Billion Dollar Backstory

By Stacy Havener

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.

Image by Stacy Havener

Category: Investing

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 5
Reviews: 0
Episodes: 128

Description

Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @stacyhavener // www.billiondollarbackstory.com

Episode Date
127: Ops That Actually Work: Real Stories from the Front Lines with Ultimus Fund Solutions
Dec 10, 2025
126: Three Ways to Make Panels Less Awkward and More Effective | Story Snacks Series
Dec 03, 2025
125: Seb Stewart, Partner at $20B Pacific Asset Management & IMI Chair on Why Allocators Really Say Yes and How Boutiques Win
Nov 26, 2025
124: The First Step to Bringing Your Fund to the U.S. (It’s Not What You Think) | Story Snack Series
Nov 19, 2025
123: Devon Drew, From Sales Exec at a Trillion Dollar Asset Manager to Founder of Tech-Enabled Sales Platform AssetLink on Why Fund Distribution Needs Disruption
Nov 12, 2025
122: Your Founder Is Stepping Back—Now What? | Story Snacks Series
Nov 05, 2025
121: Chat Reynders, Co-Founder of a $4B RIA Reynders McVeigh on True Impact Investing, Differentiation, and Owning Your Story
Oct 29, 2025
120: Lon Stroschein, Founder of Normal 40 and best-selling author of The Trade, on Why High-Achieving Professionals Often Feel Unfulfilled and Want More From Their Story
Oct 22, 2025
119:Toussaint Bailey, Exited Founder of a $2B RIA + Managing Partner of Uplifting Capital, on Differentiation, Values-Aligned Investing, and What Comes After a Big Exit
Oct 15, 2025
118: Joe Greco, Founder of Palio, From the NYSE Trading Floor and CNBC to Performance Coaching in the C-Suite on How We Can Optimize for Peak Performance
Oct 08, 2025
117: Do This Before You Post Another Chart on LinkedIn | Story Snacks Series
Oct 01, 2025
116: Best-Selling Ghostwriter Holly Crawshaw Joyner on Building Authority with Books + LinkedIn
Sep 24, 2025
115: Karl Heckenberg, Founder of $1B platform Constellation Wealth Capital, on Billion Dollar Partnerships, Founder-Led Firms, and Why People Matter More Than Performance
Sep 17, 2025
114: John Bowman, CEO of CAIA, on Founder-Led Sales, Listening Tours, and Why Empathy Wins in Finance
Sep 10, 2025
113: Why Mixing Up Job Stories and Brand Stories Hurts Your Pitch | Story Snacks Series
Sep 03, 2025
112: Rewind: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters
Aug 27, 2025
111: Rewind: $1.2B Manager of Managers Turned Fintech Founder Lucky Walker of AM Insights on the Power of Data in Distribution
Aug 20, 2025
110: Rewind: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello
Aug 13, 2025
109: Rewind: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship
Aug 06, 2025
108: When Business Is Personal | What Happens When Siblings Join the Family Firm | Meet Spencer Ogden and Liz Curtin of Dock Street
Jul 30, 2025
107: Bob Lind, Co-Founder of Lind Capital Partners, Specialist in Off the Run Credit Investments on Building an Investment Boutique Around Non-Rated Municipal Bonds
Jul 23, 2025
106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series
Jul 16, 2025
105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family
Jul 09, 2025
104: Simon Evan-Cook, Downing Fox – The Role of Luck and Skill in Successful Fund Management and Business Building
Jul 02, 2025
103: From Ranch Life to Running a $3B Firm — Meet Eric Flynn, CFA of Compound Planning
Jun 25, 2025
102. How a Female, First-Gen American Founder Turned European Credit on Its Head | Meet Agata Dornan and Her $230M Boutique, Chepstow Lane
Jun 18, 2025
101: Meet Rob Morier: From Wall Street Exec to Podcasting Entrepreneur to Venture Capital Professor
Jun 11, 2025
100th Episode Featuring Dr. Daniel Crosby | The Scientist and The Storyteller Reunite on The Soul of Wealth, Why Every Company is a Media Company, and How to Find Meaning in the Attention Economy
Jun 04, 2025
99: How to Add Personality to Your Posts (Without Losing Your Professional Edge) | Story Snacks Series
May 28, 2025
98: Inside the Mind of a 3x Billion-Dollar Boutique Founder: Tucker Walsh on Growth, Grit, and Getting Funded
May 21, 2025
97: Sean Peche, Founder and Fund Manager, Ranmore Funds – Benefits of Challenging the Status Quo in Fund Marketing and Distribution
May 14, 2025
96: Alex Boyd, Founder of Aware – Helping Investment Firms (and Introverts) Succeed on LinkedIn
May 07, 2025
95: Dan Mikulskis, CIO £31B People’s Partnership – How to Take Conference Panels from “Meh” to Magic
Apr 30, 2025
94: Big Exit. Bigger Idea. $30M in Backing | Meet Rafael Loureiro, CEO of Wealth.com
Apr 23, 2025
93: Meet Ben Beneche – Former Co-Lead of International Equity at $200B Pictet, Now Boutique Investment Co-Founder at Tourbillon
Apr 16, 2025
92: Crowd Control—How to Nail Investor Meetings (Even With 10+ People in the Room) | Story Snacks Series
Apr 09, 2025
91: The 4 Traits Every Great Fundraiser Has (and They’re Not on a Resume) | Story Snack Series
Apr 02, 2025
90: Are Allocators Even on LinkedIn? How to Build Relationships With Investors on Social and Beyond | Story Snack Series
Mar 26, 2025
89: The 5 Biggest Storytelling Mistakes Fund Managers Make (And How to Fix Them) | Story Snack Series
Mar 19, 2025
88: How to Stand Out (and Win Over Investors) in a Crowded Sea of Fund Managers | Story Snacks Series
Mar 12, 2025
87: People Invest in People | $6B CEO Conor Hoey on Raising Capital Through Relationships
Mar 05, 2025
86: Objection! Why Investors Say No (and How to Get to Yes) | Story Snacks Series
Feb 26, 2025
85: Meet Kristof Gleich – President & CIO of $50B Harbor Capital Manager of Boutique Managers
Feb 19, 2025
84: Meet Amy Volas – Founder of Avenue Talent Partners Startup Executive Recruiters For Hiring Sales Leaders
Feb 12, 2025
83: Meet Judith MacKenzie - Founder of Downing Fund Managers, the boutique investment arm of $2.5B Downing LLP
Feb 05, 2025
82: The Intersection of Economics and Storytelling with Philippe Gijsels Chief Strategist of BNP Paribas and Co-Author of “The New World Economy in 5 Trends”
Dec 18, 2024
81: How to Grow Your AUM Without a Big Team or Budget | Story Snacks Series
Dec 11, 2024
80: From Multi-Billion Ziff Brothers to $150B Research Affiliates Partner to Wealth Management Founder. Meet Jonathan Treussard, Founder of Treussard Capital
Dec 04, 2024
79: What Most Fund Managers Overlook When Hiring Marketing Pros | Story Snacks Series 
Nov 27, 2024
78: An Innovative Approach to Investing in the Energy Transition Megatrend | Meet Lisa Audet Founder & CIO, Tall Trees Capital | “Meet the Boutique Series”
Nov 20, 2024
77: Founder/CEO of $1.5B First Ascent (Acquired by GeoWealth), FinServ and Asset Management Luminary. Meet Scott MacKillop
Nov 13, 2024
76. How to Find the Right Investors When You Have a Brand New Fund | Story Snacks Series
Nov 06, 2024
75: How $75B Asset Manager GMO Sparked an Award-Winning Platform for Wealth Managers, Meet Dr. Martin Tarlie of Nebo Wealth
Oct 30, 2024
74: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello
Oct 23, 2024
73: How Do I Move Deals Through the Funnel | Story Snacks Series
Oct 16, 2024
72: Y Combinator and Thiel Fellowship Alum Building Tech-Enabled Wealth Management Firm, Meet Savvy Wealth Co-Founder, CEO Ritik Malhotra
Oct 09, 2024
71: Taking the Guesswork out of Private Market Investments with Opto Investment Co-founder Jacob Miller | Why Financial Advisors are Leaning into Alternative Investments in 2024
Oct 02, 2024
70: $100B in Platform Assets Arch Co-Founder, Ryan Eisenman on the Power of Solving Client Problems | What Matters in Raising Venture Capital | Why Founder-Led Sales is the Way
Sep 25, 2024
69: Rewind | Portfolio Manager of $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot | How to Lead with Authenticity | Why Your Personal Brand is an Asset
Sep 18, 2024
68: Rewind | Marketing Expert Samantha Russell of FMG on the Founder’s Journey from Bootstrap to Exit | Why Specialization is Powerful for Start-ups | What Digital Marketing Strategies Work Well in Financial Services | How to Ramp Sales with Stories
Sep 11, 2024
67: How to Melt the Ice with Vibe Management | Story Snacks Series
Sep 06, 2024
66: Rewind | CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How He Manages Being an Introvert as a CEO | What Specialization Means As You Scale | How Client Service Can Be Your Edge in Investment Management
Sep 04, 2024
65: What to Do When Your Fund Manager Isn’t Great at Storytelling | Story Snacks Series
Sep 02, 2024
64: Navigate Crowded Meetings Like a Pro | Story Snacks Series
Aug 30, 2024
63: Rewind | From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines Edge and Differentiation
Aug 28, 2024
62: Job and Brand Stories: One Size Fits All? | Story Snacks Series
Aug 26, 2024
61: The Art of Leaving a Voicemail | Story Snacks Series
Aug 23, 2024
60: Rewind | Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques
Aug 21, 2024
59: To Niche or Not to Niche | Story Snacks Series
Aug 19, 2024
58: How to Lead A Meeting Without A Pitch Deck | Story Snacks Series
Aug 16, 2024
57: Rewind | Value Investing Specialist Sean Peche of Ranmore Funds on Building a Boutique After Years at $35B Bigs | How Boutiques Will Win with a Different Playbook (and LinkedIn Is In It) | Why Numbers and Narrative Can Vibe Together
Aug 14, 2024
56: How Much Detail Does Your Backstory Really Need? | Story Snacks Series
Aug 12, 2024
55: The Secret to Booking More Meetings with Investors | Story Snacks Series
Aug 09, 2024
54: Rewind | The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Why Typical Fund Managers Tell Terrible Stories (and How to Make Sure You Nail Your Narrative)
Aug 07, 2024
53: Why a Founder’s Backstory Matters–Even for Firms Managing Billions | Story Snacks Series
Aug 05, 2024
52: $520 Million Frontier & Emerging Markets Specialists Jonathan Binder and Charlie Cassel Co-Founders of Consilium Investment Management | The Importance of High Conviction Strategies | Why Benchmarks in EM Are a Problem | “Meet the Boutique” Series
Jul 31, 2024
51: Modern Marketing for Investment Boutiques
Jul 24, 2024
50: Private Credit Opportunities in an Undercapitalized Fast Growing Industry | Meet Altmore Co-founders Steve Ham and Patrick Kim Specialists with $300 Million in Cannabis Capital | Why More Family Offices are Allocating to Cannabis | “Meet the Boutique” Series
Jul 17, 2024
49: $500 Million Female Led Fund Team Within a $65 B Multi-Boutique | Small Cap Growth Specialist Rayna Lesser Hannaway of Polen Capital on Owning Your Story | Why Culture and Qualitative Matter | How People Helping People Can Change the Face of the Fund Business
Jul 10, 2024
48: $4B RIA Platform Chief Behavioral Officer Brendan Frazier of RFG Advisory on the Power of People First | How Listening More Will Get You More Meetings | Why Salespeople Need to Drive Toward No
Jul 03, 2024
47: $83B Investment Strategist Doug Huber of Wealth Enhancement Group on the Evolution of Manager Research | Balancing the Binary in Investment Management | Why Qualitative Matters in Due Diligence
Jun 26, 2024
46: Can Global Giants and Focused Specialists Co-Exist? | $500B Industry Think Tank CEO Dani Hristova of the Independent Investment Management Initiative on Building a Successful Boutique | Why Story is Critical to Success
Jun 19, 2024
45: $700 Million Small Cap Credit Fund Manager Hunter Hayes of Intrepid Capital on Building a New Strategy Within a Successful Boutique | How Owning Your Different Unlocks Growth | Why Specializing is the Key to Scaling
Jun 12, 2024
44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters
Jun 05, 2024
43: $4B Boutique Co-Founder Rodney Herenton of Channing Capital Management on Building a Platform of Specialists | The Importance of Legacy in Asset Management | Why Differentiation is the Future | “Meet the Boutique” Series
May 29, 2024
42: $4B Family Office Co-Founder Khaled Said on Entrepreneurship | Why Story Is a Differentiator | How Collaboration, Creativity, and Courage Are Key to Serving Clients Well
May 22, 2024
41: $1.7B Family Office CIO Paul Bodnar on Differentiation in Investment Management | Why Specialists Matter in a Portfolio Line-Up | “Ask an Allocator” Session
May 15, 2024
40: Boutique Founder to $5B CEO to Boutique Founder Again: Adrian Clayton of Northstar Asset Management| The Business of Building an Investment Boutique| How Science, Art and Heart Play a Role in Investment Success
May 08, 2024
39: $200B Asset Management CIO Bill Harding on the Importance of Qualitative Due Diligence | Why Culture is a Source of Alpha | “Ask an Allocator” Session
May 01, 2024
38: $18B Value Investing Portfolio Manager Jim Falbe on Founding His Own Investment Boutique | Why AI is an Amplifier of Classic Value Investing | How People in the Investment Industry Can Help Each Other Build a Legacy
Apr 24, 2024
37: Data Viz Expert James Eagle of Eeagli on the Journey from the Bigs to Entrepreneurship | Why Story is Powerful in Numbers and Narrative | The Art of Authenticity- Owning What Makes Us Different (and Special)
Apr 17, 2024
36: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship | Why AUM Isn’t the Only Measure of Success | How Different Thinking Leads to Differentiated Results
Apr 10, 2024
35: $3B Alts Platform Co-Founder Turned $3B RIA Founder Dick Pfister of Alphacore on Innovation in Alternatives and Advisory| Why the 60/40 Model Needed a Reset | How to Launch, Build, and Scale a New Idea with Story
Apr 03, 2024
34: Trillion Dollar Wirehouse, Trillion Dollar RIA Custodian, Boutique Consultancy Founder Tim Welsh of Nexus Strategy on the RIA Industry | Why Founder-Led Sales Matters in Fintech and Investments | The Story of Industry Awards Program “The Wealthies”
Mar 27, 2024
33: New School Marketing Strategies Power a $420 Million RIA Led by Matt Blocki and Jamison Wealth, Partners of EWA | How Content Marketing Can Grow a Boutique | Why Specialization Creates More Opportunity (Not Less)
Mar 20, 2024
32: $1.2B Manager of Managers Turned Fintech Founder Lucy Walker of AM Insights on the Power of Data in Distribution | How Meetings are Improved When Fund Managers Ditch the Pitch | Why Different is Better than Better in Fund Selection
Mar 13, 2024
31: $30B RIA Platform Co-Founder Scott Colangelo on Entrepreneurship in Financial Services| Why Collaboration is the Future of Growth | How to Innovate Product Development and Put People First
Mar 06, 2024
30: The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Why Typical Fund Managers Tell Terrible Stories (and How to Make Sure You Nail Your Narrative)
Dec 20, 2023
29: Should You Launch an Investment Boutique? Answer These 5 Questions
Dec 13, 2023
28: Value Investing Specialist Sean Peche of Ranmore Funds on Building a Boutique After Years at $35B Bigs | How Boutiques Will Win with a Different Playbook (and LinkedIn Is In It) | Why Numbers and Narrative Can Vibe Together
Dec 06, 2023
27: $250B AUM Leadership & Talent Exec Michael Futterman on Preventing Founder Burnout | Why Performance is Table Stakes | How to Stay in the Game Even When It’s Difficult and Celebrate the Small Wins
Nov 29, 2023
26: From Start-up to $6B Specialist CEO Robin John of Eventide on Building a Boutique | The Power of Founder-Led Sales | Why Every Fund Manager Needs a Mission Bigger Than Themselves
Nov 15, 2023
25: From a $20B RIA to One of the World’s Largest Family Offices John Tennaro Still Has an Eye for Boutiques | Why Boutiques Need to Specialize | The Power of Qualitative: Analysts Can Get the Data, Tell Them Stories
Nov 08, 2023
24: $1.2B Boutique CEO Manish Khatta of Potomac Fund Management on The Power of Branding for Boutiques | Insights into His Modern Marketing Playbook He Used to Add $1B in 3 Years
Nov 01, 2023
23: $1.1B RIA / Venture Capital Co-Founder Spencer Kelly of Regatta Capital on Organic Growth | Lessons Learned from Door-to-Door Sales | Why Every Business is a People Business
Oct 25, 2023
22: Start-up Vibes at a $7.5B Wealth Manager w/ EVP Adam Cox | Rethinking Technical Expertise in Finance | The Power of Authentic Storytelling (and Podcasts) | Why Introverts Make Great Salespeople
Oct 18, 2023
21: The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Three Behavioral Biases That Sabotage Sales | Why Fund Managers Miss the Mark in Business Storytelling
Oct 11, 2023
20: How to Tell a Story That Sells
Oct 04, 2023
19: Portfolio Manager for $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot | How to Lead with Authenticity | Why Your Personal Brand is an Asset
Sep 27, 2023
18: $4.5B Boutique CEO, Steve Rogers of Shelton Capital Management, on Why Business is Personal | The Future for Boutiques and the Role of M&A | Why Performance is Table Stakes Not a Differentiator
Sep 20, 2023
17: From $50B Private Bank CEO to Boutique Founder Specializing in Private Credit, Gloria Nelund of TriLincGlobalShares Her Story|How Private Credit and Impact Investing Align| Why SMBs are the Future of Growth in Emerging Markets
Sep 13, 2023
16: Marketing Expert Samantha Russell of FMG on the Founder’s Journey from Bootstrap to Exit | Why Specialization is Powerful for Start-ups | What Digital Marketing Strategies Work Well in Financial Services | How to Ramp Sales with Stories
Aug 16, 2023
15: The Psychology of Sales w/ Dr. Daniel Crosby & Stacy Havener | The Scientist & The Storyteller | What Makes a Powerful Narrative in Financial Services and Investments | Does Your Corporate BrandStory Need a Villain (spoiler alert: yes, yes it does)
Aug 02, 2023
14: CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How He Manages Being an Introvert as a CEO | What Specialization Means As You Scale | How Client Service Can Be Your Edge in Investment Management
Jul 19, 2023
13: Podcast Spotlight: Meet the Managers – Schroders’ Andrew Williams and Ben Arnold, CFA | Views from a Value Boutique Inside an $800 Billion Asset Manager | Why Value Investing Is Not for Everyone | How Urban Myths Can Be Origin Stories | Repost from The Value Perspective Podcast
Jul 12, 2023
12: From Global Asset Manager CEO to Founder of an Investment Boutique Heidi Ridley of RadiantESG on Embracing Innovation | Why Qualitative and Quantitative Both Play a Role in Investing | How ESG and Sustainability Are the Keys to Future Growth
Jul 05, 2023
11: The Scientist & The Storyteller | A Collab from Dr. Daniel Crosby & Stacy Havener | The Psychology of Sales | Unpacking Three Behavioral Biases to Help You Close More Deals | Sales Success = Art + Science
Jun 28, 2023
10: $6B CEO Heather Fortner of SignatureFD on Leading with Authenticity | Why Specialists and Niches are the Future of Wealth Advisory | How Community and Shared Experiences Unlock Growth
Jun 14, 2023
9: The Art of Differentiation in the Investment Industry | Allocators Want Different Not Better | How to Identify Your Edge and Find Your Fascinating to Raise Capital
Jun 07, 2023
8: $400B AUA, PE-Backing, Co-Founder Bob Dorsey of Ultimus on Staying True to Your Roots | Why FinTech is a People Business | How Handshakes and Phone Calls Can Build an Empire in Financial Services
Jun 01, 2023
7: $18T in Alternative Investments, 1 Premier Association Serving the Industry – Conversation with Aaron Filbeck of CAIA | How to Think Like An Allocator | Why Allocators and Asset Managers Fail to Communicate | Research on Qualitative vs Quantitative Due Diligence (aka Culture Eats Sharpe Ratio for Breakfast)
May 24, 2023
6: From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines Edge and Differentiation
May 17, 2023
5: $300B LCP’s Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques
Apr 26, 2023
4: From $1B Fund Mgr to Investment Boutique Founder, Ethos' James Fletcher on Authentic Leadership | The Power of People & Story to Win Clients | Why Culture is a Differentiator
Apr 19, 2023
3: $20B Carson Group Founder Ron Carson on How Personal Growth Unlocks Professional Growth | Can You Be a Specialist and Scale? | Why Culture and Values Matter in Defining Target Market
Apr 12, 2023
2: $60B Orion's Chief Behavioral Officer Dr. Daniel Crosby on Why Storytelling Works in Raising Capital | The Power of Authenticity in Business | What Qualities a Successful Salesperson Needs (*Buckle Up*)
Apr 05, 2023
1: Backstory of Backstory | What's My Story? | Why Should You Care? | Does Storytelling Actually Work in the Investment Biz (Spoiler: Yes, It Does)
Mar 29, 2023
Welcome to Billion Dollar Backstory with Stacy Havener
Feb 02, 2023