Shows
The Investor Relations PodcastWhat Key Characteristics Make an Effective Fundraiser or IR Associate?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 McK...2025-06-3001 min
The Investor Relations PodcastHow Can IR Professionals Effectively Track M&A ActivityElevate Your M&A Insights with Advanced Tools!In the fast-paced world of mergers and acquisitions, staying informed is crucial. IR professionals, wouldn't it be beneficial to have all the industry updates consolidated in one place? 🤔Our latest discussion with industry experts Josh Wilson and Nick Gershenhorn reveals how cutting-edge tools are revolutionizing the way IR professionals track M&A activity. From understanding market signals to recalibrating your messaging strategies, the right tools give you an edge over the competition. 🏆Discover how you can streamline your processes, gain comprehensive insights, and stay a...2025-05-2801 min
The Investor Relations PodcastThe Evolving Role of Investor Relations Across Market CapsNavigating the Evolution of Investor Relations Across Market CapsInvestor relations (IR) is an integral component of any public company. It serves as the bridge between the company and its investors, ensuring clear communication regarding financial health and business strategy. However, the role of IR professionals can vary significantly depending on the market cap of a company. In this post, we'll explore how these roles evolve as companies transition from small to large market caps.Understanding the Differences in IR NeedsWhen working with companies across different market caps — small, medium, an...2025-05-2601 min
The Investor Relations PodcastPreparing for Earnings Calls🚀 Preparing for Earnings Calls: Turning Data into Insightful Strategies! 📊Navigating the intricate landscape of earnings calls isn't just about numbers—it's about insights driven by event data. As highlighted by Josh Wilson and Nick Gershenhorn in our discussion, staying ahead means being informed about competitor IPOs, market trends, and restructuring activities that could impact your sector.Event-driven data not only equips Investor Relations teams with the critical information they need but also adds color and credibility to a company’s message. Are you ready to empower your next earnings call with the insights that matter most?2025-05-2001 min
The SPAC PodcastThis is The SPAC Podcast (Pre-Production)Welcome to The SPAC Podcast — where capital meets conversation.This show is your front-row seat to the world of Special Purpose Acquisition Companies, or SPACs.We explore the structures, stories, and strategies behind this powerful financial vehicle — from IPO to de-SPAC and beyond.We’re currently in pre-production for the official launch of the show — and already lining up guest appearances, event coverage, and updates from around the global SPAC ecosystem.Hosted by Michael Blankenship and Joshua Wilson, this podcast brings clarity and insight to the evol...2025-05-1701 min
The Investor Relations PodcastWhat is the FDA Drug Approval Process?Have you ever wondered what it takes to get a new drug to market? The FDA drug approval process is a critical pathway that ensures safety and efficacy before new treatments reach the public. In our latest discussion, Josh Wilson speaks with Allan Shaw about the intricate steps involved, from filing an IND application to conducting thorough Phase 1, 2, and 3 trials. Whether you're interested in the biotechnology field or just curious about the pharmaceutical industry's inner workings, this conversation sheds light on the dedication and precision required to bring new drugs to market. Don't mis...2025-05-1201 min
The Investor Relations PodcastHow Does a CEO Handle the Weight of Leadership?Leadership Insights from Jim Keyes 🔑In our latest discussion, Josh Wilson and I delved into the challenging aspects of being a CEO. Jim Keyes, former CEO of 7-Eleven and Blockbuster, shared his profound truth: "It's not personal."Jim emphasizes the importance of resilience and perspective in leadership. With thick skin and a focus on not taking criticisms personally, leaders can rise above challenges and lead with strength and integrity.Join us for valuable insights on maintaining leadership without the burden of blame. Be inspired by what truly defines effective leadership.Leadership #CEO...2025-05-0701 min
The Investor Relations PodcastGuidelines for Selecting an IR PartnerThe Key to Finding a Trusted IR Partner for Your Small Cap CompanyNavigating the investor relations (IR) landscape can be a daunting task for small to mid-cap companies. Selecting the right IR agency involves understanding your company's specific needs and ensuring the agency can meet these requirements both now and in future scenarios. Josh Wilson and Jordan Darrow provide valuable insights into selecting the ideal IR partner.Understanding Expectations for an IR AgencyWhen you're at the helm of a small to mid-cap company, it's crucial to set...2025-04-2901 min
The Investor Relations PodcastKey Lessons Learned When Raising Money from Family OfficesIn the world of fundraising, engaging with family offices requires a unique approach tailored to the distinct dynamics at play. In our latest discussion, experts Josh Wilson and Brian McKelvey delve into their valuable lessons learned from navigating this complex space.💡 Key Takeaways:Understand the individualized dynamics of each family office.Communicate effectively and cater to their specific interests and preferences.Embrace a targeted strategy to build meaningful investor relationships.🎙 Join us as we explore practical insights and proven strategies to effectively connect with family offices and drive successful fundraising efforts.Fundraising #FamilyOffices #Invest...2025-04-2601 min
The Investor Relations PodcastCMPO Essentials: Regulatory and Legal FrameworkUnderstanding Legal and Regulatory Requirements for Conducting a CMPOThis episode delves into the legal and regulatory requirements necessary for a company to execute a Confidentially Marketed Public Offering (CMPO). Key topics covered include self-registration, SEC filing, securities tax compliance, FINRA oversight, underwriting compensation, and confidentiality rules under Regulation Fair Disclosure (REG FD).The discussion emphasizes the importance of pre-planning and ensuring all regulatory aspects are thoroughly addressed to expedite the market entry process while maintaining confidentiality and compliance.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate...2025-04-0901 min
The Investor Relations PodcastWhat is a Shelf Registration?Understanding Shelf Registrations: Benefits and Flexibility for CompaniesThis episode explains what a shelf registration is and how it benefits companies conducting securities offerings. The script details how shelf registrations allow companies to register securities in advance and sell them over three years, providing flexibility and efficiency in raising capital. It highlights the cost savings, reduced legal and administrative expenses, and strategic timing advantages for issuers.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only an...2025-04-0801 min
The Investor Relations PodcastJob Searching During Uncertain TimesNavigating Job Searching During Uncertain Times: In times of economic uncertainty, job searching can seem like a daunting task. With turmoil in the capital markets and the reality of widespread layoffs, it’s understandable for job seekers to feel apprehensive. However, times of uncertainty also present unique opportunities, particularly for professionals in investor relations. In a recent conversation between Josh and Peter, the role of investor relations during economic upheaval was explored in detail, offering valuable insights for those navigating their careers amid instability.The Role of Investor Relations in Challenging TimesI...2025-04-0801 min
The Investor Relations PodcastEducating Investors About Government ContractingIn this podcast episode, the discussion focuses on how investor relations (IR) firms can support public companies involved in government contracts. Nicholas underscores the importance of marketing and communication strategies. IR firms are advised to utilize platforms like social media and podcasts to inform investors about the complexities and potential of government contracts. By providing timely updates on bidding and qualification processes, IR firms can build investor trust and highlight untapped opportunities. This approach not only educates investors but also may position the companies as attractive investment opportunities, emphasizing potential growth and profitability.Di...2025-04-0801 min
The Investor Relations PodcastWhat are the Main Types of Securities Offerings?Understanding Different Types of Security OfferingsIn this episode, we dive into the various types of security offerings available for companies looking to raise capital and go public. Starting with the initial public offering (IPO) and transitioning to follow-on public offerings, we cover registered direct offerings, confidentially marketed public offerings, private placements (PIPES), rights offerings for existing shareholders, and debt offerings such as bonds and notes. Learn about the distinctions between these financial instruments and how they serve different purposes in corporate finance.Disclaimer: Joshua Wilson is a registered investment banking representative and a...2025-04-0701 min
The Investor Relations PodcastIR vs. PR: Navigating the Differences and SynergiesUnderstanding the Synergy Between PR and IRIn this episode, the hosts address a frequently asked question: What is the difference between Public Relations (PR) and Investor Relations (IR)? They explain that while PR targets media professionals to generate media hits, and IR focuses on the investment community from retail to institutions, the strategies behind both are quite similar. The key difference lies in the audience. They emphasize the benefits of integrating PR and IR to maximize ROI and highlight that a coordinated approach, including social media strategies, is essential for the effective communication of a...2025-04-0702 min
The Investor Relations PodcastCompensation in Investor RelationsEvolution of Compensation Structures in Investor RelationsIn this episode, Peter addresses common questions concerning the evolving structure and setup of compensation in investor relations. He explains the typical components of compensation for publicly traded companies, which include a base salary, bonus, and equity. Peter highlights the creativity companies employ in equity vesting schedules and the yearly increases in base salary and bonuses in alignment with other finance leadership roles. He expresses his preference for equity to be part of the total rewards package as a means to build long-term wealth and invest in the i...2025-04-0402 min
The Investor Relations PodcastYou Down With OTC? (A Lyrical Guide To The OTC Market)Lyrics - **You Down with OTC?**  *Hook:*  You down with OTC? (Yeah, you know me!)  Who’s down with OTC? (Every IR team!)  You down with OTC? (Yeah, you know me!)  Investor Relations, bringin’ clarity!  *Verse 1:*  OTC’s the lane where the bold go pro,  Where up-and-comers try to get known.  Not Nasdaq TSX or the NYSE,  But these deals happenin’ OTC.  You got Pink, QB, QX tiers,  Depends on the filings and how t...2025-04-0401 min
The Investor Relations PodcastA Guide to Different Types of Institutional InvestorsUnderstanding the Varied Landscape of Institutional InvestorsRip Reeves, the CEO of Institutional Investor addresses a question from the audience about the different types of institutional investors, particularly focusing on the North American market, which represents a significant portion of global investment. Rip outlines several categories of institutional investors, including corporate and public retirement plans, endowments and foundations, insurance companies, the consultant universe, the OCIO segment, and family offices. These groups handle substantial amounts of institutional money, and the discussion also highlights the unique challenges and structures each type faces.Disclaimer: Joshua Wilson i...2025-04-0402 min
The Investor Relations PodcastThe Three Pillars of Investor RelationsUnderstanding the Key Responsibilities of an Investor Relations (IR) ProfessionalIn this episode, we delve into the primary responsibilities of an Investor Relations (IR) professional, breaking them down into three main components: advisory, shareholder communications, and targeting and marketing. The advisory role involves providing critical insights on business impacts and progress measurement. Shareholder communications cover tasks like developing websites, releases, conference call preparations, and Q&A sessions. Lastly, targeting and marketing focus on engaging the right investors and analysts, but only after solidifying the first two components. The episode highlights the importance of a...2025-04-0401 min
The Investor Relations PodcastUnderstanding Confidentially Marketed Public Offerings (CMPO)Understanding Confidentially Marketed Public Offerings (CMPO): Advantages and DisadvantagesIn this episode, we explore what a CMPO (confidentially marketed public offering) is, along with its pros and cons. A CMPO offers a blend of public and private securities offerings while maintaining discretion before public filing.Key advantages include confidentiality, reduced market speculation and price volatility, faster execution leveraging pre-existing shelf registration, and targeted marketing to sophisticated investors.On the downside, CMPOs can lead to shareholder dilution, often involve discounts below market price to attract buyers, and are typically restricted to accredited or institutional...2025-04-0301 min
The Investor Relations PodcastSPACs Explored: History and EvolutionUnderstanding SPACs: History and FunctionThis episode delves into the concept of SPACs (Special Purpose Acquisition Companies), also known as blank check companies. It traces the roots of SPACs back to the Dutch East India Company and explains their function of creating public entities to merge with private companies. The episode also highlights the formalization of SPACs in 2009 following the SEC's approval of the current regulatory framework.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and s...2025-04-0300 min
The Investor Relations PodcastThe Funding Stages & Common Founder MistakesUnderstanding the Stages and Challenges of Raising CapitalThis episode explores the different levels of raising capital, starting with friends and family or personal capital, followed by seed money, series A and B offerings, and culminating in exits like M&A, IPOs, SPACs, or direct listings. It also highlights common pitfalls in raising capital, such as overestimating valuations and the importance of aligning fundraising strategies with the business's current phase and value proposition.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast i...2025-04-0201 min
The Investor Relations PodcastWhat is the Difference Between an Asset Manager and Asset AllocatorUnderstanding the Key Differences Between Asset Managers and Asset AllocatorsIn this episode, we explore the fundamental differences between asset managers and asset allocators. We discuss the roles of each, with asset managers being the service providers and asset allocators being the ones seeking these services. Rip also touches on different terminologies commonly used in the industry, such as asset owners and limited partners (LPs), and clarifies the relationship between asset managers, often referred to as general partners (GPs), and asset allocators in building portfolio strategies.Disclaimer: Joshua Wilson is a registered investment b...2025-04-0200 min
The Investor Relations PodcastNavigating Small Cap Investor RelationsNavigating Investor Relations for Small Cap CompaniesIn this episode, Christine discusses their extensive experience working with micro-cap companies, often ranging from $20 to $50 million market cap. She expressed a passion for seeing small companies grow to the next level, and while they are not specialized in one particular sector, they have worked across diverse industries including biopharma, biotech, healthcare, technology, robotics, and mining. Christine highlights their enjoyment in helping these companies execute strategies that elevate them to larger market caps, such as $500 million or even $1 billion.Disclaimer: Joshua Wilson is a re...2025-04-0201 min
The Investor Relations PodcastInside Investor Relations: Skills for Career SuccessMastering Key Skills for a Successful Career in Investor RelationsIn this episode, Valter discusses the essential skills needed to thrive in the field of investor relations. He emphasizes the importance of being versatile, with capabilities in writing, counseling, pitching stories, and company analysis. Valter underscores the critical need to have a robust understanding of the market and its players to excel and advance in an investor relations career.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes o...2025-04-0201 min
The Investor Relations PodcastComparing CMPO, PIPE, and ATM StrategiesNavigating Capital Raising for Public Companies: CMPO, PIPE, and ATM Offerings ExplainedIn this episode, the complexities of capital raising for public companies are unraveled as various offerings, such as CMPO, PIPE, and ATM, are compared and contrasted.The discussion dives into the nuances and implications of each method, including confidential marketing processes, investor engagement, and market impact.Additionally, insights are shared on the day-to-day responsibilities of a corporate attorney, the SPAC process, and the various stages of raising capital for startups. The episode concludes with valuable advice on common pitfalls to avoid...2025-04-0102 min
The Investor Relations PodcastEmerging Trends in Institutional InvestingEmerging Trends in Institutional InvestingThe discussion focuses on emerging trends within the institutional investor community, particularly the blending of traditional public equity and bond markets with alternative markets like hedge funds, private equity, and infrastructure. It highlights how service providers are now offering a comprehensive range of investment options. Additionally, Rip examines the integration of high net worth individuals, family offices, and registered investment advisors with traditional institutional investors, noting similar evolving trends in asset managers' approach to these segments.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed r...2025-04-0102 min
The Investor Relations PodcastBeyond New Investors: The Role of IR in Shareholder RelationsEnhancing Shareholder Communications in Investor RelationsThis episode delves into the importance of balancing the pursuit of new investors with maintaining strong communication with existing shareholders. Key points include avoiding the over-saturation of communications, focusing on critical information and industry-specific metrics, using the right language to convey messages effectively, and ensuring access to the management team to clarify any misunderstandings. The episode emphasizes the necessity of strategic communication to support shareholder relations efficiently.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast i...2025-04-0101 min
The Investor Relations PodcastThe SPAC Journey: From Private to PublicUnderstanding SPACs: Pathway from Private to PublicThis episode explains how a private company can go public using a Special Purpose Acquisition Company (SPAC). The process involves sponsors creating a SPAC, contributing capital to reach the public offering stage, and placing funds into a trust fund. When the SPAC merges with a private company, the company becomes public, making its shares available to public investors.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered...2025-03-3100 min
The Investor Relations PodcastTurning Government Contracts into Investor EngagementFor many public companies, it can be perceived that government contracts as unexciting, leading to a reluctance to share updates. Nicholas counters by highlighting the inherent excitement in milestones such as obtaining a CAGE code, acquiring a Unique Entity Identifier (UEI), getting listed on the GSA schedule, and participating in RFPs. These milestones signify significant achievements and strategic growth. By sharing these updates, companies can engage investors, demonstrating transparency and showcasing their potential for future success.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of...2025-03-3101 min
The Investor Relations PodcastInvestor Relations: The Digital and Social Media RevolutionEvolution of Investor Relations in the Digital AgeIn this episode, Valter discusses the significant transformation of investor relations (IR) due to advances in digital communication tools and social media. Highlighting how technology and AI have accelerated the need for a strong online presence.Valter explains that both issuers and IR agencies must adapt to control their narrative and understand online perceptions. Walter emphasizes the importance for public companies and their supporting agencies to stay ahead of digital trends to avoid being left behind in the fast-evolving landscape of digital communication.Disclaimer: Joshua...2025-03-2802 min
The Investor Relations PodcastManaging Hot Topics in Investor RelationsNavigating Hot Topics Like ESG and DEI in Investor RelationsThis episode discusses how investor relations (IR) leaders are managing conversations around Environmental, Social, and Governance (ESG) and Diversity, Equity, and Inclusion (DEI). It addresses the complexities faced by IR leaders, including the scrutiny from activists and the need for adaptable strategies. The discussion highlights the evolving nature of these topics and the influence of political factors on investor relations. The episode emphasizes the importance of IR leaders continuously adapting their approaches and aligning their teams and boards to effectively respond to these ch...2025-03-2801 min
The Investor Relations PodcastWhat is a SPAC?Understanding SPACs: A Quick OverviewIn this episode, Mike delves into the concept of Special Purpose Acquisition Companies (SPACs). He explains that a SPAC is formed to enter into a business combination with a private entity to take it public. SPACs are listed on NASDAQ or NYSE, and the funds raised are placed in trust, with additional at-risk capital used to pay underwriter fees during the IPO.The process is faster than traditional IPOs, but the subsequent de-SPAC process can take around 4 to 6 months.Disclaimer: Joshua Wilson is a registered investment banking representative...2025-03-2701 min
The Investor Relations PodcastIR Strategies on Preparing for a Successful IPOKey Strategies for a Successful IPOIn this episode, David discusses essential IR strategies for ensuring a successful Initial Public Offering (IPO). He emphasizes three critical areas: establishing solid messaging around your investment thesis, growth strategy, market opportunity, and competitive differentiators; preparing for ongoing investor communications by conducting mock conference calls using real financial results while still private; and developing an investor outreach plan to target and meet new investors and analysts. These steps are crucial for a smooth transition from a private to a public company.Disclaimer: Joshua Wilson is a registered investment banking...2025-03-2701 min
The Investor Relations PodcastEssential Training for CEOs Going PublicIn this episode, David discusses crucial training and preparation for CEOs heading into their first public IPO Roadshow. Key areas include enhancing communication skills, ensuring message consistency, and being well-prepared for Q&A sessions. David emphasizes the importance of CEOs conveying passion and clarity, using positive body language, and delivering focused, concise messages. He also highlights the significance of a unified message among the leadership team and the necessity of being prepared for all types of investor questions.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real est...2025-03-2602 min
The Investor Relations PodcastHow Do You Get Into Investor RelationsNavigating a Career in Investor Relations: Insights and Future TrendsIn this episode, Peter delves into the intricacies of starting and advancing a career in Investor Relations (IR). He explains the historical rotation model and how IR has evolved into a dedicated career path. Peter highlights the various backgrounds IR professionals come from, such as accounting, corporate finance, communications, and the buy and sell sides of the financial world. He discusses how IR roles often expand to include other functions like ESG, corporate communications, FP&A, treasury, corporate strategy, and corporate development. Despite th...2025-03-2602 min
The Investor Relations PodcastBuilding a Comprehensive IR Function for New Public Market EntrantsHolistic Strategies for Effective Investor Relations in Public MarketsIn this episode, the speaker offers essential advice for companies entering public markets on setting up their Investor Relations (IR) functions. Emphasizing a holistic approach, they advise that IR should not be the sole focus. Instead, companies should integrate IR with Public Relations (PR), media, and social media strategies. This comprehensive communication strategy is deemed crucial, especially for smaller public companies and those conducting IPOs without large-cap sponsorship, to effectively leverage available communication outlets and ensure successful market sponsorship.Disclaimer: Joshua Wilson is a r...2025-03-2501 min
The Investor Relations PodcastWhat is a GSA Schedule?In this podcast episode, Nicholas discusses the significance of GSA schedules for companies aiming to engage with the U.S. federal government. He explains that a GSA schedule is a long-term contract between a supplier and the federal government, allowing agencies to procure services or products from pre-qualified suppliers without a traditional bidding process. This streamlined approach benefits companies, such as those offering podcasting and production services, by enhancing their visibility and accessibility to federal agencies. The conversation underscores the efficiency and opportunities that GSA schedules provide for securing government contracts.Disclaimer: Joshua Wilson is a...2025-03-2501 min
The Investor Relations PodcastA Day in the Life of Stephen HawksworthA Day in the Life of an Executive Coach: Steve's InsightsIn this episode, Steve, an executive coach and strategist, shares insights into his daily routine. He discusses his professional engagements involving interesting topics and how reading and thinking fuel his work. Additionally, Steve highlights the joy he finds in spending time with his four-year-old granddaughter, reminding him of the important aspects of life beyond business.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should n...2025-03-2400 min
The Investor Relations PodcastHow Do Investment Banks Make Money?Understanding the Role or Investment Banks and Underwriters in Security OfferingsThis episode explains the essential role of underwriters, typically investment banks functioning as broker-dealers, in security offerings. It details how underwriters structure deals, decide on pricing, timing, and security type, manage risks via firm commitment or best efforts underwriting, and leverage networks to market securities to institutional or retail investors. Additionally, it clarifies their earnings through underwriting spreads and regulated fees for advisory or management services.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The c...2025-03-2401 min
The Investor Relations PodcastAngel Networks and SPAC CollaborationBridging Angel Investors and SPACs: Creating a Transparent EcosystemThis episode explores the potential for collaboration between angel investors and SPACs in taking companies public. It discusses how angel groups could become a source of target companies for SPACs, enhancing credibility by investing their own money. The concept involves creating an intermediary network to ensure transparent communication and regulatory compliance, thereby fostering an ecosystem that properly grows and introduces companies to the public market.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this p...2025-03-2101 min
The Investor Relations PodcastUnderstanding The IR Function From Boards Seats to C-SuitesCommon Misunderstandings in Investor Relations (IR) by Boards and C-SuitesIn this episode, Peter discusses the common misconceptions within Investor Relations (IR) faced by boards, CEOs, and CFOs. He highlights how the evolving nature of IR leads to varied expectations and uses across different organizations. The discussion covers the importance of understanding IR’s function beyond just stock price monitoring and ensuring executives are well-prepared to handle market dynamics without being overly reactive.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is...2025-03-2101 min
The Investor Relations PodcastCrafting Compelling Investor PresentationsMastering Investor Presentations: Key Strategies and Best PracticesIn this episode, we explore essential best practices for investor presentations, emphasizing the importance of viewing them as opportunities rather than obligations. Key points include the need for a clear presentation of strategy, company goals, financial information, and future expectations. We discuss the significance of addressing market conditions and competitive positioning, while also distinguishing between controllable and uncontrollable factors. The episode concludes by highlighting the necessity of making a compelling case for why investors should consider investing now.Disclaimer: Joshua Wilson is a re...2025-03-2002 min
The Investor Relations PodcastThe Role of Investor Relations in Smaller IPOsChallenges and Solutions for Micro and Small Cap Companies Going PublicThis episode discusses the major challenges faced by micro and small cap public companies, particularly focusing on the lack of sponsorship that these companies often encounter when they go public via IPO, reverse merger, or SPAC without support from well-known banks. The importance of the Investor Relations (IR) function in addressing this challenge is highlighted, emphasizing the need for proactive and creative strategies to increase visibility and awareness among investors.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed r...2025-03-2001 min
The Investor Relations PodcastNavigating SPAC Investor RelationsNavigating Investor Relations in SPAC TransactionsIn this episode, David discusses the unique challenges and critical considerations for investor relations (IR) teams when working with Special Purpose Acquisition Companies (SPACs). SPACs offer a streamlined path to public markets but require IR teams to develop strong management credibility and investor confidence. Achieving this involves setting realistic financial targets, having a solid strategy, and maintaining transparency in communications post-merger. The episode emphasizes the importance of frequent communication with analysts and investors to build and sustain credibility.Disclaimer: Joshua Wilson is a registered investment banking representative and a...2025-03-2001 min
The Investor Relations PodcastHighlighting The Benefits of Government ContractsIn this podcast episode, Nicholas Coriano delves into the advantages of government contracts from an investor's perspective. He outlines key benefits, emphasizing the predictable and reliable income these contracts offer compared to traditional commercial agreements. Government contracts often span several years, providing long-term revenue stability and reducing exposure to market volatility. This predictability and reliability may make government contracts particularly appealing to investors, enhancing the financial security of companies that secure such agreements. The discussion underscores why investors may favor companies with successful government contract bids, highlighting the enhanced attractiveness and secure financial outlook these contracts provide.2025-03-1901 min
The Investor Relations PodcastUnderstanding SEC Regulatory Requirements for New SecuritiesUnderstanding SEC Regulatory Requirements for New SecuritiesThis episode delves into the regulatory requirements for registering a new security with the Securities and Exchange Commission (SEC). It covers the necessity for public companies to register under the Securities Act of 1933 unless an exemption applies, such as Regulation D for private placements. The discussion includes key aspects such as filing a registration statement, the review process by the SEC to ensure compliance, the detailed prospectus used by underwriters, and the associated filing fees. The registration process duration, which can span weeks to months depending on the c...2025-03-1901 min
The Investor Relations PodcastThe Evolution of Investor Relations: From PR to Strategic PartnerThe Evolution of Investor Relations: From PR to Strategic Finance PartnerIn this episode, Peter discusses the significant changes in investor relations roles over the past few years. He explains how investor relations has transitioned from being primarily a communications and administrative role for the CFO to becoming a strategic finance partner with direct reporting to the CFO. Key insights from a recent survey are shared, showing that 69% of investor relations officers now report directly to the CFO, reflecting their increased executive and board exposure.Disclaimer: Joshua Wilson is a registered investment banking r...2025-03-1800 min
The Investor Relations PodcastWhat is the Investor Relations Role in an IPOKey Investor Relations Roles in Preparing for an IPO or RoadshowThis episode explores the crucial roles investor relations play when preparing for an IPO or roadshow. Key responsibilities include developing a compelling investment narrative that encompasses the company's business model, revenue strategies, market opportunities, and growth prospects. Additionally, creating an impactful roadshow deck that visualizes this narrative is essential. Finally, coaching management on delivering the story effectively to potential investors is emphasized as a critical factor for success.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate b...2025-03-1701 min
The Investor Relations PodcastThe Most Valuable Asset for New Graduates: Your NetworkSeth 00:00:00Â As you know that you've learned that you live that you know, when I speak to people in business starting out or even in, you know, college or college grads that I speak with, the number one asset that you can work on right now are the connections and relationship. I used to say Rolodex, but that definitely dates me. So it's the relationships.Josh 00:00:19Â Yeah, I remember the Rolodex, and you'd spin it and the cards would fly out back in the day. Old school right there.Disclaimer: Joshua Wilson is a registered in...2025-03-1700 min
The Investor Relations PodcastWhat is a Contract VehicleIn this podcast episode, the discussion focuses on the concept of a "contract vehicle" in government contracting. Nicholas explains that a contract vehicle, often referred to as a GSA schedule, is a formal agreement with the government that allows for the procurement of goods and services at predetermined prices. Unlike a competitive Request for Proposal (RFP), a contract vehicle provides a pre-negotiated framework, simplifying the procurement process. This arrangement benefits contractors by offering long-term opportunities and visibility. The episode also explores the relevance of contract vehicles to investor relations, highlighting their importance in evaluating companies en...2025-03-1401 min
The Investor Relations PodcastA Day in the Life of a Corporate Attorney with Mike BlankenshipNavigating Corporate Law: A Day in the Life of a Corporate AttorneyIn this episode, Mike, a corporate attorney, shares his 'elevator pitch' and provides insight into his daily responsibilities. He describes his work with companies raising private or public capital, handling mergers and acquisitions, and dealing with a variety of business transactions.Mike's day is filled with phone calls, reviewing documents like prospectuses and registration statements, and coordinating with the SEC and FINRA to ensure compliance and get necessary approvals. His work spans diverse financial activities, including IPOs, follow-ons, and SPACs.Disclaimer...2025-03-1401 min
The Investor Relations PodcastPersonal vs. Corporate LinkedIn Profiles: Which Should You PrioritizeJosh 00:00:00Â In LinkedIn. There's the the personal profile which everybody has. And then there's sometimes there's a corporate profile or someone just types it in and it doesn't even point to a page or something or a page not found. What's the importance of having maybe a corporate and a personal and how do you leverage both?Seth 00:00:17Â I think you do need both. And you raise a good point where so many times there are dead links and it doesn't take you to the right place. So, you know, that's definitely something that I highly suggest pe...2025-03-1301 min
The Investor Relations PodcastStrategies for Public CEOs to Share on Social Without Risking ComplianceJosh Wilson 00:00:00Â When it comes to being a public CEO, I know that there's some things that you're not allowed to share, like on LinkedIn or social media. How do you how do you help guide a CEO to to maintain compliance and make sure that they're not sharing too much?Seth Farbman 00:00:14Â That's a great question. I mean, I think that they can just play it safe and there's still plenty of information to talk about. So in other words, if there's a press release, one of the things I always suggest to the CEOs that we...2025-03-1000 min
The Investor Relations PodcastThe Best Strategies for Defining ROI on LinkedIn for Business LeadersJoshua Wilson 00:00:00Â All right. So we've done all this work. We've optimized our LinkedIn and we're putting content out there. How do we know we're doing it well. Like how do you how do you measure your success. How do you measure the ROI of my time and type in with my fat fingers? Right. How do you know you're doing it good on LinkedIn.Seth Farbman 00:00:17Â Gosh, that is the those are the three letters I get asked most often about ROI. and the answer is really ROI or success, as you say, means different things to...2025-03-0601 min
The Investor Relations PodcastWhat is an RFQ?In this podcast episode, the discussion focuses on the term "RFQ" (Request for Quotation) within the context of government contracts. Nicholas provides a detailed explanation. An RFQ is a formal request issued by government entities to solicit pricing information for specific goods or services. Businesses respond with quotations outlining their prices. The government then reviews these quotes to select a vendor based on criteria such as price and capability. This process ensures transparency and competitiveness in government procurement, facilitating effective communication between agencies and potential suppliers.Disclaimer: Joshua Wilson is a registered investment ba...2025-03-0501 min
The Investor Relations PodcastBest Practices for Successful Investor RoadshowsJosh 00:00:01Â When it comes to taking these public CEOs and CFOs on these roadshows to meet with investors and investment teams and funds, what's some proper etiquette? And then maybe where etiquette has gone bad in the past.Jennifer 00:00:14Â So that's a really good question. I love being proper and having everything formal, and I think that's just my style. So for me, when I set up my roadshows, I love to have a formal invite. I'm just giving some bullet points on the company dates when management will be available, and then I always include a pe...2025-03-0501 min
The Investor Relations PodcastTips for Public CEOs to Share Press Releases EffectivelyIn this podcast episode, the discussion focuses on advising public CEOs on effective LinkedIn content sharing practices. Seth Farbman highlights common pitfalls, such as merely posting links to press releases, which often results in low engagement. Instead, they recommend breaking down content into digestible pieces, using compelling quotes, and incorporating visuals to capture attention. Additionally, Seth advises using relevant hashtags and tagging pertinent individuals or organizations to broaden reach and encourage interaction. The episode underscores the importance of creating engaging, visually appealing content to enhance visibility and foster a more interactive online presence for public CEOs.2025-03-0301 min
The Investor Relations PodcastThe Best Practices for Effective Follow-Up in Investor RelationsIn this podcast episode, the discussion centers on the critical role of follow-up in investor relations, particularly after roadshows. Josh inquires about its importance, while Jennifer elaborates on the necessity of timely follow-up to demonstrate respect for investors' time and to maintain efficiency and transparency. Effective follow-up, as emphasized by Jennifer, involves personalized communication and providing resources to aid investors' due diligence. This approach not only strengthens relationships but also positions the company as professional and supportive, ultimately fostering long-term investor partnerships.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker...2025-02-2601 min
The Investor Relations PodcastWhat Is An RFP? Request For Proposal: Government Contracting 101Josh 00:00:00Â So, Nicolas, you know, these investor relations companies are working with these issuers and they're looking to get government contracts. And the question comes up, what is an RFP? Why don't you share? What the heck is an RFP?Nicholas 00:00:14Â Yeah. So government contracting 101 an RFP stands for request for proposal. This is when the government, whether it's federal, state or local government, issues a proposal because they need a request for something. So for example, they need a thousand pens and they want to know what is your proposal for those pens. Or they need co...2025-02-2501 min
The Investor Relations PodcastGovernment Contracts and Investor RelationsJosh 00:00:00Â So, Nick, in all of your experience working with government contracts, how does government contracts fit into the world of investor relations and how do they kind of play together?Nick 00:00:11Â Yeah, well, most public companies are always looking for traction that they can show investors. And one of the easiest ways to show traction to investors is revenue. And government contracts are a way for public companies, whether they're micro-cap, mid-cap, even large cap companies, to show investors that they have traction or that they're about to get traction by bidding on government contracts and po...2025-02-2400 min
The Investor Relations PodcastHow To Prepare for Investor Meetings and RoadshowsJosh 00:00:00Â So when it comes to investor relations and helping public companies prepare to go on a roadshow or a or an investor meeting, what is your secret sauce when it comes to helping prepare those public CEOs to meet with these investor groups or these roadshows?Jennifer 00:00:16Â I think it all boils down to organization on part of the investor relations person, quite honestly. First of all, when you plan your meetings, plan them well in advance so everyone can block off a day. There's no unexpected, you know, appointments that have fallen on planned it we...2025-02-2001 min
The Investor Relations PodcastCan CEOs Balance Personal and Professional Content on LinkedIn?In this podcast episode, the discussion centers on social media strategy for CEOs, particularly on LinkedIn. Josh inquires about how CEOs can balance personal and professional content in their posts. Seth, the respondent, emphasizes the importance of authenticity and suggests that CEOs should mix personal anecdotes with corporate updates. He advises sharing significant company milestones alongside personal experiences to humanize leadership and foster a genuine connection with the audience. This balanced approach not only enhances the CEO's personal brand but also strengthens the company's narrative, making it more engaging for investors and stakeholders.Disclaimer: Joshua Wilson is...2025-02-1901 min
The Investor Relations PodcastLinkedIn Tips for CEOs and Investor Relations ProfessionalsIn this podcast episode, the host engages with Seth, a social media strategy professional, to discuss optimizing LinkedIn profiles for executives and companies. Seth emphasizes the importance of a dynamic banner featuring key information like the company's ticker symbol. He also advises regular content posting to maintain audience engagement, stressing the need to connect with the right audience to maximize content impact. Additionally, Seth highlights the power of storytelling in profiles to effectively convey experiences and values. These strategies aim to enhance visibility and foster meaningful connections on LinkedIn, benefiting investor relations, CFOs, investors, attorneys, and accountants.2025-02-1801 min
The Investor Relations PodcastWhat does it mean to be a reporting company?What does it mean to be a reporting company Well a reporting company is a class of companies that have stock registered under the Securities Exchange Act of 1934 These companies file 10-Ks 10-Qs and current reports on form 8 K It is possible to be publicly traded and not be a reporting company although it's become rarer and rarer these days Most companies that people think of when they think of as public companies are reporting companies which means that you can read their annual and their quarterly reports and their shareholder reports on the Edgar system available a...2025-02-1300 min
The Investor Relations PodcastThe Role of Executives in Corporate Social MediaSeth Farbman I think it's more of a lack of just focus on it, and it could be something as silly as, you know, you and I meet at a conference. First thing I'm going to do is Google your name. I don't even have the patience very often to go to the website about us, who we are. I've already, like, gotten bored. I'm just going to Google your name and the first thing that comes up is your LinkedIn profile. And, you know, it's it's comical when the CEO of of a large company has as his p...2025-02-1201 min
The Investor Relations PodcastWhat is an S-3?What is an S 3Â An S 3 is a short form registration as opposed to an S one which is a long form registration statement Companies once they've been public for 12 months and are on a national securities exchange are eligible to use a short form registration This is a much easier more user friendly form that companies can use at lower expense to raise further funds from public investorsDisclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and s...2025-02-1100 min
The Investor Relations PodcastCan Entrepreneurs Become Great InvestorsAnd I'll tell you why. This has been fascinating in my journey from an entrepreneur to investor. I've come to realize why so few great entrepreneurs become great investors and and because and in many ways, it's taken me. It took me about five years to sort of, you know, train the the entrepreneur out of me. One of the main reasons is because I'm an optimist and entrepreneurs are optimists and we see possibilities. And so the mistake I made as an investor is I'd meet somebody, I'd hear their pitch, I'd see their idea, and I...2025-02-1000 min
The Investor Relations PodcastMake Your Investor Relations Stand Out in a Noisy Market...."If a tree falls in a forest and nobody puts it on LinkedIn, did it really happen?"Josh Wilson 00:00:00Â What do you think in the world of investor relations? What is the most critical piece for a public company? Once they're once they're public? What do you think is so important, especially maybe pushing through the LinkedIn audience?Seth Farbman 00:00:13Â You know, I think they have to be authentic. I think as a public company, investors like to know that that CEO is out there hustling, working for their money, not just sitting be...2025-02-1001 min
The Investor Relations PodcastWhat is a national securities exchange?What is a national securities exchange A national securities exchange or market are the primary places where securities are traded in the United States The 2 most commonly referred to are the NASDAQ and the New York Stock Exchange And then they have various tiers within them It's important to distinguish a national securities exchange from a market which is does not have that designation such as the over-the-counter market There are certain advantages to being on a national securities exchange that are tied to exemptions within the securities laws of the US So it's always advantageous for a...2025-02-0700 min
The Investor Relations PodcastFrom Coconut Water to Ground Force CapitalAfter my corporate career. My first sort of brand after a couple failed ventures was Zico coconut water. And I'll come kind of circle back to that. But I started that, built that, and then sold that to Coca-Cola at the end of 2013. And then I became an active angel investor and eventually started an investment firm, first called Power Plant, where we invested in plant based businesses. So there we backed Beyond Meat, Thrive market Appeal Sciences had some good wins there and also some painful lessons along the way. Like any venture investing. And right n...2025-02-0700 min
The Investor Relations PodcastWhat is a follow-on offering?What is a follow-on offering A follow-on offering is an offering that occurs after a company is already public You've already done your initial public offering and now you want to sell more shares to the public raise more capital for your company So any offering that takes place following an initial public offering and usually follow-on offerings are public offerings as well is referred to as a follow-on offeringDisclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only a...2025-02-0600 min
The Investor Relations PodcastHow To Spot a Winning FounderBut what I love is every once in a while you come across that entrepreneur that just says, you know what? I think I'm going to be the exception, but I don't really care. What else am I going to do? Like, I love this, I'm passionate about it. I'm doing it anyway. So it's going to be what it's gonna be. That's the person I want to back, right? Because you just don't know. And here's the reality as well. What I've come to realize, Josh, I've been you know, I started Zico 20 years ago. Now I...2025-02-0500 min
The Investor Relations PodcastWhat CEOs of Public Companies Have In CommonJosh Wilson 00:00:00Â Having 70 conversations with someone who has taken the company public or been a part of the public market. What's a common thread in terms of character traits or personality that you have seen amongst those different interviews?Seth Farbman 00:00:13Â Yeah, that's actually a great question. Nobody's ever asked me. you know, it really runs the gamut. I mean, there are some there are some CEOs that we work with on the public company side that you'd be fairly surprised to find out that they really want to stay under the radar. Like, they don't want to...2025-02-0501 min
The Investor Relations PodcastWhat is a 10-K?What is a 10-KÂ A 10-K is a company's annual report Every year reporting companies that have stock that's traded publicly have to put out a report to the public that tells them what their results were for the year end from both a financial and an operations and business standpoint It's a very informative form Anybody who's considering investing in a public company should go out and read their most recent 10-K and their 10-QDisclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this p...2025-02-0500 min
The Investor Relations PodcastPrivate Equity OR Family OfficesA lot of people who are looking to sell their companies, they're not going to go just to a strategic or private equity. They're going to go to a family office if they care about what the company is going to look like in 10 or 20 years. And that's where things like permanent capital with family offices have. It is objectively a superior model. It's just very few families have the ability to execute. I think in 5 to 10 years, more and more will.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker...2025-02-0400 min
The Investor Relations PodcastWhat is an Underwriting Agreement?"What is an underwriting agreement?"Â Lou Taubman explains that it is a formal contract between a company and an investment bank, detailing the terms for selling securities. The agreement outlines responsibilities, pricing, share quantity, and timelines, ensuring transparency and due diligence. This document is crucial for the success of public offerings or additional securities sales, making it a key topic for investor relations, CFOs, investors, attorneys, and accountants.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should n...2025-02-0300 min
The Investor Relations PodcastFamily Office Impact InvestingBullet PointsConcept of a "north star" as a guiding principle in life.Intersection of prosperity and purpose in personal and professional pursuits.The balance between financial success and making a positive impact.Importance of aligning personal values with professional goals.Examples of notable entrepreneurs and their philanthropic efforts.Influence of personal experiences on charitable motivations.The role of entrepreneurial spirit in driving social change.Encouragement to support and collaborate with like-minded individuals.The process of introspection to determine personal motivations and causes.Creating a fulfilling path that combines wealth generation with societal contributions....2025-02-0300 min
The Investor Relations PodcastWhat is a 10-Q?What is a 10-QÂ A 10-Q is a quarterly report Most public companies put out a tenK once a year their annual report and 3 tenQs one for each quarter of the year So you have your first quarter 10-Q your second quarter 10-Q your third quarter 10-Q and then after the 4th quarter you'll put out your 10-K which is your annual reportDisclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, o...2025-02-0300 min
The Investor Relations PodcastWorking With Family OfficesA monumental wealth transfer is set to reshape the dynamics of family offices, bringing both challenges and opportunities. This episode explores practical strategies to enhance connectivity, prepare for the future, and manage the shift of inherited wealth effectively. • Wealth transfer estimated to rise from $10 trillion to $84 trillion • Family offices facing overwhelming complexities in wealth management • Need for improved connectivity among family offices discussed • Effective strategies for collaboration and resource-sharing highlighted • Implications of wealth transfer on private companies explored • Challenges of responsible investing in today's landscape addressed • Importance of adaptability for family offices in sei...2025-02-0200 min
The Investor Relations PodcastWhat is an ATM?What is an ATMÂ An ATM refers to an at-the-market offering If a company is eligible to use S-III they can set up what's called an ATM facility This typically involves hiring an underwriter to act as the ATM underwriter and it allows the company when market conditions are favorable to tell the underwriter they want to sell a certain amount of their shares in an at-the-market offering meaning at the price of that the stock is currently trading on the marketDisclaimer: Joshua Wilson is a registered investment banking representative and a licensed real e...2025-01-3100 min
The Investor Relations PodcastWhat documents are involved in an IPO?What documents are included within an IPO process Well the main document that you'll see is the registration statement on Form S-I That's what investors see when they go to invest in the company The company will also negotiate an underwriting agreement an agreement regarding the distribution of the securities between itself and the investment bank As part of the registration statement there's also the financial statements which are prepared by the company and reviewed or audited by its auditors And then there are a number of ancillary documents depending on the offering If there are warrants i...2025-01-2900 min
The Investor Relations PodcastWhat is the role of the Auditors in an IPO?What is the role of auditors in an IPO? The auditors are the independent accounting firm They're a third party accounting firm that's hired by the company to verify the financial statements that are prepared by the company's accounting staff Usually it's CFO controller and various accounting personnel All public companies in the U have to have audited financial statements so that you have a third party that verifies that those financial statements are as accurate as possibleDisclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of t...2025-01-2800 min
The Investor Relations PodcastWhat is the role of investment bankers in an IPO?Well the investment bankers are charged their primary responsibility is distributing the securities to the public But they also have a responsibility to do their own due diligence on the public company or soon to be public company And they help with what's called price discovery So they help set the price of the securities Companies always want to sell their securities their shares for the highest price possible The public wants to buy it for the lowest price possible The underwriter or the investment bank involved their role is really to mediate between those 2 groups and make sure...2025-01-2800 min
The Investor Relations PodcastWhat is the role of company counsel in an IPO?What is the role of company counsel in regards to an IPO? Company counsel is primarily charged with preparing the registration statement on Form S-1 which is the document that most investors see when they want to participate in an IPO Company counsel is also responsible for negotiating the underwriting agreement between the company and the investment bank who's their underwriter as well as coordinating due diligence from the company side and facilitating communication across the partiesDisclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of t...2025-01-2700 minThe Investor Relations PodcastWhat Is An 8-K?An 8 K is a current report That's a report that covers anything that's happened in between the ten Q or the ten K periods Usually it's triggered by a material event such as the company entered into a material contract that's not in the ordinary course of business or the company engaged with a new director or hired a new CEO Those are the types of events that would trigger the filing of a form 8 KDisclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is...2025-01-2700 min
The Investor Relations PodcastWhat is an S-1Dive into the essentials of S-1 registration statements and their role in public securities sales. Learn about the SEC's requirements and why reading the prospectus is crucial before investing in public companies. Equip yourself with knowledge for smart investment decisions. Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own a...2025-01-2400 min
The Investor Relations PodcastWhat is a Registered Direct Offering?What is a registered direct offering A registered direct offering also known as an overnight deal is a discrete securities offering usually made to a small group of investors on terms that are based on whatever the current market price is immediately before the offering is done It's distinguished from an at-the-market offering in that an at-the-market offering is usually done just out into the market where the underwriter is selling securities to whoever is bidding on them A registered direct usually is directed at a small group usually institutional or high net worth accredited investors who w...2025-01-2400 min
The Investor Relations PodcastWho is Involved in an IPO?Who is involved in an IPO The primary player involved is the public company itself or the soon to be public company which is the company that is selling its securities its shares its common stock Also involved is the underwriter That's the investment bank that's helping to distribute those securities to the public So think JP Morgan Morgan Stanley Goldman Sachs Also involved as well is the auditor That's the independent accounting firm that verifies the financial statements of the soon to be public or public company And then there are some ancillary players involved like t...2025-01-2300 min
The Investor Relations PodcastWhat Is An IPO?We dive into what an IPO truly is and how it signifies a company's entry into public markets. Learn about the sale of securities, primarily common stock, and the major exchanges like NASDAQ and the New York Stock Exchange. #IPO #InitialPublicOffering #StockMarket #PublicOffering #FinanceEducation #NASDAQ #NYSE #Securities #InvestmentStrategiesDisclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and o...2025-01-2300 min
The Investor Relations PodcastWhat is a private offering?Discover what a private offering is and how it differs from traditional securities offerings like IPOs. Learn why these exclusive deals target accredited investors and what opportunities they can provide to high net worth individuals. Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect t...2025-01-2300 min
The Investor Relations PodcastWhat is a public company?What is a public company Well a public company is a company that has a class of securities usually common stock that are traded on a public market such as the NASDAQ or the NYSE It also refers to a company that reports publicly files ten K's ten Q's makes its information available to the publicDisclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a...2025-01-2200 min
The Investor Relations PodcastWhat Is Investor RelationsDefined by CIRI (Canadian Investor Relations Institute), “Investor relations is thestrategic management responsibility that integrates the disciplines of finance,communications, marketing, securities law compliance, and sustainability to achieve an effective flow of information between a company, the investment community, and other stakeholders, in order to support an informed valuation of the company’s securities and enable fair and efficient capital markets.”Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compli...2025-01-2200 min
The Investor Relations PodcastWhat Are Investor Roadshows LikeJoin us as we explore the thrill of client roadshows in investor relations. Discover how these experiences provide invaluable insights and foster connections with some of Wall Street's brightest minds. Get ready to unlock the secrets behind effective client engagement and networking! Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are t...2025-01-2100 min
The Investor Relations PodcastWhat Makes For An Effective Investor PresentationDiscover the essential components of an effective investor presentation that captivates audiences. We cover mission statements, crucial statistics, and the importance of showcasing your management team and strategic partners to build investor confidence and trust. Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect t...2025-01-2100 minThe Investor Relations PodcastWhat Is The Difference Between Investor Relations and Public RelationsDiscover the vital distinction between investor relations and public relations. We delve into how IR serves as the communication link to investors while PR manages the company's public image with media outlets. Gain insights for effective corporate communication strategies.Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and...2025-01-2100 minThe Investor Relations PodcastWhat Is The Importance Of An Investor Section On A WebsiteAn investor relations website is crucial for enhancing transparency and trust. It provides investors with essential financial information while helping executives minimize repetitive inquiries and share crucial updates efficiently. Streamlining communication supports both parties' needs, enabling better focus on core business objectives. Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are t...2025-01-2100 min