Cory Cleveland

The Insider's Guide To Finance

Business EN ↓ 171 episodes

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.

Author

Cory Cleveland

Category

Business

Podcast website

creativereturn.ca

Latest episode

Feb 26, 2025

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Episodes

Chewing Her Way to 1 Million Raised w. Sarah Goodman 08.02.2023

In this episode, we talk to Sarah Goodman, the founder, and CEO of Chiwis. Chiwis is a natural snack food company based in Squamish, British Columbia. After making her own kiwi chips to bring camping, hiking, or binging Netflix, Sarah decided to share these healthy treats with friends and family. They were then dubbed as "healthy tasting sour patch kids" and Sarah began the journey to create her b...

Lessons Learned from an Eight Figure Exit w. Ryan Tansom 01.02.2023

Ryan Tansom is the Co-Founder and CEO of Arkona.   After hard work with his family's company, Ryan and his father turned the struggling business around by upgrading our staff, adding services, and implementing new systems. In 2014, the company sold for eight figures.   Selling the business helped Ryan find his purpose in life. With that, Arkona was born. The company began with the vision to provid...

The Brilliance of Diamonds As a Hard Asset w. Cormac Kinney 25.01.2023

Cormac Kinney is the Founder and CEO of Diamond Standard. Cormac has no shortage of achievements! Some noteworthy accomplishments include selling a company to Oracle in his senior year at Carnegie Mellon, coining the phrase “heat maps,” and being a pioneer in the field of financializing diamonds.   For thousands of years, people see diamonds as a valuable store of wealth. The diamond industry toda...

Finance lessons from a VC, CEO, and Mother w. Melissa Widner 18.01.2023

Melissa Widner currently serves as the CEO of Lighter Capital. She has extensive experience as an entrepreneur seeking funding and as a venture capitalist.   When it comes to funding for your business, there is no one-size-fits-all approach.   Melissa is a former venture capitalist and entrepreneur who has facilitated several high-value exits throughout her impressive career. She is also the co-fo...

Hydrogen: The Energy Source of The Future w. Grant Strem 11.01.2023

Grant Strem, is the CEO of Proton Technologies. The company focuses on combating greenhouse gas emissions by producing hydrogen from end-of-life oil wells. This hydrogen has the potential to be a major source of highly economical energy. Grant discusses his experiences engaging investors for the company. There is a lot of risk associated with this industry. Grant explains why big players are often...

Our Biggest Lessons From Over 100 Episodes w. Cory Cleveland 04.01.2023

Our host, Cory Cleveland as he reflects on some of the milestones from 2022. There have been many big wins, lessons, and even a few failures that are well worth looking back on.   We've interviewed over 100 CEOs and IR pros and this past year, we published our hundredth episode! An achievement that is still quite amazing to us. There have been some highly accomplished guests on our show and wonder...

Business and Music – The Interesting Connection to Growth w. Gerald Leonard 21.12.2022

Gerald Leonard is an accomplished author, jazz musician, and CEO of Principles of Execution.  He helps business leaders build teams that can overcome any challenge. He’s built up his company to serve federal and state governments and multinational corporations including Verizon, Freddie Mac, Hewlett-Packard (HP), GEICO, and many more.  Now, here’s the catch… Gerald has drawn from his experience as...

Merging Investor Relations and Technology w. David Whyte 07.12.2022

David Whyte is the Founder and CEO of Irwin.   Irwin is a leading investor relations platform designed with automation and reduced time-to-insight. Irwin has a goal to unlock and enhance investor and shareholder relationships for various business cases.   The platform services thousands of clients. We get the inside scoop on the philosophy that underpins what they provide and how they are managing...

The Psychology of Marketing w. Bob Hutchins 25.11.2022

Bob Hutchins is a digital marketer with a strong interest in the psychological side of marketing. This episode is a deep dive into the marketing space and, as he puts it, “our digital souls.” Bob has several years of experience working as a CMO and Digital Strategist.   The insights Bob shares in today’s episode are useful across the board from a B2B, B2C, and B2I perspective.   Human behaviour is...

Empathy Creates Value in Mergers and Acquisitions w. Kison Patel 09.11.2022

Do you want to know why a high percentage of mergers and acquisition deals fail? Kison Patel is the CEO of M&A Science and in this episode, we discuss all things mergers and acquisitions and how to manage investor relationships. Kison emphasizes that closing a deal needs to be more centered around the people aspect than it ever has been before. Kison explains the issues he sees most frequently...

Defying the NHL Odds w. Aaron Volpatti 26.10.2022

Do you sometimes wonder where to find the will power to overcome adversity? Aaron has an inspiring story that defies the odds that is full of determination and powerful visualization practice. Today, we speak with former NHL player turned cognitive performance coach, Aaron Volpatti. He played for the Vancouver Canucks and Washington Capitals of the National Hockey League. He has lived through many...

$500 Million to Decarbonize Real Estate w. Michael New 12.10.2022

Michael New, Principal at Fifth Wall, joins us to talk about their recent close of a $500 million dollar real estate venture fund. Michael tells us about the surprising obvious opportunity their firm has identified for decarbonizing the real estate industry. During our conversation, he shared the opportunity he identified to build a Venture Capital fund with a focus on real estate.  You’ll hear wh...

Investment Advising and Deal Financing w. Darrin Hopkins and Grant MacEachern 28.09.2022

Most of us would feel uneasy about lending money to someone we don't know. Yet when it comes to investing in companies, we rarely apply the same attitude. If you want to get to know a company and invest with confidence, then you need to do the work and go the extra mile.  For today’s guests Darrin Hopkins and Grant MacEachern, that has been the guiding principle. Both Darrin and Grant work as port...

Leadership and Legacy - The Triple Flag Story w. Shaun Usmar 14.09.2022

Shaun Usmar is the Founder of Triple Flag Precious Metals , an NYSE listed company. Triple Flag Precious Metals is a royalty and streaming company deploying capital to select investments in the mining industry.  Shaun is the kind of exemplary leader that major investors feel comfortable betting on. He has C-suite experience with Barrick Gold Corp., Xstrata, and other major industry players. He not...

Capitalizing on Carbon Credits w. Justin Cochrane 31.08.2022

Today, you’ll hear from Justin Cochrane, Director and CEO of Carbon Streaming. Carbon Streaming is a unique ESG company that offers investors exposure to carbon credits. As we already know, climate change is widespread, rapid, and intensifying.  There is significant and immediate capital needed to achieve climate goals. One of the ways to do this is by putting a price on carbon emissions with carb...

How to Create Winning Momentum and Keep It Going w. Scott Sinclair 18.08.2022

Scott Sinclair is the president and founder of Sinclair Range, a company that helps troubled businesses become thriving companies. He is a turn-around expert who identifies, restructures, and recapitalizes businesses so they can truly succeed. No two businesses are alike, whether they’re thriving or struggling. There are key indicators that can help you determine a company’s status; you need to kn...

How to Make Peace with Entrepreneurial Setbacks and Grow w. Mike Paton 10.08.2022

The Entrepreneurial Operating System (EOS), is a foundational framework that any business owner can implement.  We get to go deep into EOS with Mike Paton, who is the former Visionary and CEO of EOS Worldwide. He is the author of multiple books on the subject too. He currently works full-time as an implementor and facilitator of the EOS system!  In our chat with Mike, we get into his personal jour...

Making Gold Mining Sustainable Using the Blockchain w. Phil Rickard 03.08.2022

Gold mining is problematic since most of the world’s gold is never used. The extracted gold is stored at a secure location for preservation as an investment.  What if, instead of storing your gold in some obscure vault, you could invest without ever having to extract it?  Today, you’ll hear Phil Rickard, Founder of Nature’s Vault. Nature’s Vault is making, an ethical mining company looking to disr...

How Women Can Succeed on Wall Street w. Dani Hughes 20.07.2022

Dani shares her experiences of being a woman on Wall Street. She explains why it’s important for women’s voices and perspectives to lead certain conversations. Dani shares her thoughts on choosing an appropriate investment banker, the role of investment bankers as translators, and why it’s critical to have a five-year plan.  We delve into the importance of digital messaging. As well as the ways in...

Sustainable Finance in an Inflationary World w. Yrjo Koskinen 06.07.2022

No matter your industry, sustainable finance is a hot topic. Before COVID-19, it was clear that green investments were on the rise. But how has this trend shifted more than two years into the pandemic? Will investor appetite for ESG change going forward? Today, we sit down with Dr. Yrjo Koskinen. He is a Professor of Finance and Associate Dean of Research and Business Impact at the Haskayne School...

How to Invest in Self-Storage w. Jacob Vanderslice 22.06.2022

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...

Why the Metaverse is Our Future w. Ann Rosenberg 08.06.2022

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 u...

From Bootstrapping to a Series A Round w. Nic Beique 11.05.2022

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, w...

4-Day Work Weeks are a Gift – Not a Right w. Joe O'Connor 27.04.2022

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...

How to build strong bonds with your team w. Mogens Smed 13.04.2022

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 nu...

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