The Insider's Guide To Finance

Today’s guest is a former firefighter who got into self-storage in 2015. Now he has $235 million in self-storage facilities around the country. Joining us for this episode is Jacob Vanderslice, Partner, and Principal at VanWest Partners. VanWest Partners is a private equity firm in Denver focusing on self-storage. He discusses how he made the change from self-storage to real estate investing. He also shares pros and cons of investing in this asset class. You’ll hear about the economics of self-storage, the growth it has seen since the pandemic, and the numbers Jacob looks for when investing.He explains what he likes about the asset class, and the different deal types he’s involved in. His current deal types include income, lease-up, in-occupancy acquisitions, expansions, and ground-up development projects.Find out what metrics Jacob looks for before going into a deal, his views on the unprecedented economic times, and how he prepares for the future.He shares advice for anyone who may be considering doing their first real estate deal. We hope you enjoy the 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 

Joining us in conversation today is Ann Rosenberg. Ann is the Senior Vice President for Sustainability Solutions at Wood PLC. In this episode, you'll find out why she believes that innovation benefits from different cities working together. What does she mean by having a science fiction mindset paired with technology? Ann believes that doing good is good business! She shares the importance of using impact and sustainability as co-design principles. She also reminds us about the challenges of digitizing a sector that hasn't been before. Ann goes on to explain the basics of the Metaverse and Web 2.0 and 3.0. Ann is passionate about building a better world through technology. Her three guiding work principles are scalability, affordability, and accessibility to all the people of the world! You won't want to miss out on this exciting episode. Tune in to hear more from this inspiring thought leader 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 

Joining us on the show today is Nic Beique, CEO and co-founder of Helcim. Their mission is to be the world’s most loved payments company. In our conversation, we learn about his journey from a decade of bootstrapping to a financing success story.The payments industry is foundational to modern-day lives and everything we do in economies. Yet, we rarely pay it any attention. In our conversation, we get an insider’s view into the inner workings of the payments industry. We dive into the mind of an inspiring founder! Nic has grown his small bootstrap company to one with 120 employees and $16-million of financing behind it. Nic Beique explains why Helcim prioritizes customer service. He fills us in on why he believes that radical transparency is important in his business and his journey learning how to raise capital. As obscure as the payments industry may have seemed before, this episode is sure to change your mind. Tune in for some valuable insights into the world of business, financing, cyber security and so much more!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 

Joining us in conversation today is Joe O’Connor, CEO of 4 Day Week Global. Building on our discussion with Andrew Barnes, Joe is here to deepen our understanding of the Four Day Work Week. He explains the implementation of the program and expands on why it can be a critical competitive advantage for a company. Some of the biggest brands in the world are pursuing this, or have already implemented it, so don’t get left behind!Joe also shares how he became involved in working for Four Day Week, and why he believes in it enough to invest his time in it. He brings us up to speed with the momentum the company has experienced in the first half of this year. You might be surprised to hear some big names who have implemented the policy to their companies!The business model that keeps Four Day Week afloat is a topic we couldn't skip as it is not a one-size-fits-all solution. Hear what trials across the world have taught them as a company. We also talk about measuring effectiveness and the importance of trust surrounding the program. Joe O'Connor shares his analysis that this is no longer a question of whether the policy works, but rather of how it can work for you. 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/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 

Mogens Smed, CEO and founder of Falkbuilt, returns to the show! He's been dubbed as the world's most fireable CEO. In this episode, he speaks about his leadership, loyalty, and longevity in the business world.Mogens outlines the evolution of his leadership style over the years. He shares moments when individuals take advantage of the enduring style of loyalty. You'll also hear the overwhelming number of times it's been the key to success! The conversation also touches on the future and the importance of  leveraging communication tools in a post-pandemic world. To hear top advice for anyone starting their own business, from a truly remarkable entrepreneur, tune in and join us 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 

In the world of public markets and quarterly reporting, it is easy to forget the power of company culture. Andrew Barnes is a financier and entrepreneur turned workplace culture crusader. He joins us to talk about the four-day workweek movement he is spearheading. Andrew’s eclectic career has spanned banking, tech entrepreneurship, acquisitions, and more. He talks about how he was unhappy in life while he was in banking and the moves he made to end up in a position where his work didn’t provide only money but meaning too. Andrew had a complete change of heart about what good leadership meant at one point in his journey. He talks about the huge investments he started to make in his teams and the payoffs they led to. The most recent effort in this respect is the practice of only working four days per week. The conversation with Andrew Barnes highlights the significant benefits these shifts bring not only to productivity but to the levels of enrichment his employees feel.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 

Tom Klausen is the "Anti-Equity Advisor". He makes the point that too many small and medium-sized business owners think that selling equity is the simplest and best way to raise capital.Tom says this could not be further from the truth. Tom is the founder and CEO of True Viking Finance, an advisory and lending company that makes use of debt financing tools that allow owners to grow their businesses while retaining full equity! Growing businesses face many hurdles and the last thing you need as an owner of a growing business is someone coming in and diluting your equity; it’s much easier to pay off debt than to get rid of a difficult investing partner. Tom shares examples of the strategies that he uses to solve cash flow and working capital problems, his approach to relationship building, and everything else you didn’t know you needed to know about the benefits of debt!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 

Dean Naugler, VP of Corporate & Shareholder Services at Olympia Trust Company, where he has a very unique view into both public and private companies - especially their shareholder matters.In this episode, we get into the importance of a great investor experience, succession issues faced by businesses and behind the scenes view of what it is like being one of Canada's Top Employers.The public capital market is very different from the private capital one, and Dean has a wealth of valuable advice to share for companies who are making the transition from private to public. 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 

Wesley Sierk III, President and Lead Strategist at Risk Management Advisors, is a specialist in captive insurance and risk mitigation. He discusses why businesses should consider creating their own insurance entities for tailored risk management. Wesley highlights unique challenges within industries facing insurance struggles, emphasizing the strategic investment potential of insurance companies. He also shares insights on wealth management pitfalls, the benefits of captive insurance during crises like COVID-19, and practical advice on building financial resilience.

The career path that led Edward to litigation finance. David versus Goliath: the origins of litigation finance. Why a trial or an arbitrage outcome is a negative outcome for fund managers.What types of cases require litigation financing.Miller UK versus Caterpillar: the returns on investing in a good David versus Goliath situation.With and without cause: the situations where fund managers can back out of the agreement. Edward’s advice on finding a fund manager and how to gain experience as one.Find out Edward’s experience in private equity over the last 30 years.The seven best practice elements to litigation financing: case merit; defendant solvency; enforcement and collectability; legal counsel; defendant’s past responses to litigation; judge and jurisdiction; and alignment of interests. Three keys to successful litigation finance: diligence, diversification, and manager selection.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