The Insider's Guide To Finance

At the best of times, investment banking is a high stakes game; add in a global health crisis and you have a really stressful situation!To bring some calm to the storm is returning guest Howard Katz, a Managing Director at Mackie Research Capital. He offers some much-needed perspective on staying steady and avoiding panic in these times. Howard was on the show just four weeks ago, which now feels like a completely different time! His advice from the frontlines is really helpful and he assists in placing this crisis in context, looking back at the 2008 crash and offering some insight into the relief measures that have already been taken.These are such unprecedented circumstances and it is really reassuring to hear some positivity right now! The main message here is that, for better or worse, it is a crisis that we are all in together.Howard believes that positive and proactive communication is our biggest tool for making it through this, so listen to hear all about it. Stay safe and stay tuned!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 

In less than a month, global indices have fallen over 30%, widespread quarantines have been mandated, and we are all wondering what the new normal is going to be.Iliya is the CEO and co-founder of DBD Partners, a lower to mid-market investment bank that provides M&A services, capital formation, debt restructuring, and co-investing. He and his team focus on deals that are between $20 to $80 million dollars in revenue, both on the buy and sell-side of the transaction.History shows huge growth after crises, so we get into the question of how to approach raising capital, specifically raising debt financing for your company. Iliya provides some fresh perspectives about the fundamental differences between the way debt investors and equity investors think. 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 

Kyle Dunn, CEO of Meyler Capital, sheds light on the importance of building a brand when raising capital and the requirement to take 'marketing risk' in doing so.Kyle and his team help fund managers raise capital for their investment funds. He makes the point that great marketing is about building loyalty and brand integrity, which means that raising capital should not start with asking investors for money. Kyle also highlights that raising capital requires differentiation. It is far less about gaining legitimacy in the initial contacts with investors and more about competing for their time.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 

Howard Katz is a rare breed. Not only is he a career investment banker, but he was also the CEO of a gold exploration company that he successfully sold.Having seen both sides, he has unique insights into raising capital and growing companies. In this episode, Howard sheds light on the importance of capital and why companies must work with an investment firm that helps them access the right kind of capital.Not all capital and investors are created equal, so it's vital to ensure aligning values and goals. Once CEOs realize their investment bankers are their allies, it’s bound to be an unstoppable force. Be sure to tune in today!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 

Michelle Scarborough joins us from BDC Venture Capital to talk about her work as a VC and to share some wisdom for all those startups looking for better funding practices!Michelle Scarborough is the managing director of the Strategic Investments Fund and the Women in Technology Fund at BDC and manages over 200 million dollars in capital.She delves into the human side of venture investments and how these play out during pitching and ongoing relationships. We discuss her perceptions of the role of a VC and the kinds of entrepreneurs that she looks for. She has so much great insight and many of the thoughts she shares could be the thing that helps you land your next investor, so join us to hear it all!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 

Investor relations is changing - In Canada alone there are over 500 press releases a day from public companies. So how do you stand out?Taylor Thoen is the founder and CEO of Business Television (BTV) where she has been at the forefront of reaching investors with the most powerful form of media - being video. We asked Taylor to be on the show to get her perspectives on marketing public companies and engaging investors. She’s been doing this for over 20 years, so she not only knows the media industry but she also knows a thing or two about how public companies should be planning and executing their investor marketing programs.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 

In today’s markets, all public companies are facing a similar problem. That problem is how public companies find and engage the roster of service providers needed to properly manage public investor relations programs.Joining us today is Neil Lock, the founder of a new company that is tapping into exactly that problem. Neil and his team are working towards creating an online destination that brings together all of these service providers to one spot, enabling executives and IR professionals to increase and evaluate their options more effectively. 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 

Anthony Milewski, whose ties to Russia and his role as the former CEO of Cobalt 27 are part of a fascinating career. Success can bread envy and false narratives, especially in today's media. So, naturally, we needed to interview him. Anthony takes us from his early days growing up in a small town in eastern Washington to the beginnings of his legal and finance career in Russia. It was there that he gained exposure to international mining and energy deals. He's since led some remarkable deals and now has his eyes set on nickel as the chairman of Conic Metals. 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 

Real estate investing offers cash flow, but at what risk? Praveen Varshney joins us for a second time to speak about his passion for this asset class. Praveen started his career focusing on public venture capital deals, particularly in the resource and tech space, but for the last fourteen years, he has diversified into various real estate properties and projects.In this discussion, Praveen gets into why he loves real estate, the different asset classes he has experience in, and how he structures deals using LPs, GPs, and private company arrangements. He sheds some light on what to look for before joining syndications, as well as the typical locations and multifamily asset classes he prefers. Joining this discussion, you will also hear how Praveen likes to manage his properties, and he shares some tips for how to give back as an investor, but also how to push returns up even further while doing so.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 

Brad Feld is a legend in the venture capital world. He is a co-founder of the Foundry Group and co-author of the seminal guide to venture capital, Venture Deals.Brad speaks with us about the book and weaves in examples and experiences from his career in venture capital. We also go further to discuss his more personal relationship with art, meditation, and his journey with anxiety and depression.Venture Deals, in its fourth edition, is a must-read if you are raising venture capital.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