Episodes

Building Relationships in Investor Relations: Key Advice for Aspiring Professionals This episode explores essential advice for those looking to enter the world of Investor Relations (IR) and work with publicly traded companie...

In this episode of The Investor Relations Podcast , Josh Wilson and Brian Adams explore what it takes to become a future Chief Investment Officer (CIO) in the world of family offices. Whether you're aiming for a single-family...

Understanding the Importance of Quarterly Earnings Calls In this insightful episode, we delve into the significance of earnings calls for businesses, particularly focusing on quarterly earnings calls for U.S. companies. We di...

Navigating the IPO & M&A Landscape: Why Tracking Matters 🌟 Why is it crucial to keep a close eye on early-stage companies as they journey towards IPO or M&A activities? Insights shared by industry Nick Gershenhorn reveal how ...

Mastering Investor Qualification: Tips for Founders In this episode, we dive deep into the essential criteria for pre-qualifying investors. The discussion highlights four key aspects: geography, check size, investment stage, ...

Exciting insights on the essential expectations for board members at biopharmaceutical companies preparing for an IPO. 🎯 Join us as Josh Wilson and Allan Shaw discuss the importance of having independent board members with fi...

Discover why RIAs are becoming the go-to choice for fund managers seeking flexible capital! From understanding the entrepreneurial mindset to navigating substantial liquidity events, RIAs, private wealth managers, and family ...

In this episode of The Investor Relations Podcast , Josh Wilson speaks with Brian Adams about the evolving investment strategy of single family offices—particularly the shifting role of the Chief Investment Officer (CIO). Bri...

Ever wondered what sets a great Fortune 500 CEO apart? 🌟 In a recent conversation with Jim Keyes, we delve into the essence of leadership at the top levels of major organizations. Jim's powerful advice? Forget the countless b...

Understanding Investor Needs: The Importance of Thoughtful Engagement In this episode, the discussion revolves around the crucial approach of understanding and addressing the specific needs and mandates of institutional inves...

Understanding 13F Filings: Their Impact on Small and Large Companies Navigating the financial landscape can be daunting given the abundance of terminology and regulatory filings one must understand. One such critical form to ...

Evaluating Investment Suitability for Institutional Investors This episode explores what makes an investment attractive to institutional investors. The primary focus is on the importance of aligning investments with the speci...

Maximizing IR Teams' Efficiency with Listing Track's Market Monitoring Tools Explore how IR teams can enhance their market monitoring using tools from Listing Track. These solutions help IR professionals stay informed about i...

Balancing Family Life and Professional Travel: Insights from an IR Professional In this episode, Ben discusses the challenges and strategies of balancing a demanding travel schedule with family life as an Investor Relations (...

In this episode of The Investor Relations Podcast, we sit down with Brian Adams, a partner at a boutique executive search firm serving single-family offices nationwide. Brian shares how his team helps family offices identify ...

Strategic Networking: Beyond LinkedIn for Senior Professionals In this episode, we discuss effective networking strategies for securing high-level roles in investor relations. Emphasizing the limitations of solely using Linke...

Maximizing the Impact of Your Board of Directors Discover the best practices for forming and leveraging a board of directors in a publicly traded company. Learn why having activist investors with a deep understanding of the b...

Connecting Tech Founders with Early Stage Investors: An Overview of OpenVC Explore how OpenVC helps tech founders—whether in SaaS or biotech—connect with early stage investors. Learn about this online platform designed to str...

Key Characteristics of Successful Fundraisers and IR Associates In the ever-changing market landscape, being an effective fundraiser or IR associate boils down to a few key traits. 🌟 According to insights shared by industry e...

The Critical Role of Event Driven Data in Investor Relations In this insightful discussion with Nick, we dive into the importance of event driven data in the world of investor relations. From IPOs and M&As to bankruptcies and...

Navigating Job Turnover and Presenting a Strong Resume This episode addresses the importance of understanding and evaluating recent job turnover. It highlights the need for hiring managers to consider candidates' long-term te...

Finding and Sustaining Motivation as a Founder This episode delves into the challenges of maintaining motivation as a startup founder. The discussion emphasizes the importance of choosing a project that aligns with personal b...

Understanding Buy Side vs. Sell Side This episode explains the distinction between the buy side and sell side in the financial industry. It covers the roles of investment banks, brokerage firms, and analysts on the sell side,...

Navigating Investor Relations: Key Learning Experiences In this episode, we explore the crucial learning experiences of an Investor Relations (IR) professional working with mid to large-cap companies. The discussion delves in...