Shows
Smart Money CircleUS United - This CEO Wants to Unite The Country & Created Unity DayGuestAdam Mizel Co-Founder & CEO US UnitedWebsitehttps://www.us-united.org/About US UnitedUS United is a not-for-profit media collective building unity through storytelling, service, and human connection. Co-founded by business leader Adam Mizel and Sheriff Chris Swanson, the organization works to prove that Americans share common values and can bridge divides through community engagement. Programs include the Sheriff Unity Network, Holiday Giving Spectacular, and monthly 30 For US unity conversations. To take the Unity Pledge, visit us-united.org.
2025-12-0228 minSmart Money CircleManaging Tough Client Talks: Lessons from a $20 Billion AUM FirmDescription: In this episode, Johnson Investment Counsel’s managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value — even when the markets get messy.About Chad Maggard, Managing Director of Johnson Investment Counsel:Chad joined Johnson Investment Counsel in 2009 and is a Managing Director within Johnson Family Office Services. He is a shareholder of the firm...
2025-06-1627 minSmart Money CircleDisrupting Children’s Health: Adam Gillman on Raising Healthier KidsGuestAdam Gillman | Co-Founder and President of Hiya Health- Children’s Wellness Company Website:https://hiyahealth.com/ BioAdam Gillman is a seasoned entrepreneur and business executive with a track record of launching and scaling consumer-focused companies. As the Co-Founder and President of Hiya Health, he has built one of the leading children’s wellness brands, revolutionizing the way families approach health with clean, science-backed products, starting with a reimagined children’s vitamin.With deep expert...
2025-05-0122 minSmart Money CircleThis +30-Year Money Manager Tells You How To Use The Stock Market To Fight InflationCraig Kessler CIO Kessler Investment Group $325M A.U.M. Tells You About How He Fights Inflation In Retirement Accounts and Shares Timeless Advice With The Audience.
Website:
https://www.kesslerig.com/
Bio:
Craig Kessler is the President and Chief Investment Officer of Kessler Investment Group, LLC, an independent, SEC-registered investment adviser headquartered in Columbus, Indiana.
He began his investment career in 1992 after graduating from Butler University with a B.A. in Economics. During his time at Butler, he was...
2025-02-0735 min
Investor's Edge with Gary KaltbaumPullback Time? [11.15.2023 w. Adam Sarhan]Investor's Edge: Adam Sarhan filling in for Gary KaltbaumBOOK: Psychological Analysis by Adam Sarhanhttps://www.amazon.com/Psychological-Analysis-Rationally-Markets-Trading/dp/1119282047garyK.com convictionleaders.comThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/3240050/advertisement
2023-11-1540 minSmart Money CircleCantaloupe ($CTLP) CEO Ravi Venkatesan Shared The Company's Growth Plan With Adam Sarhan6/14/23
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...
2023-06-1424 minSmart Money CircleHow AI Can Help Fight Crime: Adam Sarhan Interviewed William Santana Li, CEO, of Knightscope $KSCPHow 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...
2023-05-1756 minSmart Money CircleProgram Your Mind To Win! Adam Sarhan Interviewed Scott Schmaren, Hypnotherapist and NeuroPerformanceologist, for Timeless AdviceScott 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...
2023-05-1143 minSmart Money CircleCEO 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 se...
2023-05-1024 minSmart Money CircleSMC Adam Sarhan Interviewed Jason Wilk, Founder & CEO of Dave.com for timeless advice. $DAVEGuest: 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...
2023-03-2019 minSmart Money CircleSMC: Adam Sarhan Interviewed Jason Kopcak, CEO, $AAMC - Altisource Asset Mgmt For Timeless AdviceJason 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!
BIO
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 opp...
2023-02-2327 minSmart Money CircleSMC: Adam Sarhan Interviewed Ken Van Leeuwen For Timeless AdviceKen 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 $300M in AUM.
As founder and financial advisor, he is responsible for the overall strategic direction of the firm and serves clients, which include corporate executives and nonprofit organizations.
Website: https://www.vanleeuwenco.com
2023-02-1535 minSmart Money CircleDavid Jemmett, CEO, Cerberus Sentinel ($CSIO)David Jemmett, CEO, Cerberus Sentinel ($CSIO)
Smart Money Circle: Adam Sarhan Interviewed David Jemmett, Chief Executive Officer at Cerberus Sentinel $CISO. David Jemmett has more than 35 years of executive management and technology experience with telecommunications, managed services, and Cybersecurity consulting services. Mr. Jemmett presently serves as the CEO and founder of Cerberus Cyber Sentinel Corporation. Mr. Jemmett has specialized expertise in Cybersecurity, healthcare, Compliance, and governmental regulations, and has been intimately involved in designing, building, re-vamping, and/or managing networks and data centers worldwide.
Website |Corporate Deck | NASDAQ:CISO
2022-12-1326 minSmart Money CircleSMC: Adam Sarhan Interviewed Cantaloupe ($CTLP) CEO Ravi Venkatesan For Timeless AdviceCantaloupe ($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...
2022-12-0519 minSmart Money CircleSMC - Adam Sarhan Interviewed Steven Orr (A.K.A. Big Beat) shares timeless lessons he's learned since he began trading in the early 1990'sSteven 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...
2022-11-1429 minSmart Money CircleSMC: Adam Sarhan Interviewed David Peters ~$400M AUMDavid 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...
2022-10-0424 minSmart Money CircleSMC: Adam Sarhan Interviewed Author Of Why Does The Stock Market Go Up? Brian FeroldiBrian 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...
2022-08-2431 minSmart Money CircleSMC: Adam Sarhan Interviewed Market Wizard Tony Saliba Part ISMC: 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 expe...
2022-08-2251 minSmart Money CircleSmart Money Circle: Adam Sarhan Interviewed Scott St. Clair From Investor's Business DailyToday'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 Cali...
2022-08-1042 minSmart Money CircleSMC: Adam Sarhan Interviewed OptionsAI.com Co-Founder CC Lagator For Timeless AdviceThis 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.
2022-07-0753 min
Smart Money CircleSMC: Adam Sarhan Interviewed Anders Gustafsson, CEO, of Zebra Technologies $ZBRAAnders 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.
Bio
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 Sp...
2022-06-3023 minSmart Money CircleSMC: Adam Sarhan Interviewed Ben Kohn CEO of Playboy For Timeless Life & Leadership AdviceBen Kohn, CEO, of Playboy Shares Timeless Life & Leadership Advice with Adam Sarhan on This Episode of SmartMoneyCircle.com Show
About Ben Kohn:
Ben Kohn is responsible for leading PLBY Group’s global growth strategy and execution. He is focused on delivering sustainable, long-term growth and value creation for PLBY Group’s shareholders.
Kohn joined Playboy as Chief Executive Officer in January 2018, after having served as interim CEO of Playboy from May 2016 to December 2017. Kohn has served on Playboy’s Board of Directors since March 2011. From 2004 to December 2018, Kohn served as a Managing Partner at the private equity firm Rizvi Traver...
2022-05-2526 minSmart Money CircleJulie Kutasov, Portfolio Manager & Senior Research Analyst, at Kayne Anderson Rudnick Investment Management, with $55B AUMJulie 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.
2022-05-0522 minSmart Money CircleSMC: Adam Sarhan Interviewed Karen McClintock About The Power Of Compounding. ~$4B AUMThe 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 Fou...
2022-05-0325 minSmart Money CircleSMC: Adam Sarhan Interviewed David Grumhaus President & CIO Duff & Phelps Investment Mgmt Co ~$12BDavid Grumhaus is President and Chief Investment Officer of Duff & Phelps Investment Management Co with $12 billion in assets under management.
Mr. Grumhaus shared timeless lessons, timeless mistakes, and his investment strategy with the audience. David oversees all of the firm’s investment strategies, chairs the firm’s investment meetings, leads the executive committee and directs strategic initiatives and resource planning. Mr. Grumhaus is also a Senior Portfolio Manager for the firm’s Energy Infrastructure strategies.
Mr. Grumhaus has over two decades of experience working in the investment management industry. Prior to joining Duff & Phelps in 2014, Mr. Grumh...
2022-04-2723 minSmart Money CircleSmartMoneyCircle: Adam Sarhan Interviewed David Mazza Head Of R&D & New Product At Direxion 25B AUMSMC Adam Sarhan Interviews Dave Mazza Head Of Product At Direxion 25B AUM. David leads product R&D, strategy and management for the firm. Prior to joining Direxion, he was the Head of ETF Investment Strategy at OppenheimerFunds and led the firm’s ETF Investment Marketing and ETF Specialist Teams. Prior to joining OppenheimerFunds, David led product strategy, positioning, and analysis as a Managing Director and Head of ETF and Mutual Fund Research at State Street Global Advisors (SSGA). Dave is a wealth of knowledge and shares timeless lessons, mistakes, how he handles risk, and designs new products with the...
2022-04-2622 minSmart Money CircleSmart Money Circle: Adam Sarhan Interviews Sharon Price John–President & CEO Build-A-Bear Workshop®Adam Sarhan interviews Sharon Price John – President and CEO Build-A-Bear Workshop® in Q1 2022 for timeless advice on how to live a great life. This episode is packed with timeless advice that just about anyone can benefit from.
2022-04-1242 minSmart Money CircleRusty Wiley is President and CEO at Datasite - a tech firm specializing in M&A.Rusty Wiley is President and Chief Executive Officer at Datasite.
Upon joining the company in 2014, Rusty led the successful transformation of the company from a collection of financial communications and print-related businesses into a leading, global M&A SaaS technology company.
In March 2020, the company re-branded to Datasite. This achievement was the culmination of a journey to streamline operations, upgrade go-to-market capabilities, and launch a market-leading platform backed by world-class product, sales and service teams.
Under Rusty’s stewardship, in 2019 the company completed its most successful year yet with revenue growth exceeding 30%, profit ma...
2022-02-0931 min
The Trader's Mindchat Show091 - Mastering Market and Trading Psychology with Adam SarhanThe market is whipping around and emotions are high! What better time to speak with Adam Sarhan, best selling author of the book 'Psychological Analysis: How to make money, outsmart the market, & join the smart money circle' than now??
We'll discuss FOMO, biases, anchoring, various 'Mental Walls' and so much more!
Contact Adam: Twitter: https://twitter.com/adamsarhanWebsite: https://www.smartmoneycircle.com/
Want to work with me? Join our Elite Program: https://www.marawealth.com/membership/
Connect With Me: • Website: https://marawealth.com
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2022-02-061h 21Smart Money CircleSmart Money Circle: Rob LoCascio, Founder and CEO, of LivePerson ($LPSN)Rob LoCascio, Founder and CEOof Live Person Inc. ($LPSN) and has been its chief executive officer since its inception in 1995, making him one of the longest-standing founding CEOs of a tech company today.
As the inventor of online chat for brands, Rob disrupted the way people communicate with companies around the world, removing the need for 1-800 numbers, long wait times, and endlessly scanning websites for information.
In 2016, Rob again led the company to the forefront of conversational commerce by making it easy for consumers to connect with brands on messaging via platforms including SMS, What...
2022-02-0343 min
Don’t Miss This Thrilling Full Audiobook — Perfect Before Bedtime.Psychological Analysis: How to Make Money, Outsmart the Market, and Join the Smart Money Circle by Adam SarhanPlease visithttps://thebookvoice.com/podcasts/1/audiobook/558834to listen full audiobooks.
Title: Psychological Analysis: How to Make Money, Outsmart the Market, and Join the Smart Money Circle
Author: Adam Sarhan
Narrator: Jonathan Yen
Format: Unabridged Audiobook
Length: 11 hours 12 minutes
Release date: January 25, 2022
Genres: Accounting & Finance
Publisher's Summary:
Conventional wisdom tells us that people are rational and make rational decisions with their money. But that's simply not true considering most people fail to beat the market. Conventional wisdom also tells us that there are two primary ways to approach the market: technical and fundamental analysis. Again, that is not true because if...
2022-01-2511h 12Download Top Full Audiobooks in Business & Economics, Accounting & FinancePsychological Analysis: How to Make Money, Outsmart the Market, and Join the Smart Money Circle by Adam SarhanPlease visithttps://thebookvoice.com/podcasts/1/audiobook/558834to listen full audiobooks.
Title: Psychological Analysis: How to Make Money, Outsmart the Market, and Join the Smart Money Circle
Author: Adam Sarhan
Narrator: Jonathan Yen
Format: Unabridged Audiobook
Length: 11 hours 12 minutes
Release date: January 25, 2022
Genres: Accounting & Finance
Publisher's Summary:
Conventional wisdom tells us that people are rational and make rational decisions with their money. But that's simply not true considering most people fail to beat the market. Conventional wisdom also tells us that there are two primary ways to approach the market: technical and fundamental analysis. Again, that is not true because if...
2022-01-2511h 12Smart Money CircleTimeless Lessons From A Founder Who Sold His Startup For Almost $1 BillionZain is a lifelong entrepreneur who started his first venture when he was just a teenager. He co-founded mobile advertising startup Vungle, which was acquired by Blackstone in 2019 for $780M. Shortly afterward he started Zain Ventures, his family office that boasts a diverse portfolio of real estate investments. He is also currently a partner at Blue Field Capital.
Zain’s success as both a founder and investor has made him a leading authority in the realm of startups and venture capital. He has become a respected voice in real estate as well, and can be heard sharing hi...
2022-01-1943 minSmart Money CircleSMC: Weiss Multi-Strategy Advisers $4B AUM - Edward Olanow, Director of Investment Solutions, & PMSMC: Weiss Muti-Strategy Advisers $4B AUM - Edward Olanow, Director of Investment Solutions, & Portfolio Manager. Weiss was founded in 1978 by Wall Street vet, George Weiss, and they’re known for being a pioneer in the market-neutral space.
Edward joined the firm in 2005 after working as a quant analyst at Anchor Point Asset Management (global macro fund)and before that as a research and quant analyst w/ Citibank Global Asset Management. After spending his first 10 years at Weiss on their Macro strategy, he started structuring new products and is now the PM of their liquid alts mutual fund – their...
2022-01-1114 minSmart Money CircleSmart Money Circle: How To Invest In Section 8 Housing With, CEO, Tom Cruz, Who Owns Over 500 UnitsTom Cruz is the CEO of Section 8 Housing Formula and owns over 500 units. In this interview, Tom shares his story and gives you a blueprint to invest in Section 8 housing. He also tells you what to look for, what to look out for, and how to manage risk.
Here is the link to watch on YouTube: https://youtu.be/w9LuYtLH8Gg
2021-12-1619 minSmart Money CircleThe Future Of Cashless Payments - With Nayax CEO & Chairman Yair NechmadThe Future Of Cashless Payments - With Nayax CEO & Chairman Yair Nechmad. Nayax.com
Yair Nechmad Is The Chairman and CEO of Nayax--- is an award winning, cashless payment and management solution for retailers. We provide a complete solution for every aspect of your business. It is Nayax’s guiding principle to simplify doing business with our customers. We make it easy to install our array of devices, which fit any machine out there. We guide you through our system with multiple tools including our online university, management system wizard, customer success team and webinars. We provide ev...
2021-10-2717 minSmart Money CircleLeo Melamed Talks To Adam Sarhan About His Notable Life & His New Book: Man of the FuturesSmart Money Circle Interview: Leo Melamed Talks About His Books, Answers Questions, And Discusses His Latest Book: Man of the Futures: The Story of Leo Melamed and the Birth of Modern Finance.
In case you do not know, Leo Melamed is the man who literally created stock market, interest rate, and currency futures!
Leo's story is absolutely amazing and he shares some of it with you in this captivating interview with Adam Sarhan. Leo also answers some of your questions and shares some timeless lessons he's learned over the decades about how to win, how to h...
2021-09-3058 minSmart Money Circle$PERI CEO - Learn How Digital Advertising Has Changed The World With Perion CEO Doron GerstelDoron Gerstel joined Perion as CEO in April 2017. Serving as CEO for the last 20 years, he has established an outstanding ability to drive growth in hi-tech companies and competitive markets. In his previous role as CEO of Panaya, Doron led a turnaround to an increase in annual revenue and the company’s acquisition by Infosys. He has also held CEO positions at Nolio, Syneron and Zend Technologies. Doron holds a BS in Economics and Management from the Technion, and an MBA from Tel AvivUniversity. Since May 2018 Doron also serves as a member of the Board of Directors.
2021-09-2222 minSmart Money CircleHow To Diversify Your Portfolio With Preferred Stocks. Today's Guest Jay Hatfield ~$1 Billion In AUMMy guest today is Jay D. Hatfield, CEO, Instructure Capital, and Portfolio Manager of PFFR with approximately $1 billion in assets under management. This is Jay's second time on the show and he shares his current market outlook, how to properly diversify a portfolio, and how to find undervalued preferred stocks. Jay's Bio: Mr. Hatfield has almost three decades of experience in the securities and investment industries. At ICA, he is the portfolio manager of InfraCap MLP ETF (NYSE: AMZA), Virtus InfraCap U.S. Preferred Stock ETF (NYSE: PFFA), InfraCap REIT Preferred ETF (NYSE: PFFR) and a series of hedge fun...
2021-06-2429 minSmart Money CircleSmart Money Circle Interview: Sean McCurry & Paul Carroll Of Pinnacle Family Advisors ~$280M AUMSean McCurry is President of Pinnacle Family Advisors and Co-Portfolio Manager of the Pinnacle Sherman Funds. Sean founded Pinnacle Family Advisors in late 2007. Prior tofounding Pinnacle Family Advisors, Sean worked as a financial advisor with Raymond James Financial Services and also managed his own Raymond James branch office for nearly 10 years. Sean is a 1989 graduate of John Brown University.
Paul Carroll is the Chief Investment Officer for Pinnacle Family Advisors and Portfolio Manager of the Pinnacle Sherman Funds. He joined PFA in November 2008. Paul began his financial services career with Wachovia Securities in early 2000 and moved to Raym...
2021-06-2124 minSmart Money CircleRyan Detrick, CMT, Chief Market Strategist at LPL Financial ~ $1 Trillion in AUMMy guest today is Ryan Detrick, CMT, Chief Market Strategist at LPL Financial With Approximately $1Trillion in assets under management (AUM). LPL has around 18,000 financial advisors and Ryan shares a ton of great timeless information on the show.
2021-05-1137 minSmart Money CircleBob Fehrmann, Fehrmann $11 Billion in AUM, Investing In Growth Stocks Since The 1970'sRobert (BOB) Fehrmann has been investing in growth stocks since the early 1970's. At one point, Bob managed $11 Billion for institutional investors and shares timeless lessons he's learned along the way. Date: 4.27.21
2021-04-2753 minSmart Money CircleSmart Money Circle Interview With Ed Butowsky Managing Partner At Chapwood Investments with $450M AUMEd Butowsky, managing partner of Chapwood Investments, LLC With approximately $450 million in assets undermanagement. Ed has a unique approach at investing and explains his process in today's audience. Ed is able to break down complicated issues so that they are easily understood. Leaving the audience of his appearances with knowledge and direction versus just information has been a hallmark of his appearances for over two decades.
2021-04-1331 minSmart Money CircleTimeless Advice From Sean Feeney, CEO, At USA Technology - Ticker $USATThis is an excellent interview packed with timeless knowledge from USA Technology CEO Sean Feeney.
2021-03-1637 min
The Trader's Mindchat Show021 - How to Find, Own, & Hold BIG LEADING Stocks with special guest ADAM SARHANDo you want to find out how to find and hold Big Leading Stocks for Capital Gain? We recently interviewed market expert and founder of FindLeadingStocks.com, Adam Sarhan. Adam will discuss his 4-step process to choosing the best stocks to trade for optimal profits and will teach you the best kept secrets that top traders utilize when choosing the big leading stocks for their stock portfolio.
Also, as a prelude to the interview, Trader’s Mindchat Show hosts Mike and Melissa Lamothe dive deep into how to take control of your money and how to take th...
2021-01-271h 39Smart Money CircleLance Roberts Tells You The Number 1 Thing To Do To Generate Consistent Returns On Wall Street - $1B AUMMy guest today is Lance Roberts, Chief Investment Officer, of RIA Advisors with approximately $1B in assets under management.
Lance Roberts has an extensive investing background that spans more than 25 years. From private banking and investment management to private and venture capital, Lance has pretty much “been there and done that.” His common sense approach and “real world” examples have appealed to a broad investing audience for two decades.
Lance is the Chief Investment Strategist for RIA Advisors and Lead Editor of the Real Investment Report, a weekly subscriber-based newsletter to over 100,000 people nationwide. The newsletter...
2020-12-1643 minSmart Money CircleTimeless Lessons & Mistakes Investing in Commercial & Industrial Real Estate - $475M FirmMy guest today is Brian C. Adams, President and Founder, of Excelsior Capital, with $475M in assets undermanagement. Brian spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.
He has served on the Board of Sirrom Partners, LP, a...
2020-12-1530 minSmart Money CircleJim O'Shaughnessy’s Four Investing Horsemen & Much More - $4 Billion AUMMy guest today is Jim O'Shaughnessy, Chairman and Co-Chief Investment Officer, at O'Shaughnessy Asset Management with $4 Billion in Assets Under Management (AUM). Jim shares, his story, his investment process, and some timeless lessons he’s learned over his career. Jim also talks about investor psychology and shares his four investing horsemen (and a lot more!). Learn more at: https://OSAM.com/
2020-12-0849 minSmart Money CircleHow To Create A Long-Term Holistic Financial Plan With Nathan Mersereau - $1 Billion Money ManagerMy guest today is Nathan Mersereau, CEO and President, of Planning Alternatives, an independent wealth management firm with over $1 billion in assets under management.
With over 25 years of experience in the financial services industry, Nathan has led Planning Alternatives to industry recognition by winning the Schwab Trailblazer award. Nathan has been a featured panelist at industry conferences and a contributing member of Charles Schwab and Envestnet Tamarac’s advisory boards. He is a member of NAPFA (National Association of Personal Financial Advisors), the community of fiduciary Fee-Only advisors offering holistic, objective financial advice. He has contributed to va...
2020-12-0228 minSmart Money CircleHow Mark Matson Thinks About Money & How He Built An $8.1 Billion FirmMy guest today is Mark Matson, CEO of Matson Money with approximately $8.1 Billion In assets under management. Mark is an American entrepreneur, author, and innovator in the fields of investing science and financial education. He is the creator of educational experiences, platforms, and tools that make Nobel Prize winning investing research accessible to investors and transform their relationship to money. Most notably, he is the creator of The American Dream Experience and the Matson Method. Mark is also founder of $8 billion asset management & investor coaching firm, Matson Money, which provides breakthrough education, tools, and coaching that helps families transform...
2020-12-0240 minSmart Money CircleTimeless Advice From A Living Legend - Mr. Leo Melamed, Chairman Emeritus, At The CME Group...My guest today is Mr. Leo Melamed, Chairman Emeritus, at the CME Group (If you don’t know Leo google him because his story is exceptional!)...
Leo built the CME into what it is today and was the person who literally invented financial futures (Currency Futures, Bond Futures, & Stock Futures)! Leo also helped the CME Group transition into electronic trading - before it was popular. Leo authored countless books, escaped and survived the Holocaust, and is by far one of the nicest, smartest, and kindest people I've ever met! I hope you enjoy this interview!
If...
2020-11-101h 08Smart Money CircleHow A Deep Value Investor Enjoys Capital Appreciation AND Income With Jay Hatfield, CEO, Instructure Capital - $400M in AUMMy guest today is Jay D. Hatfield, CEO, Instructure Capital, with approximately $400M in assets under management. Jay is a deep value investor and shares some timeless advice on how to invest your portfolio for healthy appreciation and enjoy income along the way.
JAY's Bio:
Mr. Hatfield has almost three decades of experience in the securities and investment industries. At ICA, he is the portfolio manager of InfraCap MLP ETF (NYSE: AMZA), Virtus InfraCap U.S. Preferred Stock ETF (NYSE: PFFA), InfraCap REIT Preferred ETF (NYSE: PFFR) and a series of hedge funds. He leads t...
2020-11-0420 minSmart Money CircleThe Art Of Long-Term Investing With Dale Brown Chairman Of A $1.7 Billion FirmMy guest today is Dale Brown, Chairman of the Board, at Salem Investment Counselors with $1.7B AUM. Dale shares a lot of fantastic wisdom in this episode and speaks to the importance of investing for the right reasons. Salem was just ranked the #1 FA in the country by CNBC.
Dale is a graduate of the University of North Carolina School of Business and School of Law where he was a member of Phi Beta Kappa and the Order of the Coif. He became a Certified Public Accountant in 1981 and a member of the North Carolina State Bar in...
2020-10-2839 minSmart Money CircleHow A $20 Billion Firm Allocates CapitalMy guest today is Colin Carter, Managing Director, Tiedemann Advisors with approximately $20 billion in assets under management (AUM).
Colin Carter, Managing Director, Tiedemann Advisors
Colin has direct responsibility for managing client relationships. He works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. He also oversees business operations for the Dallas office.
Colin joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he was responsible for developing, implementing, and maintaining...
2020-10-2717 minSmart Money Circle3 Ways To Think About Your Money & Yourself With Jeff Swett who manages over $900M AUMJeffrey A. Swett, CFP®, CRPC® Managing Director - Wealth Management The Swett Wealth Management Group with ~$900 million in assets under management.
3 Ways To Think About Your Money
-Money you need now
-Money you need in the future
-Money you will give away
2020-07-2822 minSmart Money CircleHow To Negotiate While Investing In Distressed Real Estate With David Blatt - $100 Million Money ManagerDavid Blatt is the CEO of CapStack Partners, an advisor focused on helping real estate clients find debt solutions, including project financing, loan sales & syndications, and loan workouts and restructuring with approximately $100 million under management. Blatt earned a Bachelor’s of Science in Business Management from Yeshiva University, JD from Cardozo School of Law, Executive MBA from Baruch College, and Master's in Negotiation & Dispute Resolution from Pepperdine University School of Law. He is a Registered Investment Advisor and holds Series 24, Series 79, Series 82, Series 7 and Series 63 securities licenses. He is admitted to practice law in New York, New Jersey and Ca...
2020-07-2140 minSmart Money CircleHow To Use Risk and Diversification To Stay Invested With Chuck Self -iSectors $400M AUMChuck Self serves as the Chief Investment Officer (CIO) and the Chief Operating Officer (COO) at iSectors® LLC with approximately $400 million in assets under management. Chuck tells you how to build a diversified portfolio and use risk to stay invested and protect your downside. Chuck shares what he learned from Harry Markowitz and some of the pitfalls to avoid when building a diversified portfolio.
2020-07-0832 minSmart Money CircleHire A Family CFO & How To Create A Financial Action Plan With Eric Kittner Chairman Of Moneta With $25 Billion in Assets Under ManagementHire A Family CFO & Learn How To Create A Financial Action Plan With Eric Kittner, Chairman, Of Moneta With $25 Billion in Assets Under Management. Eric shares timeless advice and reiterates the importance for having a sound financial plan and teaches the importance for creating a Financial Action Plan.
2020-06-2933 minSmart Money CircleTactical Investing 2.0 With Matthew Tuttle – $215M AUMMy guest today is Matthew Tuttle, CEO, Tuttle Tactical Management with approximately $215M in assets under management.
Matt tells you about tactical investing 2.0 and shares some timeless lessons he’s learned along the way.
Matt manages five ETFs:
Trend Aggregation: $TAEQ
Trend Aggregation Aggressive Growth: $TAAG
Trend Aggregation Dividend: $TADS
Trend Aggregation ESG: $TEGS
Tactical Income: $TBND
Learn more at: http://tuttletactical.com/
2020-06-0131 minSmart Money CircleLearn From A $5 Billion Firm That Advises Large Family OfficesMy guest today is Todd Millay, Managing Director, at Choate Investment Advisors with $5 billion in assets under management. The company was founded over 100 years ago in Boston and specializes in providing holistic advice to large family offices. Todd teaches you how to think differently about several important topics from Risk Management to Diversification.
2020-05-1829 minSmart Money CircleChange-Based Investing & Finding Mispriced Stocks With Ken Crawford $2.5B AUMMy guest today is Ken Crawford, Senior Portfolio Manager, at Argent Capital Management with $2.5 billion in assets under management. Ken shares a ton of timeless investment advice with you and tells you how to use Change-Based Investing to find mispriced assets.
2020-05-1238 minSmart Money CircleHow A Stock's Sector & Story Can Help You Become A Better Long-Term Investor With Greg WerlinichMy guest today is third generation investor Greg Werlinich. Greg is the President of Werlinich Asset Management who ended last year with $100M AUM. Greg is a long-term investor and tells you how to analyze sectors and understand a stock's story to become a better long-term investor.
2020-05-1139 minSmart Money CircleHow To Buy Monster Stocks With A CANSLIM Master - Jim RoppelMy guest today is Jim Roppel, Co-Founder GrowthStockMentor.com & Founder of Roppel Capital, with approximately $100M AUM. Jim is a CANSLIM legend and is a master at buying monster stocks. If you want to learn how to buy monster stocks, then you will want to hear this interview and subscribe to GrowthStockMentor.com! Follow Jim on Twitter: @Upticken
2020-04-2150 minSmart Money CircleX's & O's: A Closer Look At The Market With Head Of Research At Nasdaq Dorsey WrightMy guest is Jay Gragnani, Head of Research and Client Engagement with Nasdaq Dorsey Wright.
Jay gives you a technical look at the market and explains how he uses X's and O's and momentum to get an edge on Wall Street.
2020-04-1741 minSmart Money CircleA Portfolio Manager’s Guide To Real Estate Equities At The End Of The CycleMy guest today is Jimmy Z. Wang, CFA, & Vice President, at Global Real Estate Securities with ~$100M in assets under management. Jimmy dives deep in real estate investing, REITs, and tells you some timeless lessons and mistakes he has learned along the way. This is a great episode for anyone who wants to learn about investing in real estate securities.
2020-04-0938 minSmart Money CircleHow To Use Fundamental Analysis & 10Ks To Build A Concentrated Portfolio With Julie Biel - $32 BillionMy guest today is Julie Biel, CFA, Portfolio Manager and Senior Research Analyst, at Kayne Anderson Rudnick with $32 billion in assets under management. Julie tells you how she uses old school fundamental analysis and 10ks to build a concentrated portfolio of great companies.
Find out exactly what she looks for in the 10ks, how she manages risk, and how she finds great businesses to buy.
2020-03-1031 minSmart Money CircleHow To HEDGE Your Portfolio With Brad Lamensdorf Co-Portfolio Manager Of The $HDGE ETFMy guest today is Brad Lamensdorf, CIO of LMTR.com & Co-Portfolio of the HDGE ETF. This is a great interview. Brad shares timeless lessons he's learned about investing, sentiment, shorting, and tells you how you can buy fear and sell greed in any market.
2020-03-0920 minSmart Money CircleThe Riddle Of Money With Julie Johnson McVeigh With Approximately $2 Billion In AUMJulie Johnson McVeigh, CFA Managing Director of Fresh Pond Capital a division of Reynders McVeigh Capital Management, LLC with approximately $2 Billion In Assets Under Management (AUM).
Julie is a long-term socially responsible investor and tells you how to build a portfolio that is both diversified and concentrated.
2020-03-0233 minSmart Money CircleHow To Use Earnings To Beat The Market With John B. Guerard Jr., Ph.D, With Over $4 Billion In AUMMy guest today is John B. Guerard Jr., Ph.D. Director of Quantitative Research, at Mckinley Capital with over $4 Billion in assets under management. John tells you how he uses earnings to find outstanding stocks that generate excess returns.
2020-02-1753 minSmart Money CircleBe Happy & Focus On What You Can Control In The Market With Jim Bruyette - $4.3 billion money managerMy guest today is Jim Bruyette, CPA, CFP, Principal , CEO at Sullivan, Bruyette, Speros & Blayney, LLC with over $4.3 billion in assets under management. Jim started with $0 in assets under management and currently manages $4.3 billion! The timeless lessons you will learn from Jim are priceless. I hope you enjoy the show...
2020-02-1136 minSmart Money CircleLong-Term Value Investing With John Buckingham - The Firm Managers Over $5.5 BillionMy guest today is John Buckingham, Chief Investment Officer, at AFAM, A division of The Kovitz Investment Group with over $5.5 billion in assets under management. John is also the Editor of The Prudent Speculator Newsletter which has been around for over 43 years. John is a long-term value investor and shares some great insight on how you can find undervalued stocks, manage risk, and overcome some common investing mistakes.
2020-02-0642 minSmart Money CircleHow To Live A Full Life With Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in AUMMy guest today is Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in assets under management. Heather helps her clients live a full life by understanding her client's goals and what a full life means to them. Armed with that knowledge, she builds a sound long-term plan. After all that is accomplished, she builds an investment strategy to help them accomplish their goals. Heather is also well versed at helping couples financially navigate a divorce and raise children with healthy values with respect to money. This is a great episode and I ho...
2020-02-0534 minSmart Money Circle5 Timeless Metrics You Can Use To Find Undervalued Stocks With John Suddeth, With $800 AUMMy guest today is John Suddeth, Founding Principal, at Naples Global Advisors with about $800 AUM. John is global fundamental investor and he does an excellent job explaining his process. John also shares 5 timeless metrics you can use to find undervalued stocks in just about any publicly traded market in the world!
2020-02-0338 minSmart Money CircleThe Hunt For Income With Joe Bozoyan, A $5.5 Billion Money ManagerMy guest today is Joe Bozoyan, CFA & Portfolio Manager, at Manulife Investment Management with approximately $5.5B in assets under management. Joe tells you how to find income and gives you timeless lessons he's learned along the way...
2020-01-2224 minSmart Money CircleLessons & Mistakes From The Greatest Investors In History With Justin Carbonneau Who’s Firm Has Managed Up To $1 BillionMy guest today is Justin Carbonneau at Validea Capital Management who’s firm has managed up to $1 Billion in assets under management.
Validea runs strategies from the greatest investors in history.
2020-01-1524 minSmart Money CircleHow This ETF Strategist Manages Assets For RIAs...My guest today is David Clark, President, at Astoria Portfolio Advisors with $320 million in total assets. David tells you how to build a disciplined and balanced portfolio with ETFs.
2020-01-1433 minSmart Money CircleInvest in Businesses, Not Stocks With Justin E. Deutsch, a $250 Million Money ManagerJustin E. Deutsch, Portfolio Manager, at Weybosset Research & Management with $250 million in assets under management. Justin is a long-term value investor that buys businesses, not stocks. He looks for the following criteria and likes buying sound businesses:
Profitable – Earnings are growing
Clean balance sheets – Company has little to no debt
Capable management teams - Invest in good people
ROE and ROC >15%
Lowest cost provider in the space
Strong Brand recognition
Price, Price, Price, Instead of Location, Location, Location
2020-01-0928 minSmart Money CircleThe True Driver Of Returns with Rick Manske, CEO, Parsec Financial with $2.7 billion in AUMMy guest today is Rick Manske, CEO, of Parsec Financial with approximately $2.7 billion in assets under management. He shares a lot of great timeless lessons and tells you the true driver of returns. This is a great interview packed with a lot of timeless advice. Rick also tells you how some people create risk by trying to avoid it and what to do about it.
Rick can be reached at:
ParsecFinancial.com
*Correction, Parsec Financial has $2.7 Billion in AUM at the time of this recording.
2019-12-1143 minSmart Money CircleHow To Find Extreme Dislocations and Generate Unmistakable Alpha With Steve Grey - $1.5 BillionMy guest today is Steven Grey, Manager Principal at Grey Value Management who has helped oversee nearly $1.5 billion over his career. Steve looks for extreme dislocations and shares how he generates Unmistakable Alpha (TM).
Steven Grey
Managing Principal
Grey Value Management
Contact Info:
561-328-9075
steven@greyvm.com
https://www.greyvm.com/
2019-12-0226 minSmart Money CircleHow To Preserve & Grow Your Money With Lauren Rich FineMy guest today is Lauren Rich Fine, CFA & Partner at Gries Financial Partners with $650 million in assets under management. Lauren shares how she preserves and grows her client’s capital with proper asset allocation and incorporating alternative investments.
Lauren’s Contact Information:
Email: lrf@Gries.com
Phone: 216 861-1148
2019-11-2522 minSmart Money CircleHow To Find 5-Star Stocks With Carl H. ScholtzMy guest today is Carl H. Scholtz, CFA who is a Portfolio Manager at Scholtz & Company with approximately $250 million in assets under management. Carl shares his investment strategy and what he has learned from Yale to Wall Street and being a 5th generation investor.
Listen to the show and learn Carl’s criteria for finding 5-star companies!
Website: www.scholtzandco.com
Email: cscholtz@scholtzandco.com
Tel: 203.714.9900
2019-11-2034 minSmart Money CircleHow To Find A Distinct Advantage When Investing With Russ Piazza President & CIO Front Street Capital ManagementToday's guest is Russ Piazza, President & CIO, at Front Street Capital Management with approximately $500 million in assets under management. Russ also manages the Tarkio Fund (Ticker: TARKX). Russ shares some great timeless investing advice from Benjamin Graham, Warren Buffett, and Phil Fisher. Russ tells you what he looks for and shares the best advice he has ever given or received on this show.
Russ also tells you the difference between focusing on what you know and what you don't know. Then, he tells you to, "Never override what you do know with what you don’t know." This...
2019-11-1946 minSmart Money CircleUncommon Cents Investing With Sheena Hanson CFP®My guest today is Sheena Hanson, CFP® and Principle at Uncommon Cents Investing with $210M AUM. Sheena gives you some timeless uncommon cents investing lessons that you don't want to miss.
Sheena can be reached:
Phone: 608-563-2437
Website: www.uncommoncentsinvesting.com
2019-11-1817 minSmart Money CircleThe Value Private Equity Firms Provide With Sean Barrette Partner at L Squared $550MToday's guest is Private Equity Investor and Partner, Sean Barrette, at L Squared with $550 million in assets under management. Today's episode explains why founders sell to private equity firms, the value private equity provides in the market, and how patience is one of the most under-rated assets in any business. Ohh, and Sean will tell you why, "this time is not different."
2019-11-1326 minSmart Money CircleForget R.O.I., Focus on I.O.R. & Informed Simplicity With Ryan KruegerToday's guest is Ryan Krueger, Co-Founder & CEO, of Kruger and Catalano an independent RIA in Houston TX with $400 million in assets under management (AUM). Ryan started in the mail room at one of the biggest investment firms in the country and now has his own firm and shares his remarkable story!
Ryan can be reached at:
Website: https://kc-roi.com/
Here are a few notes from the show:
Ryan's genius is his ability to keep things simple and to plan ahead. In his word's, he uses "Informed Simplicity."
Ryan's Tw...
2019-11-111h 01Smart Money CircleThe Best Piece Of Retirement Advice From Kevin Conard CEO of The Retirement Planning Group With $900 AUMMy guest today is Kevin Conard, CRPC® CEO at The Retirement Planning Group with approximately $900 million in assets under management. Kevin started with $23 million in 2004 and built his firm to $900 million by 2019! Learn how Kevin plays the game, plans for retirement and defines risk differently than his peers.
Kevin can be reached at:
Website: https://www.planningretirements.com/
2019-11-0630 minSmart Money CircleOutside The Box Thinking & Different Ways To Handle Risk With Scott D. Martin, Chief Investment Officer At A $1.6 Billion FirmToday's guest is Scott D. Martin, Chief Investment Officer, at Kingsview Wealth Management with $1.6 billion in assets under management. Scott is a Certified Investment Management Analyst (CIMA®), and is a Fox News Contributor. Scott does a lot of work with cycles, and uses a fundamental, tactical, and macro strategy. Scott addresses many important (and timeless) lessons in this episode.
Scott can be reached on LinkedIn or on the firm's website:
https://www.kingsview.com/
2019-10-3143 minSmart Money CircleA Conversation With One Of The Fastest Growing RIAs On The West CoastMy guest today is Tim Mitrovich, CEO/Chief Investment Officer, at TEN Capital Wealth Advisors in Washington State. Ten Capital is one of the fastest growing RIAs on the West Coast with approximately $450 million in assets under management (AUM).
Contact:
Phone: 509.325.2003
Website: https://www.tencapital.com/
2019-10-3029 minSmart Money CircleSimple Investing With Sean MillerMy guest today is Sean Miller, President, Portfolio Manager, at Miller Asset Solutions. Sean previously managed over $400M in AUM and is here to share some timeless wisdom with you. Sean is a long-term fundamental investor who has a knack for keeping things simple and finding under-valued assets. Learn how he "keeps running" and hunts for new ideas.
Sean's Contact Info:
Phone: 434-825-0000
Email: sean@millerasset.com
Website: http://www.millerasset.com/
2019-10-2951 minSmart Money CircleLearn How A $140 Billion Firm Plays The GameMy guest today is Eric Cadogan, Senior Dealer, at AMP Capital with $140 billion in AUM worldwide. This is a great episode packed with timeless investing advice that you don't want to miss!
Eric Cadogan can be reached via his LinkedIN page.
2019-10-2825 minSmart Money CircleLooking For G.A.R.P. Stocks? Learn How A $450M RIA Finds Growth Stocks That Are Trading At A Reasonable PriceToday's guest, Tim Call, manages $450 million and is the President and Chief Investment Officer at The Capital Management Corporation. Tim is a long-term investor and shares some timeless advice with you about how to find G.A.R.P. stocks (Growth At a Reasonable Price). Tim also shares some timeless investment advice, what mistakes to avoid, how to diversify your portfolio and how to use fundamental analysis to find under-valued stocks.
About Tim:
Tim Call is the Chief Investment Officer and President of CMC. As CIO, he is responsible for overseeing the investment process and ch...
2019-10-2252 minSmart Money CircleTimeless Lessons For Both Bond & Stock Investors - Dan Moskowitz, CFP® $350M AUMIn this episode, Dan Moskowitz, CFP® & President of Chatham Wealth Management, who manages $350M AUM gives you timeless lessons for both bond and stock investors. Dan talks about the importance of having a well diversified portfolio, being patient, and owning a company based on its fundamentals, not the stock price, latest headline, or tweet du jour.
Dan can be reached at:
Phone Number: (800) 472-8086
Website: http://www.chathamwealth.com/
2019-10-1527 minSmart Money CircleTimeless Value Investing Lessons From Dave Sather Who Manages $750 millionAttention value investors! Get ready to take notes... This episode is packed with a ton of timeless investing lessons with my special guest:
Dave Sather, President at Sather Financial Group.
Dave talks about the importance of separating a company from its stock and teaches you how to analyze a company like Warren Buffett.
Dave talks about cash flow, Debt, Return on Equity, and how leverage can work for you (when you are right) and against you (when you are wrong).
Dave also teaches you how to analyze a company's fundamentals and he te...
2019-10-1441 minSmart Money CirclePart II: Timeless Investing Lessons & The "Best" Advice -Over $2 billion RIAIn this episode, Stephen A. Hartel, AIF® Wealth Advisor and Accredited Investment Fiduciary® at Trilogyfs.com with over $2B AUM, shares some timeless lessons and the "Best" advice he has received over the years.
Stephen Can Be Reached At:
P: (303) 300-3323 x5221 | F: (303) 872-6598 |
or
www.trilogyfs.com/stevehartel
2019-10-1020 minSmart Money CirclePart 1: Steve Hartel At Trilogy with Over $2B AUMIn this show, you will learn how Stephen views/manages risk, learn how he got started in the business and learn about his investment strategy. Stephen is driven to help people become intellectually wealthy and he shares some priceless lessons that can help any investor get ahead.
Stephen can be reached at:
Stephen A. Hartel
Phone: (303) 300-3323 x5221
Website: www.trilogyfs.com/stevehartel
2019-10-1026 minSmart Money CirclePart 2: Timeless Advice For RIAs - From A $1.5 billion RIAThis is the second part of Brian Chastain's interview. Brian is the CIO & PARTNER CFO4 life which manages $1.5B AUM. In this episode, Brian gives RIAs timeless advice he has learned growing his firm from $13M AUM to $1.5B in 20 years!
To Contact Brian visit: https://www.mycfo4life.com
2019-10-0425 minSmart Money CirclePart 1: 8 Timeless Lessons & Learn How To Retire With Dignity - Guest Brian Chastain CIO & PARTNER CFO4 Life -$1.5B AUMThis episode gives you 8 Timeless Lessons & Teaches You How To Retire With Dignity. Today's guest is Brian Chastain, CIO & PARTNER, CFO4 Life with $1.5B AUM (as of 10/4/2019)
Contact Brian:
https://www.mycfo4life.com/
2019-10-0429 minSmart Money Circle4 Hidden Risks To A Diversified Portfolio with Mark W. Johnson, CFA® & Managing Director - Optimum Investment AdvisorsToday's interview (10.3.19) is with Mark W. Johnson, CFA® Managing Director, of Optimum Investment Advisors with over $500 million in assets under management. Mark has been in the business for decades and shares what he has learned along the way. Mark also tells you how the financial services space has evolved over the decades and how to avoid common mistakes he see's people make over and over again. Mark also gives you 4 hidden risks to a diversified portfolio and answers the following questions:
1) How do I manage my overall portfolio volatility?
2) How do I manage the need to generate...
2019-10-0330 minSmart Money CircleTrailer - Smart Money Circle PodcastWelcome to the Smart Money Circle Podcast! This show is designed to give you actionable information you can use right now to make better investment decisions. We interview real money managers with over $100 million in assets under management (AUM). Learn from the best and join the SmartMoneyCircle.com
2019-09-2600 min2019-09-2500 min