57 episodes

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

Smart Money Circle Adam Sarhan

    • Investing
    • 5.0 • 8 Ratings

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

    Smart Money Circle Interview With Ed Butowsky Managing Partner At Chapwood Investments with $450M AUM

    Smart Money Circle Interview With Ed Butowsky Managing Partner At Chapwood Investments with $450M AUM

    Ed Butowsky, managing partner of Chapwood Investments, LLC With approximately $450 million in assets undermanagement. Ed has a unique approach at investing and explains his process in today's audience. Ed is able to break down complicated issues so that they are easily understood. Leaving the audience of his appearances with knowledge and direction versus just information has been a hallmark of his appearances for over two decades.


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

    • 31 min
    Timeless Advice From Sean Feeney, CEO, At USA Technology - Ticker $USAT

    Timeless Advice From Sean Feeney, CEO, At USA Technology - Ticker $USAT

    This is an excellent interview packed with timeless knowledge from USA Technology CEO Sean Feeney. 


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

    • 37 min
    Lance Roberts Tells You The Number 1 Thing To Do To Generate Consistent Returns On Wall Street - $1B AUM

    Lance Roberts Tells You The Number 1 Thing To Do To Generate Consistent Returns On Wall Street - $1B AUM

    My guest today is Lance Roberts, Chief Investment Officer, of RIA Advisors with approximately $1B in assets under management.

    Lance Roberts has an extensive investing background that spans more than 25 years. From private banking and investment management to private and venture capital, Lance has pretty much “been there and done that.” His common sense approach and “real world” examples have appealed to a broad investing audience for two decades.   

    Lance is the Chief Investment Strategist for RIA Advisors and Lead Editor of the Real Investment Report, a weekly subscriber-based newsletter to over 100,000 people nationwide. The newsletter covers economic, political and market topics as they relate to your money and life. He also hosts The Real Investment Show podcast, and his opinions are frequently sought after by major media sources. His insights and commentary on trends affecting the financial markets earned him a spot in the 2020 Refinitiv Global Social Media 100 influencers list.  

    Lance’s investment strategies and knowledge are found on CNBC, Fox Business News, Business News Network and Fox News. He has been quote source for many publications, including the Wall Street Journal, Bloomberg, The New York Times, The Washington Post, MarketWatch.com and TheStreet.com. His writings and research are also regularly featured on several of the nation’s biggest financial blog sites, such as the Pragmatic Capitalist, Credit Writedowns, The Daily Beast, Investing.com, Zero Hedge, Seeking Alpha and more.








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

    • 43 min
    Timeless Lessons & Mistakes Investing in Commercial & Industrial Real Estate - $475M Firm

    Timeless Lessons & Mistakes Investing in Commercial & Industrial Real Estate - $475M Firm

    My guest today is Brian C. Adams, President and Founder, of Excelsior Capital, with $475M in assets undermanagement. Brian spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.  

    He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.


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    • 30 min
    Jim O'Shaughnessy’s Four Investing Horsemen & Much More - $4 Billion AUM

    Jim O'Shaughnessy’s Four Investing Horsemen & Much More - $4 Billion AUM

    My guest today is Jim O'Shaughnessy, Chairman and Co-Chief Investment Officer, at O'Shaughnessy Asset Management with $4 Billion in Assets Under Management (AUM). Jim shares, his story, his investment process, and some timeless lessons he’s learned over his career. Jim also talks about investor psychology and shares his four investing horsemen (and a lot more!). Learn more at: https://OSAM.com/


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    • 49 min
    How To Create A Long-Term Holistic Financial Plan With Nathan Mersereau - $1 Billion Money Manager

    How To Create A Long-Term Holistic Financial Plan With Nathan Mersereau - $1 Billion Money Manager

    My guest today is Nathan Mersereau, CEO and President, of Planning Alternatives, an independent wealth management firm with over $1 billion in assets under management.

    With over 25 years of experience in the financial services industry, Nathan has led Planning Alternatives to industry recognition by winning the Schwab Trailblazer award. Nathan has been a featured panelist at industry conferences and a contributing member of Charles Schwab and Envestnet Tamarac’s advisory boards. He is a member of NAPFA (National Association of Personal Financial Advisors), the community of fiduciary Fee-Only advisors offering holistic, objective financial advice. He has contributed to various media publications including USA Today, the Wall Street Journal and Michigan Medicine, as well as appeared on NBC’s WDIV-TV.

    As a Certified Financial Planner®, Nathan provides comprehensive wealth management solutions for clients focused on achieving and maintaining financial independence.

    Prior to joining the firm in 2009, Nathan was the owner and President of Oakland Wealth Management.

    Nathan holds a Bachelors of Arts in Administrative and Commercial Studies from the University of Western Ontario and a Bachelors of Commerce in Finance from the University of Windsor.

    He is a member of Young Presidents’ Organization (YPO), a premier peer network of chief executives and business leaders. Nathan sits on the board of the YPO Global One chapter and is a contributing member of the CNBC – YPO Chief Executive Network.

    Nathan serves on the board of Variety, The Children’s Charity, a non-profit organization devoted to supporting children in need. He also an active supporter of the Alzheimer’s Association of Michigan.


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    • 28 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

A. Boon ,

Wealth of Info!

Adams questions are spot on and the candid answers from the guests are priceless. Great show that has lessons to crossover any industry!

Deevine238 ,

Love the show! So helpful :)

Lessons are great and filled with action items and a lot of interesting info!

klein98 ,

Great podcast

Always nice to hear your coverage of financial markets.

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