Explore every episode of the podcast The Insider's Guide To Finance
| Title | Pub. Date | Duration | |
|---|---|---|---|
| From Bridgewater to Breakthrough: A Tech-Driven Approach to Alternative Investments w. Bob Elliott | 09 Oct 2024 | 00:49:15 | |
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 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. | |||
| Zero-Loss Growth Investing in Tech Ventures w. Randy Garg | 25 Sep 2024 | 00:50:38 | |
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 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. | |||
| Riding Investment Waves in the Water Industry w. Riggs Eckelberry | 28 Feb 2024 | 00:48:15 | |
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: Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW Stay in the know and follow along: 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. | |||
| Building Billion Dollar Successes w. Lukas Lundin | 13 Jan 2021 | 00:29:58 | |
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 | |||
| A Year In Review With Your Host, Cory Cleveland | 30 Dec 2020 | 00:07:51 | |
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 | |||
| Advocating for Venture Capital and Private Equity in Canada w. Kim Furlong | 09 Dec 2020 | 00:37:36 | |
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 | |||
| The Human Side of Raising $100 Million w. Jason Tan | 27 Nov 2020 | 00:47:03 | |
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 | |||
| Investing In The New Economy w. Harlan Capital | 06 Nov 2020 | 00:42:45 | |
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 | |||
| The Case for Public Venture Capital with Ari Pandes | 21 Oct 2020 | 00:47:42 | |
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 | |||
| The Unique World Of Public Venture Capital w. Justin Kates | 30 Sep 2020 | 00:46:40 | |
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 | |||
| Validating Your Business Through Grant Financing w. George Palikaras | 15 Sep 2020 | 00:52:11 | |
George Palikaras joins us to talk about how to access millions of dollars in government grants, tax credits, and R&D subsidies available for your business. Done right, it can be a powerful source of fund that won't dilute your shareholders. George is the founding President and CEO of Metamaterial, which is listed on the CSE under MMAT. George was able to finance much of the R&D and early commercialization of the company with non-dilutive capital, often overlooked and misunderstood as an opportunity to raise capital that doesn’t ever hit your cap table. 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 | |||
| Leadership lessons from Louis Vuitton, Samsonite and now, EVCP Growth Equity | 21 Aug 2020 | 01:01:48 | |
Marcello Botolli is the co-founder and Managing Partner of EVCP Growth Equity. EVCP is a boutique private equity firm dedicated to investing in promising consumer lifestyle brands. Marcello has led remarkable brands including his position as Chairman and CEO of Louis Vuitton, his restructuring and turnaround of the great American brand, Samsonite, and his directorship positions with other internationally recognized names. You are going to hear about how Marcello ascended to the top leadership roles of some of the world’s most iconic brands, how he managed and led through some of the world’s most difficult times including September 11th and the 2008 financial crisis. Given the turmoil in our current economies, his experience and advice couldn’t be more timely. 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 | |||
| How to Capitalize for Exponential Growth w. Jamie Keech | 12 Aug 2020 | 00:52:20 | |
Today’s guest is Jamie Keech, a Canadian mining engineer, and natural resource financier. Some of his partners and peers identify Jamie as a key piece in building profitable mining companies, including Equinox Gold and Maverix Metals. He is the co-founder of Capitalist Exploits and the host of the Resource Insider podcast. A key part of Jamie’s business is facilitating and participating in private placements. In our conversation, he explains that the mechanics of a private placement can be simple, but there’s always the positive or negative impacts of how that deal is structured, and what it is going to mean for the future. We also dive into some great topics about how to finance and build resource companies. So make sure not to miss this episode! 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 | |||
| Wins, Losses and Lessons Learned from a Prolific Exploration Geologist w. Craig Parry | 14 Feb 2024 | 01:00:46 | |
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/49eQKz3 Check out some of our most popular episodes: | |||
| How to Properly Raise Capital (Backed by Data) w. Russ Heddleston | 06 Aug 2020 | 00:40:15 | |
Today we’re joined by Russ Heddleston, Co-Founder and CEO of DocSend. DocSend is an application that is increasingly used by the finance industry for sending documents securely like pitch decks. It can also create secure and tracked file sharing spaces, or data rooms. However, this episode is not about DocSend. Today, Russ will be sharing with us his very interesting Silicone Valley career. Some may even say that Russ has lived the tech dream, from Stanford and Harvard degrees, to selling his first company to Facebook, and now on to launching DocSend, he has been making all of the right moves. He makes the point that raising money is hard work, so don’t let that fall short on you. This episode contains all you need to know on how winning pitch decks are composed, the time it takes to raise capital, and other nuances of what makes for a successful capital raise. 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 | |||
| Ibogaine and the Reinvention of Addiction Recovery w. Shayne Nyquvest and Jeremy Weate | 28 Jul 2020 | 00:30:38 | |
The opioid crisis has created a pressing need for successful addiction treatments, especially as the majority of people who seek treatment will relapse. In today’s episode, we speak with Founder and Co-Chairman Shayne Nyquvest and CEO Jeremy Weate of Universal Ibogaine. Universal Ibogaine, is aiming to address the opioid crisis and revolutionize the therapy industry by using ibogaine in addiction recovery. After providing further context on ibogaine, Shayne takes the lead in explaining the business model that they’re building out and the niche that Universal Ibogaine will fit in the marketplace. We talk about how they plan to finance the company, the clinical trials that they’re going through, and why Canada is the perfect country to be their base of operations. 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 | |||
| Why All Public Companies Need to Be Media Companies w. Jay Martin | 22 Jul 2020 | 00:40:42 | |
In this episode of the Insider’s Guide to Finance, we talk to Jay Martin, the CEO of Cambridge House International. With his team, Jay has produced some of the largest small-cap investor conferences in Canada, that is until his business came to an abrupt standstill when COVID-19 struck. Fortunately, he was able to pivot on a dime. A key part of their successful transition was their previous commitment to creating content and building up an audience of investors through their YouTube channel and newsletter. Jay shares how notable public companies are becoming small media organizations that are actively building their investor audiences. 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 | |||
| Navigating the Markets During Uncertain Times w. Anthony Milewski | 15 Jul 2020 | 00:46:26 | |
Anthony Milewski is back on the show to do a second interview. We dive into how he is navigating the markets during these uncertain times and discuss the opportunities he is seeing in business and the markets. We also get into the forces that are propelling the ESG movements into industries and boardrooms. From dealings in Russia, to globally financing opportunities and taking top leadership positions in some well-known public companies, Anthony has got some great experience, insights, and opinions for us. In this episode, we weave through a number of subjects, including where he is investing and why, his views on the prevailing markets, and his growing focus on decarbonization. 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 | |||
| The Unapologetic Mindset of a Professional Resource Investor w. Marin Katusa | 09 Jul 2020 | 00:51:09 | |
Marin Katusa is a renowned professional resource investor, life long teacher, and a New York Times bestselling author. He presents an unpopular view of the financial industry and explains how he's approached building his business as one of the largest early-stage resource investors in North America. We discuss Marin’s ideal business partners and how he looks for operators that focus on their chosen sector, and who have their own ‘skin in the game’. 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 | |||
| How to Make the Most of your Legal Team w. Greg Ramsay | 02 Jul 2020 | 00:43:14 | |
Do you feel like you are not getting enough value out of the legal fees you pay? In this episode, Greg Ramsay explains how management teams can make better use of the relationships with their legal team. Greg is a corporate mergers and acquisitions lawyer, as well as an entrepreneur and founder of his own firm, Made it Legal. He’s been counsel on numerous deals that are measured well into the hundreds of millions of dollars, while navigating highly complex structures, as well as managing the personalities of the executives and investors at the table. In executing these deals, he has a unique vantage point in seeing how the ultra-rich think and execute their strategies. Given recent events and the recession crunch many business owners are facing, this episode is very timely. 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
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 | |||
| The Biohacking Investment Banker w. Wesley King | 25 Jun 2020 | 00:46:40 | |
Wesley King has come to be known as the Biohacking Investment Banker. In this episode, we dive into three areas: financing companies, marketing to investors and biohacking for a better life. Wesley has brought together these three into a banking career and now the launch of his own firm, Coherent Capital. Wesley’s focus and commitment is on a sector that he’s both active in and passionate about, and also has an infinite lifespan in helping humans optimize and live stronger, healthier and more productive lives. 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 | |||
| Billion Dollar Exit from Battling the Titans w. Anthony Lacavera | 18 Jun 2020 | 00:36:22 | |
Anthony Lacavera, an extremely accomplished Canadian entrepreneur, is the founder and chairman of Globalive. Anthony built and sold a number of companies including WINDMobile, however, mistakes are made in the entrepreneur world, whether you’re seasoned veteran or an amateur. We shouldn’t be afraid of conversations that probe into difficult topics. Conversations around experience become an opportunity to make sure you have the right potential investors and provide a way for others to point out issues that indicate you might be too deep out to see. Anthony’s accomplishments no doubt speak for themselves, but it’s how he got there and how he was able to finance his way through these ventures that is most fascinating. 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 | |||
| Capital Markets: Does your team have what it takes? w. Andrew Osis | 08 Jun 2020 | 00:53:30 | |
When companies go public, and even before, they need to have a solid understanding of the capital markets. However, in Canada, there is a critical shortage of these skills in publicly-traded companies, which play a determining role in success. As a capital markets professional, Andrew Osis, co-CEO of Magnetic North Acquisitions Corp, has connected his corporate finance career to company building. From analyst roles to investment banking positions, Andrew has evaluated countless deals, managed capital, and been through billions of dollars of transactions. He shares insights from his 25-year plus capital markets career along with what Magnetic North does. They find companies with strong products or services which have management weaknesses, take control, and lend their expertise to turn things around. With his extensive experience in the capital markets, Andrew has seen that the biggest piece of success for a company is ultimately its people. 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 | |||
| Behind the mic with host, Cory Cleveland | 05 Jun 2020 | 00:26:41 | |
We're celebrating episode 50! It was suggested to do an episode where someone interviews me so I reached out to my good friend Mark Raffan, host of a #1 rated podcast, "The Negotiation Ninja". In this episode, we reflect on 50 episodes, lessons from our guests and talk about what lights me up with the how-to properly finance deals and engage investors. 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 | |||
| Size versus Strategy: Exploring Real Estate Dynamics w. Evan Curtis | 31 Jan 2024 | 00:45:36 | |
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/47G8LVM 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. | |||
| Can ESG create capital gains? | 29 May 2020 | 00:40:36 | |
ESG is becoming a strategic advantage. Ebel Kemeling is the Managing Director of ESG and Responsible Investing at MJ Hudson. Ebel advises fund managers and companies on how to establish, execute and measure long-term Environmental, Social and Governance programs - or ESG. The amount of capital now seeking sustainable growth through sustainable investments is staggering and that means ESG has grown beyond just being a thematic niche for some private equity managers. As we discuss, having an ESG program in your company can become a very valuable long-term advantage for not only attracting capital but also attracting top talent, de-risking the business and also doing better for the planet. 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 | |||
| Risks and Rewards of Going Public w. Richard Carleton | 21 May 2020 | 00:37:11 | |
What are the benefits of going public? And most importantly, what are the risks versus the rewards of making such a decision? Richard Carleton is the CEO of the Canadian Securities Exchange (CSE), which plays a material role in supporting early-stage companies and their access to the capital they need for executing their business plans. Richard and the CSE are making a point of living their slogan of being ‘the exchange for entrepreneurs’. Richard tells us that one of the CSE’s goals is to lower the cost of capital for companies when compared against other capital sources, like private equity or venture capital. Overall, Richard’s one rule for standing out is to communicate, communicate, communicate! 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 | |||
| $750 million GONE! w. Oren Klaff | 12 May 2020 | 00:37:39 | |
Oren Klaff is the best-selling author of Pitch Anything and Flip the Script, and a successful entrepreneur and financier. Oren has raised hundreds of millions for companies and has strong opinions on how to do it correctly. Oren's approach to capital raising will make you throw out everything you thought you knew about selling you and your business. He sheds light on why your sales, marketing, or even relationship-building skills aren't your strongest tools. In fact, they may even hinder your ability to fundraise. His thinking around raising capital for big ideas is a paradigm shift. When you go into a pitch meeting, you need to know your audience while also demonstrating that you don't need 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 | |||
| Chicken S#!t CEOs w. Mogens Smed | 06 May 2020 | 00:35:44 | |
Mogens Smed has been referred to as “the most fireable CEO”. In fact, he is an outstanding success that caries this as a badge of honor. He has achieved great success, building himself, his teams, and his companies up from a very painful bankruptcy almost 40 years ago. He has built two multi-hundred-million dollar public companies and he is on the way with a third – Falk Built. In this interview, you are going to hear from an entrepreneur and leader that has paid a heavy price for staying true to his vision and values. Mogens doesn’t waver in his convictions and that has lead some to say he is polarizing. He speaks with such conviction about what it really means to be a CEO and he has the experience to do it. 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 a $100,000,000 Series B. with Jason VandeBoom - Ep. 45 | 02 May 2020 | 00:39:47 | |
Jason VandeBoom has bucked the Silicon Valley trend of raising money wildly and living to "fail fast". Jason is the founder and CEO of ActiveCampaign. He recently raised a $100,000,000 Series B financing for his company, but unlike so many software entrepreneurs, he has been building his same business for over 15 years. In this episode, Jason shares with us why he chose a measured approach to grow ActiveCampaign. For him, valuation figures do not correlate with validation. Instead, the customer experience is his North Star, so much so that he still reads customer reviews to keep his finger on the pulse of the company. Jason and his service-minded approach to business is truly inspiring. We loved having him on the show. Be sure to tune in. 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 for Big Ideas w. Daniel Eberhard | 24 Apr 2020 | 00:34:20 | |
Dan Eberhard is the CEO of KOHO, a fintech company that focuses on democratizing the best financial products for Canadians, This is his third successful startup. His first was a decentralized wind energy company that he sold after reaching $70 million in assets! 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 | |||
| Canada's Best Venture Partner w. Bruce Croxon | 18 Apr 2020 | 00:42:44 | |
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. 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 | |||
| Content Marketing and Capital Raising in Real Estate w. Ellie Perlman | 08 Apr 2020 | 00:42:58 | |
Content marketing and capital raising in real estate are rarely discussed in detail. So, today we speak with Ellie Perlman about the ins and outs of financing real estate investment ideas. Her approach is that her success for herself and her investors is partly due to her taking the conservative route. She compares the current economic crisis with the recession of 2008, helps listeners to recognize the opportunities in the market, and provides guidelines around reasonable fees to charge as a sponsor. We discuss how her former experience as a commercial real estate lawyer has served her and shares her views on what listeners should be doing now during this economically volatile period. Tuning in to this episode, listeners will hear how Ellie and her partners make money with real estate, the type of properties and locations they focus on, how often they close a deal, and how content marketing is helping them to gain exposure. 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 | |||
| Managing Financial Crisis During COVID-19 w. Howard Katz | 04 Apr 2020 | 00:33:11 | |
At the best of times, investment banking is a high stakes game; add in a global health crisis and you have a really stressful situation! To bring some calm to the storm is returning guest Howard Katz, a Managing Director at Mackie Research Capital. He offers some much-needed perspective on staying steady and avoiding panic in these times. Howard was on the show just four weeks ago, which now feels like a completely different time! His advice from the frontlines is really helpful and he assists in placing this crisis in context, looking back at the 2008 crash and offering some insight into the relief measures that have already been taken. These are such unprecedented circumstances and it is really reassuring to hear some positivity right now! The main message here is that, for better or worse, it is a crisis that we are all in together. Howard believes that positive and proactive communication is our biggest tool for making it through this, so listen to hear all about it. Stay safe and stay tuned! 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 | |||
| Debt Financing in Troubling Times w. Iliya Zogovic | 26 Mar 2020 | 00:44:54 | |
In less than a month, global indices have fallen over 30%, widespread quarantines have been mandated, and we are all wondering what the new normal is going to be. Iliya is the CEO and co-founder of DBD Partners, a lower to mid-market investment bank that provides M&A services, capital formation, debt restructuring, and co-investing. He and his team focus on deals that are between $20 to $80 million dollars in revenue, both on the buy and sell-side of the transaction. History shows huge growth after crises, so we get into the question of how to approach raising capital, specifically raising debt financing for your company. Iliya provides some fresh perspectives about the fundamental differences between the way debt investors and equity investors think. 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 | |||
| Elevating Investor Relations for Market Success w. Tom McMillan | 17 Jan 2024 | 00:35:04 | |
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/3O6idLl Check out some of our most popular episodes: Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW Stay in the know and follow along: 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 Means Taking Risks w. Kyle Dunn | 19 Mar 2020 | 00:56:45 | |
Kyle Dunn, CEO of Meyler Capital, sheds light on the importance of building a brand when raising capital and the requirement to take 'marketing risk' in doing so. Kyle and his team help fund managers raise capital for their investment funds. He makes the point that great marketing is about building loyalty and brand integrity, which means that raising capital should not start with asking investors for money. Kyle also highlights that raising capital requires differentiation. It is far less about gaining legitimacy in the initial contacts with investors and more about competing for their time. 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 | |||
| Investment Banking and Business Building w. Howard Katz | 12 Mar 2020 | 00:47:21 | |
Howard Katz is a rare breed. Not only is he a career investment banker, but he was also the CEO of a gold exploration company that he successfully sold. Having seen both sides, he has unique insights into raising capital and growing companies. In this episode, Howard sheds light on the importance of capital and why companies must work with an investment firm that helps them access the right kind of capital. Not all capital and investors are created equal, so it's vital to ensure aligning values and goals. Once CEOs realize their investment bankers are their allies, it’s bound to be an unstoppable force. Be sure to tune in today! 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 | |||
| You Need to Understand Venture Financing w. Michelle Scarborough | 04 Mar 2020 | 00:57:52 | |
Michelle Scarborough joins us from BDC Venture Capital to talk about her work as a VC and to share some wisdom for all those startups looking for better funding practices! Michelle Scarborough is the managing director of the Strategic Investments Fund and the Women in Technology Fund at BDC and manages over 200 million dollars in capital. She delves into the human side of venture investments and how these play out during pitching and ongoing relationships. We discuss her perceptions of the role of a VC and the kinds of entrepreneurs that she looks for. She has so much great insight and many of the thoughts she shares could be the thing that helps you land your next investor, so join us to hear it all! 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 | |||
| Why Video Changes Minds w. Taylor Thoen | 27 Feb 2020 | 00:42:06 | |
Investor relations is changing - In Canada alone there are over 500 press releases a day from public companies. So how do you stand out? Taylor Thoen is the founder and CEO of Business Television (BTV) where she has been at the forefront of reaching investors with the most powerful form of media - being video. We asked Taylor to be on the show to get her perspectives on marketing public companies and engaging investors. She’s been doing this for over 20 years, so she not only knows the media industry but she also knows a thing or two about how public companies should be planning and executing their investor marketing programs. 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 | |||
| Introducing Connect2Investors | 19 Feb 2020 | 00:24:08 | |
In today’s markets, all public companies are facing a similar problem. That problem is how public companies find and engage the roster of service providers needed to properly manage public investor relations programs. Joining us today is Neil Lock, the founder of a new company that is tapping into exactly that problem. Neil and his team are working towards creating an online destination that brings together all of these service providers to one spot, enabling executives and IR professionals to increase and evaluate their options more effectively. 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 | |||
| The untold story with Anthony Milewski | 12 Feb 2020 | 00:51:54 | |
Anthony Milewski, whose ties to Russia and his role as the former CEO of Cobalt 27 are part of a fascinating career. Success can bread envy and false narratives, especially in today's media. So, naturally, we needed to interview him. Anthony takes us from his early days growing up in a small town in eastern Washington to the beginnings of his legal and finance career in Russia. It was there that he gained exposure to international mining and energy deals. He's since led some remarkable deals and now has his eyes set on nickel as the chairman of Conic Metals. 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 | |||
| Real Estate Investing with Praveen Varshney | 05 Feb 2020 | 00:44:21 | |
Real estate investing offers cash flow, but at what risk? Praveen Varshney joins us for a second time to speak about his passion for this asset class. Praveen started his career focusing on public venture capital deals, particularly in the resource and tech space, but for the last fourteen years, he has diversified into various real estate properties and projects. In this discussion, Praveen gets into why he loves real estate, the different asset classes he has experience in, and how he structures deals using LPs, GPs, and private company arrangements. He sheds some light on what to look for before joining syndications, as well as the typical locations and multifamily asset classes he prefers. Joining this discussion, you will also hear how Praveen likes to manage his properties, and he shares some tips for how to give back as an investor, but also how to push returns up even further while doing so. 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 | |||
| Brad Feld - Life of a Venture Capitalist | 29 Jan 2020 | 00:43:19 | |
Brad Feld is a legend in the venture capital world. He is a co-founder of the Foundry Group and co-author of the seminal guide to venture capital, Venture Deals. Brad speaks with us about the book and weaves in examples and experiences from his career in venture capital. We also go further to discuss his more personal relationship with art, meditation, and his journey with anxiety and depression. Venture Deals, in its fourth edition, is a must-read if you are raising 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 | |||
| Education Before Solicitation Builds Trust | 23 Jan 2020 | 00:35:39 | |
Times have changed... Now, especially for public companies, content publishing, and thought leadership is a requirement to be seen and heard. Our guest today, Chris Smith, is a founding partner of Investing News Network (INN), an investor media company that publishes educational content about public companies and the industries they compete in. Readers come to INN to gain insights and educate themselves on a range of industries while also having an opportunity to connect with public companies and invest. They provide a valuable service, both for their investor audience and their clients, being public companies. But this drives a conflict of interest. This inherent tension is something Chris is cognizant of which is why producing independent content is so important to the mission of INN. Through not pandering to companies and remaining objective, INN maintains its integrity while helping pubco's credibly reach new potential investors. There is lots to learn here. Tune in! 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 | |||
| The Fine Print of Raising Capital with Kevin Vela | 15 Jan 2020 | 00:45:59 | |
What if you built and sold a multibillion-dollar company, only to get a cheque for several million dollars, or worse, only a few hundred thousand? Believe it or not, this could happen. It can be the result of not navigating their company through the stages of financing properly. Kevin Vela, founding partner of Vela Wood, joins us to discuss the ins and outs of working with your lawyer and properly financing your company. Vela Law is a boutique corporate law firm that focuses on M&A, private equity, and venture financing. Part of Kevin’s work is to make sure his clients avoid the painful mistakes of improperly raising capital, particularly at the early stage. Kevin speaks with such passion and in-depth knowledge of his field. He gives a wealth of insights into the legal processes that all founders and financiers must go through during a venture deal. Some of the key takeaways are his advice for what founders need to provide before seeking financing, and what they should look out for to make sure they maintain a reasonable share of their company as they grow. 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 | |||
| Redefining Law: Billable Hours vs. Value Based Pricing w. Brett Colvin | 04 Jan 2024 | 00:41:33 | |
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/41L32MU Check out some of our most popular episodes: Stay in the know and follow along: 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. | |||
| The Best Companies Over-Communicate | 08 Jan 2020 | 00:44:33 | |
Codie Sanchez is a Partner and Managing Director of Entourage Effect Capital, which is one of the largest growth equity funds in the cannabis space. Codie has a fascinating background, starting her career as a journalist focusing on human and drug trafficking. From there, she moved into the financial space, working at Vanguard, State Street, and Goldman Sachs before moving more directly into the venture capital game. After a personal investment in cannabis companies, she followed this by joining Entourage Effect Capital to make an impact in the nascent market and make the most of the current climate. We hear from her about what she looks for in new investments, how venture funds actually work and the important ideas of trust, valuation, communication, and integrity. This is such powerful information for entrepreneurs and can make a huge difference in your efforts to raise 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 | |||
| Taking Your Company Public | 13 Dec 2019 | 00:58:28 | |
In this episode, we talk about going public! Delilah Panio, Vice President at the TMX Group joins us to discuss what it means and what it takes to go public. Delilah focuses on educating high potential ventures on the benefits of using the TSX and/or the TSX Venture as an opportunity to raise capital list on a reputable market and potentially uplist to larger markets. We both agree that most companies aren’t meant to go public. But for those who are, the Canadian Public Venture Capital model is a very real opportunity to raise capital and grow. Being public requires a lot of investment beyond just listing fees. For example, an investor relations program is a priority in competing to attract and retain shareholders. That said, the potential upsides can far outweigh the costs. To become a publicly listed company, there is a process and best practices to follow. This interview is a big step towards shedding light on another valuable source of capital and growth. 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
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| Deciphering Family Office Investment | 13 Nov 2019 | 00:32:08 | |
Richard Wilson is the CEO of Family Office Club, PitchDecks.com and Centimillionaire Advisors. He speaks with us about the black box of family office money and how companies can tap into this enormous pool of investor wealth. We also discuss of all things, social media. One of the things that amazed me in this interview is how Richard has used informal, ‘real’ social media posts and blogs to attract multi-billion dollar clients to his business… That’s right… Richard shares with us how social media has been a cornerstone of his marketing program to attract and engage some of the wealthiest families in the world. 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 | |||