Smart Money Circle

Smart Money Circle

By Adam SarhanBusinessInvesting
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Smart Money Circle episodes

  • The Business Behind The Stock - Brian Frank, President Of Frank Funds & PM of the Frank Value Fund

    The Business Behind The Stock Brian Frank, President Of Frank Funds & Portfolio Manager of the Frank Value Fund (FRNKX) with approximately $200M in Assets Under Management


    Website: https://frankfunds.com/

    Bio:
    Brian Frank has been the CIO for Frank Funds since 2003 and the Portfolio Manager of the Frank Value Fund and Frank Value Fund SP (Cayman) since inception in July 2004, and January 2014, respectively. After working at Lightyear Capital, a private equity fund organized by Donald Marron of Paine Webber, Brian co-founded Frank Funds which started as a single-family office, and Brian managed the assets with the goal of maximizing wealth for the long-term. The success of this strategy led to the creation of the Frank Value Fund, a mutual fund isolating Frank Funds’ equities portfolio. The Frank Value Fund has eight times been ranked as a Wall Street Journal Category King. Brian has a BS from New York University’s Stern School of business in Finance and Accounting. He is a Registered Investment Advisor and has a Series 65 license.

    24 min
  • The Power Of Absolute Returns With Christopher J. Day - ETF Ticker: $HF

    Christopher J. Day Founder And CEO Days Global Advisors who runs the DGA Absolute Return ETF Ticker: $HF. Christopher and his team manage over $500 million.


    Website: DaysAdvisors.com


    Bio:

    Christopher J. Day is a Houston-based wealth advisor, financial expert, and founder of Day Global Advisors. He has recently launched the Days Global Advisors Absolute Return ETF on the New York Stock Exchange. The ETF goes by the ticker HF and incorporated absolute return investing and was launched to realize Christopher’s vision of making investing and hedge fund management accessible to 99% of investors. He earned his Bachelor of Science in Business Administration in Finance and Management Information Systems from Northeastern University in Boston, MA.

    He helped manage over 550M+ privately and 15.5M publicly since the August launch of the HF ETF.  He prefers to focus on his public ETF work in Absolute Return portfolio management over AUM. 

    13 min
  • Half A Billion Money Manager Shared Timeless Lessons On The SMC Show

    Christopher Manske, founder and president Manske Wealth Management over half a billion dollars in assets under management.


    Bio:

    Chris graduated from West Point and earned his CFP (Certified Financial Planner) from Rice University while working with Merrill Lynch for over a decade. While at ML, he was asked to devise and execute nationwide training for ML brokers. He founded Manske Wealth Management in 2012, which now has over half a billion dollars in assets under management. MWM is consistently rated one of the top wealth management firms in Houston. https://manskewealth.com/staff/christopher-r-manske/In 2020, Chris published his first book The Prepared Investor, which guides investors as to what to do in a crisis. His second book, Outsmart the Money Magicians, will be published with McGraw Hill this fall. It warns investors not to allow what he calls “lifestyle creep” to impede wealth accumulation and informs investors about the conflicts of interest and pressure to sell that challenge even the best-intentioned advisor in a traditional brokerage firm.


    Website:

    https://manskewealth.com/

    19 min
  • Learn How $250M Fund Of Funds Uses Diversity To Generate Alpha

    Learn How Daryn Dodson, Managing Partner Of Illumen Capital, Uses Diversity To Generate Alpha

    Website: https://www.illumencapital.com/
    Bio:
    Daryn is a passionate advocate of social and economic justice, especially for disadvantaged and marginalized groups. His work with impact investors, private equity funds, Fortune 100 companies, universities and foundations has been viewed through the lens of addressing the world’s most pressing social and environmental problems. 
    Daryn previously led the Special Equities Program as a consultant to the Board of the Calvert Funds, a $12 billion pioneer of the impact investing field. Through this vehicle, Calvert maintains a portfolio of more than 40 funds on five continents, representing over 350 underlying portfolio companies. Prior to serving as a consultant to Calvert, Daryn served as Director of University and Corporate Partnership for The Idea Village, where he created a platform engaging leading private equity firms, business schools, and Fortune 500 companies to invest in New Orleans entrepreneurs post-Hurricane Katrina.
    Mr. Dodson currently serves on the Board of Directors for Ben and Jerry’s.  He earned his M.B.A. from Stanford, where he serves on the Dean’s Management Board, and his A.B. from Duke University.

    20 min
  • Tal Jacobson, CEO, Perion, (Stock Symbol: $PERI) Shared Timeless Advice...

    Guest: Tal Jacobson, CEO, Perion, $PERI


    Website: https://www.perion.com/


    Bio:

    Tal Jacobson has been a leader and executive in the ad-tech industry for more than two decades. Prior to his appointment as Perion's CEO in 2023, Tal served as General Manager of CodeFuel, Perion's Search Advertising unit, since 2018. During his tenure, he turned CodeFuel into a significant driver of Perion's market share and valuation. He also cemented a strategic relationship with Microsoft for which the company won the Microsoft Advertising Global supply partner award. Tal's success is rooted in his extensive experience in all facets of the tech industry. As Chief Revenue Officer of SimilarWeb, he was paramount to the Israeli unicorn growth spurt in its early days. Prior to that, he held the position of VP of Business at McCann Erickson, the role of CEO at the video collaboration platform Watchitoo, and Director of Business Development at AOL.

    17 min
  • It's Impossible To Always Be Right! Lewis Black, CEO, President, & Founder Of Almonty Industries.

    Guest:

    Lewis Black, CEO, President, & Founder Of Almonty Industries.
    Bio:
    Mr. Black is currently a Partner of Almonty Partners LLC and has over 15 years of experience in the tungsten mining industry. From June 2005 to December 2007, he was Chairman and Chief Executive Officer of Primary Metals Inc. (“PMI”), a former TSX-V listed tungsten mining company. Mr. Black also formerly served as head of sales and marketing for SC Mining Tungsten, Thailand.
    Website:
    https://almonty.com/company/leadership/

    28 min
  • Principal At A $4.6B Money Management Firm Shares Timeless Advice

    Keith Larkin, Managing Director, Principal At A $4.6B Money Management Firm Shares Timeless Advice With The SmartMoneyCircle.com Audience.
    Bio:
    KEITH LARKIN
    Managing Director, Principal
    Keith is a Managing Director and Principal at Robertson Stephens.
    The firm manages over $4.6 Billion.
    With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are trying to go. This includes a thorough understanding of your goals, priorities, concerns, tolerance for risk, income needs, assets and liabilities. Keith will then build and implement a plan that addresses what’s most important to you and your family, including consulting with other advisors if needed. Keith works with entrepreneurs, multigenerational families and company executives. He has several specializations including pre- and post-IPO planning and utilizing options to hedge single stock risk as well as to generate income in single stock portfolios.
    Prior to Robertson Stephens, Keith worked at Wells Fargo Advisors as a financial advisor since 2013. In 2019, he was recognized as a Premier Advisor, a distinction reserved for a select group of financial advisors at Wells Fargo Advisors. Previously, Keith was a Director at Deutsche Bank, where he provided wealth, estate and retirement planning services for high-net-worth individuals, and a Vice President at Neuberger Berman.
    Keith graduated from the University of Arizona with a bachelor’s degree in Political Science and Economics. Away from the office, he enjoys running and traveling. Keith is a resident of San Francisco and enjoys all that the Bay Area has to offer.
    The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
    Website:
    https://rscapital.com/team/keith-larkin/

    18 min
  • The CFO At PagerDuty (Ticker: PD) Shared Timeless Advice...

    Guest: Howard Wilson, Chief Financial Officer at PagerDuty (Ticker: PD)


    Website: https://www.pagerduty.com/


    Bio:

    Howard Wilson is the Chief Financial Officer at PagerDuty, where he leads the company's internal and strategic execution. In his role, he builds and directs the finance organization to support PagerDuty's growth and scaling. Before becoming CFO, he served as PagerDuty's Chief Commercial Officer, leading efforts to empower decision-making and provide ongoing customer value from the PagerDuty Operations Cloud. Howard brings more than 20 years of experience in software, services, and operational management to his role.


    Before joining PagerDuty, Howard oversaw the SaaS business at Dynatrace, the leader in Application Performance Management. He was previously the Chief Operating Officer at Keynote Systems, where he managed all customer-facing operations. Howard also served as Senior Vice President of Field Operations at Ventyx, where he oversaw various functions, including business planning, sales operations, and recurring revenue operations. Prior to Ventyx, he spent 14 years in various senior leadership roles at Oracle. Howard holds a bachelor’s degree in information systems and psychology from the University of South Africa.


    21 min
  • Dakota Gold CEO Shared Timeless Advice With The SMC Audience

    Mr. Jonathan Awde serves as President, Chief Executive Officer, and a Director of Dakota Gold.
    (Ticker: $DC)
    Bio:
    Jonathan Awde
    Mr. Awde serves as President, Chief Executive Officer and a Director of Dakota Gold. Previously, he served as co-founder, Director and Chief Executive and President of Gold Standard Ventures Corp. As CEO/President/Director, from July 2010 through December 2020, Awde oversaw all corporate development, asset acquisition, joint ventures, capital raising and the procurement of capital for the development of Gold Standard Ventures Corp.’s assets. Awde spent the last 15 years raising financing for various junior resource companies, focusing on institutional accounts, high net worth and family offices, and has raised more than $600 million for public and private companies in the natural resources sector during this period. Mr. Awde holds a Bachelor of Arts in Economics & Finance from Acadia University.

    Website:

    https://dakotagoldcorp.com/

    25 min
  • $GNPX Cancer Fighting Biotech CEO Shares Timeless Advice With The SMC Audience

    Rodney Varner Genprex Chairman, President & CEO shared timeless advice with the SmartMoneyCircle.com audience.
    Bio:
    Rodney Varner is a co-founder of Genprex and has served as President, Chief Executive Officer and Secretary, and as Chairman of its board of directors since August 2012. Mr. Varner served as a partner of the law firm Wilson & Varner, LLP, since 1991. Mr. Varner has more than thirty-five years of legal experience with large and small law firms and as outside general counsel of a Nasdaq-listed company. Mr. Varner has represented for-profit and non-profit companies at the board of directors or senior management levels in a wide variety of contractual, business, tax, and securities matters, including technology transfers, licensing, collaboration and research agreements, clinical trial contracts, pharmaceutical and biologics manufacturing and process development contracts, state and federal grants, including NIH and SBA grants, corporate governance and fiduciary issues, and real estate matters. Mr. Varner served as counsel in company formation, mergers and acquisitions, capital raising, other business transactions, protection of trade secrets and other intellectual property, real estate, and business litigation. Mr. Varner is a member of the State Bar of Texas and has been admitted to practice before the United States Court of Appeals for the Fifth Circuit and the United States Tax Court. He has been a registered securities representative and founder of a company that is a licensed securities broker-dealer. Mr. Varner received his BBA, with high honors, from Texas A&M University and his J.D. from The University of Texas School of Law.
    Website:
    https://www.genprex.com/

    26 min

About Smart Money Circle

From the publisher's feed

This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy.

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