Smart Money Circle

Know Your Edge – Bill Gebhardt Founder of 10Dynamics, A Systematic Fund With Over $110M In AUM Firm 10 Dynamics Limited www.10dynamics.com Current AUM: $110 million   Founder William (Bill) Gebhardt Founder & Executive Director Bio: William (Bill) Gebhardt is the founder of 10Dynamics and developer of TAD – a technology they developed for systematic trading across multiple markets. TAD is the...

Trend Following Legend & Former Turtle Trader Jerry Parker Shares Timeless Advice- Do The Hard Thing Bio: Jerry Parker is the Chairman and Chief Executive Officer of Chesapeake Capital. Chesapeake is a Commodity Trading Advisor in Tampa, Florida. Chesapeake uses a diversified, systematic, trend-following approach. Chesapeake seeks to generate uncorrelated returns across more than 400 global fu...

Rethink Hedging With Matt & Mike Thompson, Co-Portfolio Managers at Little Harbor Advisors, and combined with over $300M. ETFs $MSVX, $MSTB, $MSTQ Website: LHAfunds.com Bio: Matt & Mike Thompson, Co-Portfolio Managers at Little Harbor Advisors, a boutique investment firm with a focus on alternative, tactical, and risk-responsive strategies. Matt and Mike are experts at identifying and miti...

WEBSITE - https://www.fortpittcapital.com/⁠ BIO - https://www.fortpittcapital.com/our-teams/eye-daniel-t-cfa/ Content is provided for educational purposes only. Opinions provided include endorsements of the products and services provided by Fort Pitt; however, they are not indicative of any specific client experience or testimonial. Dan Eye, CFA at ⁠Fort Pitt Capital Group⁠, an investment manageme...

Does Trend Following Work For Stocks? Cole Wilcox, Founder, CIO, Longboard Asset Management - $LONGX Ticker: LONGX Website: http://www.longboardfunds.com Title: Cole Wilcox, Founder, CEO & CIO, Longboard Asset Management, LP Bio: Cole Wilcox is the Founder, CEO, and Chief Investment Officer of Longboard Asset Management, a boutique mutual fund manager specializing in alternative investment str...

Financial Modeling Prep Join FMP here: https://intelligence.financialmodelingprep.com/pricing-plans?couponCode=adamsarhan Website: https://site.financialmodelingprep.com/ Mission: Make Financial Data Available For All BIOs: Antoine Vulcain is first and foremost passionate about finance and financial modeling. He kicked off his career working at RBC capital market then EDF trading. Later on he earn...

Website: https://telomirpharma.com/ Ticker: $TELO Forward-Looking Statements Disclaimer This communication may contain "forward-looking statements" within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements potentially include state...

Guest: Dr. Howard Berman CEO and Chairman of Coya Therapeutics $COYA Website: https://coyatherapeutics.com/ Bio: Chief Executive Officer and Chairman of the Board Howard co-founded Nicoya Health in 2020 to realize the vision and research of Dr. Stanley Appel and merged the company with Coya Therapeutics in 2021 where he currently serves as Chairman and CEO. He has over 18 years of entrepreneurial...

Think Differently With Salvatore M. Capizzi Executive Vice President at Dunham & Associates Investment Counsel Inc. $5B AUA+AUM. Website: dunham.com Bio: Salvatore M. Capizzi is Chief Sales & Marketing Officer of Dunham & Associates Investment Counsel, Inc. (Dunham). Sal is a seasoned industry veteran with over 30 years of financial services experience. He possesses a wealth of experti...

How To Bucket Plan Your Money & Avoid Freak Out Risk With Jason L Smith CEO and Founder of C2P and JL Smith With Approximately $3.2B Websites: https://www.jlsmithgroup.com/ https://c2penterprises.com/ Get The Book Here: https://www.amazon.com/Bucket-Plan%C2%AE-Protecting-Worry-Free-Retirement/dp/1626344604/ref=sr_1_2?crid=5YE2KRN9CIHN&dib=eyJ2IjoiMSJ9.1MfSFPkx12WjYCIZNeBxtmRkWgi7L6Tw_r_qoy...

Ted Karkus CEO & Chairman Of The Board Of ProPhase Labs $PRPH   Ticker: PRPH   Website: https://www.prophaselabs.com/ Bio: Ted Karkus Chairman & CEO of ProPhase Labs Ted Karkus, CEO and Chairman of ProPhase Labs, drives the company’s diverse and synergistic businesses with his successful track record in biomedical and health companies. He transformed ID Biomedical’s strategy and valuation...

Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUM Website: https://www.iconomi.com Learn more here: https://www.iconomi.com/private https://www.iconomi.com/digital-asset-management-platform Bio: Peter Curk is the CEO at ICONOMI, a trailblazing digital assets portfolio management platform designed to democratize access to the new economy, crafting tailored cryptocurre...

“If it’s gonna be, it’s up to me.” Alan Snyder Democratizing Alternatives - Alan Snyder Founder & CEO of aShareX.com Website: https://www.asharex.com/ Bio: Alan Snyder Founder and CEO Alan is the Founder and CEO of aShareX. He is also the Managing General Partner of Shinnecock Partners, a family office investment boutique. Prior to forming aShareX, he was the Founder, CEO, President and Chairm...

How To Avoid Spectacular Failures With Leddar Tech CEO Frantz Saintellemy $LDTC Frantz Saintellemy, CEO of LeddarTech Website: https://leddartech.com/ Nasdaq: LDTC Bio: Engineer, innovator and internationally recognized expert in advanced technologies, Frantz has 25 years of experience in the electronics and automotive sector, with specialized knowledge in automotive, autonomous driving, AI, IoT a...

Heather Welsh, SR. VP, and Wealth Planning Dept Leader Sequoia Financial Group $17B AUM CFP Website: https://www.sequoia-financial.com/ Bio As Vice President of Wealth Planning, I determine the strategic direction for the planning solutions created for Sequoia’s clients. I collaborate with the firm’s advisors and external partners to communicate timely, actionable planning-based recommendations to...

$PCSA Processa Pharmaceuticals, CEO, George Ng Talks About Developing Next Generation Treatment For Cancer & Other Chronic Diseases Company : Processa Pharmaceuticals Website : https://www.processapharmaceuticals.com/ Bio : https://www.processapharmaceuticals.com/about/management-team

$FHTX - Foghorn Therapeutics CEO Shares Timeless Advice & Tells Us How He’s Using Biology To Fight Cancer Guest: Adrian Gottschalk, President & CEO Foghorn Therapeutics $FHTX BIO: Adrian is president and chief executive officer of Foghorn Therapeutics. An experienced leader in biotech, Adrian is interested in solving complex issues at the intersection of science, medicine, and business on...

$PTPI Petro Pharma CCO – Fady Boctor – How To Take Smart Risks, Intelligently Guest: Fady Boctor, M.B.A, President and Chief Commercial Officer Website: PetrosPharma.com Bio Mr. Boctor has over 20 years of experience in the pharmaceutical industry, across a wide array of functions including Commercial Operations, brand and portfolio marketing, sales channel optimization, product portfolio strategy...

$VWI ETF CEO & Co-Founder - Yang Tang - Shared Timeless Advice With The SMC Audience. VWI: www.vwietf.com Advisor site: www.archindicesadvisors.com Bio: Yang is the CEO and a co-founder of Arch Indices and Arch Indices Investment Advisors. Arch Indices is mission focused to make next generation portfolio solutions accessible for everyone. Arch Indices launched its first ETF in October 2023: VW...

VEGN - Beyond Investing - CEO Claire Smith Shares Timeless Lessons Ticker: VEGN   Claire Smith CEO www  ⁠beyondinvesting.com⁠  and  ⁠www.veganetf.com⁠ BEYOND INVESTING Beyond Investing is a US-based registered investment adviser owned by three highly experienced investment professionals who follow a vegan lifestyle: CEO Claire Smith who has 34 years’ experience working in the finance industry in a...

$4B Rex Shares CEO Scott Acheychek - Finding Pockets In The MarketWebsite: https://www.rexshares.com/Bio:Scott joined REX Shares in 2016 after holding senior sales and leadership positions at several large global investment banks including Citi and AIG. Scott covered hedge funds, asset managers, and financial advisors for multi-asset and commodity specific solutions. Since 2006, he has worked on t...

$POLA - Polar Power CEO, Common Sense Is Not Always A Reality Website: https://polarpower.com/ BIO: Arthur D. Sams is co-founder and President / CEO of Polar Power Ticker: $POLA - since 1979. Mr. Sams led the developed of the first solar vaccine refrigerators and solar air-conditioning. Under his leadership, Polar has grown to be a leading brand name in the design and manufacturing of DC and Solar...

Brian Spinelli, CFP, Co-CIO of Halbert Hargrove Global Advisors. Halbert Hargrove is a financial advisory firm with ~$3B in assets under management. Bio Brian joined Halbert Hargrove in 2006 and works with clients across the US; his responsibilities encompass running the firm’s investment committee as well as advising individuals and institutions on their investment and wealth advisory needs. He c...

$LTAFX CEO - Be Patient With Your Capital - Gregory Sachs, Founder & CEO SCG Asset Management with over $100 million in assets under management. Mr. Sachs has been on Wall Street for over 30 years, He founded & Sold Deerfield Capital Management LLC, which had $17B in AUM. Deerfield focused on fixed income arbitrage, relative value trading strategies and structured products. Mr. Sachs now l...

Guest: Michael Weening President and Chief Executive Officer at Calix (Ticker: $CALX) Website: https://www.calix.com/ Bio: President and Chief Executive Officer Michael was promoted to president and CEO of Calix in September 2022, and is a member of the Board of Directors. He brings more than 20 years of experience leading growth, strategy and transformation to his role as President and CEO. Micha...