EPISODE · Mar 19, 2026 · 51 MIN
What a 96-Year-Old Wall Street Legend Wishes Every Founder Knew — Morty Davis
from The Investor Relations Podcast · host Joshua Wilson
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 like.In this episode, Joshua Wilson sits down with J. Morton "Morty" Davis, Chairman of D.H. Blair Investment Banking Corp. and one of Wall Street's most storied venture capitalists. Over a remarkable career, Morty helped more than 400 early-stage companies raise over $3 billion in capital — funding Nobel Prize winners, polio vaccine developers, and telecom pioneers from scratch. He started broke, dropped out at 14, clawed his way to Harvard Business School, and became a top broker out of 3,000 at Shields & Company before building D.H. Blair into a micro-cap IPO powerhouse. This conversation is equal parts capital markets history lesson and raw life philosophy — a rare window into how a self-made Wall Street legend actually thinks about founders, capital, risk, and what it takes to refuse to lose.🎯 What We Cover:How Morty funded over 400 early-stage companies and what that deal flow actually looked likeWhy he bet on the jockey, not the business plan — and the specific traits he screened forThe cold-calling formula that made him the #2 broker out of 3,000 at Shields & CompanyHis path from high school dropout to Harvard MBA — and the obsessive study method that got him thereWhat Wall Street looks for in early-stage founders that most pitch decks completely missThe "1 in 100" sales principle that shaped his entire approach to capital raisingHow he built D.H. Blair into a full-service investment banking and venture capital firmThe story behind funding a telecom startup that eventually reached billion-dollar valuations — twiceWhy Morty wrote Happiness Guaranteed or Your Misery Back — and the mindset shift that changed everything for himLessons from a lifetime in capital markets that no MBA program will ever teach you🤝 Connect with Morty Davis: 🌐 D.H. Blair Investment Banking Corp. — dhblair.com📩 Connect with Joshua Wilson: Have a question about investor relations, capital markets, or building your IR strategy? Reach out directly. 💼 https://www.linkedin.com/in/joshuabrucewilson/ 🌐 https://www.theinvestorrelationspodcast.com/🎙️ Follow The Investor Relations Podcast: 🌐 https://www.theinvestorrelationspodcast.com/ ▶️ https://www.youtube.com/@TheInvestorRelationsPodcastDisclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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:https://www.theinvestorrelationspodcast.com/contact/
What this episode covers
What a 96-Year-Old Wall Street Legend Wishes Every Founder Knew — Morty Davis Morty 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 like. In this episode, Joshua Wilson sits down with J. Morton "Morty" Davis, Chairman of D.H. Blair Investment Banking Corp. and one of Wall Street's most storied venture capitalists. Over a remarkable career, Morty helped more than 400 early-stage companies...
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What a 96-Year-Old Wall Street Legend Wishes Every Founder Knew — Morty Davis
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