Enquire, the Investor Relations podcast, is hosted by Equitory founder and CEO, Clara Melia. The purpose of Enquire is to bring together Investor Relations and Capital Markets professionals to share their experiences, best practice and offer listeners insights and ideas in the dynamic world of Investor Relations. Clara and occasional guest hosts from the Equitory team have the pleasure of having fascinating and informative conversations with some of the most experienced and well-respected pe ...
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IR Impact, formerly IR Magazine, talks with the world’s most interesting IR thinkers for actionable insights and commentary on trending topics like sustainability, activism, corporate access, regulation, and more. In the car, on the daily commute or on the road, IR Voice is the sound of the global investor relations community brought directly to you. Hosted on Acast. See acast.com/privacy for more information.
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Podcast Description: The Investor Relations Podcast 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, or ...
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In this podcast episode, Nicholas discusses the significance of GSA schedules for companies aiming to engage with the U.S. federal government. He explains that a GSA schedule is a long-term contract between a supplier and the federal government, allowing agencies to procure services or products from pre-qualified suppliers without a traditional bid…
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Episode 42: Wes McCoy - What IR Should Know About Market Cycles & the Overlooked UK Equity Market
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46:27Are we overlooking the UK equity market? It hasn’t incited the same level of excitement as the growth in the US market, but that doesn’t mean investors should disregard it. As Wes McCoy explains in this episode, even long market cycles come to an end, so are you prepared for what’s next? Is UK Equity Due for a Comeback? Wes is the Senior Investment…
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Maximizing your relationship with the buy side, plus where to take your investor roadshow
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20:57Making the most of your relationships with the buy side can often be the key to a successful relationship between your company and its investors. But how can you ensure that you're getting the most out of that arrangement? In IR Impact's first Masterclass video, we spoke to Stephen Yiu, fund manager and co-founder of the Blue Whale Growth Fund, abo…
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A Day in the Life of an Executive Coach: Steve's Insights In this episode, Steve, an executive coach and strategist, shares insights into his daily routine. He discusses his professional engagements involving interesting topics and how reading and thinking fuel his work. Additionally, Steve highlights the joy he finds in spending time with his four…
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Understanding the Role or Investment Banks and Underwriters in Security Offerings This episode explains the essential role of underwriters, typically investment banks functioning as broker-dealers, in security offerings. It details how underwriters structure deals, decide on pricing, timing, and security type, manage risks via firm commitment or be…
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Bridging Angel Investors and SPACs: Creating a Transparent Ecosystem This episode explores the potential for collaboration between angel investors and SPACs in taking companies public. It discusses how angel groups could become a source of target companies for SPACs, enhancing credibility by investing their own money. The concept involves creating …
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Common Misunderstandings in Investor Relations (IR) by Boards and C-Suites In this episode, Peter discusses the common misconceptions within Investor Relations (IR) faced by boards, CEOs, and CFOs. He highlights how the evolving nature of IR leads to varied expectations and uses across different organizations. The discussion covers the importance o…
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Mastering Investor Presentations: Key Strategies and Best Practices In this episode, we explore essential best practices for investor presentations, emphasizing the importance of viewing them as opportunities rather than obligations. Key points include the need for a clear presentation of strategy, company goals, financial information, and future e…
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Challenges and Solutions for Micro and Small Cap Companies Going Public This episode discusses the major challenges faced by micro and small cap public companies, particularly focusing on the lack of sponsorship that these companies often encounter when they go public via IPO, reverse merger, or SPAC without support from well-known banks. The impor…
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Navigating Investor Relations in SPAC Transactions In this episode, David discusses the unique challenges and critical considerations for investor relations (IR) teams when working with Special Purpose Acquisition Companies (SPACs). SPACs offer a streamlined path to public markets but require IR teams to develop strong management credibility and in…
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In this podcast episode, Nicholas Coriano delves into the advantages of government contracts from an investor's perspective. He outlines key benefits, emphasizing the predictable and reliable income these contracts offer compared to traditional commercial agreements. Government contracts often span several years, providing long-term revenue stabili…
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Understanding SEC Regulatory Requirements for New Securities This episode delves into the regulatory requirements for registering a new security with the Securities and Exchange Commission (SEC). It covers the necessity for public companies to register under the Securities Act of 1933 unless an exemption applies, such as Regulation D for private pl…
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The Evolution of Investor Relations: From PR to Strategic Finance Partner In this episode, Peter discusses the significant changes in investor relations roles over the past few years. He explains how investor relations has transitioned from being primarily a communications and administrative role for the CFO to becoming a strategic finance partner …
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Key Investor Relations Roles in Preparing for an IPO or Roadshow This episode explores the crucial roles investor relations play when preparing for an IPO or roadshow. Key responsibilities include developing a compelling investment narrative that encompasses the company's business model, revenue strategies, market opportunities, and growth prospect…
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Seth 00:00:00 As you know that you've learned that you live that you know, when I speak to people in business starting out or even in, you know, college or college grads that I speak with, the number one asset that you can work on right now are the connections and relationship. I used to say Rolodex, but that definitely dates me. So it's the relati…
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In this podcast episode, the discussion focuses on the concept of a "contract vehicle" in government contracting. Nicholas explains that a contract vehicle, often referred to as a GSA schedule, is a formal agreement with the government that allows for the procurement of goods and services at predetermined prices. Unlike a competitive Request for Pr…
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Navigating Corporate Law: A Day in the Life of a Corporate Attorney In this episode, Mike, a corporate attorney, shares his 'elevator pitch' and provides insight into his daily responsibilities. He describes his work with companies raising private or public capital, handling mergers and acquisitions, and dealing with a variety of business transacti…
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Josh 00:00:00 In LinkedIn. There's the the personal profile which everybody has. And then there's sometimes there's a corporate profile or someone just types it in and it doesn't even point to a page or something or a page not found. What's the importance of having maybe a corporate and a personal and how do you leverage both? Seth 00:00:17 I think…
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Josh Wilson 00:00:00 When it comes to being a public CEO, I know that there's some things that you're not allowed to share, like on LinkedIn or social media. How do you how do you help guide a CEO to to maintain compliance and make sure that they're not sharing too much? Seth Farbman 00:00:14 That's a great question. I mean, I think that they can j…
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Joshua Wilson 00:00:00 All right. So we've done all this work. We've optimized our LinkedIn and we're putting content out there. How do we know we're doing it well. Like how do you how do you measure your success. How do you measure the ROI of my time and type in with my fat fingers? Right. How do you know you're doing it good on LinkedIn. Seth Far…
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In this podcast episode, the discussion focuses on the term "RFQ" (Request for Quotation) within the context of government contracts. Nicholas provides a detailed explanation. An RFQ is a formal request issued by government entities to solicit pricing information for specific goods or services. Businesses respond with quotations outlining their pri…
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Josh 00:00:01 When it comes to taking these public CEOs and CFOs on these roadshows to meet with investors and investment teams and funds, what's some proper etiquette? And then maybe where etiquette has gone bad in the past. Jennifer 00:00:14 So that's a really good question. I love being proper and having everything formal, and I think that's jus…
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Episode 41: James Lowen - IR Predictions & Best Practices for the UK Market in 2025
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40:32What can we expect in 2025 when it comes to the UK equity market? While there have been challenges and volatility over the past few years, 2025 seems to be a promising start for companies, investors and IR professionals alike. Are Things Looking Up in UK Equity? Joining this episode is James Lowen, a Senior Fund Manager with 30 years’ industry expe…
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In this podcast episode, the discussion focuses on advising public CEOs on effective LinkedIn content sharing practices. Seth Farbman highlights common pitfalls, such as merely posting links to press releases, which often results in low engagement. Instead, they recommend breaking down content into digestible pieces, using compelling quotes, and in…
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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…
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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…
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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 …
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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…
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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…
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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…
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Episode 40: Siddarth Chand Lall - A Fund Manager's Perspective on IR Communications in the UK
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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…
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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…
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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 …
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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 …
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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…
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...."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…
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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…
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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 …
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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…
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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…
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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…
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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…
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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 …
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"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…
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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…
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Episode 39: Geoff Callow -How a Royalty-Based Mining Investment Company Approaches IR
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38:26As 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…
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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…
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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…
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Why CFOs of publicly listed companies need personality to succeed
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21:52What 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…
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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…
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