Smart Money Circle

Smart Money Circle

smartmoneycircle.com
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. Support this podcast: https://anchor.fm/smartmoneycircle/support


How To Use Fundamental Analysis & 10Ks To Build A Concentrated Portfolio With Julie Biel - $32 Billion
Mar 10 • 31 min
My guest today is Julie Biel, CFA, Portfolio Manager and Senior Research Analyst, at Kayne Anderson Rudnick with $32 billion in assets under management. Julie tells you how she uses old school fundamental analysis and 10ks to build a concentrated…
How To HEDGE Your Portfolio With Brad Lamensdorf Co-Portfolio Manager Of The $HDGE ETF
Mar 9 • 20 min
My guest today is Brad Lamensdorf, CIO of LMTR.com & Co-Portfolio of the HDGE ETF. This is a great interview. Brad shares timeless lessons he’s learned about investing, sentiment, shorting, and tells you how you can buy fear and sell greed in any market.…
The Riddle Of Money With Julie Johnson McVeigh With Approximately $2 Billion In AUM
Mar 2 • 33 min
Julie Johnson McVeigh, CFA Managing Director of Fresh Pond Capital a division of Reynders McVeigh Capital Management, LLC with approximately $2 Billion In Assets Under Management (AUM). Julie is a long-term socially responsible investor and tells you how…
How To Use Earnings To Beat The Market With John B. Guerard Jr., Ph.D, With Over $4 Billion In AUM
Feb 17 • 53 min
My guest today is John B. Guerard Jr., Ph.D. Director of Quantitative Research, at Mckinley Capital with over $4 Billion in assets under management. John tells you how he uses earnings to find outstanding stocks that generate excess returns. —- Support…
Be Happy & Focus On What You Can Control In The Market With Jim Bruyette - $4.3 billion money manager
Feb 11 • 36 min
My guest today is Jim Bruyette, CPA, CFP, Principal , CEO at Sullivan, Bruyette, Speros & Blayney, LLC with over $4.3 billion in assets under management. Jim started with $0 in assets under management and currently manages $4.3 billion! The timeless…
Long-Term Value Investing With John Buckingham - The Firm Managers Over $5.5 Billion
Feb 6 • 42 min
My guest today is John Buckingham, Chief Investment Officer, at AFAM, A division of The Kovitz Investment Group with over $5.5 billion in assets under management. John is also the Editor of The Prudent Speculator Newsletter which has been around for over…
How To Live A Full Life With Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in AUM
Feb 5 • 34 min
My guest today is Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in assets under management. Heather helps her clients live a full life by understanding her client’s goals and what a full life…
5 Timeless Metrics You Can Use To Find Undervalued Stocks With John Suddeth, With $800 AUM
Feb 3 • 38 min
My guest today is John Suddeth, Founding Principal, at Naples Global Advisors with about $800 AUM. John is global fundamental investor and he does an excellent job explaining his process. John also shares 5 timeless metrics you can use to find undervalued…
The Hunt For Income With Joe Bozoyan, A $5.5 Billion Money Manager
Jan 22 • 24 min
My guest today is Joe Bozoyan, CFA & Portfolio Manager, at Manulife Investment Management with approximately $5.5B in assets under management. Joe tells you how to find income and gives you timeless lessons he’s learned along the way… —- Support this…
Lessons & Mistakes From The Greatest Investors In History With Justin Carbonneau Who’s Firm Has Managed Up To $1 Billion
Jan 15 • 24 min
My guest today is Justin Carbonneau at Validea Capital Management who’s firm has managed up to $1 Billion in assets under management. Validea runs strategies from the greatest investors in history. —- Support this podcast:…
How This ETF Strategist Manages Assets For RIAs…
Jan 14 • 33 min
My guest today is David Clark, President, at Astoria Portfolio Advisors with $320 million in total assets. David tells you how to build a disciplined and balanced portfolio with ETFs. —- Support this podcast: https://anchor.fm/smartmoneycircle/support
Invest in Businesses, Not Stocks With Justin E. Deutsch, a $250 Million Money Manager
Jan 9 • 28 min
Justin E. Deutsch, Portfolio Manager, at Weybosset Research & Management with $250 million in assets under management. Justin is a long-term value investor that buys businesses, not stocks. He looks for the following criteria and likes buying sound…
The True Driver Of Returns with Rick Manske, CEO, Parsec Financial with $2.7 billion in AUM
Dec 11, 2019 • 43 min
My guest today is Rick Manske, CEO, of Parsec Financial with approximately $2.7 billion in assets under management. He shares a lot of great timeless lessons and tells you the true driver of returns. This is a great interview packed with a lot of timeless…
How To Find Extreme Dislocations and Generate Unmistakable Alpha With Steve Grey - $1.5 Billion
Dec 2, 2019 • 26 min
My guest today is Steven Grey, Manager Principal at Grey Value Management who has helped oversee nearly $1.5 billion over his career. Steve looks for extreme dislocations and shares how he generates Unmistakable Alpha (TM). Steven Grey Managing Principal…
How To Preserve & Grow Your Money With Lauren Rich Fine
Nov 25, 2019 • 22 min
My guest today is Lauren Rich Fine, CFA & Partner at Gries Financial Partners with $650 million in assets under management. Lauren shares how she preserves and grows her client’s capital with proper asset allocation and incorporating alternative…
How To Find 5-Star Stocks With Carl H. Scholtz
Nov 20, 2019 • 34 min
My guest today is Carl H. Scholtz, CFA who is a Portfolio Manager at Scholtz & Company with approximately $250 million in assets under management. Carl shares his investment strategy and what he has learned from Yale to Wall Street and being a 5th…
How To Find A Distinct Advantage When Investing With Russ Piazza President & CIO Front Street Capital Management
Nov 19, 2019 • 46 min
Today’s guest is Russ Piazza, President & CIO, at Front Street Capital Management with approximately $500 million in assets under management. Russ also manages the Tarkio Fund (Ticker: TARKX). Russ shares some great timeless investing advice from Benjamin…
Uncommon Cents Investing With Sheena Hanson CFP®
Nov 18, 2019 • 17 min
My guest today is Sheena Hanson, CFP® and Principle at Uncommon Cents Investing with $210M AUM. Sheena gives you some timeless uncommon cents investing lessons that you don’t want to miss. Sheena can be reached: Phone: 608-563-2437 Website:…
The Value Private Equity Firms Provide With Sean Barrette Partner at L Squared $550M
Nov 13, 2019 • 26 min
Today’s guest is Private Equity Investor and Partner, Sean Barrette, at L Squared with $550 million in assets under management. Today’s episode explains why founders sell to private equity firms, the value private equity provides in the market, and how…
Forget R.O.I., Focus on I.O.R. & Informed Simplicity With Ryan Krueger
Nov 11, 2019 • 61 min
Today’s guest is Ryan Krueger, Co-Founder & CEO, of Kruger and Catalano an independent RIA in Houston TX with $400 million in assets under management (AUM). Ryan started in the mail room at one of the biggest investment firms in the country and now has…
The Best Piece Of Retirement Advice From Kevin Conard CEO of The Retirement Planning Group With $900 AUM
Nov 6, 2019 • 30 min
My guest today is Kevin Conard, CRPC® CEO at The Retirement Planning Group with approximately $900 million in assets under management. Kevin started with $23 million in 2004 and built his firm to $900 million by 2019! Learn how Kevin plays the game, plans…
Outside The Box Thinking & Different Ways To Handle Risk With Scott D. Martin, Chief Investment Officer At A $1.6 Billion Firm
Oct 31, 2019 • 43 min
Today’s guest is Scott D. Martin, Chief Investment Officer, at Kingsview Wealth Management with $1.6 billion in assets under management. Scott is a Certified Investment Management Analyst (CIMA®), and is a Fox News Contributor. Scott does a lot of work…
A Conversation With One Of The Fastest Growing RIAs On The West Coast
Oct 30, 2019 • 29 min
My guest today is Tim Mitrovich, CEO/Chief Investment Officer, at TEN Capital Wealth Advisors in Washington State. Ten Capital is one of the fastest growing RIAs on the West Coast with approximately $450 million in assets under management (AUM). Contact:…
Simple Investing With Sean Miller
Oct 29, 2019 • 51 min
My guest today is Sean Miller, President, Portfolio Manager, at Miller Asset Solutions. Sean previously managed over $400M in AUM and is here to share some timeless wisdom with you. Sean is a long-term fundamental investor who has a knack for keeping…
Learn How A $140 Billion Firm Plays The Game
Oct 28, 2019 • 25 min
My guest today is Eric Cadogan, Senior Dealer, at AMP Capital with $140 billion in AUM worldwide. This is a great episode packed with timeless investing advice that you don’t want to miss! Eric Cadogan can be reached via his LinkedIN page. —- Support this…
Looking For G.A.R.P. Stocks? Learn How A $450M RIA Finds Growth Stocks That Are Trading At A Reasonable Price
Oct 22, 2019 • 52 min
Today’s guest, Tim Call, manages $450 million and is the President and Chief Investment Officer at The Capital Management Corporation. Tim is a long-term investor and shares some timeless advice with you about how to find G.A.R.P. stocks (Growth At a…
Timeless Lessons For Both Bond & Stock Investors - Dan Moskowitz, CFP® $350M AUM
Oct 15, 2019 • 27 min
In this episode, Dan Moskowitz, CFP® & President of Chatham Wealth Management, who manages $350M AUM gives you timeless lessons for both bond and stock investors. Dan talks about the importance of having a well diversified portfolio, being patient, and…
Timeless Value Investing Lessons From Dave Sather Who Manages $750 million
Oct 14, 2019 • 41 min
Attention value investors! Get ready to take notes… This episode is packed with a ton of timeless investing lessons with my special guest: Dave Sather, President at Sather Financial Group. Dave talks about the importance of separating a company from its…
Part II: Timeless Investing Lessons & The “Best” Advice -Over $2 billion RIA
Oct 10, 2019 • 20 min
In this episode, Stephen A. Hartel, AIF® Wealth Advisor and Accredited Investment Fiduciary® at Trilogyfs.com with over $2B AUM, shares some timeless lessons and the “Best” advice he has received over the years. Stephen Can Be Reached At: P: (303)…
Part 1: Steve Hartel At Trilogy with Over $2B AUM
Oct 10, 2019 • 26 min
In this show, you will learn how Stephen views/manages risk, learn how he got started in the business and learn about his investment strategy. Stephen is driven to help people become intellectually wealthy and he shares some priceless lessons that can…
Part 2: Timeless Advice For RIAs - From A $1.5 billion RIA
Oct 4, 2019 • 25 min
This is the second part of Brian Chastain’s interview. Brian is the CIO & PARTNER CFO4 life which manages $1.5B AUM. In this episode, Brian gives RIAs timeless advice he has learned growing his firm from $13M AUM to $1.5B in 20 years! To Contact Brian…
Part 1: 8 Timeless Lessons & Learn How To Retire With Dignity - Guest Brian Chastain CIO & PARTNER CFO4 Life -$1.5B AUM
Oct 4, 2019 • 29 min
This episode gives you 8 Timeless Lessons & Teaches You How To Retire With Dignity. Today’s guest is Brian Chastain, CIO & PARTNER, CFO4 Life with $1.5B AUM (as of 10/4/2019) Contact Brian: https://www.mycfo4life.com/ —- Support this podcast:…
4 Hidden Risks To A Diversified Portfolio with Mark W. Johnson, CFA® & Managing Director - Optimum Investment Advisors
Oct 3, 2019 • 30 min
Today’s interview (10.3.19) is with Mark W. Johnson, CFA® Managing Director, of Optimum Investment Advisors with over $500 million in assets under management. Mark has been in the business for decades and shares what he has learned along the way. Mark…
Trailer - Smart Money Circle Podcast
Sep 26, 2019 • 0 min
Welcome to the Smart Money Circle Podcast! This show is designed to give you actionable information you can use right now to make better investment decisions. We interview real money managers with over $100 million in assets under management (AUM). Learn…
Smart Money Circle (Trailer)
Sep 25, 2019 • 0 min
—- Support this podcast: https://anchor.fm/smartmoneycircle/support