In this powerful Part 2 of The Deal Podcast with Sean Phalon, we go deeper beyond capital, real estate, and transactions into the why behind the work.

Sean opens up about:

• Growing up as an adoptee and finding his identity
• Building $85M+ in real estate pipeline and managing over 200 units
• Lessons from selling a mortgage company to a bank
• How personal transformation shifted his business philosophy

He also shares what it means to build from the inside out anchoring your business around your values, your time, and your faith, instead of chasing external validation.

This episode touches on everything: vision, leadership, family, faith, and the calling to serve through business.

What You’ll Learn:

• Why building your life around your values changes how you lead
• The difference between being a “go-getter” vs. a “go-giver”
• How to structure businesses that protect your time and legacy
• Why over-communication is critical in remote leadership
• The value of using your network with intentionality, not volume
• How Reach Labs is empowering real estate tech entrepreneurs

Guest:

Sean Phalon – Mortgage Executive | Founder | RE Investor 200+ Units | Distressed RE Expert

Connect with Sean: https://www.linkedin.com/in/sphalon/

Host Joshua Wilson: https://www.linkedin.com/in/joshuabrucewilson/

Presented by: FA Mergers

Visit: https://www.thedealpodcast.com

Like this episode? Subscribe and leave a review.

Want to be featured? Submit your deal at https://www.thedealpodcast.com

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/

Investor relations is not a department.

It is a strategy.

In this episode of The Investor Relations Podcast, Joshua Wilson and Chris Williams break down the vision behind building a true investor relations ecosystem.

They discuss:

• What investor relations actually means
• Why communication must be strategic, compliant, and consistent
• How podcasts accelerate trust and deal flow
• Why private equity and family offices need a content strategy
• The coming “silver tsunami” of business exits
• How SPAC, DESPAC, and middle-market deal conversations connect

This episode pulls back the curtain on where the network is going and why ecosystem thinking is becoming essential in capital markets.

If you are raising capital, allocating capital, preparing for exit, or building a fund platform, this conversation is for you.

Subscribe and listen:

https://www.theinvestorrelationspodcast.com/

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/

SPACs are often misunderstood.

In this episode of The Investor Relations Podcast, host Joshua Wilson speaks with Louis Camhi, Founder of RLH Capital, about how professional investors deploy capital across the full SPAC lifecycle.

Louis walks through:

• What a SPAC actually is
• How redemption mechanics protect downside
• When risk capital makes sense
• How institutional PIPE backing impacts confidence
• Why extension votes create additional optionality
• What makes a “good” versus “bad” SPAC deal
• The current state of IPO and M&A markets

He also shares candid insights on fundraising, niche strategy positioning, and what it takes to build conviction in a misunderstood asset class.

This episode is a practical breakdown of how to approach SPAC investing with discipline, structure, and a risk-first mindset.

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/

The FAVOR Factor: A Biblical Framework for Modern Funds

In this episode of the Investor Relations Podcast, Joshua Wilson breaks down a revolutionary biblical principle discovered within the story of Nehemiah—the first "public-private government grant" strategy. By decoding the word FAVOR, Joshua reveals a mnemonic framework that maps directly onto the business model of private equity, venture capital, and hedge funds. Whether you are a GP or an LP, this "FAVOR" model allows you to audit your fund's lifecycle and identify exactly where you need to optimize for success.

The FAVOR Framework for Funds
Joshua explores how each letter in FAVOR represents a critical stage in the capital raising and management process:

F – Fundraise: The initial GPLP strategy where capital is raised from investors.

A – Acquire the Deal: The strategic acquisition of assets, whether in real estate, private businesses, or capital markets.

V – Value Proposition: Implementing a "value-add" strategy to increase the worth of the acquired assets.

O – Operate & Optimize: The operational phase where you grow equity and maximize the value of the portfolio.

R – Return & Redo: Providing the expected returns to investors and repeating the cycle for the next fund.

Join the Conversation

Do you think this biblical model applies to your specific fund? We want to collaborate with you!

CTA: Reach out to Joshua Wilson on LinkedIn or send a message through the Investor Relations Podcast ecosystem to share your thoughts on the FAVOR model or to collaborate on our upcoming deep dive into investor capacity.

https://www.linkedin.com/in/joshuabrucewilson/

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, 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.

—

🎧 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/