Episodes

How IR teams can use Listing Track to monitor IPOs, mergers, and sector moves in one place and stay ahead for their clients.

An IR professional on balancing heavy travel with family life, why balance is like riding a bike, and how to be fully present at home.

Executive recruiter Brian Adams on hiring CEOs, CIOs, and CFOs for single-family offices, and the growing interest from fund managers in reaching them.

Networking strategies for senior IR roles beyond LinkedIn: professional organizations, personal outreach, and strategic follow-ups with finance teams.

How public companies can build and use their boards, including engaged activist investors and members with industry, sales, and financial expertise.

An overview of OpenVC, the platform that helps tech and biotech founders find active early-stage investors for seed rounds.

Brian McKelvey on the three traits that set great fundraisers and IR associates apart: persistence, clear communication, and consistent follow-up.

Nick Gershenhorn on how monitoring IPOs, M&A, bankruptcies, and activist moves helps IR teams shape messaging and get ahead of investor concerns.

How hiring managers weigh recent job turnover, and how candidates can explain frequent moves and keep non-corporate experience verifiable.

How founders sustain motivation: choose a venture aligned with your beliefs and experience, set attainable milestones, and stay default alive.

The difference between the sell side (banks, brokers, analysts) and the buy side (institutions like Fidelity, Wellington, and hedge funds).

An IR professional's key lessons at mid and large-cap companies: understanding financial statements, speaking the language of finance, and always telling the truth.

Why institutional investment strategies must match the pool's long-term objectives, from liquidity for pensions and retirement plans to insurance claims.

Former Blockbuster and 7-Eleven CEO Jim Keyes on the soft skills and character traits investors look for in leaders: creativity, curiosity, and confidence.

After reviewing 25,000+ pitch decks a year on OpenVC, the most common mistake is decks that are too long and text-heavy. Spark interest instead.

Rip Reeves on the mistake of being too transactional with institutional investors, and why lasting relationships with asset managers take years to build.

Jim Keyes on how great leaders run investor calls by embracing change, projecting confidence, and delivering clarity.

Josh Wilson and Nick Gershenhorn on tools that help IR professionals track M&A activity in one place and adjust messaging to market signals.

An IR leader on measuring success with both numbers, like stock performance and new investors, and the quality of investor relationships.

How the investor relations role changes as a company moves from small to large market cap, and why IR remains the bridge to investors.

Why spray-and-pray investor outreach on platforms like LinkedIn fails, and how high volume and poor targeting leave investors tuning out.

How institutional investors find opportunities, why team size shapes access to information, and how communities and events speed things up.

Whether IR candidates need a CFA or MBA, and how people coming from communications roles can compete with credentialed finance candidates.

Pete Carroll's former chief of staff on moving from the NFL to head of IR at a public company, and why relationships and respect drive both jobs.