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:
What is a Contract Vehicle
The Investor Relations Podcast
03/14/25 • 1 min
In this podcast episode, the discussion focuses on the concept of a "contract vehicle" in government contracting.
Nicholas explains that a contract vehicle, often referred to as a GSA schedule, is a formal agreement with the government that allows for the procurement of goods and services at predetermined prices. Unlike a competitive Request for Proposal (RFP), a contract vehicle provides a pre-negotiated framework, simplifying the procurement process.
This arrangement benefits contractors by offering long-term opportunities and visibility. The episode also explores the relevance of contract vehicles to investor relations, highlighting their importance in evaluating companies engaged in government contracting.
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:
Government Contracts and Investor Relations
The Investor Relations Podcast
02/24/25 • 0 min
Josh 00:00:00 So, Nick, in all of your experience working with government contracts, how does government contracts fit into the world of investor relations and how do they kind of play together?
Nick 00:00:11 Yeah, well, most public companies are always looking for traction that they can show investors. And one of the easiest ways to show traction to investors is revenue. And government contracts are a way for public companies, whether they're micro-cap, mid-cap, even large cap companies, to show investors that they have traction or that they're about to get traction by bidding on government contracts and potentially winning government contracts. So it can be used as a marketing play for a lot of public companies that are looking for a way to say, look, we have ten x growth potential or a hundred x growth potential, and one of our biggest buyers or customers might be a government contract.
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:
How To Spot a Winning Founder
The Investor Relations Podcast
02/05/25 • 0 min
But what I love is every once in a while you come across that entrepreneur that just says, you know what? I think I'm going to be the exception, but I don't really care. What else am I going to do? Like, I love this, I'm passionate about it. I'm doing it anyway. So it's going to be what it's gonna be. That's the person I want to back, right? Because you just don't know.
And here's the reality as well. What I've come to realize, Josh, I've been you know, I started Zico 20 years ago. Now I have, you know, I think people would look at me and say, I made it right. I, I have a our firm has 500 million under management. Right. We're writing 20 to $30 million checks. I've probably helped raise $1 billion for our firm and other companies. We've had multiple exits. but the reality is, I still am an entrepreneur, right? My partner and I are trying to build a multibillion dollar asset management firm. And so what I was talking to him about recently is it takes what it takes.
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 an Underwriting Agreement?
The Investor Relations Podcast
02/03/25 • 0 min
"What is an underwriting agreement?"
Lou Taubman explains that it is a formal contract between a company and an investment bank, detailing the terms for selling securities. The agreement outlines responsibilities, pricing, share quantity, and timelines, ensuring transparency and due diligence. This document is crucial for the success of public offerings or additional securities sales, making it a key topic for investor relations, CFOs, investors, attorneys, and accountants.
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 a 10-K?
The Investor Relations Podcast
02/05/25 • 0 min
What is a 10-K
A 10-K is a company's annual report Every year reporting companies that have stock that's traded publicly have to put out a report to the public that tells them what their results were for the year end from both a financial and an operations and business standpoint It's a very informative form Anybody who's considering investing in a public company should go out and read their most recent 10-K and their 10-Q
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 An RFP? Request For Proposal: Government Contracting 101
The Investor Relations Podcast
02/25/25 • 1 min
Josh 00:00:00 So, Nicolas, you know, these investor relations companies are working with these issuers and they're looking to get government contracts. And the question comes up, what is an RFP? Why don't you share? What the heck is an RFP?
Nicholas 00:00:14 Yeah. So government contracting 101 an RFP stands for request for proposal. This is when the government, whether it's federal, state or local government, issues a proposal because they need a request for something. So for example, they need a thousand pens and they want to know what is your proposal for those pens. Or they need consulting services and they issue an RFP request for proposal, basically saying, send us your proposal on what it would cost for these consulting services or these pens. So they issue a basically a synopsis of what they're looking for. And you respond with a proposal. Right? So a request for a proposal, you respond with a proposal. It's as simple as that.
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:
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 110 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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