Smart Money Circle

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...

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...