The Insider's Guide To Finance

In today’s episode, we sit down with Bill Flederbach, President and CEO of ClimeCo. Bill discusses the carbon management industry, opportunities, and insights from his extensive experience. ClimeCo is a sustainability company that focuses on advancing the low-carbon future with market-based solutions. ClimeCo's comprehensive solutions enable clients to maximize their environmental assets. Bill is passionate about the success of his clients. Bill is a respected leader in the global environmental commodities market. In our conversation, we learn highlights from his career and what it takes to build a successful company in the carbon market. He shares how his professional career path led him to start ClimeCo. We learn about carbon credits, the carbon management process, and how to generate revenue from carbon mitigation. We also learn the risks and challenges of the industry. Bill explains the difference between voluntary and regulated markets and the policy aspect. Our conversation dives into why CEOs need a boss and what makes a good leader. To end off, Bill shares tidbits about why learning is essential before he shares his favorite books.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 CompanyStay 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 

Many CEOs and investor relations professionals throw money into paid ad campaigns without a clear understanding of who they want to target, the right budget, and how to measure success. The hope is that somehow the money they spend will magically translate into a higher share price.In this episode, we’re joined by Digital257 CEO, Ian Vecmanis where we cover the mechanics of paid digital investor marketing programs that can guide you to ask the right questions when hiring a marketing agency.There is an unsettling amount of waste when it comes to the use of investor capital for investor relations marketing and more so in paid advertising.Retail investors are the lifeblood of the small-cap ecosystem! It’s important to find measurable ways to help decision-makers understand how to use digital tools to reach new investors and convert them into shareholders. The problem is... most don't even know where to start. Ian shares his engineering expertise and explains how to build a re-marketing audience. He also shares where to place your focus when considering ad placements and how to optimize the follow-up loop using automation.We learn how to measure audience engagement and invaluable lead and ongoing conviction-building strategies.  If you’re a CEO, CFO, or IR professional looking to build your investor audience, this episode is for you.  You'll learn how to make better investment marketing decisions with investors’ capital.Tune in to find out what it takes to put together a robust investor marketing program! Watch our five-part Digital IR Master Class - Investor Marketing 2.0: https://bit.ly/41aYjTVCheck 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 

Founder of Ithaca Capital and Vice-Chairman and Chief Corporate Strategy and Business Development Officer of Mondee Holdings, Orestes Fintiklis joins us on the show.Mondee is a one-of-a-kind company in travel tech. The company is filling the gaps caused by inconsistencies in the industry.The travel industry has been on a never-ending rollercoaster since the COVID-19 outbreak. Did the pandemic bring about better opportunities in travel and hospitality?During this episode, Orestes explains what Mondee does, how he ended up there, and what his role is.As technology improves, innovations in travel tech are causing a ripple of opportunities! Entrepreneurs and influencers are taking full advantage of this.We learn about Mondee’s approach to acquisitions and how they ensure seamless integrations. He also chats about how COVID-19 affected global travel, and the ins and outs of Ithaca Capital.Orestes owns a luxury hotel in Panama City that was once owned by a sitting president. He shared the incredible story of how that sitting president sued him for $200 million!Inspiration is the key to success which ties into his ‘be positive’ philosophy. You won't want to miss out on 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/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanyStay 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 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.

As the years have gone by, Deven Soni is the co-founder and CEO of Matador Gold Technologies. He has bought and built many businesses throughout his career.Deven has extensive experience in M&A and technology private equity.During his time at Goldman Sachs and Highland Capital Partners, he related to the entrepreneurs more than the financiers.In our conversation, he goes into detail about the choices he has made that have brought him to where he is today. He discusses what he would do differently, and some of the key insights he learned along the way as well.Deven believes that getting clear on your goals drives success. Another driver of success is finding those key strategic partners that will lift your business beyond the startup phase.Join us today to get a closer look at the twists and turns of Deven’s career path, and learn from his journey 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/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanyStay 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 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.

Eric Daimler is a six-time entrepreneur and Founder and CEO of Conexus. The company helps organizations exchange data, even under the most complex of circumstances.Eric brings extensive knowledge of Artificial Intelligence (AI) to the show. He served as a former Presidential Innovation Fellow for Artificial Intelligence (AI) and Robotics under the Obama administration. Now, as the head of a company that specializes in AI deployment and data usage.In our conversation, Eric takes us through the world of AI, from its development over the past 30 years to the dramatic leaps forward.We discuss Conexus and how they are helping organizations harness overwhelming amounts of data.Eric explains why unassuming and unsexy business ventures that offer the most opportunity for growth and profit.We delve into the technical aspects of ChatGPT, the innovations that made this natural language processing tool possible. We also examine the fears that many have around AI and the impact these tools will have on society.Eric’s enthusiasm and his gift for simplifying these complex topics make for an informative episode. You won't need a tin foil hat for this fascinating dive into the world of AI!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 

We sat down with Danny Popsescu, CEO of Harbourfront Wealth Management. We learn about the struggles he faced when starting a business and how his failures helped him grow.Harbourfront Wealth Management is one of Canada's fastest-growing wealth management firms. The company has a $500-million market evaluation!He shares his process for recruiting quality talent while being an unknown company. Danny provides the current outlook on innovation at Harbourfront and in wealth management.He explains why stocks and bonds are not the only focus of the industry and what his firm does to make private equity deals more affordable.We'll learn how his firm levelled up to chase bigger clients and what it's like working on big-money accounts.Danny gets candid and personal about books that have influenced him, who inspires him, and his proudest career moment.He offers some incredible advice on how you can also be successful in business! Tune in for today's great 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/3ppCAt9For more information on our sponsor, please visit Olympia Trust CompanyStay 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 

David Garofalo is the CEO and Chairman of Gold Royalty Corp.The company offers financing solutions to the metals and mining industry. Their mission is to invest in high-quality, responsible, and sustainable mining operationsDavid has over 30 years of experience in the development of billion-dollar sustainable mining businesses.He is one of the titans of the precious metals industry. During the episode, he shares what his journey from junior accountant to CEO of major mining operations looked like.David has a proven track record of creating shareholder value through the delivery of long-term strategy. He maintains high standards of environmental, safety performance, and community relationships. He is a motivator and mentor to high-performing teams.In the episode, David also shares the factors that guided his decision to enter the royalty space. He dives into how the royalty financing business model works and his approach to M&A.We'll hear his thoughts on the future of the gold industry and the experiences that he's had over 30 years, including leading the largest merger in gold mining history.This is an episode filled with information to set you on the path to success!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 episode, we speak to Jean-Marc Bougie, who has had a remarkable career in the capital markets. Jean-Marc is an accomplished business leader and CEO. His distinguished career spans over two decades. He is a trusted advisor and consultant. As an advisor and consultant, he provides guidance and valuable insights to a broad range of businesses. Jean-Marc prides himself on being known for his analytical skills, strategic thinking and ability to develop innovative solutions.  Some businesses he works with include family offices, investment banks, investment funds, and more.Our conversation dives deep into how investment banking works and how CEOs can make the best of banking relationships.We then take a turn into a discussion on what good board composition looks like and what it means to take on the role of chairman.Although his career is demanding, he always finds the time for family and values being a supportive father and husband. This episode is a must-listen episode for management teams and bankers.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 CompanyStay 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 

Rhylin Bailie has over 26 years of experience in investor relations and currently serves as VP of Investor Relations at Equinox Gold.Equinox Gold is a growth-focused mining company. Currently, the company has seven gold mines. They are working towards their plan to increase production through the advancement of a pipeline of growth projects.Rhylin served as a director on the national board of the Canadian Investor Relations Institute between 2014-2022. Rhylin was the fifth employee at the company which now has over 6000 dedicated workers. Equinox now boasts a remarkable $2 billion market cap! She explains how she started with Equinox Gold, dives into what they do, and how her role in investor relations has evolved.We learn how Rhylin builds meaningful relationships with investors and offers advice for those who want to do the same.You'll learn how retail and institutional investors differ, and what it’s like being a woman in a male-dominated field.Rhylin drops some gems of wisdom on how to pitch to investors, why you should always start with “why”, and how technology can be your closest ally.Finally, she shares all that she has learned through her experience of hostile takeovers, and more valuable pearls. For those looking to make a name for themselves in investor relations, this episode is a must-listen.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 CompanyStay 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 

Privacy lawyer Greg Ramsay joins us on the show to dive deep into the world of privacy law. You might be wondering, what is privacy law? How do these laws apply to me and my company? Why should entrepreneurs and executives care? Privacy law is a hot subject right now. Especially as many countries and states are revamping their current privacy laws.Greg shares first-hand knowledge of why privacy should be a top priority for companies and individuals. Greg has worked with various companies to develop privacy programs that meet the privacy legal requirements applicable to their industry. His clients include fin-tech, e-commerce, clean-tech, and more.He discusses how new privacy laws will influence the future. As well as how Canada is moving from a consent-based approach to privacy to focusing on rights.We touch on how data can be used for good, the typical process of building a privacy team, and examples of privacy policies that work.You'll hear valuable information as well as takeaways in this eye-opening episode. 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/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