

The Insider's Guide To Finance
Cory Cleveland
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.
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.
Episodes
Mentioned books

Aug 21, 2020 • 1h 2min
Leadership lessons from Louis Vuitton, Samsonite and now, EVCP Growth Equity
Marcello Botolli is the co-founder and Managing Partner of EVCP Growth Equity. EVCP is a boutique private equity firm dedicated to investing in promising consumer lifestyle brands.Marcello has led remarkable brands including his position as Chairman and CEO of Louis Vuitton, his restructuring and turnaround of the great American brand, Samsonite, and his directorship positions with other internationally recognized names.You are going to hear about how Marcello ascended to the top leadership roles of some of the world’s most iconic brands, how he managed and led through some of the world’s most difficult times including September 11th and the 2008 financial crisis. Given the turmoil in our current economies, his experience and advice couldn’t be more timely. 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/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect 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

Aug 12, 2020 • 52min
How to Capitalize for Exponential Growth w. Jamie Keech
Today’s guest is Jamie Keech, a Canadian mining engineer, and natural resource financier. Some of his partners and peers identify Jamie as a key piece in building profitable mining companies, including Equinox Gold and Maverix Metals. He is the co-founder of Capitalist Exploits and the host of the Resource Insider podcast.A key part of Jamie’s business is facilitating and participating in private placements. In our conversation, he explains that the mechanics of a private placement can be simple, but there’s always the positive or negative impacts of how that deal is structured, and what it is going to mean for the future.We also dive into some great topics about how to finance and build resource companies. So make sure not to miss this episode!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/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect 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

Aug 6, 2020 • 40min
How to Properly Raise Capital (Backed by Data) w. Russ Heddleston
Today we’re joined by Russ Heddleston, Co-Founder and CEO of DocSend. DocSend is an application that is increasingly used by the finance industry for sending documents securely like pitch decks. It can also create secure and tracked file sharing spaces, or data rooms. However, this episode is not about DocSend. Today, Russ will be sharing with us his very interesting Silicone Valley career. Some may even say that Russ has lived the tech dream, from Stanford and Harvard degrees, to selling his first company to Facebook, and now on to launching DocSend, he has been making all of the right moves.He makes the point that raising money is hard work, so don’t let that fall short on you. This episode contains all you need to know on how winning pitch decks are composed, the time it takes to raise capital, and other nuances of what makes for a successful capital raise.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/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect 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

Jul 28, 2020 • 31min
Ibogaine and the Reinvention of Addiction Recovery w. Shayne Nyquvest and Jeremy Weate
The opioid crisis has created a pressing need for successful addiction treatments, especially as the majority of people who seek treatment will relapse. In today’s episode, we speak with Founder and Co-Chairman Shayne Nyquvest and CEO Jeremy Weate of Universal Ibogaine. Universal Ibogaine, is aiming to address the opioid crisis and revolutionize the therapy industry by using ibogaine in addiction recovery.After providing further context on ibogaine, Shayne takes the lead in explaining the business model that they’re building out and the niche that Universal Ibogaine will fit in the marketplace. We talk about how they plan to finance the company, the clinical trials that they’re going through, and why Canada is the perfect country to be their base of operations.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/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect 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

Jul 22, 2020 • 41min
Why All Public Companies Need to Be Media Companies w. Jay Martin
In this episode of the Insider’s Guide to Finance, we talk to Jay Martin, the CEO of Cambridge House International. With his team, Jay has produced some of the largest small-cap investor conferences in Canada, that is until his business came to an abrupt standstill when COVID-19 struck.Fortunately, he was able to pivot on a dime. A key part of their successful transition was their previous commitment to creating content and building up an audience of investors through their YouTube channel and newsletter. Jay shares how notable public companies are becoming small media organizations that are actively building their investor audiences.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/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect 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

Jul 15, 2020 • 46min
Navigating the Markets During Uncertain Times w. Anthony Milewski
Anthony Milewski is back on the show to do a second interview. We dive into how he is navigating the markets during these uncertain times and discuss the opportunities he is seeing in business and the markets. We also get into the forces that are propelling the ESG movements into industries and boardrooms.From dealings in Russia, to globally financing opportunities and taking top leadership positions in some well-known public companies, Anthony has got some great experience, insights, and opinions for us.In this episode, we weave through a number of subjects, including where he is investing and why, his views on the prevailing markets, and his growing focus on decarbonization. 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/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect 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

Jul 9, 2020 • 51min
The Unapologetic Mindset of a Professional Resource Investor w. Marin Katusa
Marin Katusa is a renowned professional resource investor, life long teacher, and a New York Times bestselling author. He presents an unpopular view of the financial industry and explains how he's approached building his business as one of the largest early-stage resource investors in North America. We discuss Marin’s ideal business partners and how he looks for operators that focus on their chosen sector, and who have their own ‘skin in the game’.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/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect 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

Jul 2, 2020 • 43min
How to Make the Most of your Legal Team w. Greg Ramsay
Do you feel like you are not getting enough value out of the legal fees you pay? In this episode, Greg Ramsay explains how management teams can make better use of the relationships with their legal team. Greg is a corporate mergers and acquisitions lawyer, as well as an entrepreneur and founder of his own firm, Made it Legal. He’s been counsel on numerous deals that are measured well into the hundreds of millions of dollars, while navigating highly complex structures, as well as managing the personalities of the executives and investors at the table. In executing these deals, he has a unique vantage point in seeing how the ultra-rich think and execute their strategies. Given recent events and the recession crunch many business owners are facing, this episode is very timely.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/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect 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

Jun 25, 2020 • 47min
The Biohacking Investment Banker w. Wesley King
Wesley King has come to be known as the Biohacking Investment Banker.In this episode, we dive into three areas: financing companies, marketing to investors and biohacking for a better life. Wesley has brought together these three into a banking career and now the launch of his own firm, Coherent Capital. Wesley’s focus and commitment is on a sector that he’s both active in and passionate about, and also has an infinite lifespan in helping humans optimize and live stronger, healthier and more productive lives. 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/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect 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

Jun 18, 2020 • 36min
Billion Dollar Exit from Battling the Titans w. Anthony Lacavera
Anthony Lacavera, an extremely accomplished Canadian entrepreneur, is the founder and chairman of Globalive. Anthony built and sold a number of companies including WINDMobile, however, mistakes are made in the entrepreneur world, whether you’re seasoned veteran or an amateur.We shouldn’t be afraid of conversations that probe into difficult topics. Conversations around experience become an opportunity to make sure you have the right potential investors and provide a way for others to point out issues that indicate you might be too deep out to see. Anthony’s accomplishments no doubt speak for themselves, but it’s how he got there and how he was able to finance his way through these ventures that is most fascinating.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/3ppCAt9Stay in the know and follow along:Subscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrConnect 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