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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 Career Success Economics Personal Finance
Episodes
  • Biotech & Life Sciences Investor Relations

    Biotech & Life Sciences Investor Relations
    Aug 30 2025

    In this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, shares his perspective on what makes investor relations effective in the fast-moving world of life sciences. Drawing from his experience at the intersection of biotech investing, clinical trials, and family office strategy, Michael explains how companies can strengthen relationships with investors and avoid common pitfalls.

    The conversation explores why biotech companies must prioritize consistent communication, transparency, and brand awareness to stand out in a crowded field. Michael also highlights the importance of tailoring outreach to specialized investors instead of taking a broad “spray and pray” approach. For executives, IR officers, and capital markets professionals, this discussion provides actionable insights into building credibility, trust, and long-term partnerships within biotech and life sciences.

    Connect with the Guest

    • Company: https://www.poccap.com

    • LinkedIn: https://www.linkedin.com/in/mikeloftusclinicaltrials/

    • Podcast profile: View all of their episodes here

    Connect with the Host

    • Joshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/

    • The Investor Relations Podcast YouTube channel: https://www.youtube.com/@TheInvestorRelationsPodcast

    #InvestorRelations #Biotech #LifeSciences #CapitalMarkets #FamilyOffice #ShareholderEngagement

    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. 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 should consult their own legal counsel, compliance teams, 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
  • Building Lifelong Investor Relationships with Family Offices

    Building Lifelong Investor Relationships with Family Offices
    Aug 11 2025

    What’s the secret to building long-term capital partnerships with family offices? In this episode of The Investor Relations Podcast, host Joshua Wilson is joined by Dr. Thomas J Powell, Founder of The Founder’s Office™, to explore the mindset and practices that foster lifelong investor trust.

    Dr. Powell explains why the first investment is just the beginning of the relationship—and how transparent communication during both growth and turbulence separates short-term managers from lasting leaders. Drawing from over 30 years of experience managing capital strategies and investor relationships, Tom shares insights on how to handle challenges, raise follow-on capital, and navigate economic downturns without losing credibility.

    🔗 Guest CTA – Connect with Dr. Thomas J Powell
    Learn more about his work at The Founder’s Office™: https://www.founders-office.com/
    Watch The Powell Perspective Podcast: https://www.youtube.com/@ThePowellPerspectivePodcast

    🔗 Explore more episodes or connect with us below
    🎙 The Investor Relations Podcast Website: https://www.theinvestorrelationspodcast.com
    📺 YouTube Channel: https://www.youtube.com/@TheInvestorRelationsPodcast
    🔗 LinkedIn Page: https://www.linkedin.com/company/theinvestorrelationspodcast
    📩 For guest inquiries, strategic partnerships, or media requests: https://www.theinvestorrelationspodcast.com/contact/

    👤 Hosted by Joshua Wilson
    LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/
    Website: https://www.joshuabrucewilson.com

    #InvestorRelations #FamilyOffice #CapitalRaising #InvestorCommunication #FoundersOffice #PrivateEquity #IRStrategy

    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. 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 should consult their own legal counsel, compliance teams, 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
  • What Licenses Does a Family Office CIO Need?

    What Licenses Does a Family Office CIO Need?
    Aug 4 2025

    In this episode of The Investor Relations Podcast, host Joshua Bruce Wilson asks Brian Adams what kind of licenses — if any — a Chief Investment Officer needs to operate within a family office.

    Brian explains that many family offices operate under the family office exemption, meaning they are not required to register as an RIA or broker-dealer. As a result, CIOs in these settings often do not carry securities licenses. Instead, families typically look for professionals with a tax or legal background — such as a CPA, JD, or LLM — especially when the role ties back to managing taxable wealth at the individual or family level.

    For senior-level roles, Brian emphasizes the growing importance of relationship capital. Families increasingly value CIOs with deep networks and access to exclusive private co-investment opportunities, sometimes even more than traditional licensure or credentials.

    —

    🎧 Full guest profile: https://www.theinvestorrelationspodcast.com/guests/brian-adams/
    📺 More episodes: https://www.youtube.com/@theinvestorrelationspodcast
    🌐 Show website: https://www.theinvestorrelationspodcast.com/
    🔗 Host LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/

    #FamilyOffices #InvestorRelations #CIOInsights #CapitalDeployment #PrivateEquity

    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. 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 should consult their own legal counsel, compliance teams, 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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