The Insider's Guide To Finance

Finding a partner for your business should be as well-thought-out as finding a partner to marry!In today's episode of the Insider's Guide to Finance, we sit down with Jeremy B. Hill, the founder of JB Capital, to discuss his insights on private equity. Jeremy shares his journey in building relationships, emphasizes the importance of grit, humility, and delegation for leaders, and dives deep into the potential risks and rewards of private equity.Tune in to hear Jeremy's valuable insights on navigating the world of private equity and leadership!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

What if everyday investors could tap into hedge fund-level strategies without the hefty price tag? In this episode, we sit down with Bob Elliott, co-founder, CEO, and CIO of Unlimited Funds, who is reshaping the world of alternative investments. With a career that kicked off at the renowned Bridgewater Associates, where he worked alongside legendary investor Ray Dalio, Bob is now on a mission to bring sophisticated, low-cost investment strategies to the masses.How does he do it? By harnessing the power of machine learning to challenge the traditional two-and-twenty fee structure. Bob dives deep into "the wisdom of the crowd," the critical role of fee reduction, and how to strike the perfect balance between market humility and bold moves in the venture world.Along the way, Bob shares the entrepreneurial lessons he's learned in building Unlimited and gives us a glimpse into the future of hedge fund replication products.Show notes of this episode here: https://bit.ly/4dzxnCJCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Would you like to know what it takes to consistently succeed in the competitive world of tech investing? In this episode, we sit down with Randy Garg, Founder and Managing Partner at Vistara Growth, a firm that boasts an unparalleled track record in this field. With over 30 years of experience, Randy has a firm grasp on the art of growth investing, focusing on mid to later-stage technology companies. Under his leadership, Vistara growth has raised more than $500 million across five funds, boasting more than 40 investments and 20 successful exits - all without a single loss. Randy shares the strategies that set Vistara apart, including their innovative approach of blending growth debt and equity to create tailored investment structures. We discuss the challenges that come with growth investing, and Randy's personal philosophies on risk and opportunity that have driven his successful career. Tune in to discover how Randy Garg and his team are redefining the standards of success. Show notes of this episode here: https://bit.ly/3MWAfi0Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

How does an experienced fund manager evaluate a company before investing in it? In this episode we welcome back Bruce Campbell, President and Portfolio Manager at StoneCastle Investment Management, to share his seasoned insights on how he navigates the investment arena as a fund manager.Investing can be compared to a high-stakes sports game - packed with emotion, strategy, and unexpected twists. Bruce takes us inside his investment philosophy, revealing how he identifies and capitalizes on undiscovered growth companies.Together we dive into the role of Investor Relations and how effective communication can make or break an investment strategy. Bruce shares his motivations to start StoneCastle, the challenges of launching a fund, and advice for investors looking to make smarter decisions.This episode explores all the highs and lows of the investment landscape and how companies and investors can leverage this knowledge, so make sure to tune in!Show notes of this episode here: https://bit.ly/3ZcGNjXCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Investment products are more than just tools for growing wealth - they're strategic assets that can define a company's market position. That's why in today's competitive financial landscape, having an effective go-to-market strategy is crucial for companies to succeed and drive growth. In this episode, we are joined by Kimberly Ann Flynn, an Investment Manager and product design consultant with extensive experience in alternative product structures. As president of XA Investments, the registered funds division of XMS Capital Partners, Kim oversees all product and business development activities, bringing a unique perspective on what it takes to succeed in the investment world. This episode offers a deep dive into how investment products are launched, marketed and sold - you don't want to miss this opportunity to learn from one of the best in the business!Show notes of this episode here.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Are you overlooking the role analysts play in your company's success? Many financial professionals do, missing out on opportunities to strengthen these valuable relationships. Today, with the help of Jason Gold, Founder and CEO of Resurge, we are finding ways to improve relationships with sell-side analysts and researchers with a closer look at a company's banking relationships as well.Jason's shares insights from his extensive experience, including his time spent at Morgan Stanley, which has influenced his approach to investor relations today. Together, we discover how public companies can strengthen relationships with sell-side analysts and improve banking partnerships to ensure their true value is accurately reflected.Show notes of this episode: https://rb.gy/sd51siCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

What's the value that small-cap investments can offer to an investor's portfolio? In this episode, we sit down with Matias Grum, Senior Portfolio Manager and Investment Advisor at Raymond James Ltd., to explore the potential of high-growth small-cap companies for portfolio managers and their clients. Matias brings a wealth of experience in financial planning and investment management, leading a team dedicated to providing comprehensive and personalized wealth strategies to a diverse clientele. We delve into his approach to incorporating small-cap companies into a diversified portfolio, offering insights into optimal buy and sell timings, and the benefits of early-stage investments. Discover Matias's strategies for portfolio construction, his expertise in navigating the current dynamic investment landscape, the latest trends in wealth management and the key to effective investor relations for public companies when communicating their message. Show notes of this episode: https://bit.ly/3TaZqjrCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

You can't achieve entrepreneurial success without the courage to make bold decisions and the resilience to embrace the unknown. In this latest episode, Cory sits down with Zahir Rajani, the CEO and Co-Founder of Rajani Bespoke. With a track record of managing operations that generated over $200,000,000 in annual revenue, Zahir is renowned for his contract negotiation and systems implementation. However in 2023, Zahir made the unexpected decision to leave his life as a high performing real estate executive, to start a bespoke clothing brand. The success of which speaks to his exceptional leadership and business acumen. Tune in to discover how Zahir navigated his high-stakes shift from real estate to fashion, his approach to risk taking and strategies for tough negotiations. We delve into what ignited his passion for high fashion, explore the nuances of bespoke tailoring and touch on the potential implications of AI in the industry. Don't miss our captivating discussion on leadership and how to look good doing it. Show notes of this episode: https://bit.ly/3wEso4iCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Would you like to learn how a web developer became an insider in the capital markets? In this episode of The Insiders Guide to Finance, we have the pleasure of speaking with Tommy Humphreys, a true capital markets outsider turned insider. Tommy's journey from a web design background to a prominent figure in the Canadian capital markets is inspiring. By fusing these two worlds together, Tommy founded CEO.ca, a leading stock market information service;  which, after a decade of growth culminated in a successful $17 million exit in 2022. Beyond his entrepreneurial success, Tommy was an early investor in several successful public ventures, including Hive Blockchain, Lithium X Energy, Fiore Gold, and more. In our discussion, Tommy sheds light on crucial lessons learned about business, investing, and taking care of your mental health. We discuss Tommy's encounters with noteworthy figures in the industry, how he found his place in the media landscape in the early 2010s, and the challenges and rewards that come with acquiring wealth. Additionally, we learn about the origins of The Big Score newsletter and its significance in Tommy's ongoing narrative. To hear all of Tommy's insights on investment, capital markets, and entrepreneurship, be sure to tune in!Show notes of this episode: https://www.creativereturn.ca/post/tommy-humphreysCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanyStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3ANacUrSign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

In today's competitive business landscape, Investor relations plays an increasingly pivotal role in the operations of any strategic investment firm. But with the emergence of new technologies such as AI, how do you stay relevant and indispensable to your clients? Today's podcast guest is here to explain how sometimes going back to basics could prove more powerful than you realize. Join us as we sit down with Nick Kuzyk, Founding Principal and Owner of Meadowbank Strategic Partners, a company that identified a gap in the market, and expertly filled it with a commitment to exceptional service and integrity. In our conversation, Nick walks us through the ethos behind Meadowbank's success, shedding light on how his team enhances investor communications to create lasting value for clients. We discuss how AI and new technology has reshaped the industry, and the importance of cultivating honest relationships with research analysts. Nick also shares his toolbox of success, where learning from mistakes is celebrated as a key driver for continuous improvement in the competitive world of strategic investments.Tune in for an in-depth discussion on the importance of integrity and building genuine connections in an increasingly digital and disconnected landscape.Show notes of this episode: https://bit.ly/3Tlh59oCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Shawn Freeman is not your average entrepreneur; he is a man with a heartfelt mission to improve lives through technology, community engagement and mentorship. His distinctive background in tech, coupled with a genuine passion for service, has paved the way for a unique career marked by innovation, leadership and advocacy.Our discussion explores the story of Shawn's transition from a tech background to venturing into an entirely different industry, leading to the eventual sale of his business, TWT Group in 2020. Along the way, we delve into the top three skills essential for any entrepreneur, the value of hiring the right people, and his current role as a Digital Transformation Coach. What sets this episode apart is Shawn's emphasis on the importance of making meaningful, personal connections, and how value alignment in today's business landscape makes for effective leadership. Gain insights into effective selling strategies, why every business should take digital transformation seriously, and the impact of AI on operations. This episode offers valuable insights into investor relations and marketing strategies you don't want to miss. Tune in now!Show notes of this episode: https://bit.ly/3IsmMMLCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

As consumers, we don't think enough about water. It's a resource we often take for granted, especially in North America where access to fresh water is incorporated into all facets of our daily lives. So when businesses or cities start facing water shortages or a lack of infrastructure - what are you supposed to do? Riggs Eckelberry, CEO of OriginClear joins us for this week's episode to discuss the many lucrative opportunities within the water industry, and how OriginClear is taking the plunge. Riggs shares his journey to leadership and what he has learned along the way, including the importance of strategic delegation. Gain exclusive insights into global water markets, investment prospects, and OriginClear's pivotal role in supporting the industry. Join us for a deep dive into culture, the value of celebrating success, leadership strategies and the financial currents shaping the future. And finally, we explore the impact of content creation and marketing, and why it's important to personalize the customer experience. As a final closing, Riggs shares a word of wisdom with listeners, reminding us that opportunity often arises from chaos. Thank you for tuning in!Show notes of this episode: https://bit.ly/3UdkybgCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

In this episode, we chat with Inventa Capital's Co-Founder and Partner, Craig Parry, a luminary in the mining and resource industry. With a prolific career spanning across companies such as Vizsla Resources, IsoEnergy Ltd. and NexGen Energy Ltd., Craig unveils his strategic insights on value creation, investment decisions, and the art of learning from industry leaders. Join us for an exploration of Craig's journey to success, including fascinating anecdotes such as his dinner with Vladimir Putin in Russia and buying his first McLaren. We learn about the risks he took for exploration and discovery, how to best navigate the capital markets as a geologist, and put a spotlight on the important role of mentorship. Craig shares his “straw hat in winter” approach to anticipating market movements and reveals key predictions for the mining industry's future with advice on how best to prepare and respond. Join us for an enlightening discussion on success, market dynamics, and the future of mining.Show notes of this episode: https://bit.ly/49eQKz3Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

There's a lot to be learned from working at a global industry-leading firm. These lessons are especially useful when you decide to take on a new challenge, and switch to a smaller, more selective company. This is the experience of today's guest, Evan Curtis, who shares his decade-long journey from PIMCO, a major real estate firm, to leading multifamily investments as Executive Director at Vanamor.Join us as we learn what it takes to transition from a large corporation to a nimble organization, and the essential lessons learned from an institutional background. We explore the strategic advantage of Vanamor's size, and how they're using relationship building, middle-market opportunities, and leveraging technology for a competitive edge.Our conversation navigates key topics including present-day market concerns, investor psychology, and unique opportunities in the current economic landscape.Tune in to learn about Evan's journey and his understanding of real estate dynamics, finance strategies and navigating professional transitions.Show notes of this episode: https://bit.ly/47G8LVMCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Whether you have an existing Investor Relations strategy in place or you're just starting to devise one, this episode is for you! Today I am joined by Tom McMillan, the Founder and Principal of Market Climber - an award winning strategic communications, investor relations, and capital markets advisory agency. Over the last two decades, Tom has partnered with some of North America's most successful companies to address their capital market challenges, maximize valuations, strengthen their brand, and improve employee retention. Over the next hour, Tom shares his expertise on constructing a robust investor relations program and what aspects are crucial for shaping a positive corporate image among investors. We also gain valuable insights into the art of designing effective investment decks and producing investor-grade materials. Tom emphasizes the necessity of utilizing an investor relationship management system and explores the nuanced dynamics between the buy and sell sides of the market. Discover how social media can efficiently present relevant material to potential investors, and gain insights into some valuable investor relations tips. Tune in for all this and more!Show notes of this episode: https://bit.ly/3O6idLlCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Have you ever felt that legal processes are stuck in the past? How pricing for legal counsel can feel like more of a problem than a solution? This week, we are proud to feature the Founder and CEO of Good Lawyer, Brett Colvin to discuss his revolutionary approach to the legal system. Tuning in, you'll hear about the underlying reasons behind lawyer dissatisfaction, and Good Lawyers' approach to prioritizing both efficiency and lawyer well-being.Together, we delve into how AI is not just a buzzword, but a catalyst for unlocking productivity. Brett shares his views on strategic PR, and forward thinking marketing strategies to redefine legal services in Canada. Finally, our guest tells us what content inspires him and reminds us about the power of culture and incentives. For anyone looking to learn more about the legal side of business, this is a must-listen episode. Show notes of this episode: https://bit.ly/41L32MUCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Tax season can be a stressful time for anyone, especially if you're an entrepreneur or small to medium sized business owner. Many Canadians are confused by the complex tax system we have in place, and this lack of understanding could pose challenges to the growth and success of your business. Don't worry though - you're not alone. This week's episode features Faisel Syed, Founding Partner of Square Law Group, a boutique law firm specializing in tax planning, defense and litigation for corporate & commercial law, family law, and real estate in Calgary, Alberta in Canada.Faisel is a lawyer and CPA with a long history specializing in tax planning and dispute resolution. In this episode, he shares some insider tips to help you understand tax law and avoid legal run-ins should your business be audited. We also discuss the importance of being in control of your own accounting destiny, and how to navigate between incorporating versus being a sole proprietorship. What sets this episode apart is Faisel's ethical and compassionate approach to tax advice, influenced by a poignant story from his time at the Canada Revenue Agency. Join us for an engaging discussion that transcends conventional tax guidance, offering practical strategies tailored to Canadian business owners, CEOs, and entrepreneurs. Show notes of this episode: https://bit.ly/48nWWV7Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

They're called precious metals for a reason - they are rare, high in economic value and provide investors with a means of storing wealth. Today's guest is Cam Currie, senior investment advisor at Canaccord Genuity Wealth Management, and leader of Currie Metals & Mining Group. Cam joins us today to share his experience investing in gold and why everyone should consider it a portfolio staple but only a few understand when the time is right to start looking at equities. Is now the time?In North America, gold, silver and other precious metals are often overlooked in favour of flashier sectors such as cryptocurrencies or tech unicorns.If you are an investor yourself, this episode will provide you with a unique perspective of how to evaluate the mining industry. As a CEO or IR professional of a mining company it will provide you with unique guidance on the type of narrative that a professional investor needs to hear to consider investing in your company.Full show notes: https://bit.ly/3QZMT2GCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Selling your business is often an emotional and strenuous process, but it doesn't always have to be. In today's episode, special guest and expert closer, Jacob Koenig shows us how to navigate the complexities of selling a business and key considerations for business owners preparing for acquisition.Jacob is a managing director and partner at Woodbridge International, a company that has specialized in helping clients sell their businesses for the past 30 years. His role and focus at the company is managing the sale process from bid through closing, acting as a trusted advisor for Woodbridge clients.He joins us today to share valuable insights on selling a business and the process of bringing a sale to close. We discuss why involving your management team early on adds value, how they build a market of potential buyers and why a competitive auction process sets them apart.Join us for an exciting discussion as Jacob sheds light on the many elements integral to the sale of businesses, and international working culture.Show notes of this episode can be found here: https://bit.ly/49BkMhtCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Have you taken a serious look at how royalties can be an effective vehicle to finance mining projects? If you'd like to learn how a successful gold royalty company is built and how it can support the mining industry, investors and management teams, this episode is for you!Sandstorm Gold Royalties holds a portfolio of 250 royalties on mines worldwide. David Awram, Geologist and Senior Executive Vice President, is at the helm of their leadership. In this episode, he shares his experience of learning essential aspects of the industry from inspiring leaders, and his efforts to popularize the use of royalties as a financing mechanism. Shortly after announcing the public funding at Sandstorm, the gold price plummeted, and David gives listeners a look at how the company managed this challenge. We explore business development at Sandstorm and hear how David's approach differs from other names in the industry. We discuss the need for speculative capital, inspiration from David Law's work, and much more before David offers some hard-earned advice for those looking to enter the investment industry, and CEOs aiming to finance their projects.Access the show notes of this episode: https://bit.ly/3MfogMHCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

How is a company evaluated by a professional investor? What are the first factors the consider before diving into the details? If you're curious, this episode is for you!The resources sector is cyclical by nature. As a result, commodity prices can be volatile, with fluctuating levels of demand occurring at various stages of excess or restricted supply. As you'll learn from today's guest, however, there are some attractive valuations to be found! Gabriel Alonso-Mendoza is the Co-founder and Managing Partner of Amvest Capital, a New York-based specialist investment management and corporate finance firm focused solely on the natural resources sector. Gabriel takes a concentrated approach when evaluating new clients or portfolio companies, and during the course of his career, he has raised and invested more than $1 billion in the agriculture, oil and gas, and mining and metals industries. In this episode, we take a look at what goes into Amvest's focused approach to evaluating investment opportunities across the natural resources sector. Tuning in, you'll also receive some practical advice for achieving liquidity in a fluctuating market and building trust, long-term relationships, and open communication with your investor base, particularly in an increasingly virtual world. You won't want to miss this insightful conversation with Gabriel Alonso-Mendoza, an experienced leader in the natural resources sector!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

Choose your side – debt or equity financing and get ready for battle! Aspiring entrepreneurs and business owners looking to scale operations, this episode is for you.On this special episode of the Insider's Guide to Finance, we dive deep into the heart of one of the most contentious topics in the business world.Tom Klausen, President of True Viking Finance, and Scott Sinclair, President of Sinclair Range are back on the show to discuss the nuances of debt and equity.Debt and equity are two common methods of financing a business. Each option has advantages and disadvantages, and the choice between them depends on various factors.Tom and Scott debate the value of equity, the risk associated with debt, and the reasons most businesses fail. We discuss the evaluation game, and using debt to grow an insolvent business.The episode unpacks leveraging debt and equity together, why equity is a last resort for pre-revenue businesses and the cost of capital. You'll also learn about issues about equity and much more.We hope you learn something valuable from this debate – from both sides! Enjoy the show. Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

When you think of the American dream, do you think of the white picket fence? A swanky downtown job? In today's evolving world, the American dream has shifted, especially when it come to building businesses and investing. We unpack the changes in today's episode. Todd Piggott is a remarkable self-made investor and financier. He's here to share insights into building his company from the ground up.Todd is the Principal and Managing Member of ZINC. The ZINC brand involves 4 separate entities involved in the private equity lending and investment space.ZINC has originated 1 billion + in private money loans. They assist all sorts of clients from real estate investors to outside sources looking to invest capital.He has a keen eye for risk assessment and identifying market opportunities. He's no stranger to the entrepreneurial journey. His college business grew into a multimillion-dollar cleaning company.We learn the pivotal event that led him to sell his cleaning company and follow his true passion for construction. This led to the genesis (and growth) of ZINC.Todd unravels the challenges of managing people in today's ever-changing society. He believes transparency and honesty are the cornerstones of successful business dealings. He also gets into the evolving trends in demographics and housing preferences.We discover Todd's focus for the ZINC Income Fund and get an inside look at ZINC's fund structure. This episode is packed with insights for financiers and entrepreneurs, we hope you enjoy it! Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

Are you a business owner at a stage where you need to either raise capital or sell your business but don't know how to evaluate options? You need to listen to this episode!Today's guest, Arthur Petropoulos is here to help. His career began on Wall Street at an investment banking firm. Today, Arthur is the founder and managing partner at Hill View Partners.Hillview Partners focuses exclusively on the sell side and is there for clients through every phase of a deal. Executives turn to Hill View Partners to secure capital or exit or sell businesses.His company specializes in assisting privately-held companies. He takes clients through a complex process. These processes can be challenging to navigate without a solid understanding of the ecosystem.In this episode, Arthur talks about the concept of many expansions and explains how the “ladder of institutional capital works”.The conversation then delves into the biggest pain points experienced in the M&A space. We learn why Hill View Partners' approach is to get deals out into the open as soon as possible. Arthur closes by offering advice on managing expectations and key components of a deal.We hope you enjoy this insightful episode!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

What would it take to pitch investors the idea of high-quality wine investing and not only be successful at raising capital, but also turn it into a profitable project for all involved?Anthony Zhang is the Co-founder and CEO of Vinovest and he joins us today to share his method for financing this and past companies. He shares why Vinovest is an incredible investment opportunity as it democratizes fine wine investing and provides clients access to a once-exclusive market.Their unique blend of wine and technology expertise empowers everyday investors. Vinovest has access to prestigious wines from esteemed regions such as Burgundy and Bordeaux.Investors can maximize their profits while indulging in their investments.Anthony has a proven track record of founding and leading marketing teams at venture-backed companies. His passion lies in team building, growth, and fostering a culture of data-centric decision-making.You'll hear about Anthony's remarkable journey to success. He opens up about the emotional toll of building and financing startups. We discuss his entrepreneurial path, fine spirits, and the business model at Vinovest. Anthony also details the intricate processes of starting a business.This episode comes with valuable lessons, unique strategies, and expert insights on a positive mindset. We also touch on design, leadership, and fundraising.We know you'll find this episode to be inspiring. Thanks for listening.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWSubscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

Without good leaders at the helm of a company, how can your team succeed? Mistakes can often lead to personal growth if you can identify the opportunity!That's where today's guest, Peggy Klaus steps in. Peggy is an author, executive coach, and speaker. Her professional background spans the fields of law, theatre, healthcare, and finance.She coaches leaders on how to be compelling and captivating in their public speaking. Her background in theatre is a guiding tool!In our discussion, Peggy explains the importance of building executive presence. Our conversation then explores the prevalence of imposter syndrome, the boardroom framework for compelling storytelling, and best practices for public speaking.You'll also hear about the actions she took to grow her business. She also walks us through some of her most memorable growth events.Peggy highlights the value of social media and the magic of stage fright. She ends by offering advice on the necessity of establishing your values and life's purpose!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

As the world shifts to a digital landscape, the stress of spending thousands on flights, lodging, and wining and dining with your investors is gone. In fact, you don't even need to leave your couch to reach them. Connecting with investors has never been easier thanks to technology.Joining us today is IR practitioner and Principal of Momentum IR Corps., Nisha Hasan.Nisha has over 15 years of experience specializing in investor communications and shareholder engagement.Information from countless companies is always in front of investors. How do you stand out and manage those relationships?In this episode, we uncover why IR is so important and how the role of IROs is changing in the context of digital evolution.We discuss how digitization is changing the way companies communicate with retail and institutional investors. Communication further bridges the gap between public companies and investors.Nisha recommends useful IR tools and shares advice for communicating with investors. She also shares her advice for maintaining relationships in a competitive field.This episode brings great insight to the influence of IR teams in building, shaping, and moving a corporation forward!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanySign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

Do you see people yawning when presenting your investor pitch in a boardroom? It's likely not the heavy lunch, you need to learn how to tell a good story.In this episode, we're speaking with Alyssa Barry, co-founder of irlabs. Alyssa is an experienced capital markets and communications professional. She specializes in corporate communications, investor relations strategy, and shareholder engagement.Throughout her career, Alyssa has raised over $1 billion of capital as well as led some of Canada's most successful activism campaigns. She explains her predictions for why there will be more activism in a post-pandemic world. Alyssa unveils the process she follows to be effective when raising capital and weighs in on some of the changes in IR, fuelled by technological development.This informative conversation touches on the changing IR landscape and how to leverage the power of storytelling to introduce your company to potential investors. Not everyone knows how to tell a good story, the good news is it's a skill that can be learned!Thanks for tuning in.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanySign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

As an entrepreneur looking to raise capital, you'd be surprised to know that the cheque is not the main focus of an opportunity when investing in change and make a difference. It should come secondary to the value you and your team are bringing to the table. This is the mentality of our guest Manish Nayar, Founder of OYA Ventures when it comes to investing in ventures.The OYA Ventures team helps entrepreneurs find opportunities to address climate change.With a background in investment banking and engineering, Manish has used his experience to further the proliferation of companies in the energy transition space.Investment bankers are at the forefront of how investors perceive, evaluate, and invest in deals.New technologies, green energy, and climate transition opportunities can be capital-intensive. We discuss how to funding these deals often requires taking a special approach.You'll hear about what makes a deal bankable, and the most important relationship you can cultivate with an investor. Manish shares his thoughts on how the clean energy space differs from other fields.If you want to learn more about how to finance and build companies in the green energy space, this is an episode for you!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

Finding a tax advisor that fits your needs as an entrepreneur is often a difficult task. Especially in jurisdictions like Canada as an example, where the role of a tax advisor isn't regulated and hiring a tax lawyer is a luxury many can't afford. Sound familiar?Kim Moody is the CEO and Director of Moodys Private Client and Moodys Tax. Two professional service firms focused on tax law.Moodys Private Client and Moodys Tax is one of Western Canada's largest taxation teams. They provide fresh and innovative ways to maneuver through the advisory world.Kim discusses the current state of tax law in Canada and America, the biggest obstacles consumers face when it comes to navigating tax, and why he is advocating for a tax specialist designation.He breaks down how tax laws affect different individuals and shares his concerns about Canadian legislation. We also discuss how people can get caught off guard when it comes to their taxes.Kim shares what he has learned from building his business. He explains the biggest challenges he's faced, and why he believes that entrepreneurs should always expect the unexpected.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanySign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWSubscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

What does it take for a t-shirt company to become a brand that is recognized on a global scale? If you are having trouble finding the key to rising above your competitors, here are some insights from a success story that will broaden your perspective.Dustin Paisley is the co-founder of the Calgary-based apparel brand Local Laundry and he's here to tell us how he turned it into something more than just clothing. Local Laundry is a company that builds community. They have raised over $175,000 for local charities. They're also always looking for ways to reduce their environmental impact.Dustin dives into the highs and lows of growing the business from a t-shirt company to where it is today – a globally recognized brand. The brand now offers a variety of ethically-made products including tees, socks, and hats. You'll hear the journey of a small business rising to success and how Local Laundry survived the pandemic by adjusting its offer. Dustin also shares how he navigates day-to-day operations with his team.We learn about weekly cash flow and how Dustin applies his knowledge from working in the banking sector to business ownership.We're excited to be sharing a Calgary success story that is brimming with real-life insights and practical advice to enhance your financial or entrepreneurial journey. Thanks for listening!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWSubscribe to the podcast:iTunes - https://bit.ly/3CGt3BnSpotify - https://bit.ly/3PiTyoa Stay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3ANacUrFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

Today, Neil Johnson, Founder and CEO of Duke Royalty joins us on the show to speak about how to deliver a pitch in order to be memorable.Duke Royalty is a leading royalty investment company that provides a unique financing solution without taking on traditional debt or raising equity.Neil has over 30 years of experience in research analysis, merchant banking, and investment banking in Canadian and UK Capital Markets. He rose through the ranks of Canaccord Genuity Inc. to become the managing director, then opened and led their European office. He then speaks to some of the nuances of European versus North American investors.Neil saw the opportunity to bring this product to Europe after witnessing the power of the developing Canadian Royalty Financing model in North America. Neil's 30+ years of investment banking experience make for a fascinating interview. This episode is an informative look behind the scenes at Duke Royalty. We learn how they raise money and deploy that capital into their target deals.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanySign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWSubscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3ANacUrFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

Being a public company is not easy. Many companies celebrate when they IPO, what they don't realize is how hard the capital markets road will be. Darrell Heaps, Founder and CEO of Q4 Inc. joins us today and shares how the decision to go public to understand the pains of his customers, turned out to be something he was not expecting.Q4's purpose is to help its clients achieve investor relations goals and build confidence in the capital markets. They partner with public companies to strengthen their brand and share their story.In this episode, Darrell shares how he founded his business, the journey of raising capital and the pressures that come from dealing with investor money.Finding the right investors that are a good fit for your business can feel overwhelming. Darrell provides advice on how to achieve that, why a mix of different investors can create a premium on a stock, and why raising money for your business isn't the endgame.Our conversation shifts to discuss his thoughts on AI and how it can optimize the financial industry. To wrap up, we talk about board composition. From having advisors to the importance of being transparent with your board – he covers it all. This episode is chock full of valuable insights for CEOs and investors. Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanySign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWSubscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3ANacUrFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Raising capital is a difficult endeavour for all founders, doing it as a minority in an unpopular sector like EdTech can add another layer of complexity. Sydney Montgomery, CEO and Founder of Outline It breaks down who she's doing it in this episode.Outline It uses AI and machine learning to assist users in creating compelling writing and crafting ideas. Her goal has been to assist first-generation minority students with acceptance into post-secondary and law school. We discuss bridging the equity gap in education and how access to education is not always based on merit. Sydney dives into the nuance of raising capital as a black woman. She also recalls her experience growing up in a military family.Our conversation unpacks the challenges of diversity and inclusion in the workplace and society which provides a different perspective for all trying to raise capital. We then explore potential solutions that businesses and individuals can install in their daily lives.Join us as Sydney shares how she's finding success in funding a company that utilizes technology to enhance writing and education. Her dedication to breaking down barriers for all is inspiring! Thanks for listening to this episode.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWSubscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3ANacUrFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

Meet Peter Perri, an investment banker at Young America Capital who focuses on climate energy and infrastructure.Young America provides M&A, capital raising, and financial advisory services to family businesses and middle-market companies.Raising capital for any company is difficult. Financing capital-intensive early energy transition projects adds another level of complexity.Peter unpacks how energy and infrastructure investors view investing in these types of projects and the impact of the Inflation Reduction Act on delivery to markets.Our conversation deviates to government incentives and how they can be beneficial in the energy transition sector.Peter talks us through pitching and financing an energy transition deal. He also explains three things you need to master when preparing to pitch to markets.We chat about other interesting topics including influential media that has helped shape Peter's career.Interested in an investment banker's perspective? This episode is for you. Tune in now!Check out some of our most popular episodes:Chicken S#!t CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanySign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWSubscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3ANacUrFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

Bob Dhillon is one of Canada's most prominent real estate moguls! He is the founder of Mainstreet Equity Corp. Bob is the epitome of purpose-driven hard work.In today's episode, you'll hear the founding story behind Mainstreet Equity Corp. and how it developed into a TSX-listed company with over 17,000 rental units.Bob shares what makes Mainstreet different from other real estate corporations. He reveals what it was like to receive the Order of Canada award and explains why it is so important to him to give back to his community.We explore the ‘secret sauce' behind multifamily success and Bob gets real about the impossibilities of work-life balance on the road to billion-dollar success.We dive into different markets that Bob has been able to break into and why. We also discuss the role of rent control.Bob provides his predictions for the future of Calgary and shares insight into the spiritual and meditative practices that enable him to be effective each day. Tune in today to hear all this and more!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanySign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWSubscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3ANacUrFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

Rhylin Bailie VP of Investor Relations at Equinox Gold Corporation is back on the Insider's Guide to Finance!She's here to share her insight on ESG (Environmental, Social, and Governance) in the mining industry and beyond. She brings a nuanced perspective to the world of ESG.Rhylin has managed aspects of investor relations, communications, and sustainability reporting for various resource companies.To kick off our conversation, she explains the exciting shift in ESG practices within her industry. She shares how the mining industry can bring value to local communities.We touch on the possibility of mandating ESG reporting and discuss a new perspective on what it means to have a good ESG strategy. We also touch on exploring whom you need to engage in your strategy. You'll hear about capacity issues and discover the Diversity and Inclusion at Equinox. We hope you enjoy hearing her unique perspectives on these subjects!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada's Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9Stay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website: https://bit.ly/3ANacUrSign up for our FREE 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

We're joined by James Hill, president, and CEO of MCF Energy. He is a lifelong geologist and leader in global energy. For more than 40 years, James has traveled the world in search of energy assets.Many parts of the world have faced shortages and increased prices in the oil, gas, and electricity markets.MCF Energy focuses on strengthening Europe's energy security and provides critical resources for the energy transition. James is leading the company's exploration and development efforts.Some of James' partners include Ford Nicholson, the former chair of InterOil, and one of Canada's most prolific resource financiers, Frank Giustra.In today's episode, James takes us back to the early days of his career and what it feels like to drill the winning hole that taps into a fortune of “black gold.”He also explains how MCF is bridging the gap by providing critical resources during the transition to renewable energy. James dives into the difficulties of drilling a dry hole and breaking the bad news to investors. We also learn about the projects he is the most proud of.This is an insider's look at a fascinating career and one that listeners will find value in as we stare down the barrel of a global energy crisis. Today's episode comes packed with great tidbits of information. Tune in now!Watch MCF Energy's latest video: https://bit.ly/44jwhaLCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn https://bit.ly/3Lti42oVisit The Insider's Guide to Finance Website https://bit.ly/3ANacUrFollow us on LinkedIn https://bit.ly/40SkPQhSubscribe to our YouTube channel https://bit.ly/411XXxUSubscribe to The Knowledge Bank Letter https://bit.ly/3VrjZci - a periodic letter of actionable insights, interviews, and quality curations

Kevin Petersen is the founder and CEO of Growth Stack Inc. Growth Stack Inc. works with founders to leverage its expertise to speed up growth by infusing capital and adding infrastructure.His career as a marketing automation specialist spans over two decades. Kevin has worked with companies such as Charles Schwab and Wells Fargo.Kevin's story is one worth telling! He's bought, built, and sold sixty companies, starting with his first $750 acquisition of a tattoo blog. His SaaS experience includes a file-sharing platform that grew to a seven-figure revenue within the first year and an award-winning music industry start-up.During today's conversation, you'll hear all about the world of secondary markets. Kevin also shares where micro and small businesses are bought and sold.Join us for an enriching glimpse into SaaS, finding the right terms of negotiation, and the shift AI brings to the workforce. Thanks for tuning in!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curationsSign up for our free 5-part master class Investor Marketing 2.0

In today's episode, we sit down with Bill Flederbach, President and CEO of ClimeCo. Bill discusses the carbon management industry, opportunities, and insights from his extensive experience. ClimeCo is a sustainability company that focuses on advancing the low-carbon future with market-based solutions. ClimeCo's comprehensive solutions enable clients to maximize their environmental assets. Bill is passionate about the success of his clients. Bill is a respected leader in the global environmental commodities market. In our conversation, we learn highlights from his career and what it takes to build a successful company in the carbon market. He shares how his professional career path led him to start ClimeCo. We learn about carbon credits, the carbon management process, and how to generate revenue from carbon mitigation. We also learn the risks and challenges of the industry. Bill explains the difference between voluntary and regulated markets and the policy aspect. Our conversation dives into why CEOs need a boss and what makes a good leader. To end off, Bill shares tidbits about why learning is essential before he shares his favorite books.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonFor more information on our sponsor, please visit Olympia Trust CompanyStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSign up for our free 5-part master class Investor Marketing 2.0 www.creativereturn.ca/masterclasssignupSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations

Many CEOs and investor relations professionals throw money into paid ad campaigns without a clear understanding of who they want to target, the right budget, and how to measure success. The hope is that somehow the money they spend will magically translate into a higher share price.In this episode, we're joined by Digital257 CEO, Ian Vecmanis where we cover the mechanics of paid digital investor marketing programs that can guide you to ask the right questions when hiring a marketing agency.There is an unsettling amount of waste when it comes to the use of investor capital for investor relations marketing and more so in paid advertising.Retail investors are the lifeblood of the small-cap ecosystem! It's important to find measurable ways to help decision-makers understand how to use digital tools to reach new investors and convert them into shareholders. The problem is... most don't even know where to start. Ian shares his engineering expertise and explains how to build a re-marketing audience. He also shares where to place your focus when considering ad placements and how to optimize the follow-up loop using automation.We learn how to measure audience engagement and invaluable lead and ongoing conviction-building strategies.  If you're a CEO, CFO, or IR professional looking to build your investor audience, this episode is for you.  You'll learn how to make better investment marketing decisions with investors' capital.Tune in to find out what it takes to put together a robust investor marketing program! Watch our five-part Digital IR Master Class - Investor Marketing 2.0: https://bit.ly/41aYjTVCheck out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations

Founder of Ithaca Capital and Vice-Chairman and Chief Corporate Strategy and Business Development Officer of Mondee Holdings, Orestes Fintiklis joins us on the show.Mondee is a one-of-a-kind company in travel tech. The company is filling the gaps caused by inconsistencies in the industry.The travel industry has been on a never-ending rollercoaster since the COVID-19 outbreak. Did the pandemic bring about better opportunities in travel and hospitality?During this episode, Orestes explains what Mondee does, how he ended up there, and what his role is.As technology improves, innovations in travel tech are causing a ripple of opportunities! Entrepreneurs and influencers are taking full advantage of this.We learn about Mondee's approach to acquisitions and how they ensure seamless integrations. He also chats about how COVID-19 affected global travel, and the ins and outs of Ithaca Capital.Orestes owns a luxury hotel in Panama City that was once owned by a sitting president. He shared the incredible story of how that sitting president sued him for $200 million!Inspiration is the key to success which ties into his ‘be positive' philosophy. You won't want to miss out on this episode! Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonFor more information on our sponsor, please visit Olympia Trust CompanyStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curationsPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

As the years have gone by, Deven Soni is the co-founder and CEO of Matador Gold Technologies. He has bought and built many businesses throughout his career.Deven has extensive experience in M&A and technology private equity.During his time at Goldman Sachs and Highland Capital Partners, he related to the entrepreneurs more than the financiers.In our conversation, he goes into detail about the choices he has made that have brought him to where he is today. He discusses what he would do differently, and some of the key insights he learned along the way as well.Deven believes that getting clear on your goals drives success. Another driver of success is finding those key strategic partners that will lift your business beyond the startup phase.Join us today to get a closer look at the twists and turns of Deven's career path, and learn from his journey today!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonFor more information on our sponsor, please visit Olympia Trust CompanyStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curationsPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

Eric Daimler is a six-time entrepreneur and Founder and CEO of Conexus. The company helps organizations exchange data, even under the most complex of circumstances.Eric brings extensive knowledge of Artificial Intelligence (AI) to the show. He served as a former Presidential Innovation Fellow for Artificial Intelligence (AI) and Robotics under the Obama administration. Now, as the head of a company that specializes in AI deployment and data usage.In our conversation, Eric takes us through the world of AI, from its development over the past 30 years to the dramatic leaps forward.We discuss Conexus and how they are helping organizations harness overwhelming amounts of data.Eric explains why unassuming and unsexy business ventures that offer the most opportunity for growth and profit.We delve into the technical aspects of ChatGPT, the innovations that made this natural language processing tool possible. We also examine the fears that many have around AI and the impact these tools will have on society.Eric's enthusiasm and his gift for simplifying these complex topics make for an informative episode. You won't need a tin foil hat for this fascinating dive into the world of AI!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations

We sat down with Danny Popsescu, CEO of Harbourfront Wealth Management. We learn about the struggles he faced when starting a business and how his failures helped him grow.Harbourfront Wealth Management is one of Canada's fastest-growing wealth management firms. The company has a $500-million market evaluation!He shares his process for recruiting quality talent while being an unknown company. Danny provides the current outlook on innovation at Harbourfront and in wealth management.He explains why stocks and bonds are not the only focus of the industry and what his firm does to make private equity deals more affordable.We'll learn how his firm levelled up to chase bigger clients and what it's like working on big-money accounts.Danny gets candid and personal about books that have influenced him, who inspires him, and his proudest career moment.He offers some incredible advice on how you can also be successful in business! Tune in for today's great episode.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonFor more information on our sponsor, please visit Olympia Trust CompanyStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations

David Garofalo is the CEO and Chairman of Gold Royalty Corp.The company offers financing solutions to the metals and mining industry. Their mission is to invest in high-quality, responsible, and sustainable mining operationsDavid has over 30 years of experience in the development of billion-dollar sustainable mining businesses.He is one of the titans of the precious metals industry. During the episode, he shares what his journey from junior accountant to CEO of major mining operations looked like.David has a proven track record of creating shareholder value through the delivery of long-term strategy. He maintains high standards of environmental, safety performance, and community relationships. He is a motivator and mentor to high-performing teams.In the episode, David also shares the factors that guided his decision to enter the royalty space. He dives into how the royalty financing business model works and his approach to M&A.We'll hear his thoughts on the future of the gold industry and the experiences that he's had over 30 years, including leading the largest merger in gold mining history.This is an episode filled with information to set you on the path to success!Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations

In today's episode, we speak to Jean-Marc Bougie, who has had a remarkable career in the capital markets. Jean-Marc is an accomplished business leader and CEO. His distinguished career spans over two decades. He is a trusted advisor and consultant. As an advisor and consultant, he provides guidance and valuable insights to a broad range of businesses. Jean-Marc prides himself on being known for his analytical skills, strategic thinking and ability to develop innovative solutions.  Some businesses he works with include family offices, investment banks, investment funds, and more.Our conversation dives deep into how investment banking works and how CEOs can make the best of banking relationships.We then take a turn into a discussion on what good board composition looks like and what it means to take on the role of chairman.Although his career is demanding, he always finds the time for family and values being a supportive father and husband. This episode is a must-listen episode for management teams and bankers.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonFor more information on our sponsor, please visit Olympia Trust CompanyStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations

Rhylin Bailie has over 26 years of experience in investor relations and currently serves as VP of Investor Relations at Equinox Gold.Equinox Gold is a growth-focused mining company. Currently, the company has seven gold mines. They are working towards their plan to increase production through the advancement of a pipeline of growth projects.Rhylin served as a director on the national board of the Canadian Investor Relations Institute between 2014-2022. Rhylin was the fifth employee at the company which now has over 6000 dedicated workers. Equinox now boasts a remarkable $2 billion market cap! She explains how she started with Equinox Gold, dives into what they do, and how her role in investor relations has evolved.We learn how Rhylin builds meaningful relationships with investors and offers advice for those who want to do the same.You'll learn how retail and institutional investors differ, and what it's like being a woman in a male-dominated field.Rhylin drops some gems of wisdom on how to pitch to investors, why you should always start with “why”, and how technology can be your closest ally.Finally, she shares all that she has learned through her experience of hostile takeovers, and more valuable pearls. For those looking to make a name for themselves in investor relations, this episode is a must-listen.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonFor more information on our sponsor, please visit Olympia Trust CompanyStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations

Privacy lawyer Greg Ramsay joins us on the show to dive deep into the world of privacy law. You might be wondering, what is privacy law? How do these laws apply to me and my company? Why should entrepreneurs and executives care? Privacy law is a hot subject right now. Especially as many countries and states are revamping their current privacy laws.Greg shares first-hand knowledge of why privacy should be a top priority for companies and individuals. Greg has worked with various companies to develop privacy programs that meet the privacy legal requirements applicable to their industry. His clients include fin-tech, e-commerce, clean-tech, and more.He discusses how new privacy laws will influence the future. As well as how Canada is moving from a consent-based approach to privacy to focusing on rights.We touch on how data can be used for good, the typical process of building a privacy team, and examples of privacy policies that work.You'll hear valuable information as well as takeaways in this eye-opening episode. Thanks for listening.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations

In this episode, we talk to Sarah Goodman, the founder, and CEO of Chiwis. Chiwis is a natural snack food company based in Squamish, British Columbia.After making her own kiwi chips to bring camping, hiking, or binging Netflix, Sarah decided to share these healthy treats with friends and family. They were then dubbed as "healthy tasting sour patch kids" and Sarah began the journey to create her brand. Chiwis now has five different flavours of all natural fruit chips. One big goal of the brand is to use as much up-cycled fruit as possible to decrease food waste.In the two years of growing her company, Sarah has been able to get her product into over a thousand stores and is working in the US markets.You'll hear how Sarah started her company, the journey toward her first sale, and how she used the COVID-19 pandemic to pivot. Sarah shared that she raised the majority of the money for Chiwis on Zoom wearing a hoodie!Her entrepreneurial background in technology has shaped how she is building Chiwis.This episode dives into the potential of consumer packaged goods, how to build a brand, and how to finance it. She shares her experience as a woman in tech and finance. Don't miss out on this empowering episode.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonFor more information on our sponsor, please visit Olympia Trust CompanyStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations

Ryan Tansom is the Co-Founder and CEO of Arkona. After hard work with his family's company, Ryan and his father turned the struggling business around by upgrading our staff, adding services, and implementing new systems. In 2014, the company sold for eight figures. Selling the business helped Ryan find his purpose in life. With that, Arkona was born. The company began with the vision to provide owners with the tools to focus on creating a valuable business with the end in mind. Starting a business from scratch came with its own set of challenges though. In this episode, Ryan explains why entrepreneurs need more niche-specific learning materials. He also explains the difference between your business as a job versus an asset. Entrepreneurs needing to be well-versed in both finance and operations are often discussed with their clients. Ryan goes on to illustrate why we should work towards aligning expectations and reality. He shares why podcasting could be a big win for many businesses, and the books he's read that helped him achieve his success.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens SmedLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth EquityCanada's Best Venture Partner w. Bruce CroxonStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedInVisit The Insider's Guide to Finance WebsiteFollow us on LinkedInSubscribe to our YouTube channelSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations