Podcast Series
Joshua Wilson
Podcast Host ?? | Registered Investment Banking Representative | Advisor to Family Offices & Institutional Investors | ??Topics: Direct & At The Market (ATM) Offerings | Debt | ELOCs | IPOs | SPACs | Investor Relations
The Investor Relations Podcast
Podcast Description:
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.
Our Audience
Ideal Audience Members for The Investor Relations Podcast
1. Investor Relations Professionals
? Who They Are: IR officers, directors, and managers at public companies or agencies managing investor communications.
? Why They’re Interested: They want actionable insights on shareholder engagement, roadshows, and managing investor expectations.
2. CFOs and CEOs of Public or Growth-Stage Companies
? Who They Are: Executives leading capital strategy, IPO preparations, and investor relations initiatives.
? Why They’re Interested: They are looking to improve communication with investors, navigate public markets, and learn from the experiences of other executives.
3. Compliance Professionals and Securities Attorneys
? Who They Are: Legal and compliance professionals ensuring adherence to SEC, FINRA, and other regulatory requirements.
? Why They’re Interested: They are focused on staying updated on compliance best practices, managing disclosures, and avoiding regulatory pitfalls.
4. Investment Bankers and Financial Advisors
? Who They Are: Professionals facilitating IPOs, PIPEs, secondary offerings, and other capital market transactions.
? Why They’re Interested: They want to learn about market trends, deal structuring, and effective investor communication strategies.
5. Analysts and Fund Managers
? Who They Are: Institutional and retail investors or analysts researching public companies and their performance.
? Why They’re Interested: They want to better understand how companies communicate, market expectations, and strategies for long-term growth.
6. IR Agency Principals
? Who They Are: Leaders of agencies offering outsourced investor relations services to public companies.
? Why They’re Interested: They are looking to stay informed on industry trends and provide their clients with cutting-edge strategies.
7. Board Members of Public Companies
? Who They Are: Directors who influence corporate governance, capital strategy, and investor relations decisions.
? Why They’re Interested: They want to align board strategies with investor expectations and learn how peers navigate governance challenges.
8. Private Equity and Venture Capital Professionals
? Who They Are: Investors preparing portfolio companies for IPOs, exits, or other significant milestones.
? Why They’re Interested: They are interested in strategies for scaling businesses, raising capital, and transitioning to public markets.
9. Former Regulators and Industry Leaders
? Who They Are: Professionals with experience at the SEC, FINRA, or other regulatory bodies.
? Why They’re Interested: They want to contribute to conversations about compliance, governance, and evolving industry standards.
10. Retail and Institutional Investors
? Who They Are: Active investors interested in understanding the financial strategies and communication methods of public companies.
? Why They’re Interested: They want insights into how companies communicate value and build long-term trust with shareholders.
Investor Relations Questions:
Investor relations is a constantly evolving field, requiring professionals to stay sharp, informed, and ready to adapt to changing market conditions, regulations, and investor expectations.
As part of our effort to create valuable content for IR professionals, We’ve compiled a list of potential short form questions that IR teams frequently face. These cover everything from IPO readiness, earnings calls, and shareholder engagement to regulatory compliance and reporting.
But I’m sure there are more questions out there that I missed—this is where you come in!
How You Can Contribute
1. Add questions I missed: If you’re an IR professional and feel I left out some critical questions, please share them in the comments.
2. Answer a question: If you have great answers or insights to any of these questions, I’d love for you to add them in the comments or send me a direct message if you'd like to be on the podcast.
Be Part of Our New Podcast
Our podcast show is focused on investor relations. The goal is to spotlight IR professionals, their experiences, and best practices while creating a strong network in the field.
If you’re involved in investor relations for public companies or working on IPOs, I’d love to hear from you. Feel free to send me a direct message if you’re interested in being a guest or learning more about the show.
Looking forward to your thoughts, questions, and insights! Let’s keep the dialogue going.
Investor Relations FAQ's
1. What is investor relations (IR)? Sample YouTube Short Below
2. What are investor roadshows like?
3. Who typically handles investor relations in a company?
4. What is a private offering?
5. What’s the difference between investor relations and public relations?
6. How does investor relations support a capital raise?
7. What is an IPO?
With Lou Taubman
8. What are key IR tasks during an IPO?
9. What is a roadshow?
10. How do you maintain investor confidence during a capital raise?
11. What is an ATM?
12. How often should companies communicate with investors?
13. What’s the purpose of an earnings call?
14. What is an 8-K filing?
15. What’s the difference between GAAP and non-GAAP financials?
16. What is Reg FD?
17. What is a proxy statement?
18. What is a Form 10-K?
19. What is a Form 10-Q?
20. What is insider trading?
21. How do you handle negative news in investor relations?
22. What makes an effective investor presentation?
23. What’s the best way to communicate with retail investors?
24. How do you engage with institutional investors?
25. What is shareholder activism?
26. How do you prepare for an annual general meeting (AGM)?
27. What is market capitalization?
28. What is EBITDA?
29. What is free cash flow (FCF)?
30. What is return on equity (ROE)?
31. What’s the difference between institutional and retail investors?
32. What is a family office?
33. How do you engage with institutional investors?
34. What is shareholder dilution?
领英推荐
35. What’s the role of an analyst in investor relations?
36. What is a secondary offering?
37. How do public companies raise capital?
38. What is a PIPE (Private Investment in Public Equity)?
39. What are common investor relations KPIs?
40. How can IR professionals manage investor expectations?
41. What is the role of sell-side analysts?
42. How do you build a strong investor base?
43. What is the difference between preferred and common stock?
44. How do share buybacks impact investors?
45. What is dividend yield?
46. How do companies announce dividends?
47. What is shareholder equity?
48. How do companies communicate major corporate actions?
49. What are the common types of corporate actions?
50. What is a stock split?
51. What is a reverse stock split?
52. How do mergers and acquisitions affect investor relations?
53. What is the role of IR during an acquisition?
54. What is an earnings release?
55. What is an investor roadshow deck?
56. How do companies manage quarterly earnings expectations?
57. What are the key elements of an annual report?
58. How do you handle media inquiries as an IR professional?
59. What is the role of a transfer agent in investor relations?
60. How do you identify key shareholders?
61. What is the difference between passive and active investors?
62. How can companies improve their shareholder engagement?
63. How do you manage shareholder feedback?
64. How do proxy advisory firms influence investor relations?
65. What is environmental, social, and governance (ESG) reporting?
66. How do companies report ESG performance?
67. How do activist investors influence company strategy?
68. What is a shareholder resolution?
69. How do you manage investor Q&A during earnings calls?
70. How do IR teams track market sentiment?
71. What is a shareholder register?
72. How do companies attract long-term investors?
73. What is a dual-class share structure?
74. How does dual-class stock affect investors?
75. What is an ADR (American Depositary Receipt)?
76. How do foreign companies list on U.S. exchanges?
77. What is Sarbanes-Oxley (SOX) compliance?
78. How do IR teams ensure SOX compliance?
79. What is a quiet period?
80. How do companies handle quiet periods?
81. What is Regulation S-K?
82. How does Regulation S-K impact disclosures?
83. What are blackout periods?
84. How do companies manage insider trading policies?
85. What is fair disclosure in investor relations?
86. How do you measure the success of an IR program?
87. What is investor targeting?
88. How do you target potential investors?
89. What is the role of IR in corporate governance?
90. How do companies manage shareholder proposals?
91. How do IR teams use financial media?
92. What is market intelligence in investor relations?
93. How do you gather investor feedback?
94. What is the role of IR in crisis communication?
95. How do IR professionals manage market rumors?
96. How do companies disclose material events?
97. What is the importance of financial guidance?
98. How do companies update their financial guidance?
99. What are best practices for investor engagement?
100. What is an Underwriting Agreement?
#InvestorRelations #IPO #PublicCompanies #IRProfessionals #CapitalMarkets #Podcast
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1 个月Great Questions Josh! Here are some others for your list! Joshua Wilson Jennifer K. Zimmons, Ph.D. - What is the importance of the investor relations section of a company website? - Why should it be maintained and updated? And how often? - What information should go there? - How should “soft information” be presented if it is not material enough to be a press release?
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1 个月You can find many that are in the investor relations sector on Podmatch. I was a guest in over 225 podcasts over the last 18 months and all were different from Podmatch. Join yourself with the best podcasters in the industry. https://www.podmatch.com/?ref=1688398400426x384884745837532700