Episodes

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.

Dr. Thomas J. Powell of The Founder's Office on knowing when to walk away — why turning down an offer means you just bought your asset at that price, and how to think about exit timing.

Dr. Thomas J. Powell on long-term success with family offices — multi-exit planning, lock-up structuring, and why the first deal is never the only deal.

Dr. Thomas J. Powell of The Founder's Office on $3.2B structured across 30+ years — why investor relations is a strategic leadership discipline, not just a transaction function.

Allan Shaw, the biotech turnaround guy, on focus and specialization — why doing less and doubling down on core strengths can transform a struggling life sciences company.

How aspiring IR professionals should break into the field — why mentorship from experienced IR pros and intentional relationship-building outperform credentials alone.

Brian Adams on the family office CIO career path — why cross-asset generalists with peer-to-peer deal flow and relationship credibility outpace pure institutional pedigree.

Why quarterly earnings calls matter — how public companies use them to maintain transparency, address market dynamics, and communicate strategy in shifting conditions.

Nick Gershenhorn on why IR teams must track early-stage companies through their full cycle to IPO or M&A — using S-1 filings and milestone signals to benchmark competitors.

The 4-point investor match test for capital raising — geography, check size, investment stage, and industry vertical — used to pre-qualify investors before founders pitch.

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 financial expertise, clinical experience, and commercial acumen. Discover how these key roles help drive milestones and monetize assets effectively. #Biopharma #IPO #BoardLeadership #Insights" Disclaimer: Joshua Wilson is a registered investment banking representative and ...

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 offices offer unique advantages in the investment landscape. Join Brian McKelvey as he delves into the benefits of targeting the RIA sector, exploring how this focus can enhance capital raising strategies and forge strong connections with like-minded professionals. Don't mi...

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). Brian outlines a growing trend: moving away from traditional active management and toward more direct, collaborative investment approaches. Family offices are increasingly building in-house investment capabilities focused on co-syndication, direct deal flow, and partnering with...

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 books on management—you must embrace learning continuously. As he puts it, "The only certainty in life is change, and change equals opportunity." Join us in exploring how top CEOs turn change into opportunity and thrive amidst uncertainty. Don't miss this insightful discuss...

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 investors. Rip shares insights on the importance of putting oneself in the investor's shoes, gathering detailed information about their background, team, company, mission, and portfolio. This thoughtful engagement strategy, including going to meetings with a blank pad and pen, ...

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 grasp is the 13F filing. This article delves into what a 13F is and explores its relevance to both small and large public companies. What is a 13F Filing? In the realm of investor relations, a 13F filing is a report mandated by the Securities and Exchange Commission (SEC) ...

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 specific objectives and needs of different types of investors, including family offices, corporate pension plans, state college endowments, and insurance companies. Key considerations for determining an investment's attractiveness are discussed, emphasizing the suitability of t...

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 industry events such as new IPOs, mergers, and sector-specific moves, all in one simplified platform, allowing them to better serve their clients and stay ahead of the competition. Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed re...

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 (IR) professional. He shares a valuable analogy comparing balance to riding a bike, emphasizing the importance of continuous movement to prevent imbalance. Ben provides practical advice on maximizing productivity while traveling and being fully present with his family when ...

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 and hire top C-suite talent, including CEOs, CIOs, CFOs, and general counsel. His work spans across some of the most complex and discreet investment organizations in the country. Brian also discusses the growing interest from fund managers, sponsors, and capital raisers in ...