Welcome to The Investor Relations Podcast
The Investor Relations Podcast
The Investor Relations Podcast
Podcast Description: The Investor Relations PodcastJoshua 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 the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, 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.Welcome to The Investor Relations Podcast, where we explore the complex and fascinating world of capital markets, regulatory compliance, and investor communication. This show is designed for Investor Relations professionals, registered investment bankers, financial advisors, and corporate executives who want to sharpen their skills, stay informed, and navigate today’s fast-paced financial environment with confidence.Each episode features industry leaders sharing actionable insights and experiences on topics critical to investor relations, including:•Learn about the details of IPOs, secondary offerings, and PIPEs.•Best practices for roadshows and crafting investor presentations that comply with SEC regulations.•How to engage with retail and institutional investors while adhering to Reg FD.•The role of social media in investor relations: What’s permissible, and where to tread carefully.•Key strategies for handling earnings calls, forward-looking statements, and material disclosures.•Managing shareholder activism and navigating the challenges of modern corporate governance.•Reporting: How to communicate environmental, social, and governance efforts effectively.Why Listen?Whether you’re preparing for a capital raise, leading communications for a public company, or ensuring your team remains compliant, this show provides real-world conversations and valuable connections to help you succeed.Ideal Guest: Are you a professional managing investor relations for a public company, guiding a team through an IPO, or helping corporations navigate compliance in a highly regulated environment? If so, we’d love to feature your expertise. This is an opportunity to showcase your knowledge, expand your professional network, and contribute to the broader conversation around transparency and trust in capital markets.What’s In It for You?•Gain actionable strategies for engaging and communicating with investors.•Understand the nuances of SEC compliance, Reg FD, and FINRA rules.•Learn how to build investor trust and drive long-term shareholder value.•Get behind-the-scenes insights into successful capital raises, IPOs, and secondary offerings.•Be part of a community of professionals dedicated to improving transparency and effectiveness in investor relations.Whether you’re an IR professional, investment banker, or financial advisor, The Investor Relations Podcast delivers the insights, strategies, and connections you need to excel in the world of capital markets.Subscribe now and be part of the conversation shaping the future of investor relations. If you’re interested in being a guest, send us a direct message to share your expertise and join our growing network of professionals.
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The Investor Relations Podcast

The Investor Relations Podcast

Welcome to The Investor Relations Podcast, where we explore the complex and fascinating world of capital markets, regulatory compliance, and investor communication.

This show is designed for Investor Relations professionals, registered investment bankers, financial advisors, and corporate executives who want to sharpen their skills, stay informed, and navigate today’s fast-paced financial environment with confidence.

Play Latest Episode
July 30, 2025

Essential First Steps to Pursue a Role in Investor Relations

Building Relationships in Investor Relations: Key Advice for Aspiring Professionals This episode explores essential advice for those looking to enter the world of Investor Relations (IR) and work with publicly traded companie...

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July 29, 2025

What Aspiring CIOs Should Know About Family Office Careers

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...

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July 28, 2025

Earnings Calls: Insights and Importance

Understanding the Importance of Quarterly Earnings Calls In this insightful episode, we delve into the significance of earnings calls for businesses, particularly focusing on quarterly earnings calls for U.S. companies. We di...

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July 25, 2025

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

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 ...

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July 23, 2025

The 4-Point Investor Match Test For Capital Raising

Mastering Investor Qualification: Tips for Founders In this episode, we dive deep into the essential criteria for pre-qualifying investors. The discussion highlights four key aspects: geography, check size, investment stage, ...

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July 21, 2025

Key Expectations for Board Members in a Biopharmaceutical IPO

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 fi...

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July 18, 2025

Why Are RIAs Attractive for Fund Managers Seeking Capital?

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 ...

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July 17, 2025

What is the Role of a Family Office CIO?

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). Bri...

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July 16, 2025

What Makes a Great Fortune 500 CEO?

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 b...

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July 15, 2025

How to Understand Investors’ Needs

Understanding Investor Needs: The Importance of Thoughtful Engagement In this episode, the discussion revolves around the crucial approach of understanding and addressing the specific needs and mandates of institutional inves...

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July 14, 2025

13F Filings: Implications for Small and Large Companies

Understanding 13F Filings: Their Impact on Small and Large Companies Navigating the financial landscape can be daunting given the abundance of terminology and regulatory filings one must understand. One such critical form to ...

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July 11, 2025

What Makes an Investment Attractive for Institutional Investors

Evaluating Investment Suitability for Institutional Investors This episode explores what makes an investment attractive to institutional investors. The primary focus is on the importance of aligning investments with the speci...

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July 10, 2025

How Can IR Firms Efficiently Track Market Events?

Maximizing IR Teams' Efficiency with Listing Track's Market Monitoring Tools Explore how IR teams can enhance their market monitoring using tools from Listing Track. These solutions help IR professionals stay informed about i...

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July 9, 2025

Balancing an IR Career and Family Life

Balancing Family Life and Professional Travel: Insights from an IR Professional In this episode, Ben discusses the challenges and strategies of balancing a demanding travel schedule with family life as an Investor Relations (...

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July 7, 2025

How Family Offices Are Shaping Investor Relations

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 ...

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About the Host

Joshua Wilson Profile Photo

Joshua Wilson

Podcast Host / Investment Banker / Real Estate Broker

Joshua Wilson is an Investment Banking Representative (Series 79 & 63), licensed real estate broker, and CEO and Executive Producer of multiple strategic media brands. He has launched over 20 podcast and YouTube shows, with several reaching the top 3%, 5%, and 10% globally in their verticals. As a trusted connector among founders, family offices, and investment platforms, Josh brings a relational, strategic lens to SPACs, IPOs, M&A, and private placements—blending insight, curiosity, and communication to spotlight the people and deals shaping the capital markets.