The Investor Relations Podcast cover art

All Episodes

The Investor Relations Podcast — 193 episodes

#
Title
1

Lower Middle Market Buyouts and the Art of Investor Communications with Sequoya Borgman & Marit Harm

2

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

3

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

4

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

5

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

6

Learn To Become Incorruptible with Eric Ries

7

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

8

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

9

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

10

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

11

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

12

How Investor Reviews Are Reshaping Trust in Private Markets

13

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

14

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

15

How Should Founders Handle Failed Deals with Investors?

16

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

17

Transparency Is Your Greatest Investor Tool

18

What Investors Really Want to Hear from Founders

19

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

20

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

21

The Future of Investor Relations: Building the Deal Maker Network

22

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

23

The FAVOR Factor: A Biblical Framework for Funds

24

Founder-Centric Capital Strategy Explained

25

Biotech IR Across Development Stages

26

IR Strategies Around Clinical Trial Success

27

Biotech & Life Sciences Investor Relations

28

Building Lifelong Investor Relationships with Family Offices

29

What Licenses Does a Family Office CIO Need?

30

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

31

Long-Term Success with Family Offices

32

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

33

Biotech Turnaround Strategies

34

Essential First Steps to Pursue a Role in Investor Relations

35

What Aspiring CIOs Should Know About Family Office Careers

36

Earnings Calls: Insights and Importance

37

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

38

The 4-Point Investor Match Test For Capital Raising

39

Key Expectations for Board Members in a Biopharmaceutical IPO

40

Why Are RIAs Attractive for Fund Managers Seeking Capital?

41

What is the Role of a Family Office CIO?

42

What Makes a Great Fortune 500 CEO?

43

How to Understand Investors’ Needs

44

13F Filings: Implications for Small and Large Companies

45

What Makes an Investment Attractive for Institutional Investors

46

How Can IR Firms Efficiently Track Market Events?

47

Balancing an IR Career and Family Life

48

How Family Offices Are Shaping Investor Relations

49

Navigating IR Job Searches Beyond LinkedIn

50

What Is OpenVC and Who Is It Designed For?

51

Leveraging Boards for Corporate Growth and Success

52

What Key Characteristics Make an Effective Fundraiser or IR Associate?

53

How Can Event Driven Data Enhance Investor Relations?

54

What are Some Resume Red Flags?

55

Balancing Founder Passion and Reason

56

Understanding Buy Side vs. Sell Side

57

Key Learning Experiences for an IR Professional

58

Aligning Investment Strategies with Institution's Objectives

59

A Leader’s Character in the Eyes of Investors

60

What Are the Common Mistakes in Pitch Decks?

61

Avoiding Short Term Traps in Investor Relations

62

How Great Leaders Lead Investor Calls

63

How Can IR Professionals Effectively Track M&A Activity

64

How is Success Measured for Investor Relations Professionals?

65

The Evolving Role of Investor Relations Across Market Caps

66

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

67

How Institutional Investors Identify Opportunities

68

Can Experience Outshine Credentials in IR?

69

From NFL Chief of Staff to Head of IR

70

Preparing for Earnings Calls

71

How Do You Successfully Approach Institutional Investors?

72

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

73

Key Red Flags That Deter Institutional Investors

74

My Favorite Part of Investor Relations with Christine Petraglia

75

What is the FDA Drug Approval Process?

76

How Does a CEO Handle the Weight of Leadership?

77

What is Institutional Investor

78

Entrepreneurs: Cohesive Career Story from Spotty Resume

79

Market Cap Dreams

80

Guidelines for Selecting an IR Partner

81

Why is Tracking the SPAC Lifecycle Crucial for IR Firms?

82

SPAC Lightning

83

Key Lessons Learned When Raising Money from Family Offices

84

How Can You Avoid Common Resume Pitfalls?

85

Understanding Institutional Investor's Needs

86

Strategic Approach to IR for Small Cap Companies

87

Key Skills for Success in Investor Relations

88

Inside the Structure of Institutional Investors

89

Funding Stages Bootstrap Beats

90

Which Credentials Matter For Investor Relations Careers

91

Key Ingredients for a Successful Investor Day

92

Government vs. Commercial Contracts in IR Strategies

93

What is Activism and How Can IR Teams Be Prepared?

94

What is an Investor Day?

95

A Day In The Life Of Valter Pinto

96

The Biggest Mistake in Investor Relations

97

From Roadshow to Investor Day: Strategic Timing and Planning

98

Supporting Private Companies in Investor Relations

99

The Roadshow Life (Country Pop)

100

Creating a Compelling Investment Narrative

101

The Architects of Special Purpose Acquisition Companies

102

Understanding Disclosure Obligations in Securities Offerings

103

Understanding Investor Perceptions and Gathering Feedback

104

The Evolution of Finance Roles: Peter McDermott on IR Careers

105

CMPO Essentials: Regulatory and Legal Framework

106

What is a Shelf Registration?

107

Job Searching During Uncertain Times

108

Educating Investors About Government Contracting

109

What are the Main Types of Securities Offerings?

110

IR vs. PR: Navigating the Differences and Synergies

111

Compensation in Investor Relations

112

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

113

A Guide to Different Types of Institutional Investors

114

The Three Pillars of Investor Relations

115

Understanding Confidentially Marketed Public Offerings (CMPO)

116

SPACs Explored: History and Evolution

117

The Funding Stages & Common Founder Mistakes

118

Navigating Small Cap Investor Relations

119

What is the Difference Between an Asset Manager and Asset Allocator

120

Inside Investor Relations: Skills for Career Success

121

Comparing CMPO, PIPE, and ATM Strategies

122

Emerging Trends in Institutional Investing

123

Beyond New Investors: The Role of IR in Shareholder Relations

124

The SPAC Journey: From Private to Public

125

Turning Government Contracts into Investor Engagement

126

Investor Relations: The Digital and Social Media Revolution

127

Managing Hot Topics in Investor Relations

128

What is a SPAC?

129

IR Strategies on Preparing for a Successful IPO

130

Essential Training for CEOs Going Public

131

How Do You Get Into Investor Relations

132

Building a Comprehensive IR Function for New Public Market Entrants

133

What is a GSA Schedule?

134

A Day in the Life of Stephen Hawksworth

135

How Do Investment Banks Make Money?

136

Angel Networks and SPAC Collaboration

137

Understanding The IR Function From Boards Seats to C-Suites

138

Crafting Compelling Investor Presentations

139

The Role of Investor Relations in Smaller IPOs

140

Navigating SPAC Investor Relations

141

Highlighting The Benefits of Government Contracts

142

Understanding SEC Regulatory Requirements for New Securities

143

The Evolution of Investor Relations: From PR to Strategic Partner

144

What is the Investor Relations Role in an IPO

145

The Most Valuable Asset for New Graduates: Your Network

146

What is a Contract Vehicle

147

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

148

Personal vs. Corporate LinkedIn Profiles: Which Should You Prioritize

149

Strategies for Public CEOs to Share on Social Without Risking Compliance

150

The Best Strategies for Defining ROI on LinkedIn for Business Leaders

151

What is an RFQ?

152

Best Practices for Successful Investor Roadshows

153

Tips for Public CEOs to Share Press Releases Effectively

154

The Best Practices for Effective Follow-Up in Investor Relations

155

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

156

Government Contracts and Investor Relations

157

How To Prepare for Investor Meetings and Roadshows

158

Can CEOs Balance Personal and Professional Content on LinkedIn?

159

LinkedIn Tips for CEOs and Investor Relations Professionals

160

What does it mean to be a reporting company?

161

The Role of Executives in Corporate Social Media

162

What is an S-3?

163

Can Entrepreneurs Become Great Investors

164

Make Your Investor Relations Stand Out in a Noisy Market

165

What is a national securities exchange?

166

From Coconut Water to Ground Force Capital

167

What is a follow-on offering?

168

How To Spot a Winning Founder

169

What CEOs of Public Companies Have In Common

170

What is a 10-K?

171

Private Equity OR Family Offices

172

What is an Underwriting Agreement?

173

Family Office Impact Investing

174

What is a 10-Q?

175

Working With Family Offices

176

What is an ATM?

177

What documents are involved in an IPO?

178

What is the role of the Auditors in an IPO?

179

What is the role of investment bankers in an IPO?

180

What is the role of company counsel in an IPO?

181

What Is An 8-K?

182

What is an S-1

183

What is a Registered Direct Offering?

184

Who is Involved in an IPO?

185

What Is An IPO?

186

What is a private offering?

187

What is a public company?

188

What Is Investor Relations

189

What Is The Difference Between Investor Relations and Public Relations

190

What Makes For An Effective Investor Presentation

191

What Are Investor Roadshows Like

192

What Is The Importance Of An Investor Section On A Website

193

Introduction: The Investor Relations Podcast