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.
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...
How Can IR Professionals Effectively Track M&A Activity
Elevate Your M&A Insights with Advanced Tools! In the fast-paced world of mergers and acquisitions, staying informed is crucial. IR professionals, wouldn't it be beneficial to have all the industry updates consolidated in one place? 🤔 Our latest discussion with industry experts Josh Wilson and Nick Gershenhorn reveals how cutting-edge tools are revolutionizing the way IR professionals track M&A activity. From understanding market signals to recalibrating your messaging s…
How is Success Measured for Investor Relations Professionals?
Measuring Success in Investor Relations: Quantitative vs. Qualitative Metrics
In this episode, Ben discusses the two-fold approach to measuring success in his dynamic job.
He emphasizes the importance of both quantitative metrics, such as stock performance and new investor acquisition, and qualitative measures, like the strength and quality of relationships with investors. Ben highlights that, while numbers are critical, the core of success in Investor Relations lies in buil…
The Evolving Role of Investor Relations Across Market Caps
Navigating the Evolution of Investor Relations Across Market Caps Investor relations (IR) is an integral component of any public company. It serves as the bridge between the company and its investors, ensuring clear communication regarding financial health and business strategy. However, the role of IR professionals can vary significantly depending on the market cap of a company. In this post, we'll explore how these roles evolve as companies transition from small to large market caps. …
Why Does the Spray and Pray Method Fail in Capital Raising?
Why the 'Spray and Pray' Method Fails in Capital Raising The video discusses the ineffectiveness of the 'spray and pray' method used by founders when reaching out to investors on platforms like LinkedIn. It highlights that the approach fails due to high volume and poor targeting, leading investors to become desensitized to such messages. The video also touches on how new venture capitalists initially aim to respond to all messages but eventually grow jaded and ignore thei…
How Institutional Investors Identify Opportunities
How Institutional Investors Identify Prime Opportunities This episode explores how institutional investors find suitable investment opportunities, highlighting the impact of team size on access to valuable information and resources. It also discusses the importance of creating communities and networking through events to expedite the process of finding investment opportunities. Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker....
Can Experience Outshine Credentials in IR?
Enhancing Your Investor Relations Career: Credentials and Experience This episode discusses the importance of financial acumen and varying career backgrounds in the field of investor relations. It provides insights on whether certifications like CFA or MBA are necessary depending on your prior experience. The video offers advice for those transitioning from communications roles and competing against candidates with financial certifications. Disclaimer: Joshua Wilson is a registered inve...
From NFL Chief of Staff to Head of IR
From NFL Chief of Staff to Head of Investor Relations: The Overlapping Skills In this episode, Ben discusses his career transition from being the Chief of Staff to NFL head coach Pete Carroll to becoming the Head of Investor Relations (IR) for a publicly traded company. Despite the apparent differences, Ben highlights the similarities between the roles, emphasizing the importance of relationship management, effective communication, and treating people with respect. He describes the IR r...
Preparing for Earnings Calls
🚀 Preparing for Earnings Calls: Turning Data into Insightful Strategies! 📊 Navigating the intricate landscape of earnings calls isn't just about numbers—it's about insights driven by event data. As highlighted by Josh Wilson and Nick Gershenhorn in our discussion, staying ahead means being informed about competitor IPOs, market trends, and restructuring activities that could impact your sector. Event-driven data not only equips Investor Relations teams with the critical information…
How Do You Successfully Approach Institutional Investors?
Navigating the world of institutional investors can seem daunting, but it's not always about having the "right" connections. In my latest discussion with Brian McKelvey, we explore the misconceptions of working with big inves...
Choosing the Right IR Path: Hiring vs Developing In-House
Choosing the Right Investor Relations Path: Hiring vs. Developing In-House In the realm of investor relations (IR), companies often grapple with a critical decision: whether to hire an external IR agency or to develop an in-house team. Determining the right path depends on several factors, most notably cost and the company's development stage. Let’s explore how businesses can find the right balance. Assessing Company Needs and Resources According to industry experts, the stage of a comp…
Key Red Flags That Deter Institutional Investors
Key Red Flags That Deter Institutional Investors This episode discusses major red flags that can dissuade institutional investors from pursuing opportunities. The primary concerns highlighted include the lack of good governance and changes in strategy by asset managers. The importance of consistent strategy alignment with asset managers is also emphasized. Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this...
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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.