The Insider's Guide To Finance

Carlos Domingo is the co-founder and CEO of Securitize. He and his team have been applying the power of blockchain to managing private and public securities. They are able to efficiently take investors through the entire servicing of assets – from buying or subscribing to shares, to managing Know Your Client requirements, cross border regulations, and establishing clear transfer of ownership. As a...

Chris Simair is the Managing Director of Harvest Builders and former co-founder of Skip the Dishes. Skip the Dishes is a true David versus Goliath story. He and his team bootstrapped Skip through the toughest days and ended up selling for hundreds of millions. Now Chris is running Harvest Builders, a hub for supporting the launch and growth of remarkable technology companies across the Canadian pr...

Lukas Lundin, head of the Lundin Group, has grown his group of resource companies into a combined market cap of over $20 billion dollars. Although Lukas has created billions in value for shareholders, his perspectives and advice are applicable to anyone in business.  We talk about a number of subjects from how Lukas approaches government relationships, building partnerships, succession planning wi...

Welcome to our season finale! It is a recap of 2020 and an overview of what to look forward to in 2021. We have been fortunate to introduce you to dozens of guests over the past year. In this episode, join me to reflect on what we've learned from those interviews. A key takeaway I have is the importance of sticking to your principles and remaining objective, as well as leading with good intentions...

Kim Furlong is the CEO of the Canadian Venture Capital and Private Equity Association. Venture capital and private equity are powerful components of our economy but often misunderstood and arguably, over-regulated. The industry can also be heavily impacted by the policies of the government.  Kim and her team are 'lobbyists' in the most honorable way of working to ensure entrepreneurs can be suppor...

Raising capital and running a Silicon Valley business are high-pressure endeavors. Jason Tan and his team have raised over $100,000,000 to build their vision of SIFT. As we hear, being human is one of the best things you can do to run a successful business. Jason is also an alumnus of the famous Y Combinator incubator program and explains how his role as a leader is continuously evolving. He speak...

Joshua and Leonard Harlan of Harlan Capital join us to discuss their focus on investing in new and emerging asset classes. We have witnessed a significant shift in business, where companies no longer need to derive their value from their own net tangible assets. They can now grow by leasing assets as and when they need them and this creates a very compelling investment opportunity.  Check out some...

Ari Pandes has published numerous papers on the capital markets with a focus on early-stage venture financings. Ari is a champion of the public venture capital system in Canada, although it could be argued that private venture capital and public venture capital are very comparable sources of funding. He has researched numerous aspects of the financial markets as well the levers of success for both...

Justin Kates is a partner of DuMoulin Black where he practices securities law. His focus is on advising companies through their growth curves on how to properly structure financings and help execute M&A transactions. It doesn’t matter what stage you are at in your company, a bad deal is a bad deal, so you need a trained eye on your team. The public venture markets in Canada have long been reco...

George Palikaras joins us to talk about how to access millions of dollars in government grants, tax credits, and R&D subsidies available for your business. Done right, it can be a powerful source of fund that won't dilute your shareholders.  George is the founding President and CEO of Metamaterial, which is listed on the CSE under MMAT. George was able to finance much of the R&D and early...

Marcello Botolli is the co-founder and Managing Partner of EVCP Growth Equity. EVCP is a boutique private equity firm dedicated to investing in promising consumer lifestyle brands. Marcello has led remarkable brands including his position as Chairman and CEO of Louis Vuitton, his restructuring and turnaround of the great American brand, Samsonite, and his directorship positions with other internat...

Today’s guest is Jamie Keech, a Canadian mining engineer, and natural resource financier. Some of his partners and peers identify Jamie as a key piece in building profitable mining companies, including Equinox Gold and Maverix Metals. He is the co-founder of Capitalist Exploits and the host of the Resource Insider podcast. A key part of Jamie’s business is facilitating and participating in private...

Today we’re joined by Russ Heddleston, Co-Founder and CEO of DocSend. DocSend is an application that is increasingly used by the finance industry for sending documents securely like pitch decks. It can also create secure and tracked file sharing spaces, or data rooms. However, this episode is not about DocSend. Today, Russ will be sharing with us his very interesting Silicone Valley career. Some m...

The opioid crisis has created a pressing need for successful addiction treatments, especially as the majority of people who seek treatment will relapse. In today’s episode, we speak with Founder and Co-Chairman Shayne Nyquvest and CEO Jeremy Weate of Universal Ibogaine. Universal Ibogaine, is aiming to address the opioid crisis and revolutionize the therapy industry by using ibogaine in addiction...

In this episode of the Insider’s Guide to Finance, we talk to Jay Martin, the CEO of Cambridge House International. With his team, Jay has produced some of the largest small-cap investor conferences in Canada, that is until his business came to an abrupt standstill when COVID-19 struck. Fortunately, he was able to pivot on a dime. A key part of their successful transition was their previous commit...

Anthony Milewski is back on the show to do a second interview. We dive into how he is navigating the markets during these uncertain times and discuss the opportunities he is seeing in business and the markets. We also get into the forces that are propelling the ESG movements into industries and boardrooms. From dealings in Russia, to globally financing opportunities and taking top leadership posit...

 Marin Katusa is a renowned professional resource investor, life long teacher, and a New York Times bestselling author.   He presents an unpopular view of the financial industry and explains how he's approached building his business as one of the largest early-stage resource investors in North America.  We discuss Marin’s ideal business partners and how he looks for operators that focus on their c...

Do you feel like you are not getting enough value out of the legal fees you pay? In this episode, Greg Ramsay explains how management teams can make better use of the relationships with their legal team. Greg is a corporate mergers and acquisitions lawyer, as well as an entrepreneur and founder of his own firm, Made it Legal. He’s been counsel on numerous deals that are measured well into the hund...

Wesley King has come to be known as the Biohacking Investment Banker. In this episode, we dive into three areas: financing companies, marketing to investors and biohacking for a better life. Wesley has brought together these three into a banking career and now the launch of his own firm, Coherent Capital.  Wesley’s focus and commitment is on a sector that he’s both active in and passionate about,...

Anthony Lacavera, an extremely accomplished Canadian entrepreneur, is the founder and chairman of Globalive. Anthony built and sold a number of companies including WINDMobile, however, mistakes are made in the entrepreneur world, whether you’re seasoned veteran or an amateur. We shouldn’t be afraid of conversations that probe into difficult topics. Conversations around experience become an opportu...

When companies go public, and even before, they need to have a solid understanding of the capital markets. However, in Canada, there is a critical shortage of these skills in publicly-traded companies, which play a determining role in success. As a capital markets professional, Andrew Osis, co-CEO of Magnetic North Acquisitions Corp, has connected his corporate finance career to company building....

We're celebrating episode 50! It was suggested to do an episode where someone interviews me so I reached out to my good friend Mark Raffan, host of a #1 rated podcast, "The Negotiation Ninja".  In this episode, we reflect on 50 episodes, lessons from our guests and talk about what lights me up with the how-to properly finance deals and engage investors. Check out some of our most popular episodes:...

ESG is becoming a strategic advantage. Ebel Kemeling is the Managing Director of ESG and Responsible Investing at MJ Hudson. Ebel advises fund managers and companies on how to establish, execute and measure long-term Environmental, Social and Governance programs - or ESG. The amount of capital now seeking sustainable growth through sustainable investments is staggering and that means ESG has grown...

What are the benefits of going public? And most importantly, what are the risks versus the rewards of making such a decision? Richard Carleton is the CEO of the Canadian Securities Exchange (CSE), which plays a material role in supporting early-stage companies and their access to the capital they need for executing their business plans. Richard and the CSE are making a point of living their slogan...

Oren Klaff is the best-selling author of Pitch Anything and Flip the Script, and a successful entrepreneur and financier. Oren has raised hundreds of millions for companies and has strong opinions on how to do it correctly. Oren's approach to capital raising will make you throw out everything you thought you knew about selling you and your business. He sheds light on why your sales, marketing, or...