Episódios
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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
Bio:
Matt & Mike Thompson, Co-Portfolio Managers at Little Harbor Advisors, a boutique investment firm with a focus on alternative, tactical, and risk-responsive strategies. Matt and Mike are experts at identifying and mitigating market risk through volatility-driven tactical asset allocation, and even co-developed a VIX trading strategy that began trading on a proprietary basis using VIX ETPs in 2011. Together, they manage approximately $160.4 million in assets through ETFs, which include the Alpha Seeker strategy, the Tactical Beta strategy, and Tactical Q strategy – all of which implement volatility-driven tactical asset allocation.
Learn More here:MSVX: https://www.lhafunds.com/msvxMSTB: https://www.lhafunds.com/MSTBMSTQ: https://www.lhafunds.com/MSTQ
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Markets Don’t Wait & Long-Term Investing With Dan Eye, CFA, Partner, & CIO, AtFort Pitt Capital Group With $5.5B AUM
Website:https://www.fortpittcapital.com/
DanEye, CFA, Partner & CIO at Fort Pitt Capital Group ($5.5B in AUM) an independent, fee-only investmentmanagement firm that provides solutions-based portfolio management andconsulting. Dan provides thought leadership on asset allocation, tacticalinvestment positioning, security selection decisions, and formulates theoverall economic view of the firm.
Bio:
https://www.fortpittcapital.com/our-teams/eye-daniel-t-cfa/FOCUS
Dan is responsible for Fort Pitt’s overallinvestment style and strategy. He provides thought leadership on assetallocation, tactical investment positioning, security selection decisions, andcollaborates with other investment team members to formulate the overalleconomic view of the firm.
CAREER HIGHLIGHTS
Dan Eye has nearly 20 years of investment management experience,starting with J.P. Morgan, where he actively managed discretionary portfoliosfor high-net-worth individuals. From there, he went on to construct and managecustomized portfolios for ultra-high net worth clients with aPhiladelphia-based firm.
More recently, Dan served as Chief Investment Officerfor Harrisburg-based RIA Roof Advisory Group. He lead all strategic andtactical decision making, analysis, research, and the implementation and monitoringof the firm’s investment decisions and processes.
He joined Fort Pitt in 2019as part of a merger and spent his first 3 years working closely with the firm’sleadership to provide overall guidance of the firm’s investment managementprocesses, including ongoing evaluation of the firm’s comprehensive investmentstrategies as he prepared for the role of Chief Investment Officer. Dan wasnamed as a Partner in 2022.
EDUCATION
BS, Wilmington University
COMMUNITY INVOLVEMENT
Dan is currently actively involved with Central Pennsylvania Food Bankand Junior Achievement.
PERSONAL
Outside of the office, Dan enjoys fishing, following college football,and spending time with his wife and two daughters.
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Does Trend Following Work For Stocks? Cole Wilcox, Founder, CIO, Longboard Asset Management - $LONGX
Ticker: LONGX
Website: http://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 with 20 years of investment performance.
Dedicated to building better alternative investment portfolios for fee based financial advisors and their clients, he has been interviewed on popular podcasts, profiled in the Wall Street Journal, Business Insider and featured on CNN, CNBC & Bloomberg.
Cole is a graduate of the Harvard Business School OPM program and a member of the Harvard Club NYC.
Along with Eric Crittenden of Standpoint Asset Management, Cole Wilcox is the author of #1 Google search ranked research papers that shaped the firm's alternative investment strategies. Their work has been cited by Dr. Hendrick Bessembinder in his ground-breaking research on the wealth distribution of individual stocks.
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Financial Modeling Prep
Join FMP here:
https://intelligence.financialmodelingprep.com/pricing-plans?couponCode=adamsarhan
Website: https://site.financialmodelingprep.com/
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 University, then right after he founded Financial Modeling Prep. Initially, the platform was a modeling website focused on discounted cash flow (DCF) analyses. However, it later transformed into an API to meet the high demand for clean and aggregated financial data.
Jack Zhang is an experienced Management Consultant and Data Systems Architect with a demonstrated history in the financial services industry. He specializes and has a deep understanding of data analytics & visualization, system process optimization, data architecture design, and machine learning. With a wide range of job experiences, from Sales at PepsiCo, to Real Estate at Berkshire Hathaway, he's a curious and passionate individual striving for growth and change. Jack initially co-founded Utradea to revolutionize how retail investors consume financial insights by bridging the financial knowledge gap with a custom NLP AI model. A few years after, Jack stepped in as CEO and took over FMP to optimize, scale and vertically integrate FMP's data architecture to offer one of the most comprehensive financial data API in the market.
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Website: https://telomirpharma.com/
Ticker: $TELO
Forward-Looking Statements DisclaimerThis communication may contain "forward-looking statements" within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements potentially include statements concerning expected future events, future financial performance, business strategies, plans, future operations, industry conditions, regulatory environment, or anything else that is important. Words such as "anticipate," "estimate," "expects," "projects," "intends," "plans," "believes," "predicts," "target," "may," "could," "would," "will," "potential," "continue," and similar expressions are intended to identify such forward-looking statements, but are not the exclusive means of identifying these statements.These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from those anticipated. Factors that might cause such differences include, but are not limited to: (i) changes in demand for our products and services; (ii) changes in the economic and regulatory environment; (iii) competition from existing and new competitors; (iv) unforeseen technical difficulties; (v) changes in market, political, or regulatory conditions; and (vi) other risks and uncertainties detailed in the company's most recent Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q, and other documents filed with the Securities and Exchange Commission.Any forward-looking statements included in this interview are based on information available to the company as of the date of this interview, and we do not undertake any obligation to update these statements in the future, except as required by law. We advise readers to consult the company's SEC filings for a more detailed discussion of the risks that could impact our future operating results and financial conditions.General Disclaimer and No Investment AdviceThe information provided on the SmartMoneyCircle show is for general informational purposes only and should not be construed as investment advice or a recommendation to buy, sell, or hold any securities. No information herein is intended to provide tax, legal, or investment advice, nor is it an offer or solicitation of an offer to buy or sell any investment vehicle. Investing in the securities market involves risk, and past performance is not indicative of future results. Any results shown are not typical. No earnings claims are being made. Potential investors are urged to consult with professional investment, legal, and tax advisors before making any investment decision. The contents of this communication have not been verified by any independent source and should not be considered as guaranteed in accuracy or reliability. Readers should not place undue reliance on any statements that are made. We caution you against placing undue reliance on any forward-looking statements, which are applicable only as of the date they are made. We disclaim any obligation to update or revise any forward-looking or marketing statements to reflect any change in our expectations or any changes in the events, conditions, or circumstances on which any such statement is based, except as required by law. Invest at your own risk.This disclaimer emphasizes that no investment advice is being offered, and that information is provided for general purposes, also highlighting the inherent risks of investing, among other things.
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Guest: Dr. Howard Berman CEO and Chairman of Coya Therapeutics $COYA
Website:
https://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 entrepreneurial and industry experience working at the interplay of science and business. His experience offers him a unique combination of business acumen and scientific credibility with the ability to assess, quantify, and bridge both disciplines.
Howard gained corporate experience with increasing responsibilities and positions as a Medical Science Liaison at AbbVie where he spent 7.5 years launching Venetoclax in CLL and later, supporting numerous solid tumor assets. He also served in leadership roles at Novartis Pharmaceuticals and later Eli Lilly where he was the scientific point of contact between the company and key opinion leaders for development and initiation of collaborations, clinical trials and investigator initiated trials.
Howard began his career at MD Anderson Cancer Center in the technology transfer division where he was responsible for assessing the market, patent, and scientific merits of numerous oncology-based technology platforms in order to ascertain their commercial viability He received a Bachelor in Biology from the University of Michigan and a Masters and Ph.D. in Neuroscience and Pharmacology from Weill Cornell Medical School.
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Think Differently With Salvatore M. Capizzi Executive Vice President at Dunham & Associates Investment Counsel Inc. $5B AUA+AUM. Website: dunham.comBio:Salvatore M. Capizzi is Chief Sales & Marketing Officer of Dunham & Associates Investment Counsel, Inc. (Dunham). Sal is a seasoned industry veteran with over 30 years of financial services experience. He possesses a wealth of expertise in global sales and distribution leadership, marketing, business development and strategic planning. Sal also has substantial experience establishing startups and reengineering companies. He has consistently demonstrated his ability to develop and implement highly successful sales and marketing plans that have dramatically increased assets under management and has identified and developed distribution channels that have substantially contributed to net income.Prior to joining Dunham & Associates, Sal served as CEO/Global Wealth Management for Thomas Lloyd Group, where he was responsible for establishing sales and distribution in Europe and the Americas. He has also served in executive capacities with New York Life Investment Management, BlackRock Funds, Chase Manhattan Bank, and Shearson Lehman Brothers. At BlackRock, he served as Executive Vice President/Managing Director and was responsible for the startup and prominent growth of their mutual fund business. He is credited with developing the retail distribution platform there and substantially growing the complex during his eight-year tenure. Sal received a B.A. in History from Baruch College and holds FINRA Series 6, 7, 22, 24 and 63 registrations.
About Dunham & Associates
Dunham & Associates Investment Counsel, Inc. is an accessible, full-service wealth management firm which has been challenging the industry’s thinking for nearly four decades. The company’s differentiated investment strategies and approaches are designed to strengthen the investment process, relieve investment stress, and secure the best possible outcomes for clients. Financial advisors can utilize Dunham’s client service and asset allocation programs to optimize portfolio management. In addition to concierge back-office support, advisors can work with Dunham to create carefully engineered and well-balanced portfolios using innovative mutual fund strategies. Wherever possible, the compensation of Dunham’s sub-advisors is tied directly to the success of investments, in accordance with the firm’s commitment to accessibility, accountability, and fairness.
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How To Bucket Plan Your Money & Avoid Freak OutRisk With Jason L Smith CEO and Founder of C2P and JL Smith With Approximately$3.2B
Websites:
https://www.jlsmithgroup.com/
https://c2penterprises.com/
Get The Book Here:
https://www.amazon.com/Bucket-Plan%C2%AE-Protecting-Worry-Free-Retirement/dp/1626344604/ref=sr_1_2?crid=5YE2KRN9CIHN&dib=eyJ2IjoiMSJ9.1MfSFPkx12WjYCIZNeBxtmRkWgi7L6Tw_r_qoydp2PJ8MEj3tNOAj7x_AxNgGXnKZb3e-vY15oUnMf_ATMhjsYexCG0Jy3GI4Qz6zhcUpbxT0eWCsh6CZLeXx-5JU0v-lmze5CBPfr9Z8ArANtBh9zrxqqLPhzpli_GX1z_iIEwPQ2_2Zc87mD_5BR5m60Pyu7_p-o0hSYhqipjTBip0-DjCaP9Mcp_9IJzMHZQ1EA4.s3629J44iVPSCDlcJbDQaXQHGO-HA1OML_KkCDQJJ7Y&dib_tag=se&keywords=Bucket+Plan+Book&qid=1712758052&sprefix=bucket+plan+book%2Caps%2C167&sr=8-2
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Ted Karkus CEO & Chairman Of The Board OfProPhase Labs $PRPH
Ticker: PRPH
Website:
https://www.prophaselabs.com/
Bio:
Ted Karkus
Chairman & CEO of ProPhase Labs
Ted Karkus, CEO and Chairman of ProPhase Labs, drives the company’s diverse and synergistic businesses with his successful track record in biomedical and health companies. He transformed ID Biomedical’s strategy and valuation from $25 million to $1.4 billion sale to GlaxoSmithKline. As CEO of ProPhase Labs, he restructured the go-to-market strategy for the flagship product Cold-EEZE, turned around and significantly grew revenues, ultimately selling it for $50 million to Mylan.
ProPhase Labs is a fast-growing biotech, genomics and diagnostics company due to its commitment to growth, innovation, and execution excellence outlined in Ted’s high growth roadmap. He pivoted into industry leading CLIA labs, and then further diversified by acquiring genomics leader Nebula Genomics. Constantly innovating, Ted then created ProPhase BioPharma to deliver antivirals, cancer tests and therapeutic cancer compounds. The new acquisitions and legacy businesses work to drive synergistic growth with multi-billion-dollar potential.
He holds a BS in Psychology from Tufts University with Magna Cum Laude Honors and an MBA in Finance from Columbia University School of Business with Beta Gamma Sigma Honors.
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Don’t Spread Yourself Too Thin – Peter Curk, CEO, at ICONOMI With Over $150M AUMWebsite: https://www.iconomi.comLearn more here:https://www.iconomi.com/privatehttps://www.iconomi.com/digital-asset-management-platformBio:Peter Curk is the CEO at ICONOMI, a trailblazing digital assets portfolio management platform designed to democratize access to the new economy, crafting tailored cryptocurrency solutions for all investor types. As an FCA-registered entity, ICONOMI ensures a secure, diversified, and carefully managed investment experience.With a decade of diverse experience, Peter’s expertise includes product marketing, growth marketing, brand strategy, and customer experience.At ICONOMI, he sets the vision and strategy, driving the company’s mission forward. Peter’s passion for innovation, technology, and entrepreneurship fuels his commitment to leading teams that deliver impactful solutions. His success in scaling businesses, launching new products, and developing engaged customer communities is a testament to his transformative leadership.Peter is dedicated to lifelong learning, holding certifications in compliance and innovation and staying abreast of the latest in marketing strategy and leadership through courses from prestigious institutions.More about Peter and his topics here: https://speakonpodcasts.com/peter-curk/
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“If it’s gonna be, it’s up to me.” Alan Snyder
Democratizing Alternatives - Alan Snyder Founder & CEO of aShareX.comWebsite: https://www.asharex.com/
Bio:
Alan Snyder
Founder and CEO
Alan is the Founder and CEO of aShareX. He is also the Managing General Partner of Shinnecock Partners, a family office investment boutique. Prior to forming aShareX, he was the Founder, CEO, President and Chairman of Answer Financial Inc. and Insurance Answer Center, CEO of Aurora National Life Assurance, President and COO of First Executive Corporation, and Executive Vice President and Board Member at Dean Witter Financial (predecessor to Morgan Stanley). Alan holds a Bachelor’s degree from Georgetown University and an MBA from Harvard Business School.
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How To Avoid Spectacular Failures With Leddar Tech CEO Frantz Saintellemy $LDTC
Frantz Saintellemy, CEO of LeddarTech
Website: https://leddartech.com/
Nasdaq: LDTC
Bio: Engineer, innovator and internationally recognized expert in advanced technologies, Frantz has 25 years of experience in the electronics and automotive sector, with specialized knowledge in automotive, autonomous driving, AI, IoT and automation applications, in addition to business and product development, applications engineering, global sales and marketing. A dedicated entrepreneur and philanthropist, he is also co-founder of Groupe 3737, an incubator and innovation center that houses more than 30 companies and start-ups, in addition to offering a framework for ideation to revenue generation.
Frantz joined LeddarTech in September 2017, having previously served as VP and General Manager of the Automotive and Industrial Division of Integrated Device Technology (NASDAQ: IDTI), a California-based company specializing in a broad array of complete mixed-signal solutions. Prior to IDT, Frantz was President and Executive VP of Global Sales and Marketing at ZMDI AG, a global supplier of MEMs-based sensor solutions for automotive and industrial applications, which was acquired by IDT in December 2015. Prior to ZMDI, Frantz was CTO and Corporate VP of Technical Marketing and Advanced Engineering Group at Future Electronics, a global distributor of semiconductors and passive, interconnect and electromechanical components.
Throughout his career, Frantz has produced numerous patents and technical innovations. He also founded and co-founded many successful start-ups and corporations, the likes of which include SMGT Inc., Q-Links Home Automation, Groupe Reno-Metrix, Capital Plus and OMNI Global, and sits on several boards and advisory committees.
Frantz holds degrees in electrical engineering, business and marketing, and is also a graduate of the MIT Sloan Engineering Fellows Program on Innovations and Global Leadership. He was appointed chancellor of the University of Montreal in October 2021.
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Heather Welsh, SR. VP, and Wealth Planning Dept
Leader Sequoia Financial Group $17B AUM CFP
Website:
https://www.sequoia-financial.com/
Bio
As Vice President of Wealth Planning, I determine
the strategic direction for the planning solutions created for Sequoia’s clients. I collaborate with the firm’s advisors and external partners to communicate timely, actionable planning-based recommendations to help clients achieve their wealth planning goals and objectives. Additionally, I oversee the
firm’s planning-based relationships with external collaborators with whom we
work closely to meet our clients’ tax, insurance, and retirement plan needs.
Beyond Wealth Planning, I participate in the firm’s
Management Committee to assist in execution of our strategic plan. I have focused those efforts on our talent engagement strategy & leading Sequoia’s diversity and inclusion efforts.
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$PCSA Processa Pharmaceuticals, CEO, George Ng Talks About Developing Next Generation Treatment For Cancer & Other Chronic Diseases
Company:
Processa Pharmaceuticals
Website: https://www.processapharmaceuticals.com/
Bio:
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https://www.processapharmaceuticals.com/about/management-team -
$FHTX - Foghorn Therapeutics CEO Shares Timeless Advice & Tells Us How He’s Using Biology To Fight CancerGuest: Adrian Gottschalk, President & CEO Foghorn Therapeutics $FHTXBIO:Adrian is president and chief executive officer of Foghorn Therapeutics. An experienced leader in biotech, Adrian is interested in solving complex issues at the intersection of science, medicine, and business on a global scale to help people and families dealing with diseases.Prior to joining Foghorn, Adrian spent 13 years at Biogen, where he was most recently a senior vice president and the neurodegeneration therapeutic area head. In this role, he was responsible for the late-stage development and commercialization of medicines for Alzheimer’s disease, Parkinson’s disease, and amyotrophic lateral sclerosis (ALS). During his time at Biogen, Adrian held additional roles of increasing responsibility ranging from head of corporate strategy, head of global commercial strategy, head of Japan, and head of the Japan, Australia and Emerging Markets geographies. He has also worked as a consultant for Price Waterhouse in Dallas, Texas.He holds a BS in biochemistry from Texas A&M University and received his MBA from the Sloan School of Management at MIT. He also holds an ScM degree from the joint Harvard Medical School / MIT Biomedical Enterprise Program, where his graduate work was focused on evaluating the costs and benefits of the Prescription Drug User Fee Acts and improving the efficiency of the drug development process.
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$PTPI Petro Pharma CCO – Fady Boctor – How To Take Smart Risks, Intelligently
Guest:Fady Boctor, M.B.A, President and Chief Commercial Officer
Website:
PetrosPharma.comBioMr. Boctor has over 20 years of experience in the pharmaceutical industry, across a wide array of functions including Commercial Operations, brand and portfolio marketing, sales channel optimization, product portfolio strategy development and new product launches. Mr. Boctor has driven significant revenue growth for specialty biologics, mainstream Men’s Health product lines, rare/orphan disease therapeutics, and substance abuse rescue modalities. Mr. Boctor has worked for companies such as Novartis, Merck, Auxilium Pharmaceuticals, Endo Pharmaceuticals and Adapt Pharmaceuticals (Emergent Biosolutions). Mr. Boctor has his BA in International Relations from Hamline University, Masters in Diplomacy from Norwich University and his MBA from the University of Manchester Business School.
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$VWI ETF CEO & Co-Founder - Yang Tang - Shared Timeless Advice With The SMC Audience.
VWI: www.vwietf.com
Advisor site: www.archindicesadvisors.com
Bio:
Yang is the CEO and a co-founder of Arch Indices and Arch Indices Investment Advisors. Arch Indices is mission focused to make next generation portfolio solutions accessible for everyone. Arch Indices launched its first ETF in October 2023: VWI, a multi-asset income ETF.
Yang spent over a decade in macro solutions, structuring and sales roles at Morgan Stanley, Citi, Deutsche Bank, and Credit Agricole CIB. In his most recent role as Head of Solutions Sales, Americas, Yang built the solutions sales desk from scratch to one of the most productive and highest grossing in the organization. Yang has worked with banks, insurers, and asset managers globally on solutions across asset classes for asset liability, yield enhancement, capital, and tactical opportunities.
Yang has earned an MBA from Columbia Business School and a BS in Economics from Purdue University. Prior to Columbia, Yang worked in research and commodities sales.
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VEGN - Beyond Investing - CEO Claire Smith Shares Timeless Lessons
Ticker: VEGN
Claire Smith
CEO
www beyondinvesting.com and www.veganetf.com
BEYONDINVESTING
Beyond Investing is a US-basedregistered investment adviser owned by three highly experienced investmentprofessionals who follow a vegan lifestyle: CEO Claire Smith who has 34 years’experience working in the finance industry in areas including derivatives,hedge funds research and analysis; Lee Coates, OBE, of UK financial advisorEthical Investors and founder of Cruelty Free Super in Australia; and LarryAbele, founder of Auriel Investors, an FCA-regulated asset management firm inLondon.
Beyond Investing was formed inJune 2017 with the aim of promoting the development of vegan investmentproducts for the masses. Since that time it has undertaken investment researchinto public companies in order to develop ethical screening and proactive tiltsthat satisfy the values of the vegan community and indeed all investors whocare about animals and the environment.
In June 2018 Beyond Investinglaunched the US Vegan Climate Index (ticker VEGAN), a broad-based portfolio ofUS domestic companies that imposes vegan, climate, environmental and humanrights screens.
Beyond Investing sponsored thecreation of the first ever vegan-friendly and climate-conscious US-listedExchange Traded Fund (ETF), the US Vegan Climate ETF (ticker: VEGN), which waslisted on the New York Stock Exchange in September 2019.
Websites:
www.beyondinvesting.com
www.veganetf.com
Social media links:
Facebook: https://www.facebook.com/beyondinvesting/
Twitter: https://twitter.com/BeyondInvest
LinkedIn: https://www.linkedin.com/company/beyond-investing/
Instagram: https://www.instagram.com/beyondinvesting
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$4B Rex Shares CEO Scott Acheychek - Finding Pockets In The MarketWebsite: https://www.rexshares.com/Bio:Scott joined REX Shares in 2016 after holding senior sales and leadership positions at several large global investment banks including Citi and AIG. Scott covered hedge funds, asset managers, and financial advisors for multi-asset and commodity specific solutions. Since 2006, he has worked on the launch of over 50 ETNs and ETFs. Scott graduated from Sacred Heart University with a B.S. in MathematicsFirm Bio - REX is an innovative ETF provider that specializes in alternative-strategy ETFs and ETNs. The firm created the MicroSectors and co-created the T-REX product lines of leveraged and inverse tools for traders and recently launched the first of a series of option-based income strategies.
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$POLA - Polar Power CEO, Common Sense Is Not Always A Reality
Website:
https://polarpower.com/
BIO:
Arthur D. Sams is co-founder and President / CEO of Polar Power Ticker: $POLA - since 1979. Mr. Sams led the developed of the first solar vaccine refrigerators and solar air-conditioning. Under his leadership, Polar has grown to be a leading brand name in the design and manufacturing of DC and Solar Hybrid power systems for the telecommunications, defense, automotive, marine and industrial markets. He specializes in the design of thermodynamics and power generation systems. During his early career, he gained vast industry experience while working as a machinist, engineer, project manager, chief technical officer and consultant for various Fortune 500 companies, U.S. Department of Defense, and the U.S. Department of Energy. Mr. Sams studied at California State Polytechnic University and Pomona and the University California at Irvine with a dual major in biology and engineering.
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