Smart Money Circle

Think Big - This $100M Private Equity CEO Uses AI To Invest In NYC Real Estate

Guest:

Ilan Bracha, CEO and Founder, of IB Global Private Equity $100M

Best Advice: Think Big

ABOUT IIAN BRACHA:

Drawing from over 25 years of experience, Ilan has found continued success through consistently identifying lucrative residential properties and staying ahead of market trends. Ilan has appeared on numerous TV networks such as CNBC, has been quoted widely in the media, including The New York Times, The Wall Street Journal, The Real Deal, former board of directors for REBNY, and is a frequent presenter and consultant to major institutions in both NYC and Israel. IB Global leverages the company's extensive network and expertise to identify and capitalize on high-yielding residential properties. IB Global's funds provide investors with access to a diversified portfolio of high-quality residential assets, delivering attractive returns and long-term growth.

ABOUT IB GLOBAL:

With over 25 years of experience, IB Global Residential Real Estate Funds specialize in investment opportunities within the residential real estate sector. We leverage our extensive network and expertise to identify and capitalize on high-yielding residential properties. Our funds provide investors with access to a diversified portfolio of high-quality residential assets, delivering attractive returns and long-term growth.

Website: https://www.ibg-funds.com/ |

Linkedin: https://www.linkedin.com/in/ibracha

This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out)

Guest:

Richard McWhorter, CFP & Managing Partner with SRM Private Wealth $1.85B in AUM

Website:

https://srmprivatewealth.com/

Bio:

Richard McWhorter, CFP, is the Managing Partner and Private Wealth Advisor with SRM Private Wealth. He manages $1.8 billion for ultra-high net worth, high net worth, entertainers, and athletes. He has 32 years of experience and spent 16 years at Smith Barney and 16 years at Merrill Lynch. He believes in a holistic approach which is individualized for each client and has experience in financial planning, retirement planning, estate planning, and philanthropic planning.

He has been recognized by Forbes - Best in State Wealth Advisors, Financial Times, and Barrons while at Merrill Lynch. He is joined in his Pasadena California firm by partner and director of client services Sandra Parracino, AWMA and client associate Kyle Szesnat.

SRM Private wealth was opened in May 2022 to allow The McWhorter Group the ability to serve their clients at the highest level on a wide variety of aspects of their lives.

Richard is supported by his wife and six children. Outside of the office he spends time playing golf, traveling, and with his Family. He also enjoys working with charities and finding creative ways to raise funds for a variety of different causes.

Guest: Scott Wallace CEO and Co-Founder of ECD Automotive Design

Website: https://ecdautodesign.com/

Ticker: (Nasdaq) $ECDA

Bio:

Scott Wallace, ECD Co-Founder and CEO, brings extensive experience from roles as a sales & marketing director at Greene King P.L.C. and Dale Street Capital in the UK. Notable achievements include a 200% increase in share value and leading a successful £227 million business acquisition in private equity.

With insights from owning a marketing agency, Mr. Wallace played a key role in ECD's 26% CAGR revenue growth. His qualifications for a director role stem from his CEO position at ECD and his expertise in marketing, sales, the European public sector, and venture capital.

This CEO Is Using Biology To Make The World Better – Dr. Jennifer Holmgren, CEO, LanzaTech $LNZA

Name: Dr. Jennifer Holmgren

Title: Chair and CEO of LanzaTech Global, Inc.

Ticker: LNZA

Bio: Dr. Jennifer Holmgren is CEO of LanzaTech. Under her guidance, LanzaTech is developing a variety of platform chemicals and fuels, including the world’s first alternative jet fuel derived from industrial waste gases.

Given her integral role in the development of this alternative jet fuel, she is also a Director and the Chair of the LanzaJet Board of Directors.

Prior to LanzaTech, Jennifer was VP and General Manager of the Renewable Energy and Chemicals business unit at UOP LLC, a Honeywell Company. While at UOP, she was a key driver of UOP’s leadership in low carbon aviation biofuels, and under her management, UOP technology became instrumental in producing nearly all the initial fuels used by commercial airlines and the military for testing and certification of alternative aviation fuel.

Jennifer is the author or co-author of 50 U.S. patents and more than 30 scientific publications, and is a member of the National Academy of Engineering. In 2003, she was the first woman awarded the Malcolm E. Pruitt Award from the Council for Chemical Research (CCR).

In 2010, she was the recipient of the Leadership Award from the Civil Aviation Alternative Fuels Initiative (CAAFI). In 2015, Jennifer and her team at LanzaTech were awarded the U.S. Environmental Protection Agency Presidential Green Chemistry Award, and she was awarded the BIO Rosalind Franklin Award for Leadership in Industrial Biotechnology. Jennifer was named as #1 of the 100 most influential leaders in the Bioeconomy in 2017 and received the Global Bioenergy Leadership Award in 2018, and the 2020 William C. Holmberg Award for Lifetime Achievement in the Advanced Bioeconomy. In 2021, she received the Edison Achievement Award and the Prix Voltaire Award. In 2022, she was included in ICIS’s Top 40 Power Players ranking. Jennifer also has an honorary doctorate from Delft University of Technology.

Jennifer is on the Governing Council for the Bio Energy Research Institute in India. The institute was set up by the DBT (Department of Biotechnology, Indian Government) and IOC (Indian Oil Corporation). She also sits on the Advisory Council for the Andlinger Center for Energy and the Environment at Princeton University, the National Academies’ Board on Energy and Environmental Systems (BEES), the External Advisory Committee for the Advanced Energy Technologies Directorate (AET) at Argonne National Laboratory, the Advisory Council for the Pacific Northwest National Laboratory (PNNL), the Halliburton Labs Advisory Board, the Universiti Teknologi PETRONAS International Advisory Council, and the Founder Advisory for The Engine, a venture capital fund built by MIT that invests in early-stage science and engineering companies.

Jennifer holds a B.Sc. degree from Harvey Mudd College, a Ph.D. from the University of Illinois at Urbana-Champaign and an MBA from the University of Chicago.

Winner’s Get Back Up: How This 3rd Generation CEO Is Creating Value From Sorbent Minerals & Cats – Meet Dan Jaffee, Chairman of the Board, President, & Chief Executive Officer Oil-Dri $ODC

Guest:

Dan Jaffee, Chairman of the Board, President, & Chief Executive Officer

Oil-Dri..$ODC

Chairman of the Board, President, & Chief Executive Officer Oil-Dri

Ticker: $ODC

Website:

https://www.oildri.com/

Daniel S. Jaffee

Chairman of the Board, President, & Chief Executive Officer Oil-Dri

Ticker: $ODC

Mr. Jaffee graduated from Georgetown University in 1986. Mr. Jaffee joined the Company in 1987 after a year with the accounting firm now known as PricewaterhouseCoopers LLP. He was a product manager in the Industrial and Agricultural divisions of the Company until 1989. In 1990, he became Chief Financial Officer of the Company, a position he held until 1995. From 1990 to 1995, he also held group vice presidential positions in the areas of Canadian and domestic operations, finance, management, information systems and consumer products.

He was Chief Operating Officer from 1995 to 1997. Mr. Jaffee became President in 1995, Chief Executive Officer in 1997 and Chairman of the Board of Directors in 2018. Mr. Jaffee received an M.B.A. from the Kellogg Graduate School of Management of Northwestern University in 2004. Mr. Jaffee’s civic activities include serving as a member of the Board of Directors of the Anti-Cruelty Society of Chicago and as a Trustee of the Chicago History Museum.

Meet Chris Loeffler: Caliber's CEO Shares Timeless Lessons For Investing In Real Estate. $CWD

Guest: Chris Loeffler

Title CEO and Co-Founder

Website: https://www.caliberco.com/

Ticker: CaliberCos Inc. NASDAQ: $CWD

BIO:

Chris Loeffler has served as the CEO and Chairman of Caliber’s Board of Directors since its inception. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation. As a Co-Founder, Chris took an early role in forming the Company’s financial and operational infrastructure and navigating the vertical integration of all real estate and investment services.

Prior to forming Caliber, Chris served as an Assurance Associate at PwC in Phoenix, Arizona, completing public company audits, developing control systems, and completing several acquisition or sale transactions. Some of Chris' clients included Honeywell International, Inc., CSK Auto Inc., Verizon Communications, Inc., Republic Services, Inc., Car Wash Partners, Inc., and the Arizona Diamondbacks.

Chris earned a Bachelor of Science degree in business administration with a concentration in accounting from California Polytechnic State University, San Luis Obispo. Chris also attended Universidad Complutense de Madrid (University of Madrid) in Madrid, Spain. In addition, Chris is the Co-Founder and former Board Director for Qwick, Inc., a venture-funded hospitality staffing marketplace, a Board Director for ZenniHome, Inc., a housing-tech startup and a Board Director and Treasurer for the Mesa Police Foundation.

This CEO Worked With Ray Dalio & Wants To Improve Healthcare: Mark Bertolini CEO Oscar Health $OSCR

Great timeless lesson from Mark = "The Leading Cause Of Failure Is Success"

Guest: Mark Bertolini CEO Oscar Health OSCR

Website:

https://www.hioscar.com/

Ticker: $OSCR

Bio:

Mark T. Bertolini is the Chief Executive Officer of Oscar Health, a leading healthcare technology company dedicated to making a healthier life accessible and affordable for all.

Mark is former Co-Chief Executive Officer of Bridgewater Associates, the world’s largest and most successful hedge fund.

Mark is also a national health care thought leader, and the former Chairman and CEO of Aetna Inc. At Aetna, Mark assumed the role of CEO in November 2010, and of Chairman in April 2011. In November 2018, he stepped down as Chairman and CEO and served as a Director of CVS Health Corporation upon completion of CVS Health’s acquisition of Aetna, valued at $69 billion. Throughout Mark’s tenure at Aetna, he led the company’s transition from a traditional health insurance company to a consumer-oriented health care company focused on delivering holistic, integrated care in local communities.

Before joining Aetna, Mark held executive positions at Cigna, NYLCare Health Plans, and SelectCare, Inc., where he was President and Chief Executive Officer. He serves as a director of Verizon Communications Inc. (communications and technology solutions), Thrive Global (sustainable, science-based solutions to enhance well-being, performance and purpose), and the FIDELCO Guide Dog Foundation (non-profit organization that breeds, trains and places German Shepherd guide dogs with people who have visual disabilities).

Guest Name: Cuong Do

Title: President & CEO

Website: https://bioviepharma.com/

Ticker: BIVI

Bio:

Cuong Do

President & Chief Executive Officer​

Cuong Do, MBA, is the President and Chief Executive Officer of BioVie Inc., a clinical-stage company developing innovative drug therapies for the treatment of neurological and neurodegenerative disorders and advanced liver disease. Do is a highly experienced life sciences executive, who has served in various leadership roles at multiple global enterprises and publicly owned companies over the past 35 years. Prior to his appointment with BioVie, Do was President of Samsung Global Strategy Group where he helped to set the strategic direction for the company’s diverse business portfolio, including the growth of its biologics businesses. He was previously the Chief Strategy Officer for Merck, a leading US pharmaceutical company on the Fortune 500 list, where he played a key role in defining the company’s strategy, including its focus on oncology and creating its leading position with the anti-PD-1 therapy, pembrolizumab (KEYTRUDA®). Do also held leadership roles in the technology space at Lenovo and Tyco Electronics, and was a senior partner at McKinsey & Company, where he spent 17 years helping to build the company’s healthcare, high tech and corporate finance practices.

Do is an active entrepreneur who founded Callidus Biopharma (a biotech company working in rare diseases that was acquired by Amicus Therapeutics in 2013), Lysodel Therapeutics (a company developing an innovative pharmaceutical product for obesity), and M6P Therapeutics (a company developing gene and enzyme replacement therapies for rare lysosomal storage disorders).

He is a founding member of Social Impact Partners, which is a purpose-driven alliance of global experts and young change-makers working to fight against Alzheimer’s Disease. Do also serves as a member of multiple advisory boards to companies and academic institutions, including Seneca Therapeutics, Stanford Medicine, The Tuck School of Business at Dartmouth, Fulbright University Vietnam, Ideal Semiconductors, ILiAD Biotechnologies and others.

Do is also a passionate philanthropist, particularly in autism and education. He founded Profectum Foundation, which specializes in providing training and education for professionals and parents of children with autism or special needs. He also founded Identifor, Inc. and the Identifor Foundation to help autistic teenagers identify abilities and strengths to make the transition to adulthood. He currently or formerly served on the boards of Celebrate the Children (a school for children with special needs in New Jersey), Autism Speaks and its Executive, Strategy, Science and Family Services committees and Caring for Cambodia (a non-profit working to educate 7,000+ K-12 students in Siem Reap, Cambodia).

He holds a BA from Dartmouth College, and an MBA from the Tuck School of Business at Dartmouth.

Guest: Meet the Man Who Shaped Your Childhood: Multi-Emmy Award Winning CEO Andy Heyward Kartoon Studios

Website:

www.kartoonstudios.com

Ticker: TOON

Bio:

Multi-Emmy Award-winning producer, and CEO of Kartoon Studios, Andy Heyward has made more episodes of children’s television than any other producer, including Walt Disney. After graduating from UCLA with a Bachelor of Arts degree in Philosophy in 1975, he joined Hanna-Barbera as a writer and story editor.

During his five years with Hanna-Barbera, he was involved in the development and writing of numerous series including Scooby Doo, Flintstones, Jetsons, Smurfs, Yogi Bear, and Scooby’s All Star Laff-A-Lympics. In 1980, he moved to France where he joined DIC Audiovisual, a production company specializing in children’s animated programming. In 1982, he co-created Inspector Gadget and during the following years he produced over 5,000 episodes of award-winning children’s programs, most of which shows and brands are household names, including Inspector Gadget, The Real Ghostbusters, Alvin and the Chipmunks, Hello Kitty, Sonic the Hedgehog, Super Mario Bros, Sabrina the Teenage Witch, Strawberry Shortcake, Care Bears, Captain Planet, Teddy Ruxpin, Sailor Moon, Madeline, Where on Earth is Carmen Sandiego, Liberty's Kids, Warren Buffett’s Secret Millionaires Club, Llama Llama, Rainbow Rangers, Stan Lee’s Superhero Kindergarten starring Arnold Schwarzenegger, and dozens more. In 1994, he convened the National PTA, National Education Association, UCLA School of Education, and producers from throughout the industry to draft the first voluntary set of program guidelines for children’s television. In 1996, he hosted the first meeting between then FCC Chairman Reed Hundt and children’s television producers.

Today under Kartoon Studios, Heyward produces and licenses brands ranging from Stan Lee Universe, to Baby Genius, to Warren Buffett's Secret Millionaires Club, to Thomas Edison's Secret Lab, to Stan Lee’s Superhero Kindergarten, to the recently released Shaq’s Garage for the global market. He has also been the largest producer of FCC mandated educational informational programming for children, and has produced hundreds of PSAs promoting child safety, health, exercise, and nutrition. In collaboration with Warren Buffett, he produces the short film which opens the annual Berkshire Hathaway Shareholders meeting, and he co-authored a book with Warren Buffett promoting financial literacy for kids. Heyward is also the author of Go Go Gadget – The Creation of Inspector Gadget.

Andy's notable work in children's programming has earned him multiple industry awards, and his charitable efforts off-screen have resulted in numerous recognitions. Some of his awards include two Emmys, nine Emmy nominations, two Humanitas Awards, two Cable Ace Awards, five Golden Reel Awards, three Environmental Media Awards, a New York Television Festival Award and a National Education Association Award, among others. He was inducted into the KidScreen Hall of Fame and won the Studio of the Year at Italy’s Cartoons on the Bay International Festival of Television Animation in 2006 (co-awarded to Roy Disney).

Heyward is a member of the Producers Guild of America, the National Academy of Television Arts and Sciences, the International Academy of Television Arts and Sciences, and the British Academy of Film and Television Arts (BAFTA). He was the 2010 UCLA College of Humanities Commencement speaker and is currently a Mentor in the UCLA mentoring program. He is active in many community activities, including serving on the Board of Directors of Cedars-Sinai Medical Center, where he was recently made a Life Trustee.

Website:

https://www.balentine.com/

Bio:

Robert Balentine

Chairman

Partner

Robert Balentine is Chairman of Balentine. He brings 40 years of experience advising clients and families on matters relating to their wealth and legacy.

A seasoned entrepreneur, Robert has experience building, buying, and selling businesses, and has counseled many of our entrepreneurial clients on matters relating to managing their businesses, as well as managing their wealth. He was the inaugural recipient of the Metro Atlanta Chamber’s 2013 Business Person of the Year, Lifetime Achievement Award.

Barron’s and Forbes have each named Robert one of the country’s top wealth management advisors, and Atlanta Business Chronicle named Robert to its 2018 list of Most Admired CEOs.

He is a frequent contributor to the media and addresses audiences across the country on topics related to investing and entrepreneurship. First Generation Wealth, a book co-written by Robert and CEO Adrian Cronje, was released in September 2021.