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
Sequoya Borgman, Founder and CEO of Borgman Capital and a CPA with two decades in public accounting, joins host Joshua Wilson alongside Marit Harm, Vice President of Firm Operations & Marketing, who leads the firm's investor relations. They trace Borgman Capital's evolution from a first deal backed by 28 investors to a 500-strong network of family offices, institutions, and high-net-worth individuals — built deal by deal ...
Most VCs never touch the RIA path. Martin Garcia walked BITKRAFT straight into it — because he decided you cannot properly serve investors at the convergence of gaming and crypto without the flexibility to hold both equity and token warrants. That single structural choice reframes what investor relations actually means: optimizing the fund itself around the people whose capital you steward.
In this episode, Martin Garcia &mdas...
A young lieutenant in Afghanistan once sat next to a 40-foot shipping container packed with robots nobody asked for — a warning about what happens when defense technology outruns the warfighter's actual needs. Kevin Pavnica now uses that lesson to help capital allocators avoid funding the next container of unused tech.
Kevin Pavnica, partner at Blackrock Strategy and a U.S. Army veteran of the elite Asymmetric Warfare Group wh...
What if the biggest edge in capital allocation isn't information — it's understanding how the people deploying $140 trillion actually think under pressure? In this episode, Stanford's Ashby Monk admits he was skeptical of behavioral assessment tools — until one read his eight-page profile and left him feeling "seen."
Ashby Monk, who leads a Stanford research center focused on long-term investor decision-making, a...
"What if I gave you a piece of my portfolio to manage?" Early in his career, Gary Preisser tried to answer that. Now he knows the only right response is a question: What is the money for, and when will you need it?
EPISODE SUMMARY Gary Preisser, Managing Partner and co-founder of Stonebriar Wealth Advisors, joins Joshua Wilson for a sharp conversation on how registered investment advisors actually evaluate private equity, private cr...
"Nobody can ever trust this company again." That's what Eric Ries told a young founder on the way to what looked like a celebration — but was actually a wake for a company's soul.
In this special-release episode, Joshua Wilson sits down with Eric Ries — author of the New York Times bestseller The Lean Startup, founder of the Long-Term Stock Exchange (LTSE), and author of the new book Incorruptible — for a c...
There are only two types of public companies: those with activists, and those that will have activists. Aaron Bertinetti has seen it from every angle — issuer, advisor, and proxy — and he's blunt about what most boards get wrong before the gate is ever rattled.
In this episode, Joshua Wilson sits down with Aaron Bertinetti, CEO of Investor Engagement at Computershare North America, for a candid conversation on what moder...
The public market is 50% smaller than it was in 2000. Companies are staying private longer. And the wealth being created during that private window is bypassing every traditional investor relations playbook ever written.
Joshua Wilson sits down with Jeff Ransdell — Founding Partner and Managing Director of Fuel Venture Capital — for a conversation IR teams cannot afford to miss. After two decades at Merrill Lynch oversee...
He sold 1,500 multifamily doors at 46 — over pancakes and a napkin number at IHOP — and then had to figure out what came next. What Mike Stohler found was an entirely different world: boutique castle hotels in Catalonia, Spain, priced at a fraction of what you'd expect, and a capital-raising strategy that no one in the room had ever seen before.
Mike Stohler is Managing Partner at Gateway Private Equity Group and host of...
A quantum physicist who built the world's first FDA-cleared wearable medical monitor — then crossed to the VC side and finally understood why he only raised $20M instead of $200M. What Leon Eisen, PhD discovered on the other side of the table will change how you think about every investor conversation you've ever had.
Dr. Leon Eisen, PhD is a 4× founder, venture capitalist, and creator of Fundables OS™ — a fundraising op...
What a 96-Year-Old Wall Street Legend Wishes Every Founder Knew — Morty Davis
Morty Davis funded a startup whose founder chose his company over his marriage — and Morty called it immediately. That's what betting on the jockey really looks like.
In this episode, Joshua Wilson sits down with J. Morton "Morty" Davis, Chairman of D.H. Blair Investment Banking Corp. and one of Wall Street's most storied venture capitalists. Ov...
Trust is becoming the most valuable asset in private markets.
In this episode of The Investor Relations Podcast, Joshua Wilson interviews Pat Zingarella on building a platform that enables verified investor reviews of general partners.
Pat explains how his platform allows LPs to submit verified feedback based on real investment experience, creating a new layer of transparency in capital markets.
Inside this episode:
• The concep...
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 ...
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 r...
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 pro...
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 ...
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 quickl...
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—w...
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...
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