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. JAN 7

    The FAVOR Factor: A Biblical Framework for Funds

    The FAVOR Factor: A Biblical Framework for Modern Funds In this episode of the Investor Relations Podcast, Joshua Wilson breaks down a revolutionary biblical principle discovered within the story of Nehemiah—the first "public-private government grant" strategy. By decoding the word FAVOR, Joshua reveals a mnemonic framework that maps directly onto the business model of private equity, venture capital, and hedge funds. Whether you are a GP or an LP, this "FAVOR" model allows you to audit your fund's lifecycle and identify exactly where you need to optimize for success. The FAVOR Framework for Funds Joshua explores how each letter in FAVOR represents a critical stage in the capital raising and management process: F – Fundraise: The initial GPLP strategy where capital is raised from investors. A – Acquire the Deal: The strategic acquisition of assets, whether in real estate, private businesses, or capital markets. V – Value Proposition: Implementing a "value-add" strategy to increase the worth of the acquired assets. O – Operate & Optimize: The operational phase where you grow equity and maximize the value of the portfolio. R – Return & Redo: Providing the expected returns to investors and repeating the cycle for the next fund. Join the Conversation Do you think this biblical model applies to your specific fund? We want to collaborate with you! CTA: Reach out to Joshua Wilson on LinkedIn or send a message through the Investor Relations Podcast ecosystem to share your thoughts on the FAVOR model or to collaborate on our upcoming deep dive into investor capacity. https://www.linkedin.com/in/joshuabrucewilson/ 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/

    3 min
  2. Biotech & Life Sciences Investor Relations

    08/30/2025

    Biotech & Life Sciences Investor Relations

    In this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, shares his perspective on what makes investor relations effective in the fast-moving world of life sciences. Drawing from his experience at the intersection of biotech investing, clinical trials, and family office strategy, Michael explains how companies can strengthen relationships with investors and avoid common pitfalls. The conversation explores why biotech companies must prioritize consistent communication, transparency, and brand awareness to stand out in a crowded field. Michael also highlights the importance of tailoring outreach to specialized investors instead of taking a broad “spray and pray” approach. For executives, IR officers, and capital markets professionals, this discussion provides actionable insights into building credibility, trust, and long-term partnerships within biotech and life sciences. Connect with the Guest Company: https://www.poccap.com LinkedIn: https://www.linkedin.com/in/mikeloftusclinicaltrials/ Podcast profile: View all of their episodes here Connect with the Host Joshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ The Investor Relations Podcast YouTube channel: https://www.youtube.com/@TheInvestorRelationsPodcast #InvestorRelations #Biotech #LifeSciences #CapitalMarkets #FamilyOffice #ShareholderEngagement 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
  3. Building Lifelong Investor Relationships with Family Offices

    08/11/2025

    Building Lifelong Investor Relationships with Family Offices

    What’s the secret to building long-term capital partnerships with family offices? In this episode of The Investor Relations Podcast, host Joshua Wilson is joined by Dr. Thomas J Powell, Founder of The Founder’s Office™, to explore the mindset and practices that foster lifelong investor trust. Dr. Powell explains why the first investment is just the beginning of the relationship—and how transparent communication during both growth and turbulence separates short-term managers from lasting leaders. Drawing from over 30 years of experience managing capital strategies and investor relationships, Tom shares insights on how to handle challenges, raise follow-on capital, and navigate economic downturns without losing credibility. 🔗 Guest CTA – Connect with Dr. Thomas J Powell Learn more about his work at The Founder’s Office™: https://www.founders-office.com/ Watch The Powell Perspective Podcast: https://www.youtube.com/@ThePowellPerspectivePodcast 🔗 Explore more episodes or connect with us below 🎙 The Investor Relations Podcast Website: https://www.theinvestorrelationspodcast.com 📺 YouTube Channel: https://www.youtube.com/@TheInvestorRelationsPodcast 🔗 LinkedIn Page: https://www.linkedin.com/company/theinvestorrelationspodcast 📩 For guest inquiries, strategic partnerships, or media requests: https://www.theinvestorrelationspodcast.com/contact/ 👤 Hosted by Joshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ Website: https://www.joshuabrucewilson.com #InvestorRelations #FamilyOffice #CapitalRaising #InvestorCommunication #FoundersOffice #PrivateEquity #IRStrategy 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
  4. What Licenses Does a Family Office CIO Need?

    08/04/2025

    What Licenses Does a Family Office CIO Need?

    In this episode of The Investor Relations Podcast, host Joshua Bruce Wilson asks Brian Adams what kind of licenses — if any — a Chief Investment Officer needs to operate within a family office. Brian explains that many family offices operate under the family office exemption, meaning they are not required to register as an RIA or broker-dealer. As a result, CIOs in these settings often do not carry securities licenses. Instead, families typically look for professionals with a tax or legal background — such as a CPA, JD, or LLM — especially when the role ties back to managing taxable wealth at the individual or family level. For senior-level roles, Brian emphasizes the growing importance of relationship capital. Families increasingly value CIOs with deep networks and access to exclusive private co-investment opportunities, sometimes even more than traditional licensure or credentials. — 🎧 Full guest profile: https://www.theinvestorrelationspodcast.com/guests/brian-adams/ 📺 More episodes: https://www.youtube.com/@theinvestorrelationspodcast 🌐 Show website: https://www.theinvestorrelationspodcast.com/ 🔗 Host LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ #FamilyOffices #InvestorRelations #CIOInsights #CapitalDeployment #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
  5. What 30+ Years of Capital Raising Taught This Family Office Leader

    07/31/2025

    What 30+ Years of Capital Raising Taught This Family Office Leader

    In this episode of The Investor Relations Podcast, Joshua Bruce Wilson sits down with Dr. Thomas J. Powell, founder of The Founder’s Office™, to explore what it really takes to manage investor relationships across decades, deals, and global markets. With over $3.2 billion in capital structured throughout his career, Dr. Powell shares his perspective on the evolving role of investor relations—not just as a transaction function, but as an essential discipline in strategic leadership. Tom walks us through how his team bridges the worlds of founders and investors, acting not just as a capital source but as long-term advisors navigating regulation, legacy planning, and organizational resilience. From pioneering private equity before it had a name to building bespoke strategies for founder-led companies, Dr. Powell brings a rare clarity to the IR conversation—rooted in experience, not theory. This conversation is essential for family offices, institutional investors, IR professionals, and founders seeking deeper alignment between capital, leadership, and legacy. #InvestorRelations #FamilyOffices #CapitalStrategy #PrivateEquity #FoundersOffice #FinancialLeadership #IRStrategy 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. Biotech Turnaround Strategies

    07/31/2025

    Biotech Turnaround Strategies

    Unlocking Success in Biotech: Turnaround Strategies with Allan Shaw 🔍 In the ever-evolving world of biotech and life sciences, sometimes doing less can mean achieving more. In my recent conversation with Allan Shaw, renowned as the "biotech turnaround guy," we delved into the art of focus and specialization. Allan shares how understanding and honing in on what you do best can lead to a remarkable turnaround for struggling companies. 💡 "You can't focus on everything. Sometimes it's about recognizing what you're truly good at and doubling down on that strength." Join the discussion and discover transformative strategies that could redefine your approach in the biotech sector. Listen to the full episode and revitalize your perspective today! Biotech #TurnaroundStrategy #LifeSciences #Leadership #FocusAndSpecialize #PodcastNetworkingDisclaimer: 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. Essential First Steps to Pursue a Role in Investor Relations

    07/30/2025

    Essential First Steps to Pursue a Role in Investor Relations

    Building Relationships in Investor Relations: Key Advice for Aspiring Professionals This episode explores essential advice for those looking to enter the world of Investor Relations (IR) and work with publicly traded companies. Highlighting the dynamic and exciting nature of the role, the speaker emphasizes the importance of building relationships with investors and industry peers.  The key takeaway is the value of connecting with experienced IR professionals and seeking mentorship, as these relationships can offer guidance and support throughout one's career. The speaker also encourages reaching out for calls or coffees to foster these connections, as opportunities can arise from these interactions. 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
  8. What Aspiring CIOs Should Know About Family Office Careers

    07/29/2025

    What Aspiring CIOs Should Know About Family Office Careers

    In this episode of The Investor Relations Podcast, Josh Wilson and Brian Adams explore what it takes to become a future Chief Investment Officer (CIO) in the world of family offices. Whether you're aiming for a single-family office, multi-family office, or institutional hybrid structure, the path to CIO is both competitive and nuanced. Brian explains that while institutional experience—such as investment banking or hedge fund training—can be foundational, it’s broad, cross-asset knowledge and relationship credibility that matter most. Family offices increasingly seek generalists with exposure to multiple investment structures, market cycles, and asset classes. For professionals who want to thrive in this space, the ability to move across strategies, build trust, and participate in peer-to-peer deal flow is critical. 👉 Learn more or connect with our team at TheInvestorRelationsPodcast.com #FamilyOffices  #CIOCareer  #CapitalMarkets  #InvestorRelations  #AlternativeInvestments  #WealthManagement  #InvestmentStrategy 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

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.