Episodes

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 detr...

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...

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...

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 met...

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 communica...

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 th...

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 res...

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...

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 ...

🚀 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 ...

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 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-h...

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 governan...

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, ...

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...

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 pers...

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...

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...

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...

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...

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...

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...

In the world of fundraising, engaging with family offices requires a unique approach tailored to the distinct dynamics at play. In our latest discussion, experts Josh Wilson and Brian McKelvey delve into their valuable lesson...

Essential Resume Tips: What to Avoid for a Successful Application In this interview, we explore essential resume tips to avoid common pitfalls. Learn why overloading your resume with logos, charts, and excessive details can b...