The Insider's Guide To Finance

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.

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/49eQKz3Check 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.

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/47G8LVMCheck 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.

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/3O6idLlCheck 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.

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/41L32MUCheck 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.

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/48nWWV7Check 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.

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/3QZMT2GCheck 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.

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/49BkMhtCheck 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/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.