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
From research analyst to SPAC sponsor.
In this episode of The Investor Relations Podcast, Joshua Wilson sits down with Peter Wright to break down the investor relations strategy behind SPACs, capital raising, and building long-term alpha.
Peter has participated in single-digit billions of dollars of transactions across the sell side, buy side, IR advisory, and banking worlds . Today, he runs Intro-Act, operates a broker-dealer platf...
In this episode, Joshua Wilson sits down with Mike Kron to unpack the mindset shift from allocator to capital raiser.
Mike spent 32 years inside a large family office, scaling multifamily across Texas, Arizona, and California. Now he’s on the other side of the table, raising capital for his own private equity fund focused on high-credit, single-tenant net lease retail.
Inside this conversation:
• Why he waited out the interest rate cy...
In this episode of The Investor Relations Podcast, Dr. Thomas J Powell, founder of The Founder’s Office™, shares a candid perspective on communication breakdowns between founders and investors—and how to fix them. Drawing on decades of experience managing over $3.2 billion in capital, Tom explains why overly optimistic projections can backfire, and how transparency—even when things get tough—actually builds stronger, long-term inve...
When it comes to founder-investor communication, transparency isn’t just important—it’s essential. In this episode, Dr. Thomas J Powell discusses the disconnect that often arises between optimistic founders and seasoned investors who value honest, timely updates—even when things aren’t going well.
Josh and Tom explore why overconfident projections, withheld information, and poor communication can quickly erode trust, and how being t...
What does it take to raise over $3.2 billion across more than 500 deals? In this candid conversation, Dr. Thomas J Powell shares insights from his 35-year career in capital strategy, highlighting the importance of relationships, referrals, and long-term trust over splashy campaigns or promises of returns.
Dr. Powell explains how his capital deployments have always been rooted in discretion, diligence, and personal connection—working...
What do you say when a deal fails — and how do you say it to your investors?
In this episode of The Investor Relations Podcast, Dr. Thomas J Powell shares how he approaches the hardest conversations in capital management: when things don’t go as planned. With over $3.2 billion raised across 500+ founder deals, Tom talks candidly about transparency, accountability, and why most investors respect honesty more than rosy projections. Le...
What started as a simple podcast experiment has evolved into a global institutional partnership.
In this episode, Chris Williams and Joshua Wilson share the behind-the-scenes story of how the show led to a strategic collaboration with Institutional Investor and their premier international event, Alpha Edge.
They discuss:
• How the Investor Relations Podcast began as a way to open doors
• The challenge of breaking into institutional IR ...
In this powerful Part 2 of The Deal Podcast with Sean Phalon, we go deeper beyond capital, real estate, and transactions into the why behind the work.
Sean opens up about:
- Growing up as an adoptee and finding his identity
- Building $85M+ in real estate pipeline and managing over 200 units
- Lessons from selling a mortgage company to a bank
- How personal transformation shifted his business philosophy
He also shares what it means to b...
Investor relations is not a department.
It is a strategy.
In this episode of The Investor Relations Podcast, Joshua Wilson and Chris Williams break down the vision behind building a true investor relations ecosystem.
They discuss:
- What investor relations actually means
- Why communication must be strategic, compliant, and consistent
- How podcasts accelerate trust and deal flow
- Why private equity and family offices need a content strategy
- ...
SPACs are often misunderstood.
In this episode of The Investor Relations Podcast, host Joshua Wilson speaks with Louis Camhi, Founder of RLH Capital, about how professional investors deploy capital across the full SPAC lifecycle.
Louis walks through:
- What a SPAC actually is
- How redemption mechanics protect downside
- When risk capital makes sense
- How institutional PIPE backing impacts confidence
- Why extension votes create additional opt...
The FAVOR Factor: A Biblical Framework for Modern Funds
In this episode of the Investor Relations Podcast, Joshua Wilson breaks down a revolutionary biblical principle discovered within the story of Nehemiah—the first "public-private government grant" strategy. By decoding the word FAVOR, Joshua reveals a mnemonic framework that maps directly onto the business model of private equity, venture capital, and hedge funds....
When capital enters the room, founders often fear losing control. But what does it really mean to advocate for a founder without rubber-stamping every decision?
In this episode of The Investor Relations Podcast, Dr. Thomas J Powell explains how true founder-centric capital strategy works. He shares why being an advocate doesn’t mean saying yes—it means creating the systems, guardrails, and honest feedback loops that protect both the...
In this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, breaks down how investor relations strategies must adapt across the different stages of a biotech company’s growth. Drawing on his experience in capital markets and life sciences, Michael explains how IR leaders and executives can communicate more effectively with investors depending on whether their company is ...
In this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, shares how biotech companies should approach investor relations conversations around major clinical milestones. He explains why early and proactive engagement is critical, what types of conversations to prioritize before and after approval, and how the current market environment has shifted expectations compared...
In this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, shares his perspective on what makes investor relations effective in the fast-moving world of life sciences. Drawing from his experience at the intersection of biotech investing, clinical trials, and family office strategy, Michael explains how companies can strengthen relationships with investors and avoid comm...
What’s the secret to building long-term capital partnerships with family offices? In this episode of The Investor Relations Podcast, host Joshua Wilson is joined by Dr. Thomas J Powell, Founder of The Founder’s Office™, to explore the mindset and practices that foster lifelong investor trust.
Dr. Powell explains why the first investment is just the beginning of the relationship—and how transparent communication during both growth an...
In this episode of The Investor Relations Podcast, host Joshua Bruce Wilson asks Brian Adams what kind of licenses — if any — a Chief Investment Officer needs to operate within a family office.
Brian explains that many family offices operate under the family office exemption, meaning they are not required to register as an RIA or broker-dealer. As a result, CIOs in these settings often do not carry securities licenses. Instead, fami...
When is the right time to walk away from a deal? In this episode, Dr. Thomas J Powell shares a sharp framework for founders navigating exit decisions—one rooted in his decades of capital structuring experience and lessons from hard-earned wins (and losses).
Tom explains why turning down an offer often means you’ve just “bought your asset at that price,” and how understanding opportunity cost, redeployment potential, and investor exp...
In this episode of The Investor Relations Podcast, Dr. Thomas J Powell offers candid insights into how founders and fund managers can build lasting relationships with family offices by aligning expectations from the start. Drawing from decades of experience in private equity and capital structuring, Dr. Powell shares why the first deal should never be treated as the only deal—and how short-sighted thinking around capital flexibilit...
In this episode of The Investor Relations Podcast, Joshua Bruce Wilson sits down with Dr. Thomas J. Powell, founder of The Founder’s Office™, to explore what it really takes to manage investor relationships across decades, deals, and global markets. With over $3.2 billion in capital structured throughout his career, Dr. Powell shares his perspective on the evolving role of investor relations—not just as a transaction function, but ...
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