The Insider's Guide To Finance
by Cory Cleveland
The Insider’s Guide To Finance brings you stories from the front lines of financing public and private companies. We host seasoned CEO's, fund managers, bankers, brokers and business experts who answer your questions about how to properly finance opportunities and build outstanding success stories.We dig into the educational ‘how to’s' and mechanics of structuring good deals. You’ll also hear about strokes of luck, tense negotiations, the pressures of closing, as well as how to best engage investors and navigate the private and public markets.
Episodes
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From Investment Banking to Building Luxury Homes w. Allison Grafton
What does it take to be an authentic leader? Allison Grafton is the award winning President and Founder of Rockwood Custom Homes. In this episode, she shares the details of her journey, from kicking off a career in the male-dominated investment banking industry in the early 1990s to starting...
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The Dos and Don'ts of Private Equity w. Jeremy B. Hill
Finding a partner for your business should be as well-thought-out as finding a partner to marry! In today's episode of the Insider's Guide to Finance, we sit down with Jeremy B. Hill, the founder of JB Capital, to discuss his insights on private equity. Jeremy shares his journey in building...
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From Bridgewater to Breakthrough: A Tech-Driven Approach to Alternative Investments w. Bob Elliott
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...
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Zero-Loss Growth Investing in Tech Ventures w. Randy Garg
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,...
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Emotions, Strategy and Communication: Insights on Fund Management w. Bruce Campbell
How does an experienced fund manager evaluate a company before investing in it? In this episode we welcome back Bruce Campbell, President and Portfolio Manager at StoneCastle Investment Management, to share his seasoned insights on how he navigates the investment arena as a fund manager.…
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Developing Innovative Investment Products and Driving Market Growth w. Kimberly Ann Flynn
Investment products are more than just tools for growing wealth - they’re strategic assets that can define a company’s market position. That’s why in today’s competitive financial landscape, having an effective go-to-market strategy is crucial for companies to succeed and drive growth. In this...
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Strengthening Relationships with Sell-Side Analysts and Researchers w. Jason Gold
Are you overlooking the role analysts play in your company’s success? Many financial professionals do, missing out on opportunities to strengthen these valuable relationships. Today, with the help of Jason Gold, Founder and CEO of Resurge, we are finding ways to improve relationships with…
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A Portfolio Manager's Perspective of Small-Cap Companies w. Matias Grum
What’s the value that small-cap investments can offer to an investor's portfolio? In this episode, we sit down with Matias Grum, Senior Portfolio Manager and Investment Advisor at Raymond James Ltd., to explore the potential of high-growth small-cap companies for portfolio managers and their...
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Cutting the Golden Handcuffs w. Zahir Rajani
You can’t achieve entrepreneurial success without the courage to make bold decisions and the resilience to embrace the unknown. In this latest episode, Cory sits down with Zahir Rajani, the CEO and Co-Founder of Rajani Bespoke. With a track record of managing operations that generated over...
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Becoming an Insider in the Capital Markets w. Tommy Humphreys
Would you like to learn how a web developer became an insider in the capital markets? In this episode of The Insiders Guide to Finance, we have the pleasure of speaking with Tommy Humphreys, a true capital markets outsider turned insider. Tommy’s journey from a web design background to a…
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Integrity in Investor Relations in the Digital Age w. Nick Kuzyk
In today’s competitive business landscape, Investor relations plays an increasingly pivotal role in the operations of any strategic investment firm. But with the emergence of new technologies such as AI, how do you stay relevant and indispensable to your clients? Today’s podcast guest is here to...
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Culture, Kindness and a 7-Figure Exit w. Shawn Freeman
Shawn Freeman is not your average entrepreneur; he is a man with a heartfelt mission to improve lives through technology, community engagement and mentorship. His distinctive background in tech, coupled with a genuine passion for service, has paved the way for a unique career marked by…
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Riding Investment Waves in the Water Industry w. Riggs Eckelberry
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...
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Wins, Losses and Lessons Learned from a Prolific Exploration Geologist w. Craig Parry
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...
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Size versus Strategy: Exploring Real Estate Dynamics w. Evan Curtis
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…
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Elevating Investor Relations for Market Success w. Tom McMillan
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...
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Redefining Law: Billable Hours vs. Value Based Pricing w. Brett Colvin
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,...
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The Not So Obvious Tax Strategies for Entrepreneurs w. Faisel Syed
Tax season can be a stressful time for anyone, especially if you’re an entrepreneur or small to medium sized business owner. Many Canadians are confused by the complex tax system we have in place, and this lack of understanding could pose challenges to the growth and success of your business.…
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Why Gold and Precious Metals Should be an Investment Portfolio Staple w. Cam Currie
They’re called precious metals for a reason - they are rare, high in economic value and provide investors with a means of storing wealth. Today's guest is Cam Currie, senior investment advisor at Canaccord Genuity Wealth Management, and leader of Currie Metals & Mining Group. Cam joins us today…
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Profitable Farewell: the Art of Selling Your Business w. Jacob Koenig
Selling your business is often an emotional and strenuous process, but it doesn’t always have to be. In today’s episode, special guest and expert closer, Jacob Koenig shows us how to navigate the complexities of selling a business and key considerations for business owners preparing for...
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Digging Deeper: The Evolution of Royalties and the Future of Mining w. David Awram
Have you taken a serious look at how royalties can be an effective vehicle to finance mining projects? If you'd like to learn how a successful gold royalty company is built and how it can support the mining industry, investors and management teams, this episode is for you! Sandstorm Gold…
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A Professional Investor's Perspective On Qualifying Investment Opportunities w. Gabriel Alonso-Mendoza
How is a company evaluated by a professional investor? What are the first factors the consider before diving into the details? If you're curious, this episode is for you! The resources sector is cyclical by nature. As a result, commodity prices can be volatile, with fluctuating levels of demand...
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The Great Debate: Debt VS Equity w. Tom Klausen and Scott Sinclair
Choose your side – debt or equity financing and get ready for battle! Aspiring entrepreneurs and business owners looking to scale operations, this episode is for you. On this special episode of the Insider’s Guide to Finance, we dive deep into the heart of one of the most contentious topics in…
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The Evolution of The American Dream w. Todd Pigott
When you think of the American dream, do you think of the white picket fence? A swanky downtown job? In today's evolving world, the American dream has shifted, especially when it come to building businesses and investing. We unpack the changes in today's episode. Todd Piggott is a remarkable...
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The Correct Way to Sell Your Business w. Arthur Petropoulos
Are you a business owner at a stage where you need to either raise capital or sell your business but don't know how to evaluate options? You need to listen to this episode! Today’s guest, Arthur Petropoulos is here to help. His career began on Wall Street at an investment banking firm. Today,...
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The Lucrative World of Fine Wine Investing w. Anthony Zhang
What would it take to pitch investors the idea of high-quality wine investing and not only be successful at raising capital, but also turn it into a profitable project for all involved? Anthony Zhang is the Co-founder and CEO of Vinovest and he joins us today to share his method for financing…
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Becoming an Elite Business Leader Through Storytelling w. Peggy Klaus
Without good leaders at the helm of a company, how can your team succeed? Mistakes can often lead to personal growth if you can identify the opportunity! That's where today's guest, Peggy Klaus steps in. Peggy is an author, executive coach, and speaker. Her professional background spans the…
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How To Be An Outstanding Investment Opportunity Vs. Your Peers w. Nisha Hasan
As the world shifts to a digital landscape, the stress of spending thousands on flights, lodging, and wining and dining with your investors is gone. In fact, you don't even need to leave your couch to reach them. Connecting with investors has never been easier thanks to technology. Joining us…
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Enhancing Investor Relations Through Engaging Storytelling w. Alyssa Barry
Do you see people yawning when presenting your investor pitch in a boardroom? It's likely not the heavy lunch, you need to learn how to tell a good story. In this episode, we’re speaking with Alyssa Barry, co-founder of irlabs. Alyssa is an experienced capital markets and communications...
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A Creative Approach to Funding Climate Deals w. Manish Nayar
As an entrepreneur looking to raise capital, you'd be surprised to know that the cheque is not the main focus of an opportunity when investing in change and make a difference. It should come secondary to the value you and your team are bringing to the table. This is the mentality of our guest...
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Winning the Game of Tax w. Kim Moody
Finding a tax advisor that fits your needs as an entrepreneur is often a difficult task. Especially in jurisdictions like Canada as an example, where the role of a tax advisor isn't regulated and hiring a tax lawyer is a luxury many can't afford. Sound familiar? Kim Moody is the CEO and Director…
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Clothes and Community: Growing a Globally Recognized Brand w. Dustin Paisley
What does it take for a t-shirt company to become a brand that is recognized on a global scale? If you are having trouble finding the key to rising above your competitors, here are some insights from a success story that will broaden your perspective. Dustin Paisley is the co-founder of the...
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An Investment Banker's Advice on The Nuances of Financing w. Neil Johnson
Today, Neil Johnson, Founder and CEO of Duke Royalty joins us on the show to speak about how to deliver a pitch in order to be memorable. Duke Royalty is a leading royalty investment company that provides a unique financing solution without taking on traditional debt or raising equity. Neil has...
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IR, Tech, and Reaching the Right Investors w. Darrell Heaps
Being a public company is not easy. Many companies celebrate when they IPO, what they don't realize is how hard the capital markets road will be. Darrell Heaps, Founder and CEO of Q4 Inc. joins us today and shares how the decision to go public to understand the pains of his customers, turned out…
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Breaking Down Educational Barriers w. Sydney Montgomery
Raising capital is a difficult endeavour for all founders, doing it as a minority in an unpopular sector like EdTech can add another layer of complexity. Sydney Montgomery, CEO and Founder of Outline It breaks down who she's doing it in this episode. Outline It uses AI and machine learning to...
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An Investment Banker's Perspective on Financing Energy Transition Deals w. Peter Perri
Meet Peter Perri, an investment banker at Young America Capital who focuses on climate energy and infrastructure. Young America provides M&A, capital raising, and financial advisory services to family businesses and middle-market companies. Raising capital for any company is difficult. Financing...
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Formulaic Multifamily Investing w. Bob Dhillon
Bob Dhillon is one of Canada’s most prominent real estate moguls! He is the founder of Mainstreet Equity Corp. Bob is the epitome of purpose-driven hard work. In today's episode, you’ll hear the founding story behind Mainstreet Equity Corp. and how it developed into a TSX-listed company with over...
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Is ESG a Sham? w. Rhylin Bailie
Rhylin Bailie VP of Investor Relations at Equinox Gold Corporation is back on the Insider's Guide to Finance! She's here to share her insight on ESG (Environmental, Social, and Governance) in the mining industry and beyond. She brings a nuanced perspective to the world of ESG. Rhylin has managed...
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Bridging the Gap to Critical Resources for the Energy Transition w. James Hill
We’re joined by James Hill, president, and CEO of MCF Energy. He is a lifelong geologist and leader in global energy. For more than 40 years, James has traveled the world in search of energy assets. Many parts of the world have faced shortages and increased prices in the oil, gas, and electricity...
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The Unique Opportunities of SaaS and AI w. Kevin Petersen
Kevin Petersen is the founder and CEO of Growth Stack Inc. Growth Stack Inc. works with founders to leverage its expertise to speed up growth by infusing capital and adding infrastructure. His career as a marketing automation specialist spans over two decades. Kevin has worked with companies such...
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No Nonsense Guide to the Carbon Markets w. Bill Flederbach
In today’s episode, we sit down with Bill Flederbach, President and CEO of ClimeCo. Bill discusses the carbon management industry, opportunities, and insights from his extensive experience. ClimeCo is a sustainability company that focuses on advancing the low-carbon future with market-based...
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How To Turn Advertising Spend Into Shareholders w. Ian Vecmanis
Many CEOs and investor relations professionals throw money into paid ad campaigns without a clear understanding of who they want to target, the right budget, and how to measure success. The hope is that somehow the money they spend will magically translate into a higher share price. In this...
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A Philosophy That Trumps All w. Orestes Fintiklis
Founder of Ithaca Capital and Vice-Chairman and Chief Corporate Strategy and Business Development Officer of Mondee Holdings, Orestes Fintiklis joins us on the show. Mondee is a one-of-a-kind company in travel tech. The company is filling the gaps caused by inconsistencies in the industry. The...
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Finding Golden Opportunities to Success w. Deven Soni
As the years have gone by, Deven Soni is the co-founder and CEO of Matador Gold Technologies. He has bought and built many businesses throughout his career. Deven has extensive experience in M&A and technology private equity. During his time at Goldman Sachs and Highland Capital Partners, he...
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Understanding Why AI Isn’t Scary or Dangerous w. Eric Daimler
Eric Daimler is a six-time entrepreneur and Founder and CEO of Conexus. The company helps organizations exchange data, even under the most complex of circumstances. Eric brings extensive knowledge of Artificial Intelligence (AI) to the show. He served as a former Presidential Innovation Fellow…
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Making Waves as One of Canada's Fastest-Growing Wealth Management Firms w. Danny Popescu
We sat down with Danny Popsescu, CEO of Harbourfront Wealth Management. We learn about the struggles he faced when starting a business and how his failures helped him grow. Harbourfront Wealth Management is one of Canada's fastest-growing wealth management firms. The company has a $500-million...
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Capturing the Gold Industry’s “Missing Middle” w. David Garofalo
David Garofalo is the CEO and Chairman of Gold Royalty Corp. The company offers financing solutions to the metals and mining industry. Their mission is to invest in high-quality, responsible, and sustainable mining operations David has over 30 years of experience in the development of...
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A Deep Dive Into the World of Investment Banking w. Jean-Marc Bougie
In today’s episode, we speak to Jean-Marc Bougie, who has had a remarkable career in the capital markets. Jean-Marc is an accomplished business leader and CEO. His distinguished career spans over two decades. He is a trusted advisor and consultant. As an advisor and consultant, he provides…
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Why You Need Meaningful Relationships with Investors w. Rhylin Bailie
Rhylin Bailie has over 26 years of experience in investor relations and currently serves as VP of Investor Relations at Equinox Gold. Equinox Gold is a growth-focused mining company. Currently, the company has seven gold mines. They are working towards their plan to increase production through…
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The Value of Your Privacy w. Greg Ramsay
Privacy lawyer Greg Ramsay joins us on the show to dive deep into the world of privacy law. You might be wondering, what is privacy law? How do these laws apply to me and my company? Why should entrepreneurs and executives care? Privacy law is a hot subject right now. Especially as many countries...
About this show
The Insider’s Guide To Finance brings you stories from the front lines of financing public and private companies. We host seasoned CEO's, fund managers, bankers, brokers and business experts who answer your questions about how to properly finance opportunities and build outstanding success stories.We dig into the educational ‘how to’s' and mechanics of structuring good deals. You’ll also hear about strokes of luck, tense negotiations, the pressures of closing, as well as how to best engage investors and navigate the private and public markets.
Hosted by
Cory Cleveland