Finding a partner for your business should be as well-thought-out as finding a partner to marry!

In today's episode of the Insider's Guide to Finance, we sit down with Jeremy B. Hill, the founder of JB Capital, to discuss his insights on private equity. Jeremy shares his journey in building relationships, emphasizes the importance of grit, humility, and delegation for leaders, and dives deep into the potential risks and rewards of private equity.

Tune in to hear Jeremy's valuable insights on navigating the world of private equity and leadership!

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.

What if everyday investors could tap into hedge fund-level strategies without the hefty price tag? In this episode, we sit down with Bob Elliott, co-founder, CEO, and CIO of Unlimited Funds, who is reshaping the world of alternative investments. With a career that kicked off at the renowned Bridgewater Associates, where he worked alongside legendary investor Ray Dalio, Bob is now on a mission to bring sophisticated, low-cost investment strategies to the masses.

How does he do it? By harnessing the power of machine learning to challenge the traditional two-and-twenty fee structure. Bob dives deep into "the wisdom of the crowd," the critical role of fee reduction, and how to strike the perfect balance between market humility and bold moves in the venture world.

Along the way, Bob shares the entrepreneurial lessons he's learned in building Unlimited and gives us a glimpse into the future of hedge fund replication products.

Show notes of this episode here: https://bit.ly/4dzxnCJ

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.

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.

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.

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.

Are you overlooking the role analysts play in your company’s success? Many financial professionals do, missing out on opportunities to strengthen these valuable relationships. Today, with the help of Jason Gold, Founder and CEO of Resurge, we are finding ways to improve relationships with sell-side analysts and researchers with a closer look at a company’s banking relationships as well.

Jason’s shares insights from his extensive experience, including his time spent at Morgan Stanley, which has influenced his approach to investor relations today. Together, we discover how public companies can strengthen relationships with sell-side analysts and improve banking partnerships to ensure their true value is accurately reflected.

Show notes of this episode: https://rb.gy/sd51si

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.

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

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.

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.