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. Inside the SPAC Playbook: Research, Capital Strategy, and Building Real Alpha | Peter Wright

    6D AGO

    Inside the SPAC Playbook: Research, Capital Strategy, and Building Real Alpha | Peter Wright

    From research analyst to SPAC sponsor. In this episode of The Investor Relations Podcast, Joshua Wilson sits down with Peter Wright to break down the investor relations strategy behind SPACs, capital raising, and building long-term alpha. Peter has participated in single-digit billions of dollars of transactions across the sell side, buy side, IR advisory, and banking worlds  . Today, he runs Intro-Act, operates a broker-dealer platform, publishes the SPAC Monthly Monitor, and sponsors his own SPAC. Inside this conversation: • The difference between raising capital as a private company vs. public company • Why most SPACs struggle post-merger • The real supply-demand issue behind redemptions • How to institutionalize investor communications before the de-SPAC • Why IR strategy must begin before the S-4 is filed • How to identify real alpha in market trends • The importance of matching investor type to shareholder profilePeter also walks through the full SPAC lifecycle: Sponsor capitalTrust capitalRisk capitalPIPE financingS-4 processDESPAC communication strategyIf you work in investor relations, SPAC advisory, private equity, or capital markets strategy, this episode is a masterclass in capital formation discipline. 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/

    31 min
  2. From 14,000 Units to Launching a $100M Private Equity Fund

    FEB 26

    From 14,000 Units to Launching a $100M Private Equity Fund

    In this episode, Joshua Wilson sits down with Mike Kron to unpack the mindset shift from allocator to capital raiser. Mike spent 32 years inside a large family office, scaling multifamily across Texas, Arizona, and California. Now he’s on the other side of the table, raising capital for his own private equity fund focused on high-credit, single-tenant net lease retail. Inside this conversation: • Why he waited out the interest rate cycle before launching • How to structure fees so investors win first • Why simple fee models build long-term trust • The discipline behind returning 100% of capital before sponsor carry • Why high-credit tenants matter in uncertain markets • How to think about lifecycle timing in real estate • The biggest mindset shift when you move from investing to raising This is a masterclass in capital discipline, patience, and building investor confidence the right way. If you operate in family offices, private equity, or middle market real estate, this episode delivers practical investor relations insight from someone who has sat on both sides of the table. 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/

    20 min
  3. How Should Founders Handle Failed Deals with Investors?

    FEB 24

    How Should Founders Handle Failed Deals with Investors?

    What do you say when a deal fails — and how do you say it to your investors? In this episode of The Investor Relations Podcast, Dr. Thomas J Powell shares how he approaches the hardest conversations in capital management: when things don’t go as planned. With over $3.2 billion raised across 500+ founder deals, Tom talks candidly about transparency, accountability, and why most investors respect honesty more than rosy projections. Learn why the best investor relationships are built on trust that goes beyond returns — and how the right approach to failure can actually build long-term alignment. 🎧 If you're navigating investor communication in uncertain times, this episode offers wisdom forged through real-world experience. Connect with our Guest: Dr. Thomas J Powell is the Founder of The Founder’s Office™, an elite advisory firm for founder-led businesses. Learn more at: www.founders-office.com Listen to his show, The Powell Perspective Podcast: www.youtube.com/@ThePowellPerspectivePodcast 🔗 Explore more episodes or connect with us below: Podcast Website: www.theinvestorrelationspodcast.com YouTube Channel: www.youtube.com/@TheInvestorRelationsPodcast LinkedIn Page: www.linkedin.com/company/theinvestorrelationspodcast Host Joshua B. Wilson: www.linkedin.com/in/joshuabrucewilson Contact: www.theinvestorrelationspodcast.com/contact/ #InvestorRelations #CapitalLoss #FounderAdvice #InvestorCommunication #FamilyOffice #PrivateEquity 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/

    2 min
  4. Raising $3.2 Billion in Capital: Lessons from 500+ Founder Deals

    FEB 24

    Raising $3.2 Billion in Capital: Lessons from 500+ Founder Deals

    What does it take to raise over $3.2 billion across more than 500 deals? In this candid conversation, Dr. Thomas J Powell shares insights from his 35-year career in capital strategy, highlighting the importance of relationships, referrals, and long-term trust over splashy campaigns or promises of returns. Dr. Powell explains how his capital deployments have always been rooted in discretion, diligence, and personal connection—working one investor and one founder at a time. He outlines the frameworks his firm uses to evaluate deals, manage expectations, and maintain a founder-centric philosophy even when navigating risk and volatility. 🔗 Connect with our Guest:  Dr. Thomas J Powell – Founder, The Founder’s Office™  Website: https://www.founders-office.com/ Podcast: https://www.youtube.com/@ThePowellPerspectivePodcast 🎧 Explore more episodes or connect with us below: 🔗 The Investor Relations Podcast  Website: https://www.theinvestorrelationspodcast.com/ LinkedIn: https://www.linkedin.com/company/theinvestorrelationspodcast/ YouTube: https://www.youtube.com/@TheInvestorRelationsPodcast 🎙️ Hosted by Joshua Bruce Wilson  Website: https://www.joshuabrucewilson.com/  LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ Contact: https://www.theinvestorrelationspodcast.com/contact/ #InvestorRelations #FamilyOffice #CapitalRaising #FounderDeals #PrivateEquity #InvestorNetwork 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/

    2 min
  5. Transparency Is Your Greatest Investor Tool

    FEB 24

    Transparency Is Your Greatest Investor Tool

    When it comes to founder-investor communication, transparency isn’t just important—it’s essential. In this episode, Dr. Thomas J Powell discusses the disconnect that often arises between optimistic founders and seasoned investors who value honest, timely updates—even when things aren’t going well. Josh and Tom explore why overconfident projections, withheld information, and poor communication can quickly erode trust, and how being transparent from the earliest stages of investor “dating” builds stronger, longer-lasting relationships. If you’re raising capital from family offices or long-term investors, this conversation is a must-listen. 🔗 Connect with our Guest  Dr. Thomas J Powell, Founder of The Founder’s Office™  Website: https://www.founders-office.com/ Podcast: https://www.youtube.com/@ThePowellPerspectivePodcast 🎧 Hosted by Joshua Bruce Wilson  Website: https://www.theinvestorrelationspodcast.com LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ 📩 For guest inquiries, strategic partnerships, or media requests:  https://www.theinvestorrelationspodcast.com/contact/  #InvestorRelations #FamilyOffice #CapitalRaising #InvestorCommunication #FoundersOffice #PrivateEquity  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/

    1 min
  6. What Investors Really Want to Hear from Founders

    FEB 24

    What Investors Really Want to Hear from Founders

    In this episode of The Investor Relations Podcast, Dr. Thomas J Powell, founder of The Founder’s Office™, shares a candid perspective on communication breakdowns between founders and investors—and how to fix them. Drawing on decades of experience managing over $3.2 billion in capital, Tom explains why overly optimistic projections can backfire, and how transparency—even when things get tough—actually builds stronger, long-term investor relationships. Too often, founders hide challenges out of fear of losing credibility. But as Tom explains, the truth is just the opposite: seasoned investors prefer honesty and will often step in to offer support, strategy, or connections—if they’re kept in the loop. 🔗 Connect with our Guest Dr. Thomas J Powell – Founder, The Founder’s Office™ Website: https://www.founders-office.com/ Podcast: https://www.youtube.com/@ThePowellPerspectivePodcast 🎙️ Explore more episodes or connect with us below: Website: https://www.theinvestorrelationspodcast.com/ YouTube: https://www.youtube.com/@TheInvestorRelationsPodcast LinkedIn: https://www.linkedin.com/company/theinvestorrelationspodcast/ 📩 Contact: https://www.theinvestorrelationspodcast.com/contact/ 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/

    1 min
  7. How a Podcast Turned Into a Global Institutional Partnership | Alpha Edge 2026

    FEB 23

    How a Podcast Turned Into a Global Institutional Partnership | Alpha Edge 2026

    What started as a simple podcast experiment has evolved into a global institutional partnership. In this episode, Chris Williams and Joshua Wilson share the behind-the-scenes story of how the show led to a strategic collaboration with Institutional Investor and their premier international event, Alpha Edge. They discuss: • How the Investor Relations Podcast began as a way to open doors • The challenge of breaking into institutional IR without pedigree • The power of giving leaders space to tell their story • Why podcasting builds trust faster than cold outreach • How Alpha Edge connects billion-dollar allocators and fund managers • The vision for building a true investor relations media network • Why relationships still outperform automation in capital markets This episode is a blueprint for founders, fund managers, and deal makers who want to build long-term influence through conversation. If you are raising capital, allocating capital, or building a network in private markets, this conversation matters. Listen and subscribe: 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/

    17 min
  8. Are You Building Your Business from the Outside In or the Inside Out?

    FEB 21

    Are You Building Your Business from the Outside In or the Inside Out?

    In this powerful Part 2 of The Deal Podcast with Sean Phalon, we go deeper beyond capital, real estate, and transactions into the why behind the work. Sean opens up about: Growing up as an adoptee and finding his identityBuilding $85M+ in real estate pipeline and managing over 200 unitsLessons from selling a mortgage company to a bankHow personal transformation shifted his business philosophyHe also shares what it means to build from the inside out anchoring your business around your values, your time, and your faith, instead of chasing external validation. This episode touches on everything: vision, leadership, family, faith, and the calling to serve through business. What You’ll Learn: Why building your life around your values changes how you leadThe difference between being a “go-getter” vs. a “go-giver”How to structure businesses that protect your time and legacyWhy over-communication is critical in remote leadershipThe value of using your network with intentionality, not volumeHow Reach Labs is empowering real estate tech entrepreneursGuest: Sean Phalon – Mortgage Executive | Founder | RE Investor 200+ Units | Distressed RE Expert Connect with Sean: https://www.linkedin.com/in/sphalon/ Host Joshua Wilson: https://www.linkedin.com/in/joshuabrucewilson/ Presented by: FA Mergers Visit: https://www.thedealpodcast.com Like this episode? Subscribe and leave a review. Want to be featured? Submit your deal at https://www.thedealpodcast.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/

    28 min

Ratings & Reviews

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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.