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Smart Money Circle

Author: Adam Sarhan

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This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy.

The Host:
Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice.

Disclaimer:
All our work is general in nature and for educational/informational purposes only. No specific investment advice is given. Support this podcast: https://anchor.fm/smartmoneycircle/support
55 Episodes
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My guest today is Lance Roberts, Chief Investment Officer, of RIA Advisors with approximately $1B in assets under management. Lance Roberts has an extensive investing background that spans more than 25 years. From private banking and investment management to private and venture capital, Lance has pretty much “been there and done that.” His common sense approach and “real world” examples have appealed to a broad investing audience for two decades.    Lance is the Chief Investment Strategist for RIA Advisors and Lead Editor of the Real Investment Report, a weekly subscriber-based newsletter to over 100,000 people nationwide. The newsletter covers economic, political and market topics as they relate to your money and life. He also hosts The Real Investment Show podcast, and his opinions are frequently sought after by major media sources. His insights and commentary on trends affecting the financial markets earned him a spot in the 2020 Refinitiv Global Social Media 100 influencers list.   Lance’s investment strategies and knowledge are found on CNBC, Fox Business News, Business News Network and Fox News. He has been quote source for many publications, including the Wall Street Journal, Bloomberg, The New York Times, The Washington Post, MarketWatch.com and TheStreet.com. His writings and research are also regularly featured on several of the nation’s biggest financial blog sites, such as the Pragmatic Capitalist, Credit Writedowns, The Daily Beast, Investing.com, Zero Hedge, Seeking Alpha and more. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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 Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.   He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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/ --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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 and a contributing member of Charles Schwab and Envestnet Tamarac’s advisory boards. He is a member of NAPFA (National Association of Personal Financial Advisors), the community of fiduciary Fee-Only advisors offering holistic, objective financial advice. He has contributed to various media publications including USA Today, the Wall Street Journal and Michigan Medicine, as well as appeared on NBC’s WDIV-TV. As a Certified Financial Planner®, Nathan provides comprehensive wealth management solutions for clients focused on achieving and maintaining financial independence. Prior to joining the firm in 2009, Nathan was the owner and President of Oakland Wealth Management. Nathan holds a Bachelors of Arts in Administrative and Commercial Studies from the University of Western Ontario and a Bachelors of Commerce in Finance from the University of Windsor. He is a member of Young Presidents’ Organization (YPO), a premier peer network of chief executives and business leaders. Nathan sits on the board of the YPO Global One chapter and is a contributing member of the CNBC – YPO Chief Executive Network. Nathan serves on the board of Variety, The Children’s Charity, a non-profit organization devoted to supporting children in need. He also an active supporter of the Alzheimer’s Association of Michigan. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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 to money. Most notably, he is the creator of The American Dream Experience and the Matson Method. Mark is also founder of $8 billion asset management & investor coaching firm, Matson Money, which provides breakthrough education, tools, and coaching that helps families transform their financial futures. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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 countless books, escaped and survived the Holocaust, and is by far one of the nicest, smartest, and kindest people I've ever met! I hope you enjoy this interview!  If you want more, here is an earlier interview I did with Leo in person at his office in Chicago in 2018.  https://www.youtube.com/watch?v=ayCzUcQ9eCQ --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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 portfolio manager of InfraCap MLP ETF (NYSE: AMZA), Virtus InfraCap U.S. Preferred Stock ETF (NYSE: PFFA), InfraCap REIT Preferred ETF (NYSE: PFFR) and a series of hedge funds. He leads the investment team and directs the company’s business development. During his career, Mr. Hatfield has gained a broad perspective on the U.S. financial markets with years as an investment banker, a research director and portfolio manager, and as a co-founder of a NYSE-listed company. Prior to forming ICA, he partnered with senior energy industry executives to acquire several midstream MLPs. These companies were merged to form a company now known as NGL Energy Partners, LP (NYSE: NGL). NGL went public in May 2011 and Mr. Hatfield is currently a general partner. In the years prior to forming NGL, Mr. Hatfield was a portfolio manager at SAC Capital (now Point72 Asset Management), running a portfolio focused on income securities. He joined SAC from Zimmer Lucas Partners, a hedge fund focused on energy and utility sectors, where he was head of research. Earlier in his career, he was head of an investment banking unit at CIBC/Oppenheimer and a Principal in an investment banking unit at Morgan Stanley & Co. He began his career as a CPA at Ernst & Young. He holds an MBA from the Wharton School at the University of Pennsylvania and a BS from the University of California at Davis. Frequently appears on or is quoted in Barron's, The Wall Street Journal, Yahoo Finance, TD Ameritrade Network, and Bloomberg Radio and TV and numerous other media outlets. In additional to asset management, Mr. Hatfield founded Tutoring America, a non-profit organization dedicated to providing low-income students with supplemental tutoring services so that they can catch up to grade level in both math and English language arts. Learn more: https://www.infracapfunds.com/ --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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 of Phi Beta Kappa and the Order of the Coif. He became a Certified Public Accountant in 1981 and a member of the North Carolina State Bar in 1979. He worked for Deloitte, Haskins and Sells from September 1979 to December 1987 where he was a designated specialist in qualified retirement plans and estate planning. In January, 1988, Dale joined Salem where he specializes in fixed income securities and portfolio management. He earned the Chartered Financial Analyst designation in 1990 and served as President of Salem for 16 years until 2017.  He has also served on the Board of Trustees of Wake Forest University Baptist Hospital in Winston-Salem. Website: https://saleminvestment.com/ --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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 investment strategy, philanthropy, and estate planning into a cohesive wealth management plan. He also oversees business operations for the Dallas office. Colin joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he was responsible for developing, implementing, and maintaining investment portfolios for families, individuals, foundations and endowments. He also served on Presidio’s Board of Directors and opened the Dallas office in 2003. Previously, Colin was a Senior Vice President at Merrill Lynch in the Private Wealth Advisory Group. Colin also spent ten years with Goldman Sachs & Co., working in both the Institutional Fixed Income and Private Advisory Services Groups. Certificates, memberships and offices include: Chartered      Financial Analyst® Member,      CFA® Institute in Dallas Colin earned a Master of Business Administration from the University of Texas at Austin and a bachelor’s degree in economics from Duke University. He resides in Dallas with his wife and four children. Tiedemann Advisors Investment Overview Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, and trust, estate and wealth planning services. Tiedemann Advisors are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact and responsible investments, and full transparency on investment decisions, fees and performance. Founded in 1999, Tiedemann Advisors is headquartered in New York, with nine offices nation-wide. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees $20 billion in assets, including $3.2 billion in impact investments. Holistically, Tiedemann prioritizes long-term, quality investments that align with client needs, desires and personal passions. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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 --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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 Baruch College, and Master's in Negotiation & Dispute Resolution from Pepperdine University School of Law. He is a Registered Investment Advisor and holds Series 24, Series 79, Series 82, Series 7 and Series 63 securities licenses. He is admitted to practice law in New York, New Jersey and California., and is a real estate broker in New York and Florida. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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 portfolio.  --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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.  --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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 Income: $TBND Learn more at: http://tuttletactical.com/ --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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.  --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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.  --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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.  --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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 --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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.   --- Support this podcast: https://anchor.fm/smartmoneycircle/support
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