The Insider's Guide To Finance

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.

The Insider's Guide To Finance is a business podcast hosted by Cory Cleveland, with 171 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Cory Cleveland hosts The Insider's Guide To Finance, a business show with 171 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #171

  From Investment Banking to Building Luxury Homes w. Allison Grafton

  Feb 26, 20251h 7mS0

  <p>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.</p><p>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...

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  Episode #170

  The Dos and Don'ts of Private Equity w. Jeremy B. Hill

  Feb 12, 202558 minS0

  <p>Finding a partner for your business should be as well-thought-out as finding a partner to marry!</p><p>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.</p><p>Tune in to hear Jeremy's valuable insights on navigating the world of private equity and leadership!</p><p>Check out some of...

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  Episode #169

  From Bridgewater to Breakthrough: A Tech-Driven Approach to Alternative Investments w. Bob Elliott

  Oct 9, 202449 minS0

  <p>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.</p><p>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...

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  Episode #168

  Zero-Loss Growth Investing in Tech Ventures w. Randy Garg

  Sep 25, 202451 minS0

  <p>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. </p><p>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. </p><p>Randy...

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  Episode #167

  Emotions, Strategy and Communication: Insights on Fund Management w. Bruce Campbell

  Sep 11, 202451 minS0

  <p>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.</p><p>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.</p><p>Together we dive into the role of Investor Relations and how effective communication can make or...

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