The Insider's Guide To Finance

What’s the value that small-cap investments can offer to an investor's portfolio? 

In this episode, we sit down with Matias Grum, Senior Portfolio Manager and Investment Advisor at Raymond James Ltd., to explore the potential of high-growth small-cap companies for portfolio managers and their clients. 

Matias brings a wealth of experience in financial planning and investment management, leading a team dedicated to providing comprehensive and personalized wealth strategies to a diverse clientele. 

We delve into his approach to incorporating small-cap companies into a diversified portfolio, offering insights into optimal buy and sell timings, and the benefits of early-stage investments. Discover Matias's strategies for portfolio construction, his expertise in navigating the current dynamic investment landscape, the latest trends in wealth management and the key to effective investor relations for public companies when communicating their message.

Show notes of this episode: https://bit.ly/3TaZqjr

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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.


What is 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.