The Investor Relations Podcast
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.
How Family Offices Are Shaping Investor Relations
In this episode of The Investor Relations Podcast, we sit down with Brian Adams, a partner at a boutique executive search firm serving single-family offices nationwide. Brian shares how his team helps family offices identify ...
Navigating IR Job Searches Beyond LinkedIn
Strategic Networking: Beyond LinkedIn for Senior Professionals In this episode, we discuss effective networking strategies for securing high-level roles in investor relations. Emphasizing the limitations of solely using Linke...
Leveraging Boards for Corporate Growth and Success
Maximizing the Impact of Your Board of Directors Discover the best practices for forming and leveraging a board of directors in a publicly traded company. Learn why having activist investors with a deep understanding of the b...
What Is OpenVC and Who Is It Designed For?
Connecting Tech Founders with Early Stage Investors: An Overview of OpenVC Explore how OpenVC helps tech founders—whether in SaaS or biotech—connect with early stage investors. Learn about this online platform designed to str...
What Key Characteristics Make an Effective Fundraiser or IR Associate?
Key Characteristics of Successful Fundraisers and IR Associates In the ever-changing market landscape, being an effective fundraiser or IR associate boils down to a few key traits. 🌟 According to insights shared by industry e...
How Can Event Driven Data Enhance Investor Relations?
The Critical Role of Event Driven Data in Investor Relations In this insightful discussion with Nick, we dive into the importance of event driven data in the world of investor relations. From IPOs and M&As to bankruptcies and...
What are Some Resume Red Flags?
Navigating Job Turnover and Presenting a Strong Resume This episode addresses the importance of understanding and evaluating recent job turnover. It highlights the need for hiring managers to consider candidates' long-term te...
Balancing Founder Passion and Reason
Finding and Sustaining Motivation as a Founder This episode delves into the challenges of maintaining motivation as a startup founder. The discussion emphasizes the importance of choosing a project that aligns with personal b...
Understanding Buy Side vs. Sell Side
Understanding Buy Side vs. Sell Side This episode explains the distinction between the buy side and sell side in the financial industry. It covers the roles of investment banks, brokerage firms, and analysts on the sell side,...
Key Learning Experiences for an IR Professional
Navigating Investor Relations: Key Learning Experiences In this episode, we explore the crucial learning experiences of an Investor Relations (IR) professional working with mid to large-cap companies. The discussion delves into the importance of understanding financial statements, communicating effectively with different investors, and the necessity of providing accurate and truthful information. The guest shares insights on learning the 'language' of finance and acknowledges the s…
Aligning Investment Strategies with Institution's Objectives
Key Considerations for Working With Institutional Investment Strategies This episode discusses crucial factors investors need to keep in mind when making long-term investment decisions. It emphasizes the importance of aligning the investment strategy with the long-term objectives of the investment pool, such as ensuring liquidity for corporate pensions, retirement plans, or insurance claims. This alignment is essential for maintaining the financial health and meeting the obligations of ...
A Leader’s Character in the Eyes of Investors
The Key Traits of Effective Leadership in Investor Relations
Join us in this insightful video where we discuss the crucial importance of leadership in the Investor Relations (IR) community with a former CEO of Blockbuster and 7-Eleven.
Drawing from his extensive experience and his book 'Education is Freedom,' we delve into the essential soft skills every leader should possess, including creativity, curiosity, and confidence. Moreover, we explore the foundational ro…
What Are the Common Mistakes in Pitch Decks?
Avoiding Common Pitfalls in Pitch Decks: Insights from Open VC In this episode, the speaker shares their extensive experience reviewing over 25,000 pitch decks annually on Open VC. They highlight a frequent mistake made by founders: creating overly lengthy and text-heavy pitch decks. The key advice offered is to keep the pitch deck concise and engaging, focusing on sparking interest rather than overwhelming the recipient with excessive information. This approach should lead to more effe...
Avoiding Short Term Traps in Investor Relations
Avoiding Short-Term Thinking in Institutional Investor Relationships This episode discusses the critical mistakes companies often make when building relationships with institutional investors. The primary focus is on the detrimental impact of being too transaction-oriented for quick sales rather than fostering long-term connections. Rip emphasizes that successful, lasting relationships with asset managers often take years to develop, underscoring the importance of long-term thinking and...
How Great Leaders Lead Investor Calls
How do great leaders conduct investor calls? They focus on three key elements: embracing change, exuding confidence, and fostering clarity. 🌟 Join Jim Keyes as he shares valuable insights on leading with impact and effectivel...
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About the Host
Joshua Wilson
Podcast Host / Investment Banker / Real Estate Broker
Joshua Wilson is an Investment Banking Representative (Series 79 & 63), licensed real estate broker, and CEO and Executive Producer of multiple strategic media brands. He has launched over 20 podcast and YouTube shows, with several reaching the top 3%, 5%, and 10% globally in their verticals. As a trusted connector among founders, family offices, and investment platforms, Josh brings a relational, strategic lens to SPACs, IPOs, M&A, and private placements—blending insight, curiosity, and communication to spotlight the people and deals shaping the capital markets.