Melhores podcasts sobre Investor Relations (2025)

1
The Best Practices for Effective Follow-Up in Investor Relations 1:24

4d ago1:24

1:24

In this podcast episode, the discussion centers on the critical role of follow-up in investor relations, particularly after roadshows. Josh inquires about its importance, while Jennifer elaborates on the necessity of timely follow-up to demonstrate respect for investors' time and to maintain efficiency and transparency. Effective follow-up, as emph…

1
Episode 40: Siddarth Chand Lall - A Fund Manager's Perspective on IR Communications in the UK 44:00

13d ago44:00

44:00

£20 billion is the estimated outflow from of UK equities in the last three to four years, with almost half originating from small-mid cap equities. So, what separates companies that retain investor confidence and interest vs. those that don’t? The Right Guidance and Communication Strategy to Weather the Storm UK fund managers have been kept very bu…

1
What Is An RFP? Request For Proposal: Government Contracting 101 1:05

5d ago1:05

1:05

Josh 00:00:00 So, Nicolas, you know, these investor relations companies are working with these issuers and they're looking to get government contracts. And the question comes up, what is an RFP? Why don't you share? What the heck is an RFP? Nicholas 00:00:14 Yeah. So government contracting 101 an RFP stands for request for proposal. This is when th…

1
Government Contracts and Investor Relations 0:53

6d ago0:53

0:53

Josh 00:00:00 So, Nick, in all of your experience working with government contracts, how does government contracts fit into the world of investor relations and how do they kind of play together? Nick 00:00:11 Yeah, well, most public companies are always looking for traction that they can show investors. And one of the easiest ways to show traction …

1
How To Prepare for Investor Meetings and Roadshows 1:19

10d ago1:19

1:19

Josh 00:00:00 So when it comes to investor relations and helping public companies prepare to go on a roadshow or a or an investor meeting, what is your secret sauce when it comes to helping prepare those public CEOs to meet with these investor groups or these roadshows? Jennifer 00:00:16 I think it all boils down to organization on part of the inve…

1
Can CEOs Balance Personal and Professional Content on LinkedIn? 1:13

11d ago1:13

1:13

In this podcast episode, the discussion centers on social media strategy for CEOs, particularly on LinkedIn. Josh inquires about how CEOs can balance personal and professional content in their posts. Seth, the respondent, emphasizes the importance of authenticity and suggests that CEOs should mix personal anecdotes with corporate updates. He advise…

1
LinkedIn Tips for CEOs and Investor Relations Professionals 1:30

12d ago1:30

1:30

In this podcast episode, the host engages with Seth, a social media strategy professional, to discuss optimizing LinkedIn profiles for executives and companies. Seth emphasizes the importance of a dynamic banner featuring key information like the company's ticker symbol. He also advises regular content posting to maintain audience engagement, stres…

1
What does it mean to be a reporting company? 0:51

17d ago0:51

0:51

What does it mean to be a reporting company Well a reporting company is a class of companies that have stock registered under the Securities Exchange Act of 1934 These companies file 10-Ks 10-Qs and current reports on form 8 K It is possible to be publicly traded and not be a reporting company although it's become rarer and rarer these days Most co…

1
The Role of Executives in Corporate Social Media 1:12

18d ago1:12

1:12

Seth Farbman I think it's more of a lack of just focus on it, and it could be something as silly as, you know, you and I meet at a conference. First thing I'm going to do is Google your name. I don't even have the patience very often to go to the website about us, who we are. I've already, like, gotten bored. I'm just going to Google your name and …

1
What is an S-3? 0:35

19d ago0:35

0:35

What is an S 3 An S 3 is a short form registration as opposed to an S one which is a long form registration statement Companies once they've been public for 12 months and are on a national securities exchange are eligible to use a short form registration This is a much easier more user friendly form that companies can use at lower expense to raise …

1
Can Entrepreneurs Become Great Investors 0:50

20d ago0:50

0:50

And I'll tell you why. This has been fascinating in my journey from an entrepreneur to investor. I've come to realize why so few great entrepreneurs become great investors and and because and in many ways, it's taken me. It took me about five years to sort of, you know, train the the entrepreneur out of me. One of the main reasons is because I'm an…

1
Make Your Investor Relations Stand Out in a Noisy Market 1:38

20d ago1:38

1:38

...."If a tree falls in a forest and nobody puts it on LinkedIn, did it really happen?" Josh Wilson 00:00:00 What do you think in the world of investor relations? What is the most critical piece for a public company? Once they're once they're public? What do you think is so important, especially maybe pushing through the LinkedIn audience? Seth Far…

1
What is a national securities exchange? 0:55

23d ago0:55

0:55

What is a national securities exchange A national securities exchange or market are the primary places where securities are traded in the United States The 2 most commonly referred to are the NASDAQ and the New York Stock Exchange And then they have various tiers within them It's important to distinguish a national securities exchange from a market…

1
From Coconut Water to Ground Force Capital 0:58

23d ago0:58

0:58

After my corporate career. My first sort of brand after a couple failed ventures was Zico coconut water. And I'll come kind of circle back to that. But I started that, built that, and then sold that to Coca-Cola at the end of 2013. And then I became an active angel investor and eventually started an investment firm, first called Power Plant, where …

1
What is a follow-on offering? 0:34

24d ago0:34

0:34

What is a follow-on offering A follow-on offering is an offering that occurs after a company is already public You've already done your initial public offering and now you want to sell more shares to the public raise more capital for your company So any offering that takes place following an initial public offering and usually follow-on offerings a…

1
How To Spot a Winning Founder 0:57

25d ago0:57

0:57

But what I love is every once in a while you come across that entrepreneur that just says, you know what? I think I'm going to be the exception, but I don't really care. What else am I going to do? Like, I love this, I'm passionate about it. I'm doing it anyway. So it's going to be what it's gonna be. That's the person I want to back, right? Becaus…

1
What CEOs of Public Companies Have In Common 1:40

25d ago1:40

1:40

Josh Wilson 00:00:00 Having 70 conversations with someone who has taken the company public or been a part of the public market. What's a common thread in terms of character traits or personality that you have seen amongst those different interviews? Seth Farbman 00:00:13 Yeah, that's actually a great question. Nobody's ever asked me. you know, it r…

1
What is a 10-K? 0:36

25d ago0:36

0:36

What is a 10-K A 10-K is a company's annual report Every year reporting companies that have stock that's traded publicly have to put out a report to the public that tells them what their results were for the year end from both a financial and an operations and business standpoint It's a very informative form Anybody who's considering investing in a…

1
Private Equity OR Family Offices 0:24

26d ago0:24

0:24

A lot of people who are looking to sell their companies, they're not going to go just to a strategic or private equity. They're going to go to a family office if they care about what the company is going to look like in 10 or 20 years. And that's where things like permanent capital with family offices have. It is objectively a superior model. It's …

1
What is an Underwriting Agreement? 0:26

27d ago0:26

0:26

"What is an underwriting agreement?" Lou Taubman explains that it is a formal contract between a company and an investment bank, detailing the terms for selling securities. The agreement outlines responsibilities, pricing, share quantity, and timelines, ensuring transparency and due diligence. This document is crucial for the success of public offe…

1
Family Office Impact Investing 0:49

27d ago0:49

0:49

Bullet Points Concept of a "north star" as a guiding principle in life. Intersection of prosperity and purpose in personal and professional pursuits. The balance between financial success and making a positive impact. Importance of aligning personal values with professional goals. Examples of notable entrepreneurs and their philanthropic efforts. I…

1
Episode 39: Geoff Callow -How a Royalty-Based Mining Investment Company Approaches IR 38:26

27d ago38:26

38:26

As a business model unique to the UK, we dive into what it’s like managing investor relations for a royalty-based company that invests in the mining industry in this episode. Geoff Callow, Head of Investor Relations at Ecora Resources, joins the podcast to share his insights into his role. IR Strategies in a Royalty-Based Business Model Geoff gives…

1
What is a 10-Q? 0:30

27d ago0:30

0:30

What is a 10-Q A 10-Q is a quarterly report Most public companies put out a tenK once a year their annual report and 3 tenQs one for each quarter of the year So you have your first quarter 10-Q your second quarter 10-Q your third quarter 10-Q and then after the 4th quarter you'll put out your 10-K which is your annual report Disclaimer: Joshua Wils…

1
Working With Family Offices 0:42

28d ago0:42

0:42

A monumental wealth transfer is set to reshape the dynamics of family offices, bringing both challenges and opportunities. This episode explores practical strategies to enhance connectivity, prepare for the future, and manage the shift of inherited wealth effectively. • Wealth transfer estimated to rise from $10 trillion to $84 trillion • Family of…

1
Why CFOs of publicly listed companies need personality to succeed 21:52

30d ago21:52

21:52

What do CFOs at publicly listed companies tend to have in common? For most of them, it's an ability to go past the numbers and let your personality shine through, according to the finance chiefs interviewed by IR Impact deputy editor Garnet Roach. In this edition of the IR Voice podcast, Roach discusses what she learned from those CFOs, who address…

1
What is an ATM? 0:41

30d ago0:41

0:41

What is an ATM An ATM refers to an at-the-market offering If a company is eligible to use S-III they can set up what's called an ATM facility This typically involves hiring an underwriter to act as the ATM underwriter and it allows the company when market conditions are favorable to tell the underwriter they want to sell a certain amount of their s…

1
What documents are involved in an IPO? 0:53

1M ago0:53

0:53

What documents are included within an IPO process Well the main document that you'll see is the registration statement on Form S-I That's what investors see when they go to invest in the company The company will also negotiate an underwriting agreement an agreement regarding the distribution of the securities between itself and the investment bank …

1
What is the role of the Auditors in an IPO? 0:37

1M ago0:37

0:37

What is the role of auditors in an IPO? The auditors are the independent accounting firm They're a third party accounting firm that's hired by the company to verify the financial statements that are prepared by the company's accounting staff Usually it's CFO controller and various accounting personnel All public companies in the U have to have audi…

1
What is the role of investment bankers in an IPO? 0:46

1M ago0:46

0:46

Well the investment bankers are charged their primary responsibility is distributing the securities to the public But they also have a responsibility to do their own due diligence on the public company or soon to be public company And they help with what's called price discovery So they help set the price of the securities Companies always want to …

1
What is the role of company counsel in an IPO? 0:41

1M ago0:41

0:41

What is the role of company counsel in regards to an IPO? Company counsel is primarily charged with preparing the registration statement on Form S-1 which is the document that most investors see when they want to participate in an IPO Company counsel is also responsible for negotiating the underwriting agreement between the company and the investme…

1
What Is An 8-K? 0:34

1M ago0:34

0:34

An 8 K is a current report That's a report that covers anything that's happened in between the ten Q or the ten K periods Usually it's triggered by a material event such as the company entered into a material contract that's not in the ordinary course of business or the company engaged with a new director or hired a new CEO Those are the types of e…

1
What is an S-1 0:32

1M ago0:32

0:32

Dive into the essentials of S-1 registration statements and their role in public securities sales. Learn about the SEC's requirements and why reading the prospectus is crucial before investing in public companies. Equip yourself with knowledge for smart investment decisions. Disclaimer: Joshua Wilson is a registered investment banking representativ…

1
What is a Registered Direct Offering? 0:49

1M ago0:49

0:49

What is a registered direct offering A registered direct offering also known as an overnight deal is a discrete securities offering usually made to a small group of investors on terms that are based on whatever the current market price is immediately before the offering is done It's distinguished from an at-the-market offering in that an at-the-mar…

1
Who is Involved in an IPO? 0:46

1M ago0:46

0:46

Who is involved in an IPO The primary player involved is the public company itself or the soon to be public company which is the company that is selling its securities its shares its common stock Also involved is the underwriter That's the investment bank that's helping to distribute those securities to the public So think JP Morgan Morgan Stanley …

1
What Is An IPO? 0:32

1M ago0:32

0:32

We dive into what an IPO truly is and how it signifies a company's entry into public markets. Learn about the sale of securities, primarily common stock, and the major exchanges like NASDAQ and the New York Stock Exchange. #IPO #InitialPublicOffering #StockMarket #PublicOffering #FinanceEducation #NASDAQ #NYSE #Securities #InvestmentStrategies Disc…

1
What is a private offering? 0:32

1M ago0:32

0:32

Discover what a private offering is and how it differs from traditional securities offerings like IPOs. Learn why these exclusive deals target accredited investors and what opportunities they can provide to high net worth individuals. Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The …

1
What is a public company? 0:56

1M ago0:56

0:56

What is a public company Well a public company is a company that has a class of securities usually common stock that are traded on a public market such as the NASDAQ or the NYSE It also refers to a company that reports publicly files ten K's ten Q's makes its information available to the public Disclaimer: Joshua Wilson is a registered investment b…

1
What Is Investor Relations 0:40

1M ago0:40

0:40

Defined by CIRI (Canadian Investor Relations Institute), “Investor relations is the strategic management responsibility that integrates the disciplines of finance, communications, marketing, securities law compliance, and sustainability to achieve an effective flow of information between a company, the investment community, and other stakeholders, …

1
What Is The Difference Between Investor Relations and Public Relations 0:55

1M ago0:55

0:55

Discover the vital distinction between investor relations and public relations. We delve into how IR serves as the communication link to investors while PR manages the company's public image with media outlets. Gain insights for effective corporate communication strategies. Disclaimer: Joshua Wilson is a registered investment banking representative…

1
What Are Investor Roadshows Like 0:50

1M ago0:50

0:50

Join us as we explore the thrill of client roadshows in investor relations. Discover how these experiences provide invaluable insights and foster connections with some of Wall Street's brightest minds. Get ready to unlock the secrets behind effective client engagement and networking! Disclaimer: Joshua Wilson is a registered investment banking repr…

1
What Makes For An Effective Investor Presentation 0:41

1M ago0:41

0:41

Discover the essential components of an effective investor presentation that captivates audiences. We cover mission statements, crucial statistics, and the importance of showcasing your management team and strategic partners to build investor confidence and trust. Disclaimer: Joshua Wilson is a registered investment banking representative and a lic…

1
What Is The Importance Of An Investor Section On A Website 0:36

1M ago0:36

0:36

An investor relations website is crucial for enhancing transparency and trust. It provides investors with essential financial information while helping executives minimize repetitive inquiries and share crucial updates efficiently. Streamlining communication supports both parties' needs, enabling better focus on core business objectives. Disclaimer…

1
Introduction: The Investor Relations Podcast 0:46

1M ago0:46

0:46

Join Joshua Wilson as he launches a new podcast, inviting IR professionals, lawyers, accountants, and industry leaders to share insights on investor relations. Engage in discussions and collaborations; discover the world of working with investors! Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate…

1
How CSRD will continue to shape corporate reporting despite Trump's election win 30:18

2M ago30:18

30:18

In this episode of IR Voice, we catch up with IR Magazine's head of content Steve Wade and events editor Tim Human to find out about the latest goings-on at our recent events in New York. First, Steve tells us about what was covered at the corporate reporting forum, where the EU's flagship sustainability reporting regulation CSRD was at the forefro…

1
Episode 38: Karen Keyes - Why In-Depth Financial Knowledge is an Advantage to Great IR Communication 38:49

3M ago38:49

38:49

Is financial acumen or simply good communication the most important ingredient to succeeding in investor relations? Communication and the ability to build rapport with investors is often highlighted as the one thing that sets great IR professionals apart. But in this episode, Karen Keyes, Head of IR at Canadian Tire Corporation (‘CTC’), explains wh…

1
Episode 37: Paul Hewlett - The Digital Transformation of Investor Relations 42:19

3M ago42:19

42:19

Investor relations in the digital age has seen big changes in the way we communicate with investors and shareholders, thanks to the evolution of technology. In this episode, we dive into how Workspace Group’s IR department has embraced the changes that new technology can offer with Paul Hewlett, Director of Strategy & Corporate Development. Technol…

1
Episode 36: Deb Wasser - IR with a Difference: Etsy's Approach to Investor Relations 38:14

4M ago38:14

38:14

How does a global consumer brand like Etsy manage investor relations? And what does it take to lead IR successfully? In this episode of Enquire, the Investor Relations podcast, we sit down with Deb Wasser, VP of Investor Relations and ESG Engagement at Etsy, to uncover the secrets of a successful IR career. The Secrets to Success in Modern Investor…

1
EP 35: Edward Westropp - Lessons and Advice from Moving to an In-House IR Role 33:47

4M ago33:47

33:47

Many IR professionals begin their careers in various corporate finance roles, such as consultancy, data analysis, or capital markets. Each of those paths into IR comes with valuable insights and unique perspectives that can set you up for success. Before Edward Westropp, Head of IR and Communications at WE Soda Ltd, took the leap into IR, he came w…

1
Are finfluencers a good idea for your business – or your investor relations? 25:29

4M ago25:29

25:29

In this episode of IR Voice, we talk about the use of finfluencers by IR teams at public companies. IR Magazine reporter Noemi Distefano speaks to Katie Perry, head of marketing at Stakeholder Labs and co-host of the After Earnings podcast; Bill Kaitz, president of Promethean Marketing; Veronika Kuznetsova, advisor at Xploration Capital and former …

1
EP 34: Phil Griffith - Curiosity and Collaboration: The Keys to Successful Equity Sales 38:09

5M ago38:09

38:09

What does a day in the life of an equity salesperson really look like? In this episode, we dive into the world of sell-side equity sales with industry veteran Phil Griffith. Curiosity and Good Storytelling Are a Salesperson’s Best Tools We sit down with Phil Griffith, Head of UK Distribution at Stifel Financial Corp. With over 36 years of experienc…

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