The Insider's Guide To Finance

Oct 09 2024 169 ep. 49 mins 7
The Insider's Guide To Finance Podcast artwork

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.

  Business
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From Bridgewater to Breakthrough: A Tech-Driven Approach to Alternative Investments w. Bob Elliott

Oct 09 2024 49 mins  
What if everyday investors could tap into hedge fund-level strategies without the hefty price tag? In this episode, we sit down with Bob Elliott, co-founder, CEO, and CIO of Unlimited Funds, who is reshaping the world of alternative investments. With a career that kicked off at the renowned Bridgewater Associates, where he worked alongside legendary investor Ray Dalio, Bob is now o

Zero-Loss Growth Investing in Tech Ventures w. Randy Garg

Sep 25 2024 50 mins  
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 te

Emotions, Strategy and Communication: Insights on Fund Management w. Bruce Campbell

Sep 11 2024 50 mins  
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 unex

Developing Innovative Investment Products and Driving Market Growth w. Kimberly Ann Flynn

Aug 21 2024 51 mins  
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 d

Strengthening Relationships with Sell-Side Analysts and Researchers w. Jason Gold

Aug 07 2024 51 mins  
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

A Portfolio Manager's Perspective of Small-Cap Companies w. Matias Grum

Jun 27 2024 48 mins  
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 manage

Cutting the Golden Handcuffs w. Zahir Rajani

Jun 05 2024 47 mins  
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

Becoming an Insider in the Capital Markets w. Tommy Humphreys

May 08 2024 62 mins  
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 tog

Integrity in Investor Relations in the Digital Age w. Nick Kuzyk

Apr 03 2024 56 mins  
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 reali

Culture, Kindness and a 7-Figure Exit w. Shawn Freeman

Mar 13 2024 56 mins  
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 fro