The Investor Relations Podcast

The public market is 50% smaller than it was in 2000. Companies are staying private longer. And the wealth being created during that private window is bypassing every traditional investor relations playbook ever written.Joshua Wilson sits down with Jeff Ransdell — Founding Partner and Managing Director of Fuel Venture Capital — for a conversation IR teams cannot afford to miss. After two decades at Merrill Lynch overseeing roughly $130 billion in client assets, Jeff left the wirehouse world to build an institutional-quality VC firm purpose-built to serve the RIA channel. With nearly $1 billion in AUM, six funds, and a new Innovation 100 strategy designed for wealth advisors, Jeff makes the case that RIAs are becoming the dominant channel for pre-IPO investor capital — and that public-company IROs, pre-IPO communications leads, and capital markets advisors need a new framework for how innovation-economy companies engage their future investor base. This episode is essential listening for IR professionals tracking the migration of capital from public markets to late-stage private deals, and for pre-IPO operators thinking about IR strategy long before the S-1.🎯 What We Cover:Why the public market is half the size it was in 2000 — and what that means for IR strategyThe rise of the RIA channel as a serious source of pre-IPO capitalHow Fuel Venture Capital's Innovation 100 fund is structured for wealth advisorsThe 7–10% innovation allocation thesis from a former hedge fund CIOWhy 70% of startup employees never exercise their options — and how that distorts the cap tableWhat IR teams at late-stage private companies should be doing 18–36 months pre-exitThe shift from 10-year venture duration to 18–36 month pre-exit horizonsWhy direct-to-consumer VC bypasses the financial advisor — and why Jeff thinks that's wrongHow AI is reshaping wealth management and the future of the advisor roleWhat separates boutique VC firms from the BlackRocks and Blackstones of the world🤝 Connect with Jeff Ransdell: 🌐 https://www.fuelventurecapital.com/ 💼 https://www.linkedin.com/in/jeffransdell/ 📧 [email protected]📩 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/Disclaimer: 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/

He sold 1,500 multifamily doors at 46 — over pancakes and a napkin number at IHOP — and then had to figure out what came next. What Mike Stohler found was an entirely different world: boutique castle hotels in Catalonia, Spain, priced at a fraction of what you'd expect, and a capital-raising strategy that no one in the room had ever seen before.Mike Stohler is Managing Partner at Gateway Private Equity Group and host of The Richer Geek podcast. A former commercial airline pilot and Navy veteran, Mike has owned or operated more than 1,500 units across multifamily, hotels, and residential — and now focuses exclusively on boutique hospitality investments in Spain. In this conversation, he unpacks the pivot from multifamily operator to international hotel investor, the LP mindset shift that changes everything when your asset class becomes exotic, and the deal structure philosophy that keeps capital raises moving: keep it simple, make it explainable, and let your investors tell you exactly what they want.🎯 What We Cover:The IHOP napkin moment: how Mike's 1,500-door multifamily portfolio sold over pancakes and coffeeEntering a new asset class the right way — finding an experienced operator partner and giving them a piece of the back end so they're accountableWhy raising capital for hotels felt different from multifamily the moment LPs started saying "I want to tell my friends I own a hotel"How Mike coined the term "lifestyle investment" — and how it changed his entire marketing approach for the Spain acquisitionsThe LP mindset difference between standard multifamily investors and exotic-asset investors who don't want you to ever sellWaterfall and distribution structure philosophy: why Mike runs an 80-20 split on boutique deals and keeps prefs out of smaller structuresWhen complexity is appropriate in deal structure — and why confusion at any point destroys conversionMike's 20-year-old why, still hanging over his desk: "Build a life I don't need a vacation from"🤝 Connect with Mike Stohler: 🌐 https://www.gatewayPE.com 💼 https://www.linkedin.com/in/mikestohler 🎙️ The Richer Geek Podcast: https://www.richergeek.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/Disclaimer: 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/

A quantum physicist who built the world's first FDA-cleared wearable medical monitor — then crossed to the VC side and finally understood why he only raised $20M instead of $200M. What Leon Eisen, PhD discovered on the other side of the table will change how you think about every investor conversation you've ever had.Dr. Leon Eisen, PhD is a 4× founder, venture capitalist, and creator of Fundables OS™ — a fundraising operating system that has helped 100+ Seed and Series A teams become fundable. He is a Venture Partner at NetworkVC (Silicon Valley syndicate fund, 200+ LPs), a Senator at the World Business Angels Investment Forum (WBAF, G20 affiliated), and CEO of Venture Growth Group. In this episode, Leon pulls back the curtain on the VC decision-making process — how investors actually evaluate founders, why the logical brain is the last stop (not the first), and what truly separates a fundable company from one that keeps getting passed. Whether you're raising your first round or running a public company roadshow, the investor psychology Leon unpacks here applies across every capital raise conversation.🎯 What We Cover:Why founders pitch to the wrong brain — and the three-brain decision framework investors actually useThe difference between "asking for money" and offering equity in a growing asset — and why it changes everythingHow to control the investor meeting through intelligence and preparation, not dominanceWhy raising capital too early costs you more than you think — and the right time to raiseWhat VCs mean by "being in the flow" — and how they identify which companies are riding a trend vs. fighting oneThe Fundables OS™ approach: why becoming fundable is a company-building exercise, not a pitch exerciseMomentum + charisma: the intersection Leon used to raise his first $1M during the 2008 financial crisisHow imposter syndrome silently kills founder credibility in investor meetings — and how to eliminate itWhy syndicate VCs have to sell themselves to founders, not just the other way aroundThe consciousness framework: how self-awareness separates entrepreneurs who scale from those who stall🤝 Connect with Leon Eisen, PhD: 🌐 https://leoneisen.com 💼 https://www.linkedin.com/in/leon-eisen/ ▶️ Venture Grove with Leon Eisen (YouTube)📩 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/Disclaimer: 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 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/

Trust is becoming the most valuable asset in private markets.In this episode of The Investor Relations Podcast, Joshua Wilson interviews Pat Zingarella on building a platform that enables verified investor reviews of general partners.Pat explains how his platform allows LPs to submit verified feedback based on real investment experience, creating a new layer of transparency in capital markets.  Inside this episode:• The concept of a “Yelp for private real estate”• How LP verification works and why it matters• The role of reviews in investor decision-making• Why IR teams must focus on trust and conversion• How GPs can use feedback to improve and grow• The long-term vision for transparency across private marketsThis episode is essential for anyone involved in investor relations, private equity, or raising capital in today’s environment.Disclaimer: 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/

From research analyst to SPAC sponsor.In this episode of The Investor Relations Podcast, Joshua Wilson sits down with Peter Wright to break down the investor relations strategy behind SPACs, capital raising, and building long-term alpha.Peter has participated in single-digit billions of dollars of transactions across the sell side, buy side, IR advisory, and banking worlds  . Today, he runs Intro-Act, operates a broker-dealer platform, publishes the SPAC Monthly Monitor, and sponsors his own SPAC.Inside this conversation:• The difference between raising capital as a private company vs. public company• Why most SPACs struggle post-merger• The real supply-demand issue behind redemptions• How to institutionalize investor communications before the de-SPAC• Why IR strategy must begin before the S-4 is filed• How to identify real alpha in market trends• The importance of matching investor type to shareholder profilePeter also walks through the full SPAC lifecycle:Sponsor capitalTrust capitalRisk capitalPIPE financingS-4 processDESPAC communication strategyIf you work in investor relations, SPAC advisory, private equity, or capital markets strategy, this episode is a masterclass in capital formation discipline.Disclaimer: 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/

In this episode, Joshua Wilson sits down with Mike Kron to unpack the mindset shift from allocator to capital raiser.Mike spent 32 years inside a large family office, scaling multifamily across Texas, Arizona, and California. Now he’s on the other side of the table, raising capital for his own private equity fund focused on high-credit, single-tenant net lease retail.Inside this conversation:• Why he waited out the interest rate cycle before launching• How to structure fees so investors win first• Why simple fee models build long-term trust• The discipline behind returning 100% of capital before sponsor carry• Why high-credit tenants matter in uncertain markets• How to think about lifecycle timing in real estate• The biggest mindset shift when you move from investing to raisingThis is a masterclass in capital discipline, patience, and building investor confidence the right way.If you operate in family offices, private equity, or middle market real estate, this episode delivers practical investor relations insight from someone who has sat on both sides of the table.Disclaimer: 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 do you say when a deal fails — and how do you say it to your investors?In this episode of The Investor Relations Podcast, Dr. Thomas J Powell shares how he approaches the hardest conversations in capital management: when things don’t go as planned. With over $3.2 billion raised across 500+ founder deals, Tom talks candidly about transparency, accountability, and why most investors respect honesty more than rosy projections. Learn why the best investor relationships are built on trust that goes beyond returns — and how the right approach to failure can actually build long-term alignment.🎧 If you're navigating investor communication in uncertain times, this episode offers wisdom forged through real-world experience.Connect with our Guest: Dr. Thomas J Powell is the Founder of The Founder’s Office™, an elite advisory firm for founder-led businesses. Learn more at: www.founders-office.com Listen to his show, The Powell Perspective Podcast: www.youtube.com/@ThePowellPerspectivePodcast🔗 Explore more episodes or connect with us below: Podcast Website: www.theinvestorrelationspodcast.com YouTube Channel: www.youtube.com/@TheInvestorRelationsPodcast LinkedIn Page: www.linkedin.com/company/theinvestorrelationspodcast Host Joshua B. Wilson: www.linkedin.com/in/joshuabrucewilson Contact: www.theinvestorrelationspodcast.com/contact/#InvestorRelations #CapitalLoss #FounderAdvice #InvestorCommunication #FamilyOffice #PrivateEquityDisclaimer: 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 does it take to raise over $3.2 billion across more than 500 deals? In this candid conversation, Dr. Thomas J Powell shares insights from his 35-year career in capital strategy, highlighting the importance of relationships, referrals, and long-term trust over splashy campaigns or promises of returns.Dr. Powell explains how his capital deployments have always been rooted in discretion, diligence, and personal connection—working one investor and one founder at a time. He outlines the frameworks his firm uses to evaluate deals, manage expectations, and maintain a founder-centric philosophy even when navigating risk and volatility.🔗 Connect with our Guest: Dr. Thomas J Powell – Founder, The Founder’s Office™ Website: https://www.founders-office.com/ Podcast: https://www.youtube.com/@ThePowellPerspectivePodcast🎧 Explore more episodes or connect with us below:🔗 The Investor Relations Podcast Website: https://www.theinvestorrelationspodcast.com/ LinkedIn: https://www.linkedin.com/company/theinvestorrelationspodcast/ YouTube: https://www.youtube.com/@TheInvestorRelationsPodcast🎙️ Hosted by Joshua Bruce Wilson Website: https://www.joshuabrucewilson.com/ LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ Contact: https://www.theinvestorrelationspodcast.com/contact/#InvestorRelations #FamilyOffice #CapitalRaising #FounderDeals #PrivateEquity #InvestorNetworkDisclaimer: 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/

When it comes to founder-investor communication, transparency isn’t just important—it’s essential. In this episode, Dr. Thomas J Powell discusses the disconnect that often arises between optimistic founders and seasoned investors who value honest, timely updates—even when things aren’t going well.Josh and Tom explore why overconfident projections, withheld information, and poor communication can quickly erode trust, and how being transparent from the earliest stages of investor “dating” builds stronger, longer-lasting relationships. If you’re raising capital from family offices or long-term investors, this conversation is a must-listen.🔗 Connect with our Guest Dr. Thomas J Powell, Founder of The Founder’s Office™ Website: https://www.founders-office.com/ Podcast: https://www.youtube.com/@ThePowellPerspectivePodcast🎧 Hosted by Joshua Bruce Wilson Website: https://www.theinvestorrelationspodcast.com LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/📩 For guest inquiries, strategic partnerships, or media requests: https://www.theinvestorrelationspodcast.com/contact/ #InvestorRelations #FamilyOffice #CapitalRaising #InvestorCommunication #FoundersOffice #PrivateEquity Disclaimer: 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/

In this episode of The Investor Relations Podcast, Dr. Thomas J Powell, founder of The Founder’s Office™, shares a candid perspective on communication breakdowns between founders and investors—and how to fix them. Drawing on decades of experience managing over $3.2 billion in capital, Tom explains why overly optimistic projections can backfire, and how transparency—even when things get tough—actually builds stronger, long-term investor relationships.Too often, founders hide challenges out of fear of losing credibility. But as Tom explains, the truth is just the opposite: seasoned investors prefer honesty and will often step in to offer support, strategy, or connections—if they’re kept in the loop.🔗 Connect with our Guest Dr. Thomas J Powell – Founder, The Founder’s Office™ Website: https://www.founders-office.com/ Podcast: https://www.youtube.com/@ThePowellPerspectivePodcast🎙️ Explore more episodes or connect with us below: Website: https://www.theinvestorrelationspodcast.com/ YouTube: https://www.youtube.com/@TheInvestorRelationsPodcast LinkedIn: https://www.linkedin.com/company/theinvestorrelationspodcast/ 📩 Contact: https://www.theinvestorrelationspodcast.com/contact/Disclaimer: 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 started as a simple podcast experiment has evolved into a global institutional partnership.In this episode, Chris Williams and Joshua Wilson share the behind-the-scenes story of how the show led to a strategic collaboration with Institutional Investor and their premier international event, Alpha Edge.They discuss:• How the Investor Relations Podcast began as a way to open doors• The challenge of breaking into institutional IR without pedigree• The power of giving leaders space to tell their story• Why podcasting builds trust faster than cold outreach• How Alpha Edge connects billion-dollar allocators and fund managers• The vision for building a true investor relations media network• Why relationships still outperform automation in capital marketsThis episode is a blueprint for founders, fund managers, and deal makers who want to build long-term influence through conversation.If you are raising capital, allocating capital, or building a network in private markets, this conversation matters.Listen and subscribe:https://www.theinvestorrelationspodcast.com/Disclaimer: 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/

In this powerful Part 2 of The Deal Podcast with Sean Phalon, we go deeper beyond capital, real estate, and transactions into the why behind the work.Sean opens up about:Growing up as an adoptee and finding his identityBuilding $85M+ in real estate pipeline and managing over 200 unitsLessons from selling a mortgage company to a bankHow personal transformation shifted his business philosophyHe also shares what it means to build from the inside out anchoring your business around your values, your time, and your faith, instead of chasing external validation.This episode touches on everything: vision, leadership, family, faith, and the calling to serve through business.What You’ll Learn:Why building your life around your values changes how you leadThe difference between being a “go-getter” vs. a “go-giver”How to structure businesses that protect your time and legacyWhy over-communication is critical in remote leadershipThe value of using your network with intentionality, not volumeHow Reach Labs is empowering real estate tech entrepreneursGuest:Sean Phalon – Mortgage Executive | Founder | RE Investor 200+ Units | Distressed RE ExpertConnect with Sean: https://www.linkedin.com/in/sphalon/Host Joshua Wilson: https://www.linkedin.com/in/joshuabrucewilson/Presented by: FA MergersVisit: https://www.thedealpodcast.comLike this episode? Subscribe and leave a review.Want to be featured? Submit your deal at https://www.thedealpodcast.comDisclaimer: 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/

Investor relations is not a department.It is a strategy.In this episode of The Investor Relations Podcast, Joshua Wilson and Chris Williams break down the vision behind building a true investor relations ecosystem.They discuss:What investor relations actually meansWhy communication must be strategic, compliant, and consistentHow podcasts accelerate trust and deal flowWhy private equity and family offices need a content strategyThe coming “silver tsunami” of business exitsHow SPAC, DESPAC, and middle-market deal conversations connectThis episode pulls back the curtain on where the network is going and why ecosystem thinking is becoming essential in capital markets.If you are raising capital, allocating capital, preparing for exit, or building a fund platform, this conversation is for you.Subscribe and listen:https://www.theinvestorrelationspodcast.com/Disclaimer: 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/

SPACs are often misunderstood.In this episode of The Investor Relations Podcast, host Joshua Wilson speaks with Louis Camhi, Founder of RLH Capital, about how professional investors deploy capital across the full SPAC lifecycle.Louis walks through:What a SPAC actually isHow redemption mechanics protect downsideWhen risk capital makes senseHow institutional PIPE backing impacts confidenceWhy extension votes create additional optionalityWhat makes a “good” versus “bad” SPAC dealThe current state of IPO and M&A marketsHe also shares candid insights on fundraising, niche strategy positioning, and what it takes to build conviction in a misunderstood asset class.This episode is a practical breakdown of how to approach SPAC investing with discipline, structure, and a risk-first mindset.Disclaimer: 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/

The FAVOR Factor: A Biblical Framework for Modern FundsIn this episode of the Investor Relations Podcast, Joshua Wilson breaks down a revolutionary biblical principle discovered within the story of Nehemiah—the first "public-private government grant" strategy. By decoding the word FAVOR, Joshua reveals a mnemonic framework that maps directly onto the business model of private equity, venture capital, and hedge funds. Whether you are a GP or an LP, this "FAVOR" model allows you to audit your fund's lifecycle and identify exactly where you need to optimize for success.The FAVOR Framework for FundsJoshua explores how each letter in FAVOR represents a critical stage in the capital raising and management process:F – Fundraise: The initial GPLP strategy where capital is raised from investors.A – Acquire the Deal: The strategic acquisition of assets, whether in real estate, private businesses, or capital markets.V – Value Proposition: Implementing a "value-add" strategy to increase the worth of the acquired assets.O – Operate & Optimize: The operational phase where you grow equity and maximize the value of the portfolio.R – Return & Redo: Providing the expected returns to investors and repeating the cycle for the next fund.Join the ConversationDo you think this biblical model applies to your specific fund? We want to collaborate with you!CTA: Reach out to Joshua Wilson on LinkedIn or send a message through the Investor Relations Podcast ecosystem to share your thoughts on the FAVOR model or to collaborate on our upcoming deep dive into investor capacity.https://www.linkedin.com/in/joshuabrucewilson/Disclaimer: 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/

When capital enters the room, founders often fear losing control. But what does it really mean to advocate for a founder without rubber-stamping every decision?In this episode of The Investor Relations Podcast, Dr. Thomas J Powell explains how true founder-centric capital strategy works. He shares why being an advocate doesn’t mean saying yes—it means creating the systems, guardrails, and honest feedback loops that protect both the founder’s vision and the investors’ confidence. From boardroom dynamics to long-term leadership development, Tom outlines how family offices and investors can build alignment with founders through structure, integrity, and strategy.🔗 Connect with our Guest 🌐 Website: https://www.founders-office.com/ 🎧 Podcast: https://www.youtube.com/@ThePowellPerspectivePodcast🎙️ Explore more episodes or connect with us below: 🌐 Show Website: https://www.theinvestorrelationspodcast.com/ 📺 YouTube Channel: https://www.youtube.com/@theinvestorrelationspodcast 💼 LinkedIn: https://www.linkedin.com/company/theinvestorrelationspodcast 📩 Contact Us: https://www.theinvestorrelationspodcast.com/contact/ 🎙️ Hosted by Joshua Bruce Wilson – https://www.linkedin.com/in/joshuabrucewilson/#InvestorRelations #FamilyOffice #FounderAdvocacy #CapitalStrategy #BoardGovernance #PrivateEquity #IRStrategyDisclaimer: 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/

In this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, breaks down how investor relations strategies must adapt across the different stages of a biotech company’s growth. Drawing on his experience in capital markets and life sciences, Michael explains how IR leaders and executives can communicate more effectively with investors depending on whether their company is early-stage, mid-stage, or preparing for commercialization.The conversation highlights why investors often place their confidence in the team during early-stage development, how mid-stage companies should emphasize asset value and visibility through investor conferences, and what late-stage biotechs must do to showcase the real-world impact of their products. For biotech executives, IR professionals, and capital markets stakeholders, this episode offers a practical roadmap for aligning investor communications with company maturity.#InvestorRelations #Biotech #LifeSciences #CapitalMarkets #BiotechInvesting #ShareholderEngagementConnect with the GuestCompany: https://www.poccap.comLinkedIn: https://www.linkedin.com/in/mikeloftusclinicaltrials/Podcast profile: View all of their episodes hereConnect with the HostJoshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/The Investor Relations Podcast YouTube channel: https://www.youtube.com/@TheInvestorRelationsPodcastContact Linkhttps://www.theinvestorrelationspodcast.com/contact/Disclaimer: 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/

In this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, shares how biotech companies should approach investor relations conversations around major clinical milestones. He explains why early and proactive engagement is critical, what types of conversations to prioritize before and after approval, and how the current market environment has shifted expectations compared to previous years.The discussion highlights the importance of realistic revenue communication, the risks of overselling financial expectations, and the need for transparency to build trust. Michael emphasizes why biotechs should be talking with investors well before the final approval decision to avoid falling behind and to establish long-term credibility.#InvestorRelations #Biotech #LifeSciences #CapitalMarkets #ClinicalTrials #BiotechInvestingConnect with the GuestCompany: https://www.poccap.comLinkedIn: https://www.linkedin.com/in/mikeloftusclinicaltrials/Podcast profile: View all of their episodes hereConnect with the HostJoshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/The Investor Relations Podcast YouTube channel: https://www.youtube.com/@TheInvestorRelationsPodcastContact Linkhttps://www.theinvestorrelationspodcast.com/contact/Disclaimer: 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/

In this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, shares his perspective on what makes investor relations effective in the fast-moving world of life sciences. Drawing from his experience at the intersection of biotech investing, clinical trials, and family office strategy, Michael explains how companies can strengthen relationships with investors and avoid common pitfalls.The conversation explores why biotech companies must prioritize consistent communication, transparency, and brand awareness to stand out in a crowded field. Michael also highlights the importance of tailoring outreach to specialized investors instead of taking a broad “spray and pray” approach. For executives, IR officers, and capital markets professionals, this discussion provides actionable insights into building credibility, trust, and long-term partnerships within biotech and life sciences.Connect with the GuestCompany: https://www.poccap.comLinkedIn: https://www.linkedin.com/in/mikeloftusclinicaltrials/Podcast profile: View all of their episodes hereConnect with the HostJoshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/The Investor Relations Podcast YouTube channel: https://www.youtube.com/@TheInvestorRelationsPodcast#InvestorRelations #Biotech #LifeSciences #CapitalMarkets #FamilyOffice #ShareholderEngagementDisclaimer: 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’s the secret to building long-term capital partnerships with family offices? In this episode of The Investor Relations Podcast, host Joshua Wilson is joined by Dr. Thomas J Powell, Founder of The Founder’s Office™, to explore the mindset and practices that foster lifelong investor trust.Dr. Powell explains why the first investment is just the beginning of the relationship—and how transparent communication during both growth and turbulence separates short-term managers from lasting leaders. Drawing from over 30 years of experience managing capital strategies and investor relationships, Tom shares insights on how to handle challenges, raise follow-on capital, and navigate economic downturns without losing credibility.🔗 Guest CTA – Connect with Dr. Thomas J Powell Learn more about his work at The Founder’s Office™: https://www.founders-office.com/ Watch The Powell Perspective Podcast: https://www.youtube.com/@ThePowellPerspectivePodcast🔗 Explore more episodes or connect with us below 🎙 The Investor Relations Podcast Website: https://www.theinvestorrelationspodcast.com 📺 YouTube Channel: https://www.youtube.com/@TheInvestorRelationsPodcast 🔗 LinkedIn Page: https://www.linkedin.com/company/theinvestorrelationspodcast 📩 For guest inquiries, strategic partnerships, or media requests: https://www.theinvestorrelationspodcast.com/contact/👤 Hosted by Joshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ Website: https://www.joshuabrucewilson.com#InvestorRelations #FamilyOffice #CapitalRaising #InvestorCommunication #FoundersOffice #PrivateEquity #IRStrategyDisclaimer: 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/

In this episode of The Investor Relations Podcast, host Joshua Bruce Wilson asks Brian Adams what kind of licenses — if any — a Chief Investment Officer needs to operate within a family office.Brian explains that many family offices operate under the family office exemption, meaning they are not required to register as an RIA or broker-dealer. As a result, CIOs in these settings often do not carry securities licenses. Instead, families typically look for professionals with a tax or legal background — such as a CPA, JD, or LLM — especially when the role ties back to managing taxable wealth at the individual or family level.For senior-level roles, Brian emphasizes the growing importance of relationship capital. Families increasingly value CIOs with deep networks and access to exclusive private co-investment opportunities, sometimes even more than traditional licensure or credentials.—🎧 Full guest profile: https://www.theinvestorrelationspodcast.com/guests/brian-adams/ 📺 More episodes: https://www.youtube.com/@theinvestorrelationspodcast 🌐 Show website: https://www.theinvestorrelationspodcast.com/ 🔗 Host LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/#FamilyOffices #InvestorRelations #CIOInsights #CapitalDeployment #PrivateEquity Disclaimer: 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/

When is the right time to walk away from a deal? In this episode, Dr. Thomas J Powell shares a sharp framework for founders navigating exit decisions—one rooted in his decades of capital structuring experience and lessons from hard-earned wins (and losses).Tom explains why turning down an offer often means you’ve just “bought your asset at that price,” and how understanding opportunity cost, redeployment potential, and investor expectations can shape a smart exit. Whether you're managing real estate, private equity, or founder-led growth, this short segment offers a mindset shift worth remembering.Connect with our Guest Dr. Thomas J Powell, Founder of The Founder’s Office™ 🌐 Website: https://www.founders-office.com/ 🎙 Podcast: https://www.youtube.com/@ThePowellPerspectivePodcastExplore more episodes of The Investor Relations Podcast 🎧 All Episodes: https://www.theinvestorrelationspodcast.com/episodes 🔗 LinkedIn: https://www.linkedin.com/company/theinvestorrelationspodcast 📺 YouTube: https://www.youtube.com/@TheInvestorRelationsPodcast 🌐 Website: https://www.theinvestorrelationspodcast.com/#InvestorRelations #CapitalStrategy #FounderAdvice #PrivateEquityInsights #ExitPlanning #DealTiming #StartupFoundersDisclaimer: 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/

In this episode of The Investor Relations Podcast, Dr. Thomas J Powell offers candid insights into how founders and fund managers can build lasting relationships with family offices by aligning expectations from the start. Drawing from decades of experience in private equity and capital structuring, Dr. Powell shares why the first deal should never be treated as the only deal—and how short-sighted thinking around capital flexibility can undermine long-term success.Josh and Tom explore what it takes to maintain trust with strategic investors through multi-exit planning, thoughtful lock-up periods, and strong communication—even when the market gets turbulent. Whether you’re managing a capital stack or courting your next investor group, this conversation offers frameworks to help you think beyond the initial close.—Connect with our Guest Dr. Thomas J Powell, Founder of The Founder’s Office™ Website: https://www.founders-office.com/ Podcast: https://www.youtube.com/@ThePowellPerspectivePodcast—Explore more episodes or connect with us: Website: https://www.theinvestorrelationspodcast.com/ LinkedIn: https://www.linkedin.com/company/theinvestorrelationspodcast/ Contact: https://www.theinvestorrelationspodcast.com/contact/Hosted by Joshua Bruce Wilson Website: https://www.joshuabrucewilson.com/ LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/#InvestorRelations #FamilyOffice #CapitalRaising #InvestorCommunication #FoundersOffice #PrivateEquity Disclaimer: 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/

In this episode of The Investor Relations Podcast, Joshua Bruce Wilson sits down with Dr. Thomas J. Powell, founder of The Founder’s Office™, to explore what it really takes to manage investor relationships across decades, deals, and global markets. With over $3.2 billion in capital structured throughout his career, Dr. Powell shares his perspective on the evolving role of investor relations—not just as a transaction function, but as an essential discipline in strategic leadership.Tom walks us through how his team bridges the worlds of founders and investors, acting not just as a capital source but as long-term advisors navigating regulation, legacy planning, and organizational resilience. From pioneering private equity before it had a name to building bespoke strategies for founder-led companies, Dr. Powell brings a rare clarity to the IR conversation—rooted in experience, not theory.This conversation is essential for family offices, institutional investors, IR professionals, and founders seeking deeper alignment between capital, leadership, and legacy.#InvestorRelations #FamilyOffices #CapitalStrategy #PrivateEquity #FoundersOffice #FinancialLeadership #IRStrategyDisclaimer: 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/

Unlocking Success in Biotech: Turnaround Strategies with Allan Shaw 🔍In the ever-evolving world of biotech and life sciences, sometimes doing less can mean achieving more. In my recent conversation with Allan Shaw, renowned as the "biotech turnaround guy," we delved into the art of focus and specialization. Allan shares how understanding and honing in on what you do best can lead to a remarkable turnaround for struggling companies.💡 "You can't focus on everything. Sometimes it's about recognizing what you're truly good at and doubling down on that strength."Join the discussion and discover transformative strategies that could redefine your approach in the biotech sector. Listen to the full episode and revitalize your perspective today!Biotech #TurnaroundStrategy #LifeSciences #Leadership #FocusAndSpecialize #PodcastNetworkingDisclaimer: 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/

Building Relationships in Investor Relations: Key Advice for Aspiring ProfessionalsThis episode explores essential advice for those looking to enter the world of Investor Relations (IR) and work with publicly traded companies. Highlighting the dynamic and exciting nature of the role, the speaker emphasizes the importance of building relationships with investors and industry peers. The key takeaway is the value of connecting with experienced IR professionals and seeking mentorship, as these relationships can offer guidance and support throughout one's career. The speaker also encourages reaching out for calls or coffees to foster these connections, as opportunities can arise from these interactions.Disclaimer: 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/

In this episode of The Investor Relations Podcast, Josh Wilson and Brian Adams explore what it takes to become a future Chief Investment Officer (CIO) in the world of family offices. Whether you're aiming for a single-family office, multi-family office, or institutional hybrid structure, the path to CIO is both competitive and nuanced.Brian explains that while institutional experience—such as investment banking or hedge fund training—can be foundational, it’s broad, cross-asset knowledge and relationship credibility that matter most. Family offices increasingly seek generalists with exposure to multiple investment structures, market cycles, and asset classes. For professionals who want to thrive in this space, the ability to move across strategies, build trust, and participate in peer-to-peer deal flow is critical.👉 Learn more or connect with our team at TheInvestorRelationsPodcast.com#FamilyOffices #CIOCareer #CapitalMarkets #InvestorRelations #AlternativeInvestments #WealthManagement #InvestmentStrategyDisclaimer: 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/

Understanding the Importance of Quarterly Earnings CallsIn this insightful episode, we delve into the significance of earnings calls for businesses, particularly focusing on quarterly earnings calls for U.S. companies. We discuss the pivotal role these calls play in not only reporting past performance but also in addressing current challenges and future projections. With the ever-changing economic and geopolitical landscape, it's crucial for companies to communicate their strategies and expectations. Join us for a detailed discussion on how earnings calls serve as a vital platform for businesses to maintain transparency and navigate through dynamic market conditions.Disclaimer: 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/

Navigating the IPO & M&A Landscape: Why Tracking Matters 🌟Why is it crucial to keep a close eye on early-stage companies as they journey towards IPO or M&A activities? Insights shared by industry Nick Gershenhorn reveal how staying informed about these strategic milestones can arm you with valuable information to benchmark against competitors.Discover the importance of being prepared before investor queries escalate and learn how critical events like S-1 filings unveil key financial and business insights.Join us in exploring why tracking these movements isn’t just beneficial, but essential for Investor Relations teams. Stay ahead and make informed decisions!🚀 #IPO #M&A #InvestorRelations #BusinessStrategy #EarlyStageCompaniesDisclaimer: 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/

Mastering Investor Qualification: Tips for FoundersIn this episode, we dive deep into the essential criteria for pre-qualifying investors. The discussion highlights four key aspects: geography, check size, investment stage, and industry verticals. By understanding these elements, founders can better identify suitable investors and improve their chances of successful funding. Tune in to gain valuable insights on using platforms like OpenVC to enhance your investor knowledge.Disclaimer: 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/

Exciting insights on the essential expectations for board members at biopharmaceutical companies preparing for an IPO. 🎯 Join us as Josh Wilson and Allan Shaw discuss the importance of having independent board members with financial expertise, clinical experience, and commercial acumen. Discover how these key roles help drive milestones and monetize assets effectively. #Biopharma #IPO #BoardLeadership #Insights"Disclaimer: 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/

Discover why RIAs are becoming the go-to choice for fund managers seeking flexible capital! From understanding the entrepreneurial mindset to navigating substantial liquidity events, RIAs, private wealth managers, and family offices offer unique advantages in the investment landscape.Join Brian McKelvey as he delves into the benefits of targeting the RIA sector, exploring how this focus can enhance capital raising strategies and forge strong connections with like-minded professionals. Don't miss this insightful discussion on leveraging RIAs for dynamic capital solutions! #InvestmentInsights #RIAs #CapitalRaisingDisclaimer: 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/

In this episode of The Investor Relations Podcast, Josh Wilson speaks with Brian Adams about the evolving investment strategy of single family offices—particularly the shifting role of the Chief Investment Officer (CIO). Brian outlines a growing trend: moving away from traditional active management and toward more direct, collaborative investment approaches.Family offices are increasingly building in-house investment capabilities focused on co-syndication, direct deal flow, and partnering with other families or sponsors. This pivot is often driven by a desire for greater transparency, reduced fees, and improved post-tax outcomes. The conversation offers a clear look at how families are reshaping their approach to capital deployment in today’s market.👉 Learn more or connect with us at TheInvestorRelationsPodcast.com#FamilyOffice#InvestorRelations#ActiveManagement#DirectInvesting#CapitalAllocation#CIOInsights#CoInvestmentDisclaimer: 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/

Ever wondered what sets a great Fortune 500 CEO apart? 🌟In a recent conversation with Jim Keyes, we delve into the essence of leadership at the top levels of major organizations. Jim's powerful advice? Forget the countless books on management—you must embrace learning continuously. As he puts it, "The only certainty in life is change, and change equals opportunity."Join us in exploring how top CEOs turn change into opportunity and thrive amidst uncertainty. Don't miss this insightful discussion!Leadership #CEO #ChangeManagement #Fortune500 #ContinuousLearningDisclaimer: 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/

Understanding Investor Needs: The Importance of Thoughtful EngagementIn this episode, the discussion revolves around the crucial approach of understanding and addressing the specific needs and mandates of institutional investors. Rip shares insights on the importance of putting oneself in the investor's shoes, gathering detailed information about their background, team, company, mission, and portfolio. This thoughtful engagement strategy, including going to meetings with a blank pad and pen, aims to build strong, valuable relationships by demonstrating a genuine interest in the investor's objectives. Rip also reflects on how this practice has evolved with experience and market learning.Disclaimer: 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/

Understanding 13F Filings: Their Impact on Small and Large CompaniesNavigating the financial landscape can be daunting given the abundance of terminology and regulatory filings one must understand. One such critical form to grasp is the 13F filing. This article delves into what a 13F is and explores its relevance to both small and large public companies.What is a 13F Filing?In the realm of investor relations, a 13F filing is a report mandated by the Securities and Exchange Commission (SEC) for institutional investment managers managing over $100 million in assets. It details their holdings in publicly traded equities at the end of each quarter and must be filed within 45 days after the quarter ends. While this provides a glimpse into the investment landscape, it also has its limitations, as positions reported can quickly change due to market dynamics.Impact on Smaller CompaniesFor smaller companies, generally defined as having a market capitalization of around $50 million, the implications of 13F filings are somewhat limited. Their relevance diminishes as these companies are less likely to attract substantial investments from the large-scale institutional investors that report through 13F filings. Moreover, many of these filings can include index funds and passively managed assets, which provide little opportunity for smaller companies to engage or influence. Hence, while 13F filings can indicate some ownership dynamics, they offer limited tactical value for small caps looking to identify or target potential investors.Strategic Value for Larger CompaniesIn contrast, larger companies can leverage 13F filings more effectively. For them, these filings are valuable tools for targeting institutional investors. They can analyze who owns stocks that have similar financial metrics, such as price-earnings ratios and growth rates. Such insights can guide their efforts in gaining investor interest and expanding their shareholder base. For example, if there is a pattern of a fund investing in companies with certain financial characteristics that match your own, but they do not hold your stock, you can target them as potential investors.Disclaimer: 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/

Evaluating Investment Suitability for Institutional InvestorsThis episode explores what makes an investment attractive to institutional investors. The primary focus is on the importance of aligning investments with the specific objectives and needs of different types of investors, including family offices, corporate pension plans, state college endowments, and insurance companies. Key considerations for determining an investment's attractiveness are discussed, emphasizing the suitability of the investment for the portfolio's goals.Disclaimer: 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/

Maximizing IR Teams' Efficiency with Listing Track's Market Monitoring ToolsExplore how IR teams can enhance their market monitoring using tools from Listing Track. These solutions help IR professionals stay informed about industry events such as new IPOs, mergers, and sector-specific moves, all in one simplified platform, allowing them to better serve their clients and stay ahead of the competition.Disclaimer: 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/

Balancing Family Life and Professional Travel: Insights from an IR ProfessionalIn this episode, Ben discusses the challenges and strategies of balancing a demanding travel schedule with family life as an Investor Relations (IR) professional. He shares a valuable analogy comparing balance to riding a bike, emphasizing the importance of continuous movement to prevent imbalance. Ben provides practical advice on maximizing productivity while traveling and being fully present with his family when at home. He admits to the difficulties and temptations of work-life integration but stresses the importance of making the most of his time both professionally and personally.Disclaimer: 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/

In this episode of The Investor Relations Podcast, we sit down with Brian Adams, a partner at a boutique executive search firm serving single-family offices nationwide. Brian shares how his team helps family offices identify and hire top C-suite talent, including CEOs, CIOs, CFOs, and general counsel. His work spans across some of the most complex and discreet investment organizations in the country.Brian also discusses the growing interest from fund managers, sponsors, and capital raisers in engaging family offices as a source of investment capital. As family offices continue to gain attention in the private markets ecosystem, understanding their leadership needs and investment approach is becoming essential for professionals working in investor relations and capital formation.Disclaimer: 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/

Strategic Networking: Beyond LinkedIn for Senior ProfessionalsIn this episode, we discuss effective networking strategies for securing high-level roles in investor relations. Emphasizing the limitations of solely using LinkedIn, we recommend leveraging professional organizations, personal outreach, and strategic follow-ups with key individuals within target companies. The video provides practical tips on how to engage with finance teams and hiring managers, fostering meaningful connections that can aid in successful job transitions.Disclaimer: 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/

Connecting Tech Founders with Early Stage Investors: An Overview of OpenVCExplore how OpenVC helps tech founders—whether in SaaS or biotech—connect with early stage investors. Learn about this online platform designed to streamline the process of finding active investors ready to fund initial or seed rounds.00:00 Introduction to OpenVC00:09 What is OpenVC?00:11 Purpose and Audience of OpenVC00:16 How OpenVC Works00:26 Finding Investors on OpenVCDisclaimer: 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/

Maximizing the Impact of Your Board of DirectorsDiscover the best practices for forming and leveraging a board of directors in a publicly traded company. Learn why having activist investors with a deep understanding of the business can be beneficial, and understand the importance of including members with industry experience, customer pipeline expansion abilities, and financial expertise. Gain insights on how the right board members can help manage and grow your company responsibly.Disclaimer: 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/

Key Characteristics of Successful Fundraisers and IR AssociatesIn the ever-changing market landscape, being an effective fundraiser or IR associate boils down to a few key traits. 🌟According to insights shared by industry expert Brian McKelvey, here are the top three characteristics that can set you apart:Persistence: Navigate market fluctuations with resilience.Clear Communication: Articulate investment ideas effectively.Consistency: Build trust through reliable follow-ups.Explore more about how these traits can be honed over time in our recent conversation featuring Josh Wilson and Brian McKelvey.Join the discussion and share your thoughts! 💬 #Fundraising #InvestorRelations #CareerDevelopmentDisclaimer: 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/

The Critical Role of Event Driven Data in Investor RelationsIn this insightful discussion with Nick, we dive into the importance of event driven data in the world of investor relations. From IPOs and M&As to bankruptcies and activist engagements, these events significantly shape investor sentiment and market positioning. Learn how monitoring these signals helps IR teams tailor their messaging, proactively address investor concerns, and frame corporate strategy. Discover the impact of AI and biotech IPOs and how IR professionals can steer the narrative effectively.Disclaimer: 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/

Navigating Job Turnover and Presenting a Strong ResumeThis episode addresses the importance of understanding and evaluating recent job turnover. It highlights the need for hiring managers to consider candidates' long-term tenure at past positions and advises candidates on how to explain frequent job changes. The video also underscores the significance of maintaining legitimate and verifiable work experiences when not in a corporate role.Disclaimer: 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/

Finding and Sustaining Motivation as a FounderThis episode delves into the challenges of maintaining motivation as a startup founder. The discussion emphasizes the importance of choosing a project that aligns with personal beliefs and industry experience. It explores strategies for sustaining motivation through attainable milestones and ensuring financial sustainability. Paul Graham’s concept of being “default alive” comes up — a reminder that founders shouldn’t launch a venture that only survives if investors show up.Disclaimer: 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/

Understanding Buy Side vs. Sell SideThis episode explains the distinction between the buy side and sell side in the financial industry. It covers the roles of investment banks, brokerage firms, and analysts on the sell side, whose goal is to sell stocks. On the buy side, it includes institutional investors like Fidelity, Wellington, and hedge funds whose objective is to manage and invest large sums of money.Disclaimer: 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/

Navigating Investor Relations: Key Learning ExperiencesIn this episode, we explore the crucial learning experiences of an Investor Relations (IR) professional working with mid to large-cap companies. The discussion delves into the importance of understanding financial statements, communicating effectively with different investors, and the necessity of providing accurate and truthful information. The guest shares insights on learning the 'language' of finance and acknowledges the support of internal finance teams in mastering the complexities of the role.Disclaimer: 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/