Episodes

Josh Wilson and Nick Gershenhorn on using event-driven data, from competitor IPOs to restructurings, to prepare IR teams for earnings calls.

Brian McKelvey on building relationships with institutional investors and family offices through direct outreach and persistence, not just connections.

How companies decide between hiring an IR agency and building in-house, based on cost and stage of development.

The red flags that deter institutional investors, especially weak governance and asset managers who drift from their stated strategy.

Christine Petraglia on her favorite part of investor relations: meeting entrepreneurs, learning new things, and relationships that last 15 to 20 years.

Allan Shaw walks Josh Wilson through the FDA drug approval process, from the IND application through Phase 1, 2, and 3 trials.

Former 7-Eleven and Blockbuster CEO Jim Keyes on carrying the weight of leadership with resilience, perspective, and the reminder that it's not personal.

Rip Reeves on how Institutional Investor grew from a print magazine he read at LSU into a media, thought leadership, and events company.

How founders and entrepreneurs can turn a spotty resume into a cohesive story by tying career moves together and showing impact in short roles.

An investor education piece on market capitalization: share price times shares outstanding, and why it reflects what the market thinks you're worth today.

Josh Wilson and Jordan Darrow on how small and mid-cap companies should choose an IR agency that fits their needs now and as they grow.

Why IR firms should track each phase of the SPAC lifecycle, from IPO and SEC filings to merger votes, to read sentiment and plan strategy.

An upbeat original song from The Investor Relations Podcast celebrating SPAC sponsors, teams, and the vision behind the deals.

Josh Wilson and Brian McKelvey on what they've learned raising money from family offices: understand each one's dynamics and tailor your approach.

Common resume mistakes, like logos, charts, and clutter, and how to show career progression and impact clearly for recruiters.

Why companies and service providers must understand an institutional investor's objectives before pitching products to long-term allocators.

Why effective IR for small cap companies starts with deep knowledge of the company and industry, and prioritizes long-term shareholder relationships over quick outreach.

Christine Petraglia on the skills IR professionals need, from communication and financial acumen to regulatory knowledge, and why overpromising destroys credibility.

Rip Reeves on how institutional investors differ in size and structure, from $100 million portfolios to trillion-dollar sovereign wealth funds.

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.

Which credentials matter in investor relations, from the CFA and IRC to the MBA and CPA, and why hiring managers also weigh overall fit.

How to plan an investor day that leaves investors understanding strategy and outlook, with a clear message, the right speakers, and interactive elements.

Nicholas Coriano on why government contracts, with more reliability and less competition than commercial deals, can be especially appealing to investors.

How shareholder activism has evolved, from board seats to ESG demands, and why IR teams must be proactive and data-driven to prepare.