The Investor Relations Podcast cover art

All Episodes

The Investor Relations Podcast — 192 episodes

#
Title
1

Optimizing for the Investor: Why This VC Became an RIA with Martin Garcia

2

Allocators and Warfighters: From the Cap Table to the Battlefield with Kevin Pavnica

3

The Psychology of Capital Allocation: How Investors Really Decide — Ashby Monk & Logan Yonavjak

4

What VCs and PE Firms Get Wrong When Pitching RIAs with Gary Preisser

5

Learn To Become Incorruptible with Eric Ries

6

The IR Playbook Every Company Needs Before Activists Show Up — Aaron Bertinetti

7

How RIAs Are Reshaping the Investor Base for Pre-IPO Companies with Jeff Ransdell

8

From Multifamily to Castles in Spain: A Capital Raiser's Story — Mike Stohler

9

What Investors See That Founders Don't — Inside the VC Decision Process — Leon Eisen, PhD

10

What a 96-Year-Old Wall Street Legend Wishes Every Founder Knew — Morty Davis

11

How Investor Reviews Are Reshaping Trust in Private Markets

12

Inside the SPAC Playbook: Research, Capital Strategy, and Building Real Alpha | Peter Wright

13

From 14,000 Units to Launching a $100M Private Equity Fund

14

How Should Founders Handle Failed Deals with Investors?

15

Raising $3.2 Billion in Capital: Lessons from 500+ Founder Deals

16

Transparency Is Your Greatest Investor Tool

17

What Investors Really Want to Hear from Founders

18

How a Podcast Turned Into a Global Institutional Partnership | Alpha Edge 2026

19

Are You Building Your Business from the Outside In or the Inside Out?

20

The Future of Investor Relations: Building the Deal Maker Network

21

A Framework for Evaluating SPAC Investments | Louis Camhi of RLH Capital

22

The FAVOR Factor: A Biblical Framework for Funds

23

Founder-Centric Capital Strategy Explained

24

Biotech IR Across Development Stages

25

IR Strategies Around Clinical Trial Success

26

Biotech & Life Sciences Investor Relations

27

Building Lifelong Investor Relationships with Family Offices

28

What Licenses Does a Family Office CIO Need?

29

Knowing When to Exit: A Founder’s Guide to Capital Timing

30

Long-Term Success with Family Offices

31

What 30+ Years of Capital Raising Taught This Family Office Leader

32

Biotech Turnaround Strategies

33

Essential First Steps to Pursue a Role in Investor Relations

34

What Aspiring CIOs Should Know About Family Office Careers

35

Earnings Calls: Insights and Importance

36

Tracking the Full Cycle of Early Stage Companies to IPO or M&A

37

The 4-Point Investor Match Test For Capital Raising

38

Key Expectations for Board Members in a Biopharmaceutical IPO

39

Why Are RIAs Attractive for Fund Managers Seeking Capital?

40

What is the Role of a Family Office CIO?

41

What Makes a Great Fortune 500 CEO?

42

How to Understand Investors’ Needs

43

13F Filings: Implications for Small and Large Companies

44

What Makes an Investment Attractive for Institutional Investors

45

How Can IR Firms Efficiently Track Market Events?

46

Balancing an IR Career and Family Life

47

How Family Offices Are Shaping Investor Relations

48

Navigating IR Job Searches Beyond LinkedIn

49

What Is OpenVC and Who Is It Designed For?

50

Leveraging Boards for Corporate Growth and Success

51

What Key Characteristics Make an Effective Fundraiser or IR Associate?

52

How Can Event Driven Data Enhance Investor Relations?

53

What are Some Resume Red Flags?

54

Balancing Founder Passion and Reason

55

Understanding Buy Side vs. Sell Side

56

Key Learning Experiences for an IR Professional

57

Aligning Investment Strategies with Institution's Objectives

58

A Leader’s Character in the Eyes of Investors

59

What Are the Common Mistakes in Pitch Decks?

60

Avoiding Short Term Traps in Investor Relations

61

How Great Leaders Lead Investor Calls

62

How Can IR Professionals Effectively Track M&A Activity

63

How is Success Measured for Investor Relations Professionals?

64

The Evolving Role of Investor Relations Across Market Caps

65

Why Does the Spray and Pray Method Fail in Capital Raising?

66

How Institutional Investors Identify Opportunities

67

Can Experience Outshine Credentials in IR?

68

From NFL Chief of Staff to Head of IR

69

Preparing for Earnings Calls

70

How Do You Successfully Approach Institutional Investors?

71

Choosing the Right IR Path: Hiring vs Developing In-House

72

Key Red Flags That Deter Institutional Investors

73

My Favorite Part of Investor Relations with Christine Petraglia

74

What is the FDA Drug Approval Process?

75

How Does a CEO Handle the Weight of Leadership?

76

What is Institutional Investor

77

Entrepreneurs: Cohesive Career Story from Spotty Resume

78

Market Cap Dreams

79

Guidelines for Selecting an IR Partner

80

Why is Tracking the SPAC Lifecycle Crucial for IR Firms?

81

SPAC Lightning

82

Key Lessons Learned When Raising Money from Family Offices

83

How Can You Avoid Common Resume Pitfalls?

84

Understanding Institutional Investor's Needs

85

Strategic Approach to IR for Small Cap Companies

86

Key Skills for Success in Investor Relations

87

Inside the Structure of Institutional Investors

88

Funding Stages Bootstrap Beats

89

Which Credentials Matter For Investor Relations Careers

90

Key Ingredients for a Successful Investor Day

91

Government vs. Commercial Contracts in IR Strategies

92

What is Activism and How Can IR Teams Be Prepared?

93

What is an Investor Day?

94

A Day In The Life Of Valter Pinto

95

The Biggest Mistake in Investor Relations

96

From Roadshow to Investor Day: Strategic Timing and Planning

97

Supporting Private Companies in Investor Relations

98

The Roadshow Life (Country Pop)

99

Creating a Compelling Investment Narrative

100

The Architects of Special Purpose Acquisition Companies

101

Understanding Disclosure Obligations in Securities Offerings

102

Understanding Investor Perceptions and Gathering Feedback

103

The Evolution of Finance Roles: Peter McDermott on IR Careers

104

CMPO Essentials: Regulatory and Legal Framework

105

What is a Shelf Registration?

106

Job Searching During Uncertain Times

107

Educating Investors About Government Contracting

108

What are the Main Types of Securities Offerings?

109

IR vs. PR: Navigating the Differences and Synergies

110

Compensation in Investor Relations

111

You Down With OTC? (A Lyrical Guide To The OTC Market)

112

A Guide to Different Types of Institutional Investors

113

The Three Pillars of Investor Relations

114

Understanding Confidentially Marketed Public Offerings (CMPO)

115

SPACs Explored: History and Evolution

116

The Funding Stages & Common Founder Mistakes

117

Navigating Small Cap Investor Relations

118

What is the Difference Between an Asset Manager and Asset Allocator

119

Inside Investor Relations: Skills for Career Success

120

Comparing CMPO, PIPE, and ATM Strategies

121

Emerging Trends in Institutional Investing

122

Beyond New Investors: The Role of IR in Shareholder Relations

123

The SPAC Journey: From Private to Public

124

Turning Government Contracts into Investor Engagement

125

Investor Relations: The Digital and Social Media Revolution

126

Managing Hot Topics in Investor Relations

127

What is a SPAC?

128

IR Strategies on Preparing for a Successful IPO

129

Essential Training for CEOs Going Public

130

How Do You Get Into Investor Relations

131

Building a Comprehensive IR Function for New Public Market Entrants

132

What is a GSA Schedule?

133

A Day in the Life of Stephen Hawksworth

134

How Do Investment Banks Make Money?

135

Angel Networks and SPAC Collaboration

136

Understanding The IR Function From Boards Seats to C-Suites

137

Crafting Compelling Investor Presentations

138

The Role of Investor Relations in Smaller IPOs

139

Navigating SPAC Investor Relations

140

Highlighting The Benefits of Government Contracts

141

Understanding SEC Regulatory Requirements for New Securities

142

The Evolution of Investor Relations: From PR to Strategic Partner

143

What is the Investor Relations Role in an IPO

144

The Most Valuable Asset for New Graduates: Your Network

145

What is a Contract Vehicle

146

A Day in the Life of a Corporate Attorney with Mike Blankenship

147

Personal vs. Corporate LinkedIn Profiles: Which Should You Prioritize

148

Strategies for Public CEOs to Share on Social Without Risking Compliance

149

The Best Strategies for Defining ROI on LinkedIn for Business Leaders

150

What is an RFQ?

151

Best Practices for Successful Investor Roadshows

152

Tips for Public CEOs to Share Press Releases Effectively

153

The Best Practices for Effective Follow-Up in Investor Relations

154

What Is An RFP? Request For Proposal: Government Contracting 101

155

Government Contracts and Investor Relations

156

How To Prepare for Investor Meetings and Roadshows

157

Can CEOs Balance Personal and Professional Content on LinkedIn?

158

LinkedIn Tips for CEOs and Investor Relations Professionals

159

What does it mean to be a reporting company?

160

The Role of Executives in Corporate Social Media

161

What is an S-3?

162

Can Entrepreneurs Become Great Investors

163

Make Your Investor Relations Stand Out in a Noisy Market

164

What is a national securities exchange?

165

From Coconut Water to Ground Force Capital

166

What is a follow-on offering?

167

How To Spot a Winning Founder

168

What CEOs of Public Companies Have In Common

169

What is a 10-K?

170

Private Equity OR Family Offices

171

What is an Underwriting Agreement?

172

Family Office Impact Investing

173

What is a 10-Q?

174

Working With Family Offices

175

What is an ATM?

176

What documents are involved in an IPO?

177

What is the role of the Auditors in an IPO?

178

What is the role of investment bankers in an IPO?

179

What is the role of company counsel in an IPO?

180

What Is An 8-K?

181

What is an S-1

182

What is a Registered Direct Offering?

183

Who is Involved in an IPO?

184

What Is An IPO?

185

What is a private offering?

186

What is a public company?

187

What Is Investor Relations

188

What Is The Difference Between Investor Relations and Public Relations

189

What Makes For An Effective Investor Presentation

190

What Are Investor Roadshows Like

191

What Is The Importance Of An Investor Section On A Website

192

Introduction: The Investor Relations Podcast