David Grumhaus is President and Chief Investment Officer of Duff & Phelps Investment Management Co with $12 billion in assets under management. Mr. Grumhaus shared timeless lessons, timeless mistakes, and his investment strategy with the audience. David oversees all of the firm’s investment strategies, chairs the firm’s investment meetings, leads the executive committee and directs strategic initiatives and resource planning. Mr. Grumhaus is also a Senior Portfolio Manager for the firm’s Ene...
Apr 27, 2022•23 min•Season 7Ep. 3
SMC Adam Sarhan Interviews Dave Mazza Head Of Product At Direxion 25B AUM. David leads product R&D, strategy and management for the firm. Prior to joining Direxion, he was the Head of ETF Investment Strategy at OppenheimerFunds and led the firm’s ETF Investment Marketing and ETF Specialist Teams. Prior to joining OppenheimerFunds, David led product strategy, positioning, and analysis as a Managing Director and Head of ETF and Mutual Fund Research at State Street Global Advisors (SSGA). Dave ...
Apr 26, 2022•23 min•Season 7Ep. 2
Adam Sarhan interviews Sharon Price John – President and CEO Build-A-Bear Workshop® in Q1 2022 for timeless advice on how to live a great life. This episode is packed with timeless advice that just about anyone can benefit from.
Apr 12, 2022•43 min•Season 7Ep. 1
Rusty Wiley is President and Chief Executive Officer at Datasite. Upon joining the company in 2014, Rusty led the successful transformation of the company from a collection of financial communications and print-related businesses into a leading, global M&A SaaS technology company. In March 2020, the company re-branded to Datasite. This achievement was the culmination of a journey to streamline operations, upgrade go-to-market capabilities, and launch a market-leading platform backed by world...
Feb 09, 2022•32 min•Season 6Ep. 10
Rob LoCascio, Founder and CEOof Live Person Inc. ($LPSN) and has been its chief executive officer since its inception in 1995, making him one of the longest-standing founding CEOs of a tech company today. As the inventor of online chat for brands, Rob disrupted the way people communicate with companies around the world, removing the need for 1-800 numbers, long wait times, and endlessly scanning websites for information. In 2016, Rob again led the company to the forefront of conversational comme...
Feb 03, 2022•43 min•Season 6Ep. 9
Zain is a lifelong entrepreneur who started his first venture when he was just a teenager. He co-founded mobile advertising startup Vungle, which was acquired by Blackstone in 2019 for $780M. Shortly afterward he started Zain Ventures , his family office that boasts a diverse portfolio of real estate investments. He is also currently a partner at Blue Field Capital . Zain’s success as both a founder and investor has made him a leading authority in the realm of startups and venture capital. He ha...
Jan 19, 2022•43 min•Season 6Ep. 8
SMC: Weiss Muti-Strategy Advisers $4B AUM - Edward Olanow, Director of Investment Solutions, & Portfolio Manager. Weiss was founded in 1978 by Wall Street vet, George Weiss, and they’re known for being a pioneer in the market-neutral space. Edward joined the firm in 2005 after working as a quant analyst at Anchor Point Asset Management (global macro fund)and before that as a research and quant analyst w/ Citibank Global Asset Management. After spending his first 10 years at Weiss on their Ma...
Jan 11, 2022•14 min•Season 6Ep. 7
Tom Cruz is the CEO of Section 8 Housing Formula and owns over 500 units. In this interview, Tom shares his story and gives you a blueprint to invest in Section 8 housing. He also tells you what to look for, what to look out for, and how to manage risk. Here is the link to watch on YouTube: https://youtu.be/w9LuYtLH8Gg
Dec 16, 2021•19 min•Season 6Ep. 6
The Future Of Cashless Payments - With Nayax CEO & Chairman Yair Nechmad. Nayax.com Yair Nechmad Is The Chairman and CEO of Nayax--- is an award winning, cashless payment and management solution for retailers. We provide a complete solution for every aspect of your business. It is Nayax’s guiding principle to simplify doing business with our customers. We make it easy to install our array of devices, which fit any machine out there. We guide you through our system with multiple tools includi...
Oct 27, 2021•17 min•Season 6Ep. 5
Smart Money Circle Interview: Leo Melamed Talks About His Books, Answers Questions, And Discusses His Latest Book: Man of the Futures: The Story of Leo Melamed and the Birth of Modern Finance. In case you do not know, Leo Melamed is the man who literally created stock market, interest rate, and currency futures! Leo's story is absolutely amazing and he shares some of it with you in this captivating interview with Adam Sarhan. Leo also answers some of your questions and shares some timeless lesso...
Sep 29, 2021•59 min•Season 6Ep. 4
Doron Gerstel joined Perion as CEO in April 2017. Serving as CEO for the last 20 years, he has established an outstanding ability to drive growth in hi-tech companies and competitive markets. In his previous role as CEO of Panaya, Doron led a turnaround to an increase in annual revenue and the company’s acquisition by Infosys. He has also held CEO positions at Nolio, Syneron and Zend Technologies. Doron holds a BS in Economics and Management from the Technion, and an MBA from Tel AvivUniversity....
Sep 22, 2021•23 min•Season 3Ep. 18
My guest today is Jay D. Hatfield, CEO, Instructure Capital, and Portfolio Manager of PFFR with approximately $1 billion in assets under management. This is Jay's second time on the show and he shares his current market outlook, how to properly diversify a portfolio, and how to find undervalued preferred stocks. Jay's Bio: Mr. Hatfield has almost three decades of experience in the securities and investment industries. At ICA, he is the portfolio manager of InfraCap MLP ETF (NYSE: AMZA), Virtus I...
Jun 24, 2021•29 min
Sean McCurry is President of Pinnacle Family Advisors and Co-Portfolio Manager of the Pinnacle Sherman Funds. Sean founded Pinnacle Family Advisors in late 2007. Prior tofounding Pinnacle Family Advisors, Sean worked as a financial advisor with Raymond James Financial Services and also managed his own Raymond James branch office for nearly 10 years. Sean is a 1989 graduate of John Brown University. Paul Carroll is the Chief Investment Officer for Pinnacle Family Advisors and Portfolio Manager of...
Jun 21, 2021•24 min•Season 3Ep. 17
My guest today is Ryan Detrick, CMT, Chief Market Strategist at LPL Financial With Approximately $1Trillion in assets under management (AUM). LPL has around 18,000 financial advisors and Ryan shares a ton of great timeless information on the show.
May 11, 2021•38 min•Season 3Ep. 16
Robert (BOB) Fehrmann has been investing in growth stocks since the early 1970's. At one point, Bob managed $11 Billion for institutional investors and shares timeless lessons he's learned along the way. Date: 4.27.21
Apr 27, 2021•54 min•Season 3Ep. 15
Ed Butowsky, managing partner of Chapwood Investments, LLC With approximately $450 million in assets undermanagement. Ed has a unique approach at investing and explains his process in today's audience. Ed is able to break down complicated issues so that they are easily understood. Leaving the audience of his appearances with knowledge and direction versus just information has been a hallmark of his appearances for over two decades.
Apr 13, 2021•31 min•Season 3Ep. 14
This is an excellent interview packed with timeless knowledge from USA Technology CEO Sean Feeney.
Mar 16, 2021•37 min
My guest today is Lance Roberts, Chief Investment Officer, of RIA Advisors with approximately $1B in assets under management. Lance Roberts has an extensive investing background that spans more than 25 years. From private banking and investment management to private and venture capital, Lance has pretty much “been there and done that.” His common sense approach and “real world” examples have appealed to a broad investing audience for two decades. Lance is the Chief Investment Strategist for RIA ...
Dec 16, 2020•44 min•Season 6Ep. 3
My guest today is Brian C. Adams, President and Founder, of Excelsior Capital, with $475M in assets undermanagement. Brian spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and dir...
Dec 15, 2020•31 min•Season 6Ep. 2
My guest today is Jim O'Shaughnessy, Chairman and Co-Chief Investment Officer, at O'Shaughnessy Asset Management with $4 Billion in Assets Under Management (AUM). Jim shares, his story, his investment process, and some timeless lessons he’s learned over his career. Jim also talks about investor psychology and shares his four investing horsemen (and a lot more!). Learn more at: https://OSAM.com/
Dec 08, 2020•50 min•Season 6Ep. 1
My guest today is Nathan Mersereau, CEO and President, of Planning Alternatives, an independent wealth management firm with over $1 billion in assets under management. With over 25 years of experience in the financial services industry, Nathan has led Planning Alternatives to industry recognition by winning the Schwab Trailblazer award. Nathan has been a featured panelist at industry conferences and a contributing member of Charles Schwab and Envestnet Tamarac’s advisory boards. He is a member o...
Dec 02, 2020•29 min•Season 5Ep. 10
My guest today is Mark Matson, CEO of Matson Money with approximately $8.1 Billion In assets under management. Mark is an American entrepreneur, author, and innovator in the fields of investing science and financial education. He is the creator of educational experiences, platforms, and tools that make Nobel Prize winning investing research accessible to investors and transform their relationship to money. Most notably, he is the creator of The American Dream Experience and the Matson Method. Ma...
Dec 01, 2020•40 min•Season 5Ep. 9
My guest today is Mr. Leo Melamed, Chairman Emeritus, at the CME Group (If you don’t know Leo google him because his story is exceptional!)... Leo built the CME into what it is today and was the person who literally invented financial futures (Currency Futures, Bond Futures, & Stock Futures)! Leo also helped the CME Group transition into electronic trading - before it was popular. Leo authored countless books, escaped and survived the Holocaust, and is by far one of the nicest, smartest, and...
Nov 09, 2020•1 hr 9 min•Season 5Ep. 8
My guest today is Jay D. Hatfield, CEO, Instructure Capital, with approximately $400M in assets under management. Jay is a deep value investor and shares some timeless advice on how to invest your portfolio for healthy appreciation and enjoy income along the way. JAY's Bio: Mr. Hatfield has almost three decades of experience in the securities and investment industries. At ICA, he is the portfolio manager of InfraCap MLP ETF (NYSE: AMZA), Virtus InfraCap U.S. Preferred Stock ETF (NYSE: PFFA), Inf...
Nov 04, 2020•21 min•Season 5Ep. 6
My guest today is Dale Brown, Chairman of the Board, at Salem Investment Counselors with $1.7B AUM. Dale shares a lot of fantastic wisdom in this episode and speaks to the importance of investing for the right reasons. Salem was just ranked the #1 FA in the country by CNBC. Dale is a graduate of the University of North Carolina School of Business and School of Law where he was a member of Phi Beta Kappa and the Order of the Coif. He became a Certified Public Accountant in 1981 and a member of th...
Oct 28, 2020•40 min•Season 5Ep. 6
My guest today is Colin Carter, Managing Director, Tiedemann Advisors with approximately $20 billion in assets under management (AUM). Colin Carter, Managing Director, Tiedemann Advisors Colin has direct responsibility for managing client relationships. He works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. He al...
Oct 27, 2020•18 min•Season 5Ep. 5
Jeffrey A. Swett, CFP®, CRPC® Managing Director - Wealth Management The Swett Wealth Management Group with ~$900 million in assets under management. 3 Ways To Think About Your Money -Money you need now -Money you need in the future -Money you will give away
Jul 28, 2020•22 min•Season 5Ep. 4
David Blatt is the CEO of CapStack Partners, an advisor focused on helping real estate clients find debt solutions, including project financing, loan sales & syndications, and loan workouts and restructuring with approximately $100 million under management. Blatt earned a Bachelor’s of Science in Business Management from Yeshiva University, JD from Cardozo School of Law, Executive MBA from Baruch College, and Master's in Negotiation & Dispute Resolution from Pepperdine University School ...
Jul 21, 2020•40 min•Season 5Ep. 3
Chuck Self serves as the Chief Investment Officer (CIO) and the Chief Operating Officer (COO) at iSectors® LLC with approximately $400 million in assets under management. Chuck tells you how to build a diversified portfolio and use risk to stay invested and protect your downside. Chuck shares what he learned from Harry Markowitz and some of the pitfalls to avoid when building a diversified portfolio.
Jul 08, 2020•32 min•Season 5Ep. 2
Hire A Family CFO & Learn How To Create A Financial Action Plan With Eric Kittner, Chairman, Of Moneta With $25 Billion in Assets Under Management. Eric shares timeless advice and reiterates the importance for having a sound financial plan and teaches the importance for creating a Financial Action Plan.
Jun 29, 2020•33 min•Season 5Ep. 1
