Smart Money Circle

This Man Built A $20B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value.

Guest

Jonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $20B

Bio:

In his role as Executive Chairman, Jon continues his intense focus on producing ever better net outcomes for clients. He serves as a full-time advisor to the Firm’s Management Committee and spends time with the families and nonprofits we serve. Jon appears regularly on national broadcast networks including CNBC, Fox Business and Bloomberg Television.

He is highly sought after for his commentary on investing and was dubbed the "Oracle of Outsource" by Pensions & Investments as Hirtle Callaghan is best known for its role in pioneering the outsourced CIO (OCIO) model for families and institutions.

Prior to founding Hirtle Callaghan, Jon worked at Goldman Sachs advising family groups and institutions on investment strategy and securities selection. Previously, he served as an officer in the United States Marine Corps. He earned his B.S. and M.B.A. degrees from The Pennsylvania State University.

This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies...

Guest:

Thomas Carroll, Founder & CEO, Ballast Rock $500M AUM

Website:

https://www.ballastrock.com/

Bio:

Tom has been an active private asset investor for well over a decade. After a successful career on Wall Street, he founded Ballast Rock in 2018 as a vertically integrated real estate investment firm.

By building an exceptional team and leveraging their collective experience in risk mitigation, operational excellence, regulatory compliance and with a relentless focus on our investors, Tom and the team have grown Ballast Rock into a diversified financial services company. Ballast Rock currently comprises:

• Ballast Rock Asset Management: both real estate and venture capital asset management, empowering individual investors with democratized access to private investments;

• Ballast Rock Capital: a FINRA regulated broker/dealer;

• Ballast Rock Private Wealth: an SEC registered investment advisor providing bespoke wealth management advice; and

• The Ballast Rock Foundation: a charitable foundation focused on alleviating housing insecurity in our community.

Prior to founding Ballast Rock, Tom spent fourteen years working in finance. Most recently, he concluded nine years at Goldman Sachs & Co. as a trading desk head on the New York Fixed Income, Currencies and Commodities trading floor. His international career at both Goldman Sachs and HSBC, led him to live and work in New York, London, Dubai, and Sao Paulo. He has headed multiple desks primarily focused on structured finance, complex derivative transaction execution, and institutional investor marketing.

BR Website Disclaimer:

The information contained on the Ballastrock.com web site has been prepared by Ballast Rock Capital LLC MEMBER: FINRA / SIPC (“Ballast Rock”), which is located at 460 King Street Suite 200, Charleston, SC 29403. 800-204-2513. Information is presented without reference to any particular user’s investment requirements or financial situation. Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a private offering of securities. An investment in private securities would be speculative and would involve a high degree of risk. Investors must be prepared to bear the economic risk of such an investment for an indefinite period of time and be able to withstand a total loss of their investment. Please consider carefully the investment objectives, risks, transaction costs, and other expenses related to an investment prior to deciding to invest. Any private placement securities transactions or related activities offered by a registered representative are conducted in their capacities as registered representatives of Ballast Rock. Please see our Form CRS.

This CEO is Using AI to Detect Heart Disease Early – Meet Andrew Simpson CEO of Heart Sciences $HSCS

Guest: Andrew Simpson

Chairman and CEO / Board Member Heart Sciences

Ticker: HSCS

Website:

https://heartsciences.com/

Bio:

Andrew Simpson

Chairman and CEO / Board Member Heart Sciences

Since March 2022, Andrew Simpson has served as our President and Chief Executive Officer. Mr. Simpson has also served as the Chairman of our Board of Directors, since June 2013, and as a director of our Company since July 2012. Mr. Simpson has over 30 years’ experience across a variety of business sectors and sizes.

He was Group CEO of The Peel Group from 2006 to 2010, which is a large private company in the UK which, at the time, had approximately $8 billion of business assets across the real estate, ports, airports, energy, media, telecoms and environmental sectors. He was a main board director of Speedy Hire plc from 2003 to 2006 (during which time it became a FTSE 250 company) and during his tenure was Managing Director of its Equipment Rental division which had revenues of approximately $200 million and was also responsible for the Group’s development and expansion which included seventeen acquisitions and several non-core divestments.

Mr. Simpson qualified as a Chartered Accountant with Price Waterhouse and spent eight years working in investment banking at Rothschild, advising on a wide variety of merger and acquisition transactions, debt and equity fundraisings, IPOs and other advisory assignments. Mr. Simpson graduated with first class honors in 1991 from Sheffield Hallam University in the UK where he received a Bachelor of Arts (honors) in Accounting and Management Control.

This Aerospace & Defense CEO Loves Finding Pockets Of Opportunity. Meet Kim Fields, CEO & President of ATI - $ATI

Guest:

Kim Fields, CEO & President ATI

Ticker: $ATI

Website:

https://www.atimaterials.com/

Bio:

Kimberly A. Fields is President and Chief Executive Officer of ATI Inc., a global producer of high performance materials and solutions for the global aerospace and defense markets, and critical applications in like markets.

Prior to becoming CEO in 2024, Kim served as Chief Operating Officer from 2022 and became President in July 2023. During her tenure, ATI has grown as one integrated operation, sharpening its operational advantages, increasing capacity and capability for the extraordinary materials customers value most.

Kim joined ATI in 2019 as executive vice president of ATI's Flat Rolled Products group, and in 2020 took on leadership of both business segments.

Prior to joining ATI, Kim was group president for industrial and energy at IDEX Corporation, where she dramatically improved profitability and accelerated growth in the business portfolio. She’s held commercial, manufacturing, and strategic leadership positions at EVRAZ and GE, growing GE’s penetration in metals, petrochemicals and mining segments.

Kim earned a BS in Ceramic Engineering from the University of Illinois at Champaign-Urbana and an MBA from the Kellogg Graduate School of Management at Northwestern University.

This 4th Generation CEO Shares Timeless Advice & The Importance Of Having A Strong Code Of Ethics – Meet Michael Benstock Superior Group of Companies Inc $SGC

Guest:

Michael Benstock CEO Chairman Of The Board at Superior Group of Companies Inc

Ticker: $SGC

Website:

www.SuperiorGroupofCompanies.com

Bio:

Michael Benstock is chairperson of the Board of Directors. He has served in this capacity since February 28, 2023. Mr. Benstock has served as a Director of the Company since 1985. He also is the Chief Executive Officer of the Company, having served in this capacity since October 24, 2003 and served as Co-President of the Company beginning May 1, 1992.

Prior to such date, Mr. Benstock served as Executive Vice President of the Company. He currently serves on the Board of Directors and multiple board committees of Crown Crafts, Inc. (NASDAQ: CRWS) and the Board of Trustees of The Committee for Economic Development of the Conference Board.

Mr. Benstock served as a director with USAmeriBank, Inc. from 2007 until its sale to Valley National Bank in 2017 and was its audit Chairperson during the last few years prior to the sale.

Invest Early & Often. Look At The Forest, Not Just The Trees When Investing – Meet Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital $1.1B AUM

Guest:

Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital Mgmt $1.1B AUM

Website:

https://www.paragoncapitalco.com/

Brian’s Bio:

With over 30 years of experience in the investment industry and over 15 years of working directly with individual clients, I've learned that building a personal connection is just as important as managing assets. That's why I make sure to always ensure that my advice is honest and objective.

I aim to develop relationships with clients to help optimize their financial future and I am committed to upholding the highest ethical standards, so you can trust that my advice is always in your best interest. I provide investment management, tax planning, retirement planning, and other wealth management services, and I'd be happy to help you make informed decisions about your financial future.

I earned my bachelor’s degree from Boston University and my MBA from Columbia University. I am a past President of the CFA Society of Colorado. I previously served as a volunteer on the CFA Institute's Disciplinary Review Committee and the Executive Advisory Board for the Patrick Surtain II Foundation.

When I'm not in the office, you can usually find me out in nature with my wife Laney, and our dog Sunrise. Hiking, skiing, and being outdoors are my passions, but I also love to sit inside with a good book, whether it's fiction or nonfiction. I grew up in Queens, NY, and lived in Manhattan for a decade, but I have called the beautiful mountain town of Evergreen, Colorado my home since 2002.

Guest:

Dr. Ali Kashani, co-founder and CEO of Serve Robotics (Nasdaq: SERV)

Website:

https://www.serverobotics.com/

Bio:

Dr. Ali Kashani co-founded Serve in January 2021 and has served as Chief Executive Officer since. Prior to co-founding Serve, he served as Vice President of Postmates Inc., an on-demand food delivery platform. Prior to Postmates, Dr. Kashani was the co-founder and Chief Technology Officer at Neurio Technology, Inc., a smart home technology company acquired by Generac Power Systems (NYSE: GNRC).

Dr. Kashani is an inventor with 15 granted or pending patents. Dr. Kashani received both his Bachelor of Science in Computer Engineering and his Doctorate in Robotics from the University of British Columbia and was awarded Natural Sciences and Engineering Research Council of Canada’s Alexander Graham Bell Canada Graduate Scholarship.

When The Going Gets Tough, Keep Going.

This Tech CEO Is Investing In VR & AR – Meet Lyron Bentovim CEO at The Glimpse Group - $VRAR

Guest:

Lyron Bentovim

Title: President and CEO at The Glimpse Group

Ticker: $VRAR

Website:

https://theglimpsegroup.com/

Bio:

Mr. Bentovim currently serves as The President and Chief Executive Officer of the Glimpse Group, an Immersive Technology company (NASDAQ – VRAR). Mr. Bentovim is a serial entrepreneur with 30+ years of leadership, operational and Investment experience and he has led multiple public and private technology companies.

Prior To Founding The Glimpse Group, Mr. Bentovim served as Chief Operating Officer/Chief Financial Officer of Top Image Systems (NASDAQ – TISA), Chief Operating Officer/Chief Financial Officer of NIT Health and as the Chief Operating Officer and the Chief Financial Officer of Sunrise Telecom, Inc.(NASDAQ – SRTI). Earlier is his career Mr. Bentovim was a Managing Director and Portfolio Manager at Skiritai Capital LLC, an investment advisor based in San Francisco and as the President & Chief Operating Officer and co-founder of WebBrix, Inc.

Additionally, Mr. Bentovim spent time with strategy consultancies USWeb/CKS, the Mitchell Madison Group and McKinsey & Company Inc. Mr. Bentovim is a director at Manhattan Bridge Capital (NASDAQ – LOAN) and has served on 9 public company boards and numerous private company boards. Mr. Bentovim also serves as the Managing Partner of DarkLight Partners, a strategic advisor to small and mid-size public and private companies. Mr. Bentovim has an MBA from Yale School of Management and a law degree from the Hebrew University.

Guest: David McAdams Founder & CEO McAdams Group $240M AUM & Partner In a $3B Firm

Website: https://www.mcadamsgroupllc.com/

Bio:

David McAdams is the Founder and President of McAdams Group, an asset and wealth management organization in Cordova, TN. For more than two decades, David has helped hard-working individuals and families in and around Memphis better preserve their retirement savings and increase their retirement income.

David is an Investment Adviser Representative and licensed insurance professional specializing in retirement income strategies. He also works closely with estate planning attorneys in the area to establish effective investment and wealth management solutions that can help clients avoid unnecessary taxation and possible government intervention through probate.

As an independent financial advisor, David has helped hundreds of clients implement income-generating strategies designed to help protect their savings from the threat of inflation, rising healthcare costs, and market risk.

McAdams Group, LLC is currently rated by the Better Business Bureau as an accredited BBB business and is a member of the Memphis Regional Chamber of Commerce.

Disclaimer:

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. McAdams Group, LLC and Sound Income Strategies, LLC are not associated entities. McAdams Group, LLC is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities.

www.sec.gov

This CEO Is Growing His Company Rapidly By Protecting & Painting Metal – Meet Tom Ferguson CEO $AZZ

Guest:

Tom Ferguson President & CEO AZZ Inc.

Ticker: $AZZ

Website:

www.azz.com

Bio:

Thomas “Tom” E. Ferguson has served as the President and Chief Executive Officer of AZZ Inc. (NYSE: AZZ) since November 2013. AZZ Inc. is the largest independent hot-dip galvanizing and coil coating company in North America, holding #1 positions in both markets. The company delivers sustainable, high-performance metal coating solutions that enhance the durability and appearance of essential infrastructure, buildings, and products.

Prior to joining AZZ, Tom built an impressive career at Flowserve, a global manufacturer of engineered pumps and mechanical seals. From 2010 to 2012, he served as President of the Flow Solutions Group. Previously, he held various executive roles, including:

1. Senior Vice President (2006–2012)

2. President of the Pump Division (2003–2009)

3. President of the Flow Solutions Division (2000–2002)

4. Vice President and General Manager of Flow Solutions Division North America (1999–2000)

5. Vice President of Marketing and Technology (1997–1999)

His career began with BW/IP International (now Flowserve), where he held roles in marketing, sales, engineering, and operations from 1987 to 1997.

Tom’s commitment to excellence extends beyond his professional achievements. He has served on several advisory boards and councils, including:

1. The Texas A&M Dwight Look Engineering College Advisory Board

2. The Texas A&M Industrial Distribution Advisory Council

3. The Lionheart Children’s Academy Board of Directors

He is also the past president and chairman of the board for Hydraulic International.

With decades of leadership experience and a dedication to advancing innovative solutions, Tom continues to make a significant impact in his industry and beyond.

Company Bio:

AZZ Inc. is the leading independent provider of hot-dip galvanizing and coil coating solutions to a broad range of end-markets. Collectively, our business segments provide sustainable, unmatched metal coating solutions that enhance the longevity and appearance of buildings, products and infrastructure that are essential to everyday life.