Smart Money Circle

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 mo...

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 serve...

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 portfoli...

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 o...

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...

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 rela...

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 weld...

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 Strate...

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 re...

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.

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,...

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. Th...

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 Managemen...

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 a...

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...

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 o...

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 customi...

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 Chie...

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 overs...

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...

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 Invest...

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...

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...

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 n...

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 sta...