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  • In today’s competitive business landscape, Investor relations plays an increasingly pivotal role in the operations of any strategic investment firm. But with the emergence of new technologies such as AI, how do you stay relevant and indispensable to your clients? Today’s podcast guest is here to explain how sometimes going back to basics could prove more powerful than you realize.

    Join us as we sit down with Nick Kuzyk, Founding Principal and Owner of Meadowbank Strategic Partners, a company that identified a gap in the market, and expertly filled it with a commitment to exceptional service and integrity. In our conversation, Nick walks us through the ethos behind Meadowbank’s success, shedding light on how his team enhances investor communications to create lasting value for clients.

    We discuss how AI and new technology has reshaped the industry, and the importance of cultivating honest relationships with research analysts. Nick also shares his toolbox of success, where learning from mistakes is celebrated as a key driver for continuous improvement in the competitive world of strategic investments.

    Tune in for an in-depth discussion on the importance of integrity and building genuine connections in an increasingly digital and disconnected landscape.

    Show notes of this episode: https://bit.ly/3Tlh59o

    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.

  • Shawn Freeman is not your average entrepreneur; he is a man with a heartfelt mission to improve lives through technology, community engagement and mentorship. His distinctive background in tech, coupled with a genuine passion for service, has paved the way for a unique career marked by innovation, leadership and advocacy.


    Our discussion explores the story of Shawn’s transition from a tech background to venturing into an entirely different industry, leading to the eventual sale of his business, TWT Group in 2020. Along the way, we delve into the top three skills essential for any entrepreneur, the value of hiring the right people, and his current role as a Digital Transformation Coach.

    What sets this episode apart is Shawn’s emphasis on the importance of making meaningful, personal connections, and how value alignment in today’s business landscape makes for effective leadership. Gain insights into effective selling strategies, why every business should take digital transformation seriously, and the impact of AI on operations.

    This episode offers valuable insights into investor relations and marketing strategies you don’t want to miss. Tune in now!

    Show notes of this episode: https://bit.ly/3IsmMML

    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.

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  • As consumers, we don’t think enough about water. It's a resource we often take for granted, especially in North America where access to fresh water is incorporated into all facets of our daily lives. So when businesses or cities start facing water shortages or a lack of infrastructure - what are you supposed to do? Riggs Eckelberry, CEO of OriginClear joins us for this week’s episode to discuss the many lucrative opportunities within the water industry, and how OriginClear is taking the plunge.

    Riggs shares his journey to leadership and what he has learned along the way, including the importance of strategic delegation. Gain exclusive insights into global water markets, investment prospects, and OriginClear’s pivotal role in supporting the industry.

    Join us for a deep dive into culture, the value of celebrating success, leadership strategies and the financial currents shaping the future. And finally, we explore the impact of content creation and marketing, and why it's important to personalize the customer experience.

    As a final closing, Riggs shares a word of wisdom with listeners, reminding us that opportunity often arises from chaos. Thank you for tuning in!

    Show notes of this episode: https://bit.ly/3Udkybg

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

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

    Stay in the know and follow along:
    Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o
    Visit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQ
    Follow us on LinkedIn: https://bit.ly/42grK7w
    Subscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVf

    Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

  • 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:
    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.

  • 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.

  • 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:
    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.

  • 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:
    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.

  • Tax season can be a stressful time for anyone, especially if you’re an entrepreneur or small to medium sized business owner. Many Canadians are confused by the complex tax system we have in place, and this lack of understanding could pose challenges to the growth and success of your business. Don’t worry though - you’re not alone. This week’s episode features Faisel Syed, Founding Partner of Square Law Group, a boutique law firm specializing in tax planning, defense and litigation for corporate & commercial law, family law, and real estate in Calgary, Alberta in Canada.

    Faisel is a lawyer and CPA with a long history specializing in tax planning and dispute resolution. In this episode, he shares some insider tips to help you understand tax law and avoid legal run-ins should your business be audited.

    We also discuss the importance of being in control of your own accounting destiny, and how to navigate between incorporating versus being a sole proprietorship.

    What sets this episode apart is Faisel’s ethical and compassionate approach to tax advice, influenced by a poignant story from his time at the Canada Revenue Agency. Join us for an engaging discussion that transcends conventional tax guidance, offering practical strategies tailored to Canadian business owners, CEOs, and entrepreneurs.

    Show notes of this episode: https://bit.ly/48nWWV7

    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.

  • They’re called precious metals for a reason - they are rare, high in economic value and provide investors with a means of storing wealth. Today's guest is Cam Currie, senior investment advisor at Canaccord Genuity Wealth Management, and leader of Currie Metals & Mining Group. Cam joins us today to share his experience investing in gold and why everyone should consider it a portfolio staple but only a few understand when the time is right to start looking at equities. Is now the time?

    In North America, gold, silver and other precious metals are often overlooked in favour of flashier sectors such as cryptocurrencies or tech unicorns.

    If you are an investor yourself, this episode will provide you with a unique perspective of how to evaluate the mining industry. As a CEO or IR professional of a mining company it will provide you with unique guidance on the type of narrative that a professional investor needs to hear to consider investing in your company.

    Full show notes: https://bit.ly/3QZMT2G


    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.

  • Selling your business is often an emotional and strenuous process, but it doesn’t always have to be. In today’s episode, special guest and expert closer, Jacob Koenig shows us how to navigate the complexities of selling a business and key considerations for business owners preparing for acquisition.

    Jacob is a managing director and partner at Woodbridge International, a company that has specialized in helping clients sell their businesses for the past 30 years. His role and focus at the company is managing the sale process from bid through closing, acting as a trusted advisor for Woodbridge clients.

    He joins us today to share valuable insights on selling a business and the process of bringing a sale to close. We discuss why involving your management team early on adds value, how they build a market of potential buyers and why a competitive auction process sets them apart.

    Join us for an exciting discussion as Jacob sheds light on the many elements integral to the sale of businesses, and international working culture.

    Show notes of this episode can be found here: https://bit.ly/49BkMht

    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.

  • Have you taken a serious look at how royalties can be an effective vehicle to finance mining projects? If you'd like to learn how a successful gold royalty company is built and how it can support the mining industry, investors and management teams, this episode is for you!

    Sandstorm Gold Royalties holds a portfolio of 250 royalties on mines worldwide. David Awram, Geologist and Senior Executive Vice President, is at the helm of their leadership. In this episode, he shares his experience of learning essential aspects of the industry from inspiring leaders, and his efforts to popularize the use of royalties as a financing mechanism.

    Shortly after announcing the public funding at Sandstorm, the gold price plummeted, and David gives listeners a look at how the company managed this challenge. We explore business development at Sandstorm and hear how David’s approach differs from other names in the industry.

    We discuss the need for speculative capital, inspiration from David Law’s work, and much more before David offers some hard-earned advice for those looking to enter the investment industry, and CEOs aiming to finance their projects.

    Access the show notes of this episode: https://bit.ly/3MfogMH

    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.

  • How is a company evaluated by a professional investor? What are the first factors the consider before diving into the details? If you're curious, this episode is for you!

    The resources sector is cyclical by nature. As a result, commodity prices can be volatile, with fluctuating levels of demand occurring at various stages of excess or restricted supply.

    As you’ll learn from today’s guest, however, there are some attractive valuations to be found! Gabriel Alonso-Mendoza is the Co-founder and Managing Partner of Amvest Capital, a New York-based specialist investment management and corporate finance firm focused solely on the natural resources sector.

    Gabriel takes a concentrated approach when evaluating new clients or portfolio companies, and during the course of his career, he has raised and invested more than $1 billion in the agriculture, oil and gas, and mining and metals industries. In this episode, we take a look at what goes into Amvest’s focused approach to evaluating investment opportunities across the natural resources sector.

    Tuning in, you’ll also receive some practical advice for achieving liquidity in a fluctuating market and building trust, long-term relationships, and open communication with your investor base, particularly in an increasingly virtual world.

    You won’t want to miss this insightful conversation with Gabriel Alonso-Mendoza, an experienced leader in the natural resources sector!

    Check out some of our most popular episodes:

    Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/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 accredited investment advisors.

  • Choose your side – debt or equity financing and get ready for battle! Aspiring entrepreneurs and business owners looking to scale operations, this episode is for you.

    On this special episode of the Insider’s Guide to Finance, we dive deep into the heart of one of the most contentious topics in the business world.

    Tom Klausen, President of True Viking Finance, and Scott Sinclair, President of Sinclair Range are back on the show to discuss the nuances of debt and equity.

    Debt and equity are two common methods of financing a business. Each option has advantages and disadvantages, and the choice between them depends on various factors.

    Tom and Scott debate the value of equity, the risk associated with debt, and the reasons most businesses fail. We discuss the evaluation game, and using debt to grow an insolvent business.

    The episode unpacks leveraging debt and equity together, why equity is a last resort for pre-revenue businesses and the cost of capital. You'll also learn about issues about equity and much more.

    We hope you learn something valuable from this debate – from both sides! Enjoy the show.

    Check out some of our most popular episodes:

    Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/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 accredited investment advisors.

  • When you think of the American dream, do you think of the white picket fence? A swanky downtown job? In today's evolving world, the American dream has shifted, especially when it come to building businesses and investing. We unpack the changes in today's episode.

    Todd Piggott is a remarkable self-made investor and financier. He's here to share insights into building his company from the ground up.

    Todd is the Principal and Managing Member of ZINC. The ZINC brand involves 4 separate entities involved in the private equity lending and investment space.

    ZINC has originated 1 billion + in private money loans. They assist all sorts of clients from real estate investors to outside sources looking to invest capital.

    He has a keen eye for risk assessment and identifying market opportunities. He's no stranger to the entrepreneurial journey. His college business grew into a multimillion-dollar cleaning company.

    We learn the pivotal event that led him to sell his cleaning company and follow his true passion for construction. This led to the genesis (and growth) of ZINC.

    Todd unravels the challenges of managing people in today's ever-changing society. He believes transparency and honesty are the cornerstones of successful business dealings. He also gets into the evolving trends in demographics and housing preferences.

    We discover Todd's focus for the ZINC Income Fund and get an inside look at ZINC's fund structure. This episode is packed with insights for financiers and entrepreneurs, we hope you enjoy it!

    Check out some of our most popular episodes:

    Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/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 accredited investment advisors.

  • Are you a business owner at a stage where you need to either raise capital or sell your business but don't know how to evaluate options? You need to listen to this episode!

    Today’s guest, Arthur Petropoulos is here to help. His career began on Wall Street at an investment banking firm. Today, Arthur is the founder and managing partner at Hill View Partners.

    Hillview Partners focuses exclusively on the sell side and is there for clients through every phase of a deal. Executives turn to Hill View Partners to secure capital or exit or sell businesses.

    His company specializes in assisting privately-held companies. He takes clients through a complex process. These processes can be challenging to navigate without a solid understanding of the ecosystem.

    In this episode, Arthur talks about the concept of many expansions and explains how the “ladder of institutional capital works”.

    The conversation then delves into the biggest pain points experienced in the M&A space. We learn why Hill View Partners’ approach is to get deals out into the open as soon as possible. Arthur closes by offering advice on managing expectations and key components of a deal.


    We hope you enjoy this insightful episode!


    Check out some of our most popular episodes:

    Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/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 accredited investment advisors.

  • What would it take to pitch investors the idea of high-quality wine investing and not only be successful at raising capital, but also turn it into a profitable project for all involved?

    Anthony Zhang is the Co-founder and CEO of Vinovest and he joins us today to share his method for financing this and past companies. He shares why Vinovest is an incredible investment opportunity as it democratizes fine wine investing and provides clients access to a once-exclusive market.

    Their unique blend of wine and technology expertise empowers everyday investors. Vinovest has access to prestigious wines from esteemed regions such as Burgundy and Bordeaux.

    Investors can maximize their profits while indulging in their investments.

    Anthony has a proven track record of founding and leading marketing teams at venture-backed companies. His passion lies in team building, growth, and fostering a culture of data-centric decision-making.

    You'll hear about Anthony's remarkable journey to success. He opens up about the emotional toll of building and financing startups. We discuss his entrepreneurial path, fine spirits, and the business model at Vinovest. Anthony also details the intricate processes of starting a business.

    This episode comes with valuable lessons, unique strategies, and expert insights on a positive mindset. We also touch on design, leadership, and fundraising.

    We know you'll find this episode to be inspiring. Thanks for listening.

    Check out some of our most popular episodes:

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

    Subscribe to the podcast:

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

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


    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 accredited investment advisors.

  • Without good leaders at the helm of a company, how can your team succeed? Mistakes can often lead to personal growth if you can identify the opportunity!

    That's where today's guest, Peggy Klaus steps in. Peggy is an author, executive coach, and speaker. Her professional background spans the fields of law, theatre, healthcare, and finance.

    She coaches leaders on how to be compelling and captivating in their public speaking. Her background in theatre is a guiding tool!

    In our discussion, Peggy explains the importance of building executive presence. Our conversation then explores the prevalence of imposter syndrome, the boardroom framework for compelling storytelling, and best practices for public speaking.

    You'll also hear about the actions she took to grow her business. She also walks us through some of her most memorable growth events.

    Peggy highlights the value of social media and the magic of stage fright. She ends by offering advice on the necessity of establishing your values and life’s purpose!


    Check out some of our most popular episodes:

    Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/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 accredited investment advisors.

  • As the world shifts to a digital landscape, the stress of spending thousands on flights, lodging, and wining and dining with your investors is gone. In fact, you don't even need to leave your couch to reach them. Connecting with investors has never been easier thanks to technology.

    Joining us today is IR practitioner and Principal of Momentum IR Corps., Nisha Hasan.

    Nisha has over 15 years of experience specializing in investor communications and shareholder engagement.

    Information from countless companies is always in front of investors. How do you stand out and manage those relationships?

    In this episode, we uncover why IR is so important and how the role of IROs is changing in the context of digital evolution.

    We discuss how digitization is changing the way companies communicate with retail and institutional investors. Communication further bridges the gap between public companies and investors.

    Nisha recommends useful IR tools and shares advice for communicating with investors. She also shares her advice for maintaining relationships in a competitive field.

    This episode brings great insight to the influence of IR teams in building, shaping, and moving a corporation forward!


    Check out some of our most popular episodes:

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

    For more information on our sponsor, please visit Olympia Trust Company

    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 accredited investment advisors.

  • Do you see people yawning when presenting your investor pitch in a boardroom? It's likely not the heavy lunch, you need to learn how to tell a good story.

    In this episode, we’re speaking with Alyssa Barry, co-founder of irlabs.

    Alyssa is an experienced capital markets and communications professional. She specializes in corporate communications, investor relations strategy, and shareholder engagement.

    Throughout her career, Alyssa has raised over $1 billion of capital as well as led some of Canada’s most successful activism campaigns. She explains her predictions for why there will be more activism in a post-pandemic world.

    Alyssa unveils the process she follows to be effective when raising capital and weighs in on some of the changes in IR, fuelled by technological development.

    This informative conversation touches on the changing IR landscape and how to leverage the power of storytelling to introduce your company to potential investors. Not everyone knows how to tell a good story, the good news is it's a skill that can be learned!

    Thanks for tuning in.


    Check out some of our most popular episodes:

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

    For more information on our sponsor, please visit Olympia Trust Company

    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 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


    Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.

  • As an entrepreneur looking to raise capital, you'd be surprised to know that the cheque is not the main focus of an opportunity when investing in change and make a difference. It should come secondary to the value you and your team are bringing to the table.

    This is the mentality of our guest Manish Nayar, Founder of OYA Ventures when it comes to investing in ventures.

    The OYA Ventures team helps entrepreneurs find opportunities to address climate change.

    With a background in investment banking and engineering, Manish has used his experience to further the proliferation of companies in the energy transition space.

    Investment bankers are at the forefront of how investors perceive, evaluate, and invest in deals.

    New technologies, green energy, and climate transition opportunities can be capital-intensive. We discuss how to funding these deals often requires taking a special approach.

    You’ll hear about what makes a deal bankable, and the most important relationship you can cultivate with an investor. Manish shares his thoughts on how the clean energy space differs from other fields.

    If you want to learn more about how to finance and build companies in the green energy space, this is an episode for you!


    Check out some of our most popular episodes:

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


    Please note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of accredited investment advisors.