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
A Thoughtful Strategy for Investor Relations in Small Cap Companies
Navigating investor relations (IR) for small cap companies requires more than just immediate outreach. It demands a strategic approach that prioritizes long-term relationships with shareholders. This is how a calculated strategy can transform the perception and success of these companies.
### Deep Dive into the Company and Industry
Effect...
Essential Skills for Success in Investor Relations
In this episode, Christine highlights the vital skills necessary for thriving in investor relations, emphasizing communication, relationship management, strategic thinking, financial acumen, and regulatory knowledge.
She underscores the importance of honest communication with investors and cautions against the detrimental practice of overpromising and under-delivering, which can ero...
Understanding the Organizational Structure of Institutional Investors
In this episode, the Rip Reeves discusses the varying sizes and structures of institutional investors, highlighting examples ranging from portfolios worth a hundred million dollars to sovereign wealth funds in the trillions.
The speaker emphasizes the significant differences in how these institutions operate and the importance of contacting them directly to unders...
From Dreams to Legacy: The Entrepreneur's Journey
This song narrates the potential journey of an entrepreneur who started with just a dream, life savings, and a bank card.
Through hard work, sacrifice, and determination, they grew from living off ramen and maxing out credit cards to building a successful business.
Along the way, they went through different funding stages and groups:
Savings, Credit Cards, Friends and Family, An...
Key Credentials and Qualifications in Investor Relations
This episode discusses the types of credentials that are important in investor relations (IR) and what CFOs and hiring managers look for in resumes and pedigrees.
It covers advanced certifications and degrees such as CFA, IRC, MBA, and CPA, explaining how each demonstrates strong financial, commercial, and business acumen.
The script highlights that while these degrees are imp...
Crafting a Successful Investor Day: Strategies and Innovations
David discusses the essential elements of a successful investor day. He emphasizes the importance of ensuring that investors leave with a comprehensive understanding of the company's strategy, operations, and long-term outlook.
Key strategies include defining a high-level message, selecting appropriate speakers, and incorporating innovative, interactive elements suc...
In this podcast episode, the discussion centers on the differences between government and commercial contracts and their significance with investor relations.
Nicholas Coriano explains that government contracts, issued by various government levels, typically offer higher reliability and lower competition compared to commercial contracts from private companies. This reduced competition and increased stability make government contra...
The Evolving Role of Activism and Investor Relations
This episode explores the longstanding presence of activism in corporate environments and the evolving role of Investor Relations (IR) in managing activist demands. It discusses the diverse agendas of activists, from executive changes and board seats to recent focuses on ESG and D&I commitments.
The merging of public events, political impacts on markets, and intense media scru...
Understanding Investor Days: Timing and Strategy
In this episode, David explains what an investor day is, highlighting its purpose as an opportunity for companies to present a broader management team and give in-depth updates to analysts and investors.
He also discusses the optimal timing for holding an investor day, emphasizing strategic importance and recommending specific months outside of earnings season and major industry event...
Navigating Uncertainty: A Day in the Life of Valter in the IR World
In this episode, Valter provides an insightful look into his daily life, highlighting the unpredictable nature of working in investor relations (IR) with micro and small-cap companies. Despite his organized approach, Valter thrives on the daily volatility and uncertainty within the stock market, driven by news and macroeconomic events.
He emphasizes the importance o...
Proactive IR Strategies: The Key to Success
In this episode, we discuss the top investor relations (IR) mistake made by firms and internal groups: inactivity. The speaker emphasizes the importance of being proactive, ensuring that people are aware of the clients, and actively communicating their stories.
Highlighting the difference between high-profile companies and those that need more effort to gain attention, the discussion cente...
Timing and Importance of Post-IPO Investor Day
In this episode, David discusses the optimal timing for conducting an investor day after an IPO, typically falling within 12 to 18 months post-pricing.
This timing allows the company to demonstrate a performance track record, refine its strategic messaging based on market and investor feedback, and provide a longer-term financial outlook.
The discussion emphasizes the importance of show...
Investor Relations (IR) Strategies for Private Companies
In this episode, the discussion centers around the role of Investor Relations (IR) in supporting private companies. The conversation covers how private companies can benefit from IR support similar to public companies, including preparing presentations, finding the right audience such as private equity or venture capital firms, and strategizing for an eventual exit.
It elabora...
🎤 New Track Drop: “The Roadshow Life” 🎶
Yes… it’s a country pop song about investor relations. And yes—it slaps.
IR isn’t just about charts, EBITDAs, and roadshows across major markets. It’s about storytelling. It’s about energy. It’s about building trust, casting vision, and turning conversations into long-term relationships.
I wanted to show that side of the business—the fun, the grind, the airplane pitches and margin math—and tur...
Key Elements for Crafting a Compelling Earnings Call Narrative
In this episode, David discusses the crucial components of telling a company's story during an earnings call or company presentation. He emphasizes the importance of clearly articulating the investment thesis, which includes highlighting market opportunities, competitive advantages, and financial strategies.
David advises focusing on factors that drive revenue growt...
Understanding the Formation and Investment Behind Special Purpose Acquisition Companies (SPACs)
This episode explores who builds and invests in Special Purpose Acquisition Companies (SPACs). The discussion reveals that sponsors, typically professional investors, industry executives, and occasionally private equity firms, fund the initial capital and acquire founders shares.
The money raised from investors like hedge funds, instituti...
Understanding Disclosure Obligations in Securities Offerings
This episode explores the essential disclosure obligations companies must adhere to when conducting securities offerings. It emphasizes the importance of transparency and the inclusion of all material information that can influence investors' decisions.
The discussion covers the critical components of a prospectus, including offering price, financials, management, and...
Effective Strategies to Gauge Investor Sentiment
In this episode, David discusses the best methods for understanding how investors perceive public companies. He highlights the importance of directly asking for feedback after investor meetings, roadshows, and conferences.
David suggests conducting perception surveys through third parties to obtain unvarnished and actionable insights into a company's strategy, investment prospect...
Insights on Transitioning to Investor Relations
In this episode, Peter discusses the increasing trend of analysts and finance professionals moving into Investor Relations (IR) roles. He highlights the interest from CFOs, boards, and hiring managers in candidates with investor mindset and street experience, noting that professionals from sell side, buy side, investment banking, and accounting often transition to IR.
Peter also emphas...
Understanding Legal and Regulatory Requirements for Conducting a CMPO
This episode delves into the legal and regulatory requirements necessary for a company to execute a Confidentially Marketed Public Offering (CMPO). Key topics covered include self-registration, SEC filing, securities tax compliance, FINRA oversight, underwriting compensation, and confidentiality rules under Regulation Fair Disclosure (REG FD).
The discussion emphas...
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