Episodes

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 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...