Billion Dollar Backstory
By Stacy Havener
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Category: Investing
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Episodes: 42
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.
@stacyhavener // www.billiondollarbackstory.com/
| Episode | Date |
|---|---|
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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
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May 15, 2024 |
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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
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May 08, 2024 |
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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
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May 01, 2024 |
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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
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Apr 24, 2024 |
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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)
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Apr 17, 2024 |
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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
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Apr 10, 2024 |
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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
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Apr 03, 2024 |
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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”
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Mar 27, 2024 |
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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)
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Mar 20, 2024 |
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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
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Mar 13, 2024 |
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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
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Mar 06, 2024 |
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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)
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Dec 20, 2023 |
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29: Should You Launch an Investment Boutique? Answer These 5 Questions
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Dec 13, 2023 |
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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
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Dec 06, 2023 |
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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
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Nov 29, 2023 |
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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
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Nov 15, 2023 |
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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
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Nov 08, 2023 |
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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
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Nov 01, 2023 |
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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
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Oct 25, 2023 |
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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
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Oct 18, 2023 |
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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
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Oct 11, 2023 |
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20: How to Tell a Story That Sells
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Oct 04, 2023 |
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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
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Sep 27, 2023 |
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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
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Sep 20, 2023 |
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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
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Sep 13, 2023 |
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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
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Aug 16, 2023 |
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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)
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Aug 02, 2023 |
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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
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Jul 19, 2023 |
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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
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Jul 12, 2023 |
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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
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Jul 05, 2023 |
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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
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Jun 28, 2023 |
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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
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Jun 14, 2023 |
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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
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Jun 07, 2023 |
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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
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Jun 01, 2023 |
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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)
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May 24, 2023 |
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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
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May 17, 2023 |
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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
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Apr 26, 2023 |
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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
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Apr 19, 2023 |
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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
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Apr 12, 2023 |
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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*)
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Apr 05, 2023 |
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1: Backstory of Backstory | What's My Story? | Why Should You Care? | Does Storytelling Actually Work in the Investment Biz (Spoiler: Yes, It Does)
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Mar 29, 2023 |
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Welcome to Billion Dollar Backstory with Stacy Havener
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Feb 02, 2023 |