The Investor Relations Podcast

Joshua Wilson
  • 5.0 (4)
  • INVESTING

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. From Multifamily to Castles in Spain: A Capital Raiser's Story — Mike Stohler

    MAR 31

    From Multifamily to Castles in Spain: A Capital Raiser's Story — Mike Stohler

    He sold 1,500 multifamily doors at 46 — over pancakes and a napkin number at IHOP — and then had to figure out what came next. What Mike Stohler found was an entirely different world: boutique castle hotels in Catalonia, Spain, priced at a fraction of what you'd expect, and a capital-raising strategy that no one in the room had ever seen before. Mike Stohler is Managing Partner at Gateway Private Equity Group and host of The Richer Geek podcast. A former commercial airline pilot and Navy veteran, Mike has owned or operated more than 1,500 units across multifamily, hotels, and residential — and now focuses exclusively on boutique hospitality investments in Spain. In this conversation, he unpacks the pivot from multifamily operator to international hotel investor, the LP mindset shift that changes everything when your asset class becomes exotic, and the deal structure philosophy that keeps capital raises moving: keep it simple, make it explainable, and let your investors tell you exactly what they want. 🎯 What We Cover: The IHOP napkin moment: how Mike's 1,500-door multifamily portfolio sold over pancakes and coffeeEntering a new asset class the right way — finding an experienced operator partner and giving them a piece of the back end so they're accountableWhy raising capital for hotels felt different from multifamily the moment LPs started saying "I want to tell my friends I own a hotel"How Mike coined the term "lifestyle investment" — and how it changed his entire marketing approach for the Spain acquisitionsThe LP mindset difference between standard multifamily investors and exotic-asset investors who don't want you to ever sellWaterfall and distribution structure philosophy: why Mike runs an 80-20 split on boutique deals and keeps prefs out of smaller structuresWhen complexity is appropriate in deal structure — and why confusion at any point destroys conversionMike's 20-year-old why, still hanging over his desk: "Build a life I don't need a vacation from"🤝 Connect with Mike Stohler: 🌐 https://www.gatewayPE.com 💼 https://www.linkedin.com/in/mikestohler 🎙️ The Richer Geek Podcast: https://www.richergeek.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/

    29 min
  2. What Investors See That Founders Don't — Inside the VC Decision Process — Leon Eisen, PhD

    MAR 24

    What Investors See That Founders Don't — Inside the VC Decision Process — Leon Eisen, PhD

    A quantum physicist who built the world's first FDA-cleared wearable medical monitor — then crossed to the VC side and finally understood why he only raised $20M instead of $200M. What Leon Eisen, PhD discovered on the other side of the table will change how you think about every investor conversation you've ever had. Dr. Leon Eisen, PhD is a 4× founder, venture capitalist, and creator of Fundables OS™ — a fundraising operating system that has helped 100+ Seed and Series A teams become fundable. He is a Venture Partner at NetworkVC (Silicon Valley syndicate fund, 200+ LPs), a Senator at the World Business Angels Investment Forum (WBAF, G20 affiliated), and CEO of Venture Growth Group. In this episode, Leon pulls back the curtain on the VC decision-making process — how investors actually evaluate founders, why the logical brain is the last stop (not the first), and what truly separates a fundable company from one that keeps getting passed. Whether you're raising your first round or running a public company roadshow, the investor psychology Leon unpacks here applies across every capital raise conversation. 🎯 What We Cover: Why founders pitch to the wrong brain — and the three-brain decision framework investors actually useThe difference between "asking for money" and offering equity in a growing asset — and why it changes everythingHow to control the investor meeting through intelligence and preparation, not dominanceWhy raising capital too early costs you more than you think — and the right time to raiseWhat VCs mean by "being in the flow" — and how they identify which companies are riding a trend vs. fighting oneThe Fundables OS™ approach: why becoming fundable is a company-building exercise, not a pitch exerciseMomentum + charisma: the intersection Leon used to raise his first $1M during the 2008 financial crisisHow imposter syndrome silently kills founder credibility in investor meetings — and how to eliminate itWhy syndicate VCs have to sell themselves to founders, not just the other way aroundThe consciousness framework: how self-awareness separates entrepreneurs who scale from those who stall🤝 Connect with Leon Eisen, PhD: 🌐 https://leoneisen.com 💼 https://www.linkedin.com/in/leon-eisen/ ▶️ Venture Grove with Leon Eisen (YouTube) 📩 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/

    41 min
  3. What a 96-Year-Old Wall Street Legend Wishes Every Founder Knew — Morty Davis

    MAR 19

    What a 96-Year-Old Wall Street Legend Wishes Every Founder Knew — Morty Davis

    What a 96-Year-Old Wall Street Legend Wishes Every Founder Knew — Morty Davis Morty Davis funded a startup whose founder chose his company over his marriage — and Morty called it immediately. That's what betting on the jockey really looks like. In this episode, Joshua Wilson sits down with J. Morton "Morty" Davis, Chairman of D.H. Blair Investment Banking Corp. and one of Wall Street's most storied venture capitalists. Over a remarkable career, Morty helped more than 400 early-stage companies raise over $3 billion in capital — funding Nobel Prize winners, polio vaccine developers, and telecom pioneers from scratch. He started broke, dropped out at 14, clawed his way to Harvard Business School, and became a top broker out of 3,000 at Shields & Company before building D.H. Blair into a micro-cap IPO powerhouse. This conversation is equal parts capital markets history lesson and raw life philosophy — a rare window into how a self-made Wall Street legend actually thinks about founders, capital, risk, and what it takes to refuse to lose. 🎯 What We Cover: How Morty funded over 400 early-stage companies and what that deal flow actually looked likeWhy he bet on the jockey, not the business plan — and the specific traits he screened forThe cold-calling formula that made him the #2 broker out of 3,000 at Shields & CompanyHis path from high school dropout to Harvard MBA — and the obsessive study method that got him thereWhat Wall Street looks for in early-stage founders that most pitch decks completely missThe "1 in 100" sales principle that shaped his entire approach to capital raisingHow he built D.H. Blair into a full-service investment banking and venture capital firmThe story behind funding a telecom startup that eventually reached billion-dollar valuations — twiceWhy Morty wrote Happiness Guaranteed or Your Misery Back — and the mindset shift that changed everything for himLessons from a lifetime in capital markets that no MBA program will ever teach you🤝 Connect with Morty Davis: 🌐 D.H. Blair Investment Banking Corp. — dhblair.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/ 🎙️ 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/

    51 min
  4. How Investor Reviews Are Reshaping Trust in Private Markets

    MAR 18

    How Investor Reviews Are Reshaping Trust in Private Markets

    Trust is becoming the most valuable asset in private markets. In this episode of The Investor Relations Podcast, Joshua Wilson interviews Pat Zingarella on building a platform that enables verified investor reviews of general partners. Pat explains how his platform allows LPs to submit verified feedback based on real investment experience, creating a new layer of transparency in capital markets.   Inside this episode: • The concept of a “Yelp for private real estate” • How LP verification works and why it matters • The role of reviews in investor decision-making • Why IR teams must focus on trust and conversion • How GPs can use feedback to improve and grow • The long-term vision for transparency across private markets This episode is essential for anyone involved in investor relations, private equity, or raising capital in today’s environment. 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/

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

    MAR 1

    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
  6. 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
  7. 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
  8. 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
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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.

Information

  • Creator
    Joshua Wilson
  • Years Active
    2025 - 2026
  • Episodes
    185
  • Rating
    Clean
  • Copyright
    © 2026 The Investor Relations Podcast
  • Show Website
    The Investor Relations Podcast