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 To Find Extreme Dislocations and Generate Unmistakable Alpha With Steve Grey - $1.5 Billion

Smart Money Circle

How To Find Extreme Dislocations and Generate Unmistakable Alpha With Steve Grey - $1.5 Billion

Smart Money Circle

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How To Use Fundamental Analysis & 10Ks To Build A Concentrated Portfolio With Julie Biel - $32 Billion
My guest today is Julie Biel, CFA, Portfolio Manager and Senior Research Analyst, at Kayne Anderson Rudnick with $32 billion in assets under management. Julie tells you how she uses old school fundamental analysis and 10ks to build a concentrated portfolio of great companies. Find out exactly what she looks for in the 10ks, how she manages risk, and how she finds great businesses to buy. 
31:16
March 10, 2020
How To HEDGE Your Portfolio With Brad Lamensdorf Co-Portfolio Manager Of The $HDGE ETF
My guest today is Brad Lamensdorf, CIO of LMTR.com & Co-Portfolio of the HDGE ETF. This is a great interview. Brad shares timeless lessons he's learned about investing, sentiment, shorting, and tells you how you can buy fear and sell greed in any market. 
20:10
March 9, 2020
The Riddle Of Money With Julie Johnson McVeigh With Approximately $2 Billion In AUM
Julie 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.
33:09
March 2, 2020
How To Use Earnings To Beat The Market With John B. Guerard Jr., Ph.D, With Over $4 Billion In AUM
My guest today is John B. Guerard Jr., Ph.D. Director of Quantitative Research, at Mckinley Capital with over $4 Billion in assets under management. John tells you how he uses earnings to find outstanding stocks that generate excess returns.  
52:59
February 17, 2020
Be Happy & Focus On What You Can Control In The Market With Jim Bruyette - $4.3 billion money manager
My guest today is Jim Bruyette, CPA, CFP, Principal , CEO at Sullivan, Bruyette, Speros & Blayney, LLC with over $4.3 billion in assets under management. Jim started with $0 in assets under management and currently manages $4.3 billion! The timeless lessons you will learn from Jim are priceless. I hope you enjoy the show...
36:16
February 11, 2020
Long-Term Value Investing With John Buckingham - The Firm Managers Over $5.5 Billion
My guest today is John Buckingham, Chief Investment Officer, at AFAM, A division of The Kovitz Investment Group with over $5.5 billion in assets under management. John is also the Editor of The Prudent Speculator Newsletter which has been around for over 43 years. John is a long-term value investor and shares some great insight on how you can find undervalued stocks, manage risk, and overcome some common investing mistakes. 
42:12
February 6, 2020
How To Live A Full Life With Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in AUM
My 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 hope you enjoy it as much as I do. Disclaimer: No representation is being made that any strategy shown will or is likely to achieve results similar to those shown in this presentation. BDF does not provide legal, tax, insurance, social security or accounting advice. Clients of BDF should obtain their own independent tax, insurance and legal advice based on their particular circumstances. The information herein is provided solely to educate on a variety of topics, including wealth planning, tax considerations, insurance, estate, gift and philanthropic planning. Past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk.  Future performance of any investment or wealth management strategy, including those recommended by Balasa Dinverno Foltz LLC (BDF), may not be profitable, suitable for you, prove successful or equal historical indices.  Historical indices do not reflect the deduction of transaction, custodial or investment management fees, which would diminish results.  Any historical index performance figures are for comparison purposes only and client account holdings will not directly correspond to any such data.  BDF clients must, in writing, advise BDF of personal, financial or investment objective changes and any restrictions desired on BDF’s services so that BDF may re-evaluate its previous recommendations and adjust its investment advisory services.  BDF’s current written disclosure statement discussing advisory services and fees is available for review at www.BDFLLC.com or upon request.
34:05
February 5, 2020
5 Timeless Metrics You Can Use To Find Undervalued Stocks With John Suddeth, With $800 AUM
My guest today is John Suddeth, Founding Principal, at Naples Global Advisors with about $800 AUM. John is global fundamental investor and he does an excellent job explaining his process. John also shares 5 timeless metrics you can use to find undervalued stocks in just about any publicly traded market in the world!
38:48
February 3, 2020
The Hunt For Income With Joe Bozoyan, A $5.5 Billion Money Manager
My guest today is Joe Bozoyan, CFA & Portfolio Manager, at Manulife Investment Management with approximately $5.5B in assets under management. Joe tells you how to find income and gives you timeless lessons he's learned along the way... 
23:57
January 22, 2020
Lessons & Mistakes From The Greatest Investors In History With Justin Carbonneau Who’s Firm Has Managed Up To $1 Billion
My guest today is Justin Carbonneau at Validea Capital Management who’s firm has managed up to $1 Billion in assets under management. Validea runs strategies from the greatest investors in history. 
24:23
January 15, 2020
How 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.
33:15
January 14, 2020
Invest in Businesses, Not Stocks With Justin E. Deutsch, a $250 Million Money Manager
Justin E. Deutsch, Portfolio Manager,  at Weybosset Research & Management with $250 million in assets under management. Justin is a long-term value investor that buys businesses, not stocks. He looks for the following criteria and likes buying sound businesses: 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
28:04
January 9, 2020
The True Driver Of Returns with Rick Manske, CEO, Parsec Financial with $2.7 billion in AUM
My 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.
43:30
December 11, 2019
How To Find Extreme Dislocations and Generate Unmistakable Alpha With Steve Grey - $1.5 Billion
My 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/
26:22
December 2, 2019
How To Preserve & Grow Your Money With Lauren Rich Fine
My guest today is Lauren Rich Fine, CFA & Partner at Gries Financial Partners with $650 million in assets under management. Lauren shares how she preserves and grows her client’s capital with proper asset allocation and incorporating alternative investments. Lauren’s Contact Information: Email: lrf@Gries.com Phone: 216 861-1148
22:51
November 25, 2019
How To Find 5-Star Stocks With Carl H. Scholtz
My guest today is Carl H. Scholtz, CFA who is a Portfolio Manager at Scholtz & Company with approximately $250 million in assets under management. Carl shares his investment strategy and what he has learned from Yale to Wall Street and being a 5th generation investor. Listen to the show and learn Carl’s criteria for finding 5-star companies!  Website: www.scholtzandco.com Email: cscholtz@scholtzandco.com Tel: 203.714.9900
34:40
November 20, 2019
How To Find A Distinct Advantage When Investing With Russ Piazza President & CIO Front Street Capital Management
Today'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 episode is packed with great information.  Russ can be reached at:  RIA Website: https://frontstreetcap.com/ Mutual Fund: https://tarkiofund.com/
46:16
November 19, 2019
Uncommon 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
17:13
November 18, 2019
The Value Private Equity Firms Provide With Sean Barrette Partner at L Squared $550M
Today's guest is Private Equity Investor and Partner, Sean Barrette, at L Squared with $550 million in assets under management. Today's episode explains why founders sell to private equity firms, the value private equity provides in the market, and how patience is one of the most under-rated assets in any business. Ohh, and Sean will tell you why, "this time is not different." 
26:24
November 13, 2019
Forget R.O.I., Focus on I.O.R. & Informed Simplicity With Ryan Krueger
Today'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 Two Most Important Questions: 1. Am I going to be ok (financially)? 2. How much money is enough? Other "Threads" Of Wisdom: Companies focus on cash flow, it is really important for individuals to focus on cash flow as well.  Forget R.O.I., It’s about I.O.R. Income... Opportunity... Reason to Invest... Learn how to dig a well before you’re thirsty  Fundamental Questions: He creates stock tournaments to filter stocks that meet his criteria.  *Game Unchangers (find out which stocks will be around in 10-50 years). *What’s changing (in the market, industry, sector, company, etc) without me knowing about it (look for your blindspots) *Looks at leading stocks- then asks what other companies are doing anything close. *Dividend growth, *Free cash flow *Gross profit margin *Return on equity with free cash flow *WAR (Win Above Replacement) stock ranking system Ryan Breaks The Market Down Into 4 Broad Categories *Growth *Margins  *Valuations *Yield  MOST IMPORTANT ----Sell Disciplines Most people struggle with this because it is tough for them to admit they are wrong.  How to solve it:  1. Buy right - Position size is 1-2% of portfolio 2. Never average down 3. Place a sell stop based on price below entry 15-20%.  4. After double or triple, take 100% of the principle off the table. KEY: Focus on getting it right, not being right.  These are just a few notes from the show.  Listen to the show and then share your thoughts and what you learned with the hashtag #SmartMoneyCircle on your social media
1:01:12
November 11, 2019
The Best Piece Of Retirement Advice From Kevin Conard CEO of The Retirement Planning Group With $900 AUM
My 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/ 
30:01
November 6, 2019
Outside The Box Thinking & Different Ways To Handle Risk With Scott D. Martin, Chief Investment Officer At A $1.6 Billion Firm
Today'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/
43:17
October 31, 2019
A Conversation With One Of The Fastest Growing RIAs On The West Coast
My 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/
29:29
October 30, 2019
Simple Investing With Sean Miller
My 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/
51:27
October 29, 2019
Learn How A $140 Billion Firm Plays The Game
My guest today is Eric Cadogan, Senior Dealer, at AMP Capital with $140 billion in AUM worldwide.  This is a great episode packed with timeless investing advice that you don't want to miss! Eric Cadogan can be reached via his LinkedIN page.
25:32
October 28, 2019
Looking For G.A.R.P. Stocks? Learn How A $450M RIA Finds Growth Stocks That Are Trading At A Reasonable Price
Today'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 chairing both the investment committee and risk management committee. Over his 25+ year investment career, he has served as CIO, director of equity research, and research analyst. He has assisted foundations and endowments in determining appropriate investment strategy, asset allocation, and spending policy. He is quoted by the financial press and has been a guest on CNBC and Fox Business. He has a BA in Economics and Mathematics from the University of Virginia and received his MBA from Duke University. He is also a member of the CFA Society of Virginia. Contact Info: Phone: 804-270-4000 Website: https://www.cmcva.com
52:39
October 22, 2019
Timeless Lessons For Both Bond & Stock Investors - Dan Moskowitz, CFP® $350M AUM
In 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/
27:07
October 15, 2019
Timeless Value Investing Lessons From Dave Sather Who Manages $750 million
Attention 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 tells you what criteria legendary investor Warren Buffett looks at before he buys a company.  Dave can be reached at: Sather Financial Group 120 E Constitution St Victoria, TX 77901 (361) 570-1800 Website: http://satherfinancial.com/
41:16
October 14, 2019
Part II: Timeless Investing Lessons & The "Best" Advice -Over $2 billion RIA
In this episode, Stephen A. Hartel, AIF® Wealth Advisor and Accredited Investment Fiduciary® at Trilogyfs.com with over $2B AUM, shares some timeless lessons and the "Best" advice he has received over the years.  Stephen Can Be Reached At:  P: (303) 300-3323 x5221 | F: (303) 872-6598 |  or  www.trilogyfs.com/stevehartel
20:27
October 10, 2019
Part 1: Steve Hartel At Trilogy with Over $2B AUM
In this show, you will learn how Stephen views/manages risk, learn how he got started in the business and learn about his investment strategy.  Stephen is driven to help people become intellectually wealthy and he shares some priceless lessons that can help any investor get ahead.  Stephen can be reached at:  Stephen A. Hartel Phone: (303) 300-3323 x5221 Website: www.trilogyfs.com/stevehartel
25:57
October 10, 2019
Part 2: Timeless Advice For RIAs - From A $1.5 billion RIA
This 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 
25:25
October 4, 2019
Part 1: 8 Timeless Lessons & Learn How To Retire With Dignity - Guest Brian Chastain CIO & PARTNER CFO4 Life -$1.5B AUM
This 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/
29:26
October 4, 2019
4 Hidden Risks To A Diversified Portfolio with Mark W. Johnson, CFA® & Managing Director - Optimum Investment Advisors
Today'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 income in a low return world? 3)      How can I manage growing the value of the account without taking on too much risk? 4)      How can I protect myself in the event of a large selloff or global economic/financial crisis? Mark can be reached at: Phone: (312)- 456- 3341 Website: https://www.optimuminvestment.com/
30:52
October 3, 2019
Trailer - Smart Money Circle Podcast
Welcome to the Smart Money Circle Podcast! This show is designed to give you actionable information you can use right now to make better investment decisions. We interview real money managers with over $100 million in assets under management (AUM).  Learn from the best and join the SmartMoneyCircle.com
00:25
September 26, 2019
September 25, 2019
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September 25, 2019