Smart Money Circle

Adam Sarhan
  • 4.9 (15)
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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.

  1. 7H AGO

    This CEO Is Disrupting The Way People Buy Real Estate With AI. Meet Mike Logozzo CEO - reAlpha $AIRE

    Guest Mike Logozzo is the Chief Executive Officer of reAlpha Tech Corp. Ticker: $AIRE Website https://www.realpha.com/mortgage Company Bio About reAlpha reAlpha Tech Corp. (Nasdaq: AIRE) is an AI-driven real estate technology company redefining how Americans buy homes. Headquartered in Dublin, Ohio, reAlpha is building an end-to-end, commission-free platform that integrates real estate brokerage, mortgage and title services into one seamless experience. By combining proprietary AI capabilities with a strategic, acquisition-led growth model, the company is creating a vertically integrated ecosystem that reduces costs, increases efficiency, and accelerates access to homeownership. Targeting the multi-trillion-dollar U.S. real estate services market, reAlpha aims to provide consumers with a smarter, faster, and more affordable path to buying a home, while setting a new standard for real estate innovation. CEO Bio Mike Logozzo - Chief Executive Officer Mike Logozzo is the Chief Executive Officer of reAlpha Tech Corp., where he leads operations, strategy, and delivery across the company’s real estate technology platform. With more than two decades of experience, he has built a career at the intersection of financial services, technology, and innovation. He previously managed a $32 billion portfolio serving 1.2 million customers at BMW Financial Services, drove global operational efficiency at Microsoft, and advanced corporate innovation as Managing Director at L Marks, helping multinational enterprises accelerate adoption of emerging technologies. This combination of financial stewardship, operational excellence, and innovation leadership defines his approach to scaling businesses and creating long-term value for stakeholders.

    16 min

  2. 1D AGO

    This Biotech Stock Is Disrupting Cancer Treatment - Meet Raphi Levy, CFO, Alpha Tau $DRTS

    This Biotech Stock Is Disrupting Cancer Treatment - Meet Raphi Levy, CFO, Alpha Tau $DRTS Guest Raphi Levy, CFO, Alpha Tau Company Alpha Tau Ticker: $DRTS Website https://www.alphatau.com Raphi's Bio Raphi Levy has served as our Chief Financial Officer since 2019. Prior to joining us, Mr. Levy served in the Investment Banking Division at Goldman Sachs from 2006 until 2019 in New York and Tel Aviv, most recently serving as Executive Director in charge of healthcare banking in Israel. Mr. Levy has served as a director of MX Management LP since April 2022. Mr. Levy holds a B.S. in Economics from the Wharton School of Business, University of Pennsylvania, and a B.S.E. and M.S.E. in Electrical Engineering from the School of Engineering and Applied Science, University of Pennsylvania. Company Bio About Alpha Tau Medical Ltd. Founded in 2016, Alpha Tau is an Israeli oncology therapeutics company that focuses on research, development, and potential commercialization of the Alpha DaRT for the treatment of solid tumors. Alpha DaRT (Diffusing Alpha-emitters Radiation Therapy) is designed to enable highly potent and conformal alpha-irradiation of solid tumors by intratumoral delivery of radium-224 impregnated sources. When the radium decays, its short-lived daughters are released from the sources and disperse while emitting high-energy alpha particles with the goal of destroying the tumor. Since the alpha-emitting atoms diffuse only a short distance, Alpha DaRT aims to mainly affect the tumor, and to spare the healthy tissue around it.

    15 min

  3. 5D AGO

    This CEO is Revolutionizing Ovarian Cancer Treatment: Meet Dr. Stacy Lindborg CEO Of IMUNON - $IMNN

    Guest Full Name: Dr. R. Stacy Lindborg, PhD Guest Title: President, Chief Executive Officer, and Board Director Company: IMUNON Ticker: IMNN Website: https://imunon.com/ Guest Bio: Stacy R. Lindborg, PhD, was appointed President and Chief Executive Officer of IMUNON in May 2024. Dr. Lindborg has served on IMUNON’s Board of Directors since June 2021. She has nearly 30 years of experience in the pharmaceutical and biotech industries, with a particular focus on R&D, regulatory affairs, executive management, and strategy development. She has designed, hired, and led global teams, guiding long-term visions for growth through analytics and stimulating innovative development platforms to increase productivity. Prior to joining IMUNON, Dr. Lindborg was Executive Vice President and Co-Chief Executive Officer at BrainStorm Cell Therapeutics, where she remains a member of the company’s Board of Directors. At BrainStorm, she was accountable for creating and executing clinical development strategies through registration and launch and progressed its novel cell therapy for ALS through a positive Phase 3 Special Protocol Assessment (SPA) study with the U.S. Food and Drug Administration. She frequently interacted with investors and analysts, represented the company in the scientific community and with the media, and played an active role in discussions with potential business partners. Dr. Lindborg previously was Vice President and Head of Global Analytics and Data Sciences, responsible for R&D and marketed products at Biogen. She began her biopharmaceutical career at Eli Lilly and Company, where, over the course of 16 years, she assumed positions of increasing responsibility, including Head of R&D strategy. Dr. Lindborg received an MA and PhD in statistics, and a BA in psychology and math from Baylor University. She has authored more than 200 presentations and 90 manuscripts that have been published in peer-reviewed journals, including 20 first-authored. She has held numerous positions within the International Biometric Society and American Statistical Association and was elected Fellow in 2008. Company Bio: IMUNON is a clinical-stage biotechnology company focused on advancing a portfolio of innovative treatments that harness the body’s natural mechanisms to generate safe, effective, and durable responses across a broad array of diseases. IMUNON is developing its non-viral DNA technology across its modalities. The first modality, TheraPlas®, is developed for the gene-based delivery of cytokines and other therapeutic proteins in the treatment of solid tumors where an immunological approach is deemed promising. The second modality, PlaCCine®, is developed for the gene delivery of viral antigens that can elicit a strong immunological response. IMUNON's lead clinical program, IMNN-001, is a DNA-based immunotherapy for the localized treatment of advanced ovarian cancer. IMNN-001 is the first therapy to achieve a clinically effective response in advanced (stage IIIC/IV) ovarian cancer including benefits in both progression-free survival (PFS) and overall survival (OS) in a first-line treatment setting when used with standard of care chemotherapy. IMUNON has completed multiple clinical trials evaluating the potential of IMNN-001, including one Phase 2 clinical trial (OVATION 2), and is currently conducting a Phase 3 clinical trial (OVATION 3). The first patient was dosed in the Phase 3 study in the third quarter of 2025. IMNN-001 works by instructing the body to produce safe and durable levels of powerful cancer-fighting molecules, such as IL-12 and interferon gamma, at the tumor site. Additionally, the Company has completed dosing in a first-in-human study of its COVID-19 booster vaccine (IMNN-101).

    23 min

  4. 6D AGO

    This CEO Is Building Stablecoin Infrastructure for the Future – Meet Darren Wang Founder OwlTing - $OWLS

    Guest Darren Wang, Founder & Chairman at OwlTing Group Company: OwlTing Group Ticker: OWLS Website: https://www.owlting.com/portal/?lang=en Bio With a background in cryptography with prior experience at tech companies in Silicon Valley, Darren founded OwlTing in 2010 to leverage blockchain technology to connect the world and drive industry transformation; today, OwlTing’s core focus is building compliant stablecoin infrastructure for the future through OwlPay, advancing global payment and settlement capabilities for enterprises and platforms. The group also operates broader enterprise and consumer businesses, including blockchain services, hospitality and e-commerce platform. Darren holds a master’s degree in Electrical Engineering from Boston University, completed the Owner/President Management Program (OPM 63) at Harvard Business School. Company Bio OBOOK Holdings Inc. is a global fintech company operating as the OwlTing Group (NASDAQ: OWLS). The Company was founded and is headquartered in Taiwan, with subsidiaries in the United States, Japan, Poland, Singapore, Hong Kong, Thailand, and Malaysia. The Company operates a diversified ecosystem across payments, hospitality, and e-commerce. In 2025, according to CB Insights’ Stablecoin Market Map, OwlTing was ranked among the top 2 global players in the “Enterprise & B2B” category. The Company’s mission is to use blockchain technology to provide businesses with more reliable and transparent data management, to reinvent global flow of funds for businesses and consumers and to lead the digital transformation of business operations. To this end, the Company introduced OwlPay, a Web2 and Web3 hybrid payment solution, to empower global businesses to operate confidently in the expanding stablecoin economy. For more information, visit https://www.owlting.com/portal/?lang=en.

    12 min

  5. FEB 12

    This $1.8B Firm Invests In Growth Companies - Meet Larry Cheng From Volition Capital

    Guest: Larry Cheng is the Co-Founder and Managing Partner of Volition Capital Website: https://www.volitioncapital.com/. AUM: Volition Capital has $1.8 Billion AUM on their 5th Fund Larry’s Bio Larry Cheng is the Co-Founder and Managing Partner of Volition Capital, a growth equity firm focused on supporting founders building capital-efficient technology businesses. With over 25 years of investing experience, Larry has led investments in dozens of companies across Internet, e-commerce, software, and consumer sectors. Most notably, Larry was the first investor in Chewy, which became the most valuable e-commerce acquisition in history. He currently serves on public company boards such as GameStop and Grove Collaborative as well as several private company boards such as US Mobile, Rounds, Levanta and several others. Earlier in his career, he led investments at Fidelity Ventures and began in venture capital at Bessemer Venture Partners. Larry’s entrepreneurial journey began early when he became Apple’s youngest certified technician at age 13. While at Harvard, he launched a $400,000 laundry business and later became President of Harvard Student Agencies, a $4 million student-run company serving the greater Harvard community. He graduated with a B.A. in Psychology and played football for the Crimson. Larry is a frequent guest lecturer at institutions including Harvard Business School, MIT Sloan, and USC Marshall School of Business.

    13 min

  6. FEB 11

    This CEO Built A $30B Money Management Firm

    This CEO Built A $30B Money Management Firm Guest STAN GREGOR Chairman & CEO Website: https://summitfinancial.com/ AUM $26-27B in assets SUMMIT FINANCIAL CEO Stan Gregor is the CEO of Summit Financial LLC. As a senior executive with over 30 years of experience, Stan has operated in banking, private wealth management, investment management, fiduciary trust services, fixed income trading, investment banking, retirement services, insurance, financial planning, and public finance. He has also been involved in acquiring and integrating some of the largest and most complicated banking, wealth management, insurance, and capital markets businesses and cultures with a demonstrated track record of increasing productivity, profitability and shareholder value. Most recently, Stan was the founder and co-CEO of Cantor Fitzgerald Wealth Partners (CFWP). Under his leadership, CFWP grew to over $5 billion in assets in less than two years through several strategic acquisitions of RIA’s, independent advisors, and wire house teams. Prior to joining Cantor Fitzgerald, Stan was the Head of Wells Fargo Wealth Management -Eastern US Markets and President of Wachovia Wealth Markets. He provided executive leadership to the Eastern U.S. Markets and headed up the Wealth Insurance Division overseeing: the private bank, wealth brokerage, investment management, fiduciary trust services, financial planning, and insurance. Stan was responsible for leading nearly 5,000 team members generating revenues of $2.5 billion with $69 billion of investment fee-based AUM, $19 billion of deposit balances, and $16 billion of loans. Prior to Wachovia, Stan was CEO of Commerce Capital Markets, where he directed private wealth management, brokerage, asset management, fixed income trading, derivatives, investment banking, retirement services, insurance, and public finance. Subsequently, Stan was CEO of Quick and Reilly (Q&R) as one of the visionaries that transformed Q&R from a transactional discount broker to a full-service advisory company. When Q&R was acquired by Bank of America, Stan stayed on as co-CEO of Bank of America Investment Services until 2005. Over nearly a decade at Citigroup, Stan had several senior executive level roles leading different divisions including consumer banking, private wealth management, and Citigroup as Northeast Group Executive Vice President. He is also a member of the Fast Company Executive Board. Company Bio Summit Financial is a preeminent investment advisory firm proud to continue our predecessors’ four-decade legacy helping advisors elevate their businesses and deliver robust client experiences.

    14 min

  7. FEB 10

    This CEO is Building The Institutional Gateway To The Onchain Financial Economy – Meet Jolie Kahn Ceo AVAX One Tech $AVX

    This CEO is Building The Institutional Gateway To The Onchain Financial Economy – Meet Jolie Kahn Ceo AVAX One Tech $AVX Guest Information Name: Jolie Kahn Title: CEO Company Information Company Name: AVAX One Technology Ltd. Ticker: (NASDAQ: AVX) Website: https://avax-one.com/ Jolie’s Bio: Jolie Kahn has an extensive background in cryptocurrency, corporate finance and corporate and securities law. She has been the proprietor of Jolie Kahn, Esq. since 2002 and has a deep depth of involvement in various aspects of cryptocurrency including serving as general counsel to one of the largest bitcoin mining companies from 2018-2023 and as outside counsel to various other cryptocurrency-based public entities. She has participated in various large industry conferences both as a speaker and panelist, supporting the cryptocurrency and the blockchain ecosystem. Ms. Kahn has also acted in various corporate finance roles, including extensive involvement of preparation of period filings and financial statements and playing an integral part in public company audits. She also has worked with companies and hedge funds in complex transactions involving the structuring and negotiation of large scale debt and equity financings, mergers, and acquisitions. Ms. Kahn has practiced law in the areas of corporate finance, mergers & acquisitions, reverse mergers, and general corporate, banking, and real estate matters. She represents both public and private companies, hedge funds, and other institutional investors in their role as investors in public companies. She served as Interim CFO of GlucoTrack, Inc. from 2019 - 2023. Ms. Kahn holds a BA from Cornell University and a J.D. magna cum laude from the Benjamin N. Cardozo School of Law. Company Bio: AVAX One offers investors regulated access to Avalanche, one of the fastest-growing Layer 1 blockchain ecosystems. Combining the reliability of U.S. equity markets with the upside of next-gen finance, it is a modern strategy for a new financial era. AVAX One Technology Ltd. (NASDAQ: AVX) is the first publicly traded Avalanche Treasury company, building the premier institutional gateway to the onchain financial economy powered by the Avalanche blockchain network. Through AVAX accumulation, onchain yield, and strategic acquisitions, we aim to compound long-term value for our shareholders while supporting the growth of the Avalanche ecosystem. Led by a team of veterans from institutional finance and public company backgrounds and advised by leaders from across the digital asset industry, AVAX One is being built to be a scalable, regulated gateway for public market investors to participate in the growth of the onchain economy.

    20 min

  8. FEB 9

    Inside a $4B Fixed Income Powerhouse – Meet David Kang CEO of Ducenta Squared

    Guest: David Kang is Chairman and CEO of Ducenta Squared With Approximately $4B AUM Website: https://www.ducentasquared.com/ AUM: $4B AUM Bio: David Kang is Chairman and CEO and is a member of the Executive Committee, leading and driving the strategic vision of the firm globally. He leads business development with the President and leads strategic initiatives with the Senior Advisors. He is Managing Partner of RSMD Investco LLC, the primary shareholder of Ducenta Squared Asset Management and is the CEO and President of the RIA R Squared Inc., an affiliate of RSMD Investco LLC. David has 20+ years experience in the financial markets, investments, and commercial real estate, having managed over $3 billion of assets. Prior to founding RSMD Investco LLC, Mr. Kang ran his family business while creating and managing his family office. Mr. Kang began his career in private wealth at Morgan Stanley Dean Witter. Mr. Kang received his Bachelor of Science degree in Pre-Med at University of California, Irvine and his executive Master of Business Administration degree from University of California, Irvine. He is currently an Advisory Board Member at Merage School of Business i) Center for Real Estate and ii) the Center for Investment and Wealth located at the University of California, Irvine. Ducenta Squared Bio: With decades of experience navigating public and private markets, Ducenta Squared brings deep knowledge and analytical rigor to every corner of the fixed income universe. The team has invested through various market cycles across credit, rates, structured products, municipals, and alternatives, allowing them to uncover value wherever it exists. This breadth enables them to build resilient portfolios tailored to meet each client’s objectives, risk tolerance, and investment horizon.

    26 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.

Information

  • Creator
    Adam Sarhan
  • Years Active
    2019 - 2026
  • Episodes
    309
  • Rating
    Explicit
  • Copyright
    © Adam Sarhan
  • Show Website
    Smart Money Circle