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Smart Money Circle

62 EpisodesProduced by Adam SarhanWebsite

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 … read more

62 Episodes | 2019 - 2021

$PERI CEO - Learn How Digital Advertising Has Changed The World With Perion CEO Doron Gerstel

September 22nd, 2021


Doron Gerstel joined Perion as CEO in April 2017. Serving as CEO for the last 20 years, he has established an outstanding ability to drive growth in …

How To Diversify Your Portfolio With Preferred Stocks. Today's Guest Jay Hatfield ~$1 Billion In AUM

June 24th, 2021


My guest today is Jay D. Hatfield, CEO, Instructure Capital, and Portfolio Manager of PFFR with approximately $1 billion in assets under management. …

Smart Money Circle Interview: Sean McCurry & Paul Carroll Of Pinnacle Family Advisors ~$280M AUM

June 21st, 2021


Sean McCurry is President of Pinnacle Family Advisors and Co-Portfolio Manager of the Pinnacle Sherman Funds. Sean founded Pinnacle Family Advisors …

Ryan Detrick, CMT, Chief Market Strategist at LPL Financial ~ $1 Trillion in AUM

May 11th, 2021


My guest today is Ryan Detrick, CMT, Chief Market Strategist at LPL Financial With Approximately $1Trillion in assets under management (AUM). LPL has around 18,000 financial advisors and Ryan shares a ton of great …

Bob Fehrmann, Fehrmann $11 Billion in AUM, Investing In Growth Stocks Since The 1970's

April 27th, 2021


Robert (BOB) Fehrmann has been investing in growth stocks since the early 1970's. At one point, Bob managed $11 Billion for institutional investors and shares timeless lessons he's learned along the way. Date: 4.27.21

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

April 13th, 2021


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 …

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

March 16th, 2021


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

--- Support this podcast:

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

December 16th, 2020


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 …

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

December 15th, 2020


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 …

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

December 8th, 2020


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 …

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

December 2nd, 2020


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 …

How Mark Matson Thinks About Money & How He Built An $8.1 Billion Firm

December 1st, 2020


My guest today is Mark Matson, CEO of Matson Money with approximately $8.1 Billion In assets under management. Mark is an American entrepreneur, author, and innovator in the fields of investing science and financial …

Timeless Advice From A Living Legend - Mr. Leo Melamed, Chairman Emeritus, At The CME Group...

November 9th, 2020


My guest today is Mr. Leo Melamed, Chairman Emeritus, at the CME Group (If you don’t know Leo google him because his story is exceptional!)...

Leo built the CME into what it is today and was the person who literally …

How A Deep Value Investor Enjoys Capital Appreciation AND Income With Jay Hatfield, CEO, Instructure Capital - $400M in AUM

November 4th, 2020


My guest today is Jay D. Hatfield, CEO, Instructure Capital, with approximately $400M in assets under management. Jay is a deep value investor and …

The Art Of Long-Term Investing With Dale Brown Chairman Of A $1.7 Billion Firm

October 28th, 2020


My guest today is Dale Brown, Chairman of the Board, at Salem Investment Counselors with $1.7B AUM. Dale shares a lot of fantastic wisdom in this episode and speaks to the importance of investing for the right reasons. …

How A $20 Billion Firm Allocates Capital

October 27th, 2020


My guest today is Colin Carter, Managing Director, Tiedemann Advisors with approximately $20 billion in assets under management (AUM).

Colin Carter, …

3 Ways To Think About Your Money & Yourself With Jeff Swett who manages over $900M AUM

July 28th, 2020


Jeffrey A. Swett, CFP®, CRPC® Managing Director - Wealth Management The Swett Wealth Management Group with ~$900 million in assets under management. 

3 Ways To Think About Your Money
-Money you need now
-Money you need …

How To Negotiate While Investing In Distressed Real Estate With David Blatt - $100 Million Money Manager

July 21st, 2020


David Blatt is the CEO of CapStack Partners, an advisor focused on helping real estate clients find debt solutions, including project financing, loan …

How To Use Risk and Diversification To Stay Invested With Chuck Self -iSectors $400M AUM

July 8th, 2020


Chuck Self serves as the Chief Investment Officer (CIO) and the Chief Operating Officer (COO) at iSectors® LLC with approximately $400 million in assets under management. Chuck tells you how to build a diversified …

Hire A Family CFO & How To Create A Financial Action Plan With Eric Kittner Chairman Of Moneta With $25 Billion in Assets Under Management

June 29th, 2020


Hire A Family CFO & Learn How To Create A Financial Action Plan With Eric Kittner, Chairman, Of Moneta With $25 Billion in Assets Under Management. Eric shares timeless advice and reiterates the importance for …

Tactical Investing 2.0 With Matthew Tuttle – $215M AUM

June 1st, 2020


My guest today is Matthew Tuttle, CEO, Tuttle Tactical Management with approximately $215M in assets under management. 

Matt tells you about tactical investing 2.0 and shares some timeless lessons he’s learned along the …

Learn From A $5 Billion Firm That Advises Large Family Offices

May 18th, 2020


My guest today is Todd Millay, Managing Director, at Choate Investment Advisors with $5 billion in assets under management. The company was founded …

Change-Based Investing & Finding Mispriced Stocks With Ken Crawford $2.5B AUM

May 12th, 2020


My guest today is Ken Crawford, Senior Portfolio Manager, at Argent Capital Management with $2.5 billion in assets under management. Ken shares a ton …

How A Stock's Sector & Story Can Help You Become A Better Long-Term Investor With Greg Werlinich

May 11th, 2020


My guest today is third generation investor Greg Werlinich. Greg is the President of Werlinich Asset Management who ended last year with $100M AUM. Greg is a long-term investor and tells you how to analyze sectors and …

How To Buy Monster Stocks With A CANSLIM Master - Jim Roppel

April 21st, 2020


My guest today is Jim Roppel, Co-Founder & Founder of Roppel Capital, with approximately $100M AUM. Jim is a CANSLIM legend and is a master at buying monster stocks. If you want to learn how to …

X's & O's: A Closer Look At The Market With Head Of Research At Nasdaq Dorsey Wright

April 17th, 2020


My guest is Jay Gragnani, Head of Research and Client Engagement with Nasdaq Dorsey Wright.
Jay gives you a technical look at the market and explains how he uses X's and O's and momentum to get an edge on Wall Street.

A Portfolio Manager’s Guide To Real Estate Equities At The End Of The Cycle

April 9th, 2020


My guest today is Jimmy Z. Wang, CFA, & Vice President, at Global Real Estate Securities with ~$100M in assets under management.  Jimmy dives deep in real estate investing, REITs, and tells you some timeless lessons …

How To Use Fundamental Analysis & 10Ks To Build A Concentrated Portfolio With Julie Biel - $32 Billion

March 10th, 2020


My guest today is Julie Biel, CFA, Portfolio Manager and Senior Research Analyst, at Kayne Anderson Rudnick with $32 billion in assets under …

How To HEDGE Your Portfolio With Brad Lamensdorf Co-Portfolio Manager Of The $HDGE ETF

March 9th, 2020


My guest today is Brad Lamensdorf, CIO of & Co-Portfolio of the HDGE ETF. This is a great interview. Brad shares timeless lessons he's …

The Riddle Of Money With Julie Johnson McVeigh With Approximately $2 Billion In AUM

March 2nd, 2020


Julie Johnson McVeigh, CFA Managing Director of Fresh Pond Capital a division of Reynders McVeigh Capital Management, LLC with approximately $2 …

How To Use Earnings To Beat The Market With John B. Guerard Jr., Ph.D, With Over $4 Billion In AUM

February 17th, 2020


My guest today is John B. Guerard Jr., Ph.D. Director of Quantitative Research, at Mckinley Capital with over $4 Billion in assets under management. John tells you how he uses earnings to find outstanding stocks that …

Be Happy & Focus On What You Can Control In The Market With Jim Bruyette - $4.3 billion money manager

February 11th, 2020


My guest today is Jim Bruyette, CPA, CFP, Principal , CEO at Sullivan, Bruyette, Speros & Blayney, LLC with over $4.3 billion in assets under …

Long-Term Value Investing With John Buckingham - The Firm Managers Over $5.5 Billion

February 6th, 2020


My guest today is John Buckingham, Chief Investment Officer, at AFAM, A division of The Kovitz Investment Group with over $5.5 billion in assets …

How To Live A Full Life With Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in AUM

February 5th, 2020


My guest today is Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in assets under …

5 Timeless Metrics You Can Use To Find Undervalued Stocks With John Suddeth, With $800 AUM

February 3rd, 2020


My guest today is John Suddeth, Founding Principal, at Naples Global Advisors with about $800 AUM. John is global fundamental investor and he does an excellent job explaining his process. John also shares 5 timeless …

The Hunt For Income With Joe Bozoyan, A $5.5 Billion Money Manager

January 22nd, 2020


My guest today is Joe Bozoyan, CFA & Portfolio Manager, at Manulife Investment Management with approximately $5.5B in assets under management. …

Lessons & Mistakes From The Greatest Investors In History With Justin Carbonneau Who’s Firm Has Managed Up To $1 Billion

January 15th, 2020


My guest today is Justin Carbonneau at Validea Capital Management who’s firm has managed up to $1 Billion in assets under management.

Validea runs strategies from the greatest investors in history. 

--- Support this …

How This ETF Strategist Manages Assets For RIAs...

January 14th, 2020


My guest today is David Clark, President, at Astoria Portfolio Advisors with $320 million in total assets. David tells you how to build a disciplined …

Invest in Businesses, Not Stocks With Justin E. Deutsch, a $250 Million Money Manager

January 9th, 2020


Justin E. Deutsch, Portfolio Manager,  at Weybosset Research & Management with $250 million in assets under management. Justin is a long-term …

The True Driver Of Returns with Rick Manske, CEO, Parsec Financial with $2.7 billion in AUM

December 11th, 2019


My guest today is Rick Manske, CEO, of Parsec Financial with approximately $2.7 billion in assets under management. He shares a lot of great timeless lessons and tells you the true driver of returns. This is a great …

How To Find Extreme Dislocations and Generate Unmistakable Alpha With Steve Grey - $1.5 Billion

December 2nd, 2019


My guest today is Steven Grey, Manager Principal at Grey Value Management who has helped oversee nearly $1.5 billion over his career. Steve looks for extreme dislocations and shares how he generates Unmistakable Alpha …

How To Preserve & Grow Your Money With Lauren Rich Fine

November 25th, 2019


My guest today is Lauren Rich Fine, CFA & Partner at Gries Financial Partners with $650 million in assets under management. Lauren shares how she preserves and grows her client’s capital with proper asset allocation …

How To Find 5-Star Stocks With Carl H. Scholtz

November 20th, 2019


My guest today is Carl H. Scholtz, CFA who is a Portfolio Manager at Scholtz & Company with approximately $250 million in assets under …

How To Find A Distinct Advantage When Investing With Russ Piazza President & CIO Front Street Capital Management

November 19th, 2019


Today's guest is Russ Piazza, President & CIO, at Front Street Capital Management with approximately $500 million in assets under management. Russ also manages the Tarkio Fund (Ticker: TARKX). Russ shares some great …

Uncommon Cents Investing With Sheena Hanson CFP®

November 18th, 2019


My guest today is Sheena Hanson, CFP® and Principle at Uncommon Cents Investing with $210M AUM. Sheena gives you some timeless uncommon cents investing lessons that you don't want to miss. 

Sheena can be reached:

Phone: …

The Value Private Equity Firms Provide With Sean Barrette Partner at L Squared $550M

November 13th, 2019


Today's guest is Private Equity Investor and Partner, Sean Barrette, at L Squared with $550 million in assets under management. Today's episode explains why founders sell to private equity firms, the value private …

Forget R.O.I., Focus on I.O.R. & Informed Simplicity With Ryan Krueger

November 11th, 2019


Today's guest is Ryan Krueger, Co-Founder & CEO, of Kruger and Catalano an independent RIA in Houston TX with $400 million in assets under management (AUM). Ryan started in the mail room at one of the biggest …

The Best Piece Of Retirement Advice From Kevin Conard CEO of The Retirement Planning Group With $900 AUM

November 6th, 2019


My guest today is Kevin Conard, CRPC® CEO at The Retirement Planning Group with approximately $900 million in assets under management. Kevin started with $23 million in 2004 and built his firm to $900 million by 2019! …

Outside The Box Thinking & Different Ways To Handle Risk With Scott D. Martin, Chief Investment Officer At A $1.6 Billion Firm

October 31st, 2019


Today's guest is Scott D. Martin, Chief Investment Officer, at Kingsview Wealth Management with $1.6 billion in assets under management.  Scott is a Certified Investment Management Analyst (CIMA®), and is a Fox News …

A Conversation With One Of The Fastest Growing RIAs On The West Coast

October 30th, 2019


My guest today is Tim Mitrovich, CEO/Chief Investment Officer, at TEN Capital Wealth Advisors in Washington State.  Ten Capital is one of the fastest growing RIAs on the West Coast with approximately $450 million in …

Simple Investing With Sean Miller

October 29th, 2019


My guest today is Sean Miller, President, Portfolio Manager, at Miller Asset Solutions. Sean previously managed over $400M in AUM and is here to …

Learn How A $140 Billion Firm Plays The Game

October 28th, 2019


My guest today is Eric Cadogan, Senior Dealer, at AMP Capital with $140 billion in AUM worldwide.  This is a great episode packed with timeless investing advice that you don't want to miss!

Eric Cadogan can be reached …

Looking For G.A.R.P. Stocks? Learn How A $450M RIA Finds Growth Stocks That Are Trading At A Reasonable Price

October 22nd, 2019


Today's guest, Tim Call, manages $450 million and is the President and Chief Investment Officer at The Capital Management Corporation.  Tim is a long-term investor and shares some timeless advice with you about how to …

Timeless Lessons For Both Bond & Stock Investors - Dan Moskowitz, CFP® $350M AUM

October 15th, 2019


In this episode, Dan Moskowitz, CFP® & President of Chatham Wealth Management, who manages $350M AUM gives you timeless lessons for both bond and stock investors. Dan talks about the importance of having a well …

Timeless Value Investing Lessons From Dave Sather Who Manages $750 million

October 14th, 2019


Attention value investors! Get ready to take notes... This episode is packed with a ton of timeless investing lessons with my special guest:
Dave Sather, President at Sather Financial Group.

Dave talks about the …

Part II: Timeless Investing Lessons & The "Best" Advice -Over $2 billion RIA

October 10th, 2019


In this episode, Stephen A. Hartel, AIF® Wealth Advisor and Accredited Investment Fiduciary® at with over $2B AUM, shares some timeless lessons and the "Best" advice he has received over the years. 

Part 1: Steve Hartel At Trilogy with Over $2B AUM

October 10th, 2019


In this show, you will learn how Stephen views/manages risk, learn how he got started in the business and learn about his investment strategy.  Stephen is driven to help people become intellectually wealthy and he …

Part 2: Timeless Advice For RIAs - From A $1.5 billion RIA

October 4th, 2019


This is the second part of Brian Chastain's interview. Brian is the CIO & PARTNER CFO4 life which manages $1.5B AUM.  In this episode, Brian gives RIAs timeless advice he has learned growing his firm from $13M AUM …

Part 1: 8 Timeless Lessons & Learn How To Retire With Dignity - Guest Brian Chastain CIO & PARTNER CFO4 Life -$1.5B AUM

October 4th, 2019


This episode gives you 8 Timeless Lessons & Teaches You How To Retire With Dignity. Today's guest is Brian Chastain, CIO & PARTNER, CFO4 Life with $1.5B AUM (as of 10/4/2019)

Contact Brian:

4 Hidden Risks To A Diversified Portfolio with Mark W. Johnson, CFA® & Managing Director - Optimum Investment Advisors

October 3rd, 2019


Today's interview (10.3.19) is with Mark W. Johnson, CFA® Managing Director, of Optimum Investment Advisors with over $500 million in assets under management. Mark has been in the business for decades and shares what he …

Trailer - Smart Money Circle Podcast

September 26th, 2019


Welcome to the Smart Money Circle Podcast! This show is designed to give you actionable information you can use right now to make better investment decisions. We interview real money managers with over $100 million in …

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