Episodes

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 governance and changes in strategy by asset managers. The importance of consistent strategy alignment with asset managers is also emphasized. Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast...

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, and building long-term relationships. They emphasize the joy of meeting entrepreneurs, understanding their visions, and growing these connections over 15 to 20 years. Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate br...

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 Wilson speaks with Allan Shaw about the intricate steps involved, from filing an IND application to conducting thorough Phase 1, 2, and 3 trials. Whether you're interested in the biotechnology field or just curious about the pharmaceutical industry's inner workings, this con...

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 personal." Jim emphasizes the importance of resilience and perspective in leadership. With thick skin and a focus on not taking criticisms personally, leaders can rise above challenges and lead with strength and integrity. Join us for valuable insights on maintaining leadersh...

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 personal experiences from reading the publication during college at LSU and throughout a career in investment management, including roles as a portfolio manager, bond trader, and Chief Investment Officer in New York City. Together we highlight the value of Institutional Investor ...

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 times. Our discussion delves into the importance of tying together motivations for career moves and rebranding through acquisitions to showcase a clear career trajectory. We also offer advice on how to demonstrate impact in short-term roles and suggest strategies, such as wor...

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 It doesn’t reflect revenue, profits, or cash on hand — it reflects what the market believes you’re worth right now. Here’s a gritty breakdown I put together — in old-school rap form — to teach the game through rhythm. 🎤🔥 🎤 Market Cap Dreams (Investor Education Rap) (Vint...

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 your company's specific needs and ensuring the agency can meet these requirements both now and in future scenarios. Josh Wilson and Jordan Darrow provide valuable insights into selecting the ideal IR partner. Understanding Expectations for an IR Agency When you're at the hel...

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 merger completion, every step provides critical insights into market sentiments and strategic planning. Our latest discussion with industry experts highlights the importance of understanding each phase, from SEC filings to merger votes and beyond. Explore how our cutting-edge t...

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 more, tell me more - Did they find a great team? Tell me more, tell me more - Is it part of the dream? (Bridge) Ohhh, we got the sponsors, We got the team, We got the vision, We're living the dream! Now it's time - Time to ignite - We're taking off with SPAC ...

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 lessons learned from navigating this complex space. 💡 Key Takeaways: Understand the individualized dynamics of each family office. Communicate effectively and cater to their specific interests and preferences. Embrace a targeted strategy to build meaningful investor relationsh...

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 be detrimental. Discover the importance of highlighting your career progression, key impact areas, and relevant experience in a clear and concise manner. Find out what recruiters weigh most heavily and how to format your resume effectively for maximum impact. Disclaimer: J...

Essential Advice for Working With Institutional Investors This episode provides crucial advice for companies aiming to work with long-term institutional investors. The key recommendation is to ensure that the products and strategies being marketed are grounded in a thorough understanding of the investors' objectives and needs. The discussion highlights the common mistake of service providers offering various products without comprehending the investment goals of the allocators, stressing the i...

A Thoughtful Strategy for Investor Relations in Small Cap Companies Navigating investor relations (IR) for small cap companies requires more than just immediate outreach. It demands a strategic approach that prioritizes long-term relationships with shareholders. This is how a calculated strategy can transform the perception and success of these companies. ### Deep Dive into the Company and Industry Effective IR begins with a comprehensive understanding of the company. Instead of rushing into ...

Essential Skills for Success in Investor Relations In this episode, Christine highlights the vital skills necessary for thriving in investor relations, emphasizing communication, relationship management, strategic thinking, financial acumen, and regulatory knowledge. She underscores the importance of honest communication with investors and cautions against the detrimental practice of overpromising and under-delivering, which can erode a company's credibility with shareholders and stakeholders....

Understanding the Organizational Structure of Institutional Investors In this episode, the Rip Reeves discusses the varying sizes and structures of institutional investors, highlighting examples ranging from portfolios worth a hundred million dollars to sovereign wealth funds in the trillions. The speaker emphasizes the significant differences in how these institutions operate and the importance of contacting them directly to understand their specific organizational structure. Disclaimer: Jos...

An original song narrating the entrepreneurial funding journey — from savings, credit cards, and friends-and-family through angels, accelerators, VC, hedge funds, PE, family offices, corporate venture, and endowments. A creative reflection on persistence and legacy building.

Key Credentials and Qualifications in Investor Relations This episode discusses the types of credentials that are important in investor relations (IR) and what CFOs and hiring managers look for in resumes and pedigrees. It covers advanced certifications and degrees such as CFA, IRC, MBA, and CPA, explaining how each demonstrates strong financial, commercial, and business acumen. The script highlights that while these degrees are important, hiring is also significantly influenced by the overal...

Crafting a Successful Investor Day: Strategies and Innovations David discusses the essential elements of a successful investor day. He emphasizes the importance of ensuring that investors leave with a comprehensive understanding of the company's strategy, operations, and long-term outlook. Key strategies include defining a high-level message, selecting appropriate speakers, and incorporating innovative, interactive elements such as product demos, virtual tours, and panel discussions to make th...

In this podcast episode, the discussion centers on the differences between government and commercial contracts and their significance with investor relations. Nicholas Coriano explains that government contracts, issued by various government levels, typically offer higher reliability and lower competition compared to commercial contracts from private companies. This reduced competition and increased stability make government contracts more appealing to investors, as they provide more predictable...

The Evolving Role of Activism and Investor Relations This episode explores the longstanding presence of activism in corporate environments and the evolving role of Investor Relations (IR) in managing activist demands. It discusses the diverse agendas of activists, from executive changes and board seats to recent focuses on ESG and D&I commitments. The merging of public events, political impacts on markets, and intense media scrutiny requires IR professionals to be proactive, data-driven, and w...

Understanding Investor Days: Timing and Strategy In this episode, David explains what an investor day is, highlighting its purpose as an opportunity for companies to present a broader management team and give in-depth updates to analysts and investors. He also discusses the optimal timing for holding an investor day, emphasizing strategic importance and recommending specific months outside of earnings season and major industry events. Key considerations include avoiding summer vacations, harsh...

Navigating Uncertainty: A Day in the Life of Valter in the IR World In this episode, Valter provides an insightful look into his daily life, highlighting the unpredictable nature of working in investor relations (IR) with micro and small-cap companies. Despite his organized approach, Valter thrives on the daily volatility and uncertainty within the stock market, driven by news and macroeconomic events. He emphasizes the importance of being prepared and capable of reacting professionally to unf...

Proactive IR Strategies: The Key to Success In this episode, we discuss the top investor relations (IR) mistake made by firms and internal groups: inactivity. The speaker emphasizes the importance of being proactive, ensuring that people are aware of the clients, and actively communicating their stories. Highlighting the difference between high-profile companies and those that need more effort to gain attention, the discussion centers on the necessity of taking initiative rather than waiting f...