Smart Money Circle Interview: Leo Melamed Talks About His Books, Answers Questions, And Discusses His Latest Book: Man of the Futures: The Story of Leo Melamed and the Birth of Modern Finance.    In case you do not know, Leo Melamed is the man who literally created stock market, interest rate, and currency futures!    Leo's story is absolutely amazing and he shares some of it with you in this captivating interview with Adam Sarhan. Leo also answers some of your questions and shares some timeless lessons he's learned over the decades about how to win, how to handle losing, and how to be successful!    Buy Leo's Book MAN OF THE FUTURES HERE: Man of the Futures: The Story of Leo Melamed and the Birth of Modern Finance: Melamed, Leo: 9780857197481: Amazon.com: Books --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Smart Money Circle

Leo Melamed Talks To Adam Sarhan About His Notable Life & His New Book: Man of the Futures

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 hi-tech companies and competitive markets. In his previous role as CEO of Panaya, Doron led a turnaround to an increase in annual revenue and the company’s acquisition by Infosys. He has also held CEO positions at Nolio, Syneron and Zend Technologies. Doron holds a BS in Economics and Management from the Technion, and an MBA from Tel AvivUniversity. Since May 2018 Doron also serves as a member of the Board of Directors. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

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

My guest today is Jay D. Hatfield, CEO, Instructure Capital, and Portfolio Manager of PFFR with approximately $1 billion in assets under management. This is Jay's second time on the show and he shares his current market outlook, how to properly diversify a portfolio, and how to find undervalued preferred stocks.   Jay's Bio:  Mr. Hatfield has almost three decades of experience in the securities and investment industries. At ICA, he is the portfolio manager of InfraCap MLP ETF (NYSE: AMZA), Virtus InfraCap U.S. Preferred Stock ETF (NYSE: PFFA), InfraCap REIT Preferred ETF (NYSE: PFFR) and a series of hedge funds. He leads the investment team and directs the company’s business development. During his career, Mr. Hatfield has gained a broad perspective on the U.S. financial markets with years as an investment banker, a research director and portfolio manager, and as a co-founder of a NYSE-listed company. Prior to forming ICA, he partnered with senior energy industry executives to acquire several midstream MLPs. These companies were merged to form a company now known as NGL Energy Partners, LP (NYSE: NGL). NGL went public in May 2011 and Mr. Hatfield is currently a general partner. In the years prior to forming NGL, Mr. Hatfield was a portfolio manager at SAC Capital (now Point72 Asset Management), running a portfolio focused on income securities. He joined SAC from Zimmer Lucas Partners, a hedge fund focused on energy and utility sectors, where he was head of research. Earlier in his career, he was head of an investment banking unit at CIBC/Oppenheimer and a Principal in an investment banking unit at Morgan Stanley & Co. He began his career as a CPA at Ernst & Young. He holds an MBA from the Wharton School at the University of Pennsylvania and a BS from the University of California at Davis. Frequently appears on or is quoted in Barron's, The Wall Street Journal, Yahoo Finance, TD Ameritrade Network, and Bloomberg Radio and TV and numerous other media outlets. In additional to asset management, Mr. Hatfield founded Tutoring America, a non-profit organization dedicated to providing low-income students with supplemental tutoring services so that they can catch up to grade level in both math and English language arts.  Learn more: https://www.infracapfunds.com/ --- Support this podcast: https://anchor.fm/smartmoneycircle/support

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

Sean McCurry is President of Pinnacle Family Advisors and Co-Portfolio Manager of the Pinnacle Sherman Funds. Sean founded Pinnacle Family Advisors in late 2007.  Prior tofounding Pinnacle Family Advisors, Sean worked as a financial advisor with Raymond James Financial Services and also managed his own Raymond James branch office for nearly 10 years.  Sean is a 1989 graduate of John Brown University.   Paul Carroll is the Chief Investment Officer for Pinnacle Family Advisors and Portfolio Manager of the Pinnacle Sherman Funds.  He joined PFA in November 2008. Paul began his financial services career with Wachovia Securities in early 2000 and moved to Raymond James Financial Services in 2005, prior to joining PFA.  Paul graduated from Missouri State University in 1991 with a BS in Accounting.   Website:  https://pinnacledynamicfunds.com/  Disclaimer:  Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Investors should carefully consider the investment objectives,     risks, charges and expenses of the Pinnacle Sherman Multi Strategy Core     Fund.  This and other important information about the Fund is     contained in the prospectus, which can be obtained at pinnacledynamicfunds.com or     by calling 888-985-9830.      The prospectus should be read carefully before investing.  The     Pinnacle Sherman Multi Strategy Core Fund is distributed by Northern     Lights Distributors, LLC, member FINRA. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

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

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 timeless information on the show. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

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

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

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

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 break down complicated issues so that they are easily understood. Leaving the audience of his appearances with knowledge and direction versus just information has been a hallmark of his appearances for over two decades. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

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

This is an excellent interview packed with timeless knowledge from USA Technology CEO Sean Feeney.  --- Support this podcast: https://anchor.fm/smartmoneycircle/support

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

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 private banking and investment management to private and venture capital, Lance has pretty much “been there and done that.” His common sense approach and “real world” examples have appealed to a broad investing audience for two decades.    Lance is the Chief Investment Strategist for RIA Advisors and Lead Editor of the Real Investment Report, a weekly subscriber-based newsletter to over 100,000 people nationwide. The newsletter covers economic, political and market topics as they relate to your money and life. He also hosts The Real Investment Show podcast, and his opinions are frequently sought after by major media sources. His insights and commentary on trends affecting the financial markets earned him a spot in the 2020 Refinitiv Global Social Media 100 influencers list.   Lance’s investment strategies and knowledge are found on CNBC, Fox Business News, Business News Network and Fox News. He has been quote source for many publications, including the Wall Street Journal, Bloomberg, The New York Times, The Washington Post, MarketWatch.com and TheStreet.com. His writings and research are also regularly featured on several of the nation’s biggest financial blog sites, such as the Pragmatic Capitalist, Credit Writedowns, The Daily Beast, Investing.com, Zero Hedge, Seeking Alpha and more. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

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

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 experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.   He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

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

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 timeless lessons he’s learned over his career. Jim also talks about investor psychology and shares his four investing horsemen (and a lot more!). Learn more at: https://OSAM.com/ --- Support this podcast: https://anchor.fm/smartmoneycircle/support

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

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 services industry, Nathan has led Planning Alternatives to industry recognition by winning the Schwab Trailblazer award. Nathan has been a featured panelist at industry conferences and a contributing member of Charles Schwab and Envestnet Tamarac’s advisory boards. He is a member of NAPFA (National Association of Personal Financial Advisors), the community of fiduciary Fee-Only advisors offering holistic, objective financial advice. He has contributed to various media publications including USA Today, the Wall Street Journal and Michigan Medicine, as well as appeared on NBC’s WDIV-TV. As a Certified Financial Planner®, Nathan provides comprehensive wealth management solutions for clients focused on achieving and maintaining financial independence. Prior to joining the firm in 2009, Nathan was the owner and President of Oakland Wealth Management. Nathan holds a Bachelors of Arts in Administrative and Commercial Studies from the University of Western Ontario and a Bachelors of Commerce in Finance from the University of Windsor. He is a member of Young Presidents’ Organization (YPO), a premier peer network of chief executives and business leaders. Nathan sits on the board of the YPO Global One chapter and is a contributing member of the CNBC – YPO Chief Executive Network. Nathan serves on the board of Variety, The Children’s Charity, a non-profit organization devoted to supporting children in need. He also an active supporter of the Alzheimer’s Association of Michigan. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

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

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 education. He is the creator of educational experiences, platforms, and tools that make Nobel Prize winning investing research accessible to investors and transform their relationship to money. Most notably, he is the creator of The American Dream Experience and the Matson Method. Mark is also founder of $8 billion asset management & investor coaching firm, Matson Money, which provides breakthrough education, tools, and coaching that helps families transform their financial futures. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

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

Welcome to the Smart Money Circle Podcast! This show is designed to give you timeless wisdom, actionable information you can use right now 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) to help you learn timeless lessons from real-life money managers. Disclaimer: All our work is for educational/informational purposes only. It is general in nature. No specific investment advice is given. Support this podcast: https://anchor.fm/smartmoneycircle/support

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