90 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

    • Business
    • 4.9 • 12 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

    Investing In Vice: Dan Ahrens - MD & Portfolio Manager at AdvisorShares with $1.5B AUM

    Investing In Vice: Dan Ahrens - MD & Portfolio Manager at AdvisorShares with $1.5B AUM

    Dan Ahrens shares some timeless advice with the Smart Money Circle audience. Dan is the Managing Director and Portfolio Manager at AdvisorShares which manages over $1.5 Billion in assets.  Dan Ahrens AdvisorShares Dan Ahrens is managing director, chief operating officer and portfolio manager at AdvisorShares. He is portfolio manager of the AdvisorShares Hotel ETF (ticker: BEDZ), AdvisorShares Restaurant ETF (ticker: EATZ), AdvisorShares Pure Cannabis ETF (ticker: YOLO), AdvisorShares Pure US Cannabis ETF (ticker: MSOS), AdvisorShares Vice ETF (ticker: VICE), and the AdvisorShares Psychedelic ETF (ticker: PSIL). Dan carries over two decades of experience in the financial services industry serving in a variety of senior-level capacities. He founded Ahrens Advisors, L.P., an SEC-registered investment advisor, where he was portfolio manager of the Ladenburg Thalmann Gaming and Casino Fund. Dan also served as president of the MUTUALS.com Funds, where he launched the Vice Fund (VICEX) and served as its original portfolio manager. He was also the portfolio manager of the Generation Wave Growth Fund (GWGFX). During that time, he was also president and chief compliance officer of Mutuals Advisors, Inc, and acted as president, treasurer and financial & operations officer of an affiliated broker dealer firm. Dan is the author of “Investing in Vice” (St. Martin’s Press, 2004) and “Investing in Cannabis: The Next Great Investment Opportunity” (Wiley, 2020), and has appeared prominently across financial media outlets and major national and trade publications. He earned a Bachelor of Business Administration in Finance from Texas Tech University.  


    Learn more: https://advisorshares.com/


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

    • 28 min
    Align Your Faith & Investments - Chris McMahon, President, and CEO of Aquinas Wealth Advisors with $500M AUM

    Align Your Faith & Investments - Chris McMahon, President, and CEO of Aquinas Wealth Advisors with $500M AUM

    Align Your Faith & Investments - Chris McMahon, President, and CEO of Aquinas Wealth Advisors with $500M AUM. 

    For over 30 years Chris has advised his clients in the areas of comprehensive financial planning, asset allocation, retirement planning and estate tax management techniques. Chris is an industry resource serving as a consultant and advisor to a multitude of industry professionals, giving clarity in the areas of practice management, client care and comprehensive financial planning.

    Chris graduated from Duquesne University in 1986 with a BA in economics. He also earned the ChFC (Chartered Financial Consultant) designation from the American College in Bryn Mawr, Pennsylvania, in May of 1990. In January of 2005, Chris earned the AWMA (Accredited Wealth Management Advisor) designation through the College for Financial Planning in Denver Colorado.

    Chris is very involved in his community; he has served as the president of the Duquesne University Alumni Board, the president of St. Bernard’s Roman Catholic Church Parish Council, a board member of Oakland Catholic High School, a member of Mt Lebanon municipal Pension Board, and a board member of the Cystic Fibrosis Foundation of Pittsburgh. Currently, Chris is a member of both the Duquesne University Board of Trustees and Investment Committee. He is also a committee member of the Little Sisters of the Poor, a board member of Mary’s Place Pittsburgh, a board member of Legatus International. Chris also remains active in youth sports in the Mount Lebanon area. Chris and his wife Molly have been married for 25 years and have five children, Kate, Will, Jack, Hugh, and Emma.

    Website: https://aquinaswealth.com/


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    • 25 min
    David Jemmett, CEO, Cerberus Sentinel ($CSIO)

    David Jemmett, CEO, Cerberus Sentinel ($CSIO)

    David Jemmett, CEO, Cerberus Sentinel ($CSIO)

    Smart Money Circle: Adam Sarhan Interviewed David Jemmett, Chief Executive Officer at Cerberus Sentinel $CISO.  David Jemmett has more than 35 years of executive management and technology experience with telecommunications, managed services, and Cybersecurity consulting services. Mr. Jemmett presently serves as the CEO and founder of Cerberus Cyber Sentinel Corporation. Mr. Jemmett has specialized expertise in Cybersecurity, healthcare, Compliance, and governmental regulations, and has been intimately involved in designing, building, re-vamping, and/or managing networks and data centers worldwide.

    Website |Corporate Deck | NASDAQ:CISO


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    • 26 min
    SMC Interview: Dr. TJ Jiang CEO and Co-Founder AvePoint $AVPT

    SMC Interview: Dr. TJ Jiang CEO and Co-Founder AvePoint $AVPT

    Dr. Tianyi Jiang (TJ) CEO and Co-Founder AvePoint in 2001 and has served as the organization's Chief Executive Officer since 2005. Today, TJ is responsible for overall strategy and direction of AvePoint which includes product innovation, investor relations and business development. He is focused on delivering value to customers, partners, shareholders and to the AvePoint team, every day.  A recipient of Ernst & Young’s Entrepreneur of the Year award in New Jersey in 2010, TJ received both B.S. and Masters in Electrical and Computer Engineering from Cornell University, and a Master of Philosophy and PhD in Data Mining from Department of Information Systems, Operations Management, and Statistics, Stern School of Business, New York University.



    website: https://www.avepoint.com/




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    • 25 min
    SMC: Adam Sarhan Interviewed Cantaloupe ($CTLP) CEO Ravi Venkatesan For Timeless Advice

    SMC: Adam Sarhan Interviewed Cantaloupe ($CTLP) CEO Ravi Venkatesan For Timeless Advice

    Cantaloupe ($CTLP) CEO Ravi Venkatesan shares his journey and some timeless advice with the SmartMoneyCircle audience.   



    Bio: Ravi Venkatesan was named Chief Executive Officer and a member of the Board of Directors at Cantaloupe in September 2022, after serving as Chief Operating Officer starting in February 2022 and as Chief Technology Officer from December 2020. He is responsible for leadership of the company’s architecture, development, network and business operations, product teams, as well as customer success. A proven leader with extensive expertise in product development, information systems, software development and program management, Mr. Venkatesan brings more than 20 years of experience in driving innovative change within technology environments. Previously, Mr. Venkatesan was Head of Innovation at Bakkt. He held the dual roles of Chief Technology Officer and Chief Product Officer at Bridge2 Solutions, preceding its sale to ICE, the parent company of Bakkt. Prior to his position at Bakkt he was the Vice President of Information Technology Strategy and Delivery at Cbeyond. Earlier in his career he spent time as a consulting leader with Accenture. Mr. Venkatesan graduated from Bangalore University with a degree in Electronics and went through a Post Graduate Program in Finance and Information Management from the Management Development Institute.


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    • 19 min
    SMC - Adam Sarhan Interviewed Steven Orr (A.K.A. Big Beat) shares timeless lessons he's learned since he began trading in the early 1990's

    SMC - Adam Sarhan Interviewed Steven Orr (A.K.A. Big Beat) shares timeless lessons he's learned since he began trading in the early 1990's

    Steven fell in love with trading at a very early age and shares some timeless lessons he's learned along the way with the SmartMoneyCircle audience.   

    Steven is the Chief Strategy Officer for Money.net. He has produced and hosted thousands of webinars, shows, interviews as the featured on-air talent and delivered industry-leading financial squawk services.  Steven has had the privilege to work in the US Government (White House, State Department, and Congress.) Also, he was in the professional sports industry (NBA, MLB, NFL, PGA) in tech and on-air.  

    Steven is an active professional trader who has traded every sector and financial instrument since the early 1990's! Including stocks, bonds, options, futures, currencies, and cryptocurrency. Mr. Orr serves on the board of American Blockchain and Cryptocurrency Association.  https://www.abcaonline.org/about  He is passionate about delivering financial news and likes to share it with other traders.


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

    • 29 min

Customer Reviews

4.9 out of 5
12 Ratings

12 Ratings

Mariann!! ,

Great show!

Very valuable podcast with lots of free research and information.

Heather Bo ,

Great Content!

A wide range of interesting topics discussed with knowledgeable guests make this podcast both highly entertaining and informative!

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!

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