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.
The Investor Relations Podcast
Guidelines for Selecting an IR Partner
The Key to Finding a Trusted IR Partner for Your Small Cap Company
Navigating the investor relations (IR) landscape can be a daunting task for small to mid-cap companies. Selecting the right IR agency involves understanding your company's specific needs and ensuring the agency can meet these requirements both now and in future scenarios. Josh Wilson and Jordan Darrow provide valuable insights into selecting the ideal IR partner.
Understanding Expectations for an IR Agency
When you're at the helm of a small to mid-cap company, it's crucial to set clear expectations for what you need from an IR agency. Josh Wilson emphasizes starting with trust. Choose someone who is highly recommended, not just by a single source but by multiple respected voices within the industry. This approach helps establish a baseline of reliable service, as it's more effective to gauge the agency's reputation by consulting several parties rather than relying on a sole reference.
Identifying Common Denominators
Jordan Darrow offers practical advice to streamline your selection process, highlighting the importance of identifying common denominators across recommendations. Engage with multiple professionals to discover which agency is frequently endorsed by credible sources. A collective recommendation can often point you in the right direction.
Assessing Broad Spectrum Skills
Once you have shortlisted potential IR partners, delve deeper into their expertise. A comprehensive understanding of the investment community is crucial. Darrow stresses the necessity of an agency possessing a wide range of capabilities. Ensure they are equipped to handle not only networking and investment community outreach but also internal corporate governance and the articulation of your investment thesis with appropriate valuation skills.
Continuity and Growth
One of the key considerations in selecting an IR agency is their ability to grow with your company. Switching agencies can be disruptive; therefore, choosing a partner that can satisfy both current and future requirements is essential. Darrow suggests verifying their competency in areas beyond immediate needs to avoid potential gaps in knowledge or skills that could hinder your company's growth.
Conclusion
For small to mid-cap companies, selecting the right IR agency is a decision that requires careful thought and consultation. By following the guidance of professionals like Josh Wilson and Jordan Darrow, companies can find an IR partner that not only fits their current criteria but also adapts to future demands. Ultimately, the right partner will be a trusted ally in navigating the complexities of investor relations.
Disclaimer: 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.
Let's Connect On LinkedIn:
https://www.linkedin.com/in/joshuabrucewilson/
To Contact Us, Please Visit:
