Episodes

Josh Wilson 00:00:00 When it comes to being a public CEO, I know that there's some things that you're not allowed to share, like on LinkedIn or social media. How do you how do you help guide a CEO to to maintain compliance a...

Joshua Wilson 00:00:00 All right. So we've done all this work. We've optimized our LinkedIn and we're putting content out there. How do we know we're doing it well. Like how do you how do you measure your success. How do you...

In this podcast episode, the discussion focuses on the term "RFQ" (Request for Quotation) within the context of government contracts. Nicholas provides a detailed explanation. An RFQ is a formal request issued by government e...

Josh 00:00:01 When it comes to taking these public CEOs and CFOs on these roadshows to meet with investors and investment teams and funds, what's some proper etiquette? And then maybe where etiquette has gone bad in the past...

In this podcast episode, the discussion focuses on advising public CEOs on effective LinkedIn content sharing practices. Seth Farbman highlights common pitfalls, such as merely posting links to press releases, which often res...

In this podcast episode, the discussion centers on the critical role of follow-up in investor relations, particularly after roadshows. Josh inquires about its importance, while Jennifer elaborates on the necessity of timely f...

Josh 00:00:00 So, Nicolas, you know, these investor relations companies are working with these issuers and they're looking to get government contracts. And the question comes up, what is an RFP? Why don't you share? What the...

Josh 00:00:00 So, Nick, in all of your experience working with government contracts, how does government contracts fit into the world of investor relations and how do they kind of play together? Nick 00:00:11 Yeah, well, mo...

Josh 00:00:00 So when it comes to investor relations and helping public companies prepare to go on a roadshow or a or an investor meeting, what is your secret sauce when it comes to helping prepare those public CEOs to meet ...

In this podcast episode, the discussion centers on social media strategy for CEOs, particularly on LinkedIn. Josh inquires about how CEOs can balance personal and professional content in their posts. Seth, the respondent, emp...

In this podcast episode, the host engages with Seth, a social media strategy professional, to discuss optimizing LinkedIn profiles for executives and companies. Seth emphasizes the importance of a dynamic banner featuring key...

What does it mean to be a reporting company Well a reporting company is a class of companies that have stock registered under the Securities Exchange Act of 1934 These companies file 10-Ks 10-Qs and current reports on form 8 ...

Seth Farbman I think it's more of a lack of just focus on it, and it could be something as silly as, you know, you and I meet at a conference. First thing I'm going to do is Google your name. I don't even have the patience v...

What is an S 3 An S 3 is a short form registration as opposed to an S one which is a long form registration statement Companies once they've been public for 12 months and are on a national securities exchange are eligible to ...

And I'll tell you why. This has been fascinating in my journey from an entrepreneur to investor. I've come to realize why so few great entrepreneurs become great investors and and because and in many ways, it's taken me. It t...

...."If a tree falls in a forest and nobody puts it on LinkedIn, did it really happen?" Josh Wilson 00:00:00 What do you think in the world of investor relations? What is the most critical piece for a public company? Once th...

What is a national securities exchange A national securities exchange or market are the primary places where securities are traded in the United States The 2 most commonly referred to are the NASDAQ and the New York Stock Exc...

After my corporate career. My first sort of brand after a couple failed ventures was Zico coconut water. And I'll come kind of circle back to that. But I started that, built that, and then sold that to Coca-Cola at the end of...

What is a follow-on offering A follow-on offering is an offering that occurs after a company is already public You've already done your initial public offering and now you want to sell more shares to the public raise more cap...

But what I love is every once in a while you come across that entrepreneur that just says, you know what? I think I'm going to be the exception, but I don't really care. What else am I going to do? Like, I love this, I'm pass...

Josh Wilson 00:00:00 Having 70 conversations with someone who has taken the company public or been a part of the public market. What's a common thread in terms of character traits or personality that you have seen amongst th...

What is a 10-K A 10-K is a company's annual report Every year reporting companies that have stock that's traded publicly have to put out a report to the public that tells them what their results were for the year end from bot...

A lot of people who are looking to sell their companies, they're not going to go just to a strategic or private equity. They're going to go to a family office if they care about what the company is going to look like in 10 or...

"What is an underwriting agreement?" Lou Taubman explains that it is a formal contract between a company and an investment bank, detailing the terms for selling securities. The agreement outlines responsibilities, pricing, sh...