Smart Money Circle
By Adam Sarhan
Smart Money CircleOct 04, 2019
Principal At A $4.6B Money Management Firm Shares Timeless Advice
Keith Larkin, Managing Director, Principal At A $4.6B Money Management Firm Shares Timeless Advice With The SmartMoneyCircle.com Audience. Bio: KEITH LARKIN Managing Director, Principal Keith is a Managing Director and Principal at Robertson Stephens. The firm manages over $4.6 Billion. With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are trying to go. This includes a thorough understanding of your goals, priorities, concerns, tolerance for risk, income needs, assets and liabilities. Keith will then build and implement a plan that addresses what’s most important to you and your family, including consulting with other advisors if needed. Keith works with entrepreneurs, multigenerational families and company executives. He has several specializations including pre- and post-IPO planning and utilizing options to hedge single stock risk as well as to generate income in single stock portfolios. Prior to Robertson Stephens, Keith worked at Wells Fargo Advisors as a financial advisor since 2013. In 2019, he was recognized as a Premier Advisor, a distinction reserved for a select group of financial advisors at Wells Fargo Advisors. Previously, Keith was a Director at Deutsche Bank, where he provided wealth, estate and retirement planning services for high-net-worth individuals, and a Vice President at Neuberger Berman. Keith graduated from the University of Arizona with a bachelor’s degree in Political Science and Economics. Away from the office, he enjoys running and traveling. Keith is a resident of San Francisco and enjoys all that the Bay Area has to offer. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Website: https://rscapital.com/team/keith-larkin/
The CFO At PagerDuty (Ticker: PD) Shared Timeless Advice...
Guest: Howard Wilson, Chief Financial Officer at PagerDuty (Ticker: PD)
Howard Wilson is the Chief Financial Officer at PagerDuty, where he leads the company's internal and strategic execution. In his role, he builds and directs the finance organization to support PagerDuty's growth and scaling. Before becoming CFO, he served as PagerDuty's Chief Commercial Officer, leading efforts to empower decision-making and provide ongoing customer value from the PagerDuty Operations Cloud. Howard brings more than 20 years of experience in software, services, and operational management to his role.
Before joining PagerDuty, Howard oversaw the SaaS business at Dynatrace, the leader in Application Performance Management. He was previously the Chief Operating Officer at Keynote Systems, where he managed all customer-facing operations. Howard also served as Senior Vice President of Field Operations at Ventyx, where he oversaw various functions, including business planning, sales operations, and recurring revenue operations. Prior to Ventyx, he spent 14 years in various senior leadership roles at Oracle. Howard holds a bachelor’s degree in information systems and psychology from the University of South Africa.
Dakota Gold CEO Shared Timeless Advice With The SMC Audience
Mr. Jonathan Awde serves as President, Chief Executive Officer, and a Director of Dakota Gold. (Ticker: $DC) Bio: Jonathan Awde Mr. Awde serves as President, Chief Executive Officer and a Director of Dakota Gold. Previously, he served as co-founder, Director and Chief Executive and President of Gold Standard Ventures Corp. As CEO/President/Director, from July 2010 through December 2020, Awde oversaw all corporate development, asset acquisition, joint ventures, capital raising and the procurement of capital for the development of Gold Standard Ventures Corp.’s assets. Awde spent the last 15 years raising financing for various junior resource companies, focusing on institutional accounts, high net worth and family offices, and has raised more than $600 million for public and private companies in the natural resources sector during this period. Mr. Awde holds a Bachelor of Arts in Economics & Finance from Acadia University.
$GNPX Cancer Fighting Biotech CEO Shares Timeless Advice With The SMC Audience
Rodney Varner Genprex Chairman, President & CEO shared timeless advice with the SmartMoneyCircle.com audience. Bio: Rodney Varner is a co-founder of Genprex and has served as President, Chief Executive Officer and Secretary, and as Chairman of its board of directors since August 2012. Mr. Varner served as a partner of the law firm Wilson & Varner, LLP, since 1991. Mr. Varner has more than thirty-five years of legal experience with large and small law firms and as outside general counsel of a Nasdaq-listed company. Mr. Varner has represented for-profit and non-profit companies at the board of directors or senior management levels in a wide variety of contractual, business, tax, and securities matters, including technology transfers, licensing, collaboration and research agreements, clinical trial contracts, pharmaceutical and biologics manufacturing and process development contracts, state and federal grants, including NIH and SBA grants, corporate governance and fiduciary issues, and real estate matters. Mr. Varner served as counsel in company formation, mergers and acquisitions, capital raising, other business transactions, protection of trade secrets and other intellectual property, real estate, and business litigation. Mr. Varner is a member of the State Bar of Texas and has been admitted to practice before the United States Court of Appeals for the Fifth Circuit and the United States Tax Court. He has been a registered securities representative and founder of a company that is a licensed securities broker-dealer. Mr. Varner received his BBA, with high honors, from Texas A&M University and his J.D. from The University of Texas School of Law. Website: https://www.genprex.com/
Investing For Women - $280 Million Money Manager Shares Timeless Advice
Loreen Gilbert, CEO, of Wealthwise Financial Services With $280M AUM
Loreen Gilbert is an experienced wealth manager who has spent more than three decades creating comprehensive wealth strategies for her clients. Upon graduating from the University of Texas at Austin with a degree in Business Administration, she launched her career at Fidelity Investments where she assisted clients with investment management services. Gilbert then worked for a private company selling retirement plans to municipalities and their employees. She has been in private practice as a wealth manager since 1997, and is the founder and CEO of WealthWise Financial Services, which offers securities and investment advisory services to individuals, business owners and corporations through her affiliation as a registered principal with LPL Financial.
Loreen has many accolades under her belt including, Forbes Top Women Wealth Advisors Best-In-State list, Forbes Top 1000 Female Advisor list and the Forbes Best-In-State Wealth Advisors. She has also been covered by CNBC, Bloomberg, Fox, TD Ameritrade, BBC, Cheddar, US News & World Report, USA Today, Investor’s Business Daily, Yahoo! Finance, Money Magazine, Reuters, Financial Advisor Magazine, Plan Sponsor Magazine and WealthManagement.com. She also hosts on-air segments for KX FM in Laguna Beach, California, to educate listeners on financial matters.
CEO Of A Biotech Company Fighting The FLU, Covid-19, & Other Viral Diseases
Jim Martin, Co-CEO and CFO of Cocrystal Pharma $COCP
Mr. James Martin has over 25 years of finance and management experience including providing financial leadership to commercial-stage, publicly traded health science companies.
Prior to Cocrystal, Mr. Martin served as the Chief Financial Officer of Motus GI (Nasdaq: MOTS), a medical device company. From September 2014 to November 2016 he served as the Chief Financial Officer of VBI Vaccines, Inc. (formerly SciVac Therapeutics, Inc.) (Nasdaq: VBIV), a pharmaceutical development and manufacturing company. From April 2014 to September 2015, Mr. Martin served as Chief Financial Officer of Vapor Corp, Inc. (Nasdaq: VPCO), a vaporizer retail and wholesale company. From January 2011 to October 2013.
Mr. Martin served as Chief Financial Officer of SafeStitch prior to its merger with TransEnterix, Inc. (NYSE: TRXC). Mr. Martin also serves as the Chief Financial Officer of Non-Invasive Monitoring Systems, Inc. (OTC Pink: NIMU), a company marketing non-invasive medical devices. Mr. Martin holds an undergraduate degree in business administration and an MBA from Barry University in Miami. He is a Certified Public Accountant.
Successful Investing Lessons For Women From The CEO & CIO of a $1.2B Firm. Her ETF $TGLR
Nancy Tengler is the Chief Executive Officer and Chief
Investment Officer of Laffer Tengler Investments with $1.2 billion in assets under management.
Website: link https://laffertengler.com/
Nancy Tengler is the Chief Executive Officer and Chief Investment Officer of Laffer Tengler Investments. Nancy is responsible for active equity management research and portfolio management as well as leading the firm.
Prior to joining Laffer Tengler, Nancy had a distinguished investment management career in several senior leadership roles. Most recently, she served as Chief Investment Officer at Heartland Financial where she was also a Director of Arizona Bank & Trust. Nancy has also served as President, Chief Executive Officer and Chief Investment Officer of Fremont Investment Advisors in San Francisco. Prior to that, she founded Global Alliance Value Investors. She also worked for UBS Asset Management as Head of the Value Equities Group and with Spare, Tengler, Kaplan and Bischel, Ltd. as President and Senior Portfolio Manager.
Tengler is a committed advocate of financial literacy for women as the leader of Laffer Tengler’s Women & Wealth https://laffertengler.com/women-and-wealth initiative, which encourages and informs women on how to take charge of their own financial and investment planning.
The second edition of her book, “The Women’s Guide to Successful Investing” will be out later this year.
As one of the most dynamic women in the investment management industry today, Nancy is a sought-after TV and print financial commentator on local and national media outlets.
Timeless Advice From RCI Hospitality Holdings $RICK Chairman & CEO
Eric Langan RCI Hospitality Holdings Inc. $RICK
Chairman of the Board / Director / Chief Executive Officer / President
Officer since 1998
Director since 1998
Eric S. Langan has been a Director since 1998, and our President, CEO and Chairman since 1999. He began his career in the hospitality industry in 1989 and has developed significant expertise in sports bar/restaurants and adult entertainment nightclubs, including related areas of real estate development and finance. Mr. Langan built the XTC Cabaret nightclub brand and merged it into RCI in 1998, expanding the scope of the company. He has been instrumental in bringing professional marketing, management, finance, and technology practices and systems to the gentlemen’s club industry. As one of the original founders of the National Association of Club Executives (ACE), Mr. Langan has been an active member of its Board of Directors since 1999.
Timeless Lessons From The Founder & CEO of One Of The Fastest Growing Insurance Stocks In The Market $KNSL
Learn Timeless Lessons From The Founder & CEO of One Of The Fastest Growing Insurance Stocks In The Market $KNSL
Michael P. KehoeFounder and Chief Executive OfficerKinsale Capital Group Inc.
Stock Symbol: $KNSL
Bio Michael Kehoe is the Founder and Chief Executive Officer of Kinsale Capital Group Inc. Kinsale, which began operations in March 2010, writes specialty commercial insurance in 50 states and the District of Columbia. The company is rated A (Excellent) X by AM Best Company. Kinsale is headquartered in Richmond Virginia.Prior to starting Kinsale, Mr. Kehoe was Chief Executive Officer of James River Insurance Company from its founding as a development stage company back in November 2002 until March 2008. Mr. Kehoe earned a B.A. in Economics from Hampden-Sydney College and a Juris Doctor from the University of Richmond School of Law.
Autonomous Driving For Industrial Vehicles CEO Shared Timeless Advice With The Audience. Cyngn (CYN)
Autonomous Driving For Commercial and Industrial Vehicles CEO Shared Timeless Advice With The Audience.
Company = Cyngn Stock
Bio: Lior Tal has served as CEO of Cyngn’s (Nasdaq: CYN) CEO and a Chairman since 2016. Prior to joining, Lior was the director of international growth and partnerships at Facebook for five years. He also has previous executive experience as cofounder of Snaptu, which was later acquired by Facebook. Here, he helped grow the user base from launch to tens of millions of users over a two-year period. Prior, Lior was a partner at Barzam, Tal, Lerer Attorneys at law & Patent attorneys for three years, and further held leadership roles at Actimize (acquired by NICE), DiskSites (acquired by EMC), and Odigo (acquired by Comverse).
How To Monetize Online Video Games - Timeless Advice From Andrew Pascal, Founder, Chairman, & CEO of Play Studios (Nasdaq: $MYPS)
Andrew Pascal serves as Founder, Chairman, and Chief Executive Officer of PLAYSTUDIOS (Nasdaq: $MYPS), a developer of award-winning, free-to-play casual games for mobile and social platforms. Mr. Pascal formed PLAYSTUDIOS in 2011, positioning the brand to be at the forefront of the then-nascent mobile gaming industry. Mr. Pascal’s achievements and forward-thinking insight allowed PLAYSTUDIOS to garner early support from gaming giants MGM Resorts International and Activision Blizzard, among others. Under his leadership, the company grew its portfolio of game offerings and real-world rewards while simultaneously embarking on a global expansion, opening offices and design studios in Burlingame, California; Las Vegas, Nevada; Austin, Texas; Hong Kong; and Tel Aviv, Israel. Through its first decade, Mr. Pascal conceived and led the development of playAWARDS, a groundbreaking loyalty marketing platform that is key to the company’s growth and retention strategy. Following nearly 10 years of successful growth across its mobile and social gaming apps, Mr. Pascal led the company’s transition to a publicly traded enterprise (MYPS) in 2021. The transaction valued PLAYSTUDIOS in excess of $1 billion. Mr. Pascal remains in the Chief Executive Officer role, along with his founder-led management team. In 2021, PLAYSTUDIOS was honored to win the exclusive rights to develop Tetris in the mobile gaming space. Tetris is ranked the number 1 game in the history of gaming. In 2022, Mr. Pascal led the acquisition of Brainium Studio for $70 million. The acquisition adds a rich suite of popular casual games, such as Solitaire, Spider Solitaire, Sudoku, and Mahjong, to PLAYSTUDIOS’ portfolio of industry-leading casino style social games. Prior to founding PLAYTUDIOS, Mr. Pascal was widely recognized for his stewardship of Wynn Las Vegas and Encore Las Vegas, the flagship luxury casino resort properties owned by Wynn Resorts, Ltd. Having joined the company during its start-up phase in 2003, Mr. Pascal served as Senior Vice President of Product Marketing and Development, ultimately ascending to the roles of President and Chief Operating Officer in 2005. Throughout Mr. Pascal’s tenure, Wynn Las Vegas garnered multiple awards from the world’s leading hospitality guides, including the coveted five Red Pavilions from Michelin, five Diamonds from AAA, and five Stars from Forbes (formerly Mobil Travel). In 2008, Mr. Pascal led the development and launch of Wynn Las Vegas’ sister property, Encore Las Vegas. Together, the two resorts are recognized as the world’s seventh-largest hotel, with 13,000 employees, 4,750 rooms, and a number of award-winning gaming, entertainment, retail and convention offerings. Under Mr. Pascal’s leadership, Wynn Resorts achieved record performance while also making Las Vegas history, garnering Forbes five-star ratings in the hotel, restaurant, and spa categories simultaneously. From 2001 to 2003, Mr. Pascal served as President and Chief Operating Officer of WagerWorks, a company he founded as a casino solutions and content supplier for many of the world’s largest gaming and media brands, including Sky, Virgin Group, SONY, MGM Mirage (now MGM Resorts International), Pearson Television, Action Gaming, and WMS Gaming. Following Mr. Pascal’s departure, WagerWorks was acquired by International Game Technology (IGT). Mr. Pascal achieved early entrepreneurial success in 1994 with the formation of Silicon Gaming. Backed by Kleiner Perkins and Benchmark Capital, the startup focused on reinventing the slot machine experience for an evolving generation of gaming consumers. The company’s groundbreaking product, the Odyssey, is credited with establishing the casino industry’s current digital slot machine paradigm. Silicon Gaming went public in 1996 and launched its celebrated Odyssey product suite that same year. Mr. Pascal sold Silicon Gaming to International Game Technology in 2001. Website: PlayStudios.com
The Power Of Relationships - How To Lead From Within. Ann Hand, Chair & CEO of Super League $SLGG
Ann Hand, Chair and CEO
Super League [Nasdaq: SLGG]
Ann Hand, Chair and CEO
Super League [Nasdaq: SLGG]
For nearly 30 years, Ann Hand has served as a market-facing executive across several industries, including gaming, sustainability and consumer retail. She has a proven track record in brand creation and turn-around at the intersection of social impact with consumer trends and technology. At her core, Ann is a retailer, operator, and builder of enduring strategic partnerships, brands and cultures.
A truly dynamic leader and an industry game changer, Ann is one of the only female CEOs of a publicly traded gaming company. She currently serves as Chair and CEO of Super League, a global leader in building immersive entertainment experiences, mostly in the gaming metaverse on platforms like Roblox and Minecraft. Through Ann’s visionary guidance, the company has seen record audience engagement and revenue growth, and she single-handedly navigated Super League through the pandemic, driving significant revenue in the new digital age. Having supported over 100 brands in just the last year alone, including Paramount, Mattel, Chipotle, Loreal and more, Super League engaged the company’s vast network of game developers and creators to build unique immersive experiences for dozens of high profile partners, reaching over 120 million unique players a month. This, coupled with Super League’s proprietary immersive media that delivers material campaign results and brand lift, Super League helps brands and partners create more phygital connections in this brave new digital world. In her tenure at Super League, Ann has become a preeminent expert in connecting with this new, immense global audience - and creating a more intuitive, blended version of one’s digital and real life.
Previous to Super League, Ann served as CEO of Project Frog from 2009 through 2014, a venture-backed firm whose mission is to democratize healthy, inspired buildings that are better, faster, greener, and more affordable than traditional alternatives. From 1998 through 2008, Ann served in a variety of senior executive positions with BP plc, including most notably Senior Vice President, Global Brand Marketing & Innovation from 2005 to 2008 overseeing the entire brand portfolio of B2C and B2B brands including BP, Arco, am/pm and Aral. Prior to that, she ran the Global Liquefied Gas Business Unit with $3 billion in annual revenue and over 3000 employees worldwide.
Throughout her career, Ann has garnered industry recognition, including being named to AdAge’s Leading Women of 2022 list, as well as the soon-to-be-announced The List, a select group of marketing, advertising and media leaders assembled by Ad Age in partnership with Meta. In addition, she has been honored as one of the 100 Most Intriguing Entrepreneurs by Goldman Sachs, Top 10 Most Powerful Women Entrepreneurs by Fortune, 100 Most Creative People by Fast Company, 40 under 40 by Advertising Age, along with Grand Clios and Cannes Lions awards for her work on several integrated marketing campaigns for a variety of employers.
Ann earned a BA in Economics from DePauw University and a MBA from Northwestern’s Kellogg School of Management, along with executive education at Cambridge, Harvard and Stanford Universities. Having spent a significant part of her career abroad in China and the UK she holds a dual US/UK citizenship, but is a proud Midwesterner at heart.
Risk Most Be Managed, Not Avoided - CEO Flushing Bank $FFIC
John Buran is President and Chief Executive Officer of Flushing Financial
Corporation and Flushing Bank ($FFIC).
He joined the Bank as Chief Operating Officer in 2001 and has served on the Board of Directors since 2003. During his tenure as President and CEO, Flushing Bank has grown from $2 billion in 2005 to over $8 billion in total assets. John’s banking career began in 1977 at Citibank where he held a variety of senior management positions.
John is Chairman of the Board of the Federal Home Loan Bank
of New York, a position he has held since 2018. He has been a Director
there since 2010. He is past Chairman and current Board member of the
New York Bankers Association. He is a former member of the Community
Depository Institutions Advisory Council of The Federal Reserve Bank of
New York where he served six years. John is also a former member of the
Nassau County Interim Finance Authority where he served eight years.
Mr. Buran has devoted his time to a variety of charitable and not-for-profit
organizations. He has been a Board member of the Long Island
Association, both the Nassau and Suffolk County Boy Scouts, EAC, Long
Island University, the Long Island Philharmonic and Channel 21.
He was the fundraising Chairman for the Suffolk County Vietnam Veteran’s War Memorial in Farmingville, New York and has been recipient of the Boy
Scouts’ Chief Scout Citizen Award. His work in the community has been
recognized by the Family and Children’s Association, and the Gurwin
Jewish Geriatric Center. He was also a recipient of the Long Island
Association’s SBA Small Business Advocate Award. Mr. Buran was
honored twice with St. Joseph’s College’s Distinguished Service Award.
Mr. Buran also serves on the Advisory Board and is a former Board
President of Neighborhood Housing Services of New York City. He is a
Board member of The Korean American Youth Foundation and serves on
the Board of the Long Island Conservatory. He was recently presented
with an honorary Doctorate of Humane Letters from St. Francis College of
Brooklyn and was the recipient of the Catholic Charities Gold Medal Award
in 2019. He holds a B.S. in Management and an M.B.A., both from New
Timeless Advice From Thomas Samuelson, CFA, CMT, CIO, Of Vineyard Global Advisors Over $500M AUM
Timeless advice from Thomas Samuelson, CFA, CMT, Chief Investment Officer, of Vineyard Global Advisors, with over $500M AUM.
Tom Samuelson is the chief architect behind Vineyard Global Advisors’ innovative investment approach, which provides clients a means to participate in market growth while offering a framework of protection during significant market declines.
He is a firm believer that investment risk comes hand-in-hand with investment opportunity. The firm’s dynamic risk management process adjusts the level of investment risk exposure to what may be more appropriate within the prevailing economic environment. Simply put, this dynamic risk management process seeks portfolios that tend to experience “lower highs,” but more
importantly, “higher lows,” thereby better keeping clients on track toward meeting their personal financial goals.
Tom is currently one of just 269 investment professionals worldwide who have earned both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.
Prior to co-founding Vineyard Global Advisors, he served as Managing Director, Chief Investment Officer & Senior Portfolio Manager for First Allied Asset Management. In that role, Tom was responsible for managing $1.3 billion in AUM.
Additionally, Tom has previously managed funds for the University of Notre Dame’s endowment, O’Connor &; Associates/Swiss Bank and was lead Portfolio Manager of Invesco’s energy mutual fund, where he improved performance and oversaw asset growth from $50 million to over $330 million.
He began his investment career in Chicago as an equity and high-yield bond analyst for Duff & Phelps, where he became a partner of the firm.
Tom received his Bachelor of Science in Engineering and MBA from the University of Tulsa.
$1.4B ETF Strategist Shared Timeless Advice With The Audience
John Davi, Founder, CEO, & CIO of Astoria Advisors with approximately $1.4 billion in AUM shared timeless lessons with the audience.
John is an award-winning research strategist and has over 20 years of experience spanning across Macro ETF Strategy, Quantitative Research, and Portfolio Construction. Before starting Astoria, he was the head of Morgan Stanley's Institutional ETF Content and advised many of the world's largest hedge funds and asset managers on ETF portfolio construction. John published hundreds of reports in his research career across a variety of topics from ETFs, indices, futures, and structured products.
Learn more on:
Timeless Lessons From One Of The Fastest Growing Fintech Social Media Companies - Wolf Financial
Timeless Lessons From One Of The Fastest Growing Fintech Social Media Companies - Wolf.Financial.
Gav Blaxberg is the CEO of WOLF Financial, a financial media brand dedicated to providing daily live audio education to 200,000+ stock market, crypto, and real estate investors. With a professional background in PWM at Goldman Sachs and PE at Versa, this dynamic speaker engages his audience in high-energy conversations, featuring accomplished speakers worldwide as the hallmarks of WOLF’s daily Twitter Spaces.
Gav hosts Twitter Spaces and works with companies in the finance space like prop trading firms, ETF providers, charting firms, etc.
Full details can be found here: https://t.co/3JvZzTsjL1
Build-A-Bear CEO & CFO Discuss Their Vision & Growth Plans For 2023 & Beyond! NYSE: $BBW
Build-A-Bear CEO & CFO Discuss Their Vision & Growth Plans For 2023 & Beyond! NYSE: $BBW Website: https://www.buildabear.com/ Guests: CEO: Sharon Price John has been President and Chief Executive Officer of Build-A-Bear Workshop, Inc. (NYSE:BBW) CFO: Voin Todorovic Chief Financial Officer at Build-A-Bear Workshop Sharon's Bio: Sharon Price John has been President and Chief Executive Officer of Build-A-Bear Workshop, Inc. (NYSE:BBW) since 2013. Since then, she has led the company through a financial turnaround while refreshing and expanding the beloved brand in addition to repositioning and evolving the company for future success via a multi-dimensional diversification strategy and a systematic digital transformation designed to drive profitable growth. At the St. Louis headquarters of Build-A-Bear Workshop or when visiting stores around the globe, she encourages and challenges the team in a uniquely engaging way. Sharon takes the time to share the full story and strategy, answers questions, and works with the organization in a candid manner as she focuses on delivering the corporate mission of “adding a little more heart to life” to associates and consumers alike, even as she successfully guided the decades old company through a number of external disruptions from “the mall apocalypse” to the global COVID pandemic.
Sharon speaks to her leadership evolution and philosophy and provides highlight some of the twists and turns of her journey at Build-A-Bear in her book called “Stories & Heart” from ForbesBooks.
She also took this candid approach directly to the team in the field on “Undercover Boss” on the premier episode of the 2016/17 season. With decades of experience in marketing, product development and change management, Sharon has worked on a variety of brands and businesses, including tenure at companies including Hasbro, Mattel, Wolverine World Wide (WWW) and DDB Needham Worldwide, where she established a strong track record of success. Before taking the helm at Build-A-Bear Workshop, Sharon was President of the Stride Rite Children's Group LLC. (SRCG), a division of WWW, where she led all functions of the SRCG—including product creation, wholesale sales, marketing, planning and distribution. She wore many hats while directing operations, retail merchandising and international franchising for more than 350 Stride Rite stores.
Learn more about Sharon here: https://www.buildabear.com/brand-about-story-sharon-price-john.html Voin Todorovic Chief Financial Officer Voin Todorovic, 48, joined Build-A-Bear Workshop in September 2014 as Chief Financial Officer. Prior to joining the Company, Mr. Todorovic was employed at Wolverine Worldwide, Inc., a leading global footwear and apparel company, where since September 2013 Mr. Todorovic served as the head of finance and operations for its Lifestyle Group, which includes a portfolio of iconic brands such as Sperry Top-Sider®, Hush Puppies®, Keds®, and Stride Rite®. From 2011 to 2013 Mr. Todorovic was Vice President—Finance and Administration of the Stride Rite Children’s Group business, operating in wholesale, direct to consumer and international franchising, and from 2010 to 2011 Mr. Todorovic was Vice President of the Performance + Lifestyle Group. Prior to his tenure at Wolverine World Wide he held positions of increasing responsibility at Collective Brands, Inc. and Payless ShoeSource. Learn more Website: https://ir.buildabear.com/
Cantaloupe ($CTLP) CEO Ravi Venkatesan Shared The Company's Growth Plan With Adam Sarhan
Ravi Venkatesan - Chief Executive Officer Cantaloupe, Inc. $CTLP shared his vision and the company's growth plan going forward.
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 pogram in Finance and Information Management from the Management Development Institute.
About Cantaloupe, Inc.
Cantaloupe, Inc. is a software and payments company that provides end-to-end technology solutions for the self-service economy. Cantaloupe is transforming the self-service retail community by offering one integrated solution for payments processing, logistics, and back-office management. The company’s enterprise-wide platform is designed to increase consumer engagement and sales revenue through digital payments, digital advertising, and customer loyalty programs, while providing retailers with control and visibility over their operations and inventory.
As a result, customers ranging from vending machine companies to operators of micro markets, gas and car charging stations, laundromats, metered parking terminals, kiosks, amusements, and more can run their businesses more proactively, predictably, and competitively.
To learn more about Cantaloupe, Inc., visit: cantaloupe.com
$WBX - Wallbox Co-Founder and CEO, Enric Asuncion, Shares Timeless Advice
Enric is a passionate, results-driven leader who brings more than a decade of experience working in the energy industry to his role as CoFounder and CEO at Wallbox (NYSE:WBX), a global leader of electric vehicle (EV) charging and energy management solutions worldwide.
Enric co-founded Wallbox with Eduard Castaneda in 2015 after realizing there was a huge and crucial gap in the market, home charging. Prior to founding Wallbox, Enric was the Program Manager for Charging Installations at TESLA Motors in Europe (Amsterdam). His main responsibility was ensuring that customers always had the best charging solution to charge at home and at the workplace.
Enric has built Wallbox’s global brand, business and team from the ground up. In 2015, Enric and Eduard designed their first charger, Commander, which would be the first of many state-of-the-art innovations that would propel the company’s overall growth in the EV charging and energy management space. These sleeker, smarter and simpler charging and energy management solutions have become increasingly relevant at a time when consumers, enterprises and governments are realizing that the new reality for mobility is electric.
Under Enric’s leadership, Wallbox has achieved many operational and product milestones. In 2021, the company became the first Spanish tech company to be listed on the New York Stock Exchange. Wallbox has grown to over 1,250 employees in Europe, APAC and the Americas and has products available in over 113 countries. Enric has been instrumental in forging key partnerships that have made a huge impact on the company’s growth including Nissan, Uber, Fisker, Polaris, Best Buy, NAPA Auto Parts, Iberdrola, SunPower and more. The company opened its first North American manufacturing facility in Texas in late 2022.
Wallbox has accomplished so much under Enric’s leadership and has grown from a home EV charging company into a global leader in EV charging that develops state of the art technology for home, business and public charging as well as the energy management solutions that allow users to live more sustainably. Wallbox debuted Quasar 2 at CES 2022, the second generation of the world’s first bidirectional charger for the home. This capstone achievement resulted in “Best of CES” in major news outlets. Wallbox’s future global growth will continue to be driven through product innovation in both hardware and software. The company also recently announced Supernova 180, its DC hyper-fast-charger that will begin shipping in Q4 of this year.
Enric has done an outstanding job maintaining a culture based on commitment, excellence, innovation, passion and self-demand. He has made sustainability a global priority and showed Wallbox’s commitment by announcing its goal to achieve Net Zero greenhouse gas emissions across its global footprint by 2030.
$600M Chief Investment Officer - Shares Timeless Advice With The Audience - Michael Ashely Schulman CFA Partner & CIO At Running Point Capital Advisors
MICHAEL ASHLEY SCHULMAN, CFA
Partner & Chief Investment Officer
Running Point Capital Advisors
As chief investment officer and a founding partner of Running Point Capital Advisors, Michael Ashley Schulman is responsible for Running Point’s global macro outlook, research, investment strategies, PPLI & PPVA management, asset allocation, and impact and social assessments across public and private investments.
Michael has over 20 years of institutional and high-net-worth portfolio management, research, trading, and asset allocation experience across all asset classes. He has built quantitative and fundamental systems, modelled collateralized debt obligations, and managed a fixed-income arbitrage hedge fund and a multi-strategy fund-of-funds.
He has also effectively consulted for the World Federation of Exchanges in Paris, the Colombian Financial Exchange, and several high-tech firms, and has presented at forums and conferences in California, New York, Malaysia, Argentina, and Spain. In the past year he has been quoted by Reuters, Forbes, Nikkei, Barron’s, CNBC, Investor’s Business Daily, International Business Times, S&P Global, Fox, USA Today, and MarketWatch.
Michael has an MBA from MIT Sloan, a CFA designation, and a BA in Economics from UC Berkeley. Within the community, Michael is a board member of Bridge Funding Global’s Permanent Selection Committee which selects top female emerging managers in venture capital to be matched with investors. Additionally, Michael served on the advisory board of an impact fund and several venture start-ups, and is a past president and board member of the CFA Society of Orange County. In his spare time, he enjoys art and adventure travel, including kayaking the Stockholm archipelago and mountain biking in Mongolia to raise funds for underprivileged Mongolian children.
AUM is above $600MM
JP Chauvet, CEO, Lightspeed (NYSE: LSPD) Shared Timeless Advice On The SmartMoneyCircle.com Show!
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 Can Help Fight Crime: Adam Sarhan Interviewed William Santana Li, CEO, of Knightscope $KSCP
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.
Program Your Mind To Win! Adam Sarhan Interviewed Scott Schmaren, Hypnotherapist and NeuroPerformanceologist, for Timeless Advice
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/
CEO of A $25B Investment Firm, Harvard Law Graduate, & Former NFL Player Shares Timeless Advice
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
Fader Of Mass Consensus - Market Wizard Jason Shapiro With CrowdedMarketReport.com Shares Timeless Advice
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
Digital Asset Hedge Fund Manager - Pranav Kanade at VanEck Digital Assets Alpha Fund
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
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.
$BEEM - Desmond Wheatley President, CEO & Chairman Of The Board of Beam Global
Ticker: BEEM, BEEMW Bio: Mr. Wheatley joined BEAM as a consultant in 2010 when it was Envision Solar, and has served as the Company’s CEO since 2011 and as Chairman of the Board since 2016. He has two decades of senior international management experience in technology systems integration, energy management, communications and renewable energy. He was a founding partner in the international consulting practice Crichton Hill LLC. Prior to Crichton Hill, Wheatley was CEO of iAxis FZ LLC, a Dubai based alternative energy and technology systems integration company. From 2000 to 2007, he held a variety of senior management positions at San Diego based Kratos Defense and Security Solutions, fka Wireless Facilities with the last five years as President of ENS, the largest independent security and energy management systems integrator in the USA. Prior to ENS, Wheatley held senior management positions in the cellular and broadband wireless industries, deploying infrastructure and lobbying in Washington DC on behalf of major wireless service providers. Wheatley has founded, funded and operated four profitable start-up companies and was previously engaged in M&A activities. Wheatley evaluated acquisition opportunities, conducted due diligence and raised commitments of $500M in debt and equity. Beam Global Website: https://beamforall.com/
SMC: Stephen Lee, Principal, Logan Capital Mgmt $3.8B Assets Under Mgmt
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)
SMC Adam Sarhan Interviewed Jason Wilk, Founder & CEO of Dave.com for timeless advice. $DAVE
Guest: Jason Wilk, CEO & Founder of Dave.com Stock Symbol: $DAVE Jason Wilk is the CEO and founder of Dave, one of the fastest-growing and most beloved fintech brands in the U.S. He is a successful serial entrepreneur and has a proven track record of growing companies. Under his leadership, Dave has become a leader in the fintech space, offering innovative financial solutions to millions of customers. Prior to Dave, he returned 280x to investors of his previous startup AllScreen.TV, a technology platform that enabled large media outlets to syndicate content to over 500 publishers, resulting in Marc Cuban investing in Jason again. In 2010, Jason founded WriteyBoard, an international whiteboard and furniture solution for small businesses, where he’s a current advisor. Jason began his career as the founder and CEO of 1DaySports.com, which was acquired in 2008. With expertise in high-growth strategies and building digital companies, AI, and risk management, Jason is a sought-after speaker in the industry. As a 4-time successful serial entrepreneur and the CEO and founder of Dave, Jason Wilk has a wealth of experience in growing companies and navigating the fintech landscape. Dave was the 5th fastest growing company in the US in 2021 and has become one of the most beloved fintech brands, on its journey to level the financial playing field for all. It has nearly 8 million members in just five years and went public a year ago. Website: https://dave.com/
SMC: Adam Sarhan Interviewed Jason Kopcak, CEO, $AAMC - Altisource Asset Mgmt For Timeless Advice
Jason Kopcak is the President, CEO, & Director of $AAMC - Altisource Asset Management. Jason shared some timeless lessons, mistakes, and gave great leadership/life advice with the audience!
Mr. Kopcak brings 25+ years of experience including approximately 13 years on Wall Street with time spent at Morgan Stanley and Nomura. Jason Kopcak is well known as an industry leader on the Street in the whole loan space and in developing the Alternative Lending market. In 2012, he was brought in at Nomura to lead and build out of their whole loan business. Initial focus was on distressed opportunities (non-performing and re-performing). In 2013 at Nomura, he led the alternative lending effort (e.g., transitional residential and commercial real estate, SFR, Non-QM, etc.) to create an institutional market for these products at a time when banks were not participating in these assets. The attractive yields on these assets in a newly developing market quickly became in-demand with money managers, insurance companies, and credit funds. Due to his success in the space, he was recruited by Morgan Stanley in 2018 to help lead the effort to reposition Morgan Stanley in the residential space.
Value Investor Max Wasserman, of Miramar Capital, Shares Timeless Advice With The Audience - $550M AUM
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
SMC: Adam Sarhan Interviewed Ken Van Leeuwen For Timeless Advice
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.
Investing In Vice: Dan Ahrens - MD & Portfolio Manager at AdvisorShares with $1.5B AUM
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
Align Your Faith & Investments - Chris McMahon, President, and CEO of Aquinas Wealth Advisors with $500M AUM.
For over 30 years Chris has advised his clients in the areas of comprehensive financial planning, asset allocation, retirement planning and estate tax management techniques. Chris is an industry resource serving as a consultant and advisor to a multitude of industry professionals, giving clarity in the areas of practice management, client care and comprehensive financial planning.
Chris graduated from Duquesne University in 1986 with a BA in economics. He also earned the ChFC (Chartered Financial Consultant) designation from the American College in Bryn Mawr, Pennsylvania, in May of 1990. In January of 2005, Chris earned the AWMA (Accredited Wealth Management Advisor) designation through the College for Financial Planning in Denver Colorado.
Chris is very involved in his community; he has served as the president of the Duquesne University Alumni Board, the president of St. Bernard’s Roman Catholic Church Parish Council, a board member of Oakland Catholic High School, a member of Mt Lebanon municipal Pension Board, and a board member of the Cystic Fibrosis Foundation of Pittsburgh. Currently, Chris is a member of both the Duquesne University Board of Trustees and Investment Committee. He is also a committee member of the Little Sisters of the Poor, a board member of Mary’s Place Pittsburgh, a board member of Legatus International. Chris also remains active in youth sports in the Mount Lebanon area. Chris and his wife Molly have been married for 25 years and have five children, Kate, Will, Jack, Hugh, and Emma.
David Jemmett, CEO, Cerberus Sentinel ($CSIO)
David Jemmett, CEO, Cerberus Sentinel ($CSIO)
Smart Money Circle: Adam Sarhan Interviewed David Jemmett, Chief Executive Officer at Cerberus Sentinel $CISO. David Jemmett has more than 35 years of executive management and technology experience with telecommunications, managed services, and Cybersecurity consulting services. Mr. Jemmett presently serves as the CEO and founder of Cerberus Cyber Sentinel Corporation. Mr. Jemmett has specialized expertise in Cybersecurity, healthcare, Compliance, and governmental regulations, and has been intimately involved in designing, building, re-vamping, and/or managing networks and data centers worldwide.
Website |Corporate Deck | NASDAQ:CISO
SMC Interview: Dr. TJ Jiang CEO and Co-Founder AvePoint $AVPT
Dr. Tianyi Jiang (TJ) CEO and Co-Founder AvePoint in 2001 and has served as the organization's Chief Executive Officer since 2005. Today, TJ is responsible for overall strategy and direction of AvePoint which includes product innovation, investor relations and business development. He is focused on delivering value to customers, partners, shareholders and to the AvePoint team, every day. A recipient of Ernst & Young’s Entrepreneur of the Year award in New Jersey in 2010, TJ received both B.S. and Masters in Electrical and Computer Engineering from Cornell University, and a Master of Philosophy and PhD in Data Mining from Department of Information Systems, Operations Management, and Statistics, Stern School of Business, New York University.
SMC: Adam Sarhan Interviewed Cantaloupe ($CTLP) CEO Ravi Venkatesan For Timeless Advice
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.
SMC - Adam Sarhan Interviewed Steven Orr (A.K.A. Big Beat) shares timeless lessons he's learned since he began trading in the early 1990's
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 DeYoe, Sr VP @ EP Wealth Advisors w $15.1B AUM & Mindful Money Founder
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.
SMC: Adam Sarhan Interviewed David Peters ~$400M AUM
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
SMC: Adam Sarhan Interviewed Author Of Why Does The Stock Market Go Up? Brian Feroldi
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
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/
Smart Money Circle Interview: Mark Adams, President and CEO of SGH Corp ($SGH)
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).
Smart Money Circle: Adam Sarhan Interviewed Scott St. Clair From Investor's Business Daily
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
SMC: Adam Sarhan Interviewed OptionsAI.com Co-Founder CC Lagator For Timeless Advice
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.
SMC: Adam Sarhan Interviewed Anders Gustafsson, CEO, of Zebra Technologies $ZBRA
Anders Gustafsson, CEO Zebra Technologies. $ZBRA shared timeless business, life, and leadership advice in this SmartMoneyCircle.com Episode! Find out Anders 4 R's, get timeless leadership advice, learn how he handles adversity and so much more.
Anders Gustafsson became chief executive officer and a director of Zebra Technologies on September 4, 2007. Prior to joining Zebra, Mr. Gustafsson served as CEO of Spirent Communications plc, a publicly traded telecommunications company. At Spirent, Mr. Gustafsson redirected that company's growth strategy, divested non-core operations, integrated historic acquisitions and streamlined the organization to realize significant cost savings. Prior to Spirent, he was senior executive vice president, global business operations, of Tellabs, Inc. While at Tellabs, Mr. Gustafsson also served as president, Tellabs International, as well as president, global sales, and vice president and general manager, Europe, Middle East and Africa. Earlier in his career, he held executive positions with Motorola and Network Equipment Technologies. Mr. Gustafsson holds a master’s degree in business administration from the Harvard Graduate School of Business and a master of science degree in electrical engineering from Chalmers University of Technology in Gothenburg, Sweden. He was a Fulbright Scholar and received numerous fellowships and scholarships for academic excellence. Zebra Technologies (NASDAQ: ZBRA) Website: https://www.zebra.com/us/en.html
Timeless Advice From The CEO of Babylon Inc. ($BBLN)
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.
SMC: Adam Sarhan Interviewed Ben Kohn CEO of Playboy For Timeless Life & Leadership Advice
Julie Kutasov, Portfolio Manager & Senior Research Analyst, at Kayne Anderson Rudnick Investment Management, with $55B AUM
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.
SMC: Adam Sarhan Interviewed Karen McClintock About The Power Of Compounding. ~$4B AUM
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.”