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. 19 HR. AGO

    Meet Chris Loeffler: Caliber's CEO Shares Timeless Lessons For Investing In Real Estate. $CWD

    Meet Chris Loeffler: Caliber's CEO Shares Timeless Lessons For Investing In Real Estate. $CWD Guest: Chris Loeffler Title CEO and Co-Founder Website: https://www.caliberco.com/ Ticker: CaliberCos Inc. NASDAQ: $CWD BIO: Chris Loeffler has served as the CEO and Chairman of Caliber’s Board of Directors since its inception. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation. As a Co-Founder, Chris took an early role in forming the Company’s financial and operational infrastructure and navigating the vertical integration of all real estate and investment services. Prior to forming Caliber, Chris served as an Assurance Associate at PwC in Phoenix, Arizona, completing public company audits, developing control systems, and completing several acquisition or sale transactions. Some of Chris' clients included Honeywell International, Inc., CSK Auto Inc., Verizon Communications, Inc., Republic Services, Inc., Car Wash Partners, Inc., and the Arizona Diamondbacks. Chris earned a Bachelor of Science degree in business administration with a concentration in accounting from California Polytechnic State University, San Luis Obispo. Chris also attended Universidad Complutense de Madrid (University of Madrid) in Madrid, Spain. In addition, Chris is the Co-Founder and former Board Director for Qwick, Inc., a venture-funded hospitality staffing marketplace, a Board Director for ZenniHome, Inc., a housing-tech startup and a Board Director and Treasurer for the Mesa Police Foundation. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    11 min

  2. 2 DAYS AGO

    This CEO Worked With Ray Dalio & Wants To Improve Healthcare: Mark Bertolini CEO Oscar Health $OSCR

    This CEO Worked With Ray Dalio & Wants To Improve Healthcare: Mark Bertolini CEO Oscar Health $OSCR Great timeless lesson from Mark = "The Leading Cause Of Failure Is Success" Guest: Mark Bertolini CEO Oscar Health OSCR Website: https://www.hioscar.com/ Ticker: $OSCR Bio: Mark T. Bertolini is the Chief Executive Officer of Oscar Health, a leading healthcare technology company dedicated to making a healthier life accessible and affordable for all. Mark is former Co-Chief Executive Officer of Bridgewater Associates, the world’s largest and most successful hedge fund. Mark is also a national health care thought leader, and the former Chairman and CEO of Aetna Inc. At Aetna, Mark assumed the role of CEO in November 2010, and of Chairman in April 2011. In November 2018, he stepped down as Chairman and CEO and served as a Director of CVS Health Corporation upon completion of CVS Health’s acquisition of Aetna, valued at $69 billion. Throughout Mark’s tenure at Aetna, he led the company’s transition from a traditional health insurance company to a consumer-oriented health care company focused on delivering holistic, integrated care in local communities. Before joining Aetna, Mark held executive positions at Cigna, NYLCare Health Plans, and SelectCare, Inc., where he was President and Chief Executive Officer. He serves as a director of Verizon Communications Inc. (communications and technology solutions), Thrive Global (sustainable, science-based solutions to enhance well-being, performance and purpose), and the FIDELCO Guide Dog Foundation (non-profit organization that breeds, trains and places German Shepherd guide dogs with people who have visual disabilities). --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    31 min

  3. 4 DAYS AGO

    This CEO is working on a drug to slow Alzheimer's – Meet Cuong Do, CEO, Bioviepharm - $BIVI

    Guest Name: Cuong Do Title: President & CEO Website: https://bioviepharma.com/ Ticker: BIVI Bio: Cuong Do President & Chief Executive Officer​ Cuong Do, MBA, is the President and Chief Executive Officer of BioVie Inc., a clinical-stage company developing innovative drug therapies for the treatment of neurological and neurodegenerative disorders and advanced liver disease. Do is a highly experienced life sciences executive, who has served in various leadership roles at multiple global enterprises and publicly owned companies over the past 35 years. Prior to his appointment with BioVie, Do was President of Samsung Global Strategy Group where he helped to set the strategic direction for the company’s diverse business portfolio, including the growth of its biologics businesses. He was previously the Chief Strategy Officer for Merck, a leading US pharmaceutical company on the Fortune 500 list, where he played a key role in defining the company’s strategy, including its focus on oncology and creating its leading position with the anti-PD-1 therapy, pembrolizumab (KEYTRUDA®). Do also held leadership roles in the technology space at Lenovo and Tyco Electronics, and was a senior partner at McKinsey & Company, where he spent 17 years helping to build the company’s healthcare, high tech and corporate finance practices. Do is an active entrepreneur who founded Callidus Biopharma (a biotech company working in rare diseases that was acquired by Amicus Therapeutics in 2013), Lysodel Therapeutics (a company developing an innovative pharmaceutical product for obesity), and M6P Therapeutics (a company developing gene and enzyme replacement therapies for rare lysosomal storage disorders). He is a founding member of Social Impact Partners, which is a purpose-driven alliance of global experts and young change-makers working to fight against Alzheimer’s Disease. Do also serves as a member of multiple advisory boards to companies and academic institutions, including Seneca Therapeutics, Stanford Medicine, The Tuck School of Business at Dartmouth, Fulbright University Vietnam, Ideal Semiconductors, ILiAD Biotechnologies and others. Do is also a passionate philanthropist, particularly in autism and education. He founded Profectum Foundation, which specializes in providing training and education for professionals and parents of children with autism or special needs. He also founded Identifor, Inc. and the Identifor Foundation to help autistic teenagers identify abilities and strengths to make the transition to adulthood. He currently or formerly served on the boards of Celebrate the Children (a school for children with special needs in New Jersey), Autism Speaks and its Executive, Strategy, Science and Family Services committees and Caring for Cambodia (a non-profit working to educate 7,000+ K-12 students in Siem Reap, Cambodia). He holds a BA from Dartmouth College, and an MBA from the Tuck School of Business at Dartmouth. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    21 min

  4. DEC 12

    Meet the Man Who Shaped Your Childhood: Multi-Emmy Award Winning CEO Andy Heyward Kartoon Studios

    Guest: Meet the Man Who Shaped Your Childhood: Multi-Emmy Award Winning CEO Andy Heyward Kartoon Studios Website: www.kartoonstudios.com Ticker: TOON Bio: Multi-Emmy Award-winning producer, and CEO of Kartoon Studios, Andy Heyward has made more episodes of children’s television than any other producer, including Walt Disney. After graduating from UCLA with a Bachelor of Arts degree in Philosophy in 1975, he joined Hanna-Barbera as a writer and story editor. During his five years with Hanna-Barbera, he was involved in the development and writing of numerous series including Scooby Doo, Flintstones, Jetsons, Smurfs, Yogi Bear, and Scooby’s All Star Laff-A-Lympics. In 1980, he moved to France where he joined DIC Audiovisual, a production company specializing in children’s animated programming. In 1982, he co-created Inspector Gadget and during the following years he produced over 5,000 episodes of award-winning children’s programs, most of which shows and brands are household names, including Inspector Gadget, The Real Ghostbusters, Alvin and the Chipmunks, Hello Kitty, Sonic the Hedgehog, Super Mario Bros, Sabrina the Teenage Witch, Strawberry Shortcake, Care Bears, Captain Planet, Teddy Ruxpin, Sailor Moon, Madeline, Where on Earth is Carmen Sandiego, Liberty's Kids, Warren Buffett’s Secret Millionaires Club, Llama Llama, Rainbow Rangers, Stan Lee’s Superhero Kindergarten starring Arnold Schwarzenegger, and dozens more. In 1994, he convened the National PTA, National Education Association, UCLA School of Education, and producers from throughout the industry to draft the first voluntary set of program guidelines for children’s television. In 1996, he hosted the first meeting between then FCC Chairman Reed Hundt and children’s television producers. Today under Kartoon Studios, Heyward produces and licenses brands ranging from Stan Lee Universe, to Baby Genius, to Warren Buffett's Secret Millionaires Club, to Thomas Edison's Secret Lab, to Stan Lee’s Superhero Kindergarten, to the recently released Shaq’s Garage for the global market. He has also been the largest producer of FCC mandated educational informational programming for children, and has produced hundreds of PSAs promoting child safety, health, exercise, and nutrition. In collaboration with Warren Buffett, he produces the short film which opens the annual Berkshire Hathaway Shareholders meeting, and he co-authored a book with Warren Buffett promoting financial literacy for kids. Heyward is also the author of Go Go Gadget – The Creation of Inspector Gadget. Andy's notable work in children's programming has earned him multiple industry awards, and his charitable efforts off-screen have resulted in numerous recognitions. Some of his awards include two Emmys, nine Emmy nominations, two Humanitas Awards, two Cable Ace Awards, five Golden Reel Awards, three Environmental Media Awards, a New York Television Festival Award and a National Education Association Award, among others. He was inducted into the KidScreen Hall of Fame and won the Studio of the Year at Italy’s Cartoons on the Bay International Festival of Television Animation in 2006 (co-awarded to Roy Disney). Heyward is a member of the Producers Guild of America, the National Academy of Television Arts and Sciences, the International Academy of Television Arts and Sciences, and the British Academy of Film and Television Arts (BAFTA). He was the 2010 UCLA College of Humanities Commencement speaker and is currently a Mentor in the UCLA mentoring program. He is active in many community activities, including serving on the Board of Directors of Cedars-Sinai Medical Center, where he was recently made a Life Trustee. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    24 min

  5. DEC 10

    $8 Billion Money Manager Shares Timeless Advice: Robert Balentine's Journey in Wealth Management

    Website: https://www.balentine.com/ Bio: Robert Balentine Chairman Partner Robert Balentine is Chairman of Balentine. He brings 40 years of experience advising clients and families on matters relating to their wealth and legacy. A seasoned entrepreneur, Robert has experience building, buying, and selling businesses, and has counseled many of our entrepreneurial clients on matters relating to managing their businesses, as well as managing their wealth. He was the inaugural recipient of the Metro Atlanta Chamber’s 2013 Business Person of the Year, Lifetime Achievement Award. Barron’s and Forbes have each named Robert one of the country’s top wealth management advisors, and Atlanta Business Chronicle named Robert to its 2018 list of Most Admired CEOs. He is a frequent contributor to the media and addresses audiences across the country on topics related to investing and entrepreneurship. First Generation Wealth, a book co-written by Robert and CEO Adrian Cronje, was released in September 2021. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    23 min

  6. DEC 9

    Driving Toward a Sustainable Future Steven Rossi Shares Worksport’s Mission

    Driving Toward a Sustainable Future: Steven Rossi Shares Worksport’s Mission Website: https://worksport.com/ Bio Steven Rossi has been developing companies in the automotive industry. Mr. Rossi brings the ability to create a vision, mastermind innovative products and lead his team in the execution of the ensuing strategy. This was clearly demonstrated when his previous company in the auto parts and recycling business was acquired. While he has unquestioned experience and knowledge in the automotive industry he has acquired the skills to build successful teams and lead Worksport into its growth journey. Worksport's MISSION Reshape what a pickup truck can be by redefining quality and transforming expectations of truck utility. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    45 min

  7. DEC 7

    Peak Performance Expert - Lynn Teachworth Reveals the Power of Energy, Alignment, and Movement

    Lynn Teachworth Mental &Physical Performance Therapist Trunamics.com Website: https://www.trunamics.com/ Lynn’s Bio: More About Lynn BS, LMT, GIFT, KMI, Adv CBP, CAFS Lynn has been a licensed massage therapist for over 25 years. His clients include over 2000 professional athletes in the PGA, LPGA, NBA, NFL, MLB as well as many other sports including professional wake boarding and water skiing. He is also a 2018 inductee into the World Massage Federations Hall of Fame. Lynn specializes in pain, sports injuries, and sports performance. He has certifications in Structural Integration, Myofascial Release, Source Point Therapy, Trigger Point Therapy, Cranial-Sacral Therapy, Visceral Manipulation and Body Talk. Lynn is also a Gift Fellow through the Gray institute, the most advanced training in functional movement and bio-mechanics available. A former BodyTalk instructor, he is well-versed in the scientific basis of energy medicine and integrates this into his practice as well. We also use Microcurrent Therapy when needed, to help remove scar tissue and inflammation quickly and painlessly. One of only a few therapists in the world with advanced training in structural bodywork, bio-mechanics and movement as well as energy medicine, Lynn is able to address chronic stress, headaches, tennis elbow, back pain, plantar fascitis, rotator cuff issues, neck, knee or lower back pain efficiently and comprehensively - often resolving it quickly and permanently. In addition to recovery, rehab, and maintenance work, Lynn also helps improve athletic performance. If you are looking to improve your sports performance in golf, football, soccer, lacrosse, water skiing/wakeboarding, Lynn can help find out where and why your body is not performing or is not coordinated enough to develop specialized skills. He is a certified Nike360 Golf Perfomance Specialist as well as a certified Applied Functional Science trainer. Teaching is one of Lynn's passions; as the Director of Trunamics, his emphasis is on teaching integrative truths of human body dynamics to make good therapists great. He has been teaching for over 15 years in the USA, Germany, Japan, Ireland, Canada, Australia and the UK. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    35 min

  8. DEC 6

    Meet Dr. Phillip Frost: Billionaire CEO & The Healthcare Pioneer Behind OPKO Health $OPK

    Guest: Meet Dr. Phillip Frost: Billionaire CEO and the Healthcare Pioneer Behind OPKO Health $OPK Website: https://www.opko.com/ Ticker: $OPK His Wikipedia page: https://en.wikipedia.org/wiki/Phillip_Frost Bio: Dr. Frost has been the CEO and Chairman of OPKO since March 2007. Previously, Dr. Frost served at Teva Pharmaceutical industries, Limited (“TEVA”) as both Chairman of the Board and Vice Chairman. Dr. Frost served as Chairman of the Board of Directors and CEO of IVAX Corporation from 1987 until its acquisition by Teva in January 2006. He also served as Chairman for Key Pharmaceuticals, Ladenburg Thalmann Financial Services was a director of Continucare Corporation and Castle Brands, Inc. He was also a Governor and Co-Vice-Chairman of the American Stock Exchange. Dr. Frost is a past chairman and currently serves as a member of the Board of Trustees of the University of Miami, the Shanghai Institute for Advanced Immunochemical Studies in China, and as a Trustee of the Miami Jewish Home for the Aged and the Mount Sinai Medical Center. He also serves as a member of the Executive Committee of the Phillip and Patricia Frost Museum of Science. He is a past member of the Board of Trustees of the Scripps Research Institute, the Board of regents of the Smithsonian Institution, and the Skolkovo Foundation Scientific Advisory Council in Russia. Dr. Frost is a director of Cocrystal Pharma Inc, a publicly traded biotechnology company developing new treatments for viral diseases. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

    37 min
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4.9
out of 5
14 Ratings

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
    202
  • Rating
    Clean
  • Copyright
    © Adam Sarhan
  • Show Website
    Smart Money Circle

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