Smart Money Circle

Guest: Howard Wilson, Chief Financial Officer at PagerDuty (Ticker: PD)

Website: https://www.pagerduty.com/

Bio:

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.

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.

Website:

https://dakotagoldcorp.com/

Jim Martin, Co-CEO and CFO of Cocrystal Pharma $COCP

Website: www.cocrystalpharma.com

About Jim:

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.

Nancy Tengler is the Chief Executive Officer and Chief Investment Officer of Laffer Tengler Investments with $1.2 billion in assets under management.
$TGLR

Website: link  https://laffertengler.com/

Bio:
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.

Website link:
 https://laffertengler.com/

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.

Learn More:

https://www.rcihospitality.com

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.

Website: https://www.kinsalecapitalgroup.com/

Autonomous Driving For Commercial and Industrial Vehicles CEO Shared Timeless Advice With The Audience.

Company = Cyngn Stock

Symbol: $CYN

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).

Website: www.cyngn.com

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

Ann Hand, Chair and CEO

Super League [Nasdaq: SLGG]

Bio:

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.

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

York University.

Website: https://www.flushingbank.com/

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.

Website: https://www.vineyardglobaladvisors.com/

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/

6/14/23

Ravi Venkatesan - Chief Executive Officer Cantaloupe, Inc. $CTLP shared his vision and the company's growth plan going forward.

Website:

https://www.cantaloupe.com/

About Ravi:

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

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.

Please share this video with your friends and on your social media.

Please like and subscribe.

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.”