Smart Money Circle

Smart Money Circle features high-profile money managers and CEOs (>$100M AUM) for timeless investing insights. For PR, it offers access to senior executives and decision-makers; booking requires credible financial/leadership credentials and a proven track record.

277 episodes, Multiple_weekly, 4.9 rating

<1k, Male, USA

YouTube: 63.5k subscribers

sarhancapital@gmail.com

This show interviews the “smart money” (large money managers &amp; 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. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for educational/informational purposes only. No specific investment advice is given.

Adam Sarhan

Investing, Business, Business News, Entrepreneurship, Technology

C-suite executives, founders/CEOs, CIOs/portfolio managers, senior investment professionals with notable track records

leading a multi-billion dollar asset firm or high-growth company, founding or co-founding a notable business, board memberships and industry recognitions, awards or recognized leadership in finance/healthcare/tech

Brian A. Lee - Wealth Management For Business Owners, Financial Planning, Insurance, Investment Strategy, Kristin Hull - Impact Investing, Mission-aligned Portfolios, Philanthropy, Governance, Thierry L. Bernard - Molecular Diagnostics, Life Sciences, Global Business Strategy, Edward F. Thomas III (Scooter Thomas) - Financial Planning, Wealth Transfer, Retirement, Education Funding, Neil Blumenthal - Entrepreneurship, Consumer Brands, Social Impact, Direct-to-consumer

investing, wealth management, asset management, financial planning, CEO interviews, entrepreneurship, impact investing, portfolio management, fintech, business leadership