The Investor Relations Podcast
The Investor Relations Podcast
The Investor Relations Podcast is where IR professionals, investment bankers, and public company executives sharpen their edge on capital markets, regulatory compliance, and investor communication. Every episode brings in someone who has done the work — IR officers who have run the earnings call, bankers who have priced the deal, securities counsel who have drafted the disclosure — sharing actionable insight on: • IPOs, secondary offerings, and PIPEs • Roadshows and investor presentations that hold up to SEC scrutiny • Engaging retail and institutional investors while adhering to Reg FD • Social media in investor relations: what's permissible, and where to tread carefully • Earnings calls, forward-looking statements, and material disclosure • Shareholder activism and modern corporate governance • ESG reporting and communicating those efforts effectively • Building investor trust and driving long-term shareholder value Whether you're preparing for a capital raise, leading communications for a public company, or making sure your team stays compliant, this show delivers real-world conversations and the connections to help you succeed. Hosted by Joshua Wilson, a registered investment banking representative holding FINRA Series 79 and Series 63 licensure and a licensed Florida real estate broker, with more than 2,000 interviews across the capital markets. A One Iron Network production. Interested in joining as a guest? Reach out at theinvestorrelationspodcast.com/contact. This podcast is for informational and educational purposes only and is not legal, financial, or compliance advice. Views expressed by the host and guests are their own and do not reflect the positions of any regulatory agency, organization, or employer. Consult your own compliance, legal, or financial advisors regarding SEC, FINRA, and other applicable requirements. Nothing here constitutes a solicitation or recommendation for any financial product or service.
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 15, 2026

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

Sequoya Borgman, Founder and CEO of Borgman Capital and a CPA with two decades in public accounting, joins host Joshua Wilson alongside Marit Harm, Vice President of Firm Operations & Marketing, who leads the firm's investor relations. They trace Borgman Capital's evolution from a first deal backed by 28 investors to a 500-strong network of family offices, institutions, and high-net-worth individuals — built deal by deal through the independent sponsor model, Reg D offerings, and investor commun
July 8, 2026

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

Most VCs never touch the RIA path. Martin Garcia walked BITKRAFT straight into it — because he decided you cannot properly serve investors at the convergence of gaming and crypto without the flexibility to hold both equity and token warrants. That single structural choice reframes what investor relations actually means: optimizing the fund itself around the people whose capital you steward.


In this episode, Martin Garcia — General Partner, Operating Partner, and CFO at BITKRAFT Ventures — joi
July 3, 2026

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

A young lieutenant in Afghanistan once sat next to a 40-foot shipping container packed with robots nobody asked for — a warning about what happens when defense technology outruns the warfighter's actual needs. Kevin Pavnica now uses that lesson to help capital allocators avoid funding the next container of unused tech.


Kevin Pavnica, partner at Blackrock Strategy and a U.S. Army veteran of the elite Asymmetric Warfare Group who still serves as a Major in the Indiana Army National Guard, joins
July 1, 2026

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

What if the biggest edge in capital allocation isn't information — it's understanding how the people deploying $140 trillion actually think under pressure? In this episode, Stanford's Ashby Monk admits he was skeptical of behavioral assessment tools — until one read his eight-page profile and left him feeling "seen."

Ashby Monk, who leads a Stanford research center focused on long-term investor decision-making, and Logan Yonavjak, Co-Founder and CEO of Readiness Engine, join Joshua Wilson to un
June 16, 2026

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

"What if I gave you a piece of my portfolio to manage?" Early in his career, Gary Preisser tried to answer that. Now he knows the only right response is a question: What is the money for, and when will you need it?


EPISODE SUMMARY Gary Preisser, Managing Partner and co-founder of Stonebriar Wealth Advisors, joins Joshua Wilson for a sharp conversation on how registered investment advisors actually evaluate private equity, private credit, and venture capital for high-net-worth families. Drawin
May 26, 2026

Learn To Become Incorruptible with Eric Ries

"Nobody can ever trust this company again." That's what Eric Ries told a young founder on the way to what looked like a celebration — but was actually a wake for a company's soul.

In this special-release episode, Joshua Wilson sits down with Eric Ries — author of the New York Times bestseller The Lean Startup, founder of the Long-Term Stock Exchange (LTSE), and author of the new book Incorruptible — for a candid conversation on the gravitational pressure capital markets exert on mission-driven
May 21, 2026

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

Aaron Bertinetti, CEO of Investor Engagement at Computershare North America (25,000+ listed companies, ~58% of the S&P 500), on shareholder activism preparedness — building the IR playbook before activists arrive, fixing the 1-in-300 investor targeting problem, bringing CEOs actionable intelligence from the road, and why operationalizing investor intelligence requires unified software, not more tools.
May 12, 2026

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

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
March 31, 2026

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

Mike Stohler sold 1,500 multifamily units at 46 and pivoted to boutique castle hotels in Catalonia, Spain — unpacking the LP psychology and deal structure that keeps exotic-asset capital raises moving.
March 24, 2026

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

Quantum physicist turned VC Leon Eisen, PhD reveals the three-brain framework investors actually use to evaluate founders — and why most pitches fail before the first slide.
March 19, 2026

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

Wall Street legend J. Morton "Morty" Davis, Chairman of D.H. Blair, on funding 400+ early-stage companies, raising over $3 billion in capital, and the founder traits that separate winners from passes.
March 18, 2026

How Investor Reviews Are Reshaping Trust in Private Markets

Pat Zingarella on building a verified LP review platform for private real estate GPs — a "Yelp for private equity" — and why trust is becoming the new IR currency.
March 1, 2026

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

SPAC sponsor and Intro-Act founder Peter Wright walks through the full SPAC capital lifecycle — sponsor, trust, risk, PIPE — and explains why IR strategy must start before the S-4 is filed.
Feb. 26, 2026

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

Mike Kron on the allocator-to-capital-raiser mindset shift — launching a $100M PE fund after 32 years in a family office, structuring fees so investors win first, returning 100% of capital before sponsor carry, and why high-credit single-tenant net lease retail is his thesis.
Feb. 24, 2026

How Should Founders Handle Failed Deals with Investors?

Dr. Thomas J Powell ($3.2B raised across 500+ founder deals) on communicating failed deals to investors — the hardest conversations in capital management, why transparency beats rosy projections, and how honest accountability builds long-term LP alignment.

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.