Tag Archives: Phillip Shum

Mo Lidsky on How to Find Conflict-Free Financial Advice (and Avoid Snake Oil!)

CSE’s Phillip Shum recently sat down with Mo Lidsky, CEO of Prime Quadrant, to discuss the market perspectives he has earned through advising 120 ultra-high net-worth families comprising $15 billion in assets under management.

In this discussion, Mo shares how his own challenge in obtaining unbiased, conflict-free investment advice led him to start Prime Quadrant (0:57), why his firm is applying a “super protective” mindset during these rising markets (5:09), his common principles and best practices for investing (10:39), and why it is potentially dangerous to apply recency bias when investing in fixed income products (14:42).

Listen until the end to hear how Mo’s own encounter with a fraudster led him to research and write his new book, “Selling Snake Oil” (19:03), and how he has leveraged his family office network to support his philanthropic efforts every year at the Prime Quadrant Conference (24:14).

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Ian Tennant on How to Earn Investor Attention with Your Next Press Release

CSE’s Phillip Shum recently caught up with Ian Tennant, Co-Founder and Director of Newsfile Corp., to reflect on the company’s origins starting 20 years ago.

In this chat, Ian shares how the Sarbanes-Oxley Act presented an opportunity for a new, national newswire service (1:04), his tips to maximize the most important real estate of a press release (4:00), and the key ingredients to reaching both Canadian and US investors (8:09).

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The 2019 CSE Year in Review with James, Barrington, and Phil

CSE’s James Black recently joined his colleagues Barrington Miller and Phillip Shum to reflect on another eventful year at the Exchange for Entrepreneurs.

This special episode includes a wide-ranging discussion on the many highlights from 2019. The team discusses the numerous global destinations that the CSE covered throughout the year (1:53), the fascinating intersection between public cannabis companies and famous athletes (7:11), and the memorable events that left a lasting impression (11:25).

Listen until the end to hear James, Barrington, and Phil’s insights from interviewing over 80 entrepreneurs on the #HashtagFinance podcast, and the inspiration generated by the newly launched Market Open at the CSE Media Centre in Toronto (27:53).

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Duane Nelson on the Biggest Mining Innovation Since the 1870’s

Duane Nelson, CEO and President at Enviroleach Technologies Inc. (CSE:ETI), joined Phillip Shum in the podcast studio to share his thoughts on how his company’s environmental mining technology is replacing the harmful application of cyanide and mercury in mineral extraction (1:10), the 100 million tonne (a year) opportunity in the e-waste sector (3:10), and the challenge of meeting demand for Enviroleach’s technology globally (9:25). Listen until the end to hear how the company just recently poured its first 95 ounce gold bar from minerals extracted using its technology!

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Alain Ghiai on Globalizing Swiss-Style Cyber Security and Digital Privacy

Alain Ghiai, Founder and CEO at GlobeX Data Ltd. (CSE:SWIS), joined Phillip Shum in the podcast studio to share his thoughts on how his company works to outperform Dropbox, Gmail and WhatsApp in the arenas of cyber security and privacy (2:37), how data has surpassed oil and gas as the world’s most valuable asset (5:00), and why Switzerland is the ideal home for cyber security infrastructure (9:40). Listen until the end to hear how GlobeX is establishing major partnerships with global companies like América Móvil, and the 12 specific verticals they focus their business on.

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Tom Meredith on Building New Resources with Modern Exploration Techniques

Tom Meredith, Executive Chairman of West Red Lake Gold Mines Inc. (CSE:RLG), joins Phillip Shum after the company’s Market Open at the CSE Media Centre to discuss his history and successes in the mining space (1:31), how the company is using modern exploration techniques to create valuable new resources (5:00), and his thoughts on gold as a foundational element of the global financial ecosystem (10:25). Listen until the end to learn why the Red Lake District of Northwestern Ontario is a well-known gold source, and for Tom’s thoughts on the investment cycle of mining and resource companies.

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Paul Rosen on Moving into the Next Generation of Cannabis

Paul Rosen, CEO of Pantry Food, joins Phillip Shum to discuss what makes a good (and not so good) cannabis operator (5:08), how Pantry is evolving cannabis edibles from a “broken category” into a wellness-based, artisanal industry (10:05), and developments in the cannabis space that he believes may cause investors to be more particular about where they choose to invest going forward (16:08). Listen until the end to learn about his history as an avid entrepreneur and early entrant into the cannabis space, for his advice to investors who are looking to enter the industry, and to hear why he believes hemp is the “sleeping giant” of the economy.

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Matt Nordgren on Cannabis Investment and the Lessons Learned from Pro Football

#WeedWeek spills over into its second week! Arcadian Fund Founder and CEO Matt Nordgren sat down with Phillip Shum (ed. debut host!) to chat about his experience as a pro quarterback and his perspective on team building and investments (3:15), his funds’ criteria for cannabis investments (7:00), and defining the consumer opportunity in Cannabis (e.g. akin to the early days of Apple Computer) (15:00). Listen until the end of the pod to hear Matt’s thoughts on the use-case for cannabis for athletes, life-lessons learned as the star of “Most Eligible Dallas” and his seven-day challenge for all listeners and viewers!

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