Smart Money Circle Show Hosted By Adam Sarhan
Smart Money Circle Show Hosted By Adam Sarhan
  • Видео 169
  • Просмотров 1 445 243
Long Term Thinking With Jonathan Farr, CFA and Private Markets Director at Homrich Berg $17B in AUM
Long Term Thinking & Diversification With Jonathan Farr, CFA and Private Markets Director at Homrich Berg ($17B in AUM)
Guest: Jonathan Farr, CFA and Private Markets Director at Homrich Berg $17B in AUM
Website: HomrichBerg.com/
Bio:
Jonathan Farr, CFA and Private Markets Director at Homrich Berg ($17B in AUM), an independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services. He leads the diligence efforts for private equity and private credit opportunities for high-net-worth clients, families, and not-for-profits.
Просмотров: 7 297

Видео

This CEO Is Fighting Inflammation - Sea Star Medical $ICU CEO, Eric Schlorff, Shares Timeless Advice
Просмотров 5 тыс.4 часа назад
This CEO Is Fighting Inflammation - Sea Star Medical (ticker: $ICU) CEO, Eric Schlorff, Shares Timeless Advice Guest: Eric Schlorff has served as the Chief Executive Officer of SeaStar Medical Ticker: $ICU Website: seastarmedical.com/ Sea Star Medical RUclips: www.youtube.com/@SeaStarMed Bio: Since 2019, Eric Schlorff has served as the Chief Executive Officer of SeaStar Medical, responsible for...
Learn Timeless Advice From Matt Radgowski, CEO at Halo Investing, Which Has Transacted Over $20B...
Просмотров 4,8 тыс.12 часов назад
Learn Timeless Advice From Matt Radgowski, CEO at Halo Investing, which has transacted over $20B since inception. Website: haloinvesting.com/ Bio: Matt has extensive knowledge of the wealth management industry with over 27 years of experience specializing in developing and delivering innovative investment solutions. As CEO, Matt’s goal is twofold, to create an effective marketplace for protecti...
Timeless Lessons From Someone Who Worked At Goldman Sachs & PIMCO, Then Started His Own ETF Business
Просмотров 6 тыс.14 часов назад
Timeless Lessons From Someone Who Worked At Goldman Sachs & PIMCO, Then Started His Own ETF Business. Guest: Howard Chan, Founder and CEO of Kurv Investment Management Website: www.kurvinvest.com/ Bio: Howard is an experienced leader in the investment management industry with wide-ranging expertise across asset classes and vehicles. He most recently worked with large asset managers to develop s...
Learn Timeless Lessons From Greg Beischer, President and CEO, of Alaska Energy Metals Corporation
Просмотров 16 тыс.19 часов назад
Greg Beischer President and CEO of Alaska Energy Metals Corporation Ticker: AEMC on TSX Website: alaskaenergymetals.com/ Bio: Mr. Beischer is a seasoned explorationist with a solid track record of success, now leading the team at Alaska Energy Metals Corporation. As a founder of predecessor company Millrock Resources, he led the team that built a successful “Project Generator” company that attr...
Democratizing Markets Through Innovation - Tzero.com CEO David Goone Shares Timeless Advice
Просмотров 29 тыс.День назад
Democratizing Markets Through Innovation - Tzero.com CEO David Goone Shares Timeless Advice Website: Tzero.com Bio: David Goone is the CEO of tZERO, a financial technology company that democratizes access to capital markets by establishing innovative, transparent, and efficient marketplaces. tZERO works with companies and entrepreneurs to provide unique solutions for primary capital raises and ...
$GDEV Chief Corporate Development Officer, Roman Safiyulin, Shares Timeless Advice On The SMC Show
Просмотров 28 тыс.14 дней назад
Stock Symbol: $GDEV Website: www.gdev.inc/ Meet GDEV GDEV has comprehensive expertise in product development and marketing, ability to create popular in-house IPs and to build robust presence on the most accessible platforms, such as mobile and PC (web browsers and social networks). Our games portfolio is diversified across geography, platforms and number of titles. $480M FY2022 revenue 400M in...
Know Your Edge - Bill Gebhardt Founder of 10Dynamics, A Systematic Fund With Over $110M In AUM
Просмотров 22 тыс.21 день назад
Know Your Edge - Bill Gebhardt Founder of 10Dynamics, A Systematic Fund With Over $110M In AUM Firm 10 Dynamics Limited www.10dynamics.com Current AUM: $110 million Founder William (Bill) Gebhardt Founder & Executive Director Bio: William (Bill) Gebhardt is the founder of 10Dynamics and developer of TAD - a technology they developed for systematic trading across multiple markets. TAD is the cul...
Trend Following Legend & Former Turtle Trader Jerry Parker Shares Timeless Advice- Do The Hard Thing
Просмотров 26 тыс.21 день назад
Trend Following Legend & Former Turtle Trader Jerry Parker Shares Timeless Advice- Do The Hard Thing Bio: Jerry Parker is the Chairman and Chief Executive Officer of Chesapeake Capital. Chesapeake is a Commodity Trading Advisor in Tampa, Florida. Chesapeake uses a diversified, systematic, trend-following approach. Chesapeake seeks to generate uncorrelated returns across more than 400 global fut...
Rethink Hedging With Matt & Mike Thompson Co-Portfolio Managers At Little Harbor Advisors
Просмотров 35 тыс.3 месяца назад
Rethink Hedging With Matt & Mike Thompson, Co-Portfolio Managers at Little Harbor Advisors, and combined with over $300M. ETFs $MSVX, $MSTB, $MSTQ Website: LHAfunds.com Learn More here: MSVX: www.lhafunds.com/msvx MSTB: www.lhafunds.com/MSTB MSTQ: www.lhafunds.com/MSTQ Bio: Matt & Mike Thompson, Co-Portfolio Managers at Little Harbor Advisors, a boutique investment firm with a focus on alternat...
Markets Don’t Wait & Long-Term Investing With Dan Eye, Partner/CIO at Fort Pitt Capital - $5.5B AUM
Просмотров 37 тыс.3 месяца назад
Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA, Partner, & CIO, At Fort Pitt Capital Group With $5.5B AUM Website: ⁠www.fortpittcapital.com/⁠ Dan Eye, CFA, Partner & CIO at ⁠Fort Pitt Capital Group⁠ ($5.5B in AUM) an independent, fee-only investment management firm that provides solutions-based portfolio management and consulting. Dan provides thought leadership on asset allocation,...
Does Trend Following Work For Stocks? Cole Wilcox, Founder, CIO, Longboard Asset Management $LONGX
Просмотров 43 тыс.3 месяца назад
Does Trend Following Work For Stocks? Cole Wilcox, Founder, CIO, Longboard Asset Management - $LONGX Ticker: LONGX Website: www.longboardfunds.com Title: Cole Wilcox, Founder, CEO & CIO, Longboard Asset Management, LP Bio: Cole Wilcox is the Founder, CEO, and Chief Investment Officer of Longboard Asset Management, a boutique mutual fund manager specializing in alternative investment strategies ...
FMP's Mission: Make Financial Data Available For All - With FMP Founder and Current CEO
Просмотров 38 тыс.3 месяца назад
Financial Modeling Prep Join FMP here: intelligence.financialmodelingprep.com/pricing-plans?couponCode=adamsarhan Mission: Make Financial Data Available For All BIOs: Antoine Vulcain is first and foremost passionate about finance and financial modeling. He kicked off his career working at RBC capital market then EDF trading. Later on he earned his PhD in financial modeling from Concordia Univer...
This Company Wants To Reverse Aging. Frank O'Donnell MD Co-Founder Telomir Pharmaceuticals $TELO
Просмотров 40 тыс.3 месяца назад
Read Disclaimer Below Frank O'Donnell MD Cofounder & Senior Advisor to Telomir Pharmaceuticals $TELO Website: telomirpharma.com/ Ticker: $TELO Bio: Dr O’Donnell is part of the team that is responsible for strategy, direction, and execution of the Company’s clinical development plans. In addition, he works with senior management to evaluate the scientific, and clinical viability of potential pro...
Without Adversity There’s No Success. Dr. Howard Berman CEO and Chairman of Coya Therapeutics $COYA
Просмотров 33 тыс.3 месяца назад
Guest: Dr. Howard Berman CEO and Chairman of Coya Therapeutics $COYA Ticker: $COYA Website: coyatherapeutics.com/ Bio: Chief Executive Officer and Chairman of the Board Howard co-founded Nicoya Health in 2020 to realize the vision and research of Dr. Stanley Appel and merged the company with Coya Therapeutics in 2021 where he currently serves as Chairman and CEO. He has over 18 years of entrepr...
Think Differently - Sal M. Capizzi EVP at Dunham & Associates Investment Counsel Inc. $5B AUA+AUM.
Просмотров 34 тыс.3 месяца назад
Think Differently - Sal M. Capizzi EVP at Dunham & Associates Investment Counsel Inc. $5B AUA AUM.
How To Bucket Plan Your Money & Avoid Freak Out Risk With JL Smith CEO of C2P & JL Smith With ~$3.2B
Просмотров 23 тыс.4 месяца назад
How To Bucket Plan Your Money & Avoid Freak Out Risk With JL Smith CEO of C2P & JL Smith With ~$3.2B
How To Create Value And Why Pressure Is A Privilege With Ted Karkus CEO ProPhase Labs - $PRPH
Просмотров 31 тыс.4 месяца назад
How To Create Value And Why Pressure Is A Privilege With Ted Karkus CEO ProPhase Labs - $PRPH
Don’t Spread Yourself Too Thin - Peter Curk, CEO, at ICONOMI With Over $150M AUM
Просмотров 29 тыс.5 месяцев назад
Don’t Spread Yourself Too Thin - Peter Curk, CEO, at ICONOMI With Over $150M AUM
Democratizing Alternatives With Alan Snyder Founder & CEO of aShareX.com
Просмотров 34 тыс.5 месяцев назад
Democratizing Alternatives With Alan Snyder Founder & CEO of aShareX.com
How To Avoid Spectacular Failures With LeddarTech CEO Frantz Saintellemy -Ticker $LDTC
Просмотров 26 тыс.5 месяцев назад
How To Avoid Spectacular Failures With LeddarTech CEO Frantz Saintellemy -Ticker $LDTC
How To Make Educated Decisions With Heather Welsh, SR VP At Sequoia Financial - A $17B Firm
Просмотров 23 тыс.6 месяцев назад
How To Make Educated Decisions With Heather Welsh, SR VP At Sequoia Financial - A $17B Firm
$PCSA Processa Pharma, CEO, George Ng Talks Next Gen Treatment For Cancer & Other Chronic Diseases
Просмотров 29 тыс.6 месяцев назад
$PCSA Processa Pharma, CEO, George Ng Talks Next Gen Treatment For Cancer & Other Chronic Diseases
$FHTX - Foghorn Therapeutics CEO Tells Us How He’s Using Biology To Fight Cancer
Просмотров 24 тыс.6 месяцев назад
$FHTX - Foghorn Therapeutics CEO Tells Us How He’s Using Biology To Fight Cancer
$PTPI Petro Pharma CCO - Fady Boctor - How To Take Smart Risks, Intelligently
Просмотров 30 тыс.6 месяцев назад
$PTPI Petro Pharma CCO - Fady Boctor - How To Take Smart Risks, Intelligently
$VWI ETF CEO & Co-Founder Yang Tang Shared Timeless Advice
Просмотров 20 тыс.6 месяцев назад
$VWI ETF CEO & Co-Founder Yang Tang Shared Timeless Advice
$VEGN ETF & Beyond Investing - CEO Claire Smith Shares Timeless Lessons
Просмотров 25 тыс.6 месяцев назад
$VEGN ETF & Beyond Investing - CEO Claire Smith Shares Timeless Lessons
$4B Firm - Rex Shares CEO Scott Acheychek - Finding Pockets In The Market
Просмотров 26 тыс.6 месяцев назад
$4B Firm - Rex Shares CEO Scott Acheychek - Finding Pockets In The Market
$POLA - Polar Power CEO, Common Sense Is Not Always A Reality
Просмотров 17 тыс.7 месяцев назад
$POLA - Polar Power CEO, Common Sense Is Not Always A Reality
Get Invested - $3B Firm - Brian Spinelli, CFP, Co-CIO of Halbert Hargrove Global Advisors
Просмотров 19 тыс.7 месяцев назад
Get Invested - $3B Firm - Brian Spinelli, CFP, Co-CIO of Halbert Hargrove Global Advisors

Комментарии

  • @ZakRobinson89
    @ZakRobinson89 7 часов назад

    The detailed explanation of private equity and private credit provided by Jonathan Farr is both educational and engaging.

  • @Daniel.Thomas75
    @Daniel.Thomas75 7 часов назад

    The way Greg describes the mining industry’s cycles is pretty wild.

  • @Daniel.Thomas75
    @Daniel.Thomas75 7 часов назад

    This interview highlights the importance of persistence and patient-focused leadership in driving long-term success.

  • @Daniel.Thomas75
    @Daniel.Thomas75 7 часов назад

    Loved the part where Matt talks about not settling for anything less than what aligns with your goals. A lesson that applies to life beyond just investing.

  • @mfmcintyre
    @mfmcintyre 18 часов назад

    Fear and uncertainty create major wealth. It's those who take the risk and have strong gut to endure the bloody days. When i notice extreme dips i tend to actually move more money to Bitcoin.

    • @JasperMaartenHoutman
      @JasperMaartenHoutman 18 часов назад

      I feel sympathy for our country, low income people are now suffering to survive yet inflation and recession keep increasing daily, many families can't even enhance the good cost of living anymore. You've helped me a lot Sir Brian! Imagine I invested $50,000 and received $190,500 after 14 days

    • @BraunRob
      @BraunRob 18 часов назад

      Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.

    • @ufuksenol2005
      @ufuksenol2005 17 часов назад

      Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.

    • @PineHosting
      @PineHosting 17 часов назад

      Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things

    • @bombasticlove76
      @bombasticlove76 17 часов назад

      Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit

  • @Mark.Haris1
    @Mark.Haris1 19 часов назад

    Fascinating to learn about Sea Star Medical's unique approach to treating hyperinflammation with medical devices.

  • @Mark.Haris1
    @Mark.Haris1 19 часов назад

    This is one of the best explanations of private equity I’ve come across. Thanks, Adam and Jonathan!

  • @user-ny7wg7hc6l
    @user-ny7wg7hc6l 23 часа назад

    Great product. Great management team. As a share holder the only thing you will need is patience.

  • @Scott_Lopez
    @Scott_Lopez День назад

    Halo Investing's focus on educating advisors and investors about risk management is so refreshing.

  • @Scott_Lopez
    @Scott_Lopez День назад

    The idea of reducing inflammation to save lives is amazing. Sea Star Medical is definitely one to watch.

  • @Scott_Lopez
    @Scott_Lopez День назад

    Diversification, diversification, diversification - Jonathan nailed it! Great advice for all investors.

  • @supsjdjdjd2479
    @supsjdjdjd2479 День назад

    This company is currently incredibly undervalued. Very good interview by Eric. He will lead Seastar into becoming the next medical giant company of our life times.

  • @HayDay-cu9lz
    @HayDay-cu9lz День назад

    Great interview. Promising company with a bright future.

  • @maxmustermann931
    @maxmustermann931 День назад

    dead internet theory ahh comment section

  • @hemie67
    @hemie67 День назад

    Yeah, these racist have murdered the black founder and discoverer. Always the case.. This is what I don't like about the NAACP, it is limp dog Black organization who are just complacent, sit down, those who run it are not clairvoyant but been paid huge amount to sustain their lavish lifestyle. We need a black organization that will protect black innovators and geniuses..

  • @David-Miller666
    @David-Miller666 День назад

    The advice on taking time upfront to manage your portfolio is golden. Thanks, Matt, for sharing your wisdom with us.

  • @Henry_Jackson1
    @Henry_Jackson1 День назад

    Loved the part about how the stock exchange in Vancouver caters to the resource industries.

  • @Henry_Jackson1
    @Henry_Jackson1 День назад

    Howard Chan’s insights into ETF business strategies are both practical and innovative. Learned a lot about ETFs today.

  • @Henry_Jackson1
    @Henry_Jackson1 День назад

    Well-explained and very informative👍

  • @David-Miller666
    @David-Miller666 День назад

    Jonathan Farr’s expertise in navigating private markets is evident in this informative episode.

  • @David-Miller666
    @David-Miller666 День назад

    The analogy of inflammation as a snowball effect was particularly enlightening.

  • @Francisco85873
    @Francisco85873 2 дня назад

    Insightful discussion on the groundbreaking work Sea Star Medical is doing in the healthcare industry. Eric Schlorff's leadership is truly inspiring.

  • @Cole.200
    @Cole.200 3 дня назад

    Amazing insights on blending traditional finance with blockchain technology.

  • @Cole.200
    @Cole.200 3 дня назад

    Greg Beischer's emphasis on honesty, respect, and integrity as key leadership traits really resonates.

  • @Cole.200
    @Cole.200 3 дня назад

    Adam, you always bring on the best guests! Howard Chan was so down-to-earth and informative.

  • @TomCook18
    @TomCook18 3 дня назад

    It's inspiring to hear Matt talk about the importance of empowering your team and always staying open to learning. This is leadership done right.

  • @megamikkila
    @megamikkila 3 дня назад

    Only of a matter or time before they go after the guy who cures cancer- Be careful.

  • @ZakRobinson89
    @ZakRobinson89 4 дня назад

    This was an eye-opening discussion. The $20B milestone is impressive, but it’s Matt’s vision for the future that really caught my attention.

  • @StevenThompson99
    @StevenThompson99 5 дней назад

    The analogy to pharmaceutical research is effective in explaining the high-risk, high-reward nature of the industry.

  • @StevenThompson99
    @StevenThompson99 5 дней назад

    Howard Chan’s approach to integrating tax efficiency into investment strategies is a game-changer for investors.

  • @StevenThompson99
    @StevenThompson99 5 дней назад

    Matt Radgowski's approach to integrating technology with investment management is both innovative and practical.

  • @Larry-Barnard
    @Larry-Barnard 5 дней назад

    Halo Investing's focus on protection is something every investor should consider.

  • @Hudson692
    @Hudson692 5 дней назад

    This is exactly the kind of advice I was looking for. Matt’s take on the future of wealth management is spot-on.

  • @Maria_Hernandez98
    @Maria_Hernandez98 5 дней назад

    The combination of experience and vision that Greg Beischer brings to AEMC is a winning formula.

  • @Ella99121
    @Ella99121 5 дней назад

    Howard’s journey is proof that taking calculated risks can lead to big rewards. Awesome interview!

  • @TomCook18
    @TomCook18 6 дней назад

    Vigilance in risk management - couldn't agree more.

  • @TomCook18
    @TomCook18 6 дней назад

    Emphasis on integrity and calm decision-making in leadership resonates well, particularly in high-risk environments like mineral exploration.

  • @TomCook18
    @TomCook18 6 дней назад

    Howard Chan’s perspective on the financial markets, particularly around tax efficiency and risk management, is invaluable.

  • @MathewWalker-jl9bp
    @MathewWalker-jl9bp 6 дней назад

    The analogy to pharmaceutical research is effective in explaining the high-risk, high-reward nature of the industry.

  • @MathewWalker-jl9bp
    @MathewWalker-jl9bp 6 дней назад

    The discussion on risk management and asymmetric risk is particularly relevant in today's volatile markets.

  • @LexDex.
    @LexDex. 6 дней назад

    So you need to eat the pills continuously to stay young, if you don't you revert back to old. Seems very profitable

  • @Top10Tibbz
    @Top10Tibbz 6 дней назад

    The fact that the creator of this drug mysteriously passed away and the entire board was replaced shortly after is a little more than strange. How is nobody talking about this!

    • @LexDex.
      @LexDex. 6 дней назад

      Because the media cartel isn't telling them

    • @katyjennings1594
      @katyjennings1594 День назад

      Let’s talk about it! Im interested in this company and just stumbled upon it

  • @maximejanvier5258
    @maximejanvier5258 6 дней назад

    is there a covert message in this interview from DG? Should we cut our losses with $TZROP and move on?

  • @Mark.Haris1
    @Mark.Haris1 6 дней назад

    I truly love your channel. Keep doing the best work.

  • @Jose_Garcia121
    @Jose_Garcia121 7 дней назад

    The part about making capital markets more accessible really resonated with me.

  • @Jose_Garcia121
    @Jose_Garcia121 7 дней назад

    Surrounding yourself with smart people is such great advice.

  • @Jose_Garcia121
    @Jose_Garcia121 7 дней назад

    Keeping employees engaged through the winter in Alaska sounds tough but makes total sense.

  • @ZakRobinson89
    @ZakRobinson89 7 дней назад

    Blockchain in finance is the future.

  • @ZakRobinson89
    @ZakRobinson89 7 дней назад

    It's fascinating to learn how Alaska Energy Metals Corporation navigates the cyclical nature of the mining industry.

  • @kevinfry722
    @kevinfry722 7 дней назад

    Like if you’re here after the CEO death