Smart Money Circle

Adam Sarhan
  • 4.9 (14)
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Smart Money Circle

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://podcasters.spotify.com/pod/show/smartmoneycircle/support

  1. 1 DAY AGO

    Demystifying Sustainable Investing With Peter Krull, A $200M Money Manager

    Description: Guest: Peter Krull, Partner and Director of Sustainable Investing at Earth Equity Advisors around $200M Website: EarthEquityAdvisors.com ​Here’s more information on Peter's Green Sage Sustainability Portfolio: https://www.earthequityadvisors.com/green-sage/ Here is the link to the book Peter Mentioned: https://www.amazon.com/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0804137404 Bio: Peter Krull, CSRIC, is a Partner and the Director of Sustainable Investing at Earth Equity Advisors, a Prime Capital Financial Company. He is also the 2024 Investment News ESG/Responsible Investing Advisor of the Year, 1 and a well-known thought leader in the sustainable investment industry, advocating for fossil-fuel-free and sustainable, responsible, and impact (SRI) investing. Practicing sustainable investing for over 20 years, Peter believes in the power of positive, solutions-based investing. At Earth Equity, Peter focuses on creating and managing the firm’s SRI investment portfolios, educating investors and advisors alike on the dangers of greenwashing, and writing thought leadership pieces. In 2021, Peter won the ThinkAdvisor Luminaries Award for Thought Leadership and Education 2 as well as the Sustainable Champion Award from the North Carolina Business Council in 2022. 3 He was ranked in the AdvisorHub listing of fastest-growing advisors in America for 2022. 4 Peter is a contributor to Forbes and Kiplinger and has been quoted in The New York Times, Barron’s, Bloomberg, Money Magazine, Investor’s Business Daily, MarketWatch, and many others. In addition, he has been regularly featured in numerous podcasts, magazines, and online articles. He hosts the video podcast, Dollars; Change: The Experts Guide to Sustainable and Responsible Investing and his book The Sustainable Investor: A Guide to Responsible Investing for Financial Advisors will be released by Wiley in 2025. A native of Western New York, Peter lives in Asheville, NC, with his wife, Dr. Melissa Booth, a scientist, science communicator, and novelist, and their very spoiled cat, Cleo. They drive electric vehicles and live in a solar and battery-powered house. 1 Awarded June 2024 for the 2023-2024 year period by InvestmentNews. No compensation was provided. 2 Awarded November 2021 for the year 2021 by ThinkAdvisor. No compensation was provided. 3 Awarded January 2023 by the North Carolina Business Council for the year 2022. No compensation was provided. 4 Awarded November 2022 by AdvisorHub for the year 2022. No compensation was provided. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    26 min

  2. 6 DAYS AGO

    Timeless Lessons From A Money Manager That Helps Tech Employees Invest Their Money

    Timeless Lessons From A Money Manager That Helps Tech Employees Invest Their Money Guest name: Eric Franklin Title: Managing Principal, Co-Founder Website: www.prosperowealth.com AUM: $60M Bio: Eric is the Managing Principal and Owner of Prospero Wealth, a financial planning and wealth management firm dedicated to inspiring tech professionals to live larger and more impactful lives. Prospero Wealth is the only advisory practice to focus on this large and affluent population by providing a highly curated set of data-driven products and services, and by training multi- decade tech veterans to act as lead advisors. Despite relatively high pay and benefits, a 2020 Gartner survey found that two out of three tech workers were open to or already seeking jobs in other industries. Tech professionals are highly educated and skeptical of financial salespeople. Prospero Wealth has found them to be more comfortable working with advisors that have a similar career background and who have already made similar career switches they are looking to make for themselves (“second-act” careers with larger personal satisfaction and control). Prior to starting Prospero Wealth, Eric worked 23 years in technology, most notably at Amazon for over 18 years (over three separate terms starting in 1998) where he was an early product owner for Customer Reviews and Wish Lists, managed teams of product managers delivering category expansion for Amazon, and designed a large-scale technology platform for Customer Service triggering automated actions in response to large scale anomaly detection. In between those three stints at Amazon, Eric also worked in a number of startups as the head of product. Eric holds a B.A. degree in literature from the University of California, Santa Cruz, and lives in Seattle with his wife and two children. He loves taking the family skiing (even though he is a lifelong snowboarder), spinning vinyl in his home office, and is an avid reader. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    29 min

  3. NOV 12

    Risk Can Be An Opportunity. $TRX Gold CEO Explains What’s Next & How Gold Is A Database Business

    Risk Can Be An Opportunity. $TRX Gold CEO Explains What’s Next & How Gold Is A Database Business Guest: Stephen Mullowney, Chief Executive Officer, Director, TRX Gold Corporation Website: https://trxgold.com/ Bio: Stephen Mullowney was appointed CEO of TRX Gold in December 2020. He is a former Partner and Managing Director at PricewaterhouseCoopers LLP (PwC), where he led PwC Canada’s Deals Mining Group for more than ten years. Mr. Mullowney has an extensive mining background, working with miners, Governments, and institutional investors across the world and supporting them in making key strategic business, financing, and policy decisions. Mr. Mullowney is a CA, CPA, CFA and holds a BBA from Acadia University. Ticker: NYSE/AMERICAN and TSE – $TRX --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    19 min

  4. NOV 6

    How The Top 1% Protect Their Assets With Offshore Trusts - Attorney Blake Harris Shares How

    Asset Protection Attorney Blake Harris Shares How The Top 1% Protect Their Assets With Offshore Trusts Website: https://blakeharrislaw.com/ Bio: Blake Harris is the founding principal at Blake Harris Law, where he assists clients throughout the world with Offshore Asset Protection. Having traveled to over 40 countries, Blake has built an extensive global network by meeting with trust companies, protectors, and bankers worldwide. An accomplished author and international speaker, Blake has educated countless professionals through his continuing legal education lectures on asset protection and offshore planning. He has been quoted in numerous national publications, including Forbes, The Epoch Times, ABC, NBC, CBS, Fox News, and MarketWatch. Beyond these accolades, Blake boasts a significant social media presence with hundreds of thousands of followers, further solidifying his influence in the field. With a seasoned background in wealth management, Blake Harris previously worked with one of America’s premier wealth management firms, advising high and ultra-high-net-worth clients on strategies to safeguard their assets. His passion for helping families cultivate and preserve their legacy inspired him to establish Blake Harris Law, a firm deeply committed to providing tailored solutions and peace of mind for its clients. Blake’s commitment to the field doesn’t stop at his firm. He has consistently been recognized as a “Rising Star” by Super Lawyers Magazine for the past 5 years and is an AV®️ Preeminent™️ Attorney. A proud alumnus of the University of Florida, Blake obtained a degree in finance in 2007 and went on to earn his Juris Doctorate from the University of Florida Levin College of Law in 2010, a top-tier law school. Blake is an active member of the American Bar Association, International Bar Association, the Florida Bar since 2010 (Florida Bar number: 86486), and the Colorado Bar since 2013 (Colorado Bar number: 45942). Blake resides in Miami Beach, in his limited free time, he enjoys traveling internationally, swimming in the ocean, and Muay Thai training. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    23 min

  5. OCT 22

    This Sustainable Food CEO Wants To Help You Eat Better. John Keeler Founder/CEO Blue Star Foods $BSFC

    This Sustainable Food CEO Wants To Help You Eat Better. Meet John Keeler Founder & CEO Of Blue Star Foods, $BSFC Company: Blue Star Foods Ticker: $BSFC Website: https://bluestarfoods.com/ John’s Bio: John Keeler Founder & CEO Founded BSFC in 1995; successfully built sales over the past 26 years to $20+ million annually and is recognized as a leader and innovator in the measurable ESG enterprise model within the seafood industry. BS in Economics from Rutgers University; attended Harvard Business School Executive Programs focused on supply chain management, negotiations and marketing. Named Best CEO in Sustainable Seafood Industry by European CEO Magazine. 2017 Speaker at “The Economist World Ocean Summit”. Company Profile Blue Star Foods Corp., an international seafood company, processes, imports, packages, and sells refrigerated seafood products. It offers pasteurized crab meat, and other seafood products, under the Blue Star, Pacifika, Oceanica, Crab & Go Premium Seafood, Lubkin, First Choice, Good Stuff, and Coastal Pride Fresh brands. The company sells its products to food service distributors, wholesalers, retail establishments, and seafood distributors in the United States, Canada, and Europe. Blue Star Foods Corp. was formerly known as John Keeler & Co. Inc. Blue Star Foods Corp. was founded in 1995 and is headquartered in Miami, Florida. Blue Star Food Corp. (Nasdaq: BSFC) seeks to enhance shareholder value not only through exceptional business performance and practices, but also through responsible and effective communication with its shareholders. The latest company information relevant to the individual and institutional investor includes stock price and history, upcoming events and presentations and financial documents. Blue Star Foods is traded on the Nasdaq under the ticker symbol $BSFC. Learn more here: https://bluestarfoods.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    33 min

  6. OCT 21

    This Biotech CEO Has a Unique Approach To Fight Cancer. Cel-Sci Corp CEO - $CVM

    This Biotech CEO Has a Unique Approach To Fight Cancer. Cel-Sci Corp CEO - $CVM Guest: Geert Kersten CEO of CEL SCI Corp $CVM Ticker: $CVM Website: https://cel-sci.com/ Geert Kersten Biography Geert Kersten has served in his current leadership role as Chief Executive Officer at CEL-SCI Corporation (NYSE American: CVM) since 1995 and has been with CEL-SCI since 1987. He has been involved in the pioneering field of cancer immunotherapy for over three decades and has successfully steered CEL-SCI through many challenging cycles in the biotechnology industry. Mr. Kersten also provides CEL-SCI with significant expertise in the fields of finance and law and has a unique vision of how CEL-SCI's Multikine product could potentially change the way cancer is treated. Prior to joining CEL-SCI, Mr. Kersten worked at the law firm of Finley & Kumble and worked at Source Capital. Mr. Kersten received his Undergraduate Degree in Accounting and an M.B.A. from George Washington University, and a law degree (J.D.) from American University in Washington, DC. Investors Can Learn More: https://cel-sci.com/new-investor-information/ --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    38 min

  7. OCT 17

    This CEO Wants To Beat Blindness -Guest: Dr. Shankar Musunuri - Ocugen, Chairman, Chief Executive Officer, and Co-Founder Shares Timeless Advice - $OCGN

    Guest: Dr. Shankar Musunuri - Ocugen, Chairman, Chief Executive Officer, and Co-founder Website: www.ocugen.com Ticker: OCGN Bio: Dr. Shankar Musunuri is Chairman, CEO and Co-Founder of Ocugen. The company (NASDAQ: OCGN) is a publicly traded biotechnology company focused on discovery, development, commercialization of gene therapies, cell therapies, biologicals, and vaccines, based in Malvern, Pennsylvania. Dr. Musunuri transformed Ocugen from a start-up into a cutting-edge science-based biotech powerhouse with three distinct first-in-class platform technologies focused on ophthalmology with a first-in-class modifier gene therapy platform targeting rare as well as large blindness diseases, orthopedics with a regenerative cell therapy platform, and infectious diseases with an inhalation vaccine platform targeting Covid-19, flu, and a combination vaccine for both COVID-19 and flu. Ocugen anticipates launching products from these game-changing platform technologies within the next few years. The company’s mission is to develop cutting-edge innovations for people with serious diseases and conditions with a commitment to ensuring global market access. Dr. Musunuri is a seasoned biotech veteran with 30+ years’ experience advancing and commercializing a diverse portfolio of products. Prior to co-founding Ocugen in 2013, he held leadership roles at numerous companies ranging from large multinational biotechnology companies such as Wyeth and Pfizer, to novel start-up biotech companies. During his 15 years at Pfizer, he gained extensive product launch and life-cycle management experience including leading the Global Operations Team for Prevnar 13, the world’s best-selling vaccine. Dr. Musunuri then founded Nuron Biotech, Inc., which grew into a commercial company in less than three years. Dr. Musunuri obtained his PhD in Pharmaceutical Sciences from the University of Connecticut—where he also received a Distinguished Alumnus Award. He also received an MBA from Duke University, where today he serves on the University’s Innovation & Entrepreneurship Board of Advisors. Dr. Musunuri serves as both CEO and Chairman of the board of Ocugen. He has received numerous leadership awards including Most Admired CEO Award by Philadelphia Business Journal, the 2023 Healthcare Power 100 (ranked 22nd) in PA and the 2023 AAPI Power 100 (ranked 11th) in PA. He is also a Board Member of the Musunuri Family Foundation, a non-profit that provides college scholarships for high school students. Dr. Musunuri has a passion for addressing diseases and conditions which lack effective treatments. This commitment is reflected in Ocugen’s mission of relentlessly pursuing courageous innovation on behalf of patients with unmet medical needs. About Ocugen, Inc. Ocugen, Inc. is a biotechnology company focused on discovering, developing, and commercializing novel gene and cell therapies, biologics, and vaccines that improve health and offer hope for patients across the globe. We are making an impact on patients’ lives through courageous innovation—forging new scientific paths that harness our unique intellectual and human capital. Our breakthrough modifier gene therapy platform has the potential to treat multiple retinal diseases with a single product, and we are advancing research in infectious diseases to support public health and orthopedic diseases to address unmet medical needs. Discover more at www.ocugen.com --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    42 min

  8. OCT 16

    Conor McGregor Invested in this MMA Stock. Meet Nick Langton Founder & CEO Alta Global Ticker $MMA

    Conor McGregor Invested in this MMA Stock. Meet Nick Langton Founder & CEO Alta Global Ticker $MMA Conor McGregor Invested in this MMA Stock. Meet Nick Langton Founder & CEO Alta Global Ticker $MMA Guest: Nick Langton Founder & CEO Alta Global Ticker $MMA Website: trainalta.com ABOUT ALTA GLOBAL GROUP LIMITED Alta Global Group Limited is a technology company that is seeking to increase consumer participation in martial arts and combat sports whilst building upon existing community offerings within the sector. Alta currently has three business units designed to provide services to and monetize all key stakeholders in the sector, namely fans, participants, coaches, gym owners and athletes. · TrainAlta (www.trainalta.com) partners with gyms and coaches to deliver a range of consumer products that drive participation in martial arts for fans and beginners. · Hype (www.hype.co) is a mobile marketing platform designed to help gym owners, coaches and athlete partners grow revenue from their followers and audiences in today's age of social media. · MixedMartialArts.com (www.mixedmartialarts.com) is a leading platform for the MMA community, providing access to MMA news and media, fighter data, fight schedules and access to the legendary Underground forum. For further information about Alta Global Group Limited (NYSE American: MMA), please visit www.altaglobalgroup.com Follow us on social media via Facebook, X, Instagram, or LinkedIn @trainalta. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    34 min
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About

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://podcasters.spotify.com/pod/show/smartmoneycircle/support

Information

  • Creator
    Adam Sarhan
  • Years Active
    2019 - 2024
  • Episodes
    190
  • Rating
    Clean
  • Copyright
    © Adam Sarhan
  • Show Website
    Smart Money Circle

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