Smart Money Circle

Timeless Advice From The Chief Investment Officer Of A $10 Billion Firm

Meet

Stuart Katz, Chief Investment Officer, Robertson Stephens

(AUM: $9.5B)

Bio

Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio analytics, risk management, manager selection and overall long-term strategic portfolio and near-term tactical asset allocation investment process.

Stuart has more than 30 years of institutional and family office investment experience as both a direct investor and allocator across traditional public asset classes and al...

Guest

Isaac Wakszol is the CEO of Activest Wealth Management

Company

Activest Wealth Management

Website

https://activestwm.com/

Assets

3B AUA

1.7B AUM

Isaac’s Bio

Before founding Activest, he represented a Swiss private investment bank in Venezuela, gaining valuable international finance insights.

His academic credentials include a civil engineering degree from Universidad Metropolitana and an MBA from IESA Ve...

This CEO Is Using Lidar To help Autonomous Driving- Meet Matt Fisch CEO AEYE $LIDR

Matt Fisch

Chairman & Chief Executive Officer, AEye, Inc. $LIDR

Matt Fisch is Chief Executive Officer of AEye, Inc. (NASDAQ: LIDR), a global leader in adaptive, high-performance lidar solutions for automotive, trucking, intelligent transportation systems, and smart infrastructure applications. He brings decades of executive leadership experience across the automotive technology, mobility, and industrial sectors, with a strong track record of scaling technology businesses, driving commercial growth, and leading strategic transformations. As CEO, Matt is focused on...

VC Investments In A Publicly Traded Fund - Meet Dr. Naj – CEO C1 Fund - $CFND

Guest

Dr. Najamul Kidwai, Co-Founder, President, and Chief Executive Officer

C1fund --CFND

Najam Kidwai -

Company

C1 Fund (NYSE: CFND)

www.c1fund.com

Guest Bio

Dr. Kidwai is a seasoned entrepreneur, investor, and operator with a deep passion for innovation and emerging technologies. As a co-founder, he has served as President, CE...

Guest

Andrew Paradise - Founder & CEO – FIRY

Company

FIRY Inc. (NYSE:FIRY)

Website: http://www.firy.com

Andrew's Bio

Andrew Paradise, FIRY’s Chief Executive Officer and Founder, is the inventor of real-money skill-based gaming and founded Skillz in 2012. Under his leadership, Skillz became the first publicly traded mobile esports platform and a global leader in mobile gaming, hosting billions of tournaments and distributing millions of dollars in prizes each month. Paradise holds more than 90 issued patents spanning matchmaking algorithms, fraud dete...

This CEO is Fighting Parkinson’s And Other Neuro-Degenerative Diseases – Meet Gain Therapeutics GANX CEO

Guest:

Gene Mack, CEO, Gain Therapeutics

Guest’s Bio:

Gene Mack serves as Chief Executive Officer and President of Gain Therapeutics. He joined the Company in April 2024 and brings 25 years of experience in the life sciences sector spanning clinical research, financing and capital markets, investing, corporate strategy and business development. Prior to joining Gain, Gene was CFO at privately held Imcyse SA between 2021 and 2023.

Previous to Imc...

Underwater Drones? The Future Of Underwater Robotics.Meet John Gibson, CEO, Nauticus Robotics

Guest

John Gibson, President & CEO Nauticus Robotics, Inc.$KITT

Company

Nauticus Robotics, Inc
Websitehttps://nauticusrobotics.com/
Nasdaq: KITT

Company Bio

Guest

Cory S. Krebs, CFA CooksonPeirce

President and Chief Executive Officer

Company

CooksonPeirce

Website

https://cooksonpeirce.com/

AUM

Over $3B AUM

About Cory

Cory S. Krebs, CFA

President and Chief Executive Officer

As president and chief executive officer for CooksonPeirce, Cory Krebs is tasked with defining corporate strategy and executing the firm’s business plan. Cory is also a member of the firm’s po...

Guest Full Name: Dr. David-Alexandre (“DA”) C. Gros, MD

CEO

DA’s Bio:

Dr. Gros has served as Chief Executive Officer and a member of the Board of Directors of Eledon Pharmaceuticals, Inc. since September 2020. He joined Eledon Pharmaceuticals from Imbria Pharmaceuticals Inc., where he served as Co-Founder, Chief Executive Officer and

Chairman of the Board of Directors.

Prior to Imbria, Dr. Gros was President and Chief Operating Officer of Neurocrine Biosciences, Inc., Chief Business and Principal Financial Officer of Alnylam Pharmaceuticals, Inc., and Ch...

This CEO Is Helping Netflix & Paramount + Stream Videos Faster & Better. Meet Mr. Sharon Carmel, CEO of Beamr $BMR

Guest: Mr. Sharon Carmel, CEO of Beamr $BMR

Guest Bio:

Mr. Carmel is founder and CEO of Beamr. He is a serial entrepreneur with a proven track record in the video and software space. In 1994, Mr. Carmel co-founded Emblaze (LON: BLZ), which developed the first video chips for Samsung Mobile. The company went public in 1996, and in 2000 reached a peak market cap of ~$7 billion. In 2002, Mr. Carmel founded his second start-up, BelnSync...

This CEO Wants To Help Your Nerves Heal Faster. Meet Adam Rogers CEO NervGen – NGEN

Guest

Adam Rogers, MD, Chair, President & Chief Executive Officer at NervGen

Adam’s BIO:

Adam H. Rogers, MD, is the President and Chief Executive Officer of NervGen Pharma and has served as Chairman of the Company’s Board of Directors since July 2025. Dr. Rogers has more than fifteen years of experience advancing novel therapies for diseases with significant unmet medical need.

He is the Principal of Bos...

Bio:

Sean Duffy is the Co-founder and CEO of Omada Health, a between-visit care provider that addresses cardiometabolic conditions like diabetes, hypertension, prediabetes, and obesity, as well as musculoskeletal issues.

He has dedicated his professional life to bridging technology, design, and care delivery to transform care experiences for patients. As a former MD/MBA candidate at Harvard, he also holds a BS in neuroscience from Columbia University.

He has written extensively about digital health and the future of healthcare in The New England Journal of Medicine, The Wall Street Journal, Forbes, and TechCrunch...

This CEO Is Helping Companies Advertise On TV, In A Better Way – Meet Mark Douglas Mountain- MNTN

* Mark Douglas | MNTN President & CEO

* Mountain

* https://mountain.com/

* NYSE: MNTN

Bio: https://mountain.com/about/

About Mark

Mark oversees the direction of MNTN with his 20 years of product development experience gained through repeated success in helping fast-growth companies transition into emerging markets. He started at Oracle. Shortly after, Mark founded a series of...

David Stamler, M.D., Chief Executive Officer AlterityTherapeutics

Alterity Therapeutics (NASDAQ: ATHE & ASX: ATH)

www.alteritytx.com

David Stamler, M.D., Chief Executive Officer

David Stamler, M.D. is Chief Executive Officer and a Managing Director, and previously served as Alterity's Chief Medical Officer and Senior Vice President, Clinical Development. Dr Stamler has extensive drug development expertise spanning early-stage research through late-stage clinical trials, with three FDA drug approvals in neurology.

Prior to joining Alterity, Dr. Stamler served as the Vice President, Cl...

This CEO Is Advancing Neuroscience, Reducing Pain, & Treating Epilepsy – Meet Dave Rosa, CEO, NeuroOne Medical Technologies $NMTC

Guest:

Dave Rosa, CEO, NeuroOne Medical Technologies $NMTC

Dave's Bio

Dave Rosa is an entrepreneur with three decades of experience in the medical device industry spanning a variety of technologies and products. In addition to CEO roles with early-stage medical device companies, Mr. Rosa’s background also includes senior roles with C.R. Bard Inc., Boston Scientific Inc., and St. Jude Medical, where his responsibilities included marketing, product deve...

A Different Kind of Police Tool & A Different Kind of Investment Story. Meet Scot Cohen CEO $WRAP

Guest

Scot Cohen: CEO & Executive Chairman, Wrap Technologies, Inc.

Scot's Bio

Co-founder and largest shareholder of Wrap Technologies, Scot Cohen has led the company's strategy and financing since its 2016 founding. He brings 30+ years in asset management and capital markets, having co-founded Iroquois Capital, a New York hedge fund managing approximately $300M.

Wrap Technologies, Inc.

Website: wrap.com

Ticker: Nasdaq...

This CEO Makes Electric Trucks For UPS, FedEx, & Others – Meet Dakota Semler CEO XOS Trucks -$XOS

Guest Dakota Semler, Chief Executive Officer

Dakota Semler is the Chief Executive Officer of Xos, a Los Angeles-based technology company, fleet services provider, and manufacturer of Class 5 through Class 8 battery-electric vehicles.

Xos’ mission is to decarbonize commercial transportation with the most durable trucking technology available. Dakota has been in the transportation and trucking industry for more than a decade and grew up working on his family’s fleet...

The eBay, Amazon, Paypal, Square, & Stripe Of Latin America – Meet Leandro Cuccioli SVP Of Mercado Libre $MELI

Guest

Leandro Cuccioli -- SVP, Corporate Development, Strategy, Sustainability, and Investor Relations; Mercado Libre

Company

Mercado Libre ($MELI)

Website

http://investor.mercadolibre.com/

Bio

Leandro Cuccioli has been Senior Vice President of Corporate Development, Strategy, Sustainability, and Investor Relations at Mercado Libre since July 2024.

...

This Multi-Family Office Manages ~$1B Mainly in Crypto –

Meet Jake Claver Chairman Digital Ascension Group

Jake Claver, CEO, Digital Ascension Group

Website: www.digitalfamilyoffice.io

AUM = $1 Billion

Jake’s Bio:

Jake Claver is CEO and Principal of Digital Ascension Group, founder of Digital Wealth Partners, a digital-asset-focused RIA, and leader of Syndicately, an SPV platform for sophisticated investors.

A recognized expert in blockchain and Web3 adoption, he advi...

Guest:

Barry Quart, CEO and Director

Company:

Connect Biopharma, NASDAQ:CNTB

Website:

https://www.connectbiopharma.com/

Connect Biopharma Bio:

Connect Biopharma is a clinical-stage biopharmaceutical company dedicated to transforming care for asthma and COPD. Headquartered in San Diego, California, the Company is advancing rademikibart, a next-generation, potentially best-in-class antibody designed to target IL-4Rα. The Company is currently conducting global clinical studies of rademikibart for the treatment of acute exacerbations of asthma and COPD, areas with s...

Your Retirement Sketchbook: This $10B Money Manager Shares Timeless Advice

Guest

Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS

Website:

https://www.bmt.com/

$9.7 B AUM

$83B AUA

Jamie’s Book Your Retirement Sketchbook

https://www.amazon.com/s?k=your+retirement+sketchbook&adgrpid=189089282849&hvadid=779538706971&hvdev=c&hvexpln=0&hvlocphy=9012420&hvnetw=g&hvocijid=9417797168261476935--&hvqmt=e&hvrand=9417797168261476935&hvtargid=kw...

Guest

Joseph Barrato Founder & CEO of Arrow Investment Advisors

Website

https://arrowfunds.com/

Bio

Joseph Barrato is the Founder and CEO of Arrow Investment Advisors, where he has spent nearly two decades developing institutional-style portfolio solutions designed to help financial advisors navigate changing market environments through diversification, tactical allocation, and alternative investments.

With more than 25 years of experience spanning ETF innovation, quantitative modeling, managed futures, and tactical portfolio construction, Joe has been involved in the development of several...

This $2B CEO Built An ETF Powerhouse Based By Using Macro Themes & Smart Beta 2.0

Guest

Frank Holmes CEO & CIO of US Global Investors With Many ETFS ~$2B AUM CEO and Chief Investment Officer of U.S. Global Investors

(GROW, JETS, HIVE, SEAS, and more)

Executive Chairman of HIVE Digital Technologies (NASDAQ: HIVE)

Company Name:

U.S. Global Investors

Company Website: usfunds.com

Frank Holmes Bio

Frank...

This Company Wants To Keep Your Heart Healthy – Meet Todd Usen CEO Adagio Medical – ADGM

Guest

Todd Usen, Chief Executive Officer Adagio Medical

Company:

Adagio Medical

Ticker: ADGM

Website: https://adagiomedical.com/

Bio:

Adagio Medical is a medical device company focused on developing and commercializing products for the treatment of cardiac arrhythmias utilizing its novel, proprietary, catheter-based Ultra-Low Temperature Ablation (ULTA) technology. ULTA is designed to c...

This Money Manager Is Helping Companies Grow & Financing The American Dream.

Guest:

Damien Dwin Founder & CEO Lafayette Square

$1.1B AUM

Company Name:

Lafayette Square

Website:

www.lafayettesquare.com

Damien’s Bio:

Damien Dwin is the Founder and Chief Executive Officer of Lafayette Square®, a private credit firm lending capital to growing middle market companies in working-class places. Previously, Damien served as Co-Founder and Co-CE...

This CEO Built A $860M Money Management Firm & Is Big On Servant Leadership.

Guest

Max Kulyk CEO and Founder Chicory Wealth with ~$860M in AUM

Company

Chicory Wealth

Website

https://chicorywealth.com/

Max Bio

My main interest is in people – getting to know them, listening to them, and helping them balance their finances with the rest of their lives in a way that has meaning to them. I started in the financial in...

This $2.4B Money Management Firm Shares Timeless Advice

Chris Ballard, Managing Director at Check CapitalManagement.

Website

https://checkcapital.com/

AUM - 2.4 Billion

Company Bio

Check Capital Management is an award-winning investment and asset management firm based in Costa Mesa, California, serving clients throughout the United States. Founded in 1987, the firm specializes in long-term, value-oriented portfolio management, with a focus on acquiring shares of high-quality businesses at attractive prices and helping clients protect and grow their we...

Guest

Sarah DerGarabedian, Director of Investment Strategy, Principal at Modera Wealth

Company:

Modera Wealth

Website:

www.moderawealth.com

AUM ~$18B

Sarah’s Bio:

Sarah specializes in investment strategy at Modera, where she oversees the firm’s research team and investment initiatives. She thrives on solving operational challenges and helps bring clarity to complex financial concepts for the firm’s clients.

She is particularly passionate about the behavioral side of invest...

This $12B Money Manager Helps Investors Put Alternative Investments In Their Retirement Accounts.

Guest:

Henry Yoshida CFP Co-Founder & CEO of Rocket Dollar

Company: Rocket Dollar (parent company retired.com)

Assets Under Custody ~ $12B

Website: https://rocketdollar.com/

Henry's Bio:

Henry is CEO and Co-founder of Rocket Dollar, a web platform that lets people invest tax advantaged retirement monies into private alternative investments. Henry was founder of venture capital backed roboadvisor retirement plan platform Honest Dollar[acquired by Goldman Sachs in 2016], was the...

This Investment Bank Takes Frontier Companies Public and Helps Them Grow

Guest

Daniel G. Cohen, Executive Chairman Cohen & Company $COHN

Company

Cohen & Company, https://cohenandcompany.com/, COHN

Daniel’s Bio

Daniel G. Cohen is a financier, entrepreneur, and investor with more than two decades of experience building and leading institutions across investment banking, capital markets, asset management, and financial technology. He is the founder of Cohen & Company, the co-founder of The Bancorp, and the founder of Cohen Circle.

This $600 Million Money Manager Built A Firm By Doing The Right Thing For His Clients.

Guest’s Name:

Monish Verma

* Title: Founding Partner, CEO

* Company Website: www.vardhanwealth.com

* AUM: ~$630M

Bio:

Monish Verma is the Founding Partner and CEO of Vardhan Wealth Management, a firm dedicated to helping individuals and multigenerational families achieve their financial goals with confidence. With over 25 years of experience in wealth management, Monish combines his deep expertise in financial planning with a...

Guest

Pete Anevski, CEO, Progyny PGNY

Company:

Progyny

Website

progyny.com

Ticker: $PGNY

Pete’s Bio

Pete Anevski is the Chief Executive Officer at Progyny, where he leads the company’s strategic vision and growth as it transforms the family building and women’s health benefits industry. With decades of experience building and scaling operations at leading healthcare and technology companies, Pete is driving Progyny’s aim to deliver equitable, high-quality care for...

Guest

Scott Stevens, Founder and CEO

Grays Peak Capital + Black Peak Group With Approximately $1B Of Transactions Year.

Veteran portfolio manager who successfully led multi-billion-dollar portfolios at top funds including Coatue Capital, SAC Capital, and JAT Capital.

Scott Stevens is the Founder and CEO of Grays Peak Capital, a New York-based global investment firm that has deployed +$300 million of private credit loans over the last 12 months using next gen data science and AI in its loan screening and investment process. He is also the Founder...

This Biotech CEO is Working on Making The Impossible Possible & Helping Us Fight Bad Bacteria.

Meet Dr. Deborah Birx (Armata Pharmaceuticals -ARMP)

Guest

CEO Full Name:

Dr. Deborah Birx CEO, Armata Pharmaceuticals

Company Name:

Armata Pharmaceuticals, Inc.

Website:

http://www.armatapharma.com/

Ticker:

$ARMP (NYSE American)

Dr. Deborah Birx Bio:

Deborah L. Birx, M.D., was appointed Chief Executive Officer...

This Biotech CEO Created The RedTail Platform To Fight Cancer.

Guest:

Eric Poma

CEO of Calidi Bio CLDI

Company Name:

Calidi Biotherapeutics

Website: https://www.calidibio.com/

Ticker: NYSE: CLDI

Eric's Bio:

Eric Poma, Ph.D. has served as Chief Executive Officer and board director of Calidi since April 2025 and brings more than 30 years of experience in the biopharmaceutical industry, with a strong record of capital fundraising, big pharma collaboration agreements, and clinical program development.<...

This CEO Is Revolutionizing Aviation Fuel With Waste & Other Cutting Edge Methods

Guest

Chris Cooper, Chief Executive Officer XCF Global $SAFX

Company

XCF.Global

About XCF Global

XCF Global is one of the only publicly traded U.S. companies focused primarily on sustainable aviation fuel (SAF), which can reduce greenhouse gas emissions by up to 80% compared to traditional jet fuel while remaining fully compatible with existing aircraft engines. We produce scalable, waste based SAF that is sourced entirely...

This CEO Is Disrupting The Insurance Industry With Tech & AI.

“Never confuse effort for success”

Guest

Tim Johnson (Founder & CEO)

Company

Health In Tech, Inc. (Nasdaq: HIT)

Website

https://healthintech.com/

Tim’s Bio

Tim Johnson is the founder and CEO of Health In Tech. He has spent his entire career in the insurance industry, beginning on the property and casualty side at a small regional insure...

Guest

James (Jim) Reuter, President and Chief Executive Officer First interstate Bank FIBK

Company Name

First Interstate BancSystem, Inc.

Website

http://www.fibk.com

Ticker

$FIBK

Company Bio

https://fibk.com/overview/default.aspx

Jim’s Bio

James A. Reuter has been President and Chief Executive Officer of the Company and First Interstate Bank as well as a member of the Bo...

This CEO Is Creating Solar Battery Backups For Your Home -Meet Ardes Johnson CEO NeoVolta NEOV

Guest

Ardes Johnson CEO NeoVolta $NEOV

About NeoVolta -

Solar Battery Backup for Home | NeoVolta Solar Energy Storage

NeoVolta Inc. (NASDAQ: NEOV) is a U.S.-based energy technology company delivering scalable energy storage solutions for resilient residential and commercial power infrastructure. Founded in 2018, NeoVolta designs, develops, and manufactures advanced battery systems that enable efficient energy management, grid independence, and reliable backup power. Its...