The Insider’s Guide To Finance

Would you like to know what it takes to consistently succeed in the competitive world of tech investing? In this episode, we sit down with Randy Garg, Founder and Managing Partner at Vistara Growth, a firm that boasts an unparalleled track record in this field. With over 30 years of experience, Randy has a firm grasp on the art of growth investing, focusing on mid to later-stage technology companies. Under his leadership, Vistara growth has raised more than $500 million across five funds, boasting more than 40 investments and 20 successful exits - all without a single loss. Randy shares the strategies that set Vistara apart, including their innovative approach of blending growth debt and equity to create tailored investment structures. We discuss the challenges that come with growth investing, and Randy’s personal philosophies on risk and opportunity that have driven his successful career. Tune in to discover how Randy Garg and his team are redefining the standards of success. Show notes of this episode here: https://bit.ly/3MWAfi0Check 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/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wPlease 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 does an experienced fund manager evaluate a company before investing in it? In this episode we welcome back Bruce Campbell, President and Portfolio Manager at StoneCastle Investment Management, to share his seasoned insights on how he navigates the investment arena as a fund manager.Investing can be compared to a high-stakes sports game - packed with emotion, strategy, and unexpected twists. Bruce takes us inside his investment philosophy, revealing how he identifies and capitalizes on undiscovered growth companies.Together we dive into the role of Investor Relations and how effective communication can make or break an investment strategy. Bruce shares his motivations to start StoneCastle, the challenges of launching a fund, and advice for investors looking to make smarter decisions.This episode explores all the highs and lows of the investment landscape and how companies and investors can leverage this knowledge, so make sure to tune in!Show notes of this episode here: https://bit.ly/3ZcGNjXCheck 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/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wPlease 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.

Investment products are more than just tools for growing wealth - they’re strategic assets that can define a company’s market position. That’s why in today’s competitive financial landscape, having an effective go-to-market strategy is crucial for companies to succeed and drive growth. In this episode, we are joined by Kimberly Ann Flynn, an Investment Manager and product design consultant with extensive experience in alternative product structures. As president of XA Investments, the registered funds division of XMS Capital Partners, Kim oversees all product and business development activities, bringing a unique perspective on what it takes to succeed in the investment world. This episode offers a deep dive into how investment products are launched, marketed and sold - you don’t want to miss this opportunity to learn from one of the best in the business!Show notes of this episode here.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/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wPlease 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.

Are you overlooking the role analysts play in your company’s success? Many financial professionals do, missing out on opportunities to strengthen these valuable relationships. Today, with the help of Jason Gold, Founder and CEO of Resurge, we are finding ways to improve relationships with sell-side analysts and researchers with a closer look at a company’s banking relationships as well.Jason’s shares insights from his extensive experience, including his time spent at Morgan Stanley, which has influenced his approach to investor relations today. Together, we discover how public companies can strengthen relationships with sell-side analysts and improve banking partnerships to ensure their true value is accurately reflected.Show notes of this episode: https://rb.gy/sd51siCheck 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/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wPlease 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.

What’s the value that small-cap investments can offer to an investor's portfolio? In this episode, we sit down with Matias Grum, Senior Portfolio Manager and Investment Advisor at Raymond James Ltd., to explore the potential of high-growth small-cap companies for portfolio managers and their clients. Matias brings a wealth of experience in financial planning and investment management, leading a team dedicated to providing comprehensive and personalized wealth strategies to a diverse clientele. We delve into his approach to incorporating small-cap companies into a diversified portfolio, offering insights into optimal buy and sell timings, and the benefits of early-stage investments. Discover Matias's strategies for portfolio construction, his expertise in navigating the current dynamic investment landscape, the latest trends in wealth management and the key to effective investor relations for public companies when communicating their message. Show notes of this episode: https://bit.ly/3TaZqjrCheck 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/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease 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.

You can’t achieve entrepreneurial success without the courage to make bold decisions and the resilience to embrace the unknown. In this latest episode, Cory sits down with Zahir Rajani, the CEO and Co-Founder of Rajani Bespoke. With a track record of managing operations that generated over $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. Tune in to discover how Zahir navigated his high-stakes shift from real estate to fashion, his approach to risk taking and strategies for tough negotiations. We delve into what ignited his passion for high fashion, explore the nuances of bespoke tailoring and touch on the potential implications of AI in the industry. Don’t miss our captivating discussion on leadership and how to look good doing it. Show notes of this episode: https://bit.ly/3wEso4iCheck 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/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

Would you like to learn how a web developer became an insider in the capital markets? In this episode of The Insiders Guide to Finance, we have the pleasure of speaking with Tommy Humphreys, a true capital markets outsider turned insider. Tommy’s journey from a web design background to a prominent figure in the Canadian capital markets is inspiring. By fusing these two worlds together, Tommy founded CEO.ca, a leading stock market information service;  which, after a decade of growth culminated in a successful $17 million exit in 2022. Beyond his entrepreneurial success, Tommy was an early investor in several successful public ventures, including Hive Blockchain, Lithium X Energy, Fiore Gold, and more. In our discussion, Tommy sheds light on crucial lessons learned about business, investing, and taking care of your mental health. We discuss Tommy’s encounters with noteworthy figures in the industry, how he found his place in the media landscape in the early 2010s, and the challenges and rewards that come with acquiring wealth. Additionally, we learn about the origins of The Big Score newsletter and its significance in Tommy’s ongoing narrative. To hear all of Tommy’s insights on investment, capital markets, and entrepreneurship, be sure to tune in!Show notes of this episode: https://www.creativereturn.ca/post/tommy-humphreysCheck 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/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanyStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3ANacUrSign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to our YouTube channel: https://bit.ly/411XXxUSubscribe 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 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/3Tlh59oCheck 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/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease 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/3IsmMMLCheck 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/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease note that the information contained in this interview is not financial advice but for entertainment purposes. I am not a financial advisor and make no warranties or representations concerning the accuracy or suitability of the information contained in this interview. I recommend that any and all investment decisions be made with the advice of registered investment advisors.

As consumers, we don’t think enough about water. It's a resource we often take for granted, especially in North America where access to fresh water is incorporated into all facets of our daily lives. So when businesses or cities start facing water shortages or a lack of infrastructure - what are you supposed to do? Riggs Eckelberry, CEO of OriginClear joins us for this week’s episode to discuss the many lucrative opportunities within the water industry, and how OriginClear is taking the plunge. Riggs shares his journey to leadership and what he has learned along the way, including the importance of strategic delegation. Gain exclusive insights into global water markets, investment prospects, and OriginClear’s pivotal role in supporting the industry. Join us for a deep dive into culture, the value of celebrating success, leadership strategies and the financial currents shaping the future. And finally, we explore the impact of content creation and marketing, and why it's important to personalize the customer experience. As a final closing, Riggs shares a word of wisdom with listeners, reminding us that opportunity often arises from chaos. Thank you for tuning in!Show notes of this episode: https://bit.ly/3UdkybgCheck 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/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWStay in the know and follow along:Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42oVisit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQFollow us on LinkedIn: https://bit.ly/42grK7wSubscribe to The Knowledge Bank Letter - a periodic letter of actionable insights, interviews, and quality curations: https://bit.ly/3pgdAVfPlease 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.