and restructuring with approximately $100 million under management. Blatt earned a Bachelor’s of Science in Business Management from Yeshiva University, JD from Cardozo School of Law, Executive MBA from Baruch College, and Master's in Negotiation & Dispute Resolution from Pepperdine University School of Law. He is a Registered Investment Advisor and holds Series 24, Series 79, Series 82, Series 7 and Series 63 securities licenses. He is admitted to practice law in New York, New Jersey and California., and is a real estate broker in New York and Florida.

Chuck Self serves as the Chief Investment Officer (CIO) and the Chief Operating Officer (COO) at iSectors® LLC with approximately $400 million in assets under management. Chuck tells you how to build a diversified portfolio and use risk to stay invested and protect your downside. Chuck shares what he learned from Harry Markowitz and some of the pitfalls to avoid when building a diversified portfolio. 

Hire A Family CFO & Learn How To Create A Financial Action Plan With Eric Kittner, Chairman, Of Moneta With $25 Billion in Assets Under Management. Eric shares timeless advice and reiterates the importance for having a sound financial plan and teaches the importance for creating a Financial Action Plan. 

My guest today is Todd Millay, Managing Director, at Choate Investment Advisors with $5 billion in assets under management. The company was founded over 100 years ago in Boston and specializes in providing holistic advice to large family offices. Todd teaches you how to think differently about several important topics from Risk Management to Diversification. 

My guest today is Ken Crawford, Senior Portfolio Manager, at Argent Capital Management with $2.5 billion in assets under management. Ken shares a ton of timeless investment advice with you and tells you how to use Change-Based Investing to find mispriced assets. 

My guest today is third generation investor Greg Werlinich. Greg is the President of Werlinich Asset Management who ended last year with $100M AUM. Greg is a long-term investor and tells you how to analyze sectors and understand a stock's story to become a better long-term investor. 

My guest today is Jim Roppel, Co-Founder GrowthStockMentor.com & Founder of Roppel Capital, with approximately $100M AUM. Jim is a CANSLIM legend and is a master at buying monster stocks. If you want to learn how to buy monster stocks, then you will want to hear this interview and subscribe to GrowthStockMentor.com! Follow Jim on Twitter: @Upticken

My guest is Jay Gragnani, Head of Research and Client Engagement with Nasdaq Dorsey Wright.
Jay gives you a technical look at the market and explains how he uses X's and O's and momentum to get an edge on Wall Street.

My guest today is Jimmy Z. Wang, CFA, & Vice President, at Global Real Estate Securities with ~$100M in assets under management.  Jimmy dives deep in real estate investing, REITs, and tells you some timeless lessons and mistakes he has learned along the way. This is a great episode for anyone who wants to learn about investing in real estate securities.  

My guest today is Julie Biel, CFA, Portfolio Manager and Senior Research Analyst, at Kayne Anderson Rudnick with $32 billion in assets under management. Julie tells you how she uses old school fundamental analysis and 10ks to build a concentrated portfolio of great companies.
Find out exactly what she looks for in the 10ks, how she manages risk, and how she finds great businesses to buy. 

My guest today is Brad Lamensdorf, CIO of LMTR.com & Co-Portfolio of the HDGE ETF. This is a great interview. Brad shares timeless lessons he's learned about investing, sentiment, shorting, and tells you how you can buy fear and sell greed in any market. 

My guest today is John B. Guerard Jr., Ph.D. Director of Quantitative Research, at Mckinley Capital with over $4 Billion in assets under management. John tells you how he uses earnings to find outstanding stocks that generate excess returns.  

My guest today is Jim Bruyette, CPA, CFP, Principal , CEO at Sullivan, Bruyette, Speros & Blayney, LLC with over $4.3 billion in assets under management. Jim started with $0 in assets under management and currently manages $4.3 billion! The timeless lessons you will learn from Jim are priceless. I hope you enjoy the show...

My guest today is John Buckingham, Chief Investment Officer, at AFAM, A division of The Kovitz Investment Group with over $5.5 billion in assets under management. John is also the Editor of The Prudent Speculator Newsletter which has been around for over 43 years. John is a long-term value investor and shares some great insight on how you can find undervalued stocks, manage risk, and overcome some common investing mistakes. 

My guest today is John Suddeth, Founding Principal, at Naples Global Advisors with about $800 AUM. John is global fundamental investor and he does an excellent job explaining his process. John also shares 5 timeless metrics you can use to find undervalued stocks in just about any publicly traded market in the world!

My guest today is Joe Bozoyan, CFA & Portfolio Manager, at Manulife Investment Management with approximately $5.5B in assets under management. Joe tells you how to find income and gives you timeless lessons he's learned along the way... 

My guest today is Justin Carbonneau at Validea Capital Management who’s firm has managed up to $1 Billion in assets under management.

Validea runs strategies from the greatest investors in history. 

My guest today is David Clark, President, at Astoria Portfolio Advisors with $320 million in total assets. David tells you how to build a disciplined and balanced portfolio with ETFs.

Justin E. Deutsch, Portfolio Manager,  at Weybosset Research & Management with $250 million in assets under management. Justin is a long-term value investor that buys businesses, not stocks. He looks for the following criteria and likes buying sound businesses:

My guest today is Lauren Rich Fine, CFA & Partner at Gries Financial Partners with $650 million in assets under management. Lauren shares how she preserves and grows her client’s capital with proper asset allocation and incorporating alternative investments.

Lauren’s Contact Information:
Email: lrf@Gries.com
Phone: 216 861-1148

My guest today is Carl H. Scholtz, CFA who is a Portfolio Manager at Scholtz & Company with approximately $250 million in assets under management. Carl shares his investment strategy and what he has learned from Yale to Wall Street and being a 5th generation investor.

Listen to the show and learn Carl’s criteria for finding 5-star companies! 

Website: www.scholtzandco.com

Email: cscholtz@scholtzandco.com

Tel: 203.714.9900

My guest today is Sheena Hanson, CFP® and Principle at Uncommon Cents Investing with $210M AUM. Sheena gives you some timeless uncommon cents investing lessons that you don't want to miss. 

Sheena can be reached:

Phone: 608-563-2437 

Website: www.uncommoncentsinvesting.com

Today's guest is Private Equity Investor and Partner, Sean Barrette, at L Squared with $550 million in assets under management. Today's episode explains why founders sell to private equity firms, the value private equity provides in the market, and how patience is one of the most under-rated assets in any business. Ohh, and Sean will tell you why, "this time is not different." 

My guest today is Eric Cadogan, Senior Dealer, at AMP Capital with $140 billion in AUM worldwide.  This is a great episode packed with timeless investing advice that you don't want to miss!

Eric Cadogan can be reached via his LinkedIN page.

In this episode, Stephen A. Hartel, AIF® Wealth Advisor and Accredited Investment Fiduciary® at Trilogyfs.com with over $2B AUM, shares some timeless lessons and the "Best" advice he has received over the years. 

Stephen Can Be Reached At: 

P: (303) 300-3323 x5221 | F: (303) 872-6598 | 

or 

www.trilogyfs.com/stevehartel

In this show, you will learn how Stephen views/manages risk, learn how he got started in the business and learn about his investment strategy.  Stephen is driven to help people become intellectually wealthy and he shares some priceless lessons that can help any investor get ahead. 

Stephen can be reached at: 

Stephen A. Hartel

Phone: (303) 300-3323 x5221

Website: www.trilogyfs.com/stevehartel

Welcome to the Smart Money Circle Podcast! This show is designed to give you actionable information you can use right now to make better investment decisions. We interview real money managers with over $100 million in assets under management (AUM).  Learn from the best and join the SmartMoneyCircle.com