Episodes

Seth 00:00:00 As you know that you've learned that you live that you know, when I speak to people in business starting out or even in, you know, college or college grads that I speak with, the number one asset that you can work on right now are the connections and relationship. I used to say Rolodex, but that definitely dates me. So it's the relationships. Josh 00:00:19 Yeah, I remember the Rolodex, and you'd spin it and the cards would fly out back in the day. Old school right there. Disclaim...

In this podcast episode, the discussion focuses on the concept of a "contract vehicle" in government contracting. Nicholas explains that a contract vehicle, often referred to as a GSA schedule, is a formal agreement with the government that allows for the procurement of goods and services at predetermined prices. Unlike a competitive Request for Proposal (RFP), a contract vehicle provides a pre-negotiated framework, simplifying the procurement process. This arrangement benefits contractors by ...

Navigating Corporate Law: A Day in the Life of a Corporate Attorney In this episode, Mike, a corporate attorney, shares his 'elevator pitch' and provides insight into his daily responsibilities. He describes his work with companies raising private or public capital, handling mergers and acquisitions, and dealing with a variety of business transactions. Mike's day is filled with phone calls, reviewing documents like prospectuses and registration statements, and coordinating with the SEC and FIN...

A short clip on personal vs corporate LinkedIn profiles for founders — why people do business with people, how a personal profile lets you target exact audiences (e.g., every neurosurgeon in the country), and why both profiles need to be active and properly linked.

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 and make sure that they're not sharing too much? Seth Farbman 00:00:14 That's a great question. I mean, I think that they can just play it safe and there's still plenty of information to talk about. So in other words, if there's a press release, one of the things I always sug...

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 measure the ROI of my time and type in with my fat fingers? Right. How do you know you're doing it good on LinkedIn. Seth Farbman 00:00:17 Gosh, that is the those are the three letters I get asked most often about ROI. and the answer is really ROI or success, as you say, me...

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 entities to solicit pricing information for specific goods or services. Businesses respond with quotations outlining their prices. The government then reviews these quotes to select a vendor based on criteria such as price and capability. This process ensures transparency a...

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. Jennifer 00:00:14 So that's a really good question. I love being proper and having everything formal, and I think that's just my style. So for me, when I set up my roadshows, I love to have a formal invite. I'm just giving some bullet points on the company dates when manag...

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 results in low engagement. Instead, they recommend breaking down content into digestible pieces, using compelling quotes, and incorporating visuals to capture attention. Additionally, Seth advises using relevant hashtags and tagging pertinent individuals or organizations to br...

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 follow-up to demonstrate respect for investors' time and to maintain efficiency and transparency. Effective follow-up, as emphasized by Jennifer, involves personalized communication and providing resources to aid investors' due diligence. This approach not only strengthens re...

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 heck is an RFP? Nicholas 00:00:14 Yeah. So government contracting 101 an RFP stands for request for proposal. This is when the government, whether it's federal, state or local government, issues a proposal because they need a request for something. So for example, they need...

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, most public companies are always looking for traction that they can show investors. And one of the easiest ways to show traction to investors is revenue. And government contracts are a way for public companies, whether they're micro-cap, mid-cap, even large cap companies, to sh...

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 with these investor groups or these roadshows? Jennifer 00:00:16 I think it all boils down to organization on part of the investor relations person, quite honestly. First of all, when you plan your meetings, plan them well in advance so everyone can block off a day. There's ...

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, emphasizes the importance of authenticity and suggests that CEOs should mix personal anecdotes with corporate updates. He advises sharing significant company milestones alongside personal experiences to humanize leadership and foster a genuine connection with the audience. This...

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 information like the company's ticker symbol. He also advises regular content posting to maintain audience engagement, stressing the need to connect with the right audience to maximize content impact. Additionally, Seth highlights the power of storytelling in profiles to e...

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 K It is possible to be publicly traded and not be a reporting company although it's become rarer and rarer these days Most companies that people think of when they think of as public companies are reporting companies which means that you can read their annual and their quar...

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 very often to go to the website about us, who we are. I've already, like, gotten bored. I'm just going to Google your name and the first thing that comes up is your LinkedIn profile. And, you know, it's it's comical when the CEO of of a large company has as his profile him and...

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 use a short form registration This is a much easier more user friendly form that companies can use at lower expense to raise further funds from public investors Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. T...

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 took me about five years to sort of, you know, train the the entrepreneur out of me. One of the main reasons is because I'm an optimist and entrepreneurs are optimists and we see possibilities. And so the mistake I made as an investor is I'd meet somebody, I'd hear their pit...

...."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 they're once they're public? What do you think is so important, especially maybe pushing through the LinkedIn audience? Seth Farbman 00:00:13 You know, I think they have to be authentic. I think as a public company, investors like to know that that CEO is out there hustling, w...

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 Exchange And then they have various tiers within them It's important to distinguish a national securities exchange from a market which is does not have that designation such as the over-the-counter market There are certain advantages to being on a national securities exchange ...

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 2013. And then I became an active angel investor and eventually started an investment firm, first called Power Plant, where we invested in plant based businesses. So there we backed Beyond Meat, Thrive market Appeal Sciences had some good wins there and also some painful le...

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 capital for your company So any offering that takes place following an initial public offering and usually follow-on offerings are public offerings as well is referred to as a follow-on offering Disclaimer: Joshua Wilson is a registered investment banking representative and a...

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 passionate about it. I'm doing it anyway. So it's going to be what it's gonna be. That's the person I want to back, right? Because you just don't know. And here's the reality as well. What I've come to realize, Josh, I've been you know, I started Zico 20 years ago. Now I have, ...