The Investor Relations Podcast

Joshua Wilson

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.

  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. May 26

    Learn To Become Incorruptible with Eric Ries

    "Nobody can ever trust this company again." That's what Eric Ries told a young founder on the way to what looked like a celebration — but was actually a wake for a company's soul. In this special-release episode, Joshua Wilson sits down with Eric Ries — author of the New York Times bestseller The Lean Startup, founder of the Long-Term Stock Exchange (LTSE), and author of the new book Incorruptible — for a candid conversation on the gravitational pressure capital markets exert on mission-driven companies and what founders, boards, and IR leaders can do about it. Eric unpacks why he calls this era "extraction primacy," why a Harvard Law School study found only 20% of venture-backed founders are still CEO three years after IPO, and how a structure he calls the spiritual holding company has quietly powered some of the most enduring businesses in the world — from Costco to Novo Nordisk to Patagonia to IKEA. If you're navigating a capital raise, building toward an IPO, sitting on a public company board, or advising founders through governance decisions that will shape the next twenty years, this is essential listening. 🎯 What We Cover: - Why the financial system targets trusted companies — and how to build defenses before you need them - The "governance fortress" concept and why Costco's board treats activist investors as noise - Sol Price, FedMart, and Jim Sinegal — the origin story behind modern warehouse retail and the lesson most founders miss - How the Novo Nordisk foundation rejected a $20B merger — and why that decision made Ozempic possible - What "extraction primacy" means and how it differs from shareholder primacy - The spiritual holding company structure (mission guardian entity, perpetual purpose trust, industrial foundation) and why companies that use it are 6x more likely to survive 50 years - How to recognize toxic capital before it enters the cap table - Why "I just want to make money" founders are often more mission-driven than they admit - The discipline required to resist spending pressure when the bank account is full - Practical guidance for founders, boards, and IR teams thinking about long-term governance design 🤝 Connect with Eric Ries: 🌐 https://www.incorruptible.co/ 🌐 https://www.ericriesshow.com/ 💼 https://www.linkedin.com/in/eries/ ▶️ https://www.youtube.com/@theericriesshow 📩 Connect with Joshua Wilson: Have a question about investor relations, capital markets, or building your IR strategy? Reach out directly. 💼 https://www.linkedin.com/in/joshuabrucewilson/ 🌐 https://www.theinvestorrelationspodcast.com/ 🎙️ Follow The Investor Relations Podcast: 🌐 https://www.theinvestorrelationspodcast.com/ ▶️ https://www.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/

    Learn To Become Incorruptible with Eric Ries
  7. May 22

    The IR Playbook Every Company Needs Before Activists Show Up — Aaron Bertinetti

    There are only two types of public companies: those with activists, and those that will have activists. Aaron Bertinetti has seen it from every angle — issuer, advisor, and proxy — and he's blunt about what most boards get wrong before the gate is ever rattled. In this episode, Joshua Wilson sits down with Aaron Bertinetti, CEO of Investor Engagement at Computershare North America, for a candid conversation on what modern investor relations actually looks like at scale. Computershare serves more than 25,000 listed companies globally and counts roughly 58% of the S&P 500 as clients — giving Aaron a panoramic view of how capital markets, activism, and investor engagement are evolving in real time. With prior leadership roles as Managing Director and Head of ESG for IR at JPMorgan Chase and global head of research and corporate advisory at Glass Lewis, Aaron brings rare cross-disciplinary perspective on IR strategy, shareholder activism preparedness, investor targeting, SPAC communications, and the operational reality of running an IR function in a fragmented tooling environment. 🎯 What We Cover: Why the IR role has shifted from earnings execution to C-suite strategic advisorThe diplomat-negotiator skill set every modern IR professional needsActivism preparedness: building the playbook before the activist arrivesWhy stock monitoring and engagement intelligence are non-negotiableThe 1-in-300 problem with traditional investor targeting — and how to fix itWhy microcaps should hunt aspirational investors, not their competitors' holdersHow to bring CEOs and CFOs back actionable intelligence from the roadSPAC IR: building a public company narrative from day oneTailoring messaging to institutional, family office, and retail audiencesWhy operationalizing investor intelligence requires unified software, not more tools🤝 Connect with Aaron Bertinetti: 🌐 https://www.computershare.com/us/business/investor-engagement-2 💼 https://www.linkedin.com/in/aaronbertinetti/ 📩 Connect with Joshua Wilson: Have a question about investor relations, capital markets, or building your IR strategy? Reach out directly. 💼 https://www.linkedin.com/in/joshuabrucewilson/ 🌐 https://www.theinvestorrelationspodcast.com/ 🎙️ Follow The Investor Relations Podcast: 🌐 https://www.theinvestorrelationspodcast.com/ ▶️ https://www.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/

    The IR Playbook Every Company Needs Before Activists Show Up — Aaron Bertinetti
  8. May 12

    How RIAs Are Reshaping the Investor Base for Pre-IPO Companies with Jeff Ransdell

    The public market is 50% smaller than it was in 2000. Companies are staying private longer. And the wealth being created during that private window is bypassing every traditional investor relations playbook ever written. Joshua Wilson sits down with Jeff Ransdell — Founding Partner and Managing Director of Fuel Venture Capital — for a conversation IR teams cannot afford to miss. After two decades at Merrill Lynch overseeing roughly $130 billion in client assets, Jeff left the wirehouse world to build an institutional-quality VC firm purpose-built to serve the RIA channel. With nearly $1 billion in AUM, six funds, and a new Innovation 100 strategy designed for wealth advisors, Jeff makes the case that RIAs are becoming the dominant channel for pre-IPO investor capital — and that public-company IROs, pre-IPO communications leads, and capital markets advisors need a new framework for how innovation-economy companies engage their future investor base. This episode is essential listening for IR professionals tracking the migration of capital from public markets to late-stage private deals, and for pre-IPO operators thinking about IR strategy long before the S-1. 🎯 What We Cover: Why the public market is half the size it was in 2000 — and what that means for IR strategyThe rise of the RIA channel as a serious source of pre-IPO capitalHow Fuel Venture Capital's Innovation 100 fund is structured for wealth advisorsThe 7–10% innovation allocation thesis from a former hedge fund CIOWhy 70% of startup employees never exercise their options — and how that distorts the cap tableWhat IR teams at late-stage private companies should be doing 18–36 months pre-exitThe shift from 10-year venture duration to 18–36 month pre-exit horizonsWhy direct-to-consumer VC bypasses the financial advisor — and why Jeff thinks that's wrongHow AI is reshaping wealth management and the future of the advisor roleWhat separates boutique VC firms from the BlackRocks and Blackstones of the world🤝 Connect with Jeff Ransdell:  🌐 https://www.fuelventurecapital.com/  💼 https://www.linkedin.com/in/jeffransdell/  📧 jeff@fuelventurecapital.com 📩 Connect with Joshua Wilson: Have a question about investor relations, capital markets, or building your IR strategy? Reach out directly. 💼 https://www.linkedin.com/in/joshuabrucewilson/ 🌐 https://www.theinvestorrelationspodcast.com/ 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/

    How RIAs Are Reshaping the Investor Base for Pre-IPO Companies with Jeff Ransdell

Ratings & Reviews

5
out of 5
4 Ratings

About

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.

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