Episodes

What an investor day is, how it showcases a broader management team, and how to time it around earnings season, holidays, and industry events.

Valter Pinto on a typical day in micro and small-cap investor relations, where news and macro events make volatility the only constant.

The biggest IR mistake is inactivity. Why lesser-known companies must proactively tell their story instead of waiting for attention.

Why a post-IPO investor day works best 12 to 18 months after pricing, once a company can show a track record and share a longer-term outlook.

How private companies can use IR support like public ones: sharper presentations, the right PE and VC audiences, internal IR systems, and exit planning.

An original country pop song about investor relations: the storytelling, the energy, the airplane pitches, and the grind of roadshow life.

How to tell a company's story on earnings calls with a clear investment thesis: market opportunity, competitive advantages, and the drivers of growth and profit.

Who builds and invests in SPACs: sponsors who fund the vehicle and hold founder shares, and the hedge funds, institutions, and family offices whose money goes in trust.

The disclosure obligations companies face in securities offerings, from what goes in a prospectus to ongoing reporting as a public company.

How public companies can learn what investors really think: ask for feedback after meetings and roadshows, and use third-party perception surveys.

Recruiter Peter McDermott on why more analysts and finance professionals are moving into IR, and why CFOs value candidates with street experience.

The legal and regulatory requirements behind a confidentially marketed public offering, from SEC filings and FINRA oversight to Reg FD.

What a shelf registration is and how it lets companies register securities in advance and sell them over three years with more flexibility and lower cost.

Josh Wilson and Peter McDermott on job searching amid layoffs and market turmoil, and why uncertainty can create opportunities in investor relations.

Nicholas Coriano on how IR firms can educate investors about government contracts with timely updates on bids and qualifications.

A guide to the main types of securities offerings: IPOs, follow-ons, registered directs, CMPOs, PIPEs, rights offerings, and debt.

The difference between PR and IR comes down to audience, media versus investors, and why integrating the two maximizes ROI.

Peter McDermott on how IR compensation is structured at public companies: base salary, bonus, and equity, with creative vesting schedules.

An original song explaining the OTC markets, the Pink, QB, and QX tiers, and how investor relations helps small caps get noticed.

Institutional Investor CEO Rip Reeves on the main types of institutional investors, from pension plans and endowments to insurers and consultants.

The three pillars of an IR professional's job: advising leadership, running shareholder communications, and targeting and marketing to investors.

What a confidentially marketed public offering is, and its pros and cons: confidentiality, less volatility, faster execution, and targeted marketing.

The history of SPACs, from roots traced to the Dutch East India Company to the regulatory framework formalized in 2009.

The stages of raising capital, from friends and family through Series A and B to exits, and common founder mistakes like overestimating valuation.