Welcome to The Investor Relations Podcast
The Investor Relations Podcast
The Investor Relations Podcast
The Investor Relations Podcast is where IR professionals, investment bankers, and public company executives sharpen their edge on capital markets, regulatory compliance, and investor communication. Every episode brings in someone who has done the work — IR officers who have run the earnings call, bankers who have priced the deal, securities counsel who have drafted the disclosure — sharing actionable insight on: • IPOs, secondary offerings, and PIPEs • Roadshows and investor presentations that hold up to SEC scrutiny • Engaging retail and institutional investors while adhering to Reg FD • Social media in investor relations: what's permissible, and where to tread carefully • Earnings calls, forward-looking statements, and material disclosure • Shareholder activism and modern corporate governance • ESG reporting and communicating those efforts effectively • Building investor trust and driving long-term shareholder value Whether you're preparing for a capital raise, leading communications for a public company, or making sure your team stays compliant, this show delivers real-world conversations and the connections to help you succeed. Hosted by Joshua Wilson, a registered investment banking representative holding FINRA Series 79 and Series 63 licensure and a licensed Florida real estate broker, with more than 2,000 interviews across the capital markets. A One Iron Network production. Interested in joining as a guest? Reach out at theinvestorrelationspodcast.com/contact. This podcast is for informational and educational purposes only and is not legal, financial, or compliance advice. Views expressed by the host and guests are their own and do not reflect the positions of any regulatory agency, organization, or employer. Consult your own compliance, legal, or financial advisors regarding SEC, FINRA, and other applicable requirements. Nothing here constitutes a solicitation or recommendation for any financial product or service.
March 17, 2025

What is the Investor Relations Role in an IPO

Key Investor Relations Roles in Preparing for an IPO or Roadshow

This episode explores the crucial roles investor relations play when preparing for an IPO or roadshow. Key responsibilities include developing a compelling investment narrative that encompasses the company's business model, revenue strategies, market opportunities, and growth prospects.

Additionally, creating an impactful roadshow deck that visualizes this narrative is essential. Finally, coaching management on delivering the story effectively to potential investors is emphasized as a critical factor for success.

Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.

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David Calusdian Profile Photo

David Calusdian, President
Sharon Merrill Advisors
David is an accomplished communicator with more than 30 years of experience in advising and coaching clients through critical communications events. He has a proven track record of working with CEOs, CFOs and boards of directors to maximize stakeholder value, strengthen relationships and build credibility. He offers expert guidance in investor relations and communications at a strategic level to clients, covering a range of special situations such as IPOs, executive transitions, guidance revisions and M&A, among others. David graduated from Emerson College with B.S. and M.A. degrees in Communications.
David teaches clients how to communicate effectively through written and spoken language, as well as how to harness the power of the unspoken word—body language. An acknowledged authority on executive presentation coaching and strategic messaging, he excels in preparing management teams for investor interactions. He is regarded as an expert in developing executive presence and dynamic communication skills for the C-suite and board members.

David’s passions are swimming, biking and running. He is an Ironman triathlete.