Smart Money Circle Adam Sarhan

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






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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.


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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.


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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.




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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.

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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.

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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.




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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.


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