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. C...
Nov 15, 2023•30 min•Season 13Ep. 2
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 wi...
Nov 14, 2023•21 min•Season 13Ep. 1
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 medi...
Nov 06, 2023•20 min•Season 12Ep. 9
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, 2023•20 min•Season 12Ep. 10
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 ...
Oct 24, 2023•23 min•Season 12Ep. 8
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 C...
Oct 19, 2023•12 min•Season 12Ep. 7
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...
Oct 11, 2023•18 min•Season 12Ep. 6
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 Spec...
Oct 10, 2023•19 min•Season 12Ep. 5
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 ...
Oct 04, 2023•17 min•Season 12Ep. 4
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/leaders...
Oct 03, 2023•27 min•Season 12Ep. 3
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 understa...
Sep 26, 2023•18 min•Season 12Ep. 1
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 Pag...
Sep 25, 2023•21 min•Season 12Ep. 1
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...
Sep 21, 2023•25 min•Season 11Ep. 10
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 ...
Sep 20, 2023•25 min•Season 11Ep. 9
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 priva...
Sep 11, 2023•13 min•Season 11Ep. 8
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. (for...
Sep 06, 2023•31 min•Season 11Ep. 7
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...
Sep 05, 2023•22 min•Season 11Ep. 6
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 ...
Aug 24, 2023•17 min•Season 11Ep. 5
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 i...
Aug 22, 2023•29 min•Season 11Ep. 4
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 mi...
Aug 16, 2023•26 min•Season 11Ep. 3
Andrew Pascal serves as Founder, Chairman, and Chief Executive Officer of PLAYSTUDIOS (Nasdaq: $MYPS), a developer of award-winning, free-to-play casual games for mobile and social platforms. Mr. Pascal formed PLAYSTUDIOS in 2011, positioning the brand to be at the forefront of the then-nascent mobile gaming industry. Mr. Pascal’s achievements and forward-thinking insight allowed PLAYSTUDIOS to garner early support from gaming giants MGM Resorts International and Activision Blizzard, among other...
Aug 09, 2023•39 min•Season 11Ep. 2
Ann Hand, Chair and CEO Super League [Nasdaq: SLGG] Bio: Ann Hand, Chair and CEO Super League [Nasdaq: SLGG] For nearly 30 years, Ann Hand has served as a market-facing executive across several industries, including gaming, sustainability and consumer retail. She has a proven track record in brand creation and turn-around at the intersection of social impact with consumer trends and technology. At her core, Ann is a retailer, operator, and builder of enduring strategic partnerships, brands and c...
Aug 02, 2023•30 min•Season 11Ep. 1
John Buran is President and Chief Executive Officer of Flushing Financial Corporation and Flushing Bank ($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 Lo...
Aug 01, 2023•27 min•Season 10Ep. 10
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...
Jul 25, 2023•16 min•Season 10Ep. 9
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 p...
Jul 06, 2023•17 min•Season 10Ep. 8
Timeless Lessons From One Of The Fastest Growing Fintech Social Media Companies - Wolf.Financial. Gav Blaxberg is the CEO of WOLF Financial, a financial media brand dedicated to providing daily live audio education to 200,000+ stock market, crypto, and real estate investors. With a professional background in PWM at Goldman Sachs and PE at Versa, this dynamic speaker engages his audience in high-energy conversations, featuring accomplished speakers worldwide as the hallmarks of WOLF’s daily Twitt...
Jun 28, 2023•31 min•Season 10Ep. 7
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 thro...
Jun 15, 2023•1 hr•Season 10Ep. 6
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, developmen...
Jun 14, 2023•24 min•Season 10Ep. 5
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 fo...
Jun 12, 2023•28 min•Season 10Ep. 4
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 manage...
Jun 06, 2023•31 min•Season 10Ep. 4
