Smart Money Circle

$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:
https://www.processapharmaceuticals.com/about/management-team

$FHTX - Foghorn Therapeutics CEO Shares Timeless Advice & Tells Us How He’s Using Biology To Fight Cancer

$PTPI Petro Pharma CCO – Fady Boctor – How To Take Smart Risks, Intelligently

Guest:

PetrosPharma.com

$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.

VEGN - Beyond Investing - CEO Claire Smith Shares Timeless Lessons

Ticker: VEGN

Claire Smith

CEO

www ⁠beyondinvesting.com⁠ and ⁠www.veganetf.com⁠

BEYOND

Beyond Investing is a US-based

Beyond Investing was formed in

In June 2018 Beyond Investing

Beyond Investing sponsored the

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

$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.

Brian Spinelli,

Bio

Brian joined Halbert Hargrove in 2006 and works with clients across the US; his responsibilities encompass running the firm’s investment committee as well as advising individuals and institutions on their investment and wealth advisory needs. He connects with clients from all walks of life: “I build relationships of trust by being knowledgeable and straightforward, and making a positive difference. Sometimes that means not sugar-coating issues—which I believe most clients come to appreciate.”

Brian was named to HH’s management team in 2012. His colleagues call him organized, highly disciplined, and fearless in critical conversations with clients. He values “leading the firm’s clients and helping them feel understood, supported and confident in their plans and in the work we do for them. I am fascinated by capital markets as well, and enjoy the process of researching nontraditional approaches to investments.”

Before joining Halbert Hargrove in 2006, Brian worked as a Financial Analyst with Northrop Grumman Corporation, reporting to the CFO and Director of Financial Planning; in this role, he carried out financial projections, market and portfolio analysis, and financial modeling.

Brian earned his Bachelor of Arts in Business Administration – Finance from Loyola Marymount University in 2002 and his MBA from LMU in 2005. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™ professional.

Website:

https://www.halberthargrove.com/

Mr. Sachs has been on Wall Street for over 30 years, He founded & Sold Deerfield Capital Management LLC, which had $17B in AUM. Deerfield focused on fixed income arbitrage, relative value trading strategies and structured products. Mr. Sachs now leads SCG Asset Management LLC and its Alternative Strategies Income Fund, a continuously offered, closed-end interval fund focused on equity linked notes.

Ticker: $LTAFX

Website: https://www.scgamllc.com/

Guest:

President and

Chief Executive Officer at Calix (Ticker: $CALX)

Website:

https://www.calix.com/

Bio:

President and Chief Executive Officer Michael was promoted to president and CEO of Calix in September 2022, and is a member of the Board of Directors. He brings more than 20 years of experience leading growth, strategy and transformation to his role as President and CEO. Michael most recently served as the Company’s President and Chief Operating Officer since January 2021. Michael joined Calix from Salesforce where he served as the senior vice president of Global Customer Success and senior vice president, Japan and Asia-Pacific Customer Success, Services and Alliances. Over the span of his career, Michael has held executive positions in North America, Europe and Asia. Previously, Michael held leadership roles at Bell Mobility in Canada, where he was vice president of business and consumer sales. Michael also held sales leadership roles at Microsoft, in Canada and the United Kingdom. Michael holds a Bachelor of Arts in Business Administration, from Brock University supported by ongoing executive education at Queens, Wharton and USC.