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.
Lower Middle Market Buyouts and the Art of Investor Communications with Sequoya Borgman & Marit Harm
Optimizing for the Investor: Why This VC Became an RIA with Martin Garcia
In this episode, Martin Garcia — General Partner, Operating Partner, and CFO at BITKRAFT Ventures — joi
Allocators and Warfighters: From the Cap Table to the Battlefield with Kevin Pavnica
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
The Psychology of Capital Allocation: How Investors Really Decide — Ashby Monk & Logan Yonavjak
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
What VCs and PE Firms Get Wrong When Pitching RIAs with Gary Preisser
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
Learn To Become Incorruptible with Eric Ries
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
The IR Playbook Every Company Needs Before Activists Show Up — Aaron Bertinetti
How RIAs Are Reshaping the Investor Base for Pre-IPO Companies with Jeff Ransdell
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
From Multifamily to Castles in Spain: A Capital Raiser's Story — Mike Stohler
What Investors See That Founders Don't — Inside the VC Decision Process — Leon Eisen, PhD
What a 96-Year-Old Wall Street Legend Wishes Every Founder Knew — Morty Davis
How Investor Reviews Are Reshaping Trust in Private Markets
Inside the SPAC Playbook: Research, Capital Strategy, and Building Real Alpha | Peter Wright
From 14,000 Units to Launching a $100M Private Equity Fund
How Should Founders Handle Failed Deals with Investors?
About the Host
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.
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