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
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.
March 20, 2025

Crafting Compelling Investor Presentations

Best practices for investor presentations: clear strategy, goals, financials, and outlook, plus honest framing of market conditions.

Mastering Investor Presentations: Key Strategies and Best Practices

In 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 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.

Let's Connect On LinkedIn:

https://www.linkedin.com/in/joshuabrucewilson/

To Contact Us, Please Visit:

https://www.theinvestorrelationspodcast.com/contact/

Betsy Brod Profile Photo

Founder and CEO

Betsy is a founding partner of Affinity Growth Advisors and brings more than 30 years of Wall Street related experience to the investor relations field. She spent 12 years as a founding partner of MBS Value Partners and ten years with Morgen-Walke (MWA) as a partner and managing director. Prior to joining MWA, Betsy worked for a French investment bank, as well as on the buy-side as an analyst and Associate Director of Research for the Equitable Life Insurance Society of America. Betsy’s experience ranges from senior-level strategic advice associated with mergers and acquisitions, to a wide range of critical corporate events from initial public offerings and subsequent capital raisings, to contested situations, restructurings, CEO transitions and other potentially critical communications issues.
Betsy has been honored by the PRSA with the Silver Anvil Award for excellence in investor relations. She holds an MBA in Finance from New York University’s Stern School of Business and a BS in Economics and Mathematics from Simmons College.