Welcome to The Investor Relations Podcast

Videos

March 6, 2025

The Best Strategies for Defining ROI on LinkedIn for Business Leaders

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…

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March 5, 2025

What is an RFQ?

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…

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March 5, 2025

Best Practices for Successful Investor Roadshows

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…

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March 3, 2025

Tips for Public CEOs to Share Press Releases Effectively

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…

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Feb. 26, 2025

The Best Practices for Effective Follow-Up in Investor Relations

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…

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Feb. 24, 2025

What Is An RFP? Request For Proposal: Government Contracting 101

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…

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Feb. 24, 2025

Government Contracts and Investor Relations

Automatically Transcribed With Podsqueeze 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…

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Feb. 20, 2025

How To Prepare for Investor Meetings and Roadshows

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…

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Feb. 19, 2025

Can CEOs Balance Personal and Professional Content on LinkedIn?

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-farbman the respondent, emphasizes the importance of authenticity and suggests that CEOs should mix personal anecdotes with corporate updates. He…

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Feb. 18, 2025

LinkedIn Tips for CEOs and Investor Relations Professionals

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…

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Feb. 13, 2025

What does it mean to be a reporting company?

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…

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Feb. 12, 2025

The Role of Executives in Corporate Social Media

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…

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Feb. 10, 2025

Can Entrepreneurs Become Great Investors

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,…

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Feb. 10, 2025

Make Your Investor Relations Stand Out in a Noisy Market

...."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…

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Feb. 8, 2025

What is an S-3?

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…

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Feb. 7, 2025

What is a national securities exchange?

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…

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Feb. 7, 2025

From Coconut Water to Ground Force Capital

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…

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Feb. 6, 2025

What is a follow-on offering?

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…

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Feb. 5, 2025

How To Spot a Winning Founder

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…

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Feb. 5, 2025

What CEOs of Public Companies Have In Common

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 those different interviews? Seth Farbman 00:00:13 Yeah, that's actually a great question.…

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Feb. 5, 2025

What is a 10-K?

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 both a financial and an operations and business…

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Feb. 4, 2025

Private Equity OR Family Offices

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 20 years. And that's…

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Feb. 3, 2025

What is an underwriting agreement?

"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, share quantity, and timelines, ensuring transparency and due diligence. This document is crucial for the success of public…

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Feb. 3, 2025

Family Office Impact Investing

- Concept of a "north star" as a guiding principle in life. - Intersection of prosperity and purpose in personal and professional pursuits. - The balance between financial success and making a positive impact. - Importance of aligning personal values with professional goals. - Examples of notable entrepreneurs and their…

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