Smart Money Circle

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 Prop...

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/

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 a...

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...

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...

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 port...

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...

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...

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

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 Bar...

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 portfol...

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. 

My guest today is Matthew Tuttle, CEO, Tuttle Tactical Management with approximately $215M in assets under management.  Matt tells you about tactical investing 2.0 and shares some timeless lessons he’s learned along the way.  Matt manages five ETFs: Trend Aggregation: $TAEQ Trend Aggregation Aggressive Growth: $TAAG Trend Aggregation Dividend: $TADS Trend Aggregation ESG: $TEGS Tactical...

My guest today is Todd Millay, Managing Director, at Choate Investment Advisors with $5 billion in assets under management. The company was founded over 100 years ago in Boston and specializes in providing holistic advice to large family offices. Todd teaches you how to think differently about several important topics from Risk Management to Diversification. 

My guest today is Ken Crawford, Senior Portfolio Manager, at Argent Capital Management with $2.5 billion in assets under management. Ken shares a ton of timeless investment advice with you and tells you how to use Change-Based Investing to find mispriced assets. 

My guest today is third generation investor Greg Werlinich. Greg is the President of Werlinich Asset Management who ended last year with $100M AUM. Greg is a long-term investor and tells you how to analyze sectors and understand a stock's story to become a better long-term investor. 

My guest today is Jim Roppel, Co-Founder GrowthStockMentor.com & Founder of Roppel Capital, with approximately $100M AUM. Jim is a CANSLIM legend and is a master at buying monster stocks. If you want to learn how to buy monster stocks, then you will want to hear this interview and subscribe to GrowthStockMentor.com! Follow Jim on Twitter: @Upticken

My guest is Jay Gragnani, Head of Research and Client Engagement with Nasdaq Dorsey Wright. Jay gives you a technical look at the market and explains how he uses X's and O's and momentum to get an edge on Wall Street.

My guest today is Jimmy Z. Wang, CFA, & Vice President, at Global Real Estate Securities with ~$100M in assets under management.  Jimmy dives deep in real estate investing, REITs, and tells you some timeless lessons and mistakes he has learned along the way. This is a great episode for anyone who wants to learn about investing in real estate securities.  

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. 

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. 

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.

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.  

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...

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...