The Insider's Guide To Finance - podcast cover

The Insider's Guide To Finance

Cory Clevelandcreativereturn.ca
The Insider’s Guide To Finance brings you stories from the front lines of financing public and private companies. We host seasoned CEO's, fund managers, bankers, brokers and business experts who answer your questions about how to properly finance opportunities and build outstanding success stories. We dig into the educational ‘how to’s' and mechanics of structuring good deals. You’ll also hear about strokes of luck, tense negotiations, the pressures of closing, as well as how to best engage investors and navigate the private and public markets.
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Episodes

Defying the NHL Odds w. Aaron Volpatti

Do you sometimes wonder where to find the will power to overcome adversity? Aaron has an inspiring story that defies the odds that is full of determination and powerful visualization practice. Today, we speak with former NHL player turned cognitive performance coach, Aaron Volpatti. He played for the Vancouver Canucks and Washington Capitals of the National Hockey League. He has lived through many life-changing events and has used deep visualization as a tool to overcome extreme adversity. You’l...

Oct 26, 202255 minEp. 111

$500 Million to Decarbonize Real Estate w. Michael New

Michael New, Principal at Fifth Wall, joins us to talk about their recent close of a $500 million dollar real estate venture fund. Michael tells us about the surprising obvious opportunity their firm has identified for decarbonizing the real estate industry. During our conversation, he shared the opportunity he identified to build a Venture Capital fund with a focus on real estate. You’ll hear who the world’s largest carbon contributor is and you’ll also gain insight into Michael’s own investmen...

Oct 12, 20221 hr 2 minEp. 110

Investment Advising and Deal Financing w. Darrin Hopkins and Grant MacEachern

Most of us would feel uneasy about lending money to someone we don't know. Yet when it comes to investing in companies, we rarely apply the same attitude. If you want to get to know a company and invest with confidence, then you need to do the work and go the extra mile. For today’s guests Darrin Hopkins and Grant MacEachern, that has been the guiding principle. Both Darrin and Grant work as portfolio managers for Richardson Wealth. They head up their own division, the Hopkins MacEachern Council...

Sep 28, 202258 minEp. 109

Leadership and Legacy - The Triple Flag Story w. Shaun Usmar

Shaun Usmar is the Founder of Triple Flag Precious Metals , an NYSE listed company. Triple Flag Precious Metals is a royalty and streaming company deploying capital to select investments in the mining industry. Shaun is the kind of exemplary leader that major investors feel comfortable betting on. He has C-suite experience with Barrick Gold Corp., Xstrata, and other major industry players. He not only saw them through the good times but more importantly, guided them through the tough times. He a...

Sep 14, 202251 minEp. 108

Capitalizing on Carbon Credits w. Justin Cochrane

Today, you’ll hear from Justin Cochrane, Director and CEO of Carbon Streaming. Carbon Streaming is a unique ESG company that offers investors exposure to carbon credits. As we already know, climate change is widespread, rapid, and intensifying. There is significant and immediate capital needed to achieve climate goals. One of the ways to do this is by putting a price on carbon emissions with carbon credits. Individuals, corporations, and institutions use them to offset their emissions. Carbon cr...

Aug 31, 202250 minEp. 107

How to Create Winning Momentum and Keep It Going w. Scott Sinclair

Scott Sinclair is the president and founder of Sinclair Range, a company that helps troubled businesses become thriving companies. He is a turn-around expert who identifies, restructures, and recapitalizes businesses so they can truly succeed. No two businesses are alike, whether they’re thriving or struggling. There are key indicators that can help you determine a company’s status; you need to know where to look. When you’re in the business of turning troubled companies around, it becomes impor...

Aug 18, 20221 hr 1 minEp. 106

How to Make Peace with Entrepreneurial Setbacks and Grow w. Mike Paton

The Entrepreneurial Operating System (EOS), is a foundational framework that any business owner can implement. We get to go deep into EOS with Mike Paton, who is the former Visionary and CEO of EOS Worldwide. He is the author of multiple books on the subject too. He currently works full-time as an implementor and facilitator of the EOS system! In our chat with Mike, we get into his personal journey, family history in the entrepreneurial space, and defining moments of his career. Mike underlines ...

Aug 10, 202252 minEp. 105

Making Gold Mining Sustainable Using the Blockchain w. Phil Rickard

Gold mining is problematic since most of the world’s gold is never used. The extracted gold is stored at a secure location for preservation as an investment. What if, instead of storing your gold in some obscure vault, you could invest without ever having to extract it? Today, you’ll hear Phil Rickard, Founder of Nature’s Vault. Nature’s Vault is making, an ethical mining company looking to disrupt the mining industry by prioritizing sustainability along with Environmental, Social, and Governanc...

Aug 03, 202252 minEp. 104

How Women Can Succeed on Wall Street w. Dani Hughes

Dani shares her experiences of being a woman on Wall Street. She explains why it’s important for women’s voices and perspectives to lead certain conversations. Dani shares her thoughts on choosing an appropriate investment banker, the role of investment bankers as translators, and why it’s critical to have a five-year plan. We delve into the importance of digital messaging. As well as the ways in which technology has transformed the world of finance and investment banking. We find out the type o...

Jul 20, 202259 minEp. 103

Sustainable Finance in an Inflationary World w. Yrjo Koskinen

No matter your industry, sustainable finance is a hot topic. Before COVID-19, it was clear that green investments were on the rise. But how has this trend shifted more than two years into the pandemic? Will investor appetite for ESG change going forward? Today, we sit down with Dr. Yrjo Koskinen. He is a Professor of Finance and Associate Dean of Research and Business Impact at the Haskayne School of Business. In our conversation, we dive into sustainable finance, one of Yrjo’s areas of expertis...

Jul 06, 202245 minEp. 102

How to Invest in Self-Storage w. Jacob Vanderslice

Today’s guest is a former firefighter who got into self-storage in 2015. Now he has $235 million in self-storage facilities around the country. Joining us for this episode is Jacob Vanderslice, Partner, and Principal at VanWest Partners. VanWest Partners is a private equity firm in Denver focusing on self-storage. He discusses how he made the change from self-storage to real estate investing. He also shares pros and cons of investing in this asset class. You’ll hear about the economics of self-s...

Jun 22, 202229 minEp. 101

Why the Metaverse is Our Future w. Ann Rosenberg

Joining us in conversation today is Ann Rosenberg . Ann is the Senior Vice President for Sustainability Solutions at Wood PLC . In this episode, you'll find out why she believes that innovation benefits from different cities working together. What does she mean by having a science fiction mindset paired with technology? Ann believes that doing good is good business! She shares the importance of using impact and sustainability as co-design principles. She also reminds us about the challenges of d...

Jun 08, 202251 minEp. 100

From Bootstrapping to a Series A Round w. Nic Beique

Joining us on the show today is Nic Beique, CEO and co-founder of Helcim. Their mission is to be the world’s most loved payments company. In our conversation, we learn about his journey from a decade of bootstrapping to a financing success story. The payments industry is foundational to modern-day lives and everything we do in economies. Yet, we rarely pay it any attention. In our conversation, we get an insider’s view into the inner workings of the payments industry. We dive into the mind of an...

May 11, 202245 minEp. 99

4-Day Work Weeks are a Gift – Not a Right w. Joe O'Connor

Joining 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, a...

Apr 27, 202237 minEp. 98

How to build strong bonds with your team w. Mogens Smed

Mogens 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 impo...

Apr 13, 202231 minEp. 97

Why a 4-Day Week Works w. Andrew Barnes

In 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 ...

Mar 30, 202258 minEp. 96

Debt vs. Equity - The "Anti-Equity Advisor" w. Tom Klausen

Tom 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 ...

Mar 02, 20221 hr 4 minEp. 95

Why "Investor Experience" Matters w. Dean Naugler

Dean 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 a...

Feb 17, 202242 minEp. 94

Trumping your Insurance Co. w. Wesley Sierk III

Key Points From This Episode: • Wesley shares the realizations and learnings which led him to found his company, Risk Management 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...

Jan 20, 202259 minEp. 93

Investing in Lawsuits w. Edward Truant

The 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 on...

Oct 27, 202139 minEp. 92

Understanding Carbon Capture w. Craig Golinowski

Craig 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 ga...

Oct 13, 20211 hr 2 minEp. 91

Rising Inflation and a Tumultuous Market w. Alasdair Macleod

Alasdair 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 th...

Sep 23, 202149 minEp. 90

Why Uranium? w. Scott Melbye

Nuclear 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 Uran...

Sep 10, 202146 minEp. 89

The In’s and Outs of Buying and Selling Businesses w. Peter Lehrman

Peter 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 ...

Sep 01, 20211 hr 19 minEp. 88

The New Frontier of Helium Exploration w. Chris Bakker

When 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 helium’s unique att...

Jul 29, 202137 minEp. 87

Nietzsche and Entrepreneurship w. David Jilk

In 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 ...

Jun 03, 202154 minEp. 86

Part 2 - Steven Van Metre on Mindset and Personal Struggles

In 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 cond...

May 28, 202149 minEp. 85

Part 1 - Steven Van Metre on Macroeconomics, Media and Mindset

It’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, particula...

May 18, 202153 minEp. 84

The Potential of Carbon Credits w. Anthony Milewski

The 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 wa...

May 12, 202143 minEp. 83

Raising Real Money by Crowdfunding w. Jake Hoffberg

As 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 existenc...

May 05, 202159 minEp. 82
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