Podcast

#29 - Anonymous-cast Series - Inside Hedge Funds (aka public equity investing) in Canada

#29 - Anonymous-cast Series - Inside Hedge Funds (aka public equity investing) in Canada

This is the second episode of the anonymous podcast series. The field we will be exploring today is public equity investing in Canada, generally referred to as the buy-side or hedge funds for simplicity. We talk about the path to getting a seat as an investor, the changes in the industry with the growth of robo-advisors, a PM's personal portfolio vs. what they sell to their clients and more. We even jump around on general equity investing and you will definitely be able to hear our guest's passion for investing on today's episode for sure. To allow for candidness of conversation we've made the guest's identity anonymous and I've also changed up the person's voice and given them a gender-neutral name.

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did You Enjoy This Post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#28 - Anonymous-cast Series - Inside Venture Capital Investing in Canada

#28 - Anonymous-cast Series - Inside Venture Capital Investing in Canada

This is the first episode of an anonymous-cast series I'm doing. So in the past podcast episodes we explored the career journey of many different professionals but today we're going to be looking at what someone actually does in their role in a particular field. The field we will be exploring today is venture capital investing in Canada. To allow for candidness of conversation we've made the guest's identity anonymous and I've also changed up the person's voice and given them a gender-neutral name. Some of you may be wondering how you would know to trust this person or not. For that, I guess I would be your filter and you'll have to trust me to bring in guests who I feel can deliver a level of candidness and knowledge to that particular field. Rest assure that I am doing my best in that realm. I'll be doing a series of these episodes to test them out so if you end up enjoying this different style and want more then shoot me a note in the "reach out" tab on my site.

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#27 - Natasha Jung, Executive Producer & Co-Founder of Cold Tea Collective

#27 - Corporate marketing to digital storytelling for Asian-Americans with Natasha Jung, Executive Producer & Co-Founder of Cold Tea Collective

Join in for a conversation with Natasha Jung, the co-founder and executive producer of Cold Tea Collective. Cold Tea Collective is a media company that focuses on telling the stories of Asian-American millennials and Natasha's own story is one I got to highlight on Accounted For. Natasha's journey started with a dream of media production that was derailed with the allure of a 'stable career' in marketing. All until a fateful letter to herself from the past that reignited the fire to pursue her media dream. An overarching theme in Natasha's journey has been a passion for community service and throughout her entrepreneurial journey, her continued dedication to community service pays off in unforeseen ways. This has been a conversation where I sought to learn more about growing my own media company but I've come out of it with more learnings in other areas as well.

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#26 - Bob Wang, Founder of Legacy Advantage

#26 - Building a bookkeeping business with $2M in sales with Bob Wang, Founder of Legacy Advantage

Join in for a conversation with Bob Wang, the Founder of Legacy Advantage and the BC Region Leader of Deloitte Ctrl. Legacy Advantage was a bookkeeping company for small businesses in BC and it was acquired by Deloitte to become part the engine of Ctrl's BC business. But Bob is no ordinary bookkeeper. In our conversation we delve through Bob's background of growing up in the Czech Republic, his entrepreneurial father fleeing the Czech mafia to Vancouver and how this upbringing fostered a passion for helping small businesses in his accounting career at KPMG to his own company, Legacy Advantage. Bob grew his company to about $2MM in revenue within the first 3 years through a method of partnering with the 'would-be' competition and creating an organization build around 'common sense'.

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#25 - Tom Lowden, Labs Manager of WeWork Toronto

#25 - Investing and Operating Coffee Shops, Startup Incubators and Co-working spaces with Tom Lowden, Labs Manager of WeWork Toronto

Join in for a conversation with Tom Lowden, the Labs Manager of WeWork Toronto. Prior to WeWork, Tom build out a skill set in fundraising for the public sector after having explored a number of different opportunities. After that experience he was the inaugural, I daresay the 'founding' team, of Toronto's Creative Destruction Lab incubator and he went on to become an investor and operator with Boat Rocker Ventures where he brought to life the Dineen coffee shops. Tom's fascinating career is one filled with entrepreneurial spirit and I hope you find it as enjoyable and exciting as I did.

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#24 - Marty Kratky-Katz Co-founder and CEO of Blockthrough

#24 - Nine years of entrepreneurship and three companies with Blockthrough's Marty Kratky-Katz

Join in for a conversation with Marty Kratky-Katz, the co-founder and CEO of Blockthrough. Blockthrough is a Toronto based startup that helps web publishers recoup some of the advertising dollars they lose out to adblockers whilst creating an ad-friendly experience for the site's customers. Marty has been an entrepreneur for close to 9 years and Blockthrough is his 3rd company. In our conversation we go through each of Marty's startups, the learnings associated with each, the bumps and bruises and the reality of what it's like to be a founder and how it's definitely not for the faint of heart. We cover everything from finding investors, surviving as a company, parting ways with your cofounder, withstanding parental pressures to be a doctor and more!  

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#23 - Chief Career Catalyst of Focus.Inspired with Luki Danukarjanto

#23 - Veteran Technology Consultant turned author and Chief Career Catalyst of Focus.Inspired with Luki Danukarjanto

Join in for a conversation with Luki Danukarjanto, the Chief Career Catalyst at Focus.Inspired and the author of a career book titled: Stuff I Wish I Knew Earlier. Luki is on a mission to help millennials redefine their career journey as a coach but with aspirations to create a new form of education in the future. Luki's story is one filled with cultivating humility through disappointment and making decisions following his curiosity. We journey his personal development and rebranding through an almost 13 year career in consulting to taking the leap of entrepreneurship whilst having a wife and 2 kids. We talk about his early years starting Focus.Inspired and what it's like now 3 years later with the various learnings he experienced as an operator.  

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#22 - Daniel Lee, Your Host's Personal Story (Holiday Special)

#22 - My Journey Through the Accounting, Consulting, Finance Trifecta (Holiday Special Solo-cast)

Join in for a conversation with myself! This is a solo-cast episode where I go through my own career journey. If you want to hear me ramble about the trials and tribulations I experienced in my own unorthodox journey through accounting, consulting and finance then please tune in! It may look obvious to some but I can tell you for a fact that it was nothing of the sort when I was going through it. 

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#21 - Matt O'Leary, Chief Partnership Officer at Carrot Rewards

#21 - Lobbyist to Products to Startup BusDev, 3 Continents and partnering with an Asian billionaire with Matt O'Leary

Join in for a conversation with Matt O'Leary. Matt is the Chief Partnership Officer at Carrott Rewards. Carrott Rewards is an app that helps people meet their personal health and fitness goals using a habit based system. Matt has had an international journey starting in PR and Lobbying in London, UK then moving over to Singapore then creating a venture lab for the billionaire Air Asia founder and ex-virgin executive Tony Fernandes in Kuala Lumpur, Malaysia. He then returned to Canada to continue his journey in the startup ecosystem by focusing on business development roles and we actually go through what business development is and just how his lobbying for international government organizations and product management led to how he leads partnerships at Carrot.  

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#20 - Jason Li, Co-founder of TomYum Designs

#20 - Accountant to UX Design and starting his own agency, TomYum Designs, with Jason Li

Join in for a conversation with Jason Li, one of the Co-Founders of TomYum Design. As Jason puts it Tom Yum is a design partnership that is working its way to become a product design agency. Jason is a fellow accounting alum from the University of Waterloo but unlike many in our program, like myself, he did not pursue the accountant's path. He had initially intended to but he started listening to his heart and pursued product design after graduating. Many of my fellow business friends think a transition to a designer without an artistic or technical background is not possible but Jason has done it. We talk about how he built up a portfolio, what he had in the portfolio, his experience working at Thanx, a Sequoia backed startup, and his experience coming back to Toronto and building a design agency. If you're an aspiring designer this is definitely the chat for you but even if you are not (like me) this will continue to be a fun and eye-opening conversation to breaking into the field of product design so I hope you enjoy my chat with Jason Li.

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#19 - Justin Raymond, CEO of Flexday

#19 - Founder of 4 companies and looking to disrupt the modern work environment via Flexday with Justin Raymond

Join in for a conversation with Justin Raymond, the Founder and CEO of Flexday. Flexday is a Toronto-based startup that is looking to create a community of office-free workers where nomads alike can work from environments that energize them. I'm a happy consumer of Flexday and have been nomading through their 20 different locations as my office throughout the week. Justin has had a fascinating career journey where he has gone about creating 3 successful companies that are still in operation today. He was also the North American president of Hailo, the UK-based taxi app company that competed in the rideshare market with Uber and Lyft in the early days. Justin's story was just a fascinating one of constantly listening to your gut and sticking to the mental model of always building a company with a mission of social responsibility at its core.

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#18 - Jordan Hill, VP of Finance at #paid

#18 - Accountant turned career coach, B2B entrepreneur and now VP at #paid with Jordan Hill

Join in for a conversation with Jordan Hill, the VP of Finance & Operations at #paid. #paid is a company that helps social media influencers get paid by matching them up with companies who want to advertise via influencers. With the continued polarization in the marketing world where we are seeing more leaders that dominate small niches this is a really interesting space to play in. Before #paid Jordan was a fellow Big 4 auditor but like many he knew this wasn't for him, in fact his partner told him this wasn't for him. After which, he went to be a career development coach. He was first solo then he teamed up with a partner to develop a product to essentially make a licensing product for organizations. We go through all the trial and tribulations of entrepreneurship ins these varying stages and also dig into what he actually does and why he actually wouldn't be doing what he is doing now if he tried to jump straight from accounting.

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#17 - Ricky Zhang, Founder of Prince of Travel

#17 - Finance to luxury travel blogging for Canadians with Ricky Zhang

Join in for a conversation with Ricky Zhang, the founder of Prince of Travel. Prince of travel is a travel company that started off as a blog where Ricky writes posts on ways Canadians can hack and earn ways to travel in luxury for low costs whether it's getting business class flights and/or staying in luxurious hotels on trips throughout the world. We discuss Ricky's journey of turning a passion project into a full-time business and how he transitioned from building the company over a year until he was ready to quit his accounting/finance job at a bank to taking on the path as a full-time entrepreneur. This was a super fun conversation where Ricky shared some basic tactics where a travel credit card noob like me got some actionable steps to start my journey of accumulating huge points to schedule my first luxury travel trip.  

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#16 - Natalie Festa, Co-Founder of Boro

#16 - Entrepreneur in sustainable fashion after Africa and the Big4 with Natalie Festa

Join in for a conversation with Natalie Festa, Co-founder of Boro - a peer-to-peer clothing rental marketplace. Natalie is a fellow KPMG audit alum. From there she got a sabbatical to work as a managing director of a local fashion company in Tanzania where she was also the roommate of Lucas Perlman, who came on as a guest on episode 11 of the podcast! We go through Natalie's journey of listening to your gut and getting off that hedonistic career treadmill, seeing the fashion supply chain in the developing world, quitting with nothing but an idea and the entrepreneurial journey she has embarked on. We go discuss ways of starting a company without VC funding but bootstrapping, the day to day realities and more! Stay on and listen to my interview with Natalie. 

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#15 - Upkar Arora, CEO of Purpose Capital

#15 - Accounting to buying out companies, impact investing and serial C-suites with Upkar Arora

Today's podcast is with Upkar Arora, the CEO of Purpose Capital. Man, where to begin. Upkar's had a fascinating career journey. He is both a University of Waterloo Accounting graduate and KPMG alum like myself but his journey takes him to the Canadian Google of the 2000s, Nortel, then to various executive roles, even in a company that files with bankruptcy. We dive into his transition to a private equity investor, creating his own consulting company that essentially starts buying businesses and then to his current passion of impact investing with purpose capital. He is also super passionate about career development and overall life design so we go deeper into his perspective, his learnings, the popular career class he teaches at Waterloo and much more. This is a talk where we don't go into the nitty gritty of a specific role but actually go through how Upkar found his north star, his "why", his purpose and how that helps guide his decision making process. I really do hope you enjoy this conversation as much as I did. Here is Upkar Arora. 

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#14 - Greg Duggan, VP at Alignvest (Part 2 of 2)

#14 - Investment banking, Onex private equity, Harvard MBA and the non-linear reality with Greg Duggan (Part 2 of 2)

Listen in on the second part of the two part series of my interview with Greg Duggan. If you missed the first part then I advise you start from there and then come back to this episode. But just as a refresher, Greg's the VP at Alignvest management corporation where he is in the private equity investing arm. He was previously at Onex and graduated from harvard business school with an MBA. In the second part of the interview we dive deeper into the private equity process, what greg actually does everyday, mistakes he made in university, values of a MBA and more. Hope you enjoy my conversation with Greg Duggan. 

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#13 - Greg Duggan, VP at Alignvest (Part 1)

#13 - Investment banking, Onex private equity, Harvard MBA and the non-linear reality with Greg Duggan (Part 1 of 2)

Today's interview is with a good friend of mine, Greg Duggan. Greg is currently the Vice President at Alignvest Management Corporation, and Investment management firm and he is in the private capital, aka private equity team there. Greg has what I consider to be the "poster-child" resume for someone in private equity where he started his journey in investment banking in Morgan Stanley and Credit Suisse, then went to do private equity at the Canadian giant Onex Corporation and then went onto get his MBA from Harvard Business School before joining Alignvest. I've known Greg throughout his journey and as we get deeper into his story we showcase how it was anything but linear. This is part 1 of a 2 part series where we were having so much fun we decided to chat for a full 3 hours. In part 1 we dig into his earlier career journey and the various decisions and obstacles he faced in each transition that creates the current illusion of the linear career path in private equity. Here is my conversation with Greg Duggan. 

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!

#12 - Sam Restagno, Managing Director at Golden Spruce Capital

#12 - Banking to starting, investing and operating small businesses with Sam Restagno

Join in for a conversation with Sam Restagno, Managing Director at Golden Spruce Capital, a private investment company that focuses on buying small businesses with an ebitda of 1-5MM. In our chat Sam takes me through how he persevered through to get into investment banking, and the process of making the decision to leave the plush expense account and comfy banking world to ultimately start a 2 person fund with his business partner. We go through the world of small company investing, the importance of relationship building, the opportunity size, the various funding options and the frugality and hustle you need as founders. I personally got a lot of value out of this chat and even if you aren't someone who isn't hell bent on running your own investment company in the future I think you'll be able to extract lot's of value out of my chat with Sam. Hope you enjoy. 

 

Subscribe to the podcast by:

iTunes

Google Play

Stitcher Radio

Did you enjoy this post?

JOIN THE COMMUNITY BY SUBSCRIBING TO THE WEEKLY NEWSLETTER

INCLUDED IN THE NEWSLETTER ARE:

I LOVE HEARING FROM YOU AND IF YOU HAVE ANY IDEAS, FEEDBACK OR JUST WANT TO CONNECT REACH OUT!