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The Investor Relations Podcast

The Investor Relations Podcast

By: Joshua Wilson
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Podcast Description: The Investor Relations Podcast


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.


Welcome to The Investor Relations Podcast, where we explore the complex and fascinating world of capital markets, regulatory compliance, and investor communication. This show is designed for Investor Relations professionals, registered investment bankers, financial advisors, and corporate executives who want to sharpen their skills, stay informed, and navigate today’s fast-paced financial environment with confidence.


Each episode features industry leaders sharing actionable insights and experiences on topics critical to investor relations, including:

•Learn about the details of IPOs, secondary offerings, and PIPEs.

•Best practices for roadshows and crafting investor presentations that comply with SEC regulations.

•How to engage with retail and institutional investors while adhering to Reg FD.

•The role of social media in investor relations: What’s permissible, and where to tread carefully.

•Key strategies for handling earnings calls, forward-looking statements, and material disclosures.

•Managing shareholder activism and navigating the challenges of modern corporate governance.

•Reporting: How to communicate environmental, social, and governance efforts effectively.


Why Listen?


Whether you’re preparing for a capital raise, leading communications for a public company, or ensuring your team remains compliant, this show provides real-world conversations and valuable connections to help you succeed.


Ideal Guest: Are you a professional managing investor relations for a public company, guiding a team through an IPO, or helping corporations navigate compliance in a highly regulated environment? If so, we’d love to feature your expertise. This is an opportunity to showcase your knowledge, expand your professional network, and contribute to the broader conversation around transparency and trust in capital markets.


What’s In It for You?

•Gain actionable strategies for engaging and communicating with investors.

•Understand the nuances of SEC compliance, Reg FD, and FINRA rules.

•Learn how to build investor trust and drive long-term shareholder value.

•Get behind-the-scenes insights into successful capital raises, IPOs, and secondary offerings.

•Be part of a community of professionals dedicated to improving transparency and effectiveness in investor relations.



Whether you’re an IR professional, investment banker, or financial advisor, The Investor Relations Podcast delivers the insights, strategies, and connections you need to excel in the world of capital markets.


Subscribe now and be part of the conversation shaping the future of investor relations. If you’re interested in being a guest, send us a direct message to share your expertise and join our growing network of professionals.

© 2025 The Investor Relations Podcast
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Episodes
  • How Great Leaders Lead Investor Calls
    May 29 2025

    How do great leaders conduct investor calls? They focus on three key elements: embracing change, exuding confidence, and fostering clarity. 🌟

    Join Jim Keyes as he shares valuable insights on leading with impact and effectively engaging the investment community. Whether you're in the boardroom or on the stage, mastering these principles can help drive success and build trust.

    Leadership #InvestorRelations #BusinessSuccess #ChangeManagement #Confidence #Clarity

    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.

    Let's Connect On LinkedIn:

    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:

    https://www.theinvestorrelationspodcast.com/contact/

    Show more Show less
    1 min
  • How Can IR Professionals Effectively Track M&A Activity
    May 28 2025

    Elevate Your M&A Insights with Advanced Tools!

    In the fast-paced world of mergers and acquisitions, staying informed is crucial. IR professionals, wouldn't it be beneficial to have all the industry updates consolidated in one place? 🤔

    Our latest discussion with industry experts Josh Wilson and Nick Gershenhorn reveals how cutting-edge tools are revolutionizing the way IR professionals track M&A activity. From understanding market signals to recalibrating your messaging strategies, the right tools give you an edge over the competition. 🏆

    Discover how you can streamline your processes, gain comprehensive insights, and stay ahead in the game. Check out the full conversation to learn more!

    IRProfessional #MergersAndAcquisitions #IndustryInsights #MarketTrends #ProfessionalGrowth


    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.

    Let's Connect On LinkedIn:

    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:

    https://www.theinvestorrelationspodcast.com/contact/

    Show more Show less
    1 min
  • How is Success Measured for Investor Relations Professionals?
    May 27 2025

    Measuring Success in Investor Relations: Quantitative vs. Qualitative Metrics

    In this episode, Ben discusses the two-fold approach to measuring success in his dynamic job.

    He emphasizes the importance of both quantitative metrics, such as stock performance and new investor acquisition, and qualitative measures, like the strength and quality of relationships with investors. Ben highlights that, while numbers are critical, the core of success in Investor Relations lies in building and maintaining strong, healthy relationships with stakeholders.

    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.

    Let's Connect On LinkedIn:

    https://www.linkedin.com/in/joshuabrucewilson/

    To Contact Us, Please Visit:

    https://www.theinvestorrelationspodcast.com/contact/

    Show more Show less
    1 min
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