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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.
253 Episodes
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Guest Name:Scott Buchanan, COO, of Bitcoin Depot $BTMWebsite:https://bitcoindepot.com/Ticker:NASDAQ: BTMBio:Scott Buchanan serves as the COO of Bitcoin Depot, where he oversees the day-to-day operations of the business as well as long-term strategic planning. In his role, Scott applies his long-standing passion for solving complex problems and optimizing business processes to maximize results. He brings a strong professional background in accounting and finance, having previously worked as a manager for Acuity Brands and an assurance associate for KPMG. Scott is also a Certified Public Accountant with a master’s degree in accounting from Wake Forest University. 
Guest: Heath Fountain CEO of Colony BankcorpWebsite:https://colony.bank/Ticker: CBANBio:T. Heath Fountain is the Chief Executive Officer of Colony Bankcorp, Inc., a leading community bank headquartered in Fitzgerald, Georgia. Fountain joined Colony Bank on July 30, 2018, as President and CEO, and also serves on the company’s Board of Directors and Executive Committee. Under his leadership, Colony Bank has achieved the number one deposit market share among community banks in Georgia. The bank has grown to more than $3.1 billion in assets and expanded its presence across the state of Georgia, as well as into Birmingham, Alabama, Tallahassee, Florida, and the Florida Panhandle.
The Power of the Patch: Serguei Melnik Shares How Nutriband Is Disrupting The Drug Delivery BusinessGuestSerguei Melnik Founder & President Nutriband Ticker: NTRBWebsite:https://www.nutriband.com/Bio:Mr. Melnik has been involved in general business consulting for companies in the U.S. financial markets and setting up legal and financial framework for operations of foreign companies in the U.S.Mr. Melnik advised UNR Holdings, Inc. with regard to the initiation of the trading of its stock in the over-the-counter markets in the U.S., and has provided general advice with respect to the U.S. financial markets for companies located in the U.S. and abroad. From February 2003 to May 2005 he was the Chief Operations Officer and a Board member of Asconi Corporation, Winter Park, Florida, with regard to restructuring the company and listing it on the American Stock Exchange.Mr. Melnik from June 1995 to December 1996 was a lawyer in the Department of Foreign Affairs, JSC Bank “Inteprinzbanca,”, Chisinau, Moldova, and prior thereto practiced law in Moldova in various positions. Mr. Melnik is fluent in Russian, Romanian, English and Spanish.Full bio here: https://www.nutriband.com/team-1/serguei-melnik
Don’t Mistake Risk For Stress: Direxion’s CEO Douglas Yoneson Risk, Reward, and Leveraged ETFsGuest: Douglas Yones CEO of DirexionCompany: Direxion ETFWebsite: https://www.direxion.com/ AUM: $50 BillionBio:As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institutional investors. He drives partnerships with regulators and distribution channels to solidify Direxion's leadership in Leveraged and Non-traditional ETFs. With decades of expertise in asset management, ETF structures, capital markets, and compliance, Douglas serves on Direxion's Executive Management Committee.Previously, Douglas was Head of Exchange Traded Products at the New York Stock Exchange, managing listings for ETPs, Closed-End Funds, and SPACs. His tenure included supporting over 2,000 ETF launches and consulting with more than 250 asset managers on their inaugural funds. Before that, Douglas spent 17 years at Vanguard, leading Domestic Equity Indexing/ETF Product Management and contributing to ETF development across the United States, Canada, Europe, Latin America, Asia and Australia.Douglas holds a ChFC®, CETF®, an MBA from Villanova, and a bachelor’s degree from Penn State. A FINRA-registered Options and General Securities Principal, he is a prominent advocate for ETF investor education globally. His contributions include the creation of ETFcentral.com, furthering the development and adoption of the Certified ETF Advisor CETF® program, and producing educational content via podcasts and digital platforms to advance ETF adoption and understanding for investors worldwide.Note: Please Read The Full Disclaimer On The Company's Website:An investor should carefully consider a Fund’s investment objective, risks, charges, and expenses before investing. A Fund’s prospectus and summary prospectus contain this and other information about the Direxion Shares. Click here to obtain a Fund’s prospectus and summary prospectus or call 866-476-7523. A Fund’s prospectus and summary prospectus should be read carefully before investing.Leveraged and Inverse ETFs pursue daily leveraged investment objectives which means they are riskier than alternatives which do not use leverage. They seek daily goals and should not be expected to track the underlying index over periods longer than one day. They are not suitable for all investors and should be utilized only by sophisticated investors who understand leverage risk and who actively manage their investments.Direxion Funds Risks — An investment in the Funds involves risk, including the possible loss of principal. The Funds are non-diversified and include risks associated with concentration risk which results from the Funds’ investments in a particular industry or sector and can increase volatility over time. Active and frequent trading associated with a regular rebalance of a fund can cause the price to fluctuate, therefore impacting its performance compared to other investment vehicles. For other risks including correlation, compounding, market volatility and risks specific to an industry or sector, please read the prospectus.Direxion Shares ETF Risks — An investment in the ETFs involves risk, including the possible loss of principal. The ETFs are non-diversified and include risks associated with concentration that results from an ETF’s investments in a particular industry, sector or company, which can increase volatility... The rest of the disclaimer is on the company's website
Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft’s eVTOL Revolution (HOVR)GuestE. Brandon Robinson, Co-Founder & CEO, Horizon Aircraft $HOVRTicker: HOVRWebsite:https://www.horizonaircraft.com/BioBrandon flew CF-18s in the Royal Canadian Air Force for two decades and managed capital projects up to $4B, including the F-35 acquisition. The co-author of several successful aerospace patents, he is at the vanguard of the Advanced Air Mobility movement and holds a Bachelor of Mechanical Engineering from Royal Military College, an MBA from Royal Roads University, and has an Airline Transport Pilot’s License.
Aaron Day’s Amaze.co: Empowering Creators to Earn More Money - $AMZEGuestAaron Day Co-Founder & Chief Executive OfficerStock Ticker: AMZEWebsite: https://www.amaze.co/BioAaron Day brings over two decades of executive leadership experience to Amaze, with a track record of successfully scaling companies across multiple industries, including technology and industrial manufacturing. Previously, Aaron served as CEO of several companies, including Trend, and held key leadership roles with organizations like Canva, where he contributed to its meteoric growth within the digital design space.Aaron’s visionary leadership has been instrumental in driving Amaze’s strategic evolution into a leading player in the creator content ecosystem, empowering individuals to transform their passions into thriving businesses.
Guest:Craig Brockie – Best Selling Author & Founder Ultimate Health Solutions BioCraig Brockie is a best-selling author and founder of the Ultimate Health movement. After losing his health as a young man, he spent the next three decades and 7 figures researching advanced health and performance-enhancing technologies.Links to Resources Mentioned:Follow Craig on X: http://x.com/craigbrockieProbiotic Yogurt Maker: (Your affiliate link or) https://amazon.com/ultimate Dr. Berg's "Fix Your Gut with One Microbe" video: https://youtube.com/watch?v=nZV1oYv5DdoFREE first chapter of "Ultimate Health" book: https://CraigBrockie.com/free FREE Ultimate Peptide Cheat Sheet: https://CraigBrockie.com/cheatsheet Mental Health Supplements: https://TrueHope.com"Dianetics: The Modern Science of Mental Health": https://Dianetics.org Sauna Detox Program: https://ClearBodyClearMind.com FREE course to regain self-respect: https://scientologycourses.org/tools-for-life/integrity/progress.html
What’s The Value Of Your Life? Jay Jackson Chairman & CEO of Abacus Global Management - $ABL Wants To Help You Find OutGuest:Jay JacksonChairman & Chief Executive Officer, Abacus Global ManagementTicker: $ABL Website: https://abacusgm.com/BioJay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (Nasdaq: ABL). He is an expert in investments, alternative assets, and portfolio management, with a passion for innovation and growth. Jackson is committed to advancing the knowledge and practice of wealth management in the age of longevity. Mr. Jackson began his career at Franklin Templeton Investments, where he served as Vice President for more than a decade. Prior to joining Abacus, Mr. Jackson co-founded and managed the Fayerweather Street Life Fund, as well as the Cambridge Life Management origination platform for FDO Partners, a $3 billion quantitative investment firm founded by Harvard Business School Professor Ken Froot. With over 20 years of experience in the financial services industry, Jay pioneered the four distinct yet complementary divisions of Abacus Global Management: Abacus Life Solutions, Abacus Asset Group, ABL Tech, and ABL Wealth. About Abacus Global Management: Abacus is a rare offering: serving as the originator and market maker of the asset we purchase and manage, we provide a distinct advantage for consumers seeking to monetize insurance policies and investors seeking to deploy capital, as we are deeply entrenched at every stage of the process. In a highly regulated and difficult-to-access insurance marketplace, we provide the maximum opportunity for the consumer and ensure the quality of the underlying asset for investors. With $10 billion in face value of policies purchased since 2004, Abacus is the only publicly traded global alternative asset manager focused on lifespan-based financial products, available on the Nasdaq Exchange under ticker symbol ABL.
About The SMC ShowWe interview the "Smart Money" - money managers and CEO's of publicly traded companies for timeless advice. Visit SmartMoneyCircle.com To Learn MoreGrant Cardone Shares The #1 Most Important Thing He's Learned About Money & Other Timeless LessonsWebsite:https://cardonecapital.com/GuestGrant Cardone CEO Cardone CapitalCardone Training TechnologiesBioGRANT CARDONEPRIVATE EQUITY FUND MANAGER & REAL ESTATE INVESTORCEO of Cardone Capital and Cardone Training Technologies, Inc.Grant Cardone owns and operates over seven privately held companies, and a private equity real estate firm, Cardone Capital, with a multifamily portfolio of assets worth over $5 Billion. He is one of the Top Crowdfunders in the world, raising over $1.63 Billion in equity via social media. Cardone is featured on Season 2 of Discovery Channel's Undercover Billionaire, where he takes on the challenge of building a million-dollar business in 90 days. Grant is also a New York Times bestselling author of If You’re Not First You’re Last and bestselling author of 11 business books, including The 10X Rule, which led to Cardone establishing the 10X Global Movement featuring the 10X Growth Conference and 10X Wealth Conference, which is known as the most influential business and entrepreneur conference in the world.For over 35 years, Grant Cardone and Cardone Training Technologies, Inc. (CTTI), a global consulting firm have been trusted providers of comprehensive business training and consulting. The online business and sales educational platforms Cardone created serve over 850,000 individuals, businesses and Forbes 100 clients throughout the world. CTTI extensive offerings include online courses, live workshops, on-demand content, and personalized coaching, all meticulously designed to cater to the evolving needs of modern organizations. From new-hire training that accelerates onboarding to continuous education certifications as your company and sales team grow, we provide unmatched online sales training. With more than 8,000 fully interactive video segments and 24/7 access and support, CTTI enables companies and individuals to leverage the unparalleled expertise of Grant Cardone and Cardone Training Technologies Inc. to achieve exceptional business success.For more information, visit https://www.cardonetraining.com or follow us on social media.Voted the top Marketing Influencer to watch by Forbes, Cardone uses his massive 16 million+ following to give back via his Grant Cardone Foundation, a non-profit organization dedicated to mentoring underprivileged and troubled youth in financial literacy.
Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B FirmErnest Csak CFP Main Street Financial Solutions with over $3B in AUM Guest:Ernest M. Csak, CFP® Main Street Financial Solutions, LLCWebsite: www.msfsolutions.comBioErnest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995. Prior to joining Main Street Financial Services, Ernie worked at Merrill Lynch for 10 years, serving individual, family, and estate planning needs, as well as managing corporate retirement plans. Ernie has experienced various market cycles, enabling to him to help his clients remain focused on the long-term.Ernie brings an unparalleled enthusiasm in helping people understand the importance of a solid financial plan. He prides himself on having a great way of explaining financial matters that are easy to understand.As a result of an ever-present desire to grow professionally, he secured his CFP® certification in 2016, to further solidify his commitment in serving his clients need for financial planning. Working as a fiduciary is very important to Ernie, which is why he joined MSFS.Ernie graduated from SUNY Albany with a bachelor’s degree in economics. He is fluent in German and is an avid chess player. He lives with his wife and 3 dogs, and you can frequently find them taking in baseball games.Disclaimer: Investment advisory services offered through Main Street Financial Solutions LLC. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied upon for, tax, legal or accounting advice. For important disclosures about Main Street Financial Solutions, LLC, including our Part 3 Relationship Summary (“Form CRS”), please visit https://adviserinfo.sec.gov/firm/summary/305834.
GuestAdam Gillman | Co-Founder and President of Hiya Health- Children’s Wellness Company Website:https://hiyahealth.com/ BioAdam Gillman is a seasoned entrepreneur and business executive with a track record of launching and scaling consumer-focused companies. As the Co-Founder and President of Hiya Health, he has built one of the leading children’s wellness brands, revolutionizing the way families approach health with clean, science-backed products, starting with a reimagined children’s vitamin.With deep expertise in brand building, supply chain optimization, and strategic growth, Adam has successfully navigated complex industries to bring innovative solutions to market. His passion lies at the intersection of innovation and consumer engagement, ensuring that products don’t just exist—they make a meaningful impact.Beyond business, Adam is dedicated to leadership, health, and personal growth—but above all, his greatest priority is his family, building a life of strength, love, and purpose for his wife and children.
This 9-Figure CEO's #1 Longevity Secret & Why Your True Age Helps You Live Longer and HappierGuest: Matthew Dawson, MD Website:https://www.trudiagnostic.com/Bio:Dr. Matthew Dawson is the founder of Wild Health, a genomics based precision medicine company, and the CEO of TruDiagnostic, an epigenetics testing lab. He has authored two textbooks, published over 2 dozen studies, lectured in over 20 countries, and won national awards for education and innovation. His passion is unlocking the secrets of the genome and epigenome and using it to optimize health and maximize healthspan. He lives in the woods with his wife, 4 children, and two dogs.
This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And AboveGuestJack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B)Website:https://callanfamilyoffice.com/Bio:Having extensive experience that extends across ultra-high-net-worth wealth management and corporate banking, Jack Ginter is responsible for the firm’s overall growth and management, with a focus on optimizing the client experience and delivering exceptional client service. He takes a leading role in fostering strategic relationships, business development, and team building. At Callan Family Office, Jack builds on his three-decade career of creating and building complex businesses.Prior to Callan Family Office, Jack served as president at Abbot Downing, Wells Fargo’s ultra-high-net-worth business, where he oversaw the merger of legacy family office businesses, which ultimately accounted for more than $50 billion in assets under management. He also served as interim head of The Private Bank at Wells Fargo in 2021.In 2008, Jack joined Calibre, Wachovia’s ultra-high-net-worth management business and a predecessor bank of Wells Fargo, where he served as the regional managing director in Philadelphia. Earlier in his career, he worked as the city executive for U.S. Trust in Philadelphia.Jack graduated from Saint Joseph’s University in Philadelphia with a bachelor’s degree in finance. He serves as vice chair of the board of directors for the Zoological Society of Philadelphia and was previously an executive advisor to the Wells Fargo Women’s Team Member Network.
The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold AmbitionGuest:Robert Bob Quartermain – CEO President and Vice Chairman of Dakota Gold Corp DCWebsite: https://dakotagoldcorp.com/Ticker: DC BioRobert QuartermainCo-Chairman, Director, President and CEODr. Quartermain currently serves as Co-Chairman, Director, President and CEO of Dakota Gold, and was previously the Executive Chairman of Pretium Resources Inc., which he founded in October 2010. Prior to Pretium, he was President and Chief Executive Officer of Silver Standard Resources Inc. (now SSR Mining Inc.) for 25 years from 1985-2010. Dr. Quartermain holds a Bachelor of Science from the University of New Brunswick, a Master of Science from Queens University, his Professional Geoscience certification from the Engineers and Geoscientists BC and Honorary Doctor of Science from the University of New Brunswick. In addition to his focus on Dakota Gold, Dr. Quartermain has a number of education, wildlife and social justice philanthropic interests that he supports.Dr. Quartermain was inducted into the Canadian Mining Hall of Fame ("CMHF") in August 2022 for his significant contributions to the mining and exploration industry in Canada and internationally over his career.
This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… Guest:Ed Cofrancesco, Chief Executive Officer of International Assets AdvisorWith $5.5B AUMWebsite: https://www.iaac.com/Bio:For the two years before joining International Assets, Ed was engaged in various entrepreneurial and consulting activities. During this time, he was a Director for both Pluris Partners, LLC and Telluride Partners, LLC. Both firms were engaged in providing consulting services to private and public micro-cap companies.Before that, Ed was a Director, Executive Vice President and COO of International Assets Holding Corp., a NASDAQ listed financial holding company. While there he rebuilt the Equity Trading Department and developed and implemented all equity trading and sales strategies. During his tenure, he increased trading revenues 1500%. Having started there during a period of continuing losses, he led the firm back to profitability and was successful in bringing in new investors that increased the firm’s capital by over 50%. Working with his new management partners, he built operations to support new business lines including Fixed Income, Asset Management, Precious Metals, and Foreign Exchange divisions.Previously, he served as a Vice President of International Institutional Sales at Lehman Brothers, Inc. For 7 years he was a Vice President with Raymond James and Associates, Inc. where he started the International Trading and Operations Departments. He was responsible for overseeing all International Equity, OTC ADR, and Foreign Exchange trading with over 50,000 retail and institutional trades per annum across more than 25 markets with gross commissions over $20 million.Mr. Cofrancesco has also held positions with Discount Corporation of New York, Security Pacific National Bank, Bradford Trust Company, United States Trust Company of New York and Shearson American Express. He holds Series 7, 8, 24, 55 and 63. licenses.
This CEO Manages $1B & Owns 9 Restaurants By Empowering PeopleDavid Steele, Founder & CEO Of One Wealth Advisors -Independent Advisory Firm over $1BAnd founder -Flour + Water restaurant company with 9 restaurants and a consumer packaging business. Website:https://davidsteele.xyz/About DavidMy primary role is as the co-founder and CEO of One Wealth Advisors, where we help people simplify their lives and achieve financial goals through Financial Life Planning.I am also the co-founder and Executive Chairman of Flour + Water Hospitality Group and the co-founder and Managing Partner of Great Gold Hospitality Group. Additionally, I bring extensive expertise and a range of resources to small business consulting, primarily in, but not limited to, the hospitality space. Alongside my teams, we support clients in various aspects of business development and operations to help them achieve their goals and vision.The culinary, health, arts, and entertainment worlds are particularly important to me, as reflected in my advisory roles with Noise Pop, Brilliant Corners, Rad Restaurant Group and Folk Studios. While my background may suggest diverse interests, everything I do follows a consistent, disciplined approach: working collaboratively with partners and team members, setting clear goals, developing and executing strategic plans to achieve those goals, and continually monitoring results to ensure success.Financial Life Planner • Restaurateur • Small Business Consultant • Playwright • Visual Artist
Guest:Philip Palumbo, Founder, CEO and Chief Investment Officer, Palumbo Wealth Management (AUM: approximately $650M)Website: https://palumbowm.com/Bio:Philip G. Palumbo is Founder, CEO and Chief Investment Officer of Palumbo Wealth Management. He is a contributor on CNBC, Bloomberg, Reuters, Schwab Network, and Cheddar News. His market insights have been quoted in such leading publications as The Wall Street Journal and Barron’s. He has authored, Make Work Optional, a book dedicated to assisting individuals and families on how to properly plan and invest their money. He served as Senior Vice President and Senior Portfolio Manager at UBS before forming Palumbo Wealth Management, a full-service boutique wealth management firm. Over the past 20 years, Philip has held senior roles with several major financial institutions, and he has successfully assisted families and individuals navigate some of the most challenging market environments in recent history. The leadership Philip provided for his clients during these difficult markets has helped them achieve their most important financial goals as they prepare for retirement.Philip’s UBS practice, the Palumbo Wealth Management Group, was a premiere Long Island-based wealth management team. He has lectured and taught several thousands of families and individuals throughout his career at a major university on subjects such as retirement and investment planning, tax, estate and trust planning, family governance and asset protection.Philip has long held a tremendous inner passion for delivering exceptional financial advice and guidance to his clients and always putting their interest first before anyone else, no matter what. He has always felt that the way financial institutions deliver wealth management can be greatly improved. For this reason, Philip registered Palumbo Wealth Management as a Registered Investment Advisor. His vision was to create an environment where the only focus was on what is best for their clients.Philip wants clients to know that the Palumbo Wealth Management serves as legal fiduciaries on every piece of advice it gives them, and the firm has unlimited access to the best in breed products, services and research that are available within the financial services industry. Palumbo Wealth Management isn’t just focused on profits, but rather on delivering an incredible world class experience and service offerings that would make clients proud.As the firm’s Chief Investment Officer, Philip has spent countless hours researching the changing economic environments and how various investment categories have performed over a 50-year time period. His findings from this research are the foundation to the investment models he utilizes to assist his clients in achieving their financial goals. Philip has 20 years of experience managing money over some of the most difficult and volatile market periods in history and he has used this experience and research to guide his clients effectively in achieving their financial goals.Philip feels we all get one chance at life. Putting your best self forward and doing what you feel is right based on your core values and beliefs systems, is the WHY behind forming Palumbo Wealth Management.Philip has earned the Certified Financial Planner (CFP®) designation. This designation is awarded to individuals who complete two years of specialized education, pass a comprehensive two-day examination, have required experience and meet ethical and continuing education requirements. Topics covered include retirement planning, insurance, employee-benefit planning, income planning, estate and trust planning, tax planning and investment strategies.Read the rest of his bio here:https://palumbowm.com/about/our-team/
This Man Built A $20B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value.GuestJonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $20B Bio:In his role as Executive Chairman, Jon continues his intense focus on producing ever better net outcomes for clients. He serves as a full-time advisor to the Firm’s Management Committee and spends time with the families and nonprofits we serve. Jon appears regularly on national broadcast networks including CNBC, Fox Business and Bloomberg Television. He is highly sought after for his commentary on investing and was dubbed the "Oracle of Outsource" by Pensions & Investments as Hirtle Callaghan is best known for its role in pioneering the outsourced CIO (OCIO) model for families and institutions. Prior to founding Hirtle Callaghan, Jon worked at Goldman Sachs advising family groups and institutions on investment strategy and securities selection. Previously, he served as an officer in the United States Marine Corps. He earned his B.S. and M.B.A. degrees from The Pennsylvania State University.
This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies...Guest: Thomas Carroll, Founder & CEO, Ballast Rock $500M AUMWebsite:https://www.ballastrock.com/Bio:Tom has been an active private asset investor for well over a decade. After a successful career on Wall Street, he founded Ballast Rock in 2018 as a vertically integrated real estate investment firm. By building an exceptional team and leveraging their collective experience in risk mitigation, operational excellence, regulatory compliance and with a relentless focus on our investors, Tom and the team have grown Ballast Rock into a diversified financial services company. Ballast Rock currently comprises:• Ballast Rock Asset Management: both real estate and venture capital asset management, empowering individual investors with democratized access to private investments;• Ballast Rock Capital: a FINRA regulated broker/dealer;• Ballast Rock Private Wealth: an SEC registered investment advisor providing bespoke wealth management advice; and• The Ballast Rock Foundation: a charitable foundation focused on alleviating housing insecurity in our community.Prior to founding Ballast Rock, Tom spent fourteen years working in finance. Most recently, he concluded nine years at Goldman Sachs & Co. as a trading desk head on the New York Fixed Income, Currencies and Commodities trading floor. His international career at both Goldman Sachs and HSBC, led him to live and work in New York, London, Dubai, and Sao Paulo. He has headed multiple desks primarily focused on structured finance, complex derivative transaction execution, and institutional investor marketing.BR Website Disclaimer: The information contained on the Ballastrock.com web site has been prepared by Ballast Rock Capital LLC MEMBER: FINRA / SIPC (“Ballast Rock”), which is located at 460 King Street Suite 200, Charleston, SC 29403. 800-204-2513. Information is presented without reference to any particular user’s investment requirements or financial situation. Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a private offering of securities. An investment in private securities would be speculative and would involve a high degree of risk. Investors must be prepared to bear the economic risk of such an investment for an indefinite period of time and be able to withstand a total loss of their investment. Please consider carefully the investment objectives, risks, transaction costs, and other expenses related to an investment prior to deciding to invest. Any private placement securities transactions or related activities offered by a registered representative are conducted in their capacities as registered representatives of Ballast Rock. Please see our Form CRS.
This CEO is Using AI to Detect Heart Disease Early – Meet Andrew Simpson CEO of Heart Sciences $HSCS Guest: Andrew Simpson Chairman and CEO / Board Member Heart SciencesTicker: HSCSWebsite:https://heartsciences.com/Bio:Andrew Simpson Chairman and CEO / Board Member Heart SciencesSince March 2022, Andrew Simpson has served as our President and Chief Executive Officer. Mr. Simpson has also served as the Chairman of our Board of Directors, since June 2013, and as a director of our Company since July 2012. Mr. Simpson has over 30 years’ experience across a variety of business sectors and sizes. He was Group CEO of The Peel Group from 2006 to 2010, which is a large private company in the UK which, at the time, had approximately $8 billion of business assets across the real estate, ports, airports, energy, media, telecoms and environmental sectors. He was a main board director of Speedy Hire plc from 2003 to 2006 (during which time it became a FTSE 250 company) and during his tenure was Managing Director of its Equipment Rental division which had revenues of approximately $200 million and was also responsible for the Group’s development and expansion which included seventeen acquisitions and several non-core divestments. Mr. Simpson qualified as a Chartered Accountant with Price Waterhouse and spent eight years working in investment banking at Rothschild, advising on a wide variety of merger and acquisition transactions, debt and equity fundraisings, IPOs and other advisory assignments. Mr. Simpson graduated with first class honors in 1991 from Sheffield Hallam University in the UK where he received a Bachelor of Arts (honors) in Accounting and Management Control.
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Comments (1)

ann

This is a great program. Sean has a fascinating story and I love his perspective on investing. Here is some more from him https://wineandcountrylife.com/a-vineyard-retirement-in-virginia/ and https://wineandcountrylife.com/4-questions-you-should-ask-your-investment-manager/ that were published in a beautiful Virginia magazine.

Sep 24th
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