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Smart Money Circle

Smart Money Circle

By Adam Sarhan

This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for educational/informational purposes only. No specific investment advice is given.
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How A $20 Billion Firm Allocates Capital

Smart Money CircleOct 27, 2020

00:00
17:35
Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUM

Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUM

Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUM Website: https://www.iconomi.com Learn more here: https://www.iconomi.com/private https://www.iconomi.com/digital-asset-management-platform Bio: Peter Curk is the CEO at ICONOMI, a trailblazing digital assets portfolio management platform designed to democratize access to the new economy, crafting tailored cryptocurrency solutions for all investor types. As an FCA-registered entity, ICONOMI ensures a secure, diversified, and carefully managed investment experience. With a decade of diverse experience, Peter’s expertise includes product marketing, growth marketing, brand strategy, and customer experience. At ICONOMI, he sets the vision and strategy, driving the company’s mission forward. Peter’s passion for innovation, technology, and entrepreneurship fuels his commitment to leading teams that deliver impactful solutions. His success in scaling businesses, launching new products, and developing engaged customer communities is a testament to his transformative leadership. Peter is dedicated to lifelong learning, holding certifications in compliance and innovation and staying abreast of the latest in marketing strategy and leadership through courses from prestigious institutions. More about Peter and his topics here: https://speakonpodcasts.com/peter-curk/

Mar 19, 202413:30
Democratizing Alternatives - Alan Snyder Founder & CEO of aShareX.com Fractional Ownership

Democratizing Alternatives - Alan Snyder Founder & CEO of aShareX.com Fractional Ownership

“If it’s gonna be, it’s up to me.” Alan Snyder


Democratizing Alternatives - Alan Snyder Founder & CEO of aShareX.com Website: https://www.asharex.com/

Bio:

Alan Snyder

Founder and CEO

Alan is the Founder and CEO of aShareX. He is also the Managing General Partner of Shinnecock Partners, a family office investment boutique. Prior to forming aShareX, he was the Founder, CEO, President and Chairman of Answer Financial Inc. and Insurance Answer Center, CEO of Aurora National Life Assurance, President and COO of First Executive Corporation, and Executive Vice President and Board Member at Dean Witter Financial (predecessor to Morgan Stanley). Alan holds a Bachelor’s degree from Georgetown University and an MBA from Harvard Business School.

Mar 08, 202434:06
How To Avoid Spectacular Failures With LeddarTech CEO Frantz Saintellemy -LDTC

How To Avoid Spectacular Failures With LeddarTech CEO Frantz Saintellemy -LDTC

How To Avoid Spectacular Failures With Leddar Tech CEO Frantz Saintellemy $LDTC



Frantz Saintellemy, CEO of LeddarTech

Website: https://leddartech.com/

Nasdaq: LDTC


Bio: Engineer, innovator and internationally recognized expert in advanced technologies, Frantz has 25 years of experience in the electronics and automotive sector, with specialized knowledge in automotive, autonomous driving, AI, IoT and automation applications, in addition to business and product development, applications engineering, global sales and marketing. A dedicated entrepreneur and philanthropist, he is also co-founder of Groupe 3737, an incubator and innovation center that houses more than 30 companies and start-ups, in addition to offering a framework for ideation to revenue generation.


Frantz joined LeddarTech in September 2017, having previously served as VP and General Manager of the Automotive and Industrial Division of Integrated Device Technology (NASDAQ: IDTI), a California-based company specializing in a broad array of complete mixed-signal solutions. Prior to IDT, Frantz was President and Executive VP of Global Sales and Marketing at ZMDI AG, a global supplier of MEMs-based sensor solutions for automotive and industrial applications, which was acquired by IDT in December 2015. Prior to ZMDI, Frantz was CTO and Corporate VP of Technical Marketing and Advanced Engineering Group at Future Electronics, a global distributor of semiconductors and passive, interconnect and electromechanical components.


Throughout his career, Frantz has produced numerous patents and technical innovations. He also founded and co-founded many successful start-ups and corporations, the likes of which include SMGT Inc., Q-Links Home Automation, Groupe Reno-Metrix, Capital Plus and OMNI Global, and sits on several boards and advisory committees.


Frantz holds degrees in electrical engineering, business and marketing, and is also a graduate of the MIT Sloan Engineering Fellows Program on Innovations and Global Leadership. He was appointed chancellor of the University of Montreal in October 2021.

Mar 07, 202415:05
How To Make Educated Decisions, Heather Welsh, SR VP At Sequoia Financial - A $17B Firm

How To Make Educated Decisions, Heather Welsh, SR VP At Sequoia Financial - A $17B Firm

Heather Welsh, SR. VP, and Wealth Planning Dept

Leader Sequoia Financial Group $17B AUM CFP


Website:

https://www.sequoia-financial.com/


Bio

As Vice President of Wealth Planning, I determine

the strategic direction for the planning solutions created for Sequoia’s clients. I collaborate with the firm’s advisors and external partners to communicate timely, actionable planning-based recommendations to help clients achieve their wealth planning goals and objectives. Additionally, I oversee the

firm’s planning-based relationships with external collaborators with whom we

work closely to meet our clients’ tax, insurance, and retirement plan needs.

 

Beyond Wealth Planning, I participate in the firm’s

Management Committee to assist in execution of our strategic plan. I have focused those efforts on our talent engagement strategy & leading Sequoia’s diversity and inclusion efforts.

Feb 28, 202420:35
PCSA Processa Pharmaceuticals, CEO, George Ng Talks About Developing Next Generation Treatment For Cancer & Other Chronic Diseases

PCSA Processa Pharmaceuticals, CEO, George Ng Talks About Developing Next Generation Treatment For Cancer & Other Chronic Diseases

$PCSA Processa Pharmaceuticals, CEO, George Ng Talks About Developing Next Generation Treatment For Cancer & Other Chronic Diseases


Company:

Processa Pharmaceuticals


Website: https://www.processapharmaceuticals.com/


Bio:
https://www.processapharmaceuticals.com/about/management-team

Feb 22, 202424:05
$FHTX - Foghorn Therapeutics CEO Tells Us How He’s Using Biology To Fight Cancer

$FHTX - Foghorn Therapeutics CEO Tells Us How He’s Using Biology To Fight Cancer

$FHTX - Foghorn Therapeutics CEO Shares Timeless Advice & Tells Us How He’s Using Biology To Fight Cancer Guest: Adrian Gottschalk, President & CEO Foghorn Therapeutics $FHTX BIO: Adrian is president and chief executive officer of Foghorn Therapeutics. An experienced leader in biotech, Adrian is interested in solving complex issues at the intersection of science, medicine, and business on a global scale to help people and families dealing with diseases. Prior to joining Foghorn, Adrian spent 13 years at Biogen, where he was most recently a senior vice president and the neurodegeneration therapeutic area head. In this role, he was responsible for the late-stage development and commercialization of medicines for Alzheimer’s disease, Parkinson’s disease, and amyotrophic lateral sclerosis (ALS). During his time at Biogen, Adrian held additional roles of increasing responsibility ranging from head of corporate strategy, head of global commercial strategy, head of Japan, and head of the Japan, Australia and Emerging Markets geographies. He has also worked as a consultant for Price Waterhouse in Dallas, Texas. He holds a BS in biochemistry from Texas A&M University and received his MBA from the Sloan School of Management at MIT. He also holds an ScM degree from the joint Harvard Medical School / MIT Biomedical Enterprise Program, where his graduate work was focused on evaluating the costs and benefits of the Prescription Drug User Fee Acts and improving the efficiency of the drug development process.

Feb 22, 202430:52
$PTPI Petro Pharma CCO – Fady Boctor – How To Take Smart Risks, Intelligently

$PTPI Petro Pharma CCO – Fady Boctor – How To Take Smart Risks, Intelligently

$PTPI Petro Pharma CCO – Fady Boctor – How To Take Smart Risks, Intelligently

Guest: Fady Boctor, M.B.A, President and Chief Commercial Officer

Website:

PetrosPharma.com Bio Mr. Boctor has over 20 years of experience in the pharmaceutical industry, across a wide array of functions including Commercial Operations, brand and portfolio marketing, sales channel optimization, product portfolio strategy development and new product launches. Mr. Boctor has driven significant revenue growth for specialty biologics, mainstream Men’s Health product lines, rare/orphan disease therapeutics, and substance abuse rescue modalities. Mr. Boctor has worked for companies such as Novartis, Merck, Auxilium Pharmaceuticals, Endo Pharmaceuticals and Adapt Pharmaceuticals (Emergent Biosolutions). Mr. Boctor has his BA in International Relations from Hamline University, Masters in Diplomacy from Norwich University and his MBA from the University of Manchester Business School.

Feb 21, 202425:20
$VWI ETF CEO & Co-Founder - Yang Tang Shared Timeless Advice

$VWI ETF CEO & Co-Founder - Yang Tang Shared Timeless Advice

$VWI ETF CEO & Co-Founder - Yang Tang - Shared Timeless Advice With The SMC Audience.


VWI: www.vwietf.com

Advisor site: www.archindicesadvisors.com


Bio:

Yang is the CEO and a co-founder of Arch Indices and Arch Indices Investment Advisors. Arch Indices is mission focused to make next generation portfolio solutions accessible for everyone. Arch Indices launched its first ETF in October 2023: VWI, a multi-asset income ETF.

Yang spent over a decade in macro solutions, structuring and sales roles at Morgan Stanley, Citi, Deutsche Bank, and Credit Agricole CIB. In his most recent role as Head of Solutions Sales, Americas, Yang built the solutions sales desk from scratch to one of the most productive and highest grossing in the organization. Yang has worked with banks, insurers, and asset managers globally on solutions across asset classes for asset liability, yield enhancement, capital, and tactical opportunities.


Yang has earned an MBA from Columbia Business School and a BS in Economics from Purdue University. Prior to Columbia, Yang worked in research and commodities sales.




Feb 14, 202419:38
$VEGN ETF & Beyond Investing - CEO Claire Smith Shares Timeless Lessons

$VEGN ETF & Beyond Investing - CEO Claire Smith Shares Timeless Lessons

VEGN - Beyond Investing - CEO Claire Smith Shares Timeless Lessons

Ticker: VEGN

 

Claire Smith

CEO

www ⁠beyondinvesting.com⁠ and ⁠www.veganetf.com⁠



BEYOND INVESTING

Beyond Investing is a US-based registered investment adviser owned by three highly experienced investment professionals who follow a vegan lifestyle: CEO Claire Smith who has 34 years’ experience working in the finance industry in areas including derivatives, hedge funds research and analysis; Lee Coates, OBE, of UK financial advisor Ethical Investors and founder of Cruelty Free Super in Australia; and Larry Abele, founder of Auriel Investors, an FCA-regulated asset management firm in London. 

Beyond Investing was formed in June 2017 with the aim of promoting the development of vegan investment products for the masses. Since that time it has undertaken investment research into public companies in order to develop ethical screening and proactive tilts that satisfy the values of the vegan community and indeed all investors who care about animals and the environment.

In June 2018 Beyond Investing launched the US Vegan Climate Index (ticker VEGAN), a broad-based portfolio of US domestic companies that imposes vegan, climate, environmental and human rights screens.

Beyond Investing sponsored the creation of the first ever vegan-friendly and climate-conscious US-listed Exchange Traded Fund (ETF), the US Vegan Climate ETF (ticker: VEGN), which was listed on the New York Stock Exchange in September 2019. 

Websites:

www.beyondinvesting.com 

www.veganetf.com

 

Social media links:

Facebook: https://www.facebook.com/beyondinvesting/ 

Twitter: https://twitter.com/BeyondInvest 

LinkedIn: https://www.linkedin.com/company/beyond-investing/ 

Instagram: https://www.instagram.com/beyondinvesting

 

 



Feb 12, 202423:45
$4B Firm - Rex Shares CEO Scott Acheychek - Finding Pockets In The Market

$4B Firm - Rex Shares CEO Scott Acheychek - Finding Pockets In The Market

$4B Rex Shares CEO Scott Acheychek - Finding Pockets In The MarketWebsite: https://www.rexshares.com/Bio:Scott joined REX Shares in 2016 after holding senior sales and leadership positions at several large global investment banks including Citi and AIG. Scott covered hedge funds, asset managers, and financial advisors for multi-asset and commodity specific solutions. Since 2006, he has worked on the launch of over 50 ETNs and ETFs. Scott graduated from Sacred Heart University with a B.S. in MathematicsFirm Bio - REX is an innovative ETF provider that specializes in alternative-strategy ETFs and ETNs. The firm created the MicroSectors and co-created the T-REX product lines of leveraged and inverse tools for traders and recently launched the first of a series of option-based income strategies.

Jan 31, 202417:40
$POLA - Polar Power CEO, Common Sense Is Not Always A Reality

$POLA - Polar Power CEO, Common Sense Is Not Always A Reality

$POLA - Polar Power CEO, Common Sense Is Not Always A Reality


Website:

https://polarpower.com/


BIO:

Arthur D. Sams is co-founder and President / CEO of Polar Power Ticker: $POLA - since 1979. Mr. Sams led the developed of the first solar vaccine refrigerators and solar air-conditioning. Under his leadership, Polar has grown to be a leading brand name in the design and manufacturing of DC and Solar Hybrid power systems for the telecommunications, defense, automotive, marine and industrial markets. He specializes in the design of thermodynamics and power generation systems. During his early career, he gained vast industry experience while working as a machinist, engineer, project manager, chief technical officer and consultant for various Fortune 500 companies, U.S. Department of Defense, and the U.S. Department of Energy. Mr. Sams studied at California State Polytechnic University and Pomona and the University California at Irvine with a dual major in biology and engineering.


Jan 25, 202419:18
Get Invested - $3B Firm CIO - Brian Spinelli, CFP, Co-CIO of Halbert Hargrove Global Advisors

Get Invested - $3B Firm CIO - Brian Spinelli, CFP, Co-CIO of Halbert Hargrove Global Advisors

Brian Spinelli, CFP, Co-CIO of Halbert Hargrove Global Advisors. Halbert Hargrove is a financial advisory firm with ~$3B in assets under management.


Bio

Brian joined Halbert Hargrove in 2006 and works with clients across the US; his responsibilities encompass running the firm’s investment committee as well as advising individuals and institutions on their investment and wealth advisory needs. He connects with clients from all walks of life: “I build relationships of trust by being knowledgeable and straightforward, and making a positive difference. Sometimes that means not sugar-coating issues—which I believe most clients come to appreciate.”


Brian was named to HH’s management team in 2012. His colleagues call him organized, highly disciplined, and fearless in critical conversations with clients. He values “leading the firm’s clients and helping them feel understood, supported and confident in their plans and in the work we do for them. I am fascinated by capital markets as well, and enjoy the process of researching nontraditional approaches to investments.”


Before joining Halbert Hargrove in 2006, Brian worked as a Financial Analyst with Northrop Grumman Corporation, reporting to the CFO and Director of Financial Planning; in this role, he carried out financial projections, market and portfolio analysis, and financial modeling.


Brian earned his Bachelor of Arts in Business Administration – Finance from Loyola Marymount University in 2002 and his MBA from LMU in 2005. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™ professional.


Website:

https://www.halberthargrove.com/


Jan 24, 202415:42
$LTAFX CEO – The Power Of Compounding & Be Patient With Your Capital - Gregory Sachs, Founder SCG.

$LTAFX CEO – The Power Of Compounding & Be Patient With Your Capital - Gregory Sachs, Founder SCG.

$LTAFX CEO - Be Patient With Your Capital - Gregory Sachs, Founder & CEO SCG Asset Management with over $100 million in assets under management.


Mr. Sachs has been on Wall Street for over 30 years, He founded & Sold Deerfield Capital Management LLC, which had $17B in AUM. Deerfield focused on fixed income arbitrage, relative value trading strategies and structured products. Mr. Sachs now leads SCG Asset Management LLC and its Alternative Strategies Income Fund, a continuously offered, closed-end interval fund focused on equity linked notes.




Ticker: $LTAFX



Website: https://www.scgamllc.com/

Jan 23, 202423:02
Calix CEO ($CALX) -Michael Weening Smart Money Circle Interview - Success Is About People

Calix CEO ($CALX) -Michael Weening Smart Money Circle Interview - Success Is About People

Guest: Michael Weening

President and

Chief Executive Officer at Calix (Ticker: $CALX)


Website:

https://www.calix.com/


Bio:

President and Chief Executive Officer Michael was promoted to president and CEO of Calix in September 2022, and is a member of the Board of Directors. He brings more than 20 years of experience leading growth, strategy and transformation to his role as President and CEO. Michael most recently served as the Company’s President and Chief Operating Officer since January 2021. Michael joined Calix from Salesforce where he served as the senior vice president of Global Customer Success and senior vice president, Japan and Asia-Pacific Customer Success, Services and Alliances. Over the span of his career, Michael has held executive positions in North America, Europe and Asia. Previously, Michael held leadership roles at Bell Mobility in Canada, where he was vice president of business and consumer sales. Michael also held sales leadership roles at Microsoft, in Canada and the United Kingdom. Michael holds a Bachelor of Arts in Business Administration, from Brock University supported by ongoing executive education at Queens, Wharton and USC.

Jan 17, 202429:43
Clarity Matters, Ambiguity is Dangerous. Thomas Logan, Founder & CEO Mirion Technologies $MIR

Clarity Matters, Ambiguity is Dangerous. Thomas Logan, Founder & CEO Mirion Technologies $MIR

Remember To Like, Share, & Subscribe!


Title:

Clarity Matters, Ambiguity is Dangerous. Thomas Logan, Founder & CEO Mirion Technologies $MIR


Bio:

Thomas Logan is the Founder, Chairman, and Chief Executive Officer of Mirion Technologies, where he is responsible for all aspects of the company's operations. Previously, Mr. Logan served as CEO for Global Dosimetry Solutions.


Mr. Logan has more than 30 years of energy industry experience. In addition, he has extensive experience within the contract manufacturing and consumer products industries. Mr. Logan holds a Bachelor of Science degree and a Master in Business Administration from Cornell University.


Website:

https://www.mirion.com/


Notes From The Show:


Delegating power and authority


Federalist government structure


Allow People To Fail In A Contained Fashion –


Flat Org…


Eyes Open About Boundaries –


Clarity Matters - Ambiguity is Dangerous–


Mistakes-


Failure To Act…


Lack of Financial Knowledge –


Leaders are responsible for creating value


Increasing revenue


Expanding margins


Improve the velocity of free cash flow


Mission – reason for being


Vision – where do we want to go


Values -how do we conduct ourselves on the path


Work hard=be good at what you do


Have an agenda


Be kind.

Jan 03, 202447:26
$BTBT BitDigital CEO, Sam Tabar, Shared Timeless Advice About A.I., Bitcoin Mining, Business, & Life

$BTBT BitDigital CEO, Sam Tabar, Shared Timeless Advice About A.I., Bitcoin Mining, Business, & Life

Sam Tabar, CEO, Bit Digital -$BTBT


Website:

https://bit-digital.com/


Sam's Bio:

Mr. Tabar served as Chief Strategy Officer of Bit Digital from 2021 to 2023. Mr. Tabar served as the Co-Founder and Chief Strategy Officer of Fluidity from April 2017 to June 2020. Prior to this, he held the title of Partner at FullCycle Fund which he served from December 2015 to April 2017.


Prior thereto, he served as Director and Head of Capital Strategy (Asia Pacific Region) for Bank of America Merrill Lynch from February 2010 to April 2011. Prior to this, he was Co-Head of Marketing at Sparx Group from January 2004 to 2010. Prior thereto, he was an associate at Skadden, Arps, Meagher, Flom LLP & Affiliates from September 2001 to January 2004.


Mr. Tabar received his Bachelor of Arts from Oxford University in 2000, and received his Master of Law (LL.M.) from Columbia University School of Law in 2001. He was associate editor of the Columbia Law Business Law Journal in 2000, and is a current member of the New York State Bar Association. He holds Series 79 and 63 licenses.

Dec 18, 202323:53
Steady & Predictable Growth From a $13B Firm - Allen T. Bond, MD & PM, Jensen Investment

Steady & Predictable Growth From a $13B Firm - Allen T. Bond, MD & PM, Jensen Investment

Allen T Bond, CFA, Managing Director, Head of Research & Portfolio Manager

at Jensen Investment with $13B AUM


Website

https://www.jenseninvestment.com/


Quality Growth $JENIX

Value $JNVIX

Global $JGQIX



About Allen:

Joined Jensen Investment Management in 2007. Allen is responsible for coordinating fundamental research conducted across the investment teams. Additionally, he maintains his portfolio management and analyst responsibilities. Allen joined Jensen from Washington Mutual where he held the position of credit analyst. In that role, Allen performed fundamental analysis on investment grade corporate bond issuers. Prior to Washington Mutual, he was a high-yield credit analyst and trader for Columbia Management Group. Allen began his career as a trader at Ferguson Wellman Capital Management. He earned a BS in business and an MBA from the University of Oregon. Allen is a CFA® charterholder and a past president of CFA Society Portland.


Dec 11, 202329:48
Failure Is Not An Option - James Hill, CEO, MCF Energy

Failure Is Not An Option - James Hill, CEO, MCF Energy

James Hill CEO of MCF Energy ⁠


Website: MCFEnergy.com ⁠


BIO:

James Hill is a leader in global energy - specializing in exploration projects across Europe and North America. He holds over four decades of combined professional and technical experience and has led many successful projects, including a massive exploration campaign across six countries.


A geologist by trade, James earned his Master’s of Science in Geology from California State University and holds his P.Geo designation and is a Chartered Member of the London Geological Society.


To date, he has led the growth of several companies and scaled energy businesses through the M&A process and the development of strong go-to-market strategies.


He has a strong track record in European exploration, and is well-known for having grown the continent’s largest heavy oil field by 40x. He is responsible for leading one of Europe’s largest exploration projects and increasing oil production by 2000%.


James served as the President of Professional Affairs for the American Association of Petroleum Geologists (AAPG). He joined MCF Energy as President and CEO in December 2022.


James is working to drive change and through MCF Energy, a gas and oil exploration and production company, he is dedicated to strengthening Europe’s energy security in light of the Russia-Ukraine War. MCF is working to create a lasting impact in Europe by working to develop its internal resources and infrastructure. The company currently has two exploration projects underway in Austria and Germany.


Prior to MCF, James was VP of Exploration for both BNK Petroleum and Bankers Petroleum.

Dec 06, 202326:28
How A $4 Billion Firm Uses Options To Generate Income...

How A $4 Billion Firm Uses Options To Generate Income...

Nick Griebenow, CFA and one of the Portfolio Managers at at Shelton Capital Management - Ticker: $EQTIX with over $4 Billion in assets under management.


Website:

https://sheltoncap.com/


Bio:

Nick Griebenow, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Griebenow has extensive knowledge in option strategies and was previously a Senior Derivatives Trader at a large national brokerage firm. He received a B.A. from Colorado State University.

Shelton Capital Firm AUM as of 9/30/23 is $4.3B (of that over $1.1B in managed option strategies)

Nov 29, 202320:21
$3B Money Manager - God and Nature Are Long. To Make Profits, Take Profits.

$3B Money Manager - God and Nature Are Long. To Make Profits, Take Profits.

God and Nature Are Long. To Make Profits, Take Profits.

 

Name: Dryden Pence 
Title: Pence Capital Management CIO Pence Wealth Management, & Pence financial group.
Website
https://pencecapital.com/team-members/dryden-pence/
AUM: $2.2B & $1B AUA

Bio:

Dryden Pence serves as Chief Investment Officer for Pence Capital Management (“PCM”), overseeing the consulting activities for PCM related strategies. With 30 years of experience in the financial industry, and as a retired Army Colonel trained in the field of Intelligence, Special Operations and Psychological Warfare, he specializes in capitalizing on the supply chain of human demand by identifying investment opportunities through its trademarked process: Choke Point Investing™.


Dryden Pence combines his formal training and knowledge as an Economist with his years of experience in psychological warfare to bring a unique understanding of human behavior and how it affects the economy and the markets (ahead of change). He is an Accredited Investment Fiduciary® and in his capacity, as Chief Investment Officer at Pence Capital Management, he oversees the investment strategy and consultative services provided to product platform distributors.

Nov 28, 202323:57
Craig Conti, CFO, Verra Mobility, ($VRRM) Shares Timeless Advice

Craig Conti, CFO, Verra Mobility, ($VRRM) Shares Timeless Advice

Craig Conti, Chief Financial Officer, Verra Mobility, ($VRRM)


Website: https://ir.verramobility.com/


Bio: Craig Conti has served as Verra Mobility’s Chief Financial Officer since April 2022. Prior to joining Verra Mobility, Craig was the executive vice president and CFO of Century Aluminum Company (NASDAQ: CENX), a global producer of primary aluminum. He previously served as the CFO for ITW’s welding business, and he also led financial planning and analysis for GE Healthcare’s IT business. Mr. Conti began his career at GE, where he gained a wide range of finance, operations and strategy experience over the course of 15 years.

Nov 15, 202329:52
Dividend-Paying Stocks - Chris O’Keefe, How a $1 Billion Dividend Manager Invests His Money

Dividend-Paying Stocks - Chris O’Keefe, How a $1 Billion Dividend Manager Invests His Money

Chris O’Keefe, CFA, lead portfolio manager of Logan Capital Management $4B in AUM and AUA. Chris manages over $1B in his dividend strategies.


Chris manages the Dividend Performers Strategy and

the Dividend Performers Balanced Strategy at Logan Capital.


Chris O’Keefe, CFA, lead portfolio manager of Logan Capital Management’s Dividend Performers Strategy and the Dividend Performers Balanced Strategy. Chris notes now is the time for investors to consider dividends. He says, in a stressed economy with rising rates, you want more durable, resilient companies. Dividend-paying stocks tend to do better in this environment, and valuations look more reasonable on that side of the universe.

Nov 14, 202321:02
Distressed Investing With George Schultze, Founder & CEO, of Schultze Asset Management ~ $100M AUM

Distressed Investing With George Schultze, Founder & CEO, of Schultze Asset Management ~ $100M AUM

Distressed Investing With George Schultze, Founder & CEO, of Schultze Asset Management ~ $100M AUM


Website: https://samco.net/


Bio:


George J. Schultze is Managing Member and Founder of Schultze Asset Management, LLC (SAM). He chairs the firm’s Investment and Strategy Committees and, together with his team, makes the final decision on all investments for the portfolio.


Mr. Schultze is widely recognized as an expert on distressed and special situations investing and is often quoted in the media regarding high profile reorganization cases such as the Chrysler Automotive bankruptcy. He is also a frequent speaker at industry conferences and graduate schools such as Harvard Business School. Prior to founding SAM, he honed his activist distressed investing approach with MD Sass. Before that, he was employed with Fiduciary Partners fund of funds, the Mayer Brown & Platt law firm, and Merrill Lynch.



Mr. Schultze is a joint graduate of Columbia Business School and Columbia Law School, JD/MBA. He founded the Columbia Law School Investment Club and served as editor for the Columbia Business Law Review. He also authored several papers including: Negotiating the TWA Bankruptcy Restructuring, Tax Factors and ERISA Implications of Corporate Restructurings, and International Banking Law. While at Columbia, he placed 2nd in the 1995 business school annual stock-picking contest.


Mr. Schultze earned a BA from Rutgers College where he graduated with a joint major in Economics/Political Science and the Henry Rutgers Scholar distinction. While at Rutgers, he won The Wall Street Journal Award for Excellence in Economics and placed 23rd nationwide (from over 14,000 participants) and first place at Rutgers in the 1991 AT&T Annual Stock Picking Contest. Although born and raised in the U.S.A.,


Mr. Schultze is fluent in German and Spanish. He is a regular contributor to the online version of Forbes, wrote the book on Vulture Investing, is a guest lecturer at Harvard Business School, and regularly speaks at industry forums.

Nov 06, 202319:40
Alternative Investing From a $14B Firm

Alternative Investing From a $14B Firm

Kurt Nye, CFA, Group Head of Alternative Investments, Managing Director, MAI Capital Management ($14B AUM) Website: MAI.capital Kurt manages several of MAI's private funds and the Managed Volatility Strategy which leverages alternative investments to mitigate risk.

MAI has a strong focus on alternatives and having options to help clients withstand market volatility.

Nov 06, 202319:56
The Business Behind The Stock - Brian Frank, President Of Frank Funds & PM of the Frank Value Fund

The Business Behind The Stock - Brian Frank, President Of Frank Funds & PM of the Frank Value Fund

The Business Behind The Stock Brian Frank, President Of Frank Funds & Portfolio Manager of the Frank Value Fund (FRNKX) with approximately $200M in Assets Under Management


Website: https://frankfunds.com/

Bio: Brian Frank has been the CIO for Frank Funds since 2003 and the Portfolio Manager of the Frank Value Fund and Frank Value Fund SP (Cayman) since inception in July 2004, and January 2014, respectively. After working at Lightyear Capital, a private equity fund organized by Donald Marron of Paine Webber, Brian co-founded Frank Funds which started as a single-family office, and Brian managed the assets with the goal of maximizing wealth for the long-term. The success of this strategy led to the creation of the Frank Value Fund, a mutual fund isolating Frank Funds’ equities portfolio. The Frank Value Fund has eight times been ranked as a Wall Street Journal Category King. Brian has a BS from New York University’s Stern School of business in Finance and Accounting. He is a Registered Investment Advisor and has a Series 65 license.

Oct 24, 202323:17
The Power Of Absolute Returns With Christopher J. Day - ETF Ticker: $HF

The Power Of Absolute Returns With Christopher J. Day - ETF Ticker: $HF

Christopher J. Day Founder And CEO Days Global Advisors who runs the DGA Absolute Return ETF Ticker: $HF. Christopher and his team manage over $500 million.


Website: DaysAdvisors.com


Bio:

Christopher J. Day is a Houston-based wealth advisor, financial expert, and founder of Day Global Advisors. He has recently launched the Days Global Advisors Absolute Return ETF on the New York Stock Exchange. The ETF goes by the ticker HF and incorporated absolute return investing and was launched to realize Christopher’s vision of making investing and hedge fund management accessible to 99% of investors. He earned his Bachelor of Science in Business Administration in Finance and Management Information Systems from Northeastern University in Boston, MA.

He helped manage over 550M+ privately and 15.5M publicly since the August launch of the HF ETF.  He prefers to focus on his public ETF work in Absolute Return portfolio management over AUM. 

Oct 19, 202312:21
Half A Billion Money Manager Shared Timeless Lessons On The SMC Show

Half A Billion Money Manager Shared Timeless Lessons On The SMC Show

Christopher Manske, founder and president Manske Wealth Management over half a billion dollars in assets under management.


Bio:

Chris graduated from West Point and earned his CFP (Certified Financial Planner) from Rice University while working with Merrill Lynch for over a decade. While at ML, he was asked to devise and execute nationwide training for ML brokers. He founded Manske Wealth Management in 2012, which now has over half a billion dollars in assets under management. MWM is consistently rated one of the top wealth management firms in Houston. https://manskewealth.com/staff/christopher-r-manske/In 2020, Chris published his first book The Prepared Investor, which guides investors as to what to do in a crisis. His second book, Outsmart the Money Magicians, will be published with McGraw Hill this fall. It warns investors not to allow what he calls “lifestyle creep” to impede wealth accumulation and informs investors about the conflicts of interest and pressure to sell that challenge even the best-intentioned advisor in a traditional brokerage firm.


Website: https://manskewealth.com/

Oct 11, 202318:03
Learn How $250M Fund Of Funds Uses Diversity To Generate Alpha

Learn How $250M Fund Of Funds Uses Diversity To Generate Alpha

Learn How Daryn Dodson, Managing Partner Of Illumen Capital, Uses Diversity To Generate Alpha

Website: https://www.illumencapital.com/ Bio: Daryn is a passionate advocate of social and economic justice, especially for disadvantaged and marginalized groups. His work with impact investors, private equity funds, Fortune 100 companies, universities and foundations has been viewed through the lens of addressing the world’s most pressing social and environmental problems.  Daryn previously led the Special Equities Program as a consultant to the Board of the Calvert Funds, a $12 billion pioneer of the impact investing field. Through this vehicle, Calvert maintains a portfolio of more than 40 funds on five continents, representing over 350 underlying portfolio companies. Prior to serving as a consultant to Calvert, Daryn served as Director of University and Corporate Partnership for The Idea Village, where he created a platform engaging leading private equity firms, business schools, and Fortune 500 companies to invest in New Orleans entrepreneurs post-Hurricane Katrina. Mr. Dodson currently serves on the Board of Directors for Ben and Jerry’s.  He earned his M.B.A. from Stanford, where he serves on the Dean’s Management Board, and his A.B. from Duke University.

Oct 10, 202319:29
Tal Jacobson, CEO, Perion, (Stock Symbol: $PERI) Shared Timeless Advice...

Tal Jacobson, CEO, Perion, (Stock Symbol: $PERI) Shared Timeless Advice...

Guest: Tal Jacobson, CEO, Perion, $PERI


Website: https://www.perion.com/


Bio:

Tal Jacobson has been a leader and executive in the ad-tech industry for more than two decades. Prior to his appointment as Perion's CEO in 2023, Tal served as General Manager of CodeFuel, Perion's Search Advertising unit, since 2018. During his tenure, he turned CodeFuel into a significant driver of Perion's market share and valuation. He also cemented a strategic relationship with Microsoft for which the company won the Microsoft Advertising Global supply partner award. Tal's success is rooted in his extensive experience in all facets of the tech industry. As Chief Revenue Officer of SimilarWeb, he was paramount to the Israeli unicorn growth spurt in its early days. Prior to that, he held the position of VP of Business at McCann Erickson, the role of CEO at the video collaboration platform Watchitoo, and Director of Business Development at AOL.

Oct 04, 202316:34
It's Impossible To Always Be Right! Lewis Black, CEO, President, & Founder Of Almonty Industries.

It's Impossible To Always Be Right! Lewis Black, CEO, President, & Founder Of Almonty Industries.

Guest: Lewis Black, CEO, President, & Founder Of Almonty Industries. Bio: Mr. Black is currently a Partner of Almonty Partners LLC and has over 15 years of experience in the tungsten mining industry. From June 2005 to December 2007, he was Chairman and Chief Executive Officer of Primary Metals Inc. (“PMI”), a former TSX-V listed tungsten mining company. Mr. Black also formerly served as head of sales and marketing for SC Mining Tungsten, Thailand. Website: https://almonty.com/company/leadership/

Oct 03, 202327:17
Principal At A $4.6B Money Management Firm Shares Timeless Advice

Principal At A $4.6B Money Management Firm Shares Timeless Advice

Keith Larkin, Managing Director, Principal At A $4.6B Money Management Firm Shares Timeless Advice With The SmartMoneyCircle.com Audience. Bio: KEITH LARKIN Managing Director, Principal Keith is a Managing Director and Principal at Robertson Stephens. The firm manages over $4.6 Billion. With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are trying to go. This includes a thorough understanding of your goals, priorities, concerns, tolerance for risk, income needs, assets and liabilities. Keith will then build and implement a plan that addresses what’s most important to you and your family, including consulting with other advisors if needed. Keith works with entrepreneurs, multigenerational families and company executives. He has several specializations including pre- and post-IPO planning and utilizing options to hedge single stock risk as well as to generate income in single stock portfolios. Prior to Robertson Stephens, Keith worked at Wells Fargo Advisors as a financial advisor since 2013. In 2019, he was recognized as a Premier Advisor, a distinction reserved for a select group of financial advisors at Wells Fargo Advisors. Previously, Keith was a Director at Deutsche Bank, where he provided wealth, estate and retirement planning services for high-net-worth individuals, and a Vice President at Neuberger Berman. Keith graduated from the University of Arizona with a bachelor’s degree in Political Science and Economics. Away from the office, he enjoys running and traveling. Keith is a resident of San Francisco and enjoys all that the Bay Area has to offer. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Website: https://rscapital.com/team/keith-larkin/

Sep 26, 202317:51
The CFO At PagerDuty (Ticker: PD) Shared Timeless Advice...

The CFO At PagerDuty (Ticker: PD) Shared Timeless Advice...

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.


Sep 25, 202320:57
Dakota Gold CEO Shared Timeless Advice With The SMC Audience

Dakota Gold CEO Shared Timeless Advice With The SMC Audience

Mr. Jonathan Awde serves as President, Chief Executive Officer, and a Director of Dakota Gold. (Ticker: $DC) Bio: Jonathan Awde Mr. Awde serves as President, Chief Executive Officer and a Director of Dakota Gold. Previously, he served as co-founder, Director and Chief Executive and President of Gold Standard Ventures Corp. As CEO/President/Director, from July 2010 through December 2020, Awde oversaw all corporate development, asset acquisition, joint ventures, capital raising and the procurement of capital for the development of Gold Standard Ventures Corp.’s assets. Awde spent the last 15 years raising financing for various junior resource companies, focusing on institutional accounts, high net worth and family offices, and has raised more than $600 million for public and private companies in the natural resources sector during this period. Mr. Awde holds a Bachelor of Arts in Economics & Finance from Acadia University.

Website:

https://dakotagoldcorp.com/

Sep 21, 202324:34
$GNPX Cancer Fighting Biotech CEO Shares Timeless Advice With The SMC Audience

$GNPX Cancer Fighting Biotech CEO Shares Timeless Advice With The SMC Audience

Rodney Varner Genprex Chairman, President & CEO shared timeless advice with the SmartMoneyCircle.com audience. Bio: Rodney Varner is a co-founder of Genprex and has served as President, Chief Executive Officer and Secretary, and as Chairman of its board of directors since August 2012. Mr. Varner served as a partner of the law firm Wilson & Varner, LLP, since 1991. Mr. Varner has more than thirty-five years of legal experience with large and small law firms and as outside general counsel of a Nasdaq-listed company. Mr. Varner has represented for-profit and non-profit companies at the board of directors or senior management levels in a wide variety of contractual, business, tax, and securities matters, including technology transfers, licensing, collaboration and research agreements, clinical trial contracts, pharmaceutical and biologics manufacturing and process development contracts, state and federal grants, including NIH and SBA grants, corporate governance and fiduciary issues, and real estate matters. Mr. Varner served as counsel in company formation, mergers and acquisitions, capital raising, other business transactions, protection of trade secrets and other intellectual property, real estate, and business litigation. Mr. Varner is a member of the State Bar of Texas and has been admitted to practice before the United States Court of Appeals for the Fifth Circuit and the United States Tax Court. He has been a registered securities representative and founder of a company that is a licensed securities broker-dealer. Mr. Varner received his BBA, with high honors, from Texas A&M University and his J.D. from The University of Texas School of Law. Website: https://www.genprex.com/

Sep 20, 202325:23
Investing For Women - $280 Million Money Manager Shares Timeless Advice

Investing For Women - $280 Million Money Manager Shares Timeless Advice

Loreen Gilbert, CEO, of Wealthwise Financial Services With $280M AUM


Website: https://wealthwisefinancial.com/

Bio:

Loreen Gilbert is an experienced wealth manager who has spent more than three decades creating comprehensive wealth strategies for her clients. Upon graduating from the University of Texas at Austin with a degree in Business Administration, she launched her career at Fidelity Investments where she assisted clients with investment management services. Gilbert then worked for a private company selling retirement plans to municipalities and their employees. She has been in private practice as a wealth manager since 1997, and is the founder and CEO of WealthWise Financial Services, which offers securities and investment advisory services to individuals, business owners and corporations through her affiliation as a registered principal with LPL Financial.


Loreen has many accolades under her belt including, Forbes Top Women Wealth Advisors Best-In-State list, Forbes Top 1000 Female Advisor list and the Forbes Best-In-State Wealth Advisors. She has also been covered by CNBC, Bloomberg, Fox, TD Ameritrade, BBC, Cheddar, US News & World Report, USA Today, Investor’s Business Daily, Yahoo! Finance, Money Magazine, Reuters, Financial Advisor Magazine, Plan Sponsor Magazine and WealthManagement.com. She also hosts on-air segments for KX FM in Laguna Beach, California, to educate listeners on financial matters.


Sep 11, 202313:16
CEO Of A Biotech Company Fighting The FLU, Covid-19, & Other Viral Diseases

CEO Of A Biotech Company Fighting The FLU, Covid-19, & Other Viral Diseases

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.


Sep 06, 202331:03
Successful Investing Lessons For Women From The CEO & CIO of a $1.2B Firm. Her ETF $TGLR

Successful Investing Lessons For Women From The CEO & CIO of a $1.2B Firm. Her ETF $TGLR

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

Sep 05, 202321:35
Timeless Advice From RCI Hospitality Holdings $RICK Chairman & CEO

Timeless Advice From RCI Hospitality Holdings $RICK Chairman & CEO

Eric Langan RCI Hospitality Holdings Inc. $RICK

Chairman of the Board / Director / Chief Executive Officer / President

Officer since 1998

Director since 1998


Eric S. Langan has been a Director since 1998, and our President, CEO and Chairman since 1999. He began his career in the hospitality industry in 1989 and has developed significant expertise in sports bar/restaurants and adult entertainment nightclubs, including related areas of real estate development and finance. Mr. Langan built the XTC Cabaret nightclub brand and merged it into RCI in 1998, expanding the scope of the company. He has been instrumental in bringing professional marketing, management, finance, and technology practices and systems to the gentlemen’s club industry. As one of the original founders of the National Association of Club Executives (ACE), Mr. Langan has been an active member of its Board of Directors since 1999.


Learn More:

https://www.rcihospitality.com


Aug 24, 202317:22
Timeless Lessons From The Founder & CEO of One Of The Fastest Growing Insurance Stocks In The Market $KNSL

Timeless Lessons From The Founder & CEO of One Of The Fastest Growing Insurance Stocks In The Market $KNSL

Learn Timeless Lessons From The Founder & CEO of One Of The Fastest Growing Insurance Stocks In The Market $KNSL


Michael P. KehoeFounder and Chief Executive OfficerKinsale Capital Group Inc.

Stock Symbol: $KNSL


Bio Michael Kehoe is the Founder and Chief Executive Officer of Kinsale Capital Group Inc. Kinsale, which began operations in March 2010, writes specialty commercial insurance in 50 states and the District of Columbia. The company is rated A (Excellent) X by AM Best Company. Kinsale is headquartered in Richmond Virginia.Prior to starting Kinsale, Mr. Kehoe was Chief Executive Officer of James River Insurance Company from its founding as a development stage company back in November 2002 until March 2008. Mr. Kehoe earned a B.A. in Economics from Hampden-Sydney College and a Juris Doctor from the University of Richmond School of Law.


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

Aug 22, 202329:04
Autonomous Driving For Industrial Vehicles CEO Shared Timeless Advice With The Audience. Cyngn (CYN)

Autonomous Driving For Industrial Vehicles CEO Shared Timeless Advice With The Audience. Cyngn (CYN)

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


Company = Cyngn Stock

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

Aug 16, 202325:48
How To Monetize Online Video Games - Timeless Advice From Andrew Pascal, Founder, Chairman, & CEO of Play Studios (Nasdaq: $MYPS)

How To Monetize Online Video Games - Timeless Advice From Andrew Pascal, Founder, Chairman, & CEO of Play Studios (Nasdaq: $MYPS)

Andrew Pascal serves as Founder, Chairman, and Chief Executive Officer of PLAYSTUDIOS (Nasdaq: $MYPS), a developer of award-winning, free-to-play casual games for mobile and social platforms. Mr. Pascal formed PLAYSTUDIOS in 2011, positioning the brand to be at the forefront of the then-nascent mobile gaming industry. Mr. Pascal’s achievements and forward-thinking insight allowed PLAYSTUDIOS to garner early support from gaming giants MGM Resorts International and Activision Blizzard, among others. Under his leadership, the company grew its portfolio of game offerings and real-world rewards while simultaneously embarking on a global expansion, opening offices and design studios in Burlingame, California; Las Vegas, Nevada; Austin, Texas; Hong Kong; and Tel Aviv, Israel. Through its first decade, Mr. Pascal conceived and led the development of playAWARDS, a groundbreaking loyalty marketing platform that is key to the company’s growth and retention strategy. Following nearly 10 years of successful growth across its mobile and social gaming apps, Mr. Pascal led the company’s transition to a publicly traded enterprise (MYPS) in 2021. The transaction valued PLAYSTUDIOS in excess of $1 billion. Mr. Pascal remains in the Chief Executive Officer role, along with his founder-led management team. In 2021, PLAYSTUDIOS was honored to win the exclusive rights to develop Tetris in the mobile gaming space. Tetris is ranked the number 1 game in the history of gaming. In 2022, Mr. Pascal led the acquisition of Brainium Studio for $70 million. The acquisition adds a rich suite of popular casual games, such as Solitaire, Spider Solitaire, Sudoku, and Mahjong, to PLAYSTUDIOS’ portfolio of industry-leading casino style social games. Prior to founding PLAYTUDIOS, Mr. Pascal was widely recognized for his stewardship of Wynn Las Vegas and Encore Las Vegas, the flagship luxury casino resort properties owned by Wynn Resorts, Ltd. Having joined the company during its start-up phase in 2003, Mr. Pascal served as Senior Vice President of Product Marketing and Development, ultimately ascending to the roles of President and Chief Operating Officer in 2005. Throughout Mr. Pascal’s tenure, Wynn Las Vegas garnered multiple awards from the world’s leading hospitality guides, including the coveted five Red Pavilions from Michelin, five Diamonds from AAA, and five Stars from Forbes (formerly Mobil Travel). In 2008, Mr. Pascal led the development and launch of Wynn Las Vegas’ sister property, Encore Las Vegas. Together, the two resorts are recognized as the world’s seventh-largest hotel, with 13,000 employees, 4,750 rooms, and a number of award-winning gaming, entertainment, retail and convention offerings. Under Mr. Pascal’s leadership, Wynn Resorts achieved record performance while also making Las Vegas history, garnering Forbes five-star ratings in the hotel, restaurant, and spa categories simultaneously. From 2001 to 2003, Mr. Pascal served as President and Chief Operating Officer of WagerWorks, a company he founded as a casino solutions and content supplier for many of the world’s largest gaming and media brands, including Sky, Virgin Group, SONY, MGM Mirage (now MGM Resorts International), Pearson Television, Action Gaming, and WMS Gaming. Following Mr. Pascal’s departure, WagerWorks was acquired by International Game Technology (IGT). Mr. Pascal achieved early entrepreneurial success in 1994 with the formation of Silicon Gaming. Backed by Kleiner Perkins and Benchmark Capital, the startup focused on reinventing the slot machine experience for an evolving generation of gaming consumers. The company’s groundbreaking product, the Odyssey, is credited with establishing the casino industry’s current digital slot machine paradigm. Silicon Gaming went public in 1996 and launched its celebrated Odyssey product suite that same year. Mr. Pascal sold Silicon Gaming to International Game Technology in 2001. Website: PlayStudios.com

Aug 09, 202338:44
The Power Of Relationships - How To Lead From Within. Ann Hand, Chair & CEO of Super League $SLGG

The Power Of Relationships - How To Lead From Within. Ann Hand, Chair & CEO of Super League $SLGG

Ann Hand, Chair and CEO

Super League [Nasdaq: SLGG]


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.


Aug 02, 202330:25
Risk Most Be Managed, Not Avoided - CEO Flushing Bank $FFIC

Risk Most Be Managed, Not Avoided - CEO Flushing Bank $FFIC

John Buran is President and Chief Executive Officer of Flushing Financial

Corporation and Flushing Bank ($FFIC).


He joined the Bank as Chief Operating Officer in 2001 and has served on the Board of Directors since 2003. During his tenure as President and CEO, Flushing Bank has grown from $2 billion in 2005 to over $8 billion in total assets. John’s banking career began in 1977 at Citibank where he held a variety of senior management positions.


John is Chairman of the Board of the Federal Home Loan Bank

of New York, a position he has held since 2018. He has been a Director

there since 2010. He is past Chairman and current Board member of the

New York Bankers Association. He is a former member of the Community

Depository Institutions Advisory Council of The Federal Reserve Bank of

New York where he served six years. John is also a former member of the

Nassau County Interim Finance Authority where he served eight years.

Mr. Buran has devoted his time to a variety of charitable and not-for-profit

organizations. He has been a Board member of the Long Island

Association, both the Nassau and Suffolk County Boy Scouts, EAC, Long

Island University, the Long Island Philharmonic and Channel 21.


He was the fundraising Chairman for the Suffolk County Vietnam Veteran’s War Memorial in Farmingville, New York and has been recipient of the Boy

Scouts’ Chief Scout Citizen Award. His work in the community has been

recognized by the Family and Children’s Association, and the Gurwin

Jewish Geriatric Center. He was also a recipient of the Long Island

Association’s SBA Small Business Advocate Award. Mr. Buran was

honored twice with St. Joseph’s College’s Distinguished Service Award.


Mr. Buran also serves on the Advisory Board and is a former Board

President of Neighborhood Housing Services of New York City. He is a

Board member of The Korean American Youth Foundation and serves on

the Board of the Long Island Conservatory. He was recently presented

with an honorary Doctorate of Humane Letters from St. Francis College of

Brooklyn and was the recipient of the Catholic Charities Gold Medal Award

in 2019. He holds a B.S. in Management and an M.B.A., both from New

York University.


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

Aug 01, 202327:05
Timeless Advice From Thomas Samuelson, CFA, CMT, CIO, Of Vineyard Global Advisors Over $500M AUM

Timeless Advice From Thomas Samuelson, CFA, CMT, CIO, Of Vineyard Global Advisors Over $500M AUM

Timeless advice from Thomas Samuelson, CFA, CMT, Chief Investment Officer, of Vineyard Global Advisors, with over $500M AUM.


Tom Samuelson is the chief architect behind Vineyard Global Advisors’ innovative investment approach, which provides clients a means to participate in market growth while offering a framework of protection during significant market declines.

He is a firm believer that investment risk comes hand-in-hand with investment opportunity. The firm’s dynamic risk management process adjusts the level of investment risk exposure to what may be more appropriate within the prevailing economic environment. Simply put, this dynamic risk management process seeks portfolios that tend to experience “lower highs,” but more

importantly, “higher lows,” thereby better keeping clients on track toward meeting their personal financial goals.

Tom is currently one of just 269 investment professionals worldwide who have earned both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.

Prior to co-founding Vineyard Global Advisors, he served as Managing Director, Chief Investment Officer & Senior Portfolio Manager for First Allied Asset Management. In that role, Tom was responsible for managing $1.3 billion in AUM.

Additionally, Tom has previously managed funds for the University of Notre Dame’s endowment, O’Connor &; Associates/Swiss Bank and was lead Portfolio Manager of Invesco’s energy mutual fund, where he improved performance and oversaw asset growth from $50 million to over $330 million.

He began his investment career in Chicago as an equity and high-yield bond analyst for Duff & Phelps, where he became a partner of the firm.

Tom received his Bachelor of Science in Engineering and MBA from the University of Tulsa.


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

Jul 25, 202316:14
$1.4B ETF Strategist Shared Timeless Advice With The Audience

$1.4B ETF Strategist Shared Timeless Advice With The Audience

John Davi, Founder, CEO, & CIO of Astoria Advisors with approximately $1.4 billion in AUM shared timeless lessons with the audience.

Website: AstoriaAdvisors.com 

 

John is an award-winning research strategist and has over 20 years of experience spanning across Macro ETF Strategy, Quantitative Research, and Portfolio Construction. Before starting Astoria, he was the head of Morgan Stanley's Institutional ETF Content and advised many of the world's largest hedge funds and asset managers on ETF portfolio construction. John published hundreds of reports in his research career across a variety of topics from ETFs, indices, futures, and structured products.


Learn more on:

Website: ⁠AstoriaAdvisors.com⁠ 

Jul 06, 202316:40
Timeless Lessons From One Of The Fastest Growing Fintech Social Media Companies - Wolf Financial
Jun 28, 202331:13
Build-A-Bear CEO & CFO Discuss Their Vision & Growth Plans For 2023 & Beyond! NYSE: $BBW

Build-A-Bear CEO & CFO Discuss Their Vision & Growth Plans For 2023 & Beyond! NYSE: $BBW

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/

Jun 15, 202301:00:28
Cantaloupe ($CTLP) CEO Ravi Venkatesan Shared The Company's Growth Plan With Adam Sarhan

Cantaloupe ($CTLP) CEO Ravi Venkatesan Shared The Company's Growth Plan With Adam Sarhan

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

Jun 14, 202324:20
$WBX - Wallbox Co-Founder and CEO, Enric Asuncion, Shares Timeless Advice

$WBX - Wallbox Co-Founder and CEO, Enric Asuncion, Shares Timeless Advice

Website: Wallbox.com

Stock: $WBX


Bio:

Enric is a passionate, results-driven leader who brings more than a decade of experience working in the energy industry to his role as CoFounder and CEO at Wallbox (NYSE:WBX), a global leader of electric vehicle (EV) charging and energy management solutions worldwide. 

 

Enric co-founded Wallbox with Eduard Castaneda in 2015 after realizing there was a huge and crucial gap in the market, home charging. Prior to founding Wallbox, Enric was the Program Manager for Charging Installations at TESLA Motors in Europe (Amsterdam). His main responsibility was ensuring that customers always had the best charging solution to charge at home and at the workplace.

 

Enric has built Wallbox’s global brand, business and team from the ground up. In 2015, Enric and Eduard designed their first charger, Commander, which would be the first of many state-of-the-art innovations that would propel the company’s overall growth in the EV charging and energy management space. These sleeker, smarter and simpler charging and energy management solutions have become increasingly relevant at a time when consumers, enterprises and governments are realizing that the new reality for mobility is electric.   


Under Enric’s leadership, Wallbox has achieved many operational and product milestones. In 2021, the company became the first Spanish tech company to be listed on the New York Stock Exchange. Wallbox has grown to over 1,250 employees in Europe, APAC and the Americas and has products available in over 113 countries. Enric has been instrumental in forging key partnerships that have made a huge impact on the company’s growth including Nissan, Uber, Fisker, Polaris, Best Buy, NAPA Auto Parts, Iberdrola, SunPower and more. The company opened its first North American manufacturing facility in Texas in late 2022.

 

Wallbox has accomplished so much under Enric’s leadership and has grown from a home EV charging company into a global leader in EV charging that develops state of the art technology for home, business and public charging as well as the energy management solutions that allow users to live more sustainably. Wallbox debuted Quasar 2 at CES 2022, the second generation of the world’s first bidirectional charger for the home. This capstone achievement resulted in “Best of CES” in major news outlets. Wallbox’s future global growth will continue to be driven through product innovation in both hardware and software. The company also recently announced Supernova 180, its DC hyper-fast-charger that will begin shipping in Q4 of this year.   


Enric has done an outstanding job maintaining a culture based on commitment, excellence, innovation, passion and self-demand. He has made sustainability a global priority and showed Wallbox’s commitment by announcing its goal to achieve Net Zero greenhouse gas emissions across its global footprint by 2030. 

Jun 12, 202328:10
$600M Chief Investment Officer - Shares Timeless Advice With The Audience - Michael Ashely Schulman CFA Partner & CIO At Running Point Capital Advisors

$600M Chief Investment Officer - Shares Timeless Advice With The Audience - Michael Ashely Schulman CFA Partner & CIO At Running Point Capital Advisors

MICHAEL ASHLEY SCHULMAN, CFA

Partner & Chief Investment Officer

Running Point Capital Advisors


Bio 

As chief investment officer and a founding partner of Running Point Capital Advisors, Michael Ashley Schulman is responsible for Running Point’s global macro outlook, research, investment strategies, PPLI & PPVA management, asset allocation, and impact and social assessments across public and private investments.

Michael has over 20 years of institutional and high-net-worth portfolio management, research, trading, and asset allocation experience across all asset classes. He has built quantitative and fundamental systems, modelled collateralized debt obligations, and managed a fixed-income arbitrage hedge fund and a multi-strategy fund-of-funds.

He has also effectively consulted for the World Federation of Exchanges in Paris, the Colombian Financial Exchange, and several high-tech firms, and has presented at forums and conferences in California, New York, Malaysia, Argentina, and Spain. In the past year he has been quoted by Reuters, Forbes, Nikkei, Barron’s, CNBC, Investor’s Business Daily, International Business Times, S&P Global, Fox, USA Today, and MarketWatch.


Michael has an MBA from MIT Sloan, a CFA designation, and a BA in Economics from UC Berkeley. Within the community, Michael is a board member of Bridge Funding Global’s Permanent Selection Committee which selects top female emerging managers in venture capital to be matched with investors. Additionally, Michael served on the advisory board of an impact fund and several venture start-ups, and is a past president and board member of the CFA Society of Orange County. In his spare time, he enjoys art and adventure travel, including kayaking the Stockholm archipelago and mountain biking in Mongolia to raise funds for underprivileged Mongolian children.

AUM is above $600MM

https://runningpointcapital.com/

www.rbtrage.com

Jun 06, 202330:57