The Investor Relations Podcast
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.
Episodes
186 episodes
How RIAs Are Reshaping the Investor Base for Pre-IPO Companies with Jeff Ransdell
The public market is 50% smaller than it was in 2000. Companies are staying private longer. And the wealth being created during that private window is bypassing every traditional investor relations playbook ever written.Joshua Wilson sit...
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 frac...
.png)
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 w...
.png)
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 DavisMorty 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...
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
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 Pet...
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 sp...
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 th...
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 ...
Transparency Is Your Greatest Investor Tool
When it comes to founder-investor communication, transparency isn’t just important—it’s essential. In this episode, Dr. Thomas J Powell discusses the disconnect that often arises between optimistic founders and seasoned investors who value hone...
What Investors Really Want to Hear from Founders
In this episode of The Investor Relations Podcast, Dr. Thomas J Powell, founder of The Founder’s Office™, shares a candid perspective on communication breakdowns between founders and investors—and how to fix them. Drawing on decades of...
How a Podcast Turned Into a Global Institutional Partnership | Alpha Edge 2026
What started as a simple podcast experiment has evolved into a global institutional partnership.In this episode, Chris Williams and
Are You Building Your Business from the Outside In or the Inside Out?
In this powerful Part 2 of The Deal Podcast with Sean Phalon, we go deeper beyond capital, real estate, and transactions into the why behind the work.Sean opens up about:Growing up as an adoptee and finding ...
The Future of Investor Relations: Building the Deal Maker Network
Investor relations is not a department.It is a strategy.In this episode of The Investor Relations Podcast, Joshua Wilson and
A Framework for Evaluating SPAC Investments | Louis Camhi of RLH Capital
SPACs are often misunderstood.In this episode of The Investor Relations Podcast, host Joshua Wilson speaks with Louis...
The FAVOR Factor: A Biblical Framework for Funds
The FAVOR Factor: A Biblical Framework for Modern FundsIn this episode of the Investor Relations Podcast, Joshua Wilson breaks down a revolutionary biblical principle discovered within the story of Nehemiah—the first "p...
Founder-Centric Capital Strategy Explained
When capital enters the room, founders often fear losing control. But what does it really mean to advocate for a founder without rubber-stamping every decision?In this episode of The Investor Relations Podcast, Dr. Thomas J Powe...
Biotech IR Across Development Stages
In this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, breaks down how investor relations strategies must adapt across the different stages of a biotech company’s growt...
IR Strategies Around Clinical Trial Success
In this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, shares how biotech companies should approach investor relations conversations around major clinical milestones. H...
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. Draw...
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 ...
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 m...
Knowing When to Exit: A Founder’s Guide to Capital Timing
When is the right time to walk away from a deal? In this episode, Dr. Thomas J Powell shares a sharp framework for founders navigating exit decisions—one rooted in his decades of capital structuring experience and lessons from hard-earned wins ...
