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The Insider's Guide To Finance

The Insider's Guide To Finance

By: Cory Cleveland
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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.© 2025 Cory Cleveland Economics Marketing Marketing & Sales Personal Finance
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Episodes
  • From Investment Banking to Building Luxury Homes w. Allison Grafton
    Feb 26 2025

    What does it take to be an authentic leader? Allison Grafton is the award winning President and Founder of Rockwood Custom Homes. In this episode, she shares the details of her journey, from kicking off a career in the male-dominated investment banking industry in the early 1990s to starting Rockwood Custom Homes after facing obstacles in her own renovation projects.

    We discuss the personal attributes she considers as fuel for her success, where her confidence comes from, and what she would advise other women in male-dominated fields. Next, we get into the premise and foundational values that she has built her business on and the epic scale of the projects that she has completed. We touch on plenty of different topics, from vulnerability in leadership to mentorship among women, book recommendations, and more.

    This episode's show notes: https://bit.ly/4kiRo4N

    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.

    Show More Show Less
    1 hr and 7 mins
  • The Dos and Don'ts of Private Equity w. Jeremy B. Hill
    Feb 13 2025

    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.

    Show More Show Less
    58 mins
  • From Bridgewater to Breakthrough: A Tech-Driven Approach to Alternative Investments w. Bob Elliott
    Oct 9 2024

    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.

    Show More Show Less
    49 mins

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