What’s the value that small-cap investments can offer to an investor's portfolio?

In this episode, we sit down with Matias Grum, Senior Portfolio Manager and Investment Advisor at Raymond James Ltd., to explore the potential of high-growth small-cap companies for portfolio managers and their clients.

Matias brings a wealth of experience in financial planning and investment management, leading a team dedicated to providing comprehensive and personalized wealth strategies to a diverse clientele.

We delve into his approach to incorporating small-cap companies into a diversified portfolio, offering insights into optimal buy and sell timings, and the benefits of early-stage investments. Discover Matias's strategies for portfolio construction, his expertise in navigating the current dynamic investment landscape, the latest trends in wealth management and the key to effective investor relations for public companies when communicating their message.

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

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

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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.

You can’t achieve entrepreneurial success without the courage to make bold decisions and the resilience to embrace the unknown. In this latest episode, Cory sits down with Zahir Rajani, the CEO and Co-Founder of Rajani Bespoke.

With a track record of managing operations that generated over $200,000,000 in annual revenue, Zahir is renowned for his contract negotiation and systems implementation. However in 2023, Zahir made the unexpected decision to leave his life as a high performing real estate executive, to start a bespoke clothing brand. The success of which speaks to his exceptional leadership and business acumen.

Tune in to discover how Zahir navigated his high-stakes shift from real estate to fashion, his approach to risk taking and strategies for tough negotiations. We delve into what ignited his passion for high fashion, explore the nuances of bespoke tailoring and touch on the potential implications of AI in the industry.

Don’t miss our captivating discussion on leadership and how to look good doing it.

Show notes of this episode: https://bit.ly/3wEso4i

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
Subscribe 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 registered investment advisors.

Would you like to learn how a web developer became an insider in the capital markets? In this episode of The Insiders Guide to Finance, we have the pleasure of speaking with Tommy Humphreys, a true capital markets outsider turned insider. Tommy’s journey from a web design background to a prominent figure in the Canadian capital markets is inspiring. By fusing these two worlds together, Tommy founded CEO.ca, a leading stock market information service; which, after a decade of growth culminated in a successful $17 million exit in 2022.

Beyond his entrepreneurial success, Tommy was an early investor in several successful public ventures, including Hive Blockchain, Lithium X Energy, Fiore Gold, and more. In our discussion, Tommy sheds light on crucial lessons learned about business, investing, and taking care of your mental health.

We discuss Tommy’s encounters with noteworthy figures in the industry, how he found his place in the media landscape in the early 2010s, and the challenges and rewards that come with acquiring wealth. Additionally, we learn about the origins of The Big Score newsletter and its significance in Tommy’s ongoing narrative.

To hear all of Tommy’s insights on investment, capital markets, and entrepreneurship, be sure to tune in!

Show notes of this episode: https://www.creativereturn.ca/post/tommy-humphreys

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

For more information on our sponsor, please visit Olympia Trust Company

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/3ANacUr

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

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

Subscribe to our YouTube channel: https://bit.ly/411XXxU

Subscribe 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 registered investment advisors.