
The Insider's Guide To Finance
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.
Latest episodes

Oct 25, 2023 • 1h 4min
Digging Deeper: The Evolution of Royalties and the Future of Mining w. David Awram
Have you taken a serious look at how royalties can be an effective vehicle to finance mining projects? If you'd like to learn how a successful gold royalty company is built and how it can support the mining industry, investors and management teams, this episode is for you!Sandstorm Gold Royalties holds a portfolio of 250 royalties on mines worldwide. David Awram, Geologist and Senior Executive Vice President, is at the helm of their leadership. In this episode, he shares his experience of learning essential aspects of the industry from inspiring leaders, and his efforts to popularize the use of royalties as a financing mechanism. Shortly after announcing the public funding at Sandstorm, the gold price plummeted, and David gives listeners a look at how the company managed this challenge. We explore business development at Sandstorm and hear how David’s approach differs from other names in the industry. We discuss the need for speculative capital, inspiration from David Law’s work, and much more before David offers some hard-earned advice for those looking to enter the investment industry, and CEOs aiming to finance their projects.Access the show notes of this episode: https://bit.ly/3MfogMHCheck 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.

Oct 12, 2023 • 50min
A Professional Investor's Perspective On Qualifying Investment Opportunities w. Gabriel Alonso-Mendoza
How is a company evaluated by a professional investor? What are the first factors the consider before diving into the details? If you're curious, this episode is for you!The resources sector is cyclical by nature. As a result, commodity prices can be volatile, with fluctuating levels of demand occurring at various stages of excess or restricted supply. As you’ll learn from today’s guest, however, there are some attractive valuations to be found! Gabriel Alonso-Mendoza is the Co-founder and Managing Partner of Amvest Capital, a New York-based specialist investment management and corporate finance firm focused solely on the natural resources sector. Gabriel takes a concentrated approach when evaluating new clients or portfolio companies, and during the course of his career, he has raised and invested more than $1 billion in the agriculture, oil and gas, and mining and metals industries. In this episode, we take a look at what goes into Amvest’s focused approach to evaluating investment opportunities across the natural resources sector. Tuning in, you’ll also receive some practical advice for achieving liquidity in a fluctuating market and building trust, long-term relationships, and open communication with your investor base, particularly in an increasingly virtual world. You won’t want to miss this insightful conversation with Gabriel Alonso-Mendoza, an experienced leader in the natural resources sector!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/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 accredited investment advisors.

Sep 27, 2023 • 48min
The Great Debate: Debt VS Equity w. Tom Klausen and Scott Sinclair
Choose your side – debt or equity financing and get ready for battle! Aspiring entrepreneurs and business owners looking to scale operations, this episode is for you.On this special episode of the Insider’s Guide to Finance, we dive deep into the heart of one of the most contentious topics in the business world.Tom Klausen, President of True Viking Finance, and Scott Sinclair, President of Sinclair Range are back on the show to discuss the nuances of debt and equity.Debt and equity are two common methods of financing a business. Each option has advantages and disadvantages, and the choice between them depends on various factors.Tom and Scott debate the value of equity, the risk associated with debt, and the reasons most businesses fail. We discuss the evaluation game, and using debt to grow an insolvent business.The episode unpacks leveraging debt and equity together, why equity is a last resort for pre-revenue businesses and the cost of capital. You'll also learn about issues about equity and much more.We hope you learn something valuable from this debate – from both sides! Enjoy the show. 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/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 accredited investment advisors.

Sep 13, 2023 • 1h
The Evolution of The American Dream w. Todd Pigott
When you think of the American dream, do you think of the white picket fence? A swanky downtown job? In today's evolving world, the American dream has shifted, especially when it come to building businesses and investing. We unpack the changes in today's episode. Todd Piggott is a remarkable self-made investor and financier. He's here to share insights into building his company from the ground up.Todd is the Principal and Managing Member of ZINC. The ZINC brand involves 4 separate entities involved in the private equity lending and investment space.ZINC has originated 1 billion + in private money loans. They assist all sorts of clients from real estate investors to outside sources looking to invest capital.He has a keen eye for risk assessment and identifying market opportunities. He's no stranger to the entrepreneurial journey. His college business grew into a multimillion-dollar cleaning company.We learn the pivotal event that led him to sell his cleaning company and follow his true passion for construction. This led to the genesis (and growth) of ZINC.Todd unravels the challenges of managing people in today's ever-changing society. He believes transparency and honesty are the cornerstones of successful business dealings. He also gets into the evolving trends in demographics and housing preferences.We discover Todd's focus for the ZINC Income Fund and get an inside look at ZINC's fund structure. This episode is packed with insights for financiers and entrepreneurs, we hope you enjoy it! 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/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 accredited investment advisors.

Aug 30, 2023 • 58min
The Correct Way to Sell Your Business w. Arthur Petropoulos
Are you a business owner at a stage where you need to either raise capital or sell your business but don't know how to evaluate options? You need to listen to this episode!Today’s guest, Arthur Petropoulos is here to help. His career began on Wall Street at an investment banking firm. Today, Arthur is the founder and managing partner at Hill View Partners.Hillview Partners focuses exclusively on the sell side and is there for clients through every phase of a deal. Executives turn to Hill View Partners to secure capital or exit or sell businesses.His company specializes in assisting privately-held companies. He takes clients through a complex process. These processes can be challenging to navigate without a solid understanding of the ecosystem.In this episode, Arthur talks about the concept of many expansions and explains how the “ladder of institutional capital works”.The conversation then delves into the biggest pain points experienced in the M&A space. We learn why Hill View Partners’ approach is to get deals out into the open as soon as possible. Arthur closes by offering advice on managing expectations and key components of a deal.We hope you enjoy this insightful 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/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 accredited investment advisors.

Aug 9, 2023 • 55min
The Lucrative World of Fine Wine Investing w. Anthony Zhang
What would it take to pitch investors the idea of high-quality wine investing and not only be successful at raising capital, but also turn it into a profitable project for all involved?Anthony Zhang is the Co-founder and CEO of Vinovest and he joins us today to share his method for financing this and past companies. He shares why Vinovest is an incredible investment opportunity as it democratizes fine wine investing and provides clients access to a once-exclusive market.Their unique blend of wine and technology expertise empowers everyday investors. Vinovest has access to prestigious wines from esteemed regions such as Burgundy and Bordeaux.Investors can maximize their profits while indulging in their investments.Anthony has a proven track record of founding and leading marketing teams at venture-backed companies. His passion lies in team building, growth, and fostering a culture of data-centric decision-making.You'll hear about Anthony's remarkable journey to success. He opens up about the emotional toll of building and financing startups. We discuss his entrepreneurial path, fine spirits, and the business model at Vinovest. Anthony also details the intricate processes of starting a business.This episode comes with valuable lessons, unique strategies, and expert insights on a positive mindset. We also touch on design, leadership, and fundraising.We know you'll find this episode to be inspiring. Thanks for listening.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/3ppCAt9Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLWSubscribe to the podcast:iTunes - https://apple.co/43d7C6ZSpotify - https://spoti.fi/43d7SmrStay 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 accredited investment advisors.

Jul 26, 2023 • 55min
Becoming an Elite Business Leader Through Storytelling w. Peggy Klaus
Without good leaders at the helm of a company, how can your team succeed? Mistakes can often lead to personal growth if you can identify the opportunity!That's where today's guest, Peggy Klaus steps in. Peggy is an author, executive coach, and speaker. Her professional background spans the fields of law, theatre, healthcare, and finance.She coaches leaders on how to be compelling and captivating in their public speaking. Her background in theatre is a guiding tool!In our discussion, Peggy explains the importance of building executive presence. Our conversation then explores the prevalence of imposter syndrome, the boardroom framework for compelling storytelling, and best practices for public speaking.You'll also hear about the actions she took to grow her business. She also walks us through some of her most memorable growth events.Peggy highlights the value of social media and the magic of stage fright. She ends by offering advice on the necessity of establishing your values and life’s purpose!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/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 accredited investment advisors.

Jul 19, 2023 • 1h 1min
How To Be An Outstanding Investment Opportunity Vs. Your Peers w. Nisha Hasan
As the world shifts to a digital landscape, the stress of spending thousands on flights, lodging, and wining and dining with your investors is gone. In fact, you don't even need to leave your couch to reach them. Connecting with investors has never been easier thanks to technology.Joining us today is IR practitioner and Principal of Momentum IR Corps., Nisha Hasan.Nisha has over 15 years of experience specializing in investor communications and shareholder engagement.Information from countless companies is always in front of investors. How do you stand out and manage those relationships?In this episode, we uncover why IR is so important and how the role of IROs is changing in the context of digital evolution.We discuss how digitization is changing the way companies communicate with retail and institutional investors. Communication further bridges the gap between public companies and investors.Nisha recommends useful IR tools and shares advice for communicating with investors. She also shares her advice for maintaining relationships in a competitive field.This episode brings great insight to the influence of IR teams in building, shaping, and moving a corporation forward!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/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanySign 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 accredited investment advisors.

Jul 12, 2023 • 53min
Enhancing Investor Relations Through Engaging Storytelling w. Alyssa Barry
Do you see people yawning when presenting your investor pitch in a boardroom? It's likely not the heavy lunch, you need to learn how to tell a good story.In this episode, we’re speaking with Alyssa Barry, co-founder of irlabs. Alyssa is an experienced capital markets and communications professional. She specializes in corporate communications, investor relations strategy, and shareholder engagement.Throughout her career, Alyssa has raised over $1 billion of capital as well as led some of Canada’s most successful activism campaigns. She explains her predictions for why there will be more activism in a post-pandemic world. Alyssa unveils the process she follows to be effective when raising capital and weighs in on some of the changes in IR, fuelled by technological development.This informative conversation touches on the changing IR landscape and how to leverage the power of storytelling to introduce your company to potential investors. Not everyone knows how to tell a good story, the good news is it's a skill that can be learned!Thanks for tuning in.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/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanySign 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 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 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 accredited investment advisors.

Jul 5, 2023 • 47min
A Creative Approach to Funding Climate Deals w. Manish Nayar
As an entrepreneur looking to raise capital, you'd be surprised to know that the cheque is not the main focus of an opportunity when investing in change and make a difference. It should come secondary to the value you and your team are bringing to the table. This is the mentality of our guest Manish Nayar, Founder of OYA Ventures when it comes to investing in ventures.The OYA Ventures team helps entrepreneurs find opportunities to address climate change.With a background in investment banking and engineering, Manish has used his experience to further the proliferation of companies in the energy transition space.Investment bankers are at the forefront of how investors perceive, evaluate, and invest in deals.New technologies, green energy, and climate transition opportunities can be capital-intensive. We discuss how to funding these deals often requires taking a special approach.You’ll hear about what makes a deal bankable, and the most important relationship you can cultivate with an investor. Manish shares his thoughts on how the clean energy space differs from other fields.If you want to learn more about how to finance and build companies in the green energy space, this is an episode for you!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/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 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 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 accredited investment advisors.