Smart Money Circle

Timeless Advice From The Chief Investment Officer Of A $10 Billion Firm Meet Stuart Katz, Chief Investment Officer, Robertson Stephens (AUM: $9.5B) Bio Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio analytics, risk management, manager selection and overall long-term strategic portfolio and near-term tactical asset allocation investment process. Stu...

Guest Isaac Wakszol is the CEO of Activest Wealth Management Company Activest Wealth Management Website https://activestwm.com/ Assets 3B AUA 1.7B AUM Isaac’s Bio Before founding Activest, he represented a Swiss private investment bank in Venezuela, gaining valuable international finance insights. His academic credentials include a civil engineering degree from Universidad Metropolitana and an MBA...

This CEO Is Using Lidar To help Autonomous Driving- Meet Matt Fisch CEO AEYE $LIDR Matt Fisch Chairman & Chief Executive Officer, AEye, Inc. $LIDR Matt Fisch is Chief Executive Officer of AEye, Inc. (NASDAQ: LIDR), a global leader in adaptive, high-performance lidar solutions for automotive, trucking, intelligent transportation systems, and smart infrastructure applications. He brings decades...

VC Investments In A Publicly Traded Fund - Meet Dr. Naj – CEO C1 Fund - $CFND Guest Dr. Najamul Kidwai, Co-Founder, President, and Chief Executive Officer C1fund --CFND Najam Kidwai - Company C1 Fund (NYSE: CFND) www.c1fund.com Guest Bio Dr. Kidwai is a seasoned entrepreneur, investor, and operator with a deep passion for innovation and emerging technologies. As a co-founder, he has served as Pres...

Guest Andrew Paradise - Founder & CEO – FIRY Company FIRY Inc. (NYSE:FIRY) Website: http://www.firy.com Andrew's Bio Andrew Paradise, FIRY’s Chief Executive Officer and Founder, is the inventor of real-money skill-based gaming and founded Skillz in 2012. Under his leadership, Skillz became the first publicly traded mobile esports platform and a global leader in mobile gaming, hosting billi...

This CEO is Fighting Parkinson’s And Other Neuro-Degenerative Diseases – Meet Gain Therapeutics GANX CEO Guest: Gene Mack, CEO, Gain Therapeutics Guest’s Bio: Gene Mack serves as Chief Executive Officer and President of Gain Therapeutics. He joined the Company in April 2024 and brings 25 years of experience in the life sciences sector spanning clinical research, financing and capital markets, inve...

Underwater Drones? The Future Of Underwater Robotics. Meet John Gibson, CEO, Nauticus Robotics    Guest John Gibson, President & CEO Nauticus Robotics, Inc.$KITT   Company Nauticus Robotics, Inc Website https://nauticusrobotics.com/ Nasdaq: KITT   Company Bio

Guest Cory S. Krebs, CFA CooksonPeirce President and Chief Executive Officer Company CooksonPeirce Website https://cooksonpeirce.com/ AUM Over $3B AUM About Cory Cory S. Krebs, CFA President and Chief Executive Officer As president and chief executive officer for CooksonPeirce, Cory Krebs is tasked with defining corporate strategy and executing the firm’s business plan. Cory is also a member of th...

Guest Full Name: Dr. David-Alexandre (“DA”) C. Gros, MD CEO DA’s Bio: Dr. Gros has served as Chief Executive Officer and a member of the Board of Directors of Eledon Pharmaceuticals, Inc. since September 2020. He joined Eledon Pharmaceuticals from Imbria Pharmaceuticals Inc., where he served as Co-Founder, Chief Executive Officer and Chairman of the Board of Directors. Prior to Imbria, Dr. Gros wa...

This CEO Is Helping Netflix & Paramount + Stream Videos Faster & Better. Meet Mr. Sharon Carmel, CEO of Beamr $BMR Guest: Mr. Sharon Carmel, CEO of Beamr $BMR Guest Bio: Mr. Carmel is founder and CEO of Beamr. He is a serial entrepreneur with a proven track record in the video and software space. In 1994, Mr. Carmel co-founded Emblaze (LON: BLZ), which developed the first video chips for S...

This CEO Wants To Help Your Nerves Heal Faster. Meet Adam Rogers CEO NervGen – NGEN Guest Adam Rogers, MD, Chair, President & Chief Executive Officer at NervGen Adam’s BIO: Adam H. Rogers, MD, is the President and Chief Executive Officer of NervGen Pharma and has served as Chairman of the Company’s Board of Directors since July 2025. Dr. Rogers has more than fifteen years of experience advanci...

Bio: Sean Duffy is the Co-founder and CEO of Omada Health, a between-visit care provider that addresses cardiometabolic conditions like diabetes, hypertension, prediabetes, and obesity, as well as musculoskeletal issues. He has dedicated his professional life to bridging technology, design, and care delivery to transform care experiences for patients. As a former MD/MBA candidate at Harvard, he al...

This CEO Is Helping Companies Advertise On TV, In A Better Way – Meet Mark Douglas Mountain- MNTN * Mark Douglas | MNTN President & CEO * Mountain * https://mountain.com/ * NYSE: MNTN Bio: https://mountain.com/about/ About Mark Mark oversees the direction of MNTN with his 20 years of product development experience gained through repeated success in helping fast-growth companies transition into...

David Stamler, M.D., Chief Executive Officer AlterityTherapeutics Alterity Therapeutics (NASDAQ: ATHE & ASX: ATH) www.alteritytx.com     David Stamler, M.D., Chief Executive Officer David Stamler, M.D. is Chief Executive Officer and a Managing Director, and previously served as Alterity's Chief Medical Officer and Senior Vice President, Clinical Development. Dr Stamler has extensive drug d...

This CEO Is Advancing Neuroscience, Reducing Pain, & Treating Epilepsy – Meet Dave Rosa, CEO, NeuroOne Medical Technologies $NMTC Guest: Dave Rosa, CEO, NeuroOne Medical Technologies $NMTC Dave's Bio Dave Rosa is an entrepreneur with three decades of experience in the medical device industry spanning a variety of technologies and products. In addition to CEO roles with early-stage medical...

A Different Kind of Police Tool & A Different Kind of Investment Story. Meet Scot Cohen CEO $WRAP Guest Scot Cohen: CEO & Executive Chairman, Wrap Technologies, Inc. Scot's Bio Co-founder and largest shareholder of Wrap Technologies, Scot Cohen has led the company's strategy and financing since its 2016 founding. He brings 30+ years in asset management and capital markets, having c...

This CEO Makes Electric Trucks For UPS, FedEx, & Others – Meet Dakota Semler CEO XOS Trucks -$XOS Guest Dakota Semler, Chief Executive Officer Dakota Semler is the Chief Executive Officer of Xos, a Los Angeles-based technology company, fleet services provider, and manufacturer of Class 5 through Class 8 battery-electric vehicles. Xos’ mission is to decarbonize commercial transportation with th...

The eBay, Amazon, Paypal, Square, & Stripe Of Latin America – Meet Leandro Cuccioli SVP Of Mercado Libre $MELI Guest Leandro Cuccioli -- SVP, Corporate Development, Strategy, Sustainability, and Investor Relations; Mercado Libre Company Mercado Libre ($MELI) Website http://investor.mercadolibre.com/ Bio Leandro Cuccioli has been Senior Vice President of Corporate Development, Strategy, Sustain...

This Multi-Family Office Manages ~$1B Mainly in Crypto – Meet Jake Claver Chairman Digital Ascension Group Jake Claver, CEO, Digital Ascension Group Website: www.digitalfamilyoffice.io AUM = $1 Billion Jake’s Bio: Jake Claver is CEO and Principal of Digital Ascension Group, founder of Digital Wealth Partners, a digital-asset-focused RIA, and leader of Syndicately, an SPV platform for sophisticated...

Guest: Barry Quart, CEO and Director Company: Connect Biopharma, NASDAQ:CNTB Website: https://www.connectbiopharma.com/ Connect Biopharma Bio: Connect Biopharma is a clinical-stage biopharmaceutical company dedicated to transforming care for asthma and COPD. Headquartered in San Diego, California, the Company is advancing rademikibart, a next-generation, potentially best-in-class antibody designed...

Your Retirement Sketchbook: This $10B Money Manager Shares Timeless Advice Guest Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS Website: https://www.bmt.com/ $9.7 B AUM $83B AUA Jamie’s Book Your Retirement Sketchbook https://www.amazon.com/s?k=your+retirement+sketchbook&adgrpid=189089282849&hvadid=779538706971&hvdev=c&h...

Guest Joseph Barrato Founder & CEO of Arrow Investment Advisors Website https://arrowfunds.com/ Bio Joseph Barrato is the Founder and CEO of Arrow Investment Advisors, where he has spent nearly two decades developing institutional-style portfolio solutions designed to help financial advisors navigate changing market environments through diversification, tactical allocation, and alternative inv...

This $2B CEO Built An ETF Powerhouse Based By Using Macro Themes & Smart Beta 2.0 Guest Frank Holmes CEO & CIO of US Global Investors With Many ETFS ~$2B AUM CEO and Chief Investment Officer of U.S. Global Investors (GROW, JETS, HIVE, SEAS, and more) Executive Chairman of HIVE Digital Technologies (NASDAQ: HIVE) Company Name: U.S. Global Investors Company Website: usfunds.com Frank Holmes...

This Company Wants To Keep Your Heart Healthy – Meet Todd Usen CEO Adagio Medical – ADGM Guest Todd Usen, Chief Executive Officer Adagio Medical Company: Adagio Medical Ticker: ADGM Website: https://adagiomedical.com/ Bio: Adagio Medical is a medical device company focused on developing and commercializing products for the treatment of cardiac arrhythmias utilizing its novel, proprietary, catheter...

This Money Manager Is Helping Companies Grow & Financing The American Dream. Guest: Damien Dwin Founder & CEO Lafayette Square $1.1B AUM Company Name: Lafayette Square Website: www.lafayettesquare.com Damien’s Bio: Damien Dwin is the Founder and Chief Executive Officer of Lafayette Square®, a private credit firm lending capital to growing middle market companies in working-class places. Pr...