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The Investor Relations Podcast

Joshua Wilson
Investor Relations
IPO
Capital Markets
Family Offices
Institutional Investors
Venture Capital
Private Equity
Spacs
Investment Strategies
Networking
Capital Raising
Government Contracts
GSA Schedule
Leadership
Public Companies
Linkedin
Earnings Calls
SPAC
Special Purpose Acquisition Company
Mergers and Acquisitions

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 ar... more

PublishesDailyEpisodes193Founded2 years ago
Number of ListenersCategories
InvestingBusinessCareers

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Artwork for The Investor Relations Podcast

Latest Episodes

Sequoya Borgman, Founder and CEO of Borgman Capital and a CPA with two decades in public accounting, joins host Joshua Wilson alongside Marit Harm, Vice President of Firm Operations & Marketing, who leads the firm's investor relations. They trace Bor... more

Most VCs never touch the RIA path. Martin Garcia walked BITKRAFT straight into it — because he decided you cannot properly serve investors at the convergence of gaming and crypto without the flexibility to hold both equity and token warrants. That si... more

A young lieutenant in Afghanistan once sat next to a 40-foot shipping container packed with robots nobody asked for — a warning about what happens when defense technology outruns the warfighter's actual needs. Kevin Pavnica now uses that lesson to he... more

What if the biggest edge in capital allocation isn't information — it's understanding how the people deploying $140 trillion actually think under pressure? In this episode, Stanford's Ashby Monk admits he was skeptical of behavioral assessment tools ... more

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The Daily
The DailyThe New York Times

Recent Guests

Gary Preisser
Co-founder of Stonebriar Wealth Advisors; RIA
Stonebriar Wealth Advisors
Episode: What VCs and PE Firms Get Wrong When Pitching RIAs with Gary Preisser
Eric Ries
Author and entrepreneur known for The Lean Startup and Incorruptible
Author/Entrepreneur
Episode: Learn To Become Incorruptible with Eric Ries
Aaron Bertinetti
CEO of Computershare's Investor Engagement business in North America
Computershare
Episode: The IR Playbook Every Company Needs Before Activists Show Up — Aaron Bertinetti
Jeff Ransdell
CEO of Fuel Venture Capital
Fuel Venture Capital
Episode: How RIAs Are Reshaping the Investor Base for Pre-IPO Companies with Jeff Ransdell
Michael Stohler
Real estate investor focusing on Spain castles; founder of gatewaype.com; host of The Richer Geek podcast
Gateway Private Equity / The Richer Geek
Episode: From Multifamily to Castles in Spain: A Capital Raiser's Story — Mike Stohler
Leon Eisen
PhD in quantum physics and quantum computing, entrepreneur, founder, venture partner at NetworkVC
NetworkVC
Episode: What Investors See That Founders Don't — Inside the VC Decision Process — Leon Eisen, PhD
Morty Davis
Wall Street veteran, startup investor, author
Episode: What a 96-Year-Old Wall Street Legend Wishes Every Founder Knew — Morty Davis
Pasquale Zingarella
Founder of Invest Clearly
Invest Clearly
Episode: How Investor Reviews Are Reshaping Trust in Private Markets
Peter Wright
Founder of Intro-Act; SPAC advisor and executive with deep experience across sell-side, buy-side, and SPAC markets
Intro-Act; McKinley Acquisition Corp
Episode: Inside the SPAC Playbook: Research, Capital Strategy, and Building Real Alpha | Peter Wright

Hosts

Joshua Wilson
Host of The Investor Relations Podcast
Chris Williams
Cohost of The Investor Relations Podcast

Reviews

5.0 out of 5 stars from 4 ratings
  • Great Show

    Great Show. Love the host

    Apple Podcasts
    5
    David Jackson
    United States6 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Show provides useful, real-world capital-raising insights for IR pros.
Guests consistently bring practical fundraising tactics.
Listeners note the host's clear, actionable approach to IR.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#80
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

What VCs and PE Firms Get Wrong When Pitching RIAs with Gary Preisser
Q: What is the core shift you're advocating for in how wealth is managed beyond chasing growth?
Move from a growth-only mindset to a function-and-purpose mindset. Wealth should be managed as tools to fulfill specific life goals and cash flow needs, with investments chosen to support those purposes and liquidity requirements.
How RIAs Are Reshaping the Investor Base for Pre-IPO Companies with Jeff Ransdell
Q: Yeah. Well, let's talk about RIAs from their perspective. What do you think is their biggest misconception they have about venture capital as an asset class?
The biggest misconception is that venture capital is only risky with long durations; in reality, innovation investment is increasingly occurring in private markets, with private versions of wealth growth preceding public liquidity events.
From 14,000 Units to Launching a $100M Private Equity Fund
Q: Final question, what one piece of advice on raising money with family offices would you share?
Reinvesting distributions and income back into the portfolio, maintaining patience, and deploying capital strategically to grow the business were highlighted as core principles that translate well from a family-office setting to a PE fundraising context.
From 14,000 Units to Launching a $100M Private Equity Fund
Q: What fears did you have before you said yes to start the PE group?
There was natural trepidation about leaving the established family-office framework and raising capital in a new fund structure, but the guest emphasizes a disciplined approach, patience, and a commitment to a straightforward, investor-aligned model as mitigants to fear.
From 14,000 Units to Launching a $100M Private Equity Fund
Q: Walk us through the whys of why you're doing this.
The guest explains transitioning from managing a large family office into launching a dedicated private equity group to gain a track record, with an eye toward eventually doing an apartment fund later. The move is framed as leveraging deep real estate experience and governance bandwidth to raise a meaningful $100 million fund.

Audience Metrics

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Frequently Asked Questions About The Investor Relations Podcast

What is The Investor Relations Podcast about and what kind of topics does it cover?

A capital-markets focused show that features investors, fund managers, founders, and IR professionals sharing actionable strategies around fundraising, investor communications, SPACs, private markets, and capital-raising best practices. Episodes tend to blend practical frameworks for de-risking narratives, building investor trust, and crafting compliant, compelling IR storytelling with real-world deal examples. Notable strengths include deep-dive guest expertise (from SPACs to real estate capital formation) and a strong emphasis on transparent, relationship-driven investor relations. The format likely appeals to IR teams, investment bankers, corporate executives, and fund managers seeking tactical insights for capital raises and investor co... more

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Which podcasts are similar to The Investor Relations Podcast?

These podcasts share a similar audience with The Investor Relations Podcast:

1. All-In with Chamath, Jason, Sacks & Friedberg
2. The Daily

How many episodes of The Investor Relations Podcast are there?

The Investor Relations Podcast launched 2 years ago and published 193 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Investor Relations Podcast?

Recent guests on The Investor Relations Podcast include:

1. Gary Preisser
2. Eric Ries
3. Aaron Bertinetti
4. Jeff Ransdell
5. Michael Stohler
6. Leon Eisen
7. Morty Davis
8. Pasquale Zingarella

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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