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  • What Is OpenVC and Who Is It Designed For?
    2025/07/02

    Connecting Tech Founders with Early Stage Investors: An Overview of OpenVC

    Explore how OpenVC helps tech founders—whether in SaaS or biotech—connect with early stage investors. Learn about this online platform designed to streamline the process of finding active investors ready to fund initial or seed rounds.

    00:00 Introduction to OpenVC

    00:09 What is OpenVC?

    00:11 Purpose and Audience of OpenVC

    00:16 How OpenVC Works

    00:26 Finding Investors on OpenVC

    Disclaimer: 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.

    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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    1 分
  • Leveraging Boards for Corporate Growth and Success
    2025/07/02

    Maximizing the Impact of Your Board of Directors

    Discover the best practices for forming and leveraging a board of directors in a publicly traded company. Learn why having activist investors with a deep understanding of the business can be beneficial, and understand the importance of including members with industry experience, customer pipeline expansion abilities, and financial expertise.

    Gain insights on how the right board members can help manage and grow your company responsibly.

    Disclaimer: 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.

    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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    2 分
  • What Key Characteristics Make an Effective Fundraiser or IR Associate?
    2025/06/30

    Key Characteristics of Successful Fundraisers and IR Associates

    In the ever-changing market landscape, being an effective fundraiser or IR associate boils down to a few key traits. 🌟

    According to insights shared by industry expert Brian McKelvey, here are the top three characteristics that can set you apart:

    1. Persistence: Navigate market fluctuations with resilience.
    2. Clear Communication: Articulate investment ideas effectively.
    3. Consistency: Build trust through reliable follow-ups.

    Explore more about how these traits can be honed over time in our recent conversation featuring Josh Wilson and Brian McKelvey.

    Join the discussion and share your thoughts! 💬 #Fundraising #InvestorRelations #CareerDevelopment

    Disclaimer: 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.

    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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    1 分
  • How Can Event Driven Data Enhance Investor Relations?
    2025/06/27

    The Critical Role of Event Driven Data in Investor Relations

    In this insightful discussion with Nick, we dive into the importance of event driven data in the world of investor relations. From IPOs and M&As to bankruptcies and activist engagements, these events significantly shape investor sentiment and market positioning.

    Learn how monitoring these signals helps IR teams tailor their messaging, proactively address investor concerns, and frame corporate strategy. Discover the impact of AI and biotech IPOs and how IR professionals can steer the narrative effectively.

    Disclaimer: 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.

    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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    1 分
  • What are Some Resume Red Flags?
    2025/06/25

    Navigating Job Turnover and Presenting a Strong Resume

    This episode addresses the importance of understanding and evaluating recent job turnover. It highlights the need for hiring managers to consider candidates' long-term tenure at past positions and advises candidates on how to explain frequent job changes.

    The video also underscores the significance of maintaining legitimate and verifiable work experiences when not in a corporate role.

    Disclaimer: 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.

    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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    1 分
  • Balancing Founder Passion and Reason
    2025/06/24

    Finding and Sustaining Motivation as a Founder

    This episode delves into the challenges of maintaining motivation as a startup founder. The discussion emphasizes the importance of choosing a project that aligns with personal beliefs and industry experience.

    It explores strategies for sustaining motivation through attainable milestones and ensuring financial sustainability.

    Paul Graham’s concept of being “default alive” comes up — a reminder that founders shouldn’t launch a venture that only survives if investors show up.

    Disclaimer: 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.

    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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    3 分
  • Understanding Buy Side vs. Sell Side
    2025/06/20

    Understanding Buy Side vs. Sell Side

    This episode explains the distinction between the buy side and sell side in the financial industry. It covers the roles of investment banks, brokerage firms, and analysts on the sell side, whose goal is to sell stocks.

    On the buy side, it includes institutional investors like Fidelity, Wellington, and hedge funds whose objective is to manage and invest large sums of money.

    Disclaimer: 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.

    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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    1 分
  • Key Learning Experiences for an IR Professional
    2025/06/19

    Navigating Investor Relations: Key Learning Experiences

    In this episode, we explore the crucial learning experiences of an Investor Relations (IR) professional working with mid to large-cap companies.

    The discussion delves into the importance of understanding financial statements, communicating effectively with different investors, and the necessity of providing accurate and truthful information. The guest shares insights on learning the 'language' of finance and acknowledges the support of internal finance teams in mastering the complexities of the role.

    Disclaimer: 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.

    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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    1 分