Smart Money Circle Adam Sarhan

Nick Griebenow, CFA and one of the Portfolio Managers at at Shelton Capital Management - Ticker: $EQTIX with over $4 Billion in assets under management.



Website:

https://sheltoncap.com/



Bio:

Nick Griebenow, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Griebenow has extensive knowledge in option strategies and was previously a Senior Derivatives Trader at a large national brokerage firm. He received a B.A. from Colorado State University.



Shelton Capital Firm AUM as of 9/30/23 is $4.3B (of that over $1.1B in managed option strategies)


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God and Nature Are Long. To Make Profits, Take
Profits.

 

Name: Dryden Pence 
Title: Pence Capital Management CIO Pence Wealth Management, & Pence financial
group.
Website: https://pencecapital.com/team-members/dryden-pence/
AUM: $2.2B & $1B AUA


Bio:

Dryden Pence serves as Chief Investment Officer for Pence Capital Management (“PCM”), overseeing the consulting activities for PCM related strategies. With 30 years of experience in the financial industry, and as a retired Army Colonel trained in the field of Intelligence, Special Operations and Psychological Warfare, he specializes in capitalizing on the supply chain of human demand by identifying investment opportunities through its trademarked process: Choke Point Investing™.



Dryden Pence combines his formal training and knowledge as an Economist with his years of experience in psychological warfare to bring a unique understanding of human behavior and how it affects the economy and the markets (ahead of change). He is an Accredited Investment Fiduciary® and in his capacity, as Chief Investment Officer at Pence Capital Management, he oversees the investment strategy and consultative services provided to product platform distributors.


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Craig Conti, Chief Financial Officer, Verra Mobility, ($VRRM)



Website: https://ir.verramobility.com/



Bio:
Craig Conti has served as Verra Mobility’s Chief Financial Officer since April 2022. Prior to joining Verra Mobility, Craig was the executive vice president and CFO of Century Aluminum Company (NASDAQ: CENX), a global producer of primary aluminum. He previously served as the CFO for ITW’s welding business, and he also led financial planning and analysis for GE Healthcare’s IT business. Mr. Conti began his career at GE, where he gained a wide range of finance, operations and strategy experience over the course of 15 years.


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Chris O’Keefe, CFA, lead portfolio manager of Logan Capital Management $4B in AUM and AUA. Chris manages over $1B in his dividend strategies.



Chris manages the Dividend Performers Strategy and

the Dividend Performers Balanced Strategy at Logan Capital.



Chris O’Keefe, CFA, lead portfolio manager of Logan Capital Management’s Dividend Performers Strategy and the Dividend Performers Balanced Strategy. Chris notes now is the time for investors to consider dividends. He says, in a stressed economy with rising rates, you want more durable, resilient companies. Dividend-paying stocks tend to do better in this environment, and valuations look more reasonable on that side of the universe.


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Distressed Investing With George Schultze, Founder & CEO, of Schultze Asset Management ~ $100M AUM



Website: https://samco.net/




Bio:



George J. Schultze is Managing Member and Founder of Schultze Asset Management, LLC (SAM). He chairs the firm’s Investment and Strategy Committees and, together with his team, makes the final decision on all investments for the portfolio.



Mr. Schultze is widely recognized as an expert on distressed and special situations investing and is often quoted in the media regarding high profile reorganization cases such as the Chrysler Automotive bankruptcy. He is also a frequent speaker at industry conferences and graduate schools such as Harvard Business School. Prior to founding SAM, he honed his activist distressed investing approach with MD Sass. Before that, he was employed with Fiduciary Partners fund of funds, the Mayer Brown & Platt law firm, and Merrill Lynch.





Mr. Schultze is a joint graduate of Columbia Business School and Columbia Law School, JD/MBA. He founded the Columbia Law School Investment Club and served as editor for the Columbia Business Law Review. He also authored several papers including: Negotiating the TWA Bankruptcy Restructuring, Tax Factors and ERISA Implications of Corporate Restructurings, and International Banking Law. While at Columbia, he placed 2nd in the 1995 business school annual stock-picking contest.



Mr. Schultze earned a BA from Rutgers College where he graduated with a joint major in Economics/Political Science and the Henry Rutgers Scholar distinction. While at Rutgers, he won The Wall Street Journal Award for Excellence in Economics and placed 23rd nationwide (from over 14,000 participants) and first place at Rutgers in the 1991 AT&T Annual Stock Picking Contest. Although born and raised in the U.S.A.,



Mr. Schultze is fluent in German and Spanish. He is a regular contributor to the online version of Forbes, wrote the book on Vulture Investing, is a guest lecturer at Harvard Business School, and regularly speaks at industry forums.


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Kurt Nye, CFA, Group Head of Alternative Investments, Managing Director, MAI Capital Management ($14B AUM)

Website: MAI.capital

Kurt manages several of MAI's private funds and the Managed Volatility Strategy which leverages alternative investments to mitigate risk.


MAI has a strong focus on alternatives and having options to help clients withstand market volatility.





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