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
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 ...
What Is Market Cap?
Market Capitalization (aka Market Cap) is one of the simplest — and most misunderstood — ways to measure a public company’s value.
It’s calculated by:
Share Price × Total Shares Outstanding = Market Cap
It doesn’t reflect revenue, profits, or cash on hand — it reflects what the market believes you’re worth right now.
Here’s a gritty breakdown I put together — in old-school rap form — to ...
The Key to Finding a Trusted IR Partner for Your Small Cap Company
Navigating the investor relations (IR) landscape can be a daunting task for small to mid-cap companies. Selecting the right IR agency involves understanding your company's specific needs and ensuring the agency can meet these requirements both now and in future scenarios. Josh Wilson and Jordan Darrow provide valuable insights into selecting the ideal IR partner...
Unlock the Full Potential of SPACs with Effective Monitoring! 🔍
Tracking the intricate lifecycle of SPACs is essential for IR firms aiming to make informed decisions and maximize opportunities. From the IPO stage to the merger completion, every step provides critical insights into market sentiments and strategic planning. Our latest discussion with industry experts highlights the importance of understanding each phase, fr...
Lyrics
(Verse 1)
SPACs are the way we're building it bright,
Finding great teams and we're soaring in flight,
Deals coming fast, yeah, the future's in sight,
Rolling along in that SPAC Lightning tonight!
(Chorus 1)
Tell me more, tell me more -
Did they find a great team?
Tell me more, tell me more -
Is it part of the dream?
...
In the world of fundraising, engaging with family offices requires a unique approach tailored to the distinct dynamics at play. In our latest discussion, experts Josh Wilson and Brian McKelvey delve into their valuable lessons learned from navigating this complex space.
💡 Key Takeaways:
- Understand the individualized dynamics of each family office.
- Communicate effectively and cater to their specific interests and preferences.
- Embra...
Essential Resume Tips: What to Avoid for a Successful Application
In this interview, we explore essential resume tips to avoid common pitfalls. Learn why overloading your resume with logos, charts, and excessive details can be detrimental.
Discover the importance of highlighting your career progression, key impact areas, and relevant experience in a clear and concise manner. Find out what recruiters weigh most heavily and how to for...
Essential Advice for Working With Institutional Investors
This episode provides crucial advice for companies aiming to work with long-term institutional investors. The key recommendation is to ensure that the products and strategies being marketed are grounded in a thorough understanding of the investors' objectives and needs.
The discussion highlights the common mistake of service providers offering various...
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...
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