The Insider's Guide To Finance

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...

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 business...

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 publi...

Key Points From This Episode: • Wesley shares the realizations and learnings which led him to found his company, Risk Management Advisors. • An explanation of what captive means in the context of insurance companies. • When it makes sense for a business to set up their own private insurance company. • What captive insurance can look like in the construction industry. • The industry which struggles...

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...

Craig shares the goal of his company, Carbon Infrastructure Partners. Economic elements driving carbon capture and storage.  The importance of policy designs around carbon prices.  Where the majority of the 40 billion tonnes of annual CO2 emissions come from.  How to deal with our energy problem, as the energy demands increase.  Three themes that dominate the energy industry.  Limitations of wind...

Alasdair shares what he’s learned from four decades of working in changing markets. Insight in Alasdair’s realistic assessment of banks today. The history of banks being saved by governments, going all the way back to the 1800s. Alasdair’s opinion on the current market and credit conditions and how CEOs, small business owners, and investors should be preparing themselves. How small businesses have...

Nuclear energy will change our world. It has the power to change the negative impacts of energy production as well as becoming an increasingly exciting area to invest. Scott Melbye is the CEO of the Uranium Royalty Corp, which is focused on making strategic investments in uranium assets. Scott brings with him over 37 years of experience and has powerful insights into both the commodity side of ura...

Peter shares some background information about himself and his company, Axial.  Explanations of the various different types of buyers who make use of the Axial platform. How Axial categorizes the businesses that are sold through their platform. Two business deals which have recently been closed through Axial.  Reasons for the high amount of activity in the small business M&A economy. Peter run...

When most of us think of the helium industry, we generally go straight to balloons and funny voices.  In today’s episode, we get together with Chris Bakker to discuss helium’s many uses in a variety of fields, from healthcare to high tech, and why there’s no real substitute for it. Chris is the CEO of Avanti Energy Inc., has had a long career in oil and gas, and is also an economist, placing him i...

In today’s episode, we get together with David Jilk, a serial entrepreneur, software engineer, startup advisor, and author. We talk about David’s latest book The Entrepreneur's Weekly Nietzsche: A Book for Disruptors which he co-wrote with his longtime friend and colleague Brad Feld, and how he transitioned into the field of writing. David talks about his writing process and how it differs when wr...

In today’s episode, we continue our conversation with Steven Van Metre, financial planner, portfolio manager, and an increasingly recognized commentator on macroeconomics and the global financial system.  During the second part of our interview, Steven opens up about his personal struggles regarding his health. He explains how the medical establishment undermined his ability to receive a diagnosis...

It’s very common for business owners to neglect taking the long view of their company for five, or even ten years down the line. Especially, since you become conditioned to think in quarterly and annual outcomes. This is not the case for today’s guest Steven Van Metre; a financial planner, portfolio manager, and an increasingly recognized commentator on macroeconomics and the global financial syst...

The time has come for environmental issues to take the stage; with companies being pressured from all angles to employ sustainable practices and offset their carbon footprints. Our guest on today’s show is already way ahead of this trend. Anthony Milewski has been financing and building mining and exploration companies for many years. He has also always been passionate about the enviroment and dec...

As someone who has worked with entrepreneurs for many years, and as an entrepreneur himself; self-proclaimed cynical optimist, Jake Hoffberg, has a wealth of knowledge on the topic of raising capital.  The first half of our discussion largely focuses on crowdfunding. Prior to the JOBS Act, the capital raising environment for entrepreneurs was, for various reasons, very limiting. Jake explains the...

The vast majority of mergers and acquisitions don’t work out well. Jon Ouellette, a lifelong entrepreneur and our guest on today’s show; has insights as to why this is the case.  He also explains what CEOs need to be aware of in combining companies through M&A. He should know as he combined 35 companies into one before being successfully sold to an international buyer. It all comes down to peo...

Losing money is always going to be a part of the venture capital game. However, it’s how the money is lost that matters. With 30 years of experience as a securities lawyer working regularly with entrepreneurs, and as the founder of two legal-tech companies; Doug Ellenoff has a wealth of knowledge to share which will benefit anyone in the start-up world. His goal is to help entrepreneurs raise capi...

In today’s episode, you’ll hear from Rick Rule, now the former President and CEO of Sprott US Holdings. Rick is outspoken to say the least, but still seems to consider every word carefully. His entrance into the finance industry is a story worth listening to twice, and the people he learned from can be credited with leading the frontiers of the Canadian venture capital industry.  In the first part...

The path to success takes many steps.  Today we sit with Peter Thomas to learn from his journey and hear about each of the steps that he took to build his illustrious career. Peter’s a lifelong entrepreneur, real estate investor, developer, and financier. We open our conversation with Peter by hearing his professional history. After hearing about how the sales aspect of his past role impacted his...

One of the biggest questions in the “new normal” economy is how do you build a successful business during a global recession?  In today’s episode, you’ll hear from Douglas Hurst. A person that knows all about building a successful company in a bad market! Doug is Chairman of Northern Vertex Mining Corp. He is also a lifelong miner who started his career as an exploration geologist. He eventually t...

In this three-part miniseries, you’ll hear from Codie Sanchez. She is a venture capitalist and a former investment banker and journalist. She joins us today to enlighten us on why knowing your numbers as an entrepreneur is crucial. Codie is the Managing Director and Partner at Entourage Effect Capital. They are a growth equity firm focused specifically on investing in the legalized cannabis indust...

In this three-part miniseries, you’ll hear from Codie Sanchez. She is a venture capitalist and a former investment banker and journalist. She joins us today to enlighten us on why knowing your numbers as an entrepreneur is crucial. Codie is the Managing Director and Partner at Entourage Effect Capital. They are a growth equity firm focused specifically on investing in the legalized cannabis indust...

In this three-part miniseries, you’ll hear from Codie Sanchez. She is a venture capitalist and a former investment banker and journalist. She joins us today to enlighten us on why knowing your numbers as an entrepreneur is crucial. Codie is the Managing Director and Partner at Entourage Effect Capital. They are a growth equity firm focused specifically on investing in the legalized cannabis indust...

Most companies struggle to engage long-term investors because they aren’t able to present a clear and compelling narrative. This insight comes from Matt Badiali, a financial analyst and writer who joins us today to talk about building stronger investor relationships through storytelling. After chatting about his background as an analyst and writer, we ask Matt to share his top advice on captivatin...

Today’s guest is Nick Findler, CEO of GoPublic. AI. Nick and his partners have come together to match entrepreneurs with financiers and brokers in raising capital and taking companies public on the junior Canadian stock markets. For entrepreneurs looking to raise early-stage capital, GoPublic. AI aims to educate and match them with good financing groups. For brokers and financiers, Nick and his te...