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, Michael explains how companies can strengthen relationships with investors and avoid common pitfalls.

The conversation explores why biotech companies must prioritize consistent communication, transparency, and brand awareness to stand out in a crowded field. Michael also highlights the importance of tailoring outreach to specialized investors instead of taking a broad “spray and pray” approach. For executives, IR officers, and capital markets professionals, this discussion provides actionable insights into building credibility, trust, and long-term partnerships within biotech and life sciences.

Connect with the Guest

• Company: https://www.poccap.com
  
  
• LinkedIn: https://www.linkedin.com/in/mikeloftusclinicaltrials/
  
  
• Podcast profile: View all of their episodes here
  
  

Connect with the Host

• Joshua Wilson LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/
  
  
• The Investor Relations Podcast YouTube channel: https://www.youtube.com/@TheInvestorRelationsPodcast
  
  

#InvestorRelations #Biotech #LifeSciences #CapitalMarkets #FamilyOffice #ShareholderEngagement

Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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/

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 beginning of the relationship—and how transparent communication during both growth and turbulence separates short-term managers from lasting leaders. Drawing from over 30 years of experience managing capital strategies and investor relationships, Tom shares insights on how to handle challenges, raise follow-on capital, and navigate economic downturns without losing credibility.

🔗 Guest CTA – Connect with Dr. Thomas J Powell
Learn more about his work at The Founder’s Office™: https://www.founders-office.com/
Watch The Powell Perspective Podcast: https://www.youtube.com/@ThePowellPerspectivePodcast

🔗 Explore more episodes or connect with us below
🎙 The Investor Relations Podcast Website: https://www.theinvestorrelationspodcast.com
📺 YouTube Channel: https://www.youtube.com/@TheInvestorRelationsPodcast
🔗 LinkedIn Page: https://www.linkedin.com/company/theinvestorrelationspodcast
📩 For guest inquiries, strategic partnerships, or media requests: https://www.theinvestorrelationspodcast.com/contact/

👤 Hosted by Joshua Wilson
LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/
Website: https://www.joshuabrucewilson.com

#InvestorRelations #FamilyOffice #CapitalRaising #InvestorCommunication #FoundersOffice #PrivateEquity #IRStrategy

Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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/

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 a result, CIOs in these settings often do not carry securities licenses. Instead, families typically look for professionals with a tax or legal background — such as a CPA, JD, or LLM — especially when the role ties back to managing taxable wealth at the individual or family level.

For senior-level roles, Brian emphasizes the growing importance of relationship capital. Families increasingly value CIOs with deep networks and access to exclusive private co-investment opportunities, sometimes even more than traditional licensure or credentials.

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🎧 Full guest profile: https://www.theinvestorrelationspodcast.com/guests/brian-adams/
📺 More episodes: https://www.youtube.com/@theinvestorrelationspodcast
🌐 Show website: https://www.theinvestorrelationspodcast.com/
🔗 Host LinkedIn: https://www.linkedin.com/in/joshuabrucewilson/

#FamilyOffices #InvestorRelations #CIOInsights #CapitalDeployment #PrivateEquity 

Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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/

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 perspective on the evolving role of investor relations—not just as a transaction function, but as an essential discipline in strategic leadership.

Tom walks us through how his team bridges the worlds of founders and investors, acting not just as a capital source but as long-term advisors navigating regulation, legacy planning, and organizational resilience. From pioneering private equity before it had a name to building bespoke strategies for founder-led companies, Dr. Powell brings a rare clarity to the IR conversation—rooted in experience, not theory.

This conversation is essential for family offices, institutional investors, IR professionals, and founders seeking deeper alignment between capital, leadership, and legacy.

#InvestorRelations #FamilyOffices #CapitalStrategy #PrivateEquity #FoundersOffice #FinancialLeadership #IRStrategy

Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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/

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 honing in on what you do best can lead to a remarkable turnaround for struggling companies.

💡 "You can't focus on everything. Sometimes it's about recognizing what you're truly good at and doubling down on that strength."

Join the discussion and discover transformative strategies that could redefine your approach in the biotech sector. Listen to the full episode and revitalize your perspective today!

Biotech #TurnaroundStrategy #LifeSciences #Leadership #FocusAndSpecialize #PodcastNetworking

Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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/

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 with investors and industry peers. 

The key takeaway is the value of connecting with experienced IR professionals and seeking mentorship, as these relationships can offer guidance and support throughout one's career. The speaker also encourages reaching out for calls or coffees to foster these connections, as opportunities can arise from these interactions.

Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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/

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 explains that while institutional experience—such as investment banking or hedge fund training—can be foundational, it’s broad, cross-asset knowledge and relationship credibility that matter most. Family offices increasingly seek generalists with exposure to multiple investment structures, market cycles, and asset classes. For professionals who want to thrive in this space, the ability to move across strategies, build trust, and participate in peer-to-peer deal flow is critical.

👉 Learn more or connect with our team at TheInvestorRelationsPodcast.com

#FamilyOffices
 #CIOCareer
 #CapitalMarkets
 #InvestorRelations
 #AlternativeInvestments
 #WealthManagement
 #InvestmentStrategy

Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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/

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 future projections. 

With the ever-changing economic and geopolitical landscape, it's crucial for companies to communicate their strategies and expectations. Join us for a detailed discussion on how earnings calls serve as a vital platform for businesses to maintain transparency and navigate through dynamic market conditions.

Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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/

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.

Discover the importance of being prepared before investor queries escalate and learn how critical events like S-1 filings unveil key financial and business insights.

Join us in exploring why tracking these movements isn’t just beneficial, but essential for Investor Relations teams. Stay ahead and make informed decisions!

🚀 #IPO #M&A #InvestorRelations #BusinessStrategy #EarlyStageCompanies

Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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/

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 chances of successful funding. Tune in to gain valuable insights on using platforms like OpenVC to enhance your investor knowledge.

Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance 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 should consult their own legal counsel, compliance teams, 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/