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.
Frame Control: The Psychology Behind Every Investor Conversation — Oren Klaff
Lower Middle Market Buyouts and the Art of Investor Communications with Sequoya Borgman & Marit Harm
Optimizing for the Investor: Why This VC Became an RIA with Martin Garcia
Allocators and Warfighters: From the Cap Table to the Battlefield with Kevin Pavnica
The Psychology of Capital Allocation: How Investors Really Decide — Ashby Monk & Logan Yonavjak
What VCs and PE Firms Get Wrong When Pitching RIAs with Gary Preisser
Learn To Become Incorruptible with Eric Ries
The IR Playbook Every Company Needs Before Activists Show Up — Aaron Bertinetti
How RIAs Are Reshaping the Investor Base for Pre-IPO Companies with Jeff Ransdell
From Multifamily to Castles in Spain: A Capital Raiser's Story — Mike Stohler
What Investors See That Founders Don't — Inside the VC Decision Process — Leon Eisen, PhD
What a 96-Year-Old Wall Street Legend Wishes Every Founder Knew — Morty Davis
How Investor Reviews Are Reshaping Trust in Private Markets
Inside the SPAC Playbook: Research, Capital Strategy, and Building Real Alpha | Peter Wright
From 14,000 Units to Launching a $100M Private Equity Fund
About the Host
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.
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