Best Material Retail Team Podcasts (2025)

1
How Does a CEO Handle the Weight of Leadership? 1:01

1d ago1:01

1:01

Leadership Insights from Jim Keyes 🔑 In our latest discussion, Josh Wilson and I delved into the challenging aspects of being a CEO. Jim Keyes, former CEO of 7-Eleven and Blockbuster, shared his profound truth: "It's not personal." Jim emphasizes the importance of resilience and perspective in leadership. With thick skin and a focus on not taking c…

1
What is Institutional Investor 0:59

7d ago0:59

0:59

In this episode, the organization Institutional Investor is explored. Originally a print magazine, Institutional Investor has evolved into a full-fledged media, thought leadership, and event company. Rip Reeves shares personal experiences from reading the publication during college at LSU and throughout a career in investment management, including …

1
Entrepreneurs: Cohesive Career Story from Spotty Resume 1:43

8d ago1:43

1:43

How to Navigate a Spotty Resume in the Startup and Venture Capital World In this episode, we discuss how founders and entrepreneurs with seemingly spotty resumes can present themselves as ideal candidates during turbulent times. Our discussion delves into the importance of tying together motivations for career moves and rebranding through acquisiti…

1
Market Cap Dreams 1:43

9d ago1:43

1:43

What Is Market Cap? Market Capitalization (aka Market Cap) is one of the simplest — and most misunderstood — ways to measure a public company’s value. It’s calculated by: Share Price × Total Shares Outstanding = Market Cap It doesn’t reflect revenue, profits, or cash on hand — it reflects what the market believes you’re worth right now. Here’s a gr…

1
Guidelines for Selecting an IR Partner 1:18

9d ago1:18

1:18

The Key to Finding a Trusted IR Partner for Your Small Cap Company Navigating the investor relations (IR) landscape can be a daunting task for small to mid-cap companies. Selecting the right IR agency involves understanding your company's specific needs and ensuring the agency can meet these requirements both now and in future scenarios. Josh Wilso…

1
Why is Tracking the SPAC Lifecycle Crucial for IR Firms? 2:54

10d ago2:54

2:54

Unlock the Full Potential of SPACs with Effective Monitoring! 🔍 Tracking the intricate lifecycle of SPACs is essential for IR firms aiming to make informed decisions and maximize opportunities. From the IPO stage to the merger completion, every step provides critical insights into market sentiments and strategic planning. Our latest discussion with…

1
SPAC Lightning 1:39

12d ago1:39

1:39

Lyrics (Verse 1) SPACs are the way we're building it bright, Finding great teams and we're soaring in flight, Deals coming fast, yeah, the future's in sight, Rolling along in that SPAC Lightning tonight! (Chorus 1) Tell me more, tell me more - Did they find a great team? Tell me more, tell me more - Is it part of the dream? (Bridge) Ohhh, we got th…

1
Key Lessons Learned When Raising Money from Family Offices 1:17

12d ago1:17

1:17

In the world of fundraising, engaging with family offices requires a unique approach tailored to the distinct dynamics at play. In our latest discussion, experts Josh Wilson and Brian McKelvey delve into their valuable lessons learned from navigating this complex space. 💡 Key Takeaways: Understand the individualized dynamics of each family office. …

1
How Can You Avoid Common Resume Pitfalls? 1:41

13d ago1:41

1:41

Essential Resume Tips: What to Avoid for a Successful Application In this interview, we explore essential resume tips to avoid common pitfalls. Learn why overloading your resume with logos, charts, and excessive details can be detrimental. Discover the importance of highlighting your career progression, key impact areas, and relevant experience in …

1
Understanding Institutional Investor's Needs 1:04

14d ago1:04

1:04

Essential Advice for Working With Institutional Investors This episode provides crucial advice for companies aiming to work with long-term institutional investors. The key recommendation is to ensure that the products and strategies being marketed are grounded in a thorough understanding of the investors' objectives and needs. The discussion highli…

1
Strategic Approach to IR for Small Cap Companies 1:33

16d ago1:33

1:33

A Thoughtful Strategy for Investor Relations in Small Cap Companies Navigating investor relations (IR) for small cap companies requires more than just immediate outreach. It demands a strategic approach that prioritizes long-term relationships with shareholders. This is how a calculated strategy can transform the perception and success of these com…

1
Key Skills for Success in Investor Relations 1:10

16d ago1:10

1:10

Essential Skills for Success in Investor Relations In this episode, Christine highlights the vital skills necessary for thriving in investor relations, emphasizing communication, relationship management, strategic thinking, financial acumen, and regulatory knowledge. She underscores the importance of honest communication with investors and cautions…

1
Inside the Structure of Institutional Investors 1:09

17d ago1:09

1:09

Understanding the Organizational Structure of Institutional Investors In this episode, the Rip Reeves discusses the varying sizes and structures of institutional investors, highlighting examples ranging from portfolios worth a hundred million dollars to sovereign wealth funds in the trillions. The speaker emphasizes the significant differences in h…

1
Funding Stages Bootstrap Beats 2:50

19d ago2:50

2:50

From Dreams to Legacy: The Entrepreneur's Journey This song narrates the potential journey of an entrepreneur who started with just a dream, life savings, and a bank card. Through hard work, sacrifice, and determination, they grew from living off ramen and maxing out credit cards to building a successful business. Along the way, they went through d…

1
Which Credentials Matter For Investor Relations Careers 1:52

20d ago1:52

1:52

Key Credentials and Qualifications in Investor Relations This episode discusses the types of credentials that are important in investor relations (IR) and what CFOs and hiring managers look for in resumes and pedigrees. It covers advanced certifications and degrees such as CFA, IRC, MBA, and CPA, explaining how each demonstrates strong financial, c…

1
Key Ingredients for a Successful Investor Day 1:30

21d ago1:30

1:30

Crafting a Successful Investor Day: Strategies and Innovations David discusses the essential elements of a successful investor day. He emphasizes the importance of ensuring that investors leave with a comprehensive understanding of the company's strategy, operations, and long-term outlook. Key strategies include defining a high-level message, selec…

1
Government vs. Commercial Contracts in IR Strategies 1:02

21d ago1:02

1:02

In this podcast episode, the discussion centers on the differences between government and commercial contracts and their significance with investor relations. Nicholas Coriano explains that government contracts, issued by various government levels, typically offer higher reliability and lower competition compared to commercial contracts from privat…

1
What is Activism and How Can IR Teams Be Prepared? 2:01

22d ago2:01

2:01

The Evolving Role of Activism and Investor Relations This episode explores the longstanding presence of activism in corporate environments and the evolving role of Investor Relations (IR) in managing activist demands. It discusses the diverse agendas of activists, from executive changes and board seats to recent focuses on ESG and D&I commitments. …

1
What is an Investor Day? 1:38

22d ago1:38

1:38

Understanding Investor Days: Timing and Strategy In this episode, David explains what an investor day is, highlighting its purpose as an opportunity for companies to present a broader management team and give in-depth updates to analysts and investors. He also discusses the optimal timing for holding an investor day, emphasizing strategic importanc…

1
A Day In The Life Of Valter Pinto 1:40

23d ago1:40

1:40

Navigating Uncertainty: A Day in the Life of Valter in the IR World In this episode, Valter provides an insightful look into his daily life, highlighting the unpredictable nature of working in investor relations (IR) with micro and small-cap companies. Despite his organized approach, Valter thrives on the daily volatility and uncertainty within the…

1
The Biggest Mistake in Investor Relations 1:23

23d ago1:23

1:23

Proactive IR Strategies: The Key to Success In this episode, we discuss the top investor relations (IR) mistake made by firms and internal groups: inactivity. The speaker emphasizes the importance of being proactive, ensuring that people are aware of the clients, and actively communicating their stories. Highlighting the difference between high-pro…

1
From Roadshow to Investor Day: Strategic Timing and Planning 1:23

24d ago1:23

1:23

Timing and Importance of Post-IPO Investor Day In this episode, David discusses the optimal timing for conducting an investor day after an IPO, typically falling within 12 to 18 months post-pricing. This timing allows the company to demonstrate a performance track record, refine its strategic messaging based on market and investor feedback, and pro…

1
Supporting Private Companies in Investor Relations 2:13

24d ago2:13

2:13

Investor Relations (IR) Strategies for Private Companies In this episode, the discussion centers around the role of Investor Relations (IR) in supporting private companies. The conversation covers how private companies can benefit from IR support similar to public companies, including preparing presentations, finding the right audience such as priv…

1
The Roadshow Life (Country Pop) 2:51

25d ago2:51

2:51

🎤 New Track Drop: “The Roadshow Life” 🎶 Yes… it’s a country pop song about investor relations. And yes—it slaps. IR isn’t just about charts, EBITDAs, and roadshows across major markets. It’s about storytelling. It’s about energy. It’s about building trust, casting vision, and turning conversations into long-term relationships. I wanted to show that…

1
Creating a Compelling Investment Narrative 1:35

27d ago1:35

1:35

Key Elements for Crafting a Compelling Earnings Call Narrative In this episode, David discusses the crucial components of telling a company's story during an earnings call or company presentation. He emphasizes the importance of clearly articulating the investment thesis, which includes highlighting market opportunities, competitive advantages, and…

1
The Architects of Special Purpose Acquisition Companies 1:03

27d ago1:03

1:03

Understanding the Formation and Investment Behind Special Purpose Acquisition Companies (SPACs) This episode explores who builds and invests in Special Purpose Acquisition Companies (SPACs). The discussion reveals that sponsors, typically professional investors, industry executives, and occasionally private equity firms, fund the initial capital an…

1
Understanding Disclosure Obligations in Securities Offerings 1:54

28d ago1:54

1:54

Understanding Disclosure Obligations in Securities Offerings This episode explores the essential disclosure obligations companies must adhere to when conducting securities offerings. It emphasizes the importance of transparency and the inclusion of all material information that can influence investors' decisions. The discussion covers the critical …

1
Understanding Investor Perceptions and Gathering Feedback 1:24

28d ago1:24

1:24

Effective Strategies to Gauge Investor Sentiment In this episode, David discusses the best methods for understanding how investors perceive public companies. He highlights the importance of directly asking for feedback after investor meetings, roadshows, and conferences. David suggests conducting perception surveys through third parties to obtain u…

1
The Evolution of Finance Roles: Peter McDermott on IR Careers 2:06

30d ago2:06

2:06

Insights on Transitioning to Investor Relations In this episode, Peter discusses the increasing trend of analysts and finance professionals moving into Investor Relations (IR) roles. He highlights the interest from CFOs, boards, and hiring managers in candidates with investor mindset and street experience, noting that professionals from sell side, …

1
CMPO Essentials: Regulatory and Legal Framework 1:42

1M ago1:42

1:42

Understanding Legal and Regulatory Requirements for Conducting a CMPO This episode delves into the legal and regulatory requirements necessary for a company to execute a Confidentially Marketed Public Offering (CMPO). Key topics covered include self-registration, SEC filing, securities tax compliance, FINRA oversight, underwriting compensation, and…

1
What is a Shelf Registration? 1:38

1M ago1:38

1:38

Understanding Shelf Registrations: Benefits and Flexibility for Companies This episode explains what a shelf registration is and how it benefits companies conducting securities offerings. The script details how shelf registrations allow companies to register securities in advance and sell them over three years, providing flexibility and efficiency …

1
Job Searching During Uncertain Times 1:53

1M ago1:53

1:53

Navigating Job Searching During Uncertain Times: In times of economic uncertainty, job searching can seem like a daunting task. With turmoil in the capital markets and the reality of widespread layoffs, it’s understandable for job seekers to feel apprehensive. However, times of uncertainty also present unique opportunities, particularly for profess…

1
Educating Investors About Government Contracting 1:05

1M ago1:05

1:05

In this podcast episode, the discussion focuses on how investor relations (IR) firms can support public companies involved in government contracts. Nicholas underscores the importance of marketing and communication strategies. IR firms are advised to utilize platforms like social media and podcasts to inform investors about the complexities and pot…

1
What are the Main Types of Securities Offerings? 1:17

1M ago1:17

1:17

Understanding Different Types of Security Offerings In this episode, we dive into the various types of security offerings available for companies looking to raise capital and go public. Starting with the initial public offering (IPO) and transitioning to follow-on public offerings, we cover registered direct offerings, confidentially marketed publi…

1
IR vs. PR: Navigating the Differences and Synergies 2:40

1M ago2:40

2:40

Understanding the Synergy Between PR and IR In this episode, the hosts address a frequently asked question: What is the difference between Public Relations (PR) and Investor Relations (IR)? They explain that while PR targets media professionals to generate media hits, and IR focuses on the investment community from retail to institutions, the strat…

1
Compensation in Investor Relations 2:10

1M ago2:10

2:10

Evolution of Compensation Structures in Investor Relations In this episode, Peter addresses common questions concerning the evolving structure and setup of compensation in investor relations. He explains the typical components of compensation for publicly traded companies, which include a base salary, bonus, and equity. Peter highlights the creativ…

1
You Down With OTC? (A Lyrical Guide To The OTC Market) 1:12

1M ago1:12

1:12

Lyrics - **You Down with OTC?** *Hook:* You down with OTC? (Yeah, you know me!) Who’s down with OTC? (Every IR team!) You down with OTC? (Yeah, you know me!) Investor Relations, bringin’ clarity! *Verse 1:* OTC’s the lane where the bold go pro, Where up-and-comers try to get known. Not Nasdaq TSX or the NYSE, But these deals happenin’ OTC. You got …

1
A Guide to Different Types of Institutional Investors 2:13

1M ago2:13

2:13

Understanding the Varied Landscape of Institutional Investors Rip Reeves, the CEO of Institutional Investor addresses a question from the audience about the different types of institutional investors, particularly focusing on the North American market, which represents a significant portion of global investment. Rip outlines several categories of i…

1
The Three Pillars of Investor Relations 1:36

1M ago1:36

1:36

Understanding the Key Responsibilities of an Investor Relations (IR) Professional In this episode, we delve into the primary responsibilities of an Investor Relations (IR) professional, breaking them down into three main components: advisory, shareholder communications, and targeting and marketing. The advisory role involves providing critical insi…

1
Understanding Confidentially Marketed Public Offerings (CMPO) 1:37

1M ago1:37

1:37

Understanding Confidentially Marketed Public Offerings (CMPO): Advantages and Disadvantages In this episode, we explore what a CMPO (confidentially marketed public offering) is, along with its pros and cons. A CMPO offers a blend of public and private securities offerings while maintaining discretion before public filing. Key advantages include con…

1
SPACs Explored: History and Evolution 0:37

1M ago0:37

0:37

Understanding SPACs: History and Function This episode delves into the concept of SPACs (Special Purpose Acquisition Companies), also known as blank check companies. It traces the roots of SPACs back to the Dutch East India Company and explains their function of creating public entities to merge with private companies. The episode also highlights t…

1
The Funding Stages & Common Founder Mistakes 1:40

1M ago1:40

1:40

Understanding the Stages and Challenges of Raising Capital This episode explores the different levels of raising capital, starting with friends and family or personal capital, followed by seed money, series A and B offerings, and culminating in exits like M&A, IPOs, SPACs, or direct listings. It also highlights common pitfalls in raising capital, s…

1
What is the Difference Between an Asset Manager and Asset Allocator 0:47

1M ago0:47

0:47

Understanding the Key Differences Between Asset Managers and Asset Allocators In this episode, we explore the fundamental differences between asset managers and asset allocators. We discuss the roles of each, with asset managers being the service providers and asset allocators being the ones seeking these services. Rip also touches on different ter…

1
Navigating Small Cap Investor Relations 1:11

1M ago1:11

1:11

Navigating Investor Relations for Small Cap Companies In this episode, Christine discusses their extensive experience working with micro-cap companies, often ranging from $20 to $50 million market cap. She expressed a passion for seeing small companies grow to the next level, and while they are not specialized in one particular sector, they have wo…

1
Inside Investor Relations: Skills for Career Success 1:21

1M ago1:21

1:21

Mastering Key Skills for a Successful Career in Investor Relations In this episode, Valter discusses the essential skills needed to thrive in the field of investor relations. He emphasizes the importance of being versatile, with capabilities in writing, counseling, pitching stories, and company analysis. Valter underscores the critical need to have…

1
Comparing CMPO, PIPE, and ATM Strategies 2:17

1M ago2:17

2:17

Navigating Capital Raising for Public Companies: CMPO, PIPE, and ATM Offerings Explained In this episode, the complexities of capital raising for public companies are unraveled as various offerings, such as CMPO, PIPE, and ATM, are compared and contrasted. The discussion dives into the nuances and implications of each method, including confidential…

1
Emerging Trends in Institutional Investing 2:17

1M ago2:17

2:17

Emerging Trends in Institutional Investing The discussion focuses on emerging trends within the institutional investor community, particularly the blending of traditional public equity and bond markets with alternative markets like hedge funds, private equity, and infrastructure. It highlights how service providers are now offering a comprehensive …

1
Beyond New Investors: The Role of IR in Shareholder Relations 1:49

1M ago1:49

1:49

Enhancing Shareholder Communications in Investor Relations This episode delves into the importance of balancing the pursuit of new investors with maintaining strong communication with existing shareholders. Key points include avoiding the over-saturation of communications, focusing on critical information and industry-specific metrics, using the ri…

1
The SPAC Journey: From Private to Public 0:52

1M ago0:52

0:52

Understanding SPACs: Pathway from Private to Public This episode explains how a private company can go public using a Special Purpose Acquisition Company (SPAC). The process involves sponsors creating a SPAC, contributing capital to reach the public offering stage, and placing funds into a trust fund. When the SPAC merges with a private company, th…

1
Turning Government Contracts into Investor Engagement 1:02

1M ago1:02

1:02

For many public companies, it can be perceived that government contracts as unexciting, leading to a reluctance to share updates. Nicholas counters by highlighting the inherent excitement in milestones such as obtaining a CAGE code, acquiring a Unique Entity Identifier (UEI), getting listed on the GSA schedule, and participating in RFPs. These mile…

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