Smart Money Circle

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

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 steadfast commitment to integrity and client-first service. His personalized approach to financial strategies focuses on uncovering opportunities and addressing challenges guiding clients toward their unique financial goals while navigating both stable and volatile market environments. Before founding Vardhan Wealth Management, Monish served as Senior Vice President and Senior Portfolio Manager at UBS Financial Services Inc., where he led the Verma Wealth Management Group. He also held roles at Smith Barney and Morgan Stanley, developing extensive experience across a range of financial services. Monish earned his Bachelor of Science in Communication Pre-Law, with a minor in Business, from Michigan State University. He is a Chartered Retirement Plans SpecialistSM. Monish is actively engaged in the community as a past president and current member of the INDO American Chamber of Commerce, as well as a charter member of Indus Entrepreneurs, Michigan Chapter. When not working, Monish enjoys spending time with his wife, Roshnee, their three sons, and his parents. He loves playing tennis, supporting Michigan State sports, and recently returned to playing golf.

This CEO IS Transforming Women’s Health & Family Building Solutions. Pete Anevski, CEO, Progyny PGNY

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 women and families. Under Pete’s leadership, Progyny has expanded its footprint to support millions of lives across the U.S. and globally, while introducing new solutions that address care gaps across fertility, maternal health, parenting, menopause, and midlife. He is a passionate advocate for redefining the standard of care, building an integrated, data-driven model that improves outcomes, enhances the member experience, and lowers costs for employers. Prior to becoming CEO, Pete served as Progyny’s President and Chief Financial Officer. Before joining Progyny, he was Chief Financial Officer at WebMD, where he helped scale the organization and expand access to health information for millions of consumers. A recognized industry leader, Pete was named to the TIME100 Health list for protecting access to IVF, Ernst & Young’s Entrepreneur of the Year, Crain’s New York Notable Leader in Healthcare, and a Champion for Women's Health by The World Economic Forum. A frequent speaker on the future of women’s health and family building benefits and continues to work closely with top employers, consultants, and policymakers to champion access and innovation. Company Bio Progyny (Nasdaq: PGNY) is a global leader in women's health and family building solutions, trusted by the nation's leading employers, health plans and benefit purchasers. We envision a world where everyone can realize their dreams of family and ideal health. Our outcomes prove that comprehensive, inclusive and intentionally designed solutions simultaneously benefit employers, patients, and physicians. Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs. Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare’s Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, INC. 5000, INC. Power Partners and Crain’s Fast 50 for NYC. For more information, visit www.progyny.com.

This Money Manager Will Do ~$1B Of Transactions This Year and Shares How You Create Defensible Alpha

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 and CEO of Black Peak, the specialized National Security arm of the business that invests in Defense Technology, Military & Government Contracting. Grays Peak has completed over 60 venture investments into 8 unicorns and 15 exits with a specialty in technology, software and FinTech. The private equity portfolio consists of a broad range of companies with a specialty in mid-market companies with a long history of profitability. Scott has 25+ years of global investment experience across venture capital, private equity, private credit, real estate and M&A. Prior to founding Grays Peak in 2014 and Black Peak in 2024, he held key positions at some of the leading asset managers and hedge funds. He began his career at Coatue Capital, a technology-focused fund founded by Tiger Cub Philippe Laffont, where he was one of the early investment professionals. Scott went on to hold senior investment roles at Ivory Capital, Strata Capital (Head of Research), and SAC Capital Advisors (now Point72), where he managed a $250 million TMT portfolio, before ultimately serving as a Managing Director at JAT Capital, overseeing a $1 billion long/short equity portfolio in the technology, media, and telecom (TMT) sectors. Before joining the buy-side, Scott worked at Merrill Lynch & Co. in the Mergers & Acquisitions Group, completing more than $20 billion in transactions across aerospace/defense, media, healthcare, and energy, and also served as an Analyst for the Taurus Fund, a private equity fund focused on early- to mid-stage telecommunications investments. He earned a B.A. in Economics from the University of Michigan. About Grays Peak Capital + Black Peak Grays Peak Capital is a global investment firm that has invested $300 million in the past year alone in companies focused on the public market, private equity, real estate, and credit. With a strategic emphasis on data science and analytics, the firm deploys capital into companies that are shaping the future of their industries. The Grays Peak portfolio includes multinational brands that have created value by disrupting industries and embracing technology led innovation. Black Peak is a specialized platform that focuses on National Security, DefenseTech and Government Contracting. For more information, please visit https://grayspeakcapital.com and https://blackpeakgrp.com/.

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

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 on July 10, 2023. Prior to joining Armata, Dr. Birx served as a member of Innoviva's Board of Directors from March 2021 until July 2023.Dr. Birx is a world-renowned medical expert and leader who most recently served as the response coordinator of the White House Coronavirus Task Force. Previously, she served as Ambassador-at-Large, when she assumed the role of the Coordinator of the United States Government Activities to Combat HIV/AIDS and U.S. Special Representative for Global Health Diplomacy. Dr. Birx also served as the U.S. Global AIDS Coordinator where she oversaw the President's Emergency Plan for AIDS Relief (PEPFAR) at the CDC and as the Director of the U.S. Military HIV Research Program (USMHRP) at the Walter Reed Army Institute of Research. From 1980 until 2008, Dr. Birx served in the United States Army, retiring with the rank of colonel. Dr. Birx has published over 230 manuscripts in peer-reviewed journals, authored nearly a dozen chapters in scientific publications, as well as developed and patented vaccines. She received her medical degree from the Hershey School of Medicine, Pennsylvania State University, and beginning in 1980, she trained in internal medicine and basic and clinical immunology at the Walter Reed Army Medical Center and the National Institutes of Health. Dr. Birx is board certified in internal medicine, allergy and immunology, and diagnostic and clinical laboratory immunology. Company Bio: Armata is a late clinical-stage biotechnology company focused on the development of high-purity pathogen-specific bacteriophage therapeutics for the treatment of antibiotic-resistant and difficult-to-treat bacterial infections using its proprietary bacteriophage-based technology. Armata is developing and advancing a broad pipeline of natural and synthetic phage candidates, including clinical candidates for Pseudomonas aeruginosa, Staphylococcus aureus, and other important pathogens. Armata is committed to advancing phage therapy with drug development expertise that spans bench to clinic including in-house phage-specific current Good Manufacturing Practices manufacturing to support full commercialization

This Biotech CEO Created The RedTail Platform To Fight Cancer. Meet Eric Poma CEO of Calidi Bio $CLDI

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. Prior to joining Calidi, Dr. Poma served as CEO of Molecular Templates (NASDAQ: MTEM), a clinical-stage biotech focused on the development of a novel class of therapeutic agents with unique biology in oncology. At Molecular Templates he raised over $250 million in equity financing and secured over $150 million in strategic capital through agreements with Takeda, Vertex and BMS. He previously served as Vice President, Business Development of Innovive Pharmaceuticals. Prior to that he held various senior level positions at Imclone Systems, Inc., primarily in business development. Earlier, Dr. Poma served as a Healthcare & Biotechnology Analyst with the healthcare fund Eagle Growth Investors, LLC. Dr. Poma received a Ph.D. in Microbiology and Immunology from the University of North Carolina at Chapel Hill, an M.B.A. from the Leonard N. Stern School of Business and a Bachelor of Science in Biology from the University of North Carolina at Chapel Hill. Company Bio: Calidi Biotherapeutics is a biotechnology company pioneering the development of targeted genetic medicines for cancer and other diseases through its RedTail platform. The company's lead compound, CLD-401, is a systemically delivered oncolytic virus that expresses high levels of IL-15 superagonist only in the tumor microenvironment. The company expects to file an IND to initiate clinical studies for CLD-401 by the end of 2026. The company continues to advance what the RedTail platform can achieve and will be presenting additional data throughout the year.