Episodes

"Nobody can ever trust this company again." That's what Eric Ries told a young founder on the way to what looked like a celebration — but was actually a wake for a company's soul. In this special-release episode, Joshua Wilso...

Aaron Bertinetti, CEO of Investor Engagement at Computershare North America (25,000+ listed companies, ~58% of the S&P 500), on shareholder activism preparedness — building the IR playbook before activists arrive, fixing the 1-in-300 investor targeting problem, bringing CEOs actionable intelligence…

The public market is 50% smaller than it was in 2000. Companies are staying private longer. And the wealth being created during that private window is bypassing every traditional investor relations playbook ever written. Josh...

Mike Stohler sold 1,500 multifamily units at 46 and pivoted to boutique castle hotels in Catalonia, Spain — unpacking the LP psychology and deal structure that keeps exotic-asset capital raises moving.

Quantum physicist turned VC Leon Eisen, PhD reveals the three-brain framework investors actually use to evaluate founders — and why most pitches fail before the first slide.

Wall Street legend J. Morton "Morty" Davis, Chairman of D.H. Blair, on funding 400+ early-stage companies, raising over $3 billion in capital, and the founder traits that separate winners from passes.

Pat Zingarella on building a verified LP review platform for private real estate GPs — a "Yelp for private equity" — and why trust is becoming the new IR currency.

SPAC sponsor and Intro-Act founder Peter Wright walks through the full SPAC capital lifecycle — sponsor, trust, risk, PIPE — and explains why IR strategy must start before the S-4 is filed.

Mike Kron on the allocator-to-capital-raiser mindset shift — launching a $100M PE fund after 32 years in a family office, structuring fees so investors win first, returning 100% of capital before sponsor carry, and why high-credit single-tenant net lease retail is his thesis.

Dr. Thomas J Powell ($3.2B raised across 500+ founder deals) on communicating failed deals to investors — the hardest conversations in capital management, why transparency beats rosy projections, and how honest accountability builds long-term LP alignment.

Dr. Thomas J Powell on what investors really want to hear from founders — why hiding challenges erodes credibility, why seasoned investors prefer honesty, and how transparent communication unlocks strategy, capital, and connections from your LP base.

Dr. Thomas J Powell on transparency in founder-investor communication — why overconfident projections and withheld information erode trust, and how honest updates from the earliest "dating" stage build durable relationships with family offices and long-term investors.

Dr. Thomas J Powell on founder-centric capital strategy — advocating for founders without rubber-stamping, building boardroom guardrails and honest feedback loops, and how family offices can align with founder vision through structure, integrity, and strategy.

Dr. Thomas J. Powell of The Founder's Office on what 35 years and $3.2 billion across 500+ founder deals taught him about relationships, discretion, and long-term capital trust.

Michael Loftus of POC Capital on how biotech investor relations must adapt at every stage — from early clinical work, to mid-stage asset visibility, to late-stage commercialization.

Chris Williams and Joshua Wilson on how a podcast experiment became a strategic partnership with Institutional Investor and their Alpha Edge event for billion-dollar allocators.

Sean Phalon on building a business from the inside out — anchoring real estate operations around values, time, and faith instead of external validation, with lessons from $85M+ in pipeline, 200+ units, and selling a mortgage company to a bank.

Joshua Wilson and Chris Williams on the future of investor relations — why IR is a strategy, not a department, and how podcasts, SPAC, DESPAC, and middle-market deals connect into one ecosystem.

Louis Camhi, Founder of RLH Capital, on a disciplined framework for evaluating SPAC investments — redemption mechanics, PIPE backing, extension votes, and risk-first capital deployment.

Joshua Wilson decodes FAVOR — Fundraise, Acquire, Value, Operate, Return — a biblical framework drawn from Nehemiah and mapped to the modern private equity, VC, and hedge fund lifecycle.

Michael Loftus of POC Capital on why biotech investor relations must start well before FDA approval — managing revenue expectations and building long-term capital credibility.

Michael Loftus of POC Capital on what effective investor relations looks like in life sciences — specialized targeting, transparent communication, and avoiding the spray-and-pray trap.

Dr. Thomas J. Powell of The Founder's Office on building lifelong investor relationships with family offices — follow-on capital, transparency, and 30 years of compounding trust.

Brian Adams on what licenses a family office CIO actually needs — why the family office exemption changes the math and why CPA, JD, or LLM credentials often matter more than securities licenses.