New episodes weekly with IR leaders, investment bankers, family offices & fund managers. Want to be a guest? Visit our contact page.

The Investor Relations Podcast

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Family Offices Episodes

How single and multi-family offices allocate capital, structure governance, and build lasting relationships with founders and fund managers, from CIO roles to multi-generational wealth.

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.

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