Shows
The Insider's Guide To FinanceCutting the Golden Handcuffs w. Zahir RajaniYou can’t achieve entrepreneurial success without the courage to make bold decisions and the resilience to embrace the unknown. In this latest episode, Cory sits down with Zahir Rajani, the CEO and Co-Founder of Rajani Bespoke. With a track record of managing operations that generated over $200,000,000 in annual revenue, Zahir is renowned for his contract negotiation and systems implementation. However in 2023, Zahir made the unexpected decision to leave his life as a high performing real estate executive, to start a bespoke clothing brand. The success of which speaks to his exceptional leadership and business acumen. Tu...
2024-06-0547 minThe Insider's Guide To FinanceOur Biggest Lessons From Over 100 Episodes w. Cory ClevelandOur host, Cory Cleveland as he reflects on some of the milestones from 2022. There have been many big wins, lessons, and even a few failures that are well worth looking back on. We've interviewed over 100 CEOs and IR pros and this past year, we published our hundredth episode! An achievement that is still quite amazing to us. There have been some highly accomplished guests on our show and wonderful connections made. In today's episode, we reflect on standout moments from the past 12 months and some of the key takeaways.
2023-01-0441 minThe Insider's Guide To Finance4-Day Work Weeks are a Gift – Not a Right w. Joe O'ConnorJoining us in conversation today is Joe O’Connor, CEO of 4 Day Week Global. Building on our discussion with Andrew Barnes, Joe is here to deepen our understanding of the Four Day Work Week. He explains the implementation of the program and expands on why it can be a critical competitive advantage for a company. Some of the biggest brands in the world are pursuing this, or have already implemented it, so don’t get left behind!Joe also shares how he became involved in working for Four Day Week, and why h...
2022-04-2736 minThe Insider's Guide To FinanceHow to build strong bonds with your team w. Mogens SmedMogens Smed, CEO and founder of Falkbuilt, returns to the show! He's been dubbed as the world's most fireable CEO. In this episode, he speaks about his leadership, loyalty, and longevity in the business world.Mogens outlines the evolution of his leadership style over the years. He shares moments when individuals take advantage of the enduring style of loyalty. You'll also hear the overwhelming number of times it's been the key to success! The conversation also touches on the future and the importance of leveraging communication tools in a post-pandemic world. To hear top adv...
2022-04-1330 minThe Insider's Guide To FinanceWhy a 4-Day Week Works w. Andrew BarnesIn the world of public markets and quarterly reporting, it is easy to forget the power of company culture. Andrew Barnes is a financier and entrepreneur turned workplace culture crusader. He joins us to talk about the four-day workweek movement he is spearheading. Andrew’s eclectic career has spanned banking, tech entrepreneurship, acquisitions, and more. He talks about how he was unhappy in life while he was in banking and the moves he made to end up in a position where his work didn’t provide only money but meaning too. A...
2022-03-3058 minThe Insider's Guide To FinanceDebt vs. Equity - The "Anti-Equity Advisor" w. Tom KlausenTom Klausen is the "Anti-Equity Advisor". He makes the point that too many small and medium-sized business owners think that selling equity is the simplest and best way to raise capital.Tom says this could not be further from the truth. Tom is the founder and CEO of True Viking Finance, an advisory and lending company that makes use of debt financing tools that allow owners to grow their businesses while retaining full equity! Growing businesses face many hurdles and the last thing you need as an owner of a growing business is someone coming in and...
2022-03-021h 03The Insider's Guide To FinanceWhy "Investor Experience" Matters w. Dean NauglerDean Naugler, VP of Corporate & Shareholder Services at Olympia Trust Company, where he has a very unique view into both public and private companies - especially their shareholder matters.In this episode, we get into the importance of a great investor experience, succession issues faced by businesses and behind the scenes view of what it is like being one of Canada's Top Employers.The public capital market is very different from the private capital one, and Dean has a wealth of valuable advice to share for companies who are...
2022-02-1741 minThe Insider's Guide To FinanceTrumping your Insurance Co. w. Wesley Sierk IIIKey Points From This Episode:• Wesley shares the realizations and learnings which led him to found his company, RiskManagement Advisors.• An explanation of what captive means in the context of insurance companies.• When it makes sense for a business to set up their own private insurance company.• What captive insurance can look like in the construction industry.• The industry which struggles most to get insurance.• Different laws that govern insurers and reinsurers.• Why Wesley refers to insurance companies as investment vehicles.• How Risk Management Advisors help their clients get a much higher yi...
2022-01-2059 minThe Insider's Guide To FinanceInvesting in Lawsuits w. Edward TruantThe career path that led Edward to litigation finance. David versus Goliath: the origins of litigation finance. Why a trial or an arbitrage outcome is a negative outcome for fund managers.What types of cases require litigation financing.Miller UK versus Caterpillar: the returns on investing in a good David versus Goliath situation.With and without cause: the situations where fund managers can back out of the agreement. Edward’s advice on finding a fund manager and how to gain experience as one.Find out Edward’s experience in private equity over the last 30 years.The seven best practice elements to liti...
2021-10-2738 minThe Insider's Guide To FinanceUnderstanding Carbon Capture w. Craig GolinowskiCraig shares the goal of his company, Carbon Infrastructure Partners.Economic elements driving carbon capture and storage. The importance of policy designs around carbon prices. Where the majority of the 40 billion tonnes of annual CO2 emissions come from. How to deal with our energy problem, as the energy demands increase. Three themes that dominate the energy industry. Limitations of wind and solar energy-producing systems.Craig explains the process of creating electricity through natural gas or coal.How carbon is captured. The difference between negative and avoided emissions.Costs of carbon capture. Investment potential of carbon infrastructure.Why Craig thinks we need to...
2021-10-131h 02The Insider's Guide To FinanceRising Inflation and a Tumultuous Market w. Alasdair MacleodAlasdair shares what he’s learned from four decades of working in changing markets.Insight in Alasdair’s realistic assessment of banks today.The history of banks being saved by governments, going all the way back to the 1800s.Alasdair’s opinion on the current market and credit conditions and how CEOs, small business owners, and investors should be preparing themselves.How small businesses have been adversely affected by the pandemic.How the banking system facilitated the current state of the markets.The culture of American stockbroking and how it’s affected British attitudes towards the market.How regulatory changes will imp...
2021-09-2348 minThe Insider's Guide To FinanceWhy Uranium? w. Scott MelbyeNuclear energy will change our world. It has the power to change the negative impacts of energy production as well as becoming an increasingly exciting area to invest.Scott Melbye is the CEO of the Uranium Royalty Corp, which is focused on making strategic investments in uranium assets. Scott brings with him over 37 years of experience and has powerful insights into both the commodity side of uranium and the royalty and streaming deal side of things. In this episode, Scott offers a look at Uranium Royalty Corp, its structure, and what their partnerships look like. We hear...
2021-09-1046 minThe Insider's Guide To FinanceThe In’s and Outs of Buying and Selling Businesses w. Peter LehrmanPeter shares some background information about himself and his company, Axial. Explanations of the various different types of buyers who make use of the Axial platform.How Axial categorizes the businesses that are sold through their platform.Two business deals which have recently been closed through Axial. Reasons for the high amount of activity in the small business M&A economy.Peter runs through the process of buying a business that is explicitly for sale, and the process of buying one that is implicitly for sale. The range of lengths of time it can take for a business to be sol...
2021-09-011h 19The Insider's Guide To FinanceThe New Frontier of Helium Exploration w. Chris BakkerWhen most of us think of the helium industry, we generally go straight to balloons and funny voices. In today’s episode, we get together with Chris Bakker to discuss helium’s many uses in a variety of fields, from healthcare to high tech, and why there’s no real substitute for it. Chris is the CEO of Avanti Energy Inc., has had a long career in oil and gas, and is also an economist, placing him in a unique position to capitalize on helium discovery and exploration.We discuss...
2021-07-3036 minThe Insider's Guide To FinanceNietzsche and Entrepreneurship w. David JilkIn today’s episode, we get together with David Jilk, a serial entrepreneur, software engineer, startup advisor, and author. We talk about David’s latest book The Entrepreneur's Weekly Nietzsche: A Book for Disruptors which he co-wrote with his longtime friend and colleague Brad Feld, and how he transitioned into the field of writing.David talks about his writing process and how it differs when writing poetry versus constructing essays. He explains that rather than writing another business book they wrote a resource to facilitate the contemplation of situations, especially since entrepreneurs are notoriously people of action.
2021-06-0354 minThe Insider's Guide To FinancePart 2 - Steven Van Metre on Mindset and Personal StrugglesIn today’s episode, we continue our conversation with Steven Van Metre, financial planner, portfolio manager, and an increasingly recognized commentator on macroeconomics and the global financial system. During the second part of our interview, Steven opens up about his personal struggles regarding his health. He explains how the medical establishment undermined his ability to receive a diagnosis for years. Steven shares how he received inspiration from a friend upon learning of his genetic condition and how he has learned to manage his energy and use his strengths to his advantage.
2021-05-2849 minThe Insider's Guide To FinancePart 1 - Steven Van Metre on Macroeconomics, Media and MindsetIt’s very common for business owners to neglect taking the long view of their company for five, or even ten years down the line. Especially, since you become conditioned to think in quarterly and annual outcomes. This is not the case for today’s guest Steven Van Metre; a financial planner, portfolio manager, and an increasingly recognized commentator on macroeconomics and the global financial system. His professional accomplishments are matched by his success on social media platforms, particularly YouTube where he has a following of over fifty thousand people. Steven has featured as a guest on estee...
2021-05-1852 minThe Insider's Guide To FinanceThe Potential of Carbon Credits w. Anthony MilewskiThe time has come for environmental issues to take the stage; with companies being pressured from all angles to employ sustainable practices and offset their carbon footprints.Our guest on today’s show is already way ahead of this trend. Anthony Milewski has been financing and building mining and exploration companies for many years. He has also always been passionate about the enviroment and decarbonization. In this episode, Anthony enlightens us about the two carbon markets that exist; the ways that these markets have developed over the years; and how the process of acquiring and extinguishing carbon cr...
2021-05-1243 minThe Insider's Guide To FinanceRaising Real Money by Crowdfunding w. Jake HoffbergAs someone who has worked with entrepreneurs for many years, and as an entrepreneur himself; self-proclaimed cynical optimist, Jake Hoffberg, has a wealth of knowledge on the topic of raising capital. The first half of our discussion largely focuses on crowdfunding. Prior to the JOBS Act, the capital raising environment for entrepreneurs was, for various reasons, very limiting. Jake explains the numerous benefits which arose for founders and investors when crowdfunding portals came into existence. However, just because it is now easier to raise capital, doesn’t mean that everyone should be doing it. In...
2021-05-0559 minThe Insider's Guide To FinanceMaking M&A Work w. Jon OuelletteThe vast majority of mergers and acquisitions don’t work out well. Jon Ouellette, a lifelong entrepreneur and our guest on today’s show; has insights as to why this is the case. He also explains what CEOs need to be aware of in combining companies through M&A. He should know as he combined 35 companies into one before being successfully sold to an international buyer.It all comes down to people. Human performance is what creates value; and if the people who work for you aren’t aligned with your vision for the company, there is a high...
2021-04-2744 minThe Insider's Guide To FinanceStart-Ups and SPACs w. Douglas EllenoffLosing money is always going to be a part of the venture capital game. However, it’s how the money is lost that matters.With 30 years of experience as a securities lawyer working regularly with entrepreneurs, and as the founder of two legal-tech companies; Doug Ellenoff has a wealth of knowledge to share which will benefit anyone in the start-up world. His goal is to help entrepreneurs raise capital in a way that is socially responsible and protects investors; and everyone should be on-board with this mission. Doug is a firm believer that having mo...
2021-04-2241 minThe Insider's Guide To FinanceWhat Companies Can Do to Best Manage Investor Relationships w. Rick RuleIn today’s episode, you’ll hear from Rick Rule, now the former President and CEO of Sprott US Holdings. Rick is outspoken to say the least, but still seems to consider every word carefully. His entrance into the finance industry is a story worth listening to twice, and the people he learned from can be credited with leading the frontiers of the Canadian venture capital industry. In the first part of this interview, Rick says, “I look forward to being useful.” This seems like a bit of a dismissive remark at first but, as you’ll hear, Rick’...
2021-04-1452 minThe Insider's Guide To FinanceDestination Success w. Peter ThomasThe path to success takes many steps. Today we sit with Peter Thomas to learn from his journey and hear about each of the steps that he took to build his illustrious career. Peter’s a lifelong entrepreneur, real estate investor, developer, and financier. We open our conversation with Peter by hearing his professional history. After hearing about how the sales aspect of his past role impacted his career ethos, Peter talks about how a combination of sheer luck and perfect timing have been among his most important ingredients to success. Though it hasn’t always been sunsh...
2021-04-0639 minThe Insider's Guide To FinanceBuilding a Successful Company in a Bad Market w. Douglas HurstOne of the biggest questions in the “new normal” economy is how do you build a successful business during a global recession? In today’s episode, you’ll hear from Douglas Hurst. A person that knows all about building a successful company in a bad market! Doug is Chairman of Northern Vertex Mining Corp. He is also a lifelong miner who started his career as an exploration geologist. He eventually transitioned into working as a mining analyst, before becoming a notable mining entrepreneur and executive. There’s no doubt that he truly enjoys the work he does and the car...
2021-03-3046 minThe Insider's Guide To FinanceKnowing Your Numbers w. Codie Sanchez - Part 3In this three-part miniseries, you’ll hear from Codie Sanchez. She is a venture capitalist and a former investment banker and journalist. She joins us today to enlighten us on why knowing your numbers as an entrepreneur is crucial. Codie is the Managing Director and Partner at Entourage Effect Capital. They are a growth equity firm focused specifically on investing in the legalized cannabis industry. She is also the Founder of Contrarian Thinking. It is a newsletter designed to help curious entrepreneurs and philosophical execs to think like contrarians. In this final episode, Codie talks about capitalization tab...
2021-03-2208 minThe Insider's Guide To FinanceKnowing Your Numbers w. Codie Sanchez - Part 2In this three-part miniseries, you’ll hear from Codie Sanchez. She is a venture capitalist and a former investment banker and journalist. She joins us today to enlighten us on why knowing your numbers as an entrepreneur is crucial. Codie is the Managing Director and Partner at Entourage Effect Capital. They are a growth equity firm focused specifically on investing in the legalized cannabis industry. She is also the Founder of Contrarian Thinking. It is a newsletter designed to help curious entrepreneurs and philosophical execs to think like contrarians. In part two, you’ll find out more about...
2021-03-2207 minThe Insider's Guide To FinanceKnowing Your Numbers w. Codie Sanchez - Part 1In this three-part miniseries, you’ll hear from Codie Sanchez. She is a venture capitalist and a former investment banker and journalist. She joins us today to enlighten us on why knowing your numbers as an entrepreneur is crucial. Codie is the Managing Director and Partner at Entourage Effect Capital. They are a growth equity firm focused specifically on investing in the legalized cannabis industry. She is also the Founder of Contrarian Thinking. It is a newsletter designed to help curious entrepreneurs and philosophical execs to think like contrarians. In Part 1, she shares reasons why she invests in small bu...
2021-03-2209 minThe Insider's Guide To FinanceAttracting More Investors Through Clear Messaging w. Matt BadialiMost companies struggle to engage long-term investors because they aren’t able to present a clear and compelling narrative. This insight comes from Matt Badiali, a financial analyst and writer who joins us today to talk about building stronger investor relationships through storytelling. After chatting about his background as an analyst and writer, we ask Matt to share his top advice on captivating investors. His answers highlight the link between focusing on clarity, presenting your value proposition, and engaging investors. Join us and benefit from Matt’s insider perspective on attracting more investors through clear communication.Check out...
2021-03-0839 minThe Insider's Guide To FinanceIs Going Public Right For You? w. Nick FindlerToday’s guest is Nick Findler, CEO of GoPublic.AI. Nick and his partners have come together to match entrepreneurs with financiers and brokers in raising capital and taking companies public on the junior Canadian stock markets. For entrepreneurs looking to raise early-stage capital, GoPublic.AI aims to educate and match them with good financing groups. For brokers and financiers, Nick and his team are tackling the problem of finding good, consistent deal flow. Their platform automates this process while also educating and preparing entrepreneurs for what it takes to deal in the public markets.Check out so...
2021-02-1932 minThe Insider's Guide To FinanceThe Future of Finance w. Carlos DomingoCarlos Domingo is the co-founder and CEO of Securitize. He and his team have been applying the power of blockchain to managing private and public securities. They are able to efficiently take investors through the entire servicing of assets – from buying or subscribing to shares, to managing Know Your Client requirements, cross border regulations, and establishing clear transfer of ownership.As a former Corporate Venture Capitalist, Carlos speaks to how he’s applying that experience to raising capital for his company now. Carlos has taken on an industry steeped in complexity and bureaucracy. I think his l...
2021-02-1042 minThe Insider's Guide To FinanceDavid vs. Goliath w. Skip The DishesChris Simair is the Managing Director of Harvest Builders and former co-founder of Skip the Dishes. Skip the Dishes is a true David versus Goliath story. He and his team bootstrapped Skip through the toughest days and ended up selling for hundreds of millions. Now Chris is running Harvest Builders, a hub for supporting the launch and growth of remarkable technology companies across the Canadian prairies.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite...
2021-01-2740 minThe Insider's Guide To FinanceBuilding Billion Dollar Successes w. Lukas LundinLukas 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 k...
2021-01-1329 minThe Insider's Guide To FinanceA Year In Review With Your Host, Cory ClevelandWelcome 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...
2020-12-3007 minThe Insider's Guide To FinanceAdvocating for Venture Capital and Private Equity in Canada w. Kim FurlongKim 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 epis...
2020-12-0937 minThe Insider's Guide To FinanceThe Human Side of Raising $100 Million w. Jason TanRaising 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...
2020-11-2747 minThe Insider's Guide To FinanceInvesting In The New Economy w. Harlan CapitalJoshua 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/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and N...
2020-11-0642 minThe Insider's Guide To FinanceThe Case for Public Venture Capital with Ari PandesAri 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...
2020-10-2247 minThe Insider's Guide To FinanceThe Unique World Of Public Venture Capital w. Justin KatesJustin 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 pa...
2020-09-3046 minThe Insider's Guide To FinanceValidating Your Business Through Grant Financing w. George PalikarasGeorge 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.Che...
2020-09-1552 minThe Insider's Guide To FinanceLeadership lessons from Louis Vuitton, Samsonite and now, EVCP Growth EquityMarcello 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 th...
2020-08-211h 01The Insider's Guide To FinanceHow to Capitalize for Exponential Growth w. Jamie KeechToday’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 i...
2020-08-1252 minThe Insider's Guide To FinanceHow to Properly Raise Capital (Backed by Data) w. Russ HeddlestonToday 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 th...
2020-08-0740 minThe Insider's Guide To FinanceIbogaine and the Reinvention of Addiction Recovery w. Shayne Nyquvest and Jeremy WeateThe 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...
2020-07-2830 minThe Insider's Guide To FinanceWhy All Public Companies Need to Be Media Companies w. Jay MartinIn 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 ar...
2020-07-2240 minThe Insider's Guide To FinanceNavigating the Markets During Uncertain Times w. Anthony MilewskiAnthony 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...
2020-07-1546 minThe Insider's Guide To FinanceThe Unapologetic Mindset of a Professional Resource Investor w. Marin Katusa 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...
2020-07-0951 minThe Insider's Guide To FinanceHow to Make the Most of your Legal Team w. Greg RamsayDo 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 de...
2020-07-0243 minThe Insider's Guide To FinanceThe Biohacking Investment Banker w. Wesley KingWesley 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 popula...
2020-06-2546 minThe Insider's Guide To FinanceBillion Dollar Exit from Battling the Titans w. Anthony LacaveraAnthony 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’...
2020-06-1836 minThe Insider's Guide To FinanceCapital Markets: Does your team have what it takes? w. Andrew OsisWhen 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...
2020-06-0953 minThe Insider's Guide To FinanceBehind the mic with host, Cory ClevelandWe'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/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP G...
2020-06-0526 minThe Insider's Guide To FinanceCan ESG create capital gains?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 a...
2020-05-2940 minThe Insider's Guide To FinanceRisks and Rewards of Going Public w. Richard CarletonWhat 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 privat...
2020-05-2137 minThe Insider's Guide To Finance$750 million GONE! w. Oren KlaffOren 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...
2020-05-1337 minThe Insider's Guide To FinanceChicken S#!t CEOs w. Mogens SmedMogens 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 c...
2020-05-0635 minThe Insider's Guide To FinanceRaising a $100,000,000 Series B. with Jason VandeBoom - Ep. 45Jason 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...
2020-05-0239 minThe Insider's Guide To FinanceRaising Capital for Big Ideas w. Daniel EberhardDan 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/3M7c4xCLeadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5GugCanada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9...
2020-04-2434 minThe Insider's Guide To FinanceCanada's Best Venture Partner w. Bruce CroxonBruce 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...
2020-04-1842 minThe Insider's Guide To FinanceContent Marketing and Capital Raising in Real Estate w. Ellie PerlmanContent 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...
2020-04-0842 minThe Insider's Guide To FinanceManaging Financial Crisis During COVID-19 w. Howard KatzAt 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...
2020-04-0433 minThe Insider's Guide To FinanceDebt Financing in Troubling Times w. Iliya ZogovicIn 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...
2020-03-2644 minThe Insider's Guide To FinanceRaising Capital Means Taking Risks w. Kyle DunnKyle 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.
2020-03-1956 minThe Insider's Guide To FinanceInvestment Banking and Business Building w. Howard KatzHoward 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...
2020-03-1247 minThe Insider's Guide To FinanceYou Need to Understand Venture Financing w. Michelle ScarboroughMichelle 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 f...
2020-03-0457 minThe Insider's Guide To FinanceWhy Video Changes Minds w. Taylor ThoenInvestor 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 thi...
2020-02-2742 minThe Insider's Guide To FinanceIntroducing Connect2InvestorsIn 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 epi...
2020-02-1924 minThe Insider's Guide To FinanceThe untold story with Anthony MilewskiAnthony 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 C...
2020-02-1351 minThe Insider's Guide To FinanceReal Estate Investing with Praveen VarshneyReal 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...
2020-02-0544 minThe Insider's Guide To FinanceBrad Feld - Life of a Venture CapitalistBrad 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:
2020-01-2943 minThe Insider's Guide To FinanceEducation Before Solicitation Builds TrustTimes 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. Bu...
2020-01-2335 minThe Insider's Guide To FinanceThe Fine Print of Raising Capital with Kevin VelaWhat 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...
2020-01-1545 minThe Insider's Guide To FinanceThe Best Companies Over-CommunicateCodie 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...
2020-01-0844 minThe Insider's Guide To FinanceTaking Your Company PublicIn 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...
2019-12-1358 minThe Insider's Guide To FinanceDeciphering Family Office InvestmentRichard 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 som...
2019-11-1332 minThe Insider's Guide To FinanceDo millennial investors matter?Edge Investments is focused on millennial investors. They do investor marketing, helping companies build awareness and generate investor leads. Nick Findler speaks with us about the often misunderstood and untapped wealth of millennials. There is an enormous amount of money held by this demographic. You just have to reach them through different communication channels.For investor marketing, there are more and more digital strategies being pitched to pubco executives. Nick explains how he thinks CEOs should measure and monitor the success of their campaigns. As well, we also got into some strategies that only digital can provide. ...
2019-11-0749 minThe Insider's Guide To FinanceNeed To Knows - Digital Investor MarketingDigital marketing to investors isn’t much different than marketing products or services to customers.In this episode, we discuss the power of digital marketing in investor engagement and investor relations. From first impressions to ongoing engagement, Jason dives into tips, tricks, and tactics of how to land a great online impression with investors. As well, we get into a discussion of retail investors and the liquidity they can bring. As quoted from the NASDAQ - “liquidity is king” - and a strategically executed digital investor program can reach and engage investors that could take your com...
2019-10-3055 minThe Insider's Guide To FinanceNegotiations In Finance And The Win/Win FallacyIn life, you don’t get what you deserve, you get what you negotiate. So, in this episode, we talk about negotiation.We are joined by Mark Raffan, who is a professional negotiator, coach, and host of the Negotiations Ninja podcast.There is no doubt that negotiation plays a crucial role in financing a company. So, we talk about some of the tactics and styles that you can put to use. We also talk about some misconceptions, his favorite episodes and it surely wouldn’t be complete without a discussion about Donald Trump and hi...
2019-09-2544 minThe Insider's Guide To FinanceIs There An Algorithm For Billion Dollar Growth?Charles Plant is a former founder, VC, banker and now a PhD candidate in economics. A key focus for him is the Narwhal Project - or the study of world-class Canadian Unicorns (aka Narwhals) as defined by a billion-dollar plus valuation. The question of what it takes to build a billion-dollar organization has led Charles to research and publish numerous studies on his findings. What we get in this episode is a glimpse into the algorithms of growth… in other words, the capital it takes and the areas you need to spend to achieve the growth targ...
2019-09-141h 08The Insider's Guide To FinanceGoing Public? Do Retail Investors Matter?Danny Brody is the CEO of TGOD Acquisitions Corp., a partner in RADD Capital and CCO of HempFusion. He and his partners have been the financial force behind some of the cannabis industry's most notable names. They’ve raised over half a billion dollars for Organigram, Emblem, Plus Products, The Green Organic Dutchman and now Hempfusion.Danny speaks with us about his unconventional path to engaging investors for these companies. He lays out how they lead a “Retail Investor First” strategy and how they’ve honed their approach through the companies they've partnered with. He was also generous...
2019-09-0448 minThe Insider's Guide To FinanceWhy Visual Content (not cash) Is KingJeff Desjardins is the founder and Editor-in-Chief of Visual Capitalist. If you haven’t seen the work of Visual Capitalist yet, it won’t be long until you do.They create visually compelling daily infographics and visualizations and now serve some of the biggest names in finance. They include Black Rock, McKinsey, New York Life, Tony Robbins and the list goes on.You'll hear about how Jeff has built his media company with a rapidly growing audience - 70% of whom are investors. As well, we talk about how the media industry works, how habits of medi...
2019-08-221h 28The Insider's Guide To FinanceSelling Your Tech Business Is Going To Be HardBrent Holliday is the Founder and CEO of Garibaldi Capital Advisors... He knows the game of financing and tech exits and shares the war stories with us here... When financing or selling your business, one wrong move can crater a deal or be fatal to a company's future. Further, there’s not a lot of solid information or education for entrepreneurs about high-stakes financings.In this episode, Brent and I dive into the world of financing and selling technology companies. Brent and his partners focus on selling companies up to $100mm in revenue. Brent gives us an...
2019-08-151h 07The Insider's Guide To FinanceMark Bowden, The power of non-verbal communicationWhen raising money, your idea, your resume and your pitch don’t mean squat if you can’t communicate effectively. In this episode, Mark Bowden, an internationally acclaimed communications expert speaks with us about the power of body language and non-verbal communication. Your communication techniques carry tremendous power in delivering your message. Take note that it is much more than just the words you are saying. Mark has coached and spoken to some of the world’s most well known companies including Dell, Microsoft, Shopify, Viacom, RBC, and many more. In this interview, you’ll he...
2019-08-081h 02The Insider's Guide To FinanceJeanne Sullivan - on Finance and Cannabis investingJeanne Sullivan is a General Partner at Arcview Venture Fund, which is a leader in the cannabis space.Forbes cited Jeanne as “one of the women VCs changing the world” and there’s no doubt about her passion and tenacity. She speaks about cannabis and finance to audiences around the globe and has a wealth of information and experience to share.In our discussion we get into many of the issues entrepreneurs are facing and what she’s seeing with the changing political and regulatory landscape in the US. We also get into how you should b...
2019-07-311h 14The Insider's Guide To FinancePeter Lehrman, Founder of Axial.net talks private equityPeter Lehrman is the founder of Axial.net, a platform that connects entrepreneurs in the lower middle market with investors and capital advisors.His company is tackling the problem of capital inefficiency for small and medium sized businesses and he’s got a very interesting perspective on how to raise money or sell your company. In this episode, Peter comes through with some great insights about building capital relationships, being finance ready and how to play the game of building credible deal tension.Check out some of our most popular episodes:Chicken S#!it...
2019-07-251h 13The Insider's Guide To FinanceDavid Wartell - Cannabis Capital and the future to comeDavid Wartell is the CEO of Cannabis Capital. We talk about how his private equity firm is investing in cannabis companies, his early days of cannabis and the lessons he has from his twenty years of building and exiting companies. David brings some interesting perspectives about how big tobacco sizing up cannabis. He discusses why they are still stuck on the sidelines due to regulatory barriers and risk mitigation.When discussing what he likes to see in a pitch, David said “Man plans and god laughs and (your) projections are a joke”... Its part of the man...
2019-07-1737 minThe Insider's Guide To FinanceDavid Traylor - Cannabis Investment Banking with Golden Eagle PartnersDavid Traylor is an investment banker who’s has positioned his firm directly on the growing cannabis industry.When banking a deal, he is the one who is advising on deal terms and valuation while also assembling a book of investors for your deal.David shares some funny stories, but we also speak about the changing regulations and about the indicators of how states are changing their perspectives. Given his position, he has a front row seat to the rapid changes that are happening in the cannabis industry.Check out some of our mo...
2019-07-101h 03The Insider's Guide To FinanceRandy Thompson, Valhalla Private CapitalFrom politics to angel investing, Randy Thompson has blazed a colorful path.His many years in early stage finance earned him the 2018 Angel Investor Of The Year Award by the National Angel Capital Organization.What I like about this interview is that Randy tells it as it is… Our discussion meanders, but it is an entertaining look at early stage financing. For example, Randy speaks from experience that it is not usually the investors that suck, it’s likely your deal that sucks. So why is that?We dig in to how entrepreneurs can...
2019-06-061h 11The Insider's Guide To FinanceGary Hoover, The History Of BusinessGary brings some 40+ years of business experience to this interview. You’re going to hear about a lot of things, from his early days as an analyst on Wall Street to founding, listing and selling publico’s and on to his board participation with some well known companies.Another passion of Gary’s is business history and that’s what compelled me to reach out. Gary is a prolific reader and historian. He has a collection of over 57,000 books and recites facts and figures with ease.Check out some of our most popular episodes:Chicke...
2019-05-291h 00The Insider's Guide To FinanceJay Martin - Cambridge HouseInvestor conferences are a big investment. They can change the course of a company when done right. Jay Martin leads Cambridge House and produces a series of events including CanTech, the Vancouver Resource Investment Conference and the Extraordinary Future Conference.You'll learn about how to make the most of your investor conferences in this interview. As well, you'll hear about a number of presenters who have compelling and impactful stories to tell.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC
2019-05-2239 minThe Insider's Guide To FinancePraveen Varshney - Partner at Varshney CapitalFrom mining to gaming to real estate and now to going deep with social impact investing; Praveen talks with us about his approach to investing in winning opportunities.He and his partners – his father and brother – have earned an outstanding reputation and are now focusing their strengths on bettering the world through building companies that deliver on a greater cause.Our conversation takes us into what he looks for in investment opportunities, how to use public venture capital and to his thoughts on capital structures and the powers of “aligned capital”. We also get into the deal...
2019-05-151h 17The Insider's Guide To FinanceLloyed Lobo - Cofounder of Boast.AIThere are hundreds of thousands, even millions of dollars that you can recover from the government programs.You’ve likely heard about them - R&D and the SRED tax credit programs. Lloyed Lobo of Boast.AI and I connect to discuss what these programs are and how they can apply to your business.If you have ever wondered about tax credits work, how to best approach getting them - and even if you should bother, this will be a helpful interview for you.Check out some of our most popular epi...
2019-04-2449 minThe Insider's Guide To FinanceMike Winterfield - Fund Manager and Founder of Active Impact InvestmentsMike Winterfield is the founder and CEO of Active Impact Investments.He is blazing an interesting trail in the world of finance with a focus on companies that have a defined social benefit and purpose.The thesis of his fund is to invest in companies that have a clear stated mission to tackle some of our most challenging social and environmental problems. The thing is, it is not a charity by any means. Along with a purpose that goes beyond just profit, his fund is looking to make outsized returns the same way a typical v...
2019-04-1756 minThe Insider's Guide To FinanceBruce Campbell - Portfolio Manager and Founder of Stone Castle InvestmentsBruce Campbell, the founder and Portfolio Manager of Stone Castle Funds.In this interview, we don’t talk about investment ideas or big wins. Instead we focused on what he likes to see from the opportunities and companies he invests in. From the funds he manages to the way he keeps deals on his radar, you’ll hear his inside perspective.Bruce and his team manage six funds across various sectors including everyone’s favourites, cannabis and blockchain. He is a regular contributor to BNN Bloomberg, The Globe and Mail and a number of other media...
2019-04-0436 minThe Insider's Guide To FinancePart 2 - Gordon Keep - 35 Years Of Finding Gold In The Capital MarketsPart 2 - What would you learn from 35+ years of building companies in the capital markets?In this two part episode, Gordon Keep expounds on his experience in building over 250 companies and the lessons he’s had with public venture capital.From his early days with the TSX, helping write regulations, being an early mover into South America with what was Yorkton Securities and on to his enduring partnership with Frank Giustra to build some of the world’s most notable resource companies.Check out some of our most popular episodes:Chicken S#!i...
2019-03-281h 07The Insider's Guide To FinancePart 1 - Gordon Keep - 35 Years Of Finding Gold In The Capital Markets - Part 1What would you learn from 35+ years of building companies in the capital markets?In this two part episode, Gordon Keep expounds on his experience in building over 250 companies and the lessons he’s had with public venture capital. From his early days with the TSX, helping write regulations, being an early mover into South America with what was Yorkton Securities and on to his enduring partnership with Frank Giustra to build some of the world’s most notable resource companies.This is a history lesson where Gordon reflects on some of the deals that put Cana...
2019-03-2053 minThe Insider's Guide To FinanceFrank Lonardelli - Financing And Acquiring Great Real Estate DealsFrank Lonardelli is the founder and CEO of Arlington St. Investments. Frank is a sharp businessman having built a portfolio of real estate assets well into the hundreds of millions of dollars. As well as having an exceptional eye for deals and detail, Frank is a powerful storyteller. He has the ability to paint a vivid picture of situations and opportunities which has surely worked in his favour when financing his projects. We discuss his main focus right now; the redevelopment of 17th Avenue in Calgary, Alberta. He has bought up dozens of properties in Calgary with a focus...
2019-03-1349 minThe Insider's Guide To FinanceHanif Joshaghani - Investment Banker Turned Serial EntrepreneurFormer Investment Banker turned entrepreneur… This is the story of Hanif Joshaghani, CEO of Symend. Hanif has moved on to his fourth startup the previous being remarkable successes with partial and complete exits. His leadership of Symend is certainly influenced by his investment banking experience. In this episode, you’re going to hear about what you should know about investment bankers. For example… the value of being methodical, organized and thoughtful about the steps in your financing can not be understated. It can mean the difference between a quick, properly priced financing or at worst, not being able to get yo...
2019-03-0635 minThe Insider's Guide To FinanceBrian Paes-Braga, Managing Director at Fiore Group, Founder of LIXBrian Paes-Braga is a partner and Managing Director at the Fiore Group as well as the founder of Lithium X. He has a remarkable story of taking an opportunity, structuring it up with good partners and using public venture capital to create tremendous value. We discuss his early experience in the brokerage industry and the process of how he structured Lithium X. We also talk about the importance of a powerful narrative and the raising over $50+ million for LIX.Brian provides some great first-hand experience in reflecting on the growth of LIX and the deals h...
2019-02-2731 minThe Insider's Guide To FinanceTyler Stuart - Investing In The Future Of CannabisTyler Stuart is a pioneer in the Cannabis industry. He and his partner created one of Canada's first cannabis exclusive investment funds focusing on the 'picks and shovels' of the industry.Green Acre Capital now has two investment funds of over $100 million focused both on early-stage venture opportunities and later stage private equity investments. Listen to hear how Tyler view the industry and the deals he sees.Check out some of our most popular episodes:Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xCLeadership Lessons from...
2019-02-2051 minThe Insider's Guide To FinanceBrady Fletcher - Financing with the TSX VentureBrady Fletcher is the Managing Director of the TSX Venture. This is an interesting discussion about how the Venture should be viewed and used to grow your business.We discuss the power of Public Venture Capital and compare it with other funding options. We get into the mechanics of Capital Pool Companies or CPC’s and how it really takes a village to raise a venture company.The interview is an eye-opener to the process as well as to the potential when done right! Stay tuned as I know there’s value here for everyone.
2019-02-0659 min