The Investor Relations Podcast
Podcast Description: The Investor Relations Podcast Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services. Welcome to The Investor Relations Podcast, where we explore the complex and fascinating world of capital markets, regulatory compliance, and investor communication. This show is designed for Investor Relations professionals, registered investment bankers, financial advisors, and corporate executives who want to sharpen their skills, stay informed, and navigate today’s fast-paced financial environment with confidence. Each episode features industry leaders sharing actionable insights and experiences on topics critical to investor relations, including: •Learn about the details of IPOs, secondary offerings, and PIPEs. •Best practices for roadshows and crafting investor presentations that comply with SEC regulations. •How to engage with retail and institutional investors while adhering to Reg FD. •The role of social media in investor relations: What’s permissible, and where to tread carefully. •Key strategies for handling earnings calls, forward-looking statements, and material disclosures. •Managing shareholder activism and navigating the challenges of modern corporate governance. •Reporting: How to communicate environmental, social, and governance efforts effectively. Why Listen? Whether you’re preparing for a capital raise, leading communications for a public company, or ensuring your team remains compliant, this show provides real-world conversations and valuable connections to help you succeed. Ideal Guest: Are you a professional managing investor relations for a public company, guiding a team through an IPO, or helping corporations navigate compliance in a highly regulated environment? If so, we’d love to feature your expertise. This is an opportunity to showcase your knowledge, expand your professional network, and contribute to the broader conversation around transparency and trust in capital markets. What’s In It for You? •Gain actionable strategies for engaging and communicating with investors. •Understand the nuances of SEC compliance, Reg FD, and FINRA rules. •Learn how to build investor trust and drive long-term shareholder value. •Get behind-the-scenes insights into successful capital raises, IPOs, and secondary offerings. •Be part of a community of professionals dedicated to improving transparency and effectiveness in investor relations. Whether you’re an IR professional, investment banker, or financial advisor, The Investor Relations Podcast delivers the insights, strategies, and connections you need to excel in the world of capital markets. Subscribe now and be part of the conversation shaping the future of investor relations. If you’re interested in being a guest, send us a direct message to share your expertise and join our growing network of professionals.
Episodes
The Key Traits of Effective Leadership in Investor Relations
Join us in this insightful video where we discuss the crucial importance of leadership in the Investor Relations (IR) community with a former CEO of Blockbuster and 7-Eleven.
Drawing from his extensive experience and his book 'Education is Freedom,' we delve into the essential soft skills every leader should possess, including creativity, curiosity, and confidenc...
Avoiding Common Pitfalls in Pitch Decks: Insights from Open VC
In this episode, the speaker shares their extensive experience reviewing over 25,000 pitch decks annually on Open VC. They highlight a frequent mistake made by founders: creating overly lengthy and text-heavy pitch decks.
The key advice offered is to keep the pitch deck concise and engaging, focusing on sparking interest rather than overwhelming the recipient with excess...
Avoiding Short-Term Thinking in Institutional Investor Relationships
This episode discusses the critical mistakes companies often make when building relationships with institutional investors. The primary focus is on the detrimental impact of being too transaction-oriented for quick sales rather than fostering long-term connections.
Rip emphasizes that successful, lasting relationships with asset managers often take years to develop...
How do great leaders conduct investor calls? They focus on three key elements: embracing change, exuding confidence, and fostering clarity. 🌟
Join Jim Keyes as he shares valuable insights on leading with impact and effectively engaging the investment community. Whether you're in the boardroom or on the stage, mastering these principles can help drive success and build trust.
Leadership #InvestorRelations #BusinessSuccess #C...
Elevate Your M&A Insights with Advanced Tools!
In the fast-paced world of mergers and acquisitions, staying informed is crucial. IR professionals, wouldn't it be beneficial to have all the industry updates consolidated in one place? 🤔
Our latest discussion with industry experts Josh Wilson and Nick Gershenhorn reveals how cutting-edge tools are revolutionizing the way IR professionals track M&A activity. From understand...
Measuring Success in Investor Relations: Quantitative vs. Qualitative Metrics
In this episode, Ben discusses the two-fold approach to measuring success in his dynamic job.
He emphasizes the importance of both quantitative metrics, such as stock performance and new investor acquisition, and qualitative measures, like the strength and quality of relationships with investors. Ben highlights that, while numbers are critical, the core of...
Navigating the Evolution of Investor Relations Across Market Caps
Investor relations (IR) is an integral component of any public company. It serves as the bridge between the company and its investors, ensuring clear communication regarding financial health and business strategy. However, the role of IR professionals can vary significantly depending on the market cap of a company. In this post, we'll explore how these roles evol...
Why the 'Spray and Pray' Method Fails in Capital Raising
The video discusses the ineffectiveness of the 'spray and pray' method used by founders when reaching out to investors on platforms like LinkedIn.
It highlights that the approach fails due to high volume and poor targeting, leading investors to become desensitized to such messages. The video also touches on how new venture capitalists initially aim to respo...
How Institutional Investors Identify Prime Opportunities
This episode explores how institutional investors find suitable investment opportunities, highlighting the impact of team size on access to valuable information and resources.
It also discusses the importance of creating communities and networking through events to expedite the process of finding investment opportunities.
Disclaimer: Joshua Wilson is a registered investment ban...
Enhancing Your Investor Relations Career: Credentials and Experience
This episode discusses the importance of financial acumen and varying career backgrounds in the field of investor relations. It provides insights on whether certifications like CFA or MBA are necessary depending on your prior experience.
The video offers advice for those transitioning from communications roles and competing against candidates with financial certifi...
From NFL Chief of Staff to Head of Investor Relations: The Overlapping Skills
In this episode, Ben discusses his career transition from being the Chief of Staff to NFL head coach Pete Carroll to becoming the Head of Investor Relations (IR) for a publicly traded company.
Despite the apparent differences, Ben highlights the similarities between the roles, emphasizing the importance of relationship management, effective communication, ...
🚀 Preparing for Earnings Calls: Turning Data into Insightful Strategies! 📊
Navigating the intricate landscape of earnings calls isn't just about numbers—it's about insights driven by event data. As highlighted by Josh Wilson and Nick Gershenhorn in our discussion, staying ahead means being informed about competitor IPOs, market trends, and restructuring activities that could impact your sector.
Event-driven data not only ...
Navigating the world of institutional investors can seem daunting, but it's not always about having the "right" connections.
In my latest discussion with Brian McKelvey, we explore the misconceptions of working with big investors and share insights on building authentic relationships.
Sometimes, it’s about direct outreach and persistence. Listen to how Brian successfully established connections with notable family of...
Choosing the Right Investor Relations Path: Hiring vs. Developing In-House
In the realm of investor relations (IR), companies often grapple with a critical decision: whether to hire an external IR agency or to develop an in-house team. Determining the right path depends on several factors, most notably cost and the company's development stage. Let’s explore how businesses can find the right balance.
Assessing Company Needs and R...
Key Red Flags That Deter Institutional Investors
This episode discusses major red flags that can dissuade institutional investors from pursuing opportunities. The primary concerns highlighted include the lack of good governance and changes in strategy by asset managers.
The importance of consistent strategy alignment with asset managers is also emphasized.
Disclaimer: Joshua Wilson is a registered investment banki...
The Joy of Investor Relations: Building Lasting Relationships
In this episode, we explore the favorite aspect of being in investor relations. The speaker shares their passion for interacting with people, learning new things, and building long-term relationships.
They emphasize the joy of meeting entrepreneurs, understanding their visions, and growing these connections over 15 to 20 years.
Disclaimer: Joshua Wilson is a registered inv...
Have you ever wondered what it takes to get a new drug to market?
The FDA drug approval process is a critical pathway that ensures safety and efficacy before new treatments reach the public.
In our latest discussion, Josh Wilson speaks with Allan Shaw about the intricate steps involved, from filing an IND application to conducting thorough Phase 1, 2, and 3 trials.
Whether you're interested in the biotechnology field or just c...
Leadership Insights from Jim Keyes 🔑
In our latest discussion, Josh Wilson and I delved into the challenging aspects of being a CEO. Jim Keyes, former CEO of 7-Eleven and Blockbuster, shared his profound truth: "It's not personal."
Jim emphasizes the importance of resilience and perspective in leadership. With thick skin and a focus on not taking criticisms personally, leaders can rise above challenges and lead with s...
In this episode, the organization Institutional Investor is explored. Originally a print magazine, Institutional Investor has evolved into a full-fledged media, thought leadership, and event company.
Rip Reeves shares personal experiences from reading the publication during college at LSU and throughout a career in investment management, including roles as a portfolio manager, bond trader, and Chief Investment Officer in ...
How to Navigate a Spotty Resume in the Startup and Venture Capital World
In this episode, we discuss how founders and entrepreneurs with seemingly spotty resumes can present themselves as ideal candidates during turbulent times.
Our discussion delves into the importance of tying together motivations for career moves and rebranding through acquisitions to showcase a clear career trajectory. We also offer advice on how to demonstrate ...
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