Best Material Retail Team Podcasts (2025)

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Biotech & Life Sciences Investor Relations 1:24

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25d ago1:24

1:24

In this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, shares his perspective on what makes investor relations effective in the fast-moving world of life sciences. Drawing from his experience at the intersection of biotech investing, clinical trials, and family office strategy, Mich…

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Building Lifelong Investor Relationships with Family Offices 0:57

1M ago0:57

0:57

What’s the secret to building long-term capital partnerships with family offices? In this episode of The Investor Relations Podcast, host Joshua Wilson is joined by Dr. Thomas J Powell, Founder of The Founder’s Office™, to explore the mindset and practices that foster lifelong investor trust. Dr. Powell explains why the first investment is just the…

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What Licenses Does a Family Office CIO Need? 1:15

2M ago1:15

1:15

In this episode of The Investor Relations Podcast, host Joshua Bruce Wilson asks Brian Adams what kind of licenses — if any — a Chief Investment Officer needs to operate within a family office. Brian explains that many family offices operate under the family office exemption, meaning they are not required to register as an RIA or broker-dealer. As …

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What 30+ Years of Capital Raising Taught This Family Office Leader 0:55

2M ago0:55

0:55

In this episode of The Investor Relations Podcast, Joshua Bruce Wilson sits down with Dr. Thomas J. Powell, founder of The Founder’s Office™, to explore what it really takes to manage investor relationships across decades, deals, and global markets. With over $3.2 billion in capital structured throughout his career, Dr. Powell shares his perspectiv…

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Biotech Turnaround Strategies 0:56

2M ago0:56

0:56

Unlocking Success in Biotech: Turnaround Strategies with Allan Shaw 🔍 In the ever-evolving world of biotech and life sciences, sometimes doing less can mean achieving more. In my recent conversation with Allan Shaw, renowned as the "biotech turnaround guy," we delved into the art of focus and specialization. Allan shares how understanding and honin…

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Essential First Steps to Pursue a Role in Investor Relations 1:22

2M ago1:22

1:22

Building Relationships in Investor Relations: Key Advice for Aspiring Professionals This episode explores essential advice for those looking to enter the world of Investor Relations (IR) and work with publicly traded companies. Highlighting the dynamic and exciting nature of the role, the speaker emphasizes the importance of building relationships …

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What Aspiring CIOs Should Know About Family Office Careers 2:17

2M ago2:17

2:17

In this episode of The Investor Relations Podcast, Josh Wilson and Brian Adams explore what it takes to become a future Chief Investment Officer (CIO) in the world of family offices. Whether you're aiming for a single-family office, multi-family office, or institutional hybrid structure, the path to CIO is both competitive and nuanced. Brian explai…

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Earnings Calls: Insights and Importance 1:41

2M ago1:41

1:41

Understanding the Importance of Quarterly Earnings Calls In this insightful episode, we delve into the significance of earnings calls for businesses, particularly focusing on quarterly earnings calls for U.S. companies. We discuss the pivotal role these calls play in not only reporting past performance but also in addressing current challenges and …

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Tracking the Full Cycle of Early Stage Companies to IPO or M&A 1:54

2M ago1:54

1:54

Navigating the IPO & M&A Landscape: Why Tracking Matters 🌟 Why is it crucial to keep a close eye on early-stage companies as they journey towards IPO or M&A activities? Insights shared by industry Nick Gershenhorn reveal how staying informed about these strategic milestones can arm you with valuable information to benchmark against competitors. Dis…

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The 4-Point Investor Match Test For Capital Raising 3:09

2M ago3:09

3:09

Mastering Investor Qualification: Tips for Founders In this episode, we dive deep into the essential criteria for pre-qualifying investors. The discussion highlights four key aspects: geography, check size, investment stage, and industry verticals. By understanding these elements, founders can better identify suitable investors and improve their ch…

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Key Expectations for Board Members in a Biopharmaceutical IPO 1:08

2M ago1:08

1:08

Exciting insights on the essential expectations for board members at biopharmaceutical companies preparing for an IPO. 🎯 Join us as Josh Wilson and Allan Shaw discuss the importance of having independent board members with financial expertise, clinical experience, and commercial acumen. Discover how these key roles help drive milestones and monetiz…

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Why Are RIAs Attractive for Fund Managers Seeking Capital? 1:24

2M ago1:24

1:24

Discover why RIAs are becoming the go-to choice for fund managers seeking flexible capital! From understanding the entrepreneurial mindset to navigating substantial liquidity events, RIAs, private wealth managers, and family offices offer unique advantages in the investment landscape. Join Brian McKelvey as he delves into the benefits of targeting …

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What is the Role of a Family Office CIO? 0:54

2M ago0:54

0:54

In this episode of The Investor Relations Podcast, Josh Wilson speaks with Brian Adams about the evolving investment strategy of single family offices—particularly the shifting role of the Chief Investment Officer (CIO). Brian outlines a growing trend: moving away from traditional active management and toward more direct, collaborative investment a…

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What Makes a Great Fortune 500 CEO? 1:01

2M ago1:01

1:01

Ever wondered what sets a great Fortune 500 CEO apart? 🌟 In a recent conversation with Jim Keyes, we delve into the essence of leadership at the top levels of major organizations. Jim's powerful advice? Forget the countless books on management—you must embrace learning continuously. As he puts it, "The only certainty in life is change, and change e…

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How to Understand Investors’ Needs 2:07

2M ago2:07

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Understanding Investor Needs: The Importance of Thoughtful Engagement In this episode, the discussion revolves around the crucial approach of understanding and addressing the specific needs and mandates of institutional investors. Rip shares insights on the importance of putting oneself in the investor's shoes, gathering detailed information about …

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13F Filings: Implications for Small and Large Companies 2:40

2M ago2:40

2:40

Understanding 13F Filings: Their Impact on Small and Large Companies Navigating the financial landscape can be daunting given the abundance of terminology and regulatory filings one must understand. One such critical form to grasp is the 13F filing. This article delves into what a 13F is and explores its relevance to both small and large public com…

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What Makes an Investment Attractive for Institutional Investors 0:35

2M ago0:35

0:35

Evaluating Investment Suitability for Institutional Investors This episode explores what makes an investment attractive to institutional investors. The primary focus is on the importance of aligning investments with the specific objectives and needs of different types of investors, including family offices, corporate pension plans, state college en…

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How Can IR Firms Efficiently Track Market Events? 1:08

3M ago1:08

1:08

Maximizing IR Teams' Efficiency with Listing Track's Market Monitoring Tools Explore how IR teams can enhance their market monitoring using tools from Listing Track. These solutions help IR professionals stay informed about industry events such as new IPOs, mergers, and sector-specific moves, all in one simplified platform, allowing them to better …

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Balancing an IR Career and Family Life 1:48

3M ago1:48

1:48

Balancing Family Life and Professional Travel: Insights from an IR Professional In this episode, Ben discusses the challenges and strategies of balancing a demanding travel schedule with family life as an Investor Relations (IR) professional. He shares a valuable analogy comparing balance to riding a bike, emphasizing the importance of continuous m…

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How Family Offices Are Shaping Investor Relations 0:49

3M ago0:49

0:49

In this episode of The Investor Relations Podcast, we sit down with Brian Adams, a partner at a boutique executive search firm serving single-family offices nationwide. Brian shares how his team helps family offices identify and hire top C-suite talent, including CEOs, CIOs, CFOs, and general counsel. His work spans across some of the most complex …

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Navigating IR Job Searches Beyond LinkedIn 1:39

3M ago1:39

1:39

Strategic Networking: Beyond LinkedIn for Senior Professionals In this episode, we discuss effective networking strategies for securing high-level roles in investor relations. Emphasizing the limitations of solely using LinkedIn, we recommend leveraging professional organizations, personal outreach, and strategic follow-ups with key individuals wit…

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What Is OpenVC and Who Is It Designed For? 0:45

3M ago0:45

0:45

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…

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Leveraging Boards for Corporate Growth and Success 1:58

3M ago1:58

1:58

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 exp…

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What Key Characteristics Make an Effective Fundraiser or IR Associate? 1:02

3M ago1:02

1:02

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: Persistence: Navigate market fluctuation…

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How Can Event Driven Data Enhance Investor Relations? 1:01

3M ago1:01

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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…

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What are Some Resume Red Flags? 1:00

3M ago1:00

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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 signific…

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Balancing Founder Passion and Reason 2:58

3M ago2:58

2:58

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 f…

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Understanding Buy Side vs. Sell Side 0:39

3M ago0:39

0:39

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 fund…

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Key Learning Experiences for an IR Professional 1:26

3M ago1:26

1:26

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 necessit…

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Aligning Investment Strategies with Institution's Objectives 0:58

3M ago0:58

0:58

Key Considerations for Working With Institutional Investment Strategies This episode discusses crucial factors investors need to keep in mind when making long-term investment decisions. It emphasizes the importance of aligning the investment strategy with the long-term objectives of the investment pool, such as ensuring liquidity for corporate pens…

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A Leader’s Character in the Eyes of Investors 1:17

4M ago1:17

1:17

The Key Traits of Effective Leadership in Investor Relations Join us in this insightful video where we discuss the crucial importance of leadership in the Investor Relations (IR) community with a former CEO of Blockbuster and 7-Eleven. Drawing from his extensive experience and his book 'Education is Freedom,' we delve into the essential soft skills…

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What Are the Common Mistakes in Pitch Decks? 1:27

4M ago1:27

1:27

Avoiding Common Pitfalls in Pitch Decks: Insights from Open VC In this episode, the speaker shares their extensive experience reviewing over 25,000 pitch decks annually on Open VC. They highlight a frequent mistake made by founders: creating overly lengthy and text-heavy pitch decks. The key advice offered is to keep the pitch deck concise and enga…

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Avoiding Short Term Traps in Investor Relations 0:47

4M ago0:47

0:47

Avoiding Short-Term Thinking in Institutional Investor Relationships This episode discusses the critical mistakes companies often make when building relationships with institutional investors. The primary focus is on the detrimental impact of being too transaction-oriented for quick sales rather than fostering long-term connections. Rip emphasizes …

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How Great Leaders Lead Investor Calls 1:01

4M ago1:01

1:01

How do great leaders conduct investor calls? They focus on three key elements: embracing change, exuding confidence, and fostering clarity. 🌟 Join Jim Keyes as he shares valuable insights on leading with impact and effectively engaging the investment community. Whether you're in the boardroom or on the stage, mastering these principles can help dri…

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How Can IR Professionals Effectively Track M&A Activity 1:16

4M ago1:16

1:16

Elevate Your M&A Insights with Advanced Tools! In the fast-paced world of mergers and acquisitions, staying informed is crucial. IR professionals, wouldn't it be beneficial to have all the industry updates consolidated in one place? 🤔 Our latest discussion with industry experts Josh Wilson and Nick Gershenhorn reveals how cutting-edge tools are rev…

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How is Success Measured for Investor Relations Professionals? 1:17

4M ago1:17

1:17

Measuring Success in Investor Relations: Quantitative vs. Qualitative Metrics In this episode, Ben discusses the two-fold approach to measuring success in his dynamic job. He emphasizes the importance of both quantitative metrics, such as stock performance and new investor acquisition, and qualitative measures, like the strength and quality of rela…

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The Evolving Role of Investor Relations Across Market Caps 1:04

4M ago1:04

1:04

Navigating the Evolution of Investor Relations Across Market Caps Investor relations (IR) is an integral component of any public company. It serves as the bridge between the company and its investors, ensuring clear communication regarding financial health and business strategy. However, the role of IR professionals can vary significantly depending…

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Why Does the Spray and Pray Method Fail in Capital Raising? 2:12

4M ago2:12

2:12

Why the 'Spray and Pray' Method Fails in Capital Raising The video discusses the ineffectiveness of the 'spray and pray' method used by founders when reaching out to investors on platforms like LinkedIn. It highlights that the approach fails due to high volume and poor targeting, leading investors to become desensitized to such messages. The video …

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How Institutional Investors Identify Opportunities 1:17

4M ago1:17

1:17

How Institutional Investors Identify Prime Opportunities This episode explores how institutional investors find suitable investment opportunities, highlighting the impact of team size on access to valuable information and resources. It also discusses the importance of creating communities and networking through events to expedite the process of fin…

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Can Experience Outshine Credentials in IR? 1:13

4M ago1:13

1:13

Enhancing Your Investor Relations Career: Credentials and Experience This episode discusses the importance of financial acumen and varying career backgrounds in the field of investor relations. It provides insights on whether certifications like CFA or MBA are necessary depending on your prior experience. The video offers advice for those transitio…

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From NFL Chief of Staff to Head of IR 1:04

4M ago1:04

1:04

From NFL Chief of Staff to Head of Investor Relations: The Overlapping Skills In this episode, Ben discusses his career transition from being the Chief of Staff to NFL head coach Pete Carroll to becoming the Head of Investor Relations (IR) for a publicly traded company. Despite the apparent differences, Ben highlights the similarities between the r…

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Preparing for Earnings Calls 1:03

4M ago1:03

1:03

🚀 Preparing for Earnings Calls: Turning Data into Insightful Strategies! 📊 Navigating the intricate landscape of earnings calls isn't just about numbers—it's about insights driven by event data. As highlighted by Josh Wilson and Nick Gershenhorn in our discussion, staying ahead means being informed about competitor IPOs, market trends, and restruct…

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How Do You Successfully Approach Institutional Investors? 1:23

4M ago1:23

1:23

Navigating the world of institutional investors can seem daunting, but it's not always about having the "right" connections. In my latest discussion with Brian McKelvey, we explore the misconceptions of working with big investors and share insights on building authentic relationships. Sometimes, it’s about direct outreach and persistence. Listen to…

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Choosing the Right IR Path: Hiring vs Developing In-House 0:49

4M ago0:49

0:49

Choosing the Right Investor Relations Path: Hiring vs. Developing In-House In the realm of investor relations (IR), companies often grapple with a critical decision: whether to hire an external IR agency or to develop an in-house team. Determining the right path depends on several factors, most notably cost and the company's development stage. Let’…

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Key Red Flags That Deter Institutional Investors 1:18

4M ago1:18

1:18

Key Red Flags That Deter Institutional Investors This episode discusses major red flags that can dissuade institutional investors from pursuing opportunities. The primary concerns highlighted include the lack of good governance and changes in strategy by asset managers. The importance of consistent strategy alignment with asset managers is also emp…

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My Favorite Part of Investor Relations with Christine Petraglia 0:40

4M ago0:40

0:40

The Joy of Investor Relations: Building Lasting Relationships In this episode, we explore the favorite aspect of being in investor relations. The speaker shares their passion for interacting with people, learning new things, and building long-term relationships. They emphasize the joy of meeting entrepreneurs, understanding their visions, and growi…

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What is the FDA Drug Approval Process? 1:30

5M ago1:30

1:30

Have you ever wondered what it takes to get a new drug to market? The FDA drug approval process is a critical pathway that ensures safety and efficacy before new treatments reach the public. In our latest discussion, Josh Wilson speaks with Allan Shaw about the intricate steps involved, from filing an IND application to conducting thorough Phase 1,…

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

5M 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…

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What is Institutional Investor 0:59

5M 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 …

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Entrepreneurs: Cohesive Career Story from Spotty Resume 1:43

5M 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…