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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:
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 |