Episodes
A Leader’s Character in the Eyes of Investors
The Key Traits of Effective Leadership in Investor Relations Join us in this insightful video where we discuss the crucial importance of leadership in the Investor Relations (IR) community with a former CEO of Blockbuster and 7-Eleven. Drawing from his extensive experience and his book 'Educ…
What Are the Common Mistakes in Pitch Decks?
Avoiding Common Pitfalls in Pitch Decks: Insights from Open VC In this episode, the speaker shares their extensive experience reviewing over 25,000 pitch decks annually on Open VC. They highlight a frequent mistake made by founders: creating overly lengthy and text-heavy pitch decks. The key advice…
Avoiding Short Term Traps in Investor Relations
Avoiding Short-Term Thinking in Institutional Investor Relationships This episode discusses the critical mistakes companies often make when building relationships with institutional investors. The primary focus is on the detrimental impact of being too transaction-oriented for quick sales rather th…
How Great Leaders Lead Investor Calls
How do great leaders conduct investor calls? They focus on three key elements: embracing change, exuding confidence, and fostering clarity. 🌟 Join Jim Keyes as he shares valuable insights on leading with impact and effectivel...
How Can IR Professionals Effectively Track M&A Activity
Elevate Your M&A Insights with Advanced Tools! In the fast-paced world of mergers and acquisitions, staying informed is crucial. IR professionals, wouldn't it be beneficial to have all the industry updates consolidated in one place? 🤔 Our latest discussion with industry experts Josh Wilson and …
How is Success Measured for Investor Relations Professionals?
Measuring Success in Investor Relations: Quantitative vs. Qualitative Metrics In this episode, Ben discusses the two-fold approach to measuring success in his dynamic job. He emphasizes the importance of both quantitative metrics, such as stock performance and new investor acquisition, and q…
The Evolving Role of Investor Relations Across Market Caps
Navigating the Evolution of Investor Relations Across Market Caps Investor relations (IR) is an integral component of any public company. It serves as the bridge between the company and its investors, ensuring clear communication regarding financial health and business strategy. However, the role o…
Why Does the Spray and Pray Method Fail in Capital Raising?
Why the 'Spray and Pray' Method Fails in Capital Raising The video discusses the ineffectiveness of the 'spray and pray' method used by founders when reaching out to investors on platforms like LinkedIn. It highlights that the approach fails due to high volume and poor targeting, leading investors …
How Institutional Investors Identify Opportunities
How Institutional Investors Identify Prime Opportunities This episode explores how institutional investors find suitable investment opportunities, highlighting the impact of team size on access to valuable information and resources. It also discusses the importance of creating communities and netwo…
Can Experience Outshine Credentials in IR?
Enhancing Your Investor Relations Career: Credentials and Experience This episode discusses the importance of financial acumen and varying career backgrounds in the field of investor relations. It provides insights on whether certifications like CFA or MBA are necessary depending on your prior expe…
From NFL Chief of Staff to Head of IR
From NFL Chief of Staff to Head of Investor Relations: The Overlapping Skills In this episode, Ben discusses his career transition from being the Chief of Staff to NFL head coach Pete Carroll to becoming the Head of Investor Relations (IR) for a publicly traded company. Despite the apparent differe…
Preparing for Earnings Calls
🚀 Preparing for Earnings Calls: Turning Data into Insightful Strategies! 📊 Navigating the intricate landscape of earnings calls isn't just about numbers—it's about insights driven by event data. As highlighted by Josh Wilson and Nick Gershenhorn in our discussion, staying ahead means being informed…
How Do You Successfully Approach Institutional Investors?
Navigating the world of institutional investors can seem daunting, but it's not always about having the "right" connections. In my latest discussion with Brian McKelvey, we explore the misconceptions of working with big inves...
Choosing the Right IR Path: Hiring vs Developing In-House
Choosing the Right Investor Relations Path: Hiring vs. Developing In-House In the realm of investor relations (IR), companies often grapple with a critical decision: whether to hire an external IR agency or to develop an in-house team. Determining the right path depends on several factors, most not…
Key Red Flags That Deter Institutional Investors
Key Red Flags That Deter Institutional Investors This episode discusses major red flags that can dissuade institutional investors from pursuing opportunities. The primary concerns highlighted include the lack of good governance and changes in strategy by asset managers. The importance of consistent…
My Favorite Part of Investor Relations with Christine Petraglia
The Joy of Investor Relations: Building Lasting Relationships In this episode, we explore the favorite aspect of being in investor relations. The speaker shares their passion for interacting with people, learning new things, and building long-term relationships. They emphasize the joy of meeting en…
What is the FDA Drug Approval Process?
Have you ever wondered what it takes to get a new drug to market? The FDA drug approval process is a critical pathway that ensures safety and efficacy before new treatments reach the public. In our latest discussion, Josh Wil...
How Does a CEO Handle the Weight of Leadership?
Leadership Insights from Jim Keyes 🔑 In our latest discussion, Josh Wilson and I delved into the challenging aspects of being a CEO. Jim Keyes, former CEO of 7-Eleven and Blockbuster, shared his profound truth: "It's not personal." Jim emphasizes the importance of resilience and perspective in lead…
What is Institutional Investor
In this episode, the organization Institutional Investor is explored. Originally a print magazine, Institutional Investor has evolved into a full-fledged media, thought leadership, and event company. Rip Reeves shares persona...
Entrepreneurs: Cohesive Career Story from Spotty Resume
How to Navigate a Spotty Resume in the Startup and Venture Capital World In this episode, we discuss how founders and entrepreneurs with seemingly spotty resumes can present themselves as ideal candidates during turbulent tim...
Market Cap Dreams
What Is Market Cap? Market Capitalization (aka Market Cap ) is one of the simplest — and most misunderstood — ways to measure a public company’s value. It’s calculated by: Share Price × Total Shares Outstanding = Market Cap I...
Guidelines for Selecting an IR Partner
The Key to Finding a Trusted IR Partner for Your Small Cap Company Navigating the investor relations (IR) landscape can be a daunting task for small to mid-cap companies. Selecting the right IR agency involves understanding y...
Why is Tracking the SPAC Lifecycle Crucial for IR Firms?
Unlock the Full Potential of SPACs with Effective Monitoring! 🔍 Tracking the intricate lifecycle of SPACs is essential for IR firms aiming to make informed decisions and maximize opportunities. From the IPO stage to the merge...
SPAC Lightning
Lyrics (Verse 1) SPACs are the way we're building it bright, Finding great teams and we're soaring in flight, Deals coming fast, yeah, the future's in sight, Rolling along in that SPAC Lightning tonight! (Chorus 1) Tell me mo...