『The Investor Relations Podcast』のカバーアート

The Investor Relations Podcast

The Investor Relations Podcast

著者: Joshua Wilson
無料で聴く

【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり

The Investor Relations Podcast is where IR professionals, investment bankers, and public company executives sharpen their edge on capital markets, regulatory compliance, and investor communication.

This show is built for Investor Relations professionals, registered investment bankers, financial advisors, and corporate executives who want to stay informed and navigate today's fast-paced financial environment with confidence.

Every episode brings in someone who has done the work — IR officers who have run the earnings call, bankers who have priced the deal, securities counsel who have drafted the disclosure — sharing actionable insight on the topics that matter most:

  • IPOs, secondary offerings, and PIPEs: how they're structured and what moves them
  • Roadshows and investor presentations that hold up to SEC scrutiny
  • Engaging retail and institutional investors while adhering to Reg FD
  • Social media in investor relations: what's permissible, and where to tread carefully
  • Earnings calls, forward-looking statements, and material disclosure
  • Shareholder activism and the challenges of modern corporate governance
  • ESG reporting: communicating environmental, social, and governance efforts effectively
  • Building investor trust and driving long-term shareholder value

WHY LISTEN

Whether you're preparing for a capital raise, leading communications for a public company, or making sure your team stays compliant, this show delivers real-world conversations and the connections to help you succeed. You'll get behind-the-scenes insight into successful capital raises, IPOs, and secondary offerings, plus a working understanding of SEC compliance, Reg FD, and FINRA rules.

ABOUT THE HOST

Joshua Wilson is a registered investment banking representative holding FINRA Series 79 and Series 63 licensure, and a licensed Florida real estate broker. He has conducted more than 2,000 interviews across the capital markets. The Investor Relations Podcast is a One Iron Network production.

WANT TO BE A GUEST?

If you manage investor relations for a public company, are guiding a team through an IPO, or help corporations navigate compliance in a highly regulated environment, we'd love to feature your expertise. It's an opportunity to showcase your knowledge, expand your professional network, and contribute to the broader conversation around transparency and trust in capital markets. Reach out at theinvestorrelationspodcast.com/contact.

Subscribe now and join a community of professionals working to improve transparency and trust in the capital markets.

DISCLAIMER

The content of this podcast is for informational and educational 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.

© 2026 The Investor Relations Podcast
個人ファイナンス 出世 就職活動 経済学
エピソード
  • Frame Control: The Psychology Behind Every Investor Conversation — Oren Klaff
    2026/09/24

    Oren Klaff says the best capital raisers can be the most dangerous ones — because a great pitch can win money for a company that never deserved it.

    Oren Klaff, bestselling author of Pitch Anything and Flip the Script and Managing Director of Intersection Capital, joins Joshua Wilson to unpack the psychology behind every investor conversation. Klaff has raised more than $500 million across 120+ private finance engagements and advised on deals topping $1 billion. He breaks down frame control, the three-part test for whether a company deserves capital, what investors are really buying, and how Theranos exposed the dark side of narrative and trust — essential listening for IR professionals managing credibility with the Street.

    What We Cover:

    • The origin story behind Pitch Anything and Flip the Script
    • Why a "good product" and a "good company" don't guarantee a "good investment"
    • The three-part test Klaff uses to evaluate a deal, using FTX as a case study
    • What the American system of finance actually rewards, and what it doesn't
    • The "financial product" investors are really buying
    • The dark side of being too good at raising capital
    • Cold outreach vs. warm relationships, and why cold pitching is the harder skill
    • How Theranos used narrative and misplaced trust to raise money from sophisticated investors
    • Why understanding your own values is the key to spotting red flags early
    • Frame control: how to command respect without demanding it

    Connect with Oren Klaff:
    Website: https://orenklaff.com
    LinkedIn: https://www.linkedin.com/in/orenklaff/
    YouTube: https://www.youtube.com/@OrenKlaffInsights

    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

    Recommended Readings and Resources:

    • Pitch Anything by Oren Klaff
    • Flip the Script by Oren Klaff

    A One Iron Network production: Executive Producer Joshua Wilson | Network Director Trisha Goddard

    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/

    続きを読む 一部表示
    55 分
  • 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/

    続きを読む 一部表示
    39 分
  • 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/

    続きを読む 一部表示
    44 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません