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
Maximizing the Impact of Your Board of Directors
Discover the best practices for forming and leveraging a board of directors in a publicly traded company. Learn why having activist investors with a deep understanding of the business can be beneficial, and understand the importance of including members with industry experience, customer pipeline expansion abilities, and financial expertise.
Gain insights on how the right board member...
Connecting Tech Founders with Early Stage Investors: An Overview of OpenVC
Explore how OpenVC helps tech founders—whether in SaaS or biotech—connect with early stage investors. Learn about this online platform designed to streamline the process of finding active investors ready to fund initial or seed rounds.
00:00 Introduction to OpenVC
00:09 What is OpenVC?
00:11 Purpose and Audience of OpenVC
00:16 How OpenVC Works
00:26 Finding Inves...
Key Characteristics of Successful Fundraisers and IR Associates
In the ever-changing market landscape, being an effective fundraiser or IR associate boils down to a few key traits. 🌟
According to insights shared by industry expert Brian McKelvey, here are the top three characteristics that can set you apart:
- Persistence: Navigate market fluctuations with resilience.
- Clear Communication: Articulate investment ideas effectively.
- Cons...
The Critical Role of Event Driven Data in Investor Relations
In this insightful discussion with Nick, we dive into the importance of event driven data in the world of investor relations. From IPOs and M&As to bankruptcies and activist engagements, these events significantly shape investor sentiment and market positioning.
Learn how monitoring these signals helps IR teams tailor their messaging, proactively address investor conce...
Navigating Job Turnover and Presenting a Strong Resume
This episode addresses the importance of understanding and evaluating recent job turnover. It highlights the need for hiring managers to consider candidates' long-term tenure at past positions and advises candidates on how to explain frequent job changes.
The video also underscores the significance of maintaining legitimate and verifiable work experiences when not in a corp...
Finding and Sustaining Motivation as a Founder
This episode delves into the challenges of maintaining motivation as a startup founder. The discussion emphasizes the importance of choosing a project that aligns with personal beliefs and industry experience.
It explores strategies for sustaining motivation through attainable milestones and ensuring financial sustainability.
Paul Graham’s concept of being “default alive” comes up — a r...
Understanding Buy Side vs. Sell Side
This episode explains the distinction between the buy side and sell side in the financial industry. It covers the roles of investment banks, brokerage firms, and analysts on the sell side, whose goal is to sell stocks.
On the buy side, it includes institutional investors like Fidelity, Wellington, and hedge funds whose objective is to manage and invest large sums of money.
Disclaimer: Joshua Wilso...
Navigating Investor Relations: Key Learning Experiences
In this episode, we explore the crucial learning experiences of an Investor Relations (IR) professional working with mid to large-cap companies.
The discussion delves into the importance of understanding financial statements, communicating effectively with different investors, and the necessity of providing accurate and truthful information. The guest shares insights on learnin...
Key Considerations for Working With Institutional Investment Strategies
This episode discusses crucial factors investors need to keep in mind when making long-term investment decisions. It emphasizes the importance of aligning the investment strategy with the long-term objectives of the investment pool, such as ensuring liquidity for corporate pensions, retirement plans, or insurance claims.
This alignment is essential for maintaini...
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, ...
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