Smart Money Circle

Timeless Lessons From Someone Who Worked At Goldman Sachs & PIMCO, Then Started His Own ETF Business. Guest: Howard Chan, Founder and CEO of Kurv Investment Management Website: https://www.kurvinvest.com/ Bio: Howard is an experienced leader in the investment management industry with wide-ranging expertise across asset classes and vehicles. He most recently worked with large asset managers to develop strategic business and investment strategies. Previously, he built and scaled a $5.5 billion UCITS ETF business and managed global fixed-income businesses at PIMCO as well as worked at Goldman Sachs Asset Management in asset allocation for institutional and private wealth clients. He has over 20 years of investment and finance experience. Tickers: • KQQQ • TSLP • NFLP • MSFY • GOOP • AAPY • AMZP --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Greg Beischer President and CEO of Alaska Energy Metals Corporation Ticker: AEMC on TSX Website: https://alaskaenergymetals.com/ Bio: Mr. Beischer is a seasoned explorationist with a solid track record of success, now leading the team at Alaska Energy Metals Corporation. As a founder of predecessor company Millrock Resources, he led the team that built a successful “Project Generator” company that attracted in excess of US$50 million in capital from major mining companies, junior explorers, and investors over a 15-year span. Previously with INCO Ltd., Mr. Beischer is highly knowledgeable on the geology of magmatic nickel–copper–platinum deposits. Also, Mr. Beischer had a period of work with the Bristol Bay Native Corporation, where he forged connections across Alaska. He is a geologist and mining engineering technologist, having graduated from Laurentian University (1987), Sudbury, Ontario, and the Haileybury School of Mines (1981), Haileybury, Ontario, Canada. Mr. Beischer is a certified professional geologist (#10505) with the American Institute of Professional Geologists. Mr. Beischer is the past President of the Alaska Miner’s Association, sits on the Board of Alaska’s Resource Development Corporation, and serves on the Alaska Minerals Commission. He lives in Anchorage, Alaska. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Democratizing Markets Through Innovation - Tzero.com CEO David Goone Shares Timeless Advice Website: Tzero.com Bio: David Goone is the CEO of tZERO, a financial technology company that democratizes access to capital markets by establishing innovative, transparent, and efficient marketplaces. tZERO works with companies and entrepreneurs to provide unique solutions for primary capital raises and secondary trading. Prior to joining tZERO, Goone was the Chief Strategy Officer of Intercontinental Exchange (ICE), from its earliest days, responsible for many of the strategies that brought ICE from a startup to a global enterprise that operates exchanges, data, businesses, and technologies across all major asset classes. ICE, the parent company of the New York Stock Exchange, is also a significant investor in tZERO. While Goone was at ICE, he also served on numerous boards, including the Depository Trust & Clearing Corporation (DTCC), the Options Clearing Corporation (OCC), and the National Futures Association (NFA). He also was a member of the Commodity Futures Trading Commissions, and Local Advisory Committee, as well as Vice Chairman of Brazil City, a clearing house for Brazil's equity and commodities until its merger with B3 exchange. He also served on the boards of all of ICE's derivative exchanges and was on the board and responsible for ICE Benchmark Administration IBA, which Produced LIBOR. Prior to ICE, Goone was a senior executive at the Chicago Mercantile Exchange, where he created and developed many innovative products. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Stock Symbol: $GDEVWebsite: https://www.gdev.inc/Meet GDEV GDEV has comprehensive expertise in product development and marketing, ability to create popular in-house IPs and to build robust presence on the most accessible platforms, such as mobile and PC (web browsers and social networks). Our games portfolio is diversified across geography, platforms and number of titles.$480M FY2022 revenue400M+ installs worldwide800+ 2023 headcountThanks to our hit games like Hero Wars, Pixel Gun 3D, Island Hoppers and others, GDEV has reached over 400 million installs worldwide, built a team of 900+ inspired professionals working in 4 studios, and become one of the largest independent mobile game companies in Europe.Our strategic goal is the creation of a collaborative network across our portfolio. We promote active cooperation between studios for incremental value-add and expertise sharing which creates a natural attraction point for the next generation of creative talent.Our StudiosSince our IPO on the Nasdaq stock exchange in 2021, we have experienced significant growth. At that time, we had only one studio with a single popular franchise, but we were determined to expand our presence. Today, GDEV has evolved into a dominant force in the gaming industry, with a diverse and thriving portfolio of studios located worldwide.Nowadays, GDEV has ambitious goals to further strengthen our position in the industry. We believe that our track record of delivering exceptional games and our ability to speak the language of founders truly sets us apart in the industry. With a focus on excellence and a commitment to pushing the boundaries of what is possible, we are poised to continue our success and remain at the forefront of the gaming landscape. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

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 culmination of nearly 30 years of investment experience in a broad range of markets combined with a rigorous academic background and practical quantitative expertise. Mr. Gebhardt’s experience can be divided into two parts. First, as an academic and “quant”, he received a PhD in Finance from Cornell University focused on applying trading strategies grounded in behavioral finance theories to equities and corporate bonds. He held a position as an Assistant Professor of Finance at the University of California at Davis and later worked for Barclays Global Investors where he was responsible for the research and development of trading signals for BGI’s European Long/Short Equity portfolio. The second part of Mr. Gebhardt’s career focused on proprietary trading and overseeing large proprietary trading businesses. Mr. Gebhardt worked in various roles for commodity trading businesses including Deutsche Bank as Managing Director, Head of European Power and Gas Trading and most recently as a Partner for a private equity funded energy trading merchant, Trailstone, where he was responsible for Trailstone’s European business. Mr. Gebhardt founded 10Dynamics in February 2020 and working with a small team of colleagues has fully implemented and automated the TAD system. Mr. Gebhardt has a B.S. in Chemical Engineering, an M.S. in Finance and a PhD in Finance. He has published peer-reviewed academic papers in the Journal of Accounting Research and Journal of Financial Economics. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

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 futures and securities instruments. He founded Chesapeake in February 1988. Chesapeake is a subadvisor to the Blueprint Chesapeake Multi-Asset Trend ETF, the Cambria Chesapeake Pure Trend ETF, and the AXS Chesapeake Strategy Mutual Fund. Jerry started his trading career in 1983 in Chicago when Richard Dennis hired him for the Turtle trading program. He received a Bachelor of Science in Accounting from the McIntire School of Commerce at the University of Virginia in 1980. Websites: Chesapeakecapital.com The fund websites are tfpnetf.com https://www.cambriafunds.com/mfut and https://www.axsinvestments.com/eqchx/ --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

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 mitigating market risk through volatility-driven tactical asset allocation, and even co-developed a VIX trading strategy that began trading on a proprietary basis using VIX ETPs in 2011. Together, they manage approximately $160.4 million in assets through ETFs, which include the Alpha Seeker strategy, the Tactical Beta strategy, and Tactical Q strategy – all of which implement volatility-driven tactical asset allocation. Learn More here: MSVX: https://www.lhafunds.com/msvxMSTB: https://www.lhafunds.com/MSTBMSTQ: https://www.lhafunds.com/MSTQ --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA, Partner, & CIO, At Fort Pitt Capital Group With $5.5B AUM   Website: https://www.fortpittcapital.com/   Dan Eye, CFA, Partner & CIO at Fort Pitt Capital Group ($5.5B in AUM) an independent, fee-only investment management firm that provides solutions-based portfolio management and consulting. Dan provides thought leadership on asset allocation, tactical investment positioning, security selection decisions, and formulates the overall economic view of the firm.   Bio: https://www.fortpittcapital.com/our-teams/eye-daniel-t-cfa/   FOCUS Dan is responsible for Fort Pitt’s overall investment style and strategy. He provides thought leadership on asset allocation, tactical investment positioning, security selection decisions, and collaborates with other investment team members to formulate the overall economic view of the firm. CAREER HIGHLIGHTS Dan Eye has nearly 20 years of investment management experience, starting with J.P. Morgan, where he actively managed discretionary portfolios for high-net-worth individuals. From there, he went on to construct and manage customized portfolios for ultra-high net worth clients with a Philadelphia-based firm. More recently, Dan served as Chief Investment Officer for Harrisburg-based RIA Roof Advisory Group. He lead all strategic and tactical decision making, analysis, research, and the implementation and monitoring of the firm’s investment decisions and processes. He joined Fort Pitt in 2019 as part of a merger and spent his first 3 years working closely with the firm’s leadership to provide overall guidance of the firm’s investment management processes, including ongoing evaluation of the firm’s comprehensive investment strategies as he prepared for the role of Chief Investment Officer. Dan was named as a Partner in 2022. EDUCATION BS, Wilmington University COMMUNITY INVOLVEMENT Dan is currently actively involved with Central Pennsylvania Food Bank and Junior Achievement. PERSONAL Outside of the office, Dan enjoys fishing, following college football, and spending time with his wife and two daughters. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

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 strategies with 20 years of investment performance. Dedicated to building better alternative investment portfolios for fee based financial advisors and their clients, he has been interviewed on popular podcasts, profiled in the Wall Street Journal, Business Insider and featured on CNN, CNBC & Bloomberg. Cole is a graduate of the Harvard Business School OPM program and a member of the Harvard Club NYC. Along with Eric Crittenden of Standpoint Asset Management, Cole Wilcox is the author of #1 Google search ranked research papers that shaped the firm's alternative investment strategies. Their work has been cited by Dr. Hendrick Bessembinder in his ground-breaking research on the wealth distribution of individual stocks. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

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 earned his PhD in financial modeling from Concordia University, then right after he founded Financial Modeling Prep. Initially, the platform was a modeling website focused on discounted cash flow (DCF) analyses. However, it later transformed into an API to meet the high demand for clean and aggregated financial data. Jack Zhang is an experienced Management Consultant and Data Systems Architect with a demonstrated history in the financial services industry. He specializes and has a deep understanding of data analytics & visualization, system process optimization, data architecture design, and machine learning. With a wide range of job experiences, from Sales at PepsiCo, to Real Estate at Berkshire Hathaway, he's a curious and passionate individual striving for growth and change. Jack initially co-founded Utradea to revolutionize how retail investors consume financial insights by bridging the financial knowledge gap with a custom NLP AI model. A few years after, Jack stepped in as CEO and took over FMP to optimize, scale and vertically integrate FMP's data architecture to offer one of the most comprehensive financial data API in the market. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

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 statements concerning expected future events, future financial performance, business strategies, plans, future operations, industry conditions, regulatory environment, or anything else that is important. Words such as "anticipate," "estimate," "expects," "projects," "intends," "plans," "believes," "predicts," "target," "may," "could," "would," "will," "potential," "continue," and similar expressions are intended to identify such forward-looking statements, but are not the exclusive means of identifying these statements. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from those anticipated. Factors that might cause such differences include, but are not limited to: (i) changes in demand for our products and services; (ii) changes in the economic and regulatory environment; (iii) competition from existing and new competitors; (iv) unforeseen technical difficulties; (v) changes in market, political, or regulatory conditions; and (vi) other risks and uncertainties detailed in the company's most recent Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q, and other documents filed with the Securities and Exchange Commission. Any forward-looking statements included in this interview are based on information available to the company as of the date of this interview, and we do not undertake any obligation to update these statements in the future, except as required by law. We advise readers to consult the company's SEC filings for a more detailed discussion of the risks that could impact our future operating results and financial conditions. General Disclaimer and No Investment Advice The information provided on the SmartMoneyCircle show is for general informational purposes only and should not be construed as investment advice or a recommendation to buy, sell, or hold any securities. No information herein is intended to provide tax, legal, or investment advice, nor is it an offer or solicitation of an offer to buy or sell any investment vehicle. Investing in the securities market involves risk, and past performance is not indicative of future results. Any results shown are not typical. No earnings claims are being made. Potential investors are urged to consult with professional investment, legal, and tax advisors before making any investment decision. The contents of this communication have not been verified by any independent source and should not be considered as guaranteed in accuracy or reliability. Readers should not place undue reliance on any statements that are made. We caution you against placing undue reliance on any forward-looking statements, which are applicable only as of the date they are made. We disclaim any obligation to update or revise any forward-looking or marketing statements to reflect any change in our expectations or any changes in the events, conditions, or circumstances on which any such statement is based, except as required by law. Invest at your own risk. This disclaimer emphasizes that no investment advice is being offered, and that information is provided for general purposes, also highlighting the inherent risks of investing, among other things. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

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 and industry experience working at the interplay of science and business. His experience offers him a unique combination of business acumen and scientific credibility with the ability to assess, quantify, and bridge both disciplines. Howard gained corporate experience with increasing responsibilities and positions as a Medical Science Liaison at AbbVie where he spent 7.5 years launching Venetoclax in CLL and later, supporting numerous solid tumor assets. He also served in leadership roles at Novartis Pharmaceuticals and later Eli Lilly where he was the scientific point of contact between the company and key opinion leaders for development and initiation of collaborations, clinical trials and investigator initiated trials. Howard began his career at MD Anderson Cancer Center in the technology transfer division where he was responsible for assessing the market, patent, and scientific merits of numerous oncology-based technology platforms in order to ascertain their commercial viability He received a Bachelor in Biology from the University of Michigan and a Masters and Ph.D. in Neuroscience and Pharmacology from Weill Cornell Medical School. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

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 expertise in global sales and distribution leadership, marketing, business development and strategic planning. Sal also has substantial experience establishing startups and reengineering companies. He has consistently demonstrated his ability to develop and implement highly successful sales and marketing plans that have dramatically increased assets under management and has identified and developed distribution channels that have substantially contributed to net income.Prior to joining Dunham & Associates, Sal served as CEO/Global Wealth Management for Thomas Lloyd Group, where he was responsible for establishing sales and distribution in Europe and the Americas. He has also served in executive capacities with New York Life Investment Management, BlackRock Funds, Chase Manhattan Bank, and Shearson Lehman Brothers. At BlackRock, he served as Executive Vice President/Managing Director and was responsible for the startup and prominent growth of their mutual fund business. He is credited with developing the retail distribution platform there and substantially growing the complex during his eight-year tenure. Sal received a B.A. in History from Baruch College and holds FINRA Series 6, 7, 22, 24 and 63 registrations. About Dunham & Associates Dunham & Associates Investment Counsel, Inc. is an accessible, full-service wealth management firm which has been challenging the industry’s thinking for nearly four decades. The company’s differentiated investment strategies and approaches are designed to strengthen the investment process, relieve investment stress, and secure the best possible outcomes for clients. Financial advisors can utilize Dunham’s client service and asset allocation programs to optimize portfolio management. In addition to concierge back-office support, advisors can work with Dunham to create carefully engineered and well-balanced portfolios using innovative mutual fund strategies. Wherever possible, the compensation of Dunham’s sub-advisors is tied directly to the success of investments, in accordance with the firm’s commitment to accessibility, accountability, and fairness. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

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_qoydp2PJ8MEj3tNOAj7x_AxNgGXnKZb3e-vY15oUnMf_ATMhjsYexCG0Jy3GI4Qz6zhcUpbxT0eWCsh6CZLeXx-5JU0v-lmze5CBPfr9Z8ArANtBh9zrxqqLPhzpli_GX1z_iIEwPQ2_2Zc87mD_5BR5m60Pyu7_p-o0hSYhqipjTBip0-DjCaP9Mcp_9IJzMHZQ1EA4.s3629J44iVPSCDlcJbDQaXQHGO-HA1OML_KkCDQJJ7Y&dib_tag=se&keywords=Bucket+Plan+Book&qid=1712758052&sprefix=bucket+plan+book%2Caps%2C167&sr=8-2 --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

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 from $25 million to $1.4 billion sale to GlaxoSmithKline. As CEO of ProPhase Labs, he restructured the go-to-market strategy for the flagship product Cold-EEZE, turned around and significantly grew revenues, ultimately selling it for $50 million to Mylan. ProPhase Labs is a fast-growing biotech, genomics and diagnostics company due to its commitment to growth, innovation, and execution excellence outlined in Ted’s high growth roadmap. He pivoted into industry leading CLIA labs, and then further diversified by acquiring genomics leader Nebula Genomics. Constantly innovating, Ted then created ProPhase BioPharma to deliver antivirals, cancer tests and therapeutic cancer compounds. The new acquisitions and legacy businesses work to drive synergistic growth with multi-billion-dollar potential. He holds a BS in Psychology from Tufts University with Magna Cum Laude Honors and an MBA in Finance from Columbia University School of Business with Beta Gamma Sigma Honors. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support