The Investor Relations Podcast

By Joshua Wilson

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Category: Investing

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Episodes: 194

Description

The Investor Relations Podcast is where IR professionals, investment bankers, and public company executives sharpen their edge on capital markets, regulatory compliance, and investor communication.

This show is built for Investor Relations professionals, registered investment bankers, financial advisors, and corporate executives who want to stay informed and navigate today's fast-paced financial environment with confidence.

Every episode brings in someone who has done the work — IR officers who have run the earnings call, bankers who have priced the deal, securities counsel who have drafted the disclosure — sharing actionable insight on the topics that matter most:

  • IPOs, secondary offerings, and PIPEs: how they're structured and what moves them
  • Roadshows and investor presentations that hold up to SEC scrutiny
  • Engaging retail and institutional investors while adhering to Reg FD
  • Social media in investor relations: what's permissible, and where to tread carefully
  • Earnings calls, forward-looking statements, and material disclosure
  • Shareholder activism and the challenges of modern corporate governance
  • ESG reporting: communicating environmental, social, and governance efforts effectively
  • Building investor trust and driving long-term shareholder value

WHY LISTEN

Whether you're preparing for a capital raise, leading communications for a public company, or making sure your team stays compliant, this show delivers real-world conversations and the connections to help you succeed. You'll get behind-the-scenes insight into successful capital raises, IPOs, and secondary offerings, plus a working understanding of SEC compliance, Reg FD, and FINRA rules.

ABOUT THE HOST

Joshua Wilson is a registered investment banking representative holding FINRA Series 79 and Series 63 licensure, and a licensed Florida real estate broker. He has conducted more than 2,000 interviews across the capital markets. The Investor Relations Podcast is a One Iron Network production.

WANT TO BE A GUEST?

If you manage investor relations for a public company, are guiding a team through an IPO, or help corporations navigate compliance in a highly regulated environment, we'd love to feature your expertise. It's an opportunity to showcase your knowledge, expand your professional network, and contribute to the broader conversation around transparency and trust in capital markets. Reach out at theinvestorrelationspodcast.com/contact.

Subscribe now and join a community of professionals working to improve transparency and trust in the capital markets.

DISCLAIMER

The content of this podcast is for informational and educational 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.


Episode Date
Frame Control: The Psychology Behind Every Investor Conversation — Oren Klaff
Sep 24, 2026
Lower Middle Market Buyouts and the Art of Investor Communications with Sequoya Borgman & Marit Harm
Jul 15, 2026
Optimizing for the Investor: Why This VC Became an RIA with Martin Garcia
Jul 08, 2026
Allocators and Warfighters: From the Cap Table to the Battlefield with Kevin Pavnica
Jul 03, 2026
The Psychology of Capital Allocation: How Investors Really Decide — Ashby Monk & Logan Yonavjak
Jul 01, 2026
What VCs and PE Firms Get Wrong When Pitching RIAs with Gary Preisser
Jun 16, 2026
Learn To Become Incorruptible with Eric Ries
May 26, 2026
The IR Playbook Every Company Needs Before Activists Show Up — Aaron Bertinetti
May 22, 2026
How RIAs Are Reshaping the Investor Base for Pre-IPO Companies with Jeff Ransdell
May 12, 2026
From Multifamily to Castles in Spain: A Capital Raiser's Story — Mike Stohler
Mar 31, 2026
What Investors See That Founders Don't — Inside the VC Decision Process — Leon Eisen, PhD
Mar 24, 2026
What a 96-Year-Old Wall Street Legend Wishes Every Founder Knew — Morty Davis
Mar 19, 2026
How Investor Reviews Are Reshaping Trust in Private Markets
Mar 18, 2026
Inside the SPAC Playbook: Research, Capital Strategy, and Building Real Alpha | Peter Wright
Mar 01, 2026
From 14,000 Units to Launching a $100M Private Equity Fund
Feb 26, 2026
How Should Founders Handle Failed Deals with Investors?
Feb 24, 2026
What Investors Really Want to Hear from Founders
Feb 24, 2026
Transparency Is Your Greatest Investor Tool
Feb 24, 2026
Raising $3.2 Billion in Capital: Lessons from 500+ Founder Deals
Feb 24, 2026
How a Podcast Turned Into a Global Institutional Partnership | Alpha Edge 2026
Feb 23, 2026
Are You Building Your Business from the Outside In or the Inside Out?
Feb 21, 2026
The Future of Investor Relations: Building the Deal Maker Network
Feb 20, 2026
A Framework for Evaluating SPAC Investments | Louis Camhi of RLH Capital
Feb 17, 2026
The FAVOR Factor: A Biblical Framework for Funds
Jan 07, 2026
Founder-Centric Capital Strategy Explained
Dec 03, 2025
Biotech IR Across Development Stages
Nov 20, 2025
IR Strategies Around Clinical Trial Success
Oct 13, 2025
Biotech & Life Sciences Investor Relations
Aug 30, 2025
Building Lifelong Investor Relationships with Family Offices
Aug 11, 2025
What Licenses Does a Family Office CIO Need?
Aug 04, 2025
Knowing When to Exit: A Founder’s Guide to Capital Timing
Aug 01, 2025
Long-Term Success with Family Offices
Aug 01, 2025
What 30+ Years of Capital Raising Taught This Family Office Leader
Jul 31, 2025
Biotech Turnaround Strategies
Jul 31, 2025
Essential First Steps to Pursue a Role in Investor Relations
Jul 30, 2025
What Aspiring CIOs Should Know About Family Office Careers
Jul 29, 2025
Earnings Calls: Insights and Importance
Jul 28, 2025
Tracking the Full Cycle of Early Stage Companies to IPO or M&A
Jul 25, 2025
The 4-Point Investor Match Test For Capital Raising
Jul 23, 2025
Key Expectations for Board Members in a Biopharmaceutical IPO
Jul 21, 2025
Why Are RIAs Attractive for Fund Managers Seeking Capital?
Jul 18, 2025
What is the Role of a Family Office CIO?
Jul 17, 2025
What Makes a Great Fortune 500 CEO?
Jul 16, 2025
How to Understand Investors’ Needs
Jul 15, 2025
13F Filings: Implications for Small and Large Companies
Jul 14, 2025
What Makes an Investment Attractive for Institutional Investors
Jul 11, 2025
How Can IR Firms Efficiently Track Market Events?
Jul 10, 2025
Balancing an IR Career and Family Life
Jul 09, 2025
How Family Offices Are Shaping Investor Relations
Jul 07, 2025
Navigating IR Job Searches Beyond LinkedIn
Jul 07, 2025
Leveraging Boards for Corporate Growth and Success
Jul 02, 2025
What Is OpenVC and Who Is It Designed For?
Jul 02, 2025
What Key Characteristics Make an Effective Fundraiser or IR Associate?
Jun 30, 2025
How Can Event Driven Data Enhance Investor Relations?
Jun 27, 2025
What are Some Resume Red Flags?
Jun 25, 2025
Balancing Founder Passion and Reason
Jun 24, 2025
Understanding Buy Side vs. Sell Side
Jun 20, 2025
Key Learning Experiences for an IR Professional
Jun 19, 2025
Aligning Investment Strategies with Institution's Objectives
Jun 18, 2025
A Leader’s Character in the Eyes of Investors
Jun 06, 2025
What Are the Common Mistakes in Pitch Decks?
Jun 04, 2025
Avoiding Short Term Traps in Investor Relations
May 30, 2025
How Great Leaders Lead Investor Calls
May 29, 2025
How Can IR Professionals Effectively Track M&A Activity
May 28, 2025
How is Success Measured for Investor Relations Professionals?
May 27, 2025
The Evolving Role of Investor Relations Across Market Caps
May 26, 2025
Why Does the Spray and Pray Method Fail in Capital Raising?
May 23, 2025
How Institutional Investors Identify Opportunities
May 23, 2025
Can Experience Outshine Credentials in IR?
May 22, 2025
From NFL Chief of Staff to Head of IR
May 21, 2025
Preparing for Earnings Calls
May 20, 2025
How Do You Successfully Approach Institutional Investors?
May 19, 2025
Choosing the Right IR Path: Hiring vs Developing In-House
May 14, 2025
Key Red Flags That Deter Institutional Investors
May 13, 2025
My Favorite Part of Investor Relations with Christine Petraglia
May 12, 2025
What is the FDA Drug Approval Process?
May 12, 2025
How Does a CEO Handle the Weight of Leadership?
May 07, 2025
What is Institutional Investor
May 01, 2025
Entrepreneurs: Cohesive Career Story from Spotty Resume
Apr 30, 2025
Market Cap Dreams
Apr 29, 2025
Guidelines for Selecting an IR Partner
Apr 29, 2025
Why is Tracking the SPAC Lifecycle Crucial for IR Firms?
Apr 28, 2025
SPAC Lightning
Apr 26, 2025
Key Lessons Learned When Raising Money from Family Offices
Apr 26, 2025
How Can You Avoid Common Resume Pitfalls?
Apr 25, 2025
Understanding Institutional Investor's Needs
Apr 24, 2025
Strategic Approach to IR for Small Cap Companies
Apr 23, 2025
Key Skills for Success in Investor Relations
Apr 22, 2025
Inside the Structure of Institutional Investors
Apr 21, 2025
Funding Stages Bootstrap Beats
Apr 19, 2025
Which Credentials Matter For Investor Relations Careers
Apr 18, 2025
Key Ingredients for a Successful Investor Day
Apr 17, 2025
Government vs. Commercial Contracts in IR Strategies
Apr 17, 2025
What is Activism and How Can IR Teams Be Prepared?
Apr 16, 2025
What is an Investor Day?
Apr 16, 2025
A Day In The Life Of Valter Pinto
Apr 15, 2025
The Biggest Mistake in Investor Relations
Apr 15, 2025
From Roadshow to Investor Day: Strategic Timing and Planning
Apr 14, 2025
Supporting Private Companies in Investor Relations
Apr 14, 2025
The Roadshow Life (Country Pop)
Apr 13, 2025
Creating a Compelling Investment Narrative
Apr 11, 2025
The Architects of Special Purpose Acquisition Companies
Apr 11, 2025
Understanding Disclosure Obligations in Securities Offerings
Apr 10, 2025
Understanding Investor Perceptions and Gathering Feedback
Apr 10, 2025
The Evolution of Finance Roles: Peter McDermott on IR Careers
Apr 09, 2025
CMPO Essentials: Regulatory and Legal Framework
Apr 09, 2025
 What is a Shelf Registration?
Apr 08, 2025
Job Searching During Uncertain Times
Apr 08, 2025
Educating Investors About Government Contracting
Apr 08, 2025
What are the Main Types of Securities Offerings?
Apr 07, 2025
IR vs. PR: Navigating the Differences and Synergies
Apr 07, 2025
Compensation in Investor Relations
Apr 04, 2025
You Down With OTC? (A Lyrical Guide To The OTC Market)
Apr 04, 2025
A Guide to Different Types of Institutional Investors
Apr 04, 2025
The Three Pillars of Investor Relations
Apr 04, 2025
Understanding Confidentially Marketed Public Offerings (CMPO)
Apr 03, 2025
SPACs Explored: History and Evolution
Apr 03, 2025
The Funding Stages & Common Founder Mistakes
Apr 02, 2025
What is the Difference Between an Asset Manager and Asset Allocator
Apr 02, 2025
Navigating Small Cap Investor Relations
Apr 02, 2025
Inside Investor Relations: Skills for Career Success
Apr 02, 2025
Comparing CMPO, PIPE, and ATM Strategies
Apr 01, 2025
Emerging Trends in Institutional Investing
Apr 01, 2025
Beyond New Investors: The Role of IR in Shareholder Relations
Apr 01, 2025
The SPAC Journey: From Private to Public
Mar 31, 2025
Turning Government Contracts into Investor Engagement
Mar 31, 2025
Investor Relations: The Digital and Social Media Revolution
Mar 28, 2025
Managing Hot Topics in Investor Relations
Mar 28, 2025
What is a SPAC?
Mar 27, 2025
IR Strategies on Preparing for a Successful IPO
Mar 27, 2025
Essential Training for CEOs Going Public
Mar 26, 2025
How Do You Get Into Investor Relations
Mar 26, 2025
Building a Comprehensive IR Function for New Public Market Entrants
Mar 25, 2025
What is a GSA Schedule?
Mar 25, 2025
A Day in the Life of Stephen Hawksworth
Mar 24, 2025
How Do Investment Banks Make Money?
Mar 24, 2025
Angel Networks and SPAC Collaboration
Mar 21, 2025
Understanding The IR Function From Boards Seats to C-Suites
Mar 21, 2025
Crafting Compelling Investor Presentations
Mar 20, 2025
The Role of Investor Relations in Smaller IPOs
Mar 20, 2025
Navigating SPAC Investor Relations
Mar 20, 2025
Highlighting The Benefits of Government Contracts
Mar 19, 2025
Understanding SEC Regulatory Requirements for New Securities
Mar 19, 2025
The Evolution of Investor Relations: From PR to Strategic Partner
Mar 18, 2025
What is the Investor Relations Role in an IPO
Mar 17, 2025
The Most Valuable Asset for New Graduates: Your Network
Mar 17, 2025
What is a Contract Vehicle
Mar 14, 2025
A Day in the Life of a Corporate Attorney with Mike Blankenship
Mar 14, 2025
Personal vs. Corporate LinkedIn Profiles: Which Should You Prioritize
Mar 13, 2025
Strategies for Public CEOs to Share on Social Without Risking Compliance
Mar 10, 2025
The Best Strategies for Defining ROI on LinkedIn for Business Leaders
Mar 06, 2025
What is an RFQ?
Mar 05, 2025
Best Practices for Successful Investor Roadshows
Mar 05, 2025
Tips for Public CEOs to Share Press Releases Effectively
Mar 03, 2025
The Best Practices for Effective Follow-Up in Investor Relations
Feb 26, 2025
What Is An RFP? Request For Proposal: Government Contracting 101
Feb 25, 2025
Government Contracts and Investor Relations
Feb 24, 2025
How To Prepare for Investor Meetings and Roadshows
Feb 20, 2025
Can CEOs Balance Personal and Professional Content on LinkedIn?
Feb 19, 2025
LinkedIn Tips for CEOs and Investor Relations Professionals
Feb 18, 2025
What does it mean to be a reporting company?
Feb 13, 2025
The Role of Executives in Corporate Social Media
Feb 12, 2025
What is an S-3?
Feb 11, 2025
Can Entrepreneurs Become Great Investors
Feb 10, 2025
Make Your Investor Relations Stand Out in a Noisy Market
Feb 10, 2025
What is a national securities exchange?
Feb 07, 2025
From Coconut Water to Ground Force Capital
Feb 07, 2025
What is a follow-on offering?
Feb 06, 2025
How To Spot a Winning Founder
Feb 05, 2025
What CEOs of Public Companies Have In Common
Feb 05, 2025
What is a 10-K?
Feb 05, 2025
Private Equity OR Family Offices
Feb 04, 2025
What is an Underwriting Agreement?
Feb 03, 2025
Family Office Impact Investing
Feb 03, 2025
What is a 10-Q?
Feb 03, 2025
Working With Family Offices
Feb 02, 2025
What is an ATM?
Jan 31, 2025
What documents are involved in an IPO?
Jan 29, 2025
What is the role of the Auditors in an IPO?
Jan 28, 2025
What is the role of investment bankers in an IPO?
Jan 28, 2025
What is the role of company counsel in an IPO?
Jan 27, 2025
What Is An 8-K?
Jan 27, 2025
What is an S-1
Jan 24, 2025
What is a Registered Direct Offering?
Jan 24, 2025
Who is Involved in an IPO?
Jan 23, 2025
What Is An IPO?
Jan 23, 2025
What is a private offering?
Jan 23, 2025
What is a public company?
Jan 22, 2025
What Is Investor Relations
Jan 22, 2025
What Are Investor Roadshows Like
Jan 21, 2025
What Makes For An Effective Investor Presentation
Jan 21, 2025
What Is The Difference Between Investor Relations and Public Relations
Jan 21, 2025
What Is The Importance Of An Investor Section On A Website
Jan 21, 2025
Introduction: The Investor Relations Podcast
Jan 20, 2025