Smart Money Circle

Winner’s Get Back Up: How This 3rd Generation CEO Is Creating Value From Sorbent Minerals & Cats – Meet Dan Jaffee, Chairman of the Board, President, & Chief Executive Officer Oil-Dri $ODC Guest: Dan Jaffee, Chairman of the Board, President, & Chief Executive Officer Oil-Dri..$ODC Chairman of the Board, President, & Chief Executive Officer Oil-Dri Ticker: $ODC Website: https://www.oildri.com/ Daniel S. Jaffee Chairman of the Board, President, & Chief Executive Officer Oil-Dri Ticker: $ODC Mr. Jaffee graduated from Georgetown University in 1986. Mr. Jaffee joined the Company in 1987 after a year with the accounting firm now known as PricewaterhouseCoopers LLP. He was a product manager in the Industrial and Agricultural divisions of the Company until 1989. In 1990, he became Chief Financial Officer of the Company, a position he held until 1995. From 1990 to 1995, he also held group vice presidential positions in the areas of Canadian and domestic operations, finance, management, information systems and consumer products. He was Chief Operating Officer from 1995 to 1997. Mr. Jaffee became President in 1995, Chief Executive Officer in 1997 and Chairman of the Board of Directors in 2018. Mr. Jaffee received an M.B.A. from the Kellogg Graduate School of Management of Northwestern University in 2004. Mr. Jaffee’s civic activities include serving as a member of the Board of Directors of the Anti-Cruelty Society of Chicago and as a Trustee of the Chicago History Museum. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Meet Chris Loeffler: Caliber's CEO Shares Timeless Lessons For Investing In Real Estate. $CWD Guest: Chris Loeffler Title CEO and Co-Founder Website: https://www.caliberco.com/ Ticker: CaliberCos Inc. NASDAQ: $CWD BIO: Chris Loeffler has served as the CEO and Chairman of Caliber’s Board of Directors since its inception. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation. As a Co-Founder, Chris took an early role in forming the Company’s financial and operational infrastructure and navigating the vertical integration of all real estate and investment services. Prior to forming Caliber, Chris served as an Assurance Associate at PwC in Phoenix, Arizona, completing public company audits, developing control systems, and completing several acquisition or sale transactions. Some of Chris' clients included Honeywell International, Inc., CSK Auto Inc., Verizon Communications, Inc., Republic Services, Inc., Car Wash Partners, Inc., and the Arizona Diamondbacks. Chris earned a Bachelor of Science degree in business administration with a concentration in accounting from California Polytechnic State University, San Luis Obispo. Chris also attended Universidad Complutense de Madrid (University of Madrid) in Madrid, Spain. In addition, Chris is the Co-Founder and former Board Director for Qwick, Inc., a venture-funded hospitality staffing marketplace, a Board Director for ZenniHome, Inc., a housing-tech startup and a Board Director and Treasurer for the Mesa Police Foundation. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

This CEO Worked With Ray Dalio & Wants To Improve Healthcare: Mark Bertolini CEO Oscar Health $OSCR Great timeless lesson from Mark = "The Leading Cause Of Failure Is Success" Guest: Mark Bertolini CEO Oscar Health OSCR Website: https://www.hioscar.com/ Ticker: $OSCR Bio: Mark T. Bertolini is the Chief Executive Officer of Oscar Health, a leading healthcare technology company dedicated to making a healthier life accessible and affordable for all. Mark is former Co-Chief Executive Officer of Bridgewater Associates, the world’s largest and most successful hedge fund. Mark is also a national health care thought leader, and the former Chairman and CEO of Aetna Inc. At Aetna, Mark assumed the role of CEO in November 2010, and of Chairman in April 2011. In November 2018, he stepped down as Chairman and CEO and served as a Director of CVS Health Corporation upon completion of CVS Health’s acquisition of Aetna, valued at $69 billion. Throughout Mark’s tenure at Aetna, he led the company’s transition from a traditional health insurance company to a consumer-oriented health care company focused on delivering holistic, integrated care in local communities. Before joining Aetna, Mark held executive positions at Cigna, NYLCare Health Plans, and SelectCare, Inc., where he was President and Chief Executive Officer. He serves as a director of Verizon Communications Inc. (communications and technology solutions), Thrive Global (sustainable, science-based solutions to enhance well-being, performance and purpose), and the FIDELCO Guide Dog Foundation (non-profit organization that breeds, trains and places German Shepherd guide dogs with people who have visual disabilities). --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Guest Name: Cuong Do Title: President & CEO Website: https://bioviepharma.com/ Ticker: BIVI Bio: Cuong Do President & Chief Executive Officer​ Cuong Do, MBA, is the President and Chief Executive Officer of BioVie Inc., a clinical-stage company developing innovative drug therapies for the treatment of neurological and neurodegenerative disorders and advanced liver disease. Do is a highly experienced life sciences executive, who has served in various leadership roles at multiple global enterprises and publicly owned companies over the past 35 years. Prior to his appointment with BioVie, Do was President of Samsung Global Strategy Group where he helped to set the strategic direction for the company’s diverse business portfolio, including the growth of its biologics businesses. He was previously the Chief Strategy Officer for Merck, a leading US pharmaceutical company on the Fortune 500 list, where he played a key role in defining the company’s strategy, including its focus on oncology and creating its leading position with the anti-PD-1 therapy, pembrolizumab (KEYTRUDA®). Do also held leadership roles in the technology space at Lenovo and Tyco Electronics, and was a senior partner at McKinsey & Company, where he spent 17 years helping to build the company’s healthcare, high tech and corporate finance practices. Do is an active entrepreneur who founded Callidus Biopharma (a biotech company working in rare diseases that was acquired by Amicus Therapeutics in 2013), Lysodel Therapeutics (a company developing an innovative pharmaceutical product for obesity), and M6P Therapeutics (a company developing gene and enzyme replacement therapies for rare lysosomal storage disorders). He is a founding member of Social Impact Partners, which is a purpose-driven alliance of global experts and young change-makers working to fight against Alzheimer’s Disease. Do also serves as a member of multiple advisory boards to companies and academic institutions, including Seneca Therapeutics, Stanford Medicine, The Tuck School of Business at Dartmouth, Fulbright University Vietnam, Ideal Semiconductors, ILiAD Biotechnologies and others. Do is also a passionate philanthropist, particularly in autism and education. He founded Profectum Foundation, which specializes in providing training and education for professionals and parents of children with autism or special needs. He also founded Identifor, Inc. and the Identifor Foundation to help autistic teenagers identify abilities and strengths to make the transition to adulthood. He currently or formerly served on the boards of Celebrate the Children (a school for children with special needs in New Jersey), Autism Speaks and its Executive, Strategy, Science and Family Services committees and Caring for Cambodia (a non-profit working to educate 7,000+ K-12 students in Siem Reap, Cambodia). He holds a BA from Dartmouth College, and an MBA from the Tuck School of Business at Dartmouth. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Guest: Meet the Man Who Shaped Your Childhood: Multi-Emmy Award Winning CEO Andy Heyward Kartoon Studios Website: www.kartoonstudios.com Ticker: TOON Bio: Multi-Emmy Award-winning producer, and CEO of Kartoon Studios, Andy Heyward has made more episodes of children’s television than any other producer, including Walt Disney. After graduating from UCLA with a Bachelor of Arts degree in Philosophy in 1975, he joined Hanna-Barbera as a writer and story editor. During his five years with Hanna-Barbera, he was involved in the development and writing of numerous series including Scooby Doo, Flintstones, Jetsons, Smurfs, Yogi Bear, and Scooby’s All Star Laff-A-Lympics. In 1980, he moved to France where he joined DIC Audiovisual, a production company specializing in children’s animated programming. In 1982, he co-created Inspector Gadget and during the following years he produced over 5,000 episodes of award-winning children’s programs, most of which shows and brands are household names, including Inspector Gadget, The Real Ghostbusters, Alvin and the Chipmunks, Hello Kitty, Sonic the Hedgehog, Super Mario Bros, Sabrina the Teenage Witch, Strawberry Shortcake, Care Bears, Captain Planet, Teddy Ruxpin, Sailor Moon, Madeline, Where on Earth is Carmen Sandiego, Liberty's Kids, Warren Buffett’s Secret Millionaires Club, Llama Llama, Rainbow Rangers, Stan Lee’s Superhero Kindergarten starring Arnold Schwarzenegger, and dozens more. In 1994, he convened the National PTA, National Education Association, UCLA School of Education, and producers from throughout the industry to draft the first voluntary set of program guidelines for children’s television. In 1996, he hosted the first meeting between then FCC Chairman Reed Hundt and children’s television producers. Today under Kartoon Studios, Heyward produces and licenses brands ranging from Stan Lee Universe, to Baby Genius, to Warren Buffett's Secret Millionaires Club, to Thomas Edison's Secret Lab, to Stan Lee’s Superhero Kindergarten, to the recently released Shaq’s Garage for the global market. He has also been the largest producer of FCC mandated educational informational programming for children, and has produced hundreds of PSAs promoting child safety, health, exercise, and nutrition. In collaboration with Warren Buffett, he produces the short film which opens the annual Berkshire Hathaway Shareholders meeting, and he co-authored a book with Warren Buffett promoting financial literacy for kids. Heyward is also the author of Go Go Gadget – The Creation of Inspector Gadget. Andy's notable work in children's programming has earned him multiple industry awards, and his charitable efforts off-screen have resulted in numerous recognitions. Some of his awards include two Emmys, nine Emmy nominations, two Humanitas Awards, two Cable Ace Awards, five Golden Reel Awards, three Environmental Media Awards, a New York Television Festival Award and a National Education Association Award, among others. He was inducted into the KidScreen Hall of Fame and won the Studio of the Year at Italy’s Cartoons on the Bay International Festival of Television Animation in 2006 (co-awarded to Roy Disney). Heyward is a member of the Producers Guild of America, the National Academy of Television Arts and Sciences, the International Academy of Television Arts and Sciences, and the British Academy of Film and Television Arts (BAFTA). He was the 2010 UCLA College of Humanities Commencement speaker and is currently a Mentor in the UCLA mentoring program. He is active in many community activities, including serving on the Board of Directors of Cedars-Sinai Medical Center, where he was recently made a Life Trustee. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Website: https://www.balentine.com/ Bio: Robert Balentine Chairman Partner Robert Balentine is Chairman of Balentine. He brings 40 years of experience advising clients and families on matters relating to their wealth and legacy. A seasoned entrepreneur, Robert has experience building, buying, and selling businesses, and has counseled many of our entrepreneurial clients on matters relating to managing their businesses, as well as managing their wealth. He was the inaugural recipient of the Metro Atlanta Chamber’s 2013 Business Person of the Year, Lifetime Achievement Award. Barron’s and Forbes have each named Robert one of the country’s top wealth management advisors, and Atlanta Business Chronicle named Robert to its 2018 list of Most Admired CEOs. He is a frequent contributor to the media and addresses audiences across the country on topics related to investing and entrepreneurship. First Generation Wealth, a book co-written by Robert and CEO Adrian Cronje, was released in September 2021. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Driving Toward a Sustainable Future: Steven Rossi Shares Worksport’s Mission Website: https://worksport.com/ Bio Steven Rossi has been developing companies in the automotive industry. Mr. Rossi brings the ability to create a vision, mastermind innovative products and lead his team in the execution of the ensuing strategy. This was clearly demonstrated when his previous company in the auto parts and recycling business was acquired. While he has unquestioned experience and knowledge in the automotive industry he has acquired the skills to build successful teams and lead Worksport into its growth journey. Worksport's MISSION Reshape what a pickup truck can be by redefining quality and transforming expectations of truck utility. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Lynn Teachworth Mental &Physical Performance Therapist Trunamics.com Website: https://www.trunamics.com/ Lynn’s Bio: More About Lynn BS, LMT, GIFT, KMI, Adv CBP, CAFS Lynn has been a licensed massage therapist for over 25 years. His clients include over 2000 professional athletes in the PGA, LPGA, NBA, NFL, MLB as well as many other sports including professional wake boarding and water skiing. He is also a 2018 inductee into the World Massage Federations Hall of Fame. Lynn specializes in pain, sports injuries, and sports performance. He has certifications in Structural Integration, Myofascial Release, Source Point Therapy, Trigger Point Therapy, Cranial-Sacral Therapy, Visceral Manipulation and Body Talk. Lynn is also a Gift Fellow through the Gray institute, the most advanced training in functional movement and bio-mechanics available. A former BodyTalk instructor, he is well-versed in the scientific basis of energy medicine and integrates this into his practice as well. We also use Microcurrent Therapy when needed, to help remove scar tissue and inflammation quickly and painlessly. One of only a few therapists in the world with advanced training in structural bodywork, bio-mechanics and movement as well as energy medicine, Lynn is able to address chronic stress, headaches, tennis elbow, back pain, plantar fascitis, rotator cuff issues, neck, knee or lower back pain efficiently and comprehensively - often resolving it quickly and permanently. In addition to recovery, rehab, and maintenance work, Lynn also helps improve athletic performance. If you are looking to improve your sports performance in golf, football, soccer, lacrosse, water skiing/wakeboarding, Lynn can help find out where and why your body is not performing or is not coordinated enough to develop specialized skills. He is a certified Nike360 Golf Perfomance Specialist as well as a certified Applied Functional Science trainer. Teaching is one of Lynn's passions; as the Director of Trunamics, his emphasis is on teaching integrative truths of human body dynamics to make good therapists great. He has been teaching for over 15 years in the USA, Germany, Japan, Ireland, Canada, Australia and the UK. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Guest: Meet Dr. Phillip Frost: Billionaire CEO and the Healthcare Pioneer Behind OPKO Health $OPK Website: https://www.opko.com/ Ticker: $OPK His Wikipedia page: https://en.wikipedia.org/wiki/Phillip_Frost Bio: Dr. Frost has been the CEO and Chairman of OPKO since March 2007. Previously, Dr. Frost served at Teva Pharmaceutical industries, Limited (“TEVA”) as both Chairman of the Board and Vice Chairman. Dr. Frost served as Chairman of the Board of Directors and CEO of IVAX Corporation from 1987 until its acquisition by Teva in January 2006. He also served as Chairman for Key Pharmaceuticals, Ladenburg Thalmann Financial Services was a director of Continucare Corporation and Castle Brands, Inc. He was also a Governor and Co-Vice-Chairman of the American Stock Exchange. Dr. Frost is a past chairman and currently serves as a member of the Board of Trustees of the University of Miami, the Shanghai Institute for Advanced Immunochemical Studies in China, and as a Trustee of the Miami Jewish Home for the Aged and the Mount Sinai Medical Center. He also serves as a member of the Executive Committee of the Phillip and Patricia Frost Museum of Science. He is a past member of the Board of Trustees of the Scripps Research Institute, the Board of regents of the Smithsonian Institution, and the Skolkovo Foundation Scientific Advisory Council in Russia. Dr. Frost is a director of Cocrystal Pharma Inc, a publicly traded biotechnology company developing new treatments for viral diseases. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Christopher Sullivan, CMT, Co-Founder and Portfolio Manager for Hyperion Decimus Who Manages around $200M AUM Name: Christopher Sullivan Title: Co-Founder and Portfolio Manager for Hyperion Decimus Website: www.hyperiondecimus.com Bio: 1.Began Financial Career at Morgan Stanley 2. Entrepreneur since 2010, 3. Prior to moving over to digital assets only in 2018, we ran a volatility arbitrage fund 4. Held Series 3,4, 6,7,10,24,30,31,33, 66 securities license, and hold CRPC, AWMA, CMT designations 5. Specialist in quantitative and systematic strategies, as well as Derivatives 6. Traded north of 50 billion in crypto since inception --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Kathy Lee Sepsick Founder & CEO of Femasys – FEMY Name: Kathy Lee-Sepsick Founder and CEO of Femasys Title: Founder & CEO of Femasys Website: https://www.femasys.com/ Ticker: NASDAQ: $FEMY Bio: Kathy Lee-Sepsick founded Femasys in February 2004. Ms. Lee-Sepsick has served as a senior executive in the medical technologies industry for nearly three decades, compiling a successful track record in growing emerging companies and corporate operating divisions. She holds over 100 patents globally for Femasys’ products and product candidates. Ms. Lee-Sepsick was instrumental in the various stages of product and company life cycles with strategic, operational, and executive responsibilities, at start-ups Novoste Corporation, developer of intravascular therapy solution and SaluMedica, biomaterial developer of artificial cartilage. At the onset of her career, Ms. Lee-Sepsick served in a product management role at Terumo Medical Corporation, where she was integral in the management of strategic partner, Boston Scientific Corporation. Ms. Lee-Sepsick also serves on the Board of Directors of Georgia Bio. Ms. Lee-Sepsick holds a BS in Biochemistry and an MBA from Rutgers University. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Guest: Benjamin G. Wolff President & CEO of Palladyne AI – Ticker $PDYN Website: https://www.palladyneai.com/ Bio: Benjamin G. Wolff has served as our President & Chief Executive Officer since February 2024 and has served as a member of our board of Directors since September 2021. Mr. Wolff has held various leadership roles at the Company throughout the years, including as prior President and Chief Executive Officer and Chairman of our Board of Directors. Most recently, Mr. Wolff served as Executive Chairman from December 2021 until February 2023 and as Executive Vice Chairman from October 2023 until his appointment as our Chief Executive Officer effective February 2024. Prior to joining us, Mr. Wolff served as Chief Executive Officer, President and Chairman at Pendrell Corporation from December 2009 to November 2014. In April 2004, Mr. Wolff co-founded Clearwire Corporation, where he served as President and Chief Executive Officer until March 2009 and Co-Chairman until October 2011. Mr. Wolff previously served on the board of the Cellular Telecommunications Industry Association (CTIA). Mr. Wolff earned his law degree from Northwestern School of Law, Lewis & Clark College in Portland, Oregon, and his Bachelor of Science degree from California Polytechnic State University. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Guest: Lane Kawaoka Owner The Wealth Elevator Website: https://thewealthelevator.com/ Bio: Lane owns 10,000+ rental units and leads the “Hui Deal Pipeline Club” which has acquired over $2.1B+ of real estate, by syndicating $200 million+ of private equity since 2016. He has returned over $45 million dollars to his investors in distributions. Lane uses his Engineering degree to reverse-engineer wealth building strategies the rich use in the Top-50 Investing Podcast, The Wealth Elevator. 200 words: Lane Kawaoka currently owns 10,000+ units across the US. He lives in Hawaii with his wife and daughter, after quitting his day job as a Professional Engineer with a MS in Civil Engineering & Construction Management and a BS in Industrial Engineering. Lane partners with investors who want to build their portfolio, but are too busy to mess with “tenants, toilets, and termites” by curating opportunities in his “Hui Deal Pipeline Club” where his investors have personal access to him and know that Lane is personally putting his money on the line too. The Hui Deal Pipeline Club has acquired over $2.1B dollars of real estate acquired by syndicating over $200 Million Dollars of private equity since 2016. He has returned over $45 million dollars to his investors in distributions. Lane reverse engineers the wealth building strategies that the rich use to the middle class via the Top-50 Investing Podcast The Wealth Elevator. Lane’s mission is to help hard working professionals out of the rat race, one free strategy call at a time. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Description: Guest: Peter Krull, Partner and Director of Sustainable Investing at Earth Equity Advisors around $200M Website: EarthEquityAdvisors.com ​Here’s more information on Peter's Green Sage Sustainability Portfolio: https://www.earthequityadvisors.com/green-sage/ Here is the link to the book Peter Mentioned: https://www.amazon.com/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0804137404 Bio: Peter Krull, CSRIC, is a Partner and the Director of Sustainable Investing at Earth Equity Advisors, a Prime Capital Financial Company. He is also the 2024 Investment News ESG/Responsible Investing Advisor of the Year, 1 and a well-known thought leader in the sustainable investment industry, advocating for fossil-fuel-free and sustainable, responsible, and impact (SRI) investing. Practicing sustainable investing for over 20 years, Peter believes in the power of positive, solutions-based investing. At Earth Equity, Peter focuses on creating and managing the firm’s SRI investment portfolios, educating investors and advisors alike on the dangers of greenwashing, and writing thought leadership pieces. In 2021, Peter won the ThinkAdvisor Luminaries Award for Thought Leadership and Education 2 as well as the Sustainable Champion Award from the North Carolina Business Council in 2022. 3 He was ranked in the AdvisorHub listing of fastest-growing advisors in America for 2022. 4 Peter is a contributor to Forbes and Kiplinger and has been quoted in The New York Times, Barron’s, Bloomberg, Money Magazine, Investor’s Business Daily, MarketWatch, and many others. In addition, he has been regularly featured in numerous podcasts, magazines, and online articles. He hosts the video podcast, Dollars; Change: The Experts Guide to Sustainable and Responsible Investing and his book The Sustainable Investor: A Guide to Responsible Investing for Financial Advisors will be released by Wiley in 2025. A native of Western New York, Peter lives in Asheville, NC, with his wife, Dr. Melissa Booth, a scientist, science communicator, and novelist, and their very spoiled cat, Cleo. They drive electric vehicles and live in a solar and battery-powered house. 1 Awarded June 2024 for the 2023-2024 year period by InvestmentNews. No compensation was provided. 2 Awarded November 2021 for the year 2021 by ThinkAdvisor. No compensation was provided. 3 Awarded January 2023 by the North Carolina Business Council for the year 2022. No compensation was provided. 4 Awarded November 2022 by AdvisorHub for the year 2022. No compensation was provided. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Timeless Lessons From A Money Manager That Helps Tech Employees Invest Their Money Guest name: Eric Franklin Title: Managing Principal, Co-Founder Website: www.prosperowealth.com AUM: $60M Bio: Eric is the Managing Principal and Owner of Prospero Wealth, a financial planning and wealth management firm dedicated to inspiring tech professionals to live larger and more impactful lives. Prospero Wealth is the only advisory practice to focus on this large and affluent population by providing a highly curated set of data-driven products and services, and by training multi- decade tech veterans to act as lead advisors. Despite relatively high pay and benefits, a 2020 Gartner survey found that two out of three tech workers were open to or already seeking jobs in other industries. Tech professionals are highly educated and skeptical of financial salespeople. Prospero Wealth has found them to be more comfortable working with advisors that have a similar career background and who have already made similar career switches they are looking to make for themselves (“second-act” careers with larger personal satisfaction and control). Prior to starting Prospero Wealth, Eric worked 23 years in technology, most notably at Amazon for over 18 years (over three separate terms starting in 1998) where he was an early product owner for Customer Reviews and Wish Lists, managed teams of product managers delivering category expansion for Amazon, and designed a large-scale technology platform for Customer Service triggering automated actions in response to large scale anomaly detection. In between those three stints at Amazon, Eric also worked in a number of startups as the head of product. Eric holds a B.A. degree in literature from the University of California, Santa Cruz, and lives in Seattle with his wife and two children. He loves taking the family skiing (even though he is a lifelong snowboarder), spinning vinyl in his home office, and is an avid reader. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Risk Can Be An Opportunity. $TRX Gold CEO Explains What’s Next & How Gold Is A Database Business Guest: Stephen Mullowney, Chief Executive Officer, Director, TRX Gold Corporation Website: https://trxgold.com/ Bio: Stephen Mullowney was appointed CEO of TRX Gold in December 2020. He is a former Partner and Managing Director at PricewaterhouseCoopers LLP (PwC), where he led PwC Canada’s Deals Mining Group for more than ten years. Mr. Mullowney has an extensive mining background, working with miners, Governments, and institutional investors across the world and supporting them in making key strategic business, financing, and policy decisions. Mr. Mullowney is a CA, CPA, CFA and holds a BBA from Acadia University. Ticker: NYSE/AMERICAN and TSE – $TRX --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Asset Protection Attorney Blake Harris Shares How The Top 1% Protect Their Assets With Offshore Trusts Website: https://blakeharrislaw.com/ Bio: Blake Harris is the founding principal at Blake Harris Law, where he assists clients throughout the world with Offshore Asset Protection. Having traveled to over 40 countries, Blake has built an extensive global network by meeting with trust companies, protectors, and bankers worldwide. An accomplished author and international speaker, Blake has educated countless professionals through his continuing legal education lectures on asset protection and offshore planning. He has been quoted in numerous national publications, including Forbes, The Epoch Times, ABC, NBC, CBS, Fox News, and MarketWatch. Beyond these accolades, Blake boasts a significant social media presence with hundreds of thousands of followers, further solidifying his influence in the field. With a seasoned background in wealth management, Blake Harris previously worked with one of America’s premier wealth management firms, advising high and ultra-high-net-worth clients on strategies to safeguard their assets. His passion for helping families cultivate and preserve their legacy inspired him to establish Blake Harris Law, a firm deeply committed to providing tailored solutions and peace of mind for its clients. Blake’s commitment to the field doesn’t stop at his firm. He has consistently been recognized as a “Rising Star” by Super Lawyers Magazine for the past 5 years and is an AV®️ Preeminent™️ Attorney. A proud alumnus of the University of Florida, Blake obtained a degree in finance in 2007 and went on to earn his Juris Doctorate from the University of Florida Levin College of Law in 2010, a top-tier law school. Blake is an active member of the American Bar Association, International Bar Association, the Florida Bar since 2010 (Florida Bar number: 86486), and the Colorado Bar since 2013 (Colorado Bar number: 45942). Blake resides in Miami Beach, in his limited free time, he enjoys traveling internationally, swimming in the ocean, and Muay Thai training. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

This Sustainable Food CEO Wants To Help You Eat Better. Meet John Keeler Founder & CEO Of Blue Star Foods, $BSFC Company: Blue Star Foods Ticker: $BSFC Website: https://bluestarfoods.com/ John’s Bio: John Keeler Founder & CEO Founded BSFC in 1995; successfully built sales over the past 26 years to $20+ million annually and is recognized as a leader and innovator in the measurable ESG enterprise model within the seafood industry. BS in Economics from Rutgers University; attended Harvard Business School Executive Programs focused on supply chain management, negotiations and marketing. Named Best CEO in Sustainable Seafood Industry by European CEO Magazine. 2017 Speaker at “The Economist World Ocean Summit”. Company Profile Blue Star Foods Corp., an international seafood company, processes, imports, packages, and sells refrigerated seafood products. It offers pasteurized crab meat, and other seafood products, under the Blue Star, Pacifika, Oceanica, Crab & Go Premium Seafood, Lubkin, First Choice, Good Stuff, and Coastal Pride Fresh brands. The company sells its products to food service distributors, wholesalers, retail establishments, and seafood distributors in the United States, Canada, and Europe. Blue Star Foods Corp. was formerly known as John Keeler & Co. Inc. Blue Star Foods Corp. was founded in 1995 and is headquartered in Miami, Florida. Blue Star Food Corp. (Nasdaq: BSFC) seeks to enhance shareholder value not only through exceptional business performance and practices, but also through responsible and effective communication with its shareholders. The latest company information relevant to the individual and institutional investor includes stock price and history, upcoming events and presentations and financial documents. Blue Star Foods is traded on the Nasdaq under the ticker symbol $BSFC. Learn more here: https://bluestarfoods.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

This Biotech CEO Has a Unique Approach To Fight Cancer. Cel-Sci Corp CEO - $CVM Guest: Geert Kersten CEO of CEL SCI Corp $CVM Ticker: $CVM Website: https://cel-sci.com/ Geert Kersten Biography Geert Kersten has served in his current leadership role as Chief Executive Officer at CEL-SCI Corporation (NYSE American: CVM) since 1995 and has been with CEL-SCI since 1987. He has been involved in the pioneering field of cancer immunotherapy for over three decades and has successfully steered CEL-SCI through many challenging cycles in the biotechnology industry. Mr. Kersten also provides CEL-SCI with significant expertise in the fields of finance and law and has a unique vision of how CEL-SCI's Multikine product could potentially change the way cancer is treated. Prior to joining CEL-SCI, Mr. Kersten worked at the law firm of Finley & Kumble and worked at Source Capital. Mr. Kersten received his Undergraduate Degree in Accounting and an M.B.A. from George Washington University, and a law degree (J.D.) from American University in Washington, DC. Investors Can Learn More: https://cel-sci.com/new-investor-information/ --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Guest: Dr. Shankar Musunuri - Ocugen, Chairman, Chief Executive Officer, and Co-founder Website: www.ocugen.com Ticker: OCGN Bio: Dr. Shankar Musunuri is Chairman, CEO and Co-Founder of Ocugen. The company (NASDAQ: OCGN) is a publicly traded biotechnology company focused on discovery, development, commercialization of gene therapies, cell therapies, biologicals, and vaccines, based in Malvern, Pennsylvania. Dr. Musunuri transformed Ocugen from a start-up into a cutting-edge science-based biotech powerhouse with three distinct first-in-class platform technologies focused on ophthalmology with a first-in-class modifier gene therapy platform targeting rare as well as large blindness diseases, orthopedics with a regenerative cell therapy platform, and infectious diseases with an inhalation vaccine platform targeting Covid-19, flu, and a combination vaccine for both COVID-19 and flu. Ocugen anticipates launching products from these game-changing platform technologies within the next few years. The company’s mission is to develop cutting-edge innovations for people with serious diseases and conditions with a commitment to ensuring global market access. Dr. Musunuri is a seasoned biotech veteran with 30+ years’ experience advancing and commercializing a diverse portfolio of products. Prior to co-founding Ocugen in 2013, he held leadership roles at numerous companies ranging from large multinational biotechnology companies such as Wyeth and Pfizer, to novel start-up biotech companies. During his 15 years at Pfizer, he gained extensive product launch and life-cycle management experience including leading the Global Operations Team for Prevnar 13, the world’s best-selling vaccine. Dr. Musunuri then founded Nuron Biotech, Inc., which grew into a commercial company in less than three years. Dr. Musunuri obtained his PhD in Pharmaceutical Sciences from the University of Connecticut—where he also received a Distinguished Alumnus Award. He also received an MBA from Duke University, where today he serves on the University’s Innovation & Entrepreneurship Board of Advisors. Dr. Musunuri serves as both CEO and Chairman of the board of Ocugen. He has received numerous leadership awards including Most Admired CEO Award by Philadelphia Business Journal, the 2023 Healthcare Power 100 (ranked 22nd) in PA and the 2023 AAPI Power 100 (ranked 11th) in PA. He is also a Board Member of the Musunuri Family Foundation, a non-profit that provides college scholarships for high school students. Dr. Musunuri has a passion for addressing diseases and conditions which lack effective treatments. This commitment is reflected in Ocugen’s mission of relentlessly pursuing courageous innovation on behalf of patients with unmet medical needs. About Ocugen, Inc. Ocugen, Inc. is a biotechnology company focused on discovering, developing, and commercializing novel gene and cell therapies, biologics, and vaccines that improve health and offer hope for patients across the globe. We are making an impact on patients’ lives through courageous innovation—forging new scientific paths that harness our unique intellectual and human capital. Our breakthrough modifier gene therapy platform has the potential to treat multiple retinal diseases with a single product, and we are advancing research in infectious diseases to support public health and orthopedic diseases to address unmet medical needs. Discover more at www.ocugen.com --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support