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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.

All our work is general in nature and for educational/informational purposes only. No specific investment advice is given. Support this podcast:
46 Episodes
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:
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:
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:
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:
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: --- Support this podcast:
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:
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:
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:
My guest today is Jim Roppel, Co-Founder & 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! Follow Jim on Twitter: @Upticken --- Support this podcast:
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:
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:
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.  --- Support this podcast:
My guest today is Brad Lamensdorf, CIO of & 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.  --- Support this podcast:
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. --- Support this podcast:
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.   --- Support this podcast:
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... --- Support this podcast:
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 common investing mistakes.  --- Support this podcast:
My guest today is Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in assets under management. Heather helps her clients live a full life by understanding her client's goals and what a full life means to them. Armed with that knowledge, she builds a sound long-term plan. After all that is accomplished, she builds an investment strategy to help them accomplish their goals. Heather is also well versed at helping couples financially navigate a divorce and raise children with healthy values with respect to money. This is a great episode and I hope you enjoy it as much as I do. Disclaimer: No representation is being made that any strategy shown will or is likely to achieve results similar to those shown in this presentation. BDF does not provide legal, tax, insurance, social security or accounting advice. Clients of BDF should obtain their own independent tax, insurance and legal advice based on their particular circumstances. The information herein is provided solely to educate on a variety of topics, including wealth planning, tax considerations, insurance, estate, gift and philanthropic planning. Past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk.  Future performance of any investment or wealth management strategy, including those recommended by Balasa Dinverno Foltz LLC (BDF), may not be profitable, suitable for you, prove successful or equal historical indices.  Historical indices do not reflect the deduction of transaction, custodial or investment management fees, which would diminish results.  Any historical index performance figures are for comparison purposes only and client account holdings will not directly correspond to any such data.  BDF clients must, in writing, advise BDF of personal, financial or investment objective changes and any restrictions desired on BDF’s services so that BDF may re-evaluate its previous recommendations and adjust its investment advisory services.  BDF’s current written disclosure statement discussing advisory services and fees is available for review at or upon request. --- Support this podcast:
My guest today is John Suddeth, Founding Principal, at Naples Global Advisors with about $800 AUM. John is global fundamental investor and he does an excellent job explaining his process. John also shares 5 timeless metrics you can use to find undervalued stocks in just about any publicly traded market in the world! --- Support this podcast:
My guest today is David Clark, President, at Astoria Portfolio Advisors with $320 million in total assets. David tells you how to build a disciplined and balanced portfolio with ETFs. --- Support this podcast:
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