Smart Money Circle

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

Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUM Website: https://www.iconomi.com Learn more here: https://www.iconomi.com/private https://www.iconomi.com/digital-asset-management-platform Bio: Peter Curk is the CEO at ICONOMI, a trailblazing digital assets portfolio management platform designed to democratize access to the new economy, crafting tailored cryptocurrency solutions for all investor types. As an FCA-registered entity, ICONOMI ensures a secure, diversified, and carefully managed investment experience. With a decade of diverse experience, Peter’s expertise includes product marketing, growth marketing, brand strategy, and customer experience. At ICONOMI, he sets the vision and strategy, driving the company’s mission forward. Peter’s passion for innovation, technology, and entrepreneurship fuels his commitment to leading teams that deliver impactful solutions. His success in scaling businesses, launching new products, and developing engaged customer communities is a testament to his transformative leadership. Peter is dedicated to lifelong learning, holding certifications in compliance and innovation and staying abreast of the latest in marketing strategy and leadership through courses from prestigious institutions. More about Peter and his topics here: https://speakonpodcasts.com/peter-curk/ --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

“If it’s gonna be, it’s up to me.” Alan Snyder Democratizing Alternatives - Alan Snyder Founder & CEO of aShareX.com Website: https://www.asharex.com/ Bio: Alan Snyder Founder and CEO Alan is the Founder and CEO of aShareX. He is also the Managing General Partner of Shinnecock Partners, a family office investment boutique. Prior to forming aShareX, he was the Founder, CEO, President and Chairman of Answer Financial Inc. and Insurance Answer Center, CEO of Aurora National Life Assurance, President and COO of First Executive Corporation, and Executive Vice President and Board Member at Dean Witter Financial (predecessor to Morgan Stanley). Alan holds a Bachelor’s degree from Georgetown University and an MBA from Harvard Business School. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

How To Avoid Spectacular Failures With Leddar Tech CEO Frantz Saintellemy $LDTC Frantz Saintellemy, CEO of LeddarTech Website: https://leddartech.com/ Nasdaq: LDTC Bio: Engineer, innovator and internationally recognized expert in advanced technologies, Frantz has 25 years of experience in the electronics and automotive sector, with specialized knowledge in automotive, autonomous driving, AI, IoT and automation applications, in addition to business and product development, applications engineering, global sales and marketing. A dedicated entrepreneur and philanthropist, he is also co-founder of Groupe 3737, an incubator and innovation center that houses more than 30 companies and start-ups, in addition to offering a framework for ideation to revenue generation. Frantz joined LeddarTech in September 2017, having previously served as VP and General Manager of the Automotive and Industrial Division of Integrated Device Technology (NASDAQ: IDTI), a California-based company specializing in a broad array of complete mixed-signal solutions. Prior to IDT, Frantz was President and Executive VP of Global Sales and Marketing at ZMDI AG, a global supplier of MEMs-based sensor solutions for automotive and industrial applications, which was acquired by IDT in December 2015. Prior to ZMDI, Frantz was CTO and Corporate VP of Technical Marketing and Advanced Engineering Group at Future Electronics, a global distributor of semiconductors and passive, interconnect and electromechanical components. Throughout his career, Frantz has produced numerous patents and technical innovations. He also founded and co-founded many successful start-ups and corporations, the likes of which include SMGT Inc., Q-Links Home Automation, Groupe Reno-Metrix, Capital Plus and OMNI Global, and sits on several boards and advisory committees. Frantz holds degrees in electrical engineering, business and marketing, and is also a graduate of the MIT Sloan Engineering Fellows Program on Innovations and Global Leadership. He was appointed chancellor of the University of Montreal in October 2021. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Heather Welsh, SR. VP, and Wealth Planning Dept Leader Sequoia Financial Group $17B AUM CFP Website: https://www.sequoia-financial.com/ Bio As Vice President of Wealth Planning, I determine the strategic direction for the planning solutions created for Sequoia’s clients. I collaborate with the firm’s advisors and external partners to communicate timely, actionable planning-based recommendations to help clients achieve their wealth planning goals and objectives. Additionally, I oversee the firm’s planning-based relationships with external collaborators with whom we work closely to meet our clients’ tax, insurance, and retirement plan needs.   Beyond Wealth Planning, I participate in the firm’s Management Committee to assist in execution of our strategic plan. I have focused those efforts on our talent engagement strategy & leading Sequoia’s diversity and inclusion efforts. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

$PCSA Processa Pharmaceuticals, CEO, George Ng Talks About Developing Next Generation Treatment For Cancer & Other Chronic Diseases Company: Processa Pharmaceuticals Website: https://www.processapharmaceuticals.com/ Bio:https://www.processapharmaceuticals.com/about/management-team --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

$FHTX - Foghorn Therapeutics CEO Shares Timeless Advice & Tells Us How He’s Using Biology To Fight Cancer Guest: Adrian Gottschalk, President & CEO Foghorn Therapeutics $FHTX BIO: Adrian is president and chief executive officer of Foghorn Therapeutics. An experienced leader in biotech, Adrian is interested in solving complex issues at the intersection of science, medicine, and business on a global scale to help people and families dealing with diseases. Prior to joining Foghorn, Adrian spent 13 years at Biogen, where he was most recently a senior vice president and the neurodegeneration therapeutic area head. In this role, he was responsible for the late-stage development and commercialization of medicines for Alzheimer’s disease, Parkinson’s disease, and amyotrophic lateral sclerosis (ALS). During his time at Biogen, Adrian held additional roles of increasing responsibility ranging from head of corporate strategy, head of global commercial strategy, head of Japan, and head of the Japan, Australia and Emerging Markets geographies. He has also worked as a consultant for Price Waterhouse in Dallas, Texas. He holds a BS in biochemistry from Texas A&M University and received his MBA from the Sloan School of Management at MIT. He also holds an ScM degree from the joint Harvard Medical School / MIT Biomedical Enterprise Program, where his graduate work was focused on evaluating the costs and benefits of the Prescription Drug User Fee Acts and improving the efficiency of the drug development process. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

$PTPI Petro Pharma CCO – Fady Boctor – How To Take Smart Risks, Intelligently Guest: Fady Boctor, M.B.A, President and Chief Commercial Officer Website: PetrosPharma.com Bio Mr. Boctor has over 20 years of experience in the pharmaceutical industry, across a wide array of functions including Commercial Operations, brand and portfolio marketing, sales channel optimization, product portfolio strategy development and new product launches. Mr. Boctor has driven significant revenue growth for specialty biologics, mainstream Men’s Health product lines, rare/orphan disease therapeutics, and substance abuse rescue modalities. Mr. Boctor has worked for companies such as Novartis, Merck, Auxilium Pharmaceuticals, Endo Pharmaceuticals and Adapt Pharmaceuticals (Emergent Biosolutions). Mr. Boctor has his BA in International Relations from Hamline University, Masters in Diplomacy from Norwich University and his MBA from the University of Manchester Business School. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

$VWI ETF CEO & Co-Founder - Yang Tang - Shared Timeless Advice With The SMC Audience. VWI: www.vwietf.com Advisor site: www.archindicesadvisors.com Bio: Yang is the CEO and a co-founder of Arch Indices and Arch Indices Investment Advisors. Arch Indices is mission focused to make next generation portfolio solutions accessible for everyone. Arch Indices launched its first ETF in October 2023: VWI, a multi-asset income ETF. Yang spent over a decade in macro solutions, structuring and sales roles at Morgan Stanley, Citi, Deutsche Bank, and Credit Agricole CIB. In his most recent role as Head of Solutions Sales, Americas, Yang built the solutions sales desk from scratch to one of the most productive and highest grossing in the organization. Yang has worked with banks, insurers, and asset managers globally on solutions across asset classes for asset liability, yield enhancement, capital, and tactical opportunities. Yang has earned an MBA from Columbia Business School and a BS in Economics from Purdue University. Prior to Columbia, Yang worked in research and commodities sales. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

VEGN - Beyond Investing - CEO Claire Smith Shares Timeless Lessons Ticker: VEGN   Claire Smith CEO www ⁠beyondinvesting.com⁠ and ⁠www.veganetf.com⁠ BEYOND INVESTING Beyond Investing is a US-based registered investment adviser owned by three highly experienced investment professionals who follow a vegan lifestyle: CEO Claire Smith who has 34 years’ experience working in the finance industry in areas including derivatives, hedge funds research and analysis; Lee Coates, OBE, of UK financial advisor Ethical Investors and founder of Cruelty Free Super in Australia; and Larry Abele, founder of Auriel Investors, an FCA-regulated asset management firm in London.  Beyond Investing was formed in June 2017 with the aim of promoting the development of vegan investment products for the masses. Since that time it has undertaken investment research into public companies in order to develop ethical screening and proactive tilts that satisfy the values of the vegan community and indeed all investors who care about animals and the environment. In June 2018 Beyond Investing launched the US Vegan Climate Index (ticker VEGAN), a broad-based portfolio of US domestic companies that imposes vegan, climate, environmental and human rights screens. Beyond Investing sponsored the creation of the first ever vegan-friendly and climate-conscious US-listed Exchange Traded Fund (ETF), the US Vegan Climate ETF (ticker: VEGN), which was listed on the New York Stock Exchange in September 2019.  Websites: www.beyondinvesting.com  www.veganetf.com   Social media links: Facebook: https://www.facebook.com/beyondinvesting/  Twitter: https://twitter.com/BeyondInvest  LinkedIn: https://www.linkedin.com/company/beyond-investing/  Instagram: https://www.instagram.com/beyondinvesting     --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

$4B Rex Shares CEO Scott Acheychek - Finding Pockets In The MarketWebsite: https://www.rexshares.com/Bio:Scott joined REX Shares in 2016 after holding senior sales and leadership positions at several large global investment banks including Citi and AIG. Scott covered hedge funds, asset managers, and financial advisors for multi-asset and commodity specific solutions. Since 2006, he has worked on the launch of over 50 ETNs and ETFs. Scott graduated from Sacred Heart University with a B.S. in MathematicsFirm Bio - REX is an innovative ETF provider that specializes in alternative-strategy ETFs and ETNs. The firm created the MicroSectors and co-created the T-REX product lines of leveraged and inverse tools for traders and recently launched the first of a series of option-based income strategies. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

$POLA - Polar Power CEO, Common Sense Is Not Always A Reality Website: https://polarpower.com/ BIO: Arthur D. Sams is co-founder and President / CEO of Polar Power Ticker: $POLA - since 1979. Mr. Sams led the developed of the first solar vaccine refrigerators and solar air-conditioning. Under his leadership, Polar has grown to be a leading brand name in the design and manufacturing of DC and Solar Hybrid power systems for the telecommunications, defense, automotive, marine and industrial markets. He specializes in the design of thermodynamics and power generation systems. During his early career, he gained vast industry experience while working as a machinist, engineer, project manager, chief technical officer and consultant for various Fortune 500 companies, U.S. Department of Defense, and the U.S. Department of Energy. Mr. Sams studied at California State Polytechnic University and Pomona and the University California at Irvine with a dual major in biology and engineering. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Brian Spinelli, CFP, Co-CIO of Halbert Hargrove Global Advisors. Halbert Hargrove is a financial advisory firm with ~$3B in assets under management. Bio Brian joined Halbert Hargrove in 2006 and works with clients across the US; his responsibilities encompass running the firm’s investment committee as well as advising individuals and institutions on their investment and wealth advisory needs. He connects with clients from all walks of life: “I build relationships of trust by being knowledgeable and straightforward, and making a positive difference. Sometimes that means not sugar-coating issues—which I believe most clients come to appreciate.” Brian was named to HH’s management team in 2012. His colleagues call him organized, highly disciplined, and fearless in critical conversations with clients. He values “leading the firm’s clients and helping them feel understood, supported and confident in their plans and in the work we do for them. I am fascinated by capital markets as well, and enjoy the process of researching nontraditional approaches to investments.” Before joining Halbert Hargrove in 2006, Brian worked as a Financial Analyst with Northrop Grumman Corporation, reporting to the CFO and Director of Financial Planning; in this role, he carried out financial projections, market and portfolio analysis, and financial modeling. Brian earned his Bachelor of Arts in Business Administration – Finance from Loyola Marymount University in 2002 and his MBA from LMU in 2005. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™ professional. Website: https://www.halberthargrove.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

$LTAFX CEO - Be Patient With Your Capital - Gregory Sachs, Founder & CEO SCG Asset Management with over $100 million in assets under management. Mr. Sachs has been on Wall Street for over 30 years, He founded & Sold Deerfield Capital Management LLC, which had $17B in AUM. Deerfield focused on fixed income arbitrage, relative value trading strategies and structured products. Mr. Sachs now leads SCG Asset Management LLC and its Alternative Strategies Income Fund, a continuously offered, closed-end interval fund focused on equity linked notes. Ticker: $LTAFX Website: https://www.scgamllc.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Guest: Michael Weening President and Chief Executive Officer at Calix (Ticker: $CALX) Website: https://www.calix.com/ Bio: President and Chief Executive Officer Michael was promoted to president and CEO of Calix in September 2022, and is a member of the Board of Directors. He brings more than 20 years of experience leading growth, strategy and transformation to his role as President and CEO. Michael most recently served as the Company’s President and Chief Operating Officer since January 2021. Michael joined Calix from Salesforce where he served as the senior vice president of Global Customer Success and senior vice president, Japan and Asia-Pacific Customer Success, Services and Alliances. Over the span of his career, Michael has held executive positions in North America, Europe and Asia. Previously, Michael held leadership roles at Bell Mobility in Canada, where he was vice president of business and consumer sales. Michael also held sales leadership roles at Microsoft, in Canada and the United Kingdom. Michael holds a Bachelor of Arts in Business Administration, from Brock University supported by ongoing executive education at Queens, Wharton and USC. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Remember To Like, Share, & Subscribe! Title: Clarity Matters, Ambiguity is Dangerous. Thomas Logan, Founder & CEO Mirion Technologies $MIR Bio: Thomas Logan is the Founder, Chairman, and Chief Executive Officer of Mirion Technologies, where he is responsible for all aspects of the company's operations. Previously, Mr. Logan served as CEO for Global Dosimetry Solutions. Mr. Logan has more than 30 years of energy industry experience. In addition, he has extensive experience within the contract manufacturing and consumer products industries. Mr. Logan holds a Bachelor of Science degree and a Master in Business Administration from Cornell University. Website: https://www.mirion.com/ Notes From The Show: Delegating power and authority Federalist government structure Allow People To Fail In A Contained Fashion – Flat Org… Eyes Open About Boundaries – Clarity Matters - Ambiguity is Dangerous– Mistakes- Failure To Act… Lack of Financial Knowledge – Leaders are responsible for creating value Increasing revenue Expanding margins Improve the velocity of free cash flow Mission – reason for being Vision – where do we want to go Values -how do we conduct ourselves on the path Work hard=be good at what you do Have an agenda Be kind. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Sam Tabar, CEO, Bit Digital -$BTBT Website: https://bit-digital.com/ Sam's Bio: Mr. Tabar served as Chief Strategy Officer of Bit Digital from 2021 to 2023. Mr. Tabar served as the Co-Founder and Chief Strategy Officer of Fluidity from April 2017 to June 2020. Prior to this, he held the title of Partner at FullCycle Fund which he served from December 2015 to April 2017. Prior thereto, he served as Director and Head of Capital Strategy (Asia Pacific Region) for Bank of America Merrill Lynch from February 2010 to April 2011. Prior to this, he was Co-Head of Marketing at Sparx Group from January 2004 to 2010. Prior thereto, he was an associate at Skadden, Arps, Meagher, Flom LLP & Affiliates from September 2001 to January 2004. Mr. Tabar received his Bachelor of Arts from Oxford University in 2000, and received his Master of Law (LL.M.) from Columbia University School of Law in 2001. He was associate editor of the Columbia Law Business Law Journal in 2000, and is a current member of the New York State Bar Association. He holds Series 79 and 63 licenses. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Allen T Bond, CFA, Managing Director, Head of Research & Portfolio Manager at Jensen Investment with $13B AUM Website https://www.jenseninvestment.com/ Quality Growth $JENIX Value $JNVIX Global $JGQIX About Allen: Joined Jensen Investment Management in 2007. Allen is responsible for coordinating fundamental research conducted across the investment teams. Additionally, he maintains his portfolio management and analyst responsibilities. Allen joined Jensen from Washington Mutual where he held the position of credit analyst. In that role, Allen performed fundamental analysis on investment grade corporate bond issuers. Prior to Washington Mutual, he was a high-yield credit analyst and trader for Columbia Management Group. Allen began his career as a trader at Ferguson Wellman Capital Management. He earned a BS in business and an MBA from the University of Oregon. Allen is a CFA® charterholder and a past president of CFA Society Portland. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

James Hill CEO of MCF Energy ⁠ Website: MCFEnergy.com ⁠ BIO: James Hill is a leader in global energy - specializing in exploration projects across Europe and North America. He holds over four decades of combined professional and technical experience and has led many successful projects, including a massive exploration campaign across six countries. A geologist by trade, James earned his Master’s of Science in Geology from California State University and holds his P.Geo designation and is a Chartered Member of the London Geological Society. To date, he has led the growth of several companies and scaled energy businesses through the M&A process and the development of strong go-to-market strategies. He has a strong track record in European exploration, and is well-known for having grown the continent’s largest heavy oil field by 40x. He is responsible for leading one of Europe’s largest exploration projects and increasing oil production by 2000%. James served as the President of Professional Affairs for the American Association of Petroleum Geologists (AAPG). He joined MCF Energy as President and CEO in December 2022. James is working to drive change and through MCF Energy, a gas and oil exploration and production company, he is dedicated to strengthening Europe’s energy security in light of the Russia-Ukraine War. MCF is working to create a lasting impact in Europe by working to develop its internal resources and infrastructure. The company currently has two exploration projects underway in Austria and Germany. Prior to MCF, James was VP of Exploration for both BNK Petroleum and Bankers Petroleum. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support