Smart Money Circle

David Jemmett, CEO, Cerberus Sentinel ($CSIO)

Smart Money Circle: Adam Sarhan Interviewed David Jemmett, Chief Executive Officer at Cerberus Sentinel $CISO.  David Jemmett has more than 35 years of executive management and technology experience with telecommunications, managed services, and Cybersecurity consulting services. Mr. Jemmett presently serves as the CEO and founder of Cerberus Cyber Sentinel Corporation. Mr. Jemmett has specialized expertise in Cybersecurity, healthcare, Compliance, and governmental regulations, and has been intimately involved in designing, building, re-vamping, and/or managing networks and data centers worldwide.

Dr. Tianyi Jiang (TJ) CEO and Co-Founder AvePoint in 2001 and has served as the organization's Chief Executive Officer since 2005. Today, TJ is responsible for overall strategy and direction of AvePoint which includes product innovation, investor relations and business development. He is focused on delivering value to customers, partners, shareholders and to the AvePoint team, every day.  A recipient of Ernst & Young’s Entrepreneur of the Year award in New Jersey in 2010, TJ received both B.S. and Masters in Electrical and Computer Engineering from Cornell University, and a Master of Philosophy and PhD in Data Mining from Department of Information Systems, Operations Management, and Statistics, Stern School of Business, New York University.

website: https://www.avepoint.com/

Cantaloupe ($CTLP) CEO Ravi Venkatesan shares his journey and some timeless advice with the SmartMoneyCircle audience.   

Bio: 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 Program in Finance and Information Management from the Management Development Institute.

Steven fell in love with trading at a very early age and shares some timeless lessons he's learned along the way with the SmartMoneyCircle audience.   

Steven is the Chief Strategy Officer for Money.net. He has produced and hosted thousands of webinars, shows, interviews as the featured on-air talent and delivered industry-leading financial squawk services.  Steven has had the privilege to work in the US Government (White House, State Department, and Congress.) Also, he was in the professional sports industry (NBA, MLB, NFL, PGA) in tech and on-air.  

Steven is an active professional trader who has traded every sector and financial instrument since the early 1990's! Including stocks, bonds, options, futures, currencies, and cryptocurrency. Mr. Orr serves on the board of American Blockchain and Cryptocurrency Association.  https://www.abcaonline.org/about  He is passionate about delivering financial news and likes to share it with other traders.

Jonathan shares a lot of timeless advice with the audience about being mindful with your money. He explains the difference between currency and money, he discusses the two most important things in life, how to quiet your mind and stop reacting to external stimulus, and a lot more.   

Bio: Jonathan is a Lutheran Seminarian, turned Buddhist Academic, turned financial advisor and educator. He is the best-selling author of Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing your Happiness Dividend. He writes and talks about the intersection of money and happiness at Mindful Money – a financial education company. Jonathan is based in the EP Wealth Berkeley office, where he helps clients manage their finances and investments, with the goal of long-term happiness and well-being in mind.

David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.   David was the first-ever Chief Financial Officer at Compare.com – a position he held for more than three years. Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States.   David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia. He is a registered representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, as well as advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.  Website: www.davidpetersfinancial.com

Brian Feroldi, Author, Of Why Does The Stock Market Go Up? shares timeless lessons with the audience about his bottoms up investment approach, some mistakes he has made, and the business criteria he looks for before making an investment.   Bio: Brian Feroldi is a financial educator, YouTuber, and author. He has been intensely interested in money, personal finance, and investing ever since he graduated from college.  Brian started investing in 2004. In the beginning, he had no idea what he was doing and got his teeth kicked in. His returns improved dramatically over time as his experience and knowledge about the stock market grew.  Brian’s career mission statement is “to spread financial wellness.” He loves to help other people do better with their money, especially their investments. He has written more than 3,000 articles on stocks, investing, and personal finance for the Motley Fool.  In 2022, Brian’s book Why Does The Stock Market Go Up? was published. The mission of the book is “to demystify the stock market.” It was written to explain how the stock market works in plain English.  Brian lives in New England with his wife and three kids.

SMC: Adam Sarhan Interviewed Market Wizard Tony Saliba Part I.   

Tony shares some great stories of how he got started in the business, some timeless lessons he's learned along the way, how he handles risk, and how he thinks about and makes every decision.    

Tony Saliba (Industry Bio)  

A globally renowned business leader and entrepreneur, Anthony Saliba is CEO and founder of Mercury Digital Assets, the leading digital asset and cryptocurrency trading technology provider. He is also the Vice Chairman of The Board of Managers Matrix Executions, a U.S. broker-dealer.  His areas of expertise include workflow automation for derivatives agency activities, securities routing/execution, risk management, strategic planning, electronic trading, and derivatives education.   Saliba has been a pioneer in the trading industry for four decades, beginning his career in 1979 at the Chicago Board Options Exchange (CBOE), where he traded equity options as an independent market maker. Later he traded most CBOE products, currencies and the S&P 500 contracts on the Chicago Mercantile Exchange, along with the agricultural and interest rate products traded on the Chicago Board of Trade (CBOT). He spent three years on the Board of Directors at CBOE and also served for two years on the board of the Chicago Stock Exchange (CHX) before its acquisition in 2018. In 2019, he was an inaugural recipient of the U.S. Options Lifetime Contribution Award, selected by the U.S. options exchanges and the Options Industry Council (OIC).  Saliba was the only options trader to be featured in “Market Wizards” (1989), the seminal book by Jack Schwager, showcasing the world’s best professional traders. He has also authored numerous books himself, including: “Managing Expectations: Driving Profitable Option Trading Outcomes Through Knowledge, Discipline, and Risk Management”(2017); “Options Workbook”(2001); “Option Strategies for Directionless Markets: Trading with Butterflies, Iron Butterflies, and Condors”(2008); and “Option Spread Strategies: Trading Up, Down, and Sideways Markets” (2009, with Karen E Johnson, and Joseph C Corona).  Saliba has founded several successful companies over the course of his career. These include: the International Trading Institute, which built and delivered the first options simulator and pioneered training for pro traders and market makers worldwide; LiquidPoint, a trading platform, broker and solution provider sold to ConvergEx for a mid-nine-figure sum; and Efficient Capital Management, a premier managed futures firm. He has invested in nearly 100 companies and continues to lend his expertise and experience to a variety of firms today.  In 2019, Saliba was recognized by the U.S. options exchanges and the OIC as one of the first recipients of the U.S. Options Lifetime Contribution Award.  Saliba lives in Chicago, Illinois, and holds a BS in Accounting from Indiana University - Bloomington.  Learn more here: https://mercurydigitalassets.com/

Mark Adams, President and CEO of SGH Corp ($SGH).   

Mark brings extensive experience and expertise in leading technology companies with a clear vision and focus on execution. Whether at the helm of a major developer of LED light engine technology or the global leader of memory solutions, Mark’s management style is characterized by a team-first approach with an emphasis on results.  

Since joining SGH in 2020, he has set into motion its transformation toward a holding company with continuous investment in the long-term success of its businesses.  Mark’s previous companies include Lumileds, Micron Technology, Lexar Media, Creative Labs and NCR Corporation. 

He currently serves on the boards of Seagate Technology and Cadence Design Systems.  His alma maters include Boston College (BA, economics) and Harvard University (MBA).  

Website: https://www.sghcorp.com/

Today's Smart Money Circle Guest Is Scott St. Clair, the premium product group manager at Investor's Business Daily (IBD).   Scott St. Clair joined the MarketSmith education team as a Product Coach in 2010.  In 2021, Scott was promoted to Manager of the Premium Product Group at Investor's Business Daily. Scott began his career as a stockbroker in 1994.  In 2008, he became a founding partner at Channel Islands Capital, managing a small hedge fund. His 25+ years of investing experience are complemented by his education, which includes a B.S. from University of La Verne and an M.B.A. from the University of California, Irvine. Learn more at Investors.com