The Investor Relations Podcast

Joshua Wilson

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 themRoadshows and investor presentations that hold up to SEC scrutinyEngaging retail and institutional investors while adhering to Reg FDSocial media in investor relations: what's permissible, and where to tread carefullyEarnings calls, forward-looking statements, and material disclosureShareholder activism and the challenges of modern corporate governanceESG reporting: communicating environmental, social, and governance efforts effectivelyBuilding investor trust and driving long-term shareholder valueWHY 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.

  1. Oct 21

    Private vs. Public Investor Relations: Building Trust with Institutional Investors — Deborah Smith

    Lots of managers have great track records. After years of low rates, Deborah Smith says that is table stakes, not a differentiator. To win institutional attention, you have to know who you are without it. Deborah Smith, Co-Founder and CEO of The CenterCap Group and an independent director on the board of Aimco (NYSE: AIV), joins host Joshua Wilson to compare investor relations for private and public real estate companies. Drawing on 25+ years in real estate capital markets and seats on public, private, and industry boards, she explains how disclosure and reporting differ between private markets and regulated public markets, how institutional investors screen managers by their materials, and why storytelling, transparent communication, and warm introductions build trust faster than any cold outreach or AI-generated deck. What We Cover: - Investor relations for private vs. public real estate companies - Disclosure, reporting cadence, and board elections in public markets - Why CenterCap focuses on institutional capital - How LPs use your deck and materials as a screening tool - Storytelling beyond the track record - Why a warm introduction can save a year of cold outreach - "AI slop" and the case for differentiated materials - A live deepfake demo, and what it means for trust online - Conferences, events, and building a long-term network - Why you should always respond to people who reach out Connect with Deborah Smith Website: centercapgroup.com LinkedIn: linkedin.com/in/deborahsmith-centercap Connect with Joshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ About the show The Investor Relations Podcast is produced by One Iron Network. Learn more at oneironnetwork.com. Follow The Investor Relations Podcast Website: theinvestorrelationspodcast.com LinkedIn: linkedin.com/company/the-investor-relations-podcast YouTube: youtube.com/@TheInvestorRelationsPodcast A One Iron Network production: Executive Producer Joshua Wilson Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/

    Private vs. Public Investor Relations: Building Trust with Institutional Investors — Deborah Smith
  2. Oct 19

    Why IR for a SPAC Starts with the Private Investors — Vik Mittal

    Investor relations for a SPAC doesn't start with the sponsor. It starts months earlier, with the private investors who have to agree that going public is the right path. Vik Mittal, Managing Member and CIO of Meteora Capital and a serial SPAC sponsor with two decades in event-driven investing, joins host Joshua Wilson to map investor communication across the full SPAC lifecycle. Recorded the day one of his SPACs announced a definitive agreement, the conversation covers aligning a private company's cap table, raising sponsor risk capital, marketing the trust IPO to institutional investors, navigating the quiet period, and launching the post-announcement campaign across institutional and retail audiences. A practitioner's view of SPAC investor relations, disclosure discipline, and investor trust. What We Cover: - Why SPAC IR begins with venture and early-stage investors on the cap table - Getting legacy investors comfortable with a down-round valuation - How SPACs bridge private-market and public-market investors - Why sponsor track record and pedigree drive the risk capital raise - Lessons from the 2020–2021 SPAC boom and the downcycle that followed - What institutional investors ask before buying into a SPAC IPO - The quiet period: what sponsors can and can't say while seeking a deal - Wall-crossing institutional investors under strict confidentiality - The announcement campaign: roadshows, conferences, media, and sell-side coverage - Engaging retail investors with an open, consistent product roadmap Connect with Vik Mittal Website: meteoracapital.com LinkedIn: linkedin.com/in/vik-mittal-539903132 X: x.com/vik_mittal About the show The Investor Relations Podcast is produced by One Iron Network. Learn more at oneironnetwork.com. Follow The Investor Relations Podcast Website: theinvestorrelationspodcast.com LinkedIn: linkedin.com/company/the-investor-relations-podcast YouTube: youtube.com/@TheInvestorRelationsPodcast A One Iron Network production: Executive Producer Joshua Wilson Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/

    Why IR for a SPAC Starts with the Private Investors — Vik Mittal
  3. Sep 24 ·  Video

    Frame Control: The Psychology Behind Every Investor Conversation — Oren Klaff

    Oren Klaff says the best capital raisers can be the most dangerous ones — because a great pitch can win money for a company that never deserved it. Oren Klaff, bestselling author of Pitch Anything and Flip the Script and Managing Director of Intersection Capital, joins Joshua Wilson to unpack the psychology behind every investor conversation. Klaff has raised more than $500 million across 120+ private finance engagements and advised on deals topping $1 billion. He breaks down frame control, the three-part test for whether a company deserves capital, what investors are really buying, and how Theranos exposed the dark side of narrative and trust — essential listening for IR professionals managing credibility with the Street. What We Cover: The origin story behind Pitch Anything and Flip the ScriptWhy a "good product" and a "good company" don't guarantee a "good investment"The three-part test Klaff uses to evaluate a deal, using FTX as a case studyWhat the American system of finance actually rewards, and what it doesn'tThe "financial product" investors are really buyingThe dark side of being too good at raising capitalCold outreach vs. warm relationships, and why cold pitching is the harder skillHow Theranos used narrative and misplaced trust to raise money from sophisticated investorsWhy understanding your own values is the key to spotting red flags earlyFrame control: how to command respect without demanding itConnect with Oren Klaff:  Website: https://orenklaff.com LinkedIn: https://www.linkedin.com/in/orenklaff/ YouTube: https://www.youtube.com/@OrenKlaffInsights About the show: The Investor Relations Podcast is produced by One Iron Network. Learn more at oneironnetwork.com. Follow The Investor Relations Podcast:  Website: theinvestorrelationspodcast.com  LinkedIn: linkedin.com/company/the-investor-relations-podcast  YouTube: youtube.com/@TheInvestorRelationsPodcast Recommended Readings and Resources: Pitch Anything by Oren KlaffFlip the Script by Oren KlaffA One Iron Network production: Executive Producer Joshua Wilson | Network Director Trisha Goddard Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/

    Frame Control: The Psychology Behind Every Investor Conversation — Oren Klaff
  4. Jul 15

    Lower Middle Market Buyouts and the Art of Investor Communications with Sequoya Borgman & Marit Harm

    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 through the independent sponsor model, Reg D offerings, and investor communications built on one principle: over-communicate. What We Cover Leaving a Big Four partnership for lower middle market buyouts — and surviving a first deal that fell apart under LOIWhy Borgman Capital skipped the traditional fund and went deal by deal as an independent sponsorHow an investment banker's quip became PassTheHat.com, the firm's investor platformSegmenting communications for retail, IRA, family office, and institutional investorsThe buy box: family and founder businesses with long-term, legacy-preserving holdsThe seller value proposition versus ESOPs and flip-oriented buyersThe annual investor summit at the Harley-Davidson Museum in MilwaukeeCrisis communications: turning quarterly updates into weekly emails during COVIDWhy referrals grow an investor network organicallyConnect with Sequoya Borgman  Website: borgmancapital.com  LinkedIn: linkedin.com/in/sequoya-borgman-8a6057a Connect with Marit Harm  LinkedIn: linkedin.com/in/maritharm Recommended Resources  Acquired (podcast)  All-In Podcast  PassTheHat.com About the show  The Investor Relations Podcast is produced by One Iron Network. Learn more at oneironnetwork.com. Follow The Investor Relations Podcast  Website: theinvestorrelationspodcast.com  LinkedIn: linkedin.com/company/the-investor-relations-podcast  YouTube: youtube.com/@TheInvestorRelationsPodcast Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/

    Lower Middle Market Buyouts and the Art of Investor Communications with Sequoya Borgman & Marit Harm
  5. Jul 8

    Optimizing for the Investor: Why This VC Became an RIA with Martin Garcia

    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 — General Partner, Operating Partner, and CFO at BITKRAFT Ventures — joins host Joshua Wilson to unpack investor relations from both sides of the table. A former LP turned operating partner, Martin brings a fiduciary-first lens shaped by stints at Sozo Ventures, Accuracy, and PwC, plus an MBA from Chicago Booth. The conversation covers global sourcing arbitrage, radical LP transparency, non-dilutive user-acquisition financing, and why fund structure is itself an investor relations strategy for the public and private capital allocators who make up today's evolving shareholder base. What We Cover: Why sitting on both sides of the table sharpens the LP relationshipThe fiduciary mindset: treating LP capital as if it were your ownHow a global remit creates sourcing arbitrage a domestic-only fund cannot matchThe real cost of becoming an RIA — and why BITKRAFT did it anywayEquity vs. token warrants: structuring to optimize for the investorRadical transparency with LPs, including the write-downs and failed pivotsNon-dilutive user-acquisition financing and quantitative underwritingVenture vs. private credit: two investor conversations, one fiduciary standardWhy India and Africa sit at the center of the global digital-entertainment thesisInterest vs. fit: the mindset that separates venture operators from enterprise buildersConnect with Martin Garcia:  LinkedIn linkedin.com/in/martin-garcia-0a01004  Company BITKRAFT.vc About the show:  The Investor Relations Podcast is produced by One Iron Network. Learn more at oneironnetwork.com. Follow The Investor Relations Podcast:  Website theinvestorrelationspodcast.com  LinkedIn linkedin.com/company/the-investor-relations-podcast  YouTube youtube.com/@TheInvestorRelationsPodcast Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/

    Optimizing for the Investor: Why This VC Became an RIA with Martin Garcia
  6. Jul 3

    Allocators and Warfighters: From the Cap Table to the Battlefield with Kevin Pavnica

    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 who still serves as a Major in the Indiana Army National Guard, joins host Joshua Wilson to translate the defense world for family offices and institutional investors. Kevin unpacks "modeling the middle" — the bureaucratic valley of death where promising technology dies — and explains why a contract that signals political movement can generate zero revenue. It's a practitioner's guide to traction quality, product-market fit, and mission alignment when the buyer is the Pentagon. What We Cover:  ⚔️ Asymmetric warfare and strategic overmatch, translated for business  🎯 "Modeling the middle" — mapping risk through the bureaucracy  💀 The valley of death and why great tech never reaches the field  📄 Contract stickiness vs. real revenue when evaluating traction  🏭 Manufacturing readiness and contract pathway as diligence signals  🤝 Why mission alignment beats investor-oriented product design  🔒 Clearances, security, and the "Deliver Uncompromised" paradigm  📚 Where to look: DoDI 5000 series, service signals, and Normal Accidents Connect with Kevin Pavnica:  Website blackrockstrategy.com LinkedIn linkedin.com/in/kevin-pavnica Special thanks to Jesse Pimental and team for the strategy and capability building prior to the creation and publication of this episode  Connect with Jesse: https://www.linkedin.com/in/jesse-pimental-a4b43a45/ About the show:  The Investor Relations Podcast is produced by One Iron Network. Learn more at oneironnetwork.com. Follow The Investor Relations Podcast:  Website theinvestorrelationspodcast.com  LinkedIn linkedin.com/company/the-investor-relations-podcast  YouTube youtube.com/@TheInvestorRelationsPodcast Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/

    Allocators and Warfighters: From the Cap Table to the Battlefield with Kevin Pavnica
  7. Jul 1

    The Psychology of Capital Allocation: How Investors Really Decide — Ashby Monk & Logan Yonavjak

    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, and Logan Yonavjak, Co-Founder and CEO of Readiness Engine, join Joshua Wilson to unpack the psychology behind how allocators, founders, and investment teams make high-stakes decisions. They explore how AI is reshaping talent in an industry built on apprenticeship, why emotional resilience and "developmental patterns" predict performance, and how the gap between knowledge, intelligence, and wisdom is becoming the defining edge in modern investing. What We Cover: - Why the investment industry still runs on apprenticeship — and what that misses - How AI turns knowledge into intelligence, and why wisdom still wins - The $140 trillion sitting inside asset owners, and how it gets deployed - Measuring emotional resilience through language and sentence structure - The "harmony bias" that stalls early-stage founders - Why investors fund the person, not just the deal - Matching complementary profiles: CEO/CTO, relational vs. cognitive complexity - Bias, gut instinct, and the science hiding inside "trusting your gut" - Building a "second brain" to lead as your best self, not your tired self - What Ashby's own assessment revealed about layered leadership Connect with Ashby Monk: Website theinvestorrelationspodcast.com/guests/ashby-monk Connect with Logan Yonavjak: Website theinvestorrelationspodcast.com/guests/logan-yonavjak About the show: The Investor Relations Podcast is produced by One Iron Network. Learn more at oneironnetwork.com. Follow The Investor Relations Podcast: Website theinvestorrelationspodcast.com LinkedIn linkedin.com/company/the-investor-relations-podcast YouTube youtube.com/@TheInvestorRelationsPodcast Recommended Readings and Resources: The Don't Get Fired Podcast by Stanford Long-Term Investing - co-hosted by Ashby Monk and Daniel Adamson, featuring chief investment officers on innovation Apple Podcasts https://podcasts.apple.com/us/podcast/the-dont-get-fired-podcast-by-stanford-long-term-investing/id1691603766 Stanford https://longterminvesting.stanford.edu/dont-get-fired-podcast The Technologized Investor Podcast - co-hosted by Ashby Monk and Dane Rook, on how investors use technology to improve outcomes Apple Podcasts https://podcasts.apple.com/us/podcast/the-technologized-investor-podcast/id1833123638 Stanford https://longterminvesting.stanford.edu/technologized-investor The Technologized Investor (book) by Ashby Monk and Dane Rook - 2021 Axiom Business Book Award Silver Medal The Intuitive Investor: A Radical Guide for Manifesting Wealth by Jason Apollo Voss, CFA - on right-brain thinking and intuition in investment decision-making  Billions (TV series) - referenced by host Joshua Wilson for its portrayal of performance psychology in a hedge fund setting (mature audiences) Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/

    The Psychology of Capital Allocation: How Investors Really Decide — Ashby Monk & Logan Yonavjak
  8. Jun 16

    What VCs and PE Firms Get Wrong When Pitching RIAs with Gary Preisser

    "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 credit, and venture capital for high-net-worth families. Drawing on 23+ years across accounting, tax planning, and wealth management, Gary explains why purpose and timing — not growth alone — determine whether an investment fits, how capital raisers can engage RIAs without triggering resistance, and why "functional wealth" beats accumulation. A practical listen for IR professionals, fund managers, and capital markets advisors targeting the RIA channel. What We Cover: 🎯 Why assets are tools, not trophies — and what "functional wealth" really means 🎯 The question every RIA asks before allocating: what is the money for? 🎯 How RIAs weigh private equity, private credit, and VC for client portfolios 🎯 The Cash Flow Clock framework for timing, liquidity, and volatility 🎯 Why a great investment at the wrong time is no longer a great investment 🎯 Tax alpha and asset location — the net-vs-gross mistake most portfolios make 🎯 How fund managers should approach RIAs the right way (and what kills the deal) 🎯 Why exclusivity and clear value-add open the RIA channel 🎯 The partnership mindset that turns one allocation into a long-term relationship 🎯 Inside the fractional family office model Connect with Gary Preisser: Website https://www.stonebriarwealthadvisors.com LinkedIn https://www.linkedin.com/in/garypreisser About the show: The Investor Relations Podcast is produced by One Iron Network. Learn more at oneironnetwork.com. Follow The Investor Relations Podcast: Website theinvestorrelationspodcast.com LinkedIn linkedin.com/company/the-investor-relations-podcast YouTube youtube.com/@TheInvestorRelationsPodcast Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/

    What VCs and PE Firms Get Wrong When Pitching RIAs with Gary Preisser

Ratings & Reviews

5
out of 5
4 Ratings

About

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 themRoadshows and investor presentations that hold up to SEC scrutinyEngaging retail and institutional investors while adhering to Reg FDSocial media in investor relations: what's permissible, and where to tread carefullyEarnings calls, forward-looking statements, and material disclosureShareholder activism and the challenges of modern corporate governanceESG reporting: communicating environmental, social, and governance efforts effectivelyBuilding investor trust and driving long-term shareholder valueWHY 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.

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