The Insider's Guide To Finance

De: Cory Cleveland
  • Resumen

  • 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.
    © 2024 Cory Cleveland
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Episodios
  • Zero-Loss Growth Investing in Tech Ventures w. Randy Garg
    Sep 25 2024

    Would you like to know what it takes to consistently succeed in the competitive world of tech investing? In this episode, we sit down with Randy Garg, Founder and Managing Partner at Vistara Growth, a firm that boasts an unparalleled track record in this field.

    With over 30 years of experience, Randy has a firm grasp on the art of growth investing, focusing on mid to later-stage technology companies. Under his leadership, Vistara growth has raised more than $500 million across five funds, boasting more than 40 investments and 20 successful exits - all without a single loss.

    Randy shares the strategies that set Vistara apart, including their innovative approach of blending growth debt and equity to create tailored investment structures. We discuss the challenges that come with growth investing, and Randy’s personal philosophies on risk and opportunity that have driven his successful career.

    Tune in to discover how Randy Garg and his team are redefining the standards of success.

    Show notes of this episode here: https://bit.ly/3MWAfi0

    Check out some of our most popular episodes:

    Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC
    Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug
    Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

    Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

    Stay in the know and follow along:

    Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o

    Visit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQ

    Follow us on LinkedIn: https://bit.ly/42grK7w

    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 registered investment advisors.

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    51 m
  • Emotions, Strategy and Communication: Insights on Fund Management w. Bruce Campbell
    Sep 11 2024

    How does an experienced fund manager evaluate a company before investing in it? In this episode we welcome back Bruce Campbell, President and Portfolio Manager at StoneCastle Investment Management, to share his seasoned insights on how he navigates the investment arena as a fund manager.

    Investing can be compared to a high-stakes sports game - packed with emotion, strategy, and unexpected twists. Bruce takes us inside his investment philosophy, revealing how he identifies and capitalizes on undiscovered growth companies.

    Together we dive into the role of Investor Relations and how effective communication can make or break an investment strategy. Bruce shares his motivations to start StoneCastle, the challenges of launching a fund, and advice for investors looking to make smarter decisions.

    This episode explores all the highs and lows of the investment landscape and how companies and investors can leverage this knowledge, so make sure to tune in!

    Show notes of this episode here: https://bit.ly/3ZcGNjX

    Check out some of our most popular episodes:

    Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC
    Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug
    Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

    Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

    Stay in the know and follow along:

    Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o

    Visit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQ

    Follow us on LinkedIn: https://bit.ly/42grK7w

    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 registered investment advisors.

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    51 m
  • Developing Innovative Investment Products and Driving Market Growth w. Kimberly Ann Flynn
    Aug 21 2024

    Investment products are more than just tools for growing wealth - they’re strategic assets that can define a company’s market position. That’s why in today’s competitive financial landscape, having an effective go-to-market strategy is crucial for companies to succeed and drive growth.

    In this episode, we are joined by Kimberly Ann Flynn, an Investment Manager and product design consultant with extensive experience in alternative product structures. As president of XA Investments, the registered funds division of XMS Capital Partners, Kim oversees all product and business development activities, bringing a unique perspective on what it takes to succeed in the investment world.

    This episode offers a deep dive into how investment products are launched, marketed and sold - you don’t want to miss this opportunity to learn from one of the best in the business!

    Show notes of this episode here.

    Check out some of our most popular episodes:

    Chicken S#!it CEOs w. Mogens Smed: https://bit.ly/3M7c4xC
    Leadership Lessons from Louis Vuitton, Samsonite, and Now, EVCP Growth Equity: https://bit.ly/3LN5Gug
    Canada’s Best Venture Partner w. Bruce Croxon: https://bit.ly/3ppCAt9

    Sign up for our free 5-part master class Investor Marketing 2.0: https://bit.ly/42C0FLW

    Stay in the know and follow along:

    Connect with our host, Cory Cleveland on LinkedIn: https://bit.ly/3Lti42o

    Visit The Insider’s Guide to Finance Website: https://bit.ly/3NO9qxQ

    Follow us on LinkedIn: https://bit.ly/42grK7w

    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 registered investment advisors.


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    52 m

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