Scared to outsource your investments? Have you considered this? The hesitation is understandable — but the way most families handle it is making things worse. In this clip, Daniel Bird — a private credit and distressed investing veteran with over 25 years of global markets experience — tackles one of…
Why wealthy families sabotage their own investment teams Most wealthy families bring investing in-house to gain control — then immediately undermine the very team they hired. In this clip, Daniel Bird — a private credit and distressed investing veteran with over 25 years of global markets experience — breaks down…
A Startup Is Not a Business — and That Changes Everything Disclaimer: Joshua Wilson holds FINRA Series 79 and Series 63 licenses and is a licensed Florida real estate broker. The content of this podcast is for informational and educational purposes only and should not be construed as legal, financial,…
Wall Street legend Morty Davis gets brutally honest — and it's not about deals. Before the $3 billion raised, the 400+ companies funded, and the Harvard MBA — Morty Davis was a young man who couldn't shake a persistent sense of depression. In this clip, Morty opens up about discovering…
You Won't Believe What a Castle in Spain Costs — and it just might change how you think about international real estate investing forever. In this clip, Joshua Wilson sits down with Mike Stohler, Managing Partner and Co-Founder of Gateway Private Equity Group, to unpack a deal that stopped Mike…
The mindset shift that separates fundable founders from everyone else — and most never see it coming.In this clip, Dr. Leon Eisen — 4× founder, venture capitalist, and Venture Partner at Silicon Valley's NetworkVC — breaks down the single most damaging mental frame founders bring into investor meetings: treating the…
He Was Totally Broke. Then He Funded 400+ Startups. — The Morty Davis Story.From no money and three infant kids to Harvard Business School, Wall Street, and over $3 billion raised for early-stage companies — Morty Davis's origin story is one of the most remarkable in capital markets history. In…
How Pat's business helps you gain trust through reviews. Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance advice.…
From managing 14,000 units to launching a $100M private equity fund.  This is what happens when experience meets timing and discipline. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/ Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series…
Anyone who claims they know where rates are headed is guessing.  The real opportunity is positioning for the cycle, not predicting it. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/ Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and…
Family offices grow by redeploying capital, not upgrading lifestyles.  Patience and reinvestment compound wealth over decades. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/ Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of…
If you want a Fund II, you better execute on Fund I.  Success in private equity starts with disciplined strategy and assets you know you can win with. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/ Disclaimer: Joshua Wilson is a licensed Florida real estate broker…
Finding an overlooked thesis and watching it play out is pure professional satisfaction.  Sometimes being right is more rewarding than the return itself. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/ Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79…
Private companies sell the dream over years.  Public companies must deliver every quarter. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/ Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is…
SPAC redemptions often happen because investor targeting wasn’t done early enough.  Thin liquidity and mismatched shareholders create predictable pressure. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/ Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure.…
Real alpha isn’t in the trend, it’s in the acceleration or deceleration of that trend.  Spot the second derivative move, and you spot outsized returns. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/ Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA…
Most DESPACs follow a predictable curve from overpriced to underpriced before finding fair value.  Understanding supply and demand mechanics is where opportunity lives. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/ Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79…
Once you go public, your timeline shrinks from years to quarters.  If you don’t want to be judged every 90 days, don’t go public. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/ Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series…
We’re living in a second gilded age where mega caps dominate and cost of capital determines survival.  Playing big matters more than ever in today’s capital markets. Let’s Connect on LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/ To Contact Us, Please Visit: https://www.theinvestorrelationspodcast.com/contact/ Disclaimer: Joshua Wilson is a licensed Florida real estate broker and…
What do you say when a deal fails — and how do you say it to your investors? In this episode of The Investor Relations Podcast, Dr. Thomas J Powell shares how he approaches the hardest conversations in capital management: when things don’t go as planned. With over $3.2 billion…
In this episode of The Investor Relations Podcast, Dr. Thomas J Powell, founder of The Founder’s Office™, shares a candid perspective on communication breakdowns between founders and investors—and how to fix them. Drawing on decades of experience managing over $3.2 billion in capital, Tom explains why overly optimistic projections can…
When capital enters the room, founders often fear losing control. But what does it really mean to advocate for a founder without rubber-stamping every decision? In this episode of The Investor Relations Podcast, Dr. Thomas J Powell explains how true founder-centric capital strategy works. He shares why being an advocate…
In this episode of The Investor Relations Podcast, Dr. Thomas J Powell offers candid insights into how founders and fund managers can build lasting relationships with family offices by aligning expectations from the start. Drawing from decades of experience in private equity and capital structuring, Dr. Powell shares why the…
When is the right time to walk away from a deal? In this episode, Dr. Thomas J Powell shares a sharp framework for founders navigating exit decisions—one rooted in his decades of capital structuring experience and lessons from hard-earned wins (and losses). Tom explains why turning down an offer often…