Smart Money Circle Adam Sarhan

Ticker: $BBLN. Dr. Ali Parsa shares timeless lessons with the audience in today's SMC episode! He is a British-Iranian healthcare entrepreneur and engineer. He’s the founder and CEO of Babylon Inc. (BBLN), the revolutionary AI and digital health company that's now in 17 countries globally, nine of which launched in 2020 (including the U.S.). Babylon’s mission is to put an accessible and affordable health service in the hands of every person on earth. Dr Parsa was listed in The Times 100 people to watch. The Health Service Journal recognized him as one of ‘the 50 most influential people in UK healthcare.’ He was featured in the Maserati 100, a list that recognizes game-changing entrepreneurs. He’s a UK Cabinet Office Ambassador for Mutuals and has a PhD in Engineering Physics.


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Ben Kohn, CEO, of Playboy Shares Timeless Life & Leadership Advice with Adam Sarhan on This Episode of SmartMoneyCircle.com Show

About Ben Kohn:

Ben Kohn is responsible for leading PLBY Group’s global growth strategy and execution. He is focused on delivering sustainable, long-term growth and value creation for PLBY Group’s shareholders.

Kohn joined Playboy as Chief Executive Officer in January 2018, after having served as interim CEO of Playboy from May 2016 to December 2017. Kohn has served on Playboy’s Board of Directors since March 2011. From 2004 to December 2018, Kohn served as a Managing Partner at the private equity firm Rizvi Traverse where he led the successful buyouts of major media and entertainment companies, including taking Playboy private in 2011.

Prior to his time at Rizvi Traverse, Kohn was a Vice President at Angelo, Gordon & Co., where he focused on private equity and special situations. Kohn started his career at Cowen & Company in the Mergers and Acquisitions group. Mr. Kohn also serves on the Board of Directors for the performance rights organization, SESAC. He received his Bachelor of Science in Management BSM from Tulane University, and his Master of Business Administration from Columbia University.

About PLBY Group.

PLBY Group, Inc. (NASDAQ: PLBY) is a leading pleasure and leisure lifestyle company and owner of Playboy, one of the most recognizable and iconic brands in the world. Over the past few years, PLBY Group acquired Australian luxury lingerie brand, Honey Birdette, sexuall wellness chain, Lovers, and online intimates retailer, Yandy.

Playboy ceased publication of the magazine in March 2020, and the Hefner family is no longer associated with Playboy in any way.

Today’s reimagined Playboy has shifted to focus on consumer products and digital experiences and events. The company’s recent changes on the business side have really been focused on building out that full ecosystem of products and services, physical and digital, to give consumers a way to access and truly live a Playboy way of life.

More specifically, the company is focused on two strategies: 1) Meeting robust consumer demand through the continued expansion of its direct-to-consumer business by further growing its owned and operated channels, realizing synergies between its brands and continuing the optimization of licensing; and 2) Continuing to advance its digital business through the full build-out of creator-led CENTERFOLD and its integration with its other platforms.

About CENTERFOLD:
Centerfold is Playboy’s new creator-led platform which launched in beta in late 2021. Centerfold’s potential to drive organic customer acquisition and serve as a massive top of funnel for Playboy products and services is more valuable than ever given the recent disruptive changes to iOS and privacy regulations. Playboy believes it will allow them to further target the marketing of its consumer products brands, its future NFT and blockchain initiatives, and its IRL and virtual events. As Centerfold continues to evolve, the company plans to integrate it with Playboy.com and drive all customers to one central location. In addition, Centerfold provides leverage for any future partnerships Playboy pursues through licensing, hospitality and other channels because it not only shows up to the table with an iconic global brand, but it also brings direct access to an engaged, targeted audience.

For creators, there is immense value in being part of the Playboy ecosystem. Not only has Playboy envisioned a safe place for freedom of expression, inclusion and direct connections between fans and creators, it is also launching new avenues for its creators to generate additional revenue streams beyond core offerings including digital subscriptions, unlocks, and live hangouts. As creators, they have the additional opportunity to become affiliates by promoting Playboy products. The company already signed 40 of its top creators as p

Julie Kutasov, Portfolio Manager & Senior Research Analyst, at Kayne Anderson Rudnick Investment Management, with $55 Billion in Assets Under Management (AUM) shares timeless fundamental investing advice with the audience.


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The Power Of Compounding Returns. Adam Sarhan interviewed Karen McClintock- CFA- CIC – Managing Director and Principal at Robertson Stephens with nearly $4 billion in assets under management (AUM).   Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, families and boards so they can accomplish their financial objectives.  Prior to joining Robertson Stephens, Karen was a Founding Partner and President of LS Investment Advisors (a lift-out from Loomis Sayles in 2018). While at LSIA, she worked closely with her clients and counseled multi-generational families on achieving their financial goals. Previously, Karen worked in the Private Client Group at Loomis Sayles focusing her experience on high-net-worth families. Karen began her career in wealth management at The Boston Company in Los Angeles.  Karen earned an MBA from the University of Southern California and a BA from San Diego State University. Karen holds the coveted CFA designation and is also a Certified Investment Counselor.  Karen lives in Pasadena, California where she is active with several charitable organizations including the Order of the Holy Sepulchre and the Order of Malta. She enjoys food, wine, travel and hiking. She takes to heart the guidance offered by John Muir, “Of all the paths you take in life, make sure a few of them are on dirt.”


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David Grumhaus is President and Chief Investment Officer of Duff & Phelps Investment Management Co with $12 billion in assets under management.   

Mr. Grumhaus shared timeless lessons, timeless mistakes, and his investment strategy with the audience. David oversees all of the firm’s investment strategies, chairs the firm’s investment meetings, leads the executive committee and directs strategic initiatives and resource planning. Mr. Grumhaus is also a Senior Portfolio Manager for the firm’s Energy Infrastructure strategies.  

Mr. Grumhaus has over two decades of experience working in the investment management industry. Prior to joining Duff & Phelps in 2014, Mr. Grumhaus served as a Portfolio Manager and Director of Research for Copia Capital, an Energy and Utility focused hedge fund. He previously worked as an investment banker for Goldman, Sachs & Co. and William Blair & Company, LLC.  Mr. Grumhaus holds a BA in History, cum laude, from Princeton University and an MBA from Harvard Graduate School of Business Administration, where he was a George F. Baker scholar. In addition, he is a member of the Investment Committee at the Ann and Robert H. Lurie Children's Hospital of Chicago and serves as a board member of the Beyond Sports Foundation. Mr. Grumhaus served as an Alderman and finance chair for City of Lake Forest, IL from 2005 - 2011.


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SMC Adam Sarhan Interviews Dave Mazza Head Of Product At Direxion 25B AUM. David leads product R&D, strategy and management for the firm. Prior to joining Direxion, he was the Head of ETF Investment Strategy at OppenheimerFunds and led the firm’s ETF Investment Marketing and ETF Specialist Teams. Prior to joining OppenheimerFunds, David led product strategy, positioning, and analysis as a Managing Director and Head of ETF and Mutual Fund Research at State Street Global Advisors (SSGA).   Dave is a wealth of knowledge and shares timeless lessons, mistakes, how he handles risk, and designs new products with the audience.


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