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PODCAST

Billion Dollar Backstory

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 //

business investing

All Episodes

59:31

33: New School Marketing Strategies Power a $420...

Billion Dollar Backstory ·

2024/03/20

If you're tired of the same old business strategies (that don’t even work for boutiques) and want to carve a path to uncommon success, it's time to challenge the status quo. Not sure how? You’re in luck with this episode. Matt Blocki and Jamison Smith from Equilibrium Wealth Advisors are coming on the show to share their rebel playbook for success. Listen in as they discuss: ● The danger of not using EOS ● How over tracking marketing analytics can be harmful● How

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57:59

32: $1.2B Manager of Managers Turned Fintech Founder...

Billion Dollar Backstory ·

2024/03/13

Fund managers, it’s time to ditch the pitch deck of doom. It’s not helping you differentiate. It’s putting allocators to sleep. Take it from Lucy Walker, Founder of data platform AM Insights, who spent the bulk of her career as a manager of managers allocating over $1B at specialist firm Sarasin Partners in the UK.She knows this business inside and out, and Today she’s sharing her wisdom on up-leveling your meeting game so you can land more investments. Listen in as she and Stacy

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51:19

31: $30B RIA Platform Co-Founder Scott Colangelo on...

Billion Dollar Backstory ·

2024/03/06

Ever wondered how the giants in financial advisory scale? Today, join Stacy and Scott Colangelo, Chairman and Managing Partner of Prime Capital Investment, a $30B powerhouse, for an exclusive look behind the scenes. Listen in as they discuss: His backstory – what he learned about from watching his dad succeed in financial management after starting from ground zero How your ego can stifle your boutique's success Collaboration strategies that could 10X your RIA’s potential. The role of

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55:29

The Psychology of Sales w/ Dr. Daniel Crosby and...

Billion Dollar Backstory ·

2023/12/20

Fund managers, buckle up! In Part 4 of 'The Scientist and The Storyteller' series, Dr. Daniel Crosby, a behavioral psychologist is back and ready to tell you the cold hard truth about why your brain might be sabotaging your storytelling game. Listen in as he and Stacy discuss: Why our brains cling to conformity, killing our chances of standing out Why linear stories put people to sleep and how mastering the ‘peak-end’ rule will help A sniff test that’ll help you determine if your story is

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38:46

Should You Launch an Investment Boutique? Answer...

Billion Dollar Backstory ·

2023/12/13

If you’re a talented fund manager you’ve probably asked yourself, “Should I start an investment boutique?” at some point or another. And I get it - the idea of being an entrepreneur sounds incredible. And there’s nothing that will fill you with more pride (and fear) than going out on your own. But before you jump ship, it’s crucial to ask yourself the RIGHT questions about whether being a founder AND a fund manager is for you.That’s why in this episode, we’ll explore the five essential

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68:11

Value Investing Specialist Sean Peche of Ranmore...

Billion Dollar Backstory ·

2023/12/06

Let’s be real: boutique building is no walk in the park; it's a rollercoaster of gutsy moves and unexpected comebacks. Today, we’re sitting down with a guest who knows all about that. Meet Sean Peche, a value investing specialist who's transitioned from the $35B big leagues to crafting his own firm. In this episode, Sean and Stacy unpack: His Backstory – how a volatile market led him to put his boutique-building dream on hold His inspiring comeback story The secrets behind Sean's unique

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65:46

$250B AUM Leadership & Talent Exec Michael Futterman...

Billion Dollar Backstory ·

2023/11/29

Building a boutique is no cake walk. But it’s easier to stay on the grind when your mindset is in check. Today’s guest, Michael Futterman – the brains behind leadership development for mammoth asset managers (think $600B+ industry giants) and coach for emerging fund managers is just the guy to help you get into a headspace that’ll allow you to edge ahead in this tough race. Listen in as he dives deep into: The neuroscience of celebrating small winsTips to beat burnoutWhy team management is

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56:28

From Start-up to $6B Specialist CEO Robin John of...

Billion Dollar Backstory ·

2023/11/15

Meet Robin John, the CEO of Eventide, a $6B asset management firm. Robin and his co-founder defied the odds, launching Eventide in 2008 with no track record, no assets, but unwavering belief. 15 years and $6B dollars later, we know they were onto something. Listen in as he and Stacy discuss: ● His backstory – How watching his mother do meaningful work in the world as a nurse taught him the value of purpose and impact early on ● How he stayed rooted in his mission and defeated

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68:23

From a $20B RIA to One of the World’s Largest Family...

Billion Dollar Backstory ·

2023/11/08

Some say only small allocators invest in boutiques. Not true.Today's guest, John Tennaro has worked for some of the largest RIAs and family offices in the world, managing double-digit billions and more. And guess what? He’s here to tell you the big guys still have an eye for boutiques. Ready for a tall glass of hope - with a side of tough love advice, no chaser? Listen in as John shares:His backstory and how an economics class sparked his passion for ESGA deep dive into the mind of an

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65:49

$1.2B Boutique CEO Manish Khatta of Potomac Fund...

Billion Dollar Backstory ·

2023/11/01

The investment world has evolved. Success on Wall Street isn’t reserved for middle-aged white men in fancy NYC offices making deals and dollar calls like old cliches would have you believe.Our guest today, Manish Khatta, is living proof that breaking the mold can lead to incredible success. He's the CEO/CIO of the rapidly growing boutique, Potomac Fund Management, and he managed to boost the fund by $1 billion in just three years. How? By doing something different—being a relatable,

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49:14

$1.1B RIA / Venture Capital Co-Founder Spencer Kelly...

Billion Dollar Backstory ·

2023/10/25

Meet Spencer Kelly, co-founder of Regatta Capital. He knows the grind; his early days in door-to-door sales taught him the value of grit, genuine connections, and patience.For Spencer, it's all about relationships in business. That’s why he made crafting a top-notch brand experience the focus for Regatta Capital right from the start. And it paid off. He and his team built a billion-dollar RIA, and today, he’s cracking open their playbook. Listen in as he and Stacy discuss: His backstory –

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55:07

Start-up Vibes at a $7.5B Wealth Manager w/ EVP Adam...

Billion Dollar Backstory ·

2023/10/18

At the start of his career, our guest, Adam Cox, learned an important lesson - success in financial management is about more than delivering flashy stats, sales pitches, and charm. It’s about earning trust. And most importantly, not overlooking your own strengths. In this episode, Stacy and Adam sit down for more than a coffee cheers between two fellow introverts. They’re digging into Adam’s journey to the top and covering: Adam’s backstory – From a one-man show to leading a team of 40

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39:34

The Psychology of Sales w/ Dr. Daniel Crosby and...

Billion Dollar Backstory ·

2023/10/11

If 'speaking to the heart of your client' has always sounded like fluff to you, this episode is your reality check.Today, In part 3 of the Scientist and The Storyteller mini-series, Dr. Crosby takes the hot seat to explain the science behind why making your prospect feel something is the key to getting them to sign on the dotted line. Listen in as he and Stacy Discuss: Mirror neurons: The science behind empathy and connection in storytellingThe backfire effect: How to get your prospects to

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37:35

How to Tell a Story That Sells

Billion Dollar Backstory ·

2023/10/04

What if I told you that just telling your story is not enough? The way you tell it matters. Delivery is everything if you want to make the kind of impact that leads to sales. That’s why today, Stacy is breaking down the basics of finding your voice and sharing a backstory that doesn’t sound like you’re rattling off your resume (and putting prospects to sleep in the process). Listen in as she covers: Why pitching to the heart works, even in an industry full of analytical minds How to craft

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75:11

Portfolio Manager for $18B Long/Short Hedge Fund to...

Billion Dollar Backstory ·

2023/09/27

Imagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high powered hedge fund manager for a double-digit billion specialist hedge fund.Now, imagine what it would take to give that up. Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the top of her game. She did something unheard of and it paid off. Shannon is one of the only people I know to go from one side of the table in the

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54:43

$4.5B Boutique CEO, Steve Rogers of Shelton Capital...

Billion Dollar Backstory ·

2023/09/20

Crossing the billion-dollar mark in the entrepreneurial rollercoaster is no joke, but today, we've got Steve Rogers, CEO of Shelton Capital Management, who not only did it but skyrocketed to $4 billion. So, what's his secret sauce for boutique founders and CEOs eyeing the same success?You’ll get Steve’s success playbook today on the pod. Plus, you’ll hear about: His backstory – What it was like coming from a family of entrepreneursHis journey to hitting the billion-dollar mark Positioning

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63:00

From $50B Private Bank CEO to Boutique Founder...

Billion Dollar Backstory ·

2023/09/13

Gloria Nelund saw that there’s an over a six trillion dollar gap in financing for businesses in developing economies and she said, “Hold my … coffee. I have a private credit firm to build.” Her 10-year track record of making a difference through TriLinc without sacrificing profit proves that you don't have to give up investment returns to do good.That’s why Stacy is thrilled to sit down with Gloria to discuss: Her backstory – how watching her father invest shaped her approach Her big pivot

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56:53

Marketing Expert Samantha Russell of FMG on the...

Billion Dollar Backstory ·

2023/08/16

99% of fund managers are doing social media wrong. Stale and stagnate. Nobody wants that. How do you get to the 1% that stops the scroll? Put some fun back in your fund game. Today, Samantha Russell is coming on the show to teach you how to do just that. Not only has Samantha been named an investment news 40 under 40, a Think Advisor Luminary, and one of the top 10 individuals to watch in wealth management but she’s also holds the role of chief evangelist in a highly successful marketing

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51:28

The Psychology of Sales w/ Dr. Daniel Crosby & Stacy...

Billion Dollar Backstory ·

2023/08/02

Here’s the deal: stories sell. Powerful narratives lead to big investments. They also lead to something far less flashy yet far more valuable long-term – team buy-in. Whether you’re a start-up or scaling, your origin story is the glue that binds your allies - AKA your team - to your mission. It’s also the magnet that attracts investors. A stale story just won’t cut it. Today, Dr. Daniel Crosby and I are joining forces (again) because successful sales and scale are about combining art and

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48:08

CEO of a $400B Fund Admin Gary Tenkman Shares His...

Billion Dollar Backstory ·

2023/07/19

How did Gary Tenkman go from a first-generation college graduate who felt like a fish out of water in finance to CEO of Ultimus Fund Solutions, a $475+ AUI award-winning fund? It sure wasn’t easy. It took grit. It took being willing to get uncomfortable, fail, and learn (rinse, repeat). Grab your headphones and get ready for a backstory chock-full of lessons from places you’d least expect. Listen in as Gary discusses: – His backstory — from first-generation college student paying his own

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134 results

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