The Investor Relations Podcast
Joshua Wilson
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.
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Top 10 The Investor Relations Podcast Episodes
Goodpods has curated a list of the 10 best The Investor Relations Podcast episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Investor Relations Podcast for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Investor Relations Podcast episode by adding your comments to the episode page.
Make Your Investor Relations Stand Out in a Noisy Market
The Investor Relations Podcast
02/10/25 • 1 min
...."If a tree falls in a forest and nobody puts it on LinkedIn, did it really happen?"
Josh Wilson 00:00:00 What do you think in the world of investor relations? What is the most critical piece for a public company? Once they're once they're public? What do you think is so important, especially maybe pushing through the LinkedIn audience?
Seth Farbman 00:00:13 You know, I think they have to be authentic. I think as a public company, investors like to know that that CEO is out there hustling, working for their money, not just sitting behind the desk. And so take them on the journey with you. you know, you had mentioned that we met at the Geneva conference. There were so many times where somebody will a CEO will attend the conference, they'll sponsor a conference, they'll have an exhibit, they'll go and they'll come back. And. And I always joke about the analogy like, if a tree falls in a forest and nobody puts it on LinkedIn, did it really happen? So, like, why aren't these guys taking advantage of that, like promote the fact that you're going to be attending, that you're going to be speaking, invite people to connect with you, you know, do a post about how it went or showing you up there as an authority because you want to you want to use all that storytelling power to present yourself as a thought leader and really whatever category you're in.
Seth Farbman 00:01:09 So I think that from a PR standpoint, many people go public, put out a press release, they sit back and think that, hey, you know, it's going to take care of itself. But we live in a very, you know, noisy world where in order to cut through that, there's no one switch. You know, you've got to do road shows, you've got to do, social media, you've got to do conference circuits, you've got to do, you know, a little bit of everything to really to really get get your name out there.
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:
Choosing the Right IR Path: Hiring vs Developing In-House
The Investor Relations Podcast
05/14/25 • 0 min
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 company plays a significant role in this decision. Start-ups or early-stage companies, which often have limited internal resources, might find it more beneficial to engage an external IR agency. By doing so, they gain access to a full spectrum of resources and expertise that an in-house team may not yet possess.
Understanding the Cost Dynamics
Cost is a pivotal element in deciding between an in-house team and an agency. If a company aims to have an expert IR resource internally, they should expect to invest significantly—typically around $350,000 or more per year for a proficient and experienced professional. This cost can be prohibitive for many, thus prompting the consideration of external agencies.
The Value of External Expertise
Hiring an IR agency comes with the advantage of gaining seasoned professionals who bring extensive experience and comprehensive support. Agencies often offer a multifaceted approach, complete with additional features and innovations that a single internal hire may not provide. This “hired gun” option can be especially valuable when looking to enhance the company’s visibility and credibility in investor circles.
Striking the Right Balance
Ultimately, the choice between hiring an agency and developing in-house capabilities hinges on aligning business objectives with available resources. Companies should weigh the costs against potential gains in expertise, breadth of service, and overall impact on investor relations strategies.
By carefully evaluating these factors, businesses can make a thoughtful decision that supports their growth and strengthens their connections with investors.
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:
Key Red Flags That Deter Institutional Investors
The Investor Relations Podcast
05/13/25 • 1 min
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 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:
The Role of Executives in Corporate Social Media
The Investor Relations Podcast
02/12/25 • 1 min
Seth Farbman I think it's more of a lack of just focus on it, and it could be something as silly as, you know, you and I meet at a conference. First thing I'm going to do is Google your name. I don't even have the patience very often to go to the website about us, who we are. I've already, like, gotten bored. I'm just going to Google your name and the first thing that comes up is your LinkedIn profile. And, you know, it's it's comical when the CEO of of a large company has as his profile him and his dog. I mean, again, no offense to the pet lovers or if it's a group photo, right? Him and his buddies, him and four guys.
I don't know which is him and which is his friend. Like, small things like that make a big difference. I'm still to this day shocked at how many publicly traded companies have spent millions. Right. To get to that point. Ring the Nasdaq bell. Break out the champagne. But yet, on their LinkedIn profile, they don't say, hey, we're a public company, we're on Nasdaq. Here's our ticker symbol. It's just a lot of lost opportunity that I think a lot of companies can can focus on. And if they don't have the time to do it themselves and hire a team. But, but those are the things that we see a lot.
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:
Strategic Approach to IR for Small Cap Companies
The Investor Relations Podcast
04/23/25 • 1 min
A Thoughtful Strategy for Investor Relations in Small Cap Companies
Navigating investor relations (IR) for small cap companies requires more than just immediate outreach. It demands a strategic approach that prioritizes long-term relationships with shareholders. This is how a calculated strategy can transform the perception and success of these companies.
### Deep Dive into the Company and Industry
Effective IR begins with a comprehensive understanding of the company. Instead of rushing into external engagement, an IR agency should first converse with executives and department heads to grasp the inner workings, products, services, and culture. A nuanced understanding of the competitive landscape and industry dynamics is equally critical. This knowledge ensures authentic representation and strategic positioning of the company.
### Customizing Engagement Materials
Following this foundational insight, the focus shifts to crafting tailored materials—developing a strategic slide deck, drafting precise press releases, and revising the company’s boilerplate. These elements, created in collaboration with the company’s marketing and executive teams, must reflect both the company's objectives and market realities.
### Strategic Market Positioning
Positioning within the industry landscape involves understanding market perceptions regarding the company’s strengths and areas for growth. Through informal market inquiries and feedback, an IR agency can advise on strategic shifts to enhance the company’s market image and investor appeal.
In summary, a deliberate approach to IR—grounded in thorough company comprehension and strategic material creation—can foster sustainable shareholder connections and pave the way for lasting success in the competitive market of small cap companies.
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:
SPAC Lightning
The Investor Relations Podcast
04/26/25 • 1 min
Lyrics
(Verse 1)
SPACs are the way we're building it bright,
Finding great teams and we're soaring in flight,
Deals coming fast, yeah, the future's in sight,
Rolling along in that SPAC Lightning tonight!
(Chorus 1)
Tell me more, tell me more -
Did they find a great team?
Tell me more, tell me more -
Is it part of the dream?
(Bridge)
Ohhh, we got the sponsors,
We got the team,
We got the vision,
We're living the dream!
Now it's time -
Time to ignite -
We're taking off with SPAC Lightning tonight!
(Chorus 2 - Big)
SPAC Lightning, moving fast,
Big dreams, big deals, built to last!
SPAC Lightning, take that ride,
Building the future with power and pride!
(Outro - Strong finish)
SPAC Lightning tonight!
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:
Guidelines for Selecting an IR Partner
The Investor Relations Podcast
04/29/25 • 1 min
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:
Entrepreneurs: Cohesive Career Story from Spotty Resume
The Investor Relations Podcast
04/30/25 • 1 min
How to Navigate a Spotty Resume in the Startup and Venture Capital World
In this episode, we discuss how founders and entrepreneurs with seemingly spotty resumes can present themselves as ideal candidates during turbulent times.
Our discussion delves into the importance of tying together motivations for career moves and rebranding through acquisitions to showcase a clear career trajectory. We also offer advice on how to demonstrate impact in short-term roles and suggest strategies, such as working at a consultancy or an advisory firm, to provide a more stable career narrative.
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:
What is Institutional Investor
The Investor Relations Podcast
05/01/25 • 0 min
In this episode, the organization Institutional Investor is explored. Originally a print magazine, Institutional Investor has evolved into a full-fledged media, thought leadership, and event company.
Rip Reeves shares personal experiences from reading the publication during college at LSU and throughout a career in investment management, including roles as a portfolio manager, bond trader, and Chief Investment Officer in New York City.
Together we highlight the value of Institutional Investor in facilitating continuous learning and community building within the industry.
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:
Personal vs. Corporate LinkedIn Profiles: Which Should You Prioritize
The Investor Relations Podcast
03/13/25 • 1 min
Josh 00:00:00 In LinkedIn. There's the the personal profile which everybody has. And then there's sometimes there's a corporate profile or someone just types it in and it doesn't even point to a page or something or a page not found. What's the importance of having maybe a corporate and a personal and how do you leverage both?
Seth 00:00:17 I think you do need both. And you raise a good point where so many times there are dead links and it doesn't take you to the right place. So, you know, that's definitely something that I highly suggest people make sure are in working order. But you touched on a great point, because often people that we speak with say that I have a corporate profile, so I don't really need to work on my personal one. Let me just provide you with, you know, two very tangible takeaways that, answer this question. Number one is you would agree, people want to do business with people. They want to know the face behind the company. And so if I see a great corporate profile with good content, but it's just a logo, I'm not going to be as inclined to reach out to them and start a relationship, because I don't know who's behind it.
Seth 00:01:01 The personal profile, you can organically target the exact audience that you want to. So like, for example, I had a guy that was in the medtech world and had a brain, a brain device, and he wanted us to connect him to every neurosurgeon in the country. You can be very proactive as opposed to the corporate profile where you don't have that ability.
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:
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FAQ
How many episodes does The Investor Relations Podcast have?
The Investor Relations Podcast currently has 124 episodes available.
What topics does The Investor Relations Podcast cover?
The podcast is about Investing, Compliance, Podcasts, Business, Communications and Careers.
What is the most popular episode on The Investor Relations Podcast?
The episode title 'What Makes For An Effective Investor Presentation' is the most popular.
What is the average episode length on The Investor Relations Podcast?
The average episode length on The Investor Relations Podcast is 1 minutes.
How often are episodes of The Investor Relations Podcast released?
Episodes of The Investor Relations Podcast are typically released every 15 hours.
When was the first episode of The Investor Relations Podcast?
The first episode of The Investor Relations Podcast was released on Jan 20, 2025.
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