Smart Money Circle

John Davi, Founder, CEO, & CIO of Astoria Advisors with approximately $1.4 billion in AUM shared timeless lessons with the audience.

Website: AstoriaAdvisors.com 

John is an award-winning research strategist and has over 20 years of experience spanning across Macro ETF Strategy, Quantitative Research, and Portfolio Construction. Before starting Astoria, he was the head of Morgan Stanley's Institutional ETF Content and advised many of the world's largest hedge funds and asset managers on ETF portfolio construction. John published hundreds of reports in his research career across a variety of topics from ETFs, indices, futures, and structured products.

Learn more on:

Website: ⁠AstoriaAdvisors.com⁠ 

Timeless Lessons From One Of The Fastest Growing Fintech Social Media Companies - Wolf.Financial.

Gav hosts Twitter Spaces and works with companies in the finance space like prop trading firms, ETF providers, charting firms, etc.

Full details can be found here: https://t.co/3JvZzTsjL1

Build-A-Bear CEO & CFO Discuss Their Vision & Growth Plans For 2023 & Beyond! NYSE: $BBW

Sharon speaks to her leadership evolution and philosophy and provides highlight some of the twists and turns of her journey at Build-A-Bear in her book called “Stories & Heart” from ForbesBooks.

She also took this candid approach directly to the team in the field on “Undercover Boss” on the premier episode of the 2016/17 season. With decades of experience in marketing, product development and change management, Sharon has worked on a variety of brands and businesses, including tenure at companies including Hasbro, Mattel, Wolverine World Wide (WWW) and DDB Needham Worldwide, where she established a strong track record of success. Before taking the helm at Build-A-Bear Workshop, Sharon was President of the Stride Rite Children's Group LLC. (SRCG), a division of WWW, where she led all functions of the SRCG—including product creation, wholesale sales, marketing, planning and distribution. She wore many hats while directing operations, retail merchandising and international franchising for more than 350 Stride Rite stores.

Learn more about Sharon here:

6/14/23

Ravi Venkatesan - Chief Executive Officer Cantaloupe, Inc. $CTLP shared his vision and the company's growth plan going forward.

Website:

https://www.cantaloupe.com/

About Ravi:

Ravi Venkatesan was named chief executive officer and a member of the Board of Directors at Cantaloupe in September 2022, after serving as chief operating officer starting in February 2022 and as chief technology officer from December 2020. He is responsible for leadership of the company’s architecture, development, network and business operations, product teams, as well as customer success. A proven leader with extensive expertise in product development, information systems, software development and program management, Mr. Venkatesan brings more than 20 years of experience in driving innovative change within technology environments.

Previously, Mr. Venkatesan was Head of Innovation at Bakkt. He held the dual roles of chief technology officer and chief product officer at Bridge2 Solutions, preceding its sale to ICE, the parent company of Bakkt. Prior to his position at Bakkt he was the vice president of Information Technology Strategy and Delivery at Cbeyond. Earlier in his career he spent time as a consulting leader with Accenture.

Mr. Venkatesan graduated from Bangalore University with a degree in Electronics and went through a post graduate pogram in Finance and Information Management from the Management Development Institute.

About Cantaloupe, Inc. 

Cantaloupe, Inc. is a software and payments company that provides end-to-end technology solutions for the self-service economy. Cantaloupe is transforming the self-service retail community by offering one integrated solution for payments processing, logistics, and back-office management. The company’s enterprise-wide platform is designed to increase consumer engagement and sales revenue through digital payments, digital advertising, and customer loyalty programs, while providing retailers with control and visibility over their operations and inventory.

As a result, customers ranging from vending machine companies to operators of micro markets, gas and car charging stations, laundromats, metered parking terminals, kiosks, amusements, and more can run their businesses more proactively, predictably, and competitively.

To learn more about Cantaloupe, Inc., visit: cantaloupe.com

Website: Wallbox.com

Stock: $WBX

Bio:

Enric is a passionate, results-driven leader who brings more than a decade of experience working in the energy industry to his

Enric co-founded Wallbox with Eduard Castaneda in 2015 after realizing there was a huge and crucial gap in the market, home charging. Prior to founding Wallbox, Enric was the Program Manager for Charging Installations at TESLA Motors in Europe (Amsterdam). His main responsibility was ensuring that customers always had the best charging solution to charge at home and at the workplace.

Enric has built Wallbox’s global brand, business and team from the ground up. In 2015, Enric and Eduard designed their first charger, Commander, which would be the first of many state-of-the-art innovations that would propel the company’s overall growth in the EV charging and energy management space. These sleeker, smarter and simpler charging and energy management solutions have become increasingly relevant at a time when consumers, enterprises and governments are realizing that the new reality for mobility is electric.   

Under Enric’s leadership, Wallbox has achieved many operational and product milestones. In 2021, the company became the first Spanish tech company to be listed on the New York Stock Exchange. Wallbox has grown to over 1,250 employees in Europe, APAC and the Americas and has products available in over 113 countries. Enric has been instrumental in forging key partnerships that have made a huge impact on the company’s growth including Nissan, Uber, Fisker, Polaris, Best Buy, NAPA Auto Parts, Iberdrola, SunPower and more. The company opened its first North American manufacturing facility in Texas in late 2022.

Wallbox has accomplished so much under Enric’s leadership and has grown from a home EV charging company into a global leader in EV charging that develops state of the art technology for home, business and public charging as well as the energy management solutions that allow users to live more sustainably. Wallbox debuted Quasar 2 at CES 2022, the second generation of the world’s first bidirectional charger for the home. This capstone achievement resulted in “Best of CES” in major news outlets. Wallbox’s future global growth will continue to be driven through product innovation in both hardware

Enric has done an outstanding job maintaining a culture based on commitment, excellence, innovation, passion and self-demand.

MICHAEL ASHLEY SCHULMAN, CFA

Partner & Chief Investment Officer

Running Point Capital Advisors

Bio 

As chief investment officer and a founding partner of Running Point Capital Advisors, Michael Ashley Schulman is responsible for Running Point’s global macro outlook, research, investment strategies, PPLI & PPVA management, asset allocation, and impact and social assessments across public and private investments.

He has also effectively consulted for the World Federation of Exchanges in Paris, the Colombian Financial Exchange, and several high-tech firms, and has presented at forums and conferences in California, New York, Malaysia, Argentina, and Spain. In the past year he has been quoted by Reuters, Forbes, Nikkei, Barron’s, CNBC, Investor’s Business Daily, International Business Times, S&P Global, Fox, USA Today, and MarketWatch.

Michael has an MBA from MIT Sloan, a CFA

AUM is above $600MM

https://runningpointcapital.com/

www.rbtrage.com

How AI & Robotics Can Help Fight Crime.

Stock Symbol: $KSCP

Scott has been on Oprah, Howard Stern, and now on the SmartMoneyCircle show!!!

Scott Schmaren, Hypnotherapist and NeuroPerformanceologist, Shared Timeless Advice On How To Control Your Mind And Become Successful.

Learn More: https://ultimatevisionarymind.com/

Scott Schmaren is a highly accomplished individual known for his unwavering dedication to personal transformation and motivational speaking. With an exceptional ability to inspire and empower others, he has become a prominent figure in the field of personal development and peak performance.

Scott's journey began with his own remarkable transformation. After battling obesity, addiction, and self-destructive behavior, he made a life-changing decision to turn his life around. Through a combination of mindset shifts, healthy habits, and a relentless commitment to personal growth, he not only overcame his challenges but also developed a deep understanding of the power of the mind.

Harnessing his newfound wisdom, Scott Schmaren embarked on a mission to share his transformative journey and insights with others. He became a renowned motivational speaker, captivating audiences with his engaging storytelling and authentic approach. Scott's ability to connect with individuals from all walks of life, combined with his vibrant energy, has made him a sought-after speaker at conferences, corporate events, and educational institutions.

As a performance expert, Scott empowers individuals to unlock their full potential and achieve extraordinary results. He blends principles from neuroscience, psychology, and personal experience to guide others in developing a winning mindset, enhancing productivity, and fostering resilience in the face of adversity. Scott believes that anyone can achieve greatness by embracing their inner power and adopting a mindset of growth and possibility.

In addition to his motivational speaking engagements, Scott Schmaren is an accomplished author, having written several books that delve into the depths of personal transformation and success strategies. His writings serve as practical guides, providing actionable steps to help individuals overcome obstacles, improve their mindset, and create lasting change in their lives.

Scott's work has been widely recognized and celebrated, earning him accolades and testimonials from individuals whose lives have been positively impacted by his teachings. His unwavering dedication to helping others tap into their unlimited potential continues to inspire countless individuals to take charge of their lives and achieve extraordinary success.

Scott Schmaren's infectious enthusiasm, profound wisdom, and genuine desire to make a difference have solidified his reputation as a leading authority in the field of personal development. Through his work, he continues to transform lives and empower individuals to embrace their true potential, reminding them that they have the power to create the life they truly desire.

Learn more: https://ultimatevisionarymind.com/