The Insider's Guide To Finance – Details, episodes & analysis

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/4dzxnCJ

Check out some of our most popular episodes:

Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC
Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug
Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

Stay in the know and follow along:

Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o

Visit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQ

Follow us on LinkedIn: https://bit.ly/42grK7w

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.

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/3MWAfi0

Check out some of our most popular episodes:

Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC
Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug
Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

Stay in the know and follow along:

Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o

Visit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQ

Follow us on LinkedIn: https://bit.ly/42grK7w

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.

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/3Udkybg

Check out some of our most popular episodes:
Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC
Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug
Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

Stay in the know and follow along:
Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o
Visit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQ
Follow us on LinkedIn: https://bit.ly/42grK7w
Subscribe 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.

Lukas Lundin, head of the Lundin Group, has grown his group of resource companies into a combined market cap of over $20 billion dollars. Although Lukas has created billions in value for shareholders, his perspectives and advice are applicable to anyone in business. 

We talk about a number of subjects from how Lukas approaches government relationships, building partnerships, succession planning within his businesses and we even get into his personal life. For someone of his caliber, who keeps a relatively private personal profile, I’m honored that he opened up to share his perspectives with us.

A key take away from this interview is that building big is weaved into the DNA of the Lundin Group and that their success is built on an eternal optimism. That said, we also talked about his biggest mistakes and what he learned from them.

Check out some of our most popular episodes:

Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC

Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug

Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

Stay in the know and follow along:

Subscribe to the podcast:

iTunes - https://apple.co/43d7C6Z

Spotify - https://spoti.fi/43d7Smr

Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o

Visit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUr

Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

Follow us on LinkedIn: https://bit.ly/42grK7w

Subscribe to our YouTube channel: https://bit.ly/411XXxU

Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf 

Welcome to our season finale! It is a recap of 2020 and an overview of what to look forward to in 2021. We have been fortunate to introduce you to dozens of guests over the past year. In this episode, join me to reflect on what we've learned from those interviews. A key takeaway I have is the importance of sticking to your principles and remaining objective, as well as leading with good intentions and keeping the long-term in mind.

Check out some of our most popular episodes:

Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC

Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug

Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

Stay in the know and follow along:

Subscribe to the podcast:

iTunes - https://apple.co/43d7C6Z

Spotify - https://spoti.fi/43d7Smr

Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o

Visit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUr

Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

Follow us on LinkedIn: https://bit.ly/42grK7w

Subscribe to our YouTube channel: https://bit.ly/411XXxU

Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf 

Kim Furlong is the CEO of the Canadian Venture Capital and Private Equity Association. Venture capital and private equity are powerful components of our economy but often misunderstood and arguably, over-regulated. The industry can also be heavily impacted by the policies of the government. 

Kim and her team are 'lobbyists' in the most honorable way of working to ensure entrepreneurs can be supported by thriving venture capital and private equity industry. After all, it is this private investment that fuels our country's innovation and global competitiveness. 

 Check out some of our most popular episodes:

Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC

Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug

Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

Stay in the know and follow along:

Subscribe to the podcast:

iTunes - https://apple.co/43d7C6Z

Spotify - https://spoti.fi/43d7Smr

Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o

Visit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUr

Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

Follow us on LinkedIn: https://bit.ly/42grK7w

Subscribe to our YouTube channel: https://bit.ly/411XXxU

Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf 

Raising capital and running a Silicon Valley business are high-pressure endeavors. Jason Tan and his team have raised over $100,000,000 to build their vision of SIFT. As we hear, being human is one of the best things you can do to run a successful business.

Jason is also an alumnus of the famous Y Combinator incubator program and explains how his role as a leader is continuously evolving. He speaks candidly about his battles with depression as an entrepreneur as well as some solid lessons you can apply when financing your business.

Check out some of our most popular episodes:

Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC

Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug

Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

Stay in the know and follow along:

Subscribe to the podcast:

iTunes - https://apple.co/43d7C6Z

Spotify - https://spoti.fi/43d7Smr

Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o

Visit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUr

Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

Follow us on LinkedIn: https://bit.ly/42grK7w

Subscribe to our YouTube channel: https://bit.ly/411XXxU

Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf 

Joshua and Leonard Harlan of Harlan Capital join us to discuss their focus on investing in new and emerging asset classes. We have witnessed a significant shift in business, where companies no longer need to derive their value from their own net tangible assets. They can now grow by leasing assets as and when they need them and this creates a very compelling investment opportunity. 

Check out some of our most popular episodes:

Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC

Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug

Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

Stay in the know and follow along:

Subscribe to the podcast:

iTunes - https://apple.co/43d7C6Z

Spotify - https://spoti.fi/43d7Smr

Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o

Visit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUr

Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

Follow us on LinkedIn: https://bit.ly/42grK7w

Subscribe to our YouTube channel: https://bit.ly/411XXxU

Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf 

Ari Pandes has published numerous papers on the capital markets with a focus on early-stage venture financings. Ari is a champion of the public venture capital system in Canada, although it could be argued that private venture capital and public venture capital are very comparable sources of funding. He has researched numerous aspects of the financial markets as well the levers of success for both private and public companies. The findings he's had are thought-provoking for any entrepreneur!

Check out some of our most popular episodes:

Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC

Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug

Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

Stay in the know and follow along:

Subscribe to the podcast:

iTunes - https://apple.co/43d7C6Z

Spotify - https://spoti.fi/43d7Smr

Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o

Visit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUr

Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

Follow us on LinkedIn: https://bit.ly/42grK7w

Subscribe to our YouTube channel: https://bit.ly/411XXxU

Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf 

Justin Kates is a partner of DuMoulin Black where he practices securities law. His focus is on advising companies through their growth curves on how to properly structure financings and help execute M&A transactions. It doesn’t matter what stage you are at in your company, a bad deal is a bad deal, so you need a trained eye on your team.

The public venture markets in Canada have long been recognized as a unique ecosystem for supporting the ambitions of entrepreneurs and the success of early-stage public companies. In this episode, we discuss a shared passion of ours: the unique market ecosystem we have of public venture capital.

Check out some of our most popular episodes:

Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC

Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug

Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

Stay in the know and follow along:

Subscribe to the podcast:

iTunes - https://apple.co/43d7C6Z

Spotify - https://spoti.fi/43d7Smr

Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o

Visit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUr

Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

Follow us on LinkedIn: https://bit.ly/42grK7w

Subscribe to our YouTube channel: https://bit.ly/411XXxU

Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf