Smart Money Circle
Adam Sarhan
sarhancapital@gmail.com
Booking Overview
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.
Metrics
277 episodes, Multiple_weekly, 4.9 rating
<1k, Male, USA
YouTube: 63.5k subscribers
Contact Information
sarhancapital@gmail.com
Description
Production Team
Host
Adam Sarhan
Categories
Investing, Business, Business News, Entrepreneurship, Technology
Booking Intelligence
Booking Requirements
high difficulty
Typical Credentials:
C-suite executives, founders/CEOs, CIOs/portfolio managers, senior investment professionals with notable track records
Required Achievements:
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
Recent Guest Discussions
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
Recent Topics
investing, wealth management, asset management, financial planning, CEO interviews, entrepreneurship, impact investing, portfolio management, fintech, business leadership
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