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The Investor Relations Podcast

The Investor Relations Podcast

著者： 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.

© 2026 The Investor Relations Podcast 個人ファイナンス 出世 就職活動 経済学
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  • Lower Middle Market Buyouts and the Art of Investor Communications with Sequoya Borgman & Marit Harm

    Lower Middle Market Buyouts and the Art of Investor Communications with Sequoya Borgman & Marit Harm
    2026/07/15

    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 Borgman Capital's evolution from a first deal backed by 28 investors to a 500-strong network of family offices, institutions, and high-net-worth individuals — built deal by deal through the independent sponsor model, Reg D offerings, and investor communications built on one principle: over-communicate.

    What We Cover

    • Leaving a Big Four partnership for lower middle market buyouts — and surviving a first deal that fell apart under LOI
    • Why Borgman Capital skipped the traditional fund and went deal by deal as an independent sponsor
    • How an investment banker's quip became PassTheHat.com, the firm's investor platform
    • Segmenting communications for retail, IRA, family office, and institutional investors
    • The buy box: family and founder businesses with long-term, legacy-preserving holds
    • The seller value proposition versus ESOPs and flip-oriented buyers
    • The annual investor summit at the Harley-Davidson Museum in Milwaukee
    • Crisis communications: turning quarterly updates into weekly emails during COVID
    • Why referrals grow an investor network organically

    Connect with Sequoya Borgman
    Website: borgmancapital.com
    LinkedIn: linkedin.com/in/sequoya-borgman-8a6057a

    Connect with Marit Harm
    LinkedIn: linkedin.com/in/maritharm

    Recommended Resources
    Acquired (podcast)
    All-In Podcast
    PassTheHat.com

    About the show
    The Investor Relations Podcast is produced by One Iron Network. Learn more at oneironnetwork.com.

    Follow The Investor Relations Podcast
    Website: theinvestorrelationspodcast.com
    LinkedIn: linkedin.com/company/the-investor-relations-podcast
    YouTube: youtube.com/@TheInvestorRelationsPodcast

    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/
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    39 分
  • Optimizing for the Investor: Why This VC Became an RIA with Martin Garcia

    Optimizing for the Investor: Why This VC Became an RIA with Martin Garcia
    2026/07/08

    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 single structural choice reframes what investor relations actually means: optimizing the fund itself around the people whose capital you steward.

    In this episode, Martin Garcia — General Partner, Operating Partner, and CFO at BITKRAFT Ventures — joins host Joshua Wilson to unpack investor relations from both sides of the table. A former LP turned operating partner, Martin brings a fiduciary-first lens shaped by stints at Sozo Ventures, Accuracy, and PwC, plus an MBA from Chicago Booth. The conversation covers global sourcing arbitrage, radical LP transparency, non-dilutive user-acquisition financing, and why fund structure is itself an investor relations strategy for the public and private capital allocators who make up today's evolving shareholder base.

    What We Cover:

    • Why sitting on both sides of the table sharpens the LP relationship
    • The fiduciary mindset: treating LP capital as if it were your own
    • How a global remit creates sourcing arbitrage a domestic-only fund cannot match
    • The real cost of becoming an RIA — and why BITKRAFT did it anyway
    • Equity vs. token warrants: structuring to optimize for the investor
    • Radical transparency with LPs, including the write-downs and failed pivots
    • Non-dilutive user-acquisition financing and quantitative underwriting
    • Venture vs. private credit: two investor conversations, one fiduciary standard
    • Why India and Africa sit at the center of the global digital-entertainment thesis
    • Interest vs. fit: the mindset that separates venture operators from enterprise builders

    Connect with Martin Garcia:
    LinkedIn linkedin.com/in/martin-garcia-0a01004
    Company BITKRAFT.vc

    About the show:
    The Investor Relations Podcast is produced by One Iron Network. Learn more at oneironnetwork.com.

    Follow The Investor Relations Podcast:
    Website theinvestorrelationspodcast.com
    LinkedIn linkedin.com/company/the-investor-relations-podcast
    YouTube youtube.com/@TheInvestorRelationsPodcast

    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/
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    44 分
  • Allocators and Warfighters: From the Cap Table to the Battlefield with Kevin Pavnica

    Allocators and Warfighters: From the Cap Table to the Battlefield with Kevin Pavnica
    2026/07/03

    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 help capital allocators avoid funding the next container of unused tech.

    Kevin Pavnica, partner at Blackrock Strategy and a U.S. Army veteran of the elite Asymmetric Warfare Group who still serves as a Major in the Indiana Army National Guard, joins host Joshua Wilson to translate the defense world for family offices and institutional investors. Kevin unpacks "modeling the middle" — the bureaucratic valley of death where promising technology dies — and explains why a contract that signals political movement can generate zero revenue. It's a practitioner's guide to traction quality, product-market fit, and mission alignment when the buyer is the Pentagon.

    What We Cover:
    ⚔️ Asymmetric warfare and strategic overmatch, translated for business
    🎯 "Modeling the middle" — mapping risk through the bureaucracy
    💀 The valley of death and why great tech never reaches the field
    📄 Contract stickiness vs. real revenue when evaluating traction
    🏭 Manufacturing readiness and contract pathway as diligence signals
    🤝 Why mission alignment beats investor-oriented product design
    🔒 Clearances, security, and the "Deliver Uncompromised" paradigm
    📚 Where to look: DoDI 5000 series, service signals, and Normal Accidents

    Connect with Kevin Pavnica:
    Website blackrockstrategy.com
    LinkedIn linkedin.com/in/kevin-pavnica

    Special thanks to Jesse Pimental and team for the strategy and capability building prior to the creation and publication of this episode

    Connect with Jesse: https://www.linkedin.com/in/jesse-pimental-a4b43a45/

    About the show:
    The Investor Relations Podcast is produced by One Iron Network. Learn more at oneironnetwork.com.

    Follow The Investor Relations Podcast:
    Website theinvestorrelationspodcast.com
    LinkedIn linkedin.com/company/the-investor-relations-podcast
    YouTube youtube.com/@TheInvestorRelationsPodcast

    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/
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    47 分
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