POPULARITY
37 episodes with Bruce Croxon
3 episodes with Bruce Croxon
3 episodes with Bruce Croxon
2 episodes with Bruce Croxon
3 episodes with Bruce Croxon
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.
Bruce Croxon is a lifelong entrepreneur, a co-founder of Round 13 Capital, a regular commentator on BNN and a former Dragon on CBC's 'Dragon's Den'.
“The people part of this business [entrepreneurship] is one of the most important things at the end of the day.” In this episode, Bruce Croxon, Managing Partner at Round13 Capital, discusses his entrepreneurial journey and explains how Telepersonals evolved into Lava Life to adapt to the digital age. Bruce also shares what founders tend to overlook when fundraising and the top 3 factors he evaluates before making any investment.
Bruce Croxon is a legend in the Toronto startup scene. He’s led successful startups as an operator, but also is known as a mentor and investor, and of course he’s also become a bit of a media celeb. It was great to chat with him about the Canadian startup ecosystem, how much it’s grown and where it’s headed.About Bruce:Bruce Croxon is a Canadian entrepreneur, television personality, and venture capitalist. Croxon is currently a partner at Round13 Capital and co-host of BNN's TV show, The Disruptors. Croxon co-founded the dating website Lavalife and joined the cast of CBC's Dragons' Den from 2011-2013.Support for this podcast comes from Silicon Valley Bank“What’s next?”“What if?”“Now what?”Silicon Valley Bank understands these questions can keep founders up at night.For over thirty-five years, Silicon Valley Bank has helped high growth companies through scalable financial solutions, plus insights and expertise that many other banks just can’t.In 2019 we opened an office in Toronto dedicated to lending to Canadian businesses and their investors.Find out more at svb.com/CanadaSilicon Valley Bank – Built for What’s Next.In this episode we discuss:03:42 The Canadian Tech Scene today compared to the late-1980s07:36 How homegrown capital has changed the game10:37 Maintaining competitive advantage of Canadian VC16:51 Helping spark the entrepreneurial spirit in potential Canadian founders20:00 Is the blitz-scaling style of startups compatible with Canadian Investors25:51 The changing mindset of Canadian LPs28:34 Getting into growth stage rounds of companies31:17 Why founders need to take seriously who they are take investment from33:34 The next industries Canada investors should back38:03 Keeping talent local41:10 What the Canadian government should do to spur startup growthFast FavoritesPodcastsBill SimmonsSpittin’ ChicletsNewsletter/BlogLogic PeakBeta KitTech GadgetAirpodsNew TrendDemocratization of ProductionBookChasing the Scream by Johann HariFollow Matt Cohen and Tank Talks here!Podcast production support provided by Agentbee.Agency This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com
Before you take off...Want to see future episode highlights? You can add me on Linkedin here.Talking points:- A story of a pitch Bruce had on Dragon's Den that wasn't solving a real problem- Biggest lesson to VCs and entrepreneurs on hiring people- Bruce's philosophy on work/life balance- Self-awareness breakthrough Bruce had in his early 20sAbout Bruce: Bruce Croxon made his mark as a digital pioneer by co-founding Lavalife and revolutionizing how people connect. Under his direction, he grew this early tech start-up into the marquee brand in online dating with over two million users. Partner, chairman and CEO, Croxon helped lead the company's growth from four to 600 employees, while achieving revenue of just under $100 million. Since the sale of Lavalife, Bruce has been active as both an investor and advisor in growth stage companies in the technology sector. As an ex Dragon on CBC's Dragons' Den, he added a broad range of businesses and products to his portfolio that tapped into his passion for digital media, health and marketing. Croxon currently helms Round13, a company dedicated to investment in growth stage Canadian tech companies. He also co hosts The Disruptors on BNN and CTV, a weekly show spotlighting Canadian business and believes our entrepreneurs can hold their own with anyone in the world.
It’s no secret that a great team can be the difference between a company’s success and failure. Bruce Croxon, Partner at Round13 Capital, values a few specific traits on his team – curiosity and open mindedness. Bruce Croxon made his mark as a digital pioneer... The post Building Great Teams with Bruce Croxon – January 19, 2021 appeared first on Startup Canada.
Mike chats with Bruce Croxon about co-founding Lavalife, being a Dragon on CBC's Dragons' Den, founding Round 13 Capital, co-hosting The Disruptor on BNN and parenting children with food allergies.
Entrepreneurs are optimists by nature. They find opportunities everywhere and want to do it all. But even the most driven entrepreneurs need to have the discipline to prioritize and focus on what will drive their business forward. Fatima Zaidi has always been one to watch. She was born in Oman, with all the cultural norms and expectations of a Middle Eastern woman. Yet, regardless of circumstance, she took the plunge to build her own career and became the CEO and co-founder of Quill Inc., an imaginative podcast agency that gives people a credible and compelling voice. They even produced this episode of Chatter that Matters Presented by RBC. Fatima has many passions. She is an advocate for women in tech, a champion to bring more diversity into the workplace, a keynote speaker, and thought leader. But, can she do it all? Elizabeth Hughes, a venture and technology specialist at RBC offers her thoughts on capitalization. Entrepreneurial legend, Bruce Croxon, shares some powerful insights on entrepreneurship before shining his insight on Fatima and the potential of Quill. And for the first time in the series, Tony Chapman moves beyond parting thoughts and offers Fatima his own advice. Show Notes: 1:15 - Getting to know Fatima & Quill Learn where Fatima grew up, when she came to Canada, how she started her career in sales, and the origin story of Quill. 10.42 - Interview with Elizabeth Hughes from RBC's technology and venture practice Elizabeth discusses her advice for Fatima as she continues to grow Quill from a capital markets perspective. Specifically, she touches on podcasting’s potential as a marketing medium and discusses her thoughts on Fatima’s ability to bootstrap Quill through COVID. 13.38 - Interview with Bruce Croxon from Round13 Bruce chats with Tony about his entrepreneurial advice and comments on Fatima’s business model, mentioning his kudos for creating a service based arm of the business that will fund Quill’s technology products. 19.09 - Tony's message to Fatima For the first time, Tony gives his advice to Fatima as she continues to run Quill through the pandemic. 1) Focus on what matters, 2) clients are drawn to energy but buy on process, and 3) find the areas where you are intellectually stimulated and emotionally rewarded. This episode is brought to you by RBC. To support this show and get specialized support for your business, visit: https://www.rbcroyalbank.com/business/advice/industry-expertise.html You can also check out RBC’s Small Business Navigator here: www.rbc.com/smallbusinessnavigator Learn more about Fatima, Bruce, and Elizabeth below: Fatima, Zaidi, Co-founder and CEO of Quill: https://www.linkedin.com/in/fatima-zaidi-6a6b844b/ Quill Inc: quillit.io Bruce Croxon, Managing Partner, Round 13 Capital: https://www.linkedin.com/in/brucecroxon/ Elizabeth Hughes, Commercial Account Manager, RBC: https://www.linkedin.com/in/elizabethallenhughes/ Follow Tony Chapman Website - https://chatterthatmatters.ca Twitter - https://twitter.com/TonyChapman Linkedin - https://www.linkedin.com/in/tonychapmanreactions/ Instagram - https://www.instagram.com/chatterthatmatters/ Youtube - https://www.youtube.com/channel/UCcGvzmw9MFkUcGylrFA2xCQ
Long before “social networking” became a buzzword, Bruce made his mark as a digital pioneer by co-founding Lavalife in 1988. Under his direction, this early tech start-up grew into the marquee brand in online dating with over 2,000,000 users (and countless successful marriages!). After its spectacular rise and with the support of his partners, he led the sale of the company for a stunning 180 million dollars. Bruce is now taking his expertise to a new level; he currently helms Round13 Capital, a company dedicated to investing in growth-stage digital companies. He also holds personal investments in the health & wellness sector, owning Vida, a chain of high-end holistic spas on the West coast of Canada. He is a shareholder in Balzac's Coffee, a fast growing Ontario chain of gourmet coffee shops. As an investor on CBC’s Dragons’ Den, Bruce added a broad range of businesses and products to his portfolio and is now the co-host of BNN's The Disruptors. In this episode, podcast host Jamie Allison talks with Bruce about how his approach to investing changes during a time of crisis, his advice for entrepreneurs, his own high performance habits, dealing with notoriety and his approach to balance. Tell Bruce and Jamie what you think about this episode by leaving a review and rating. It helps us get the message out there! Download your own FREE BIG MOVE PLAN TEMPLATE - Knock 2020 Part 2 out of the park! www.bigideabigmoves.com Follow us on Instagram : @bigidea_bigmoves Facebook @bigideabigmoves Need Help Getting Back to Work? Not getting call-backs. Don't wait. Get out there now. Connect with Bruce Croxon
As a mother, Sheri Allain wondered why there wasn’t more focus on STEM for children, especially girls and why her children’s school had nights devoted to drama, music, arts and crafts, but not one on technology. So Sheri created CODEZILLA to provide hands-on coding classes, camps and parties, and lunch and after school programs for kids ages 4 - 14. And Sheri’s business takes off as she isn’t the only parent asking the questions. And then COVID-19 hits and hands-on becomes virtual? Sheri transforms her business only to find parents all over the world knocking at her door! Has the business become too big and complicated? Sheri asks our experts Bruce Croxon one of Canada’s most successful entrepreneurs, Ken Wong one of Canada’s leading business professors and Paul daSilva RBC’s leading franchise expert for help. Should she sell, scale or franchise? After listening to her story and their advice what would you do? Presented by RBC. The perfect mix (01:22) Sheri’s has both educator and entrepreneurial DNA flowing through her blood, her one grandfather was a Prairie school teacher and the other a successful businessman. With this and her desire to provide more STEM activities for school kids, Sheri continues the family legacy and starts her business, Codezilla, a business teaching kids to code. The beginning - Hello World (03:51) Hiring her first instructors in 2017, Codezilla immediately takes off - forty kids in four hours - first testing the idea and then quickly transitioning to charging for it once she realizes the demand is real. Initially reluctant to be the face of the brand, Sheri realizes that her opinion and points of view are valued by many and makes the switch to be front and centre. Codezilla is now in over 40 schools across the Greater Toronto Area (GTA). Offline to online - a rapid response (07:04) COVID-19 forces Codezilla to change their delivery model, what was once face to face has to become virtual. Sheri and team responded quickly and within two weeks changed the entire business to online learning, learning as the went and making changes to enhance the experience. Her business grew rapidly but she also has her own kids to look after. Now Sheri has some decisions to make: Sell, scale or franchise. Sell, scale or franchise? Our experts dial-in (10:49) Paul daSilva, National VP, Franchise Financing, RBC offers great advice on Sheri’s franchising opportunities, key steps to take and where she can get assistance. Ken Wong, Distinguished Professor, Smith School of Business at Queens University, shoots straight and advises Sheri to chose what business she is in; and if she was to franchise she needs to standardize her people, process and props. Bruce Croxon, Managing Partner, Round 13 Capital, believes Sheri should rather scale her business and find a partner to help her do so. Tony’s parting thoughts (25:21) Although Sheri has a tough choice to make, franchising is not for Sheri. With the DNA of entrepreneurship and teaching, she should scale the business instead and find a partner to compliment her, allowing her to run her business and achieve a balance between her business and family life. Links and References Sheri Allain, Founder, Codezilla - https://www.linkedin.com/in/sheri-allain-6b49b01/ Website - https://codezillakids.com LinkedIn - https://www.linkedin.com/company/codezillakids/ Instagram - https://www.instagram.com/codezillakids @codezillakids Twitter - https://twitter.com/CodezillaKids @CodezillaKids Bruce Croxon, Managing Partner, Round 13 Capital https://www.linkedin.com/in/brucecroxon/ Ken Wong, Distinguished Professor, Smith School of Business at Queens University https://www.linkedin.com/in/ken-wong-4453892 Paul daSilva, National VP, Franchise Financing, RBC LinkedIn - https://www.linkedin.com/in/paul-dasilva-23642a2b/ RBC Business page – https://www.rbcroyalbank.com/business/index.html RBC COVID-19 Financial Relief page - https://www.rbc.com/covid-19/business.html To get specialized support for your business, visit - https://www.rbcroyalbank.com/business/advice/industry-expertise.html Canada United - https://www.gocanadaunited.ca/ Follow Tony Chapman Website - https://chatterthatmatters.ca Twitter - https://twitter.com/TonyChapman Linkedin - https://www.linkedin.com/in/tonychapmanreactions/ Instagram - https://www.instagram.com/chatterthatmatters/ Youtube - https://www.youtube.com/channel/UCcGvzmw9MFkUcGylrFA2xCQ
LIVE from Monday July 27th 2020 on The Tétrault Show Bruce is a Digital Innovator Finding & Investing in The Next Canadian Wave. He's currently Managing Partner at Round13 Capital and is the co-host of the show ''The Disruptors'' on BNN Bloomberg. You might also recognize Bruce from his days as a Dragon/Investor on CBC's Dragons' Den. He made his mark as a digital pioneer by co-founding Lavalife and revolutionizing how people connect. Under his direction, he grew this early tech start-up into the marquee brand in online dating with over two million users. Partner, chairman and CEO, Croxon helped lead the company's growth from four to 600 employees, while achieving revenue of just under $100 million. Since the sale of Lavalife, Bruce has been active as both an investor and advisor in growth stage companies in the technology sector.
Wondering how to best prepare for your entrepreneurial future? Then Bruce Croxon, Partner at Round13 Capital, wants to talk! Bruce Croxon made his mark as a digital pioneer by co-founding Lavalife and revolutionizing how people connect. Under his direction, he grew this early tech start-up... The post Switching Focus for Success with Bruce Croxon – June 30th 2020 appeared first on Startup Canada.
On today’s episode, we have the incredible Bruce Croxon, Managing Partner of Round 13 Capital. The Co-Founder of Lavalife, an online dating company that exited for $180 million, Bruce is a veteran as both an entrepreneur and an investor. In this conversation, Bruce reveals the urgent need to address mental health in the tech world. He recalls how the tech community has evolved over the last 35 years. While the tech space has become more inclusive, the pressure to deliver has skyrocketed. Cherry Rose reveals her struggles as a self-made entrepreneur and first-generation immigrant. A fifth-generation entrepreneur, she shares her high-highs and low-lows of entrepreneurship. She talks about her rock bottom in 2017 and how it inspired the birth of #realtalk. Can you steel yourself to overcome such personal setbacks? Bruce also shares his perspective on mental health, especially as a venture capitalist and a mentor to many founders. Enjoy! WHAT YOU WILL LEARN The importance of ending the stigma on mental health Our shared passion for mental health What we as a community can do to move mental health forward Learn more at https://realtalkmvmt.com/
Bruce Croxon is a serial entrepreneur turned venture capitalist, whose passion lies in supporting Canadian entrepreneurs. As the Managing Partner of Round 13 Capital, he manages over $325 million spread over three funds. In this episode, Bruce sheds light on these funds and the different strategies the company employs. He talks about the difference between the venture and growth funds along with the varying levels of support Round 13 provides to companies at various stages. We also take a look at why the Canadian venture capital market is becoming increasingly attractive for US firms.
The fashion industry is a challenging one to be in. Shane Vitaly goes deep into building his punk jewelry brand from scratch and everything that entails. From factory mishaps to building a brick-and-mortar Toronto store from scratch to starting another jewelry brand with a new target audience. There are many different aspects to building a successful fashion brand and if you've ever thought of entering this industry, Shane's podcast is one to listen to.Shane talks to us about being on Dragon's Den and being offered a deal from Arlene Dickinson and Bruce Croxon. His team of dedicated individuals help him market the business as he travels between countries, discovering new trends and managing quality control. Shane shares what it takes to build brick-and-mortar shops, managing e-commerce, and creating jewelry for often-ignored markets.Support the show (https://www.floatorfounder.com/our-sponsors.html)
In a world where technology is accessible, communication is instant and information is abundant, Steve Taylor asks Bruce Croxon how today’s leaders can keep up with the fast-changing tech industry.
Bruce Croxon is a Canadian tech entrepreneur who Co-Founded Lavalife in 1988. He was a Dragon on CBC's Dragon Den and today he heads a venture capital firm in Toronto called Round 13 Capital. We spoke to him about getting Lavalife off the ground, life as a Dragon, and the tech ecosystem in Canada.
Investors Bruce Croxon & Owen Matthews discuss a "golden time" for Canadian companies and how Bruce's role on Dragon's Den & BNN affected his other ventures.
What does it take to build a wildly successful Canadian technology company? For Bruce Croxon, it took over a decade of entrepreneurial endurance. “It’s never all pleasure, it was a 15 year overnight success story.” Bruce Croxon is one the most sought-out mentors and investors... The post The Path to Grow and Exit a Business with Bruce Croxon – April 3, 2018 appeared first on Startup Canada.
Welcome to Ideasex, the podcast for thinkers! On today's episode, the team is joined by Bruce Croxon, the former founder of Lavalife and a former Dragon on Dragon’s Den. He’s now the cohost of The Disruptors on BNN and a VC at Round 13 Capital. Today on the show we'll be talking about startups, startup fundraising, dating in the digital age, and an exclusive message for Justin Trudeau from Bruce himself.
This week on the SyrupCast, Igor Bonifacic, Rose Behar, Sameer Chhabra, and Patrick O'Rourke discuss their thoughts on the Pixel 2 and Pixel 2 XL. The team also weighs in on the announcement that Alphabet is investing in Toronto. Rose and Patrick both had the opportunity to review the brand new Pixel phones this week. The two chime in to give the team a well-rounded perspective on the updates to Google's new flagship smartphone. Toronto is putting a bid in to bring the city into the future. Not only is Alphabet staking a claim to making Toronto a smart city, the #6ix is also doing its best to attract Amazon's HQ2. Unfortunately, not everyone thinks getting a new Amazon headquarters is what Toronto needs. Tune in to hear the SyrupCast team's thoughts. Do you have questions, comments, thoughts, or anything you would like addressed on the podcast? Send us an email to podcast@mobilesyrup.com. If you're feeling extra adventurous, send us a voice recording of your question or comment and you may end up featured in a future episode! Hosts: Igor Bonifacic, Rose Behar, Patrick O'Rourke Total runtime: 37:33 Pixel 2: 1:45 To Amazon or not to Amazon?: 17:00 Shoutouts: 31:47 Rose's shoutout is dedicated to Sameer since it is his birthday. Patrick, during the #SwitchMinute, shouts out some new Switch updates. Sameer sends a shoutout to Tony Lacavera and Bruce Croxon for their help with quotes in recent stories. Finally, Igor's shoutout goes to Moto X4.
Bruce Croxon and other prominent business leaders urge Trudeau to reconsider tax plan
This week features Saadia Muzaffar from TechGirls Canada, Shopify COO Harley Finkelstein, Elevate Toronto co-founder Razor Suleman, and former Dragon and current The Disruptors host, Bruce Croxon, talking about the future of Canadian innovation. All audio taken from BetaKit 150, hosted in Toronto, June 22nd. Canadian Content music clip (under fair dealing): "Ahead by a Century" by The Tragically Hip
On this episode of CanCon, the team is joined by special guest Bruce Croxon to catch up on Apple's latest software-focused announcements, Canada's talent level, and discuss what not to do when your startup is in trouble. Canadian content clip (under fair dealing): "Where have all the good people gone?" by Sam Roberts
On this episode of CanCon, special guest star Bruce Croxon joins us to talk about Apple's security fight with the FBI and how that affects Canadians, our current expectations of online privacy, and startup privilege. Canadian content clip: "Bad as They Seem" by Hayden(under fair dealing)
Super Entrepreneur and star of the new show â??The Disruptersâ?? joins Todd , and gives an insightful and interesting look into the tech startup world and makes some bold predictions about the future of Canadaâ??s Tech Markets. Ari Goldkind joins the show and talks about recent court cases that have polarized public opinions. Robert from Ticketpartners.com joins us to talk about The outrageous price of Playoff tickets, and how some Ticket reselling sites can be hugely misleading.
On this Episode: Bruce Croxon! The Wingmen lose Rick. Cheryl Fairweather, Roger from Phantom Glass! and much more.
On this Episode: Regan Watts @ReganWatts, Bruce Croxon & Droogy D and the CBCâ??s Wasted crew!
Bruce Croxon is Managing Partner of Round13 Capital and a former star of CBC's Dragons' Den. A Scarborough boy, Bruce co-founded Lavalife, a company that pioneered online dating and social media. And aside from being the most successful person that Barry has ever interviewed, Bruce is a pretty happy guy. He spoke with us about growing up in a mixed race family, dealing with loss, and how being ethical makes you money. Bruce also talked about why he would be a bad mayor, the uncertainty of Tinder, and fighting off retirement.
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