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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

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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70:18

Podcast Spotlight: Meet the Managers – Schroders’...

Billion Dollar Backstory ·

2023/07/12

The role of Andrew Williams and Ben Arnold of Schroders Value Equities team - a team responsible for £14B+ - extends beyond managing assets; it involves fostering relationships built on trust and steering clients away from performance-driven decision-making. In this episode, they discuss: A period of underperformance and the heartbreaking trend of talented value investors giving upThe damaging consequences of short-term focus and the chaotic rollercoaster of hot money inflows and

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68:31

From Global Asset Manager CEO to Founder of an...

Billion Dollar Backstory ·

2023/07/05

It's not every day that you get to sit down with a true industry visionary who has reshaped the landscape of asset management. But today, we have the pleasure of sitting down with the innovative force behind RadiantESG Global Investors – Heidi Ridley. With over 30 years of expertise, Heidi’s captivating story will inspire you and challenge your perception of what's possible in the investment world. In this episode, Heidi shares: ● Her backstory – from immigrating from Iran to

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43:32

The Scientist & The Storyteller | A Collab from Dr....

Billion Dollar Backstory ·

2023/06/28

This is the first of a 4-part miniseries with Dr. Daniel Crosby, Chief Behavioral Officer at Orion and host of Standard Deviations podcast. We are joining forces because selling successfully requires combining art and science. Right brain and left brain. In this episode, Dr. Daniel Crosby and I discuss 3 behavioral biases:Mere Exposure Effect: our tendency to develop preferences for things simply because we are familiar with themLoss-Aversion Bias: a cognitive bias that describes why the

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62:11

$6B CEO Heather Fortner of SignatureFD on Leading...

Billion Dollar Backstory ·

2023/06/14

Join me for an inspiring talk with Heather Fortner of SignatureFD, a $6B+ RIA in Atlanta. She joined SigFD as a client service associate 20 years ago when they had $250 mm. Now as the CEO and Chair of the Board, she is leading the firm to $10B by 2025. In this episode, Heather and I discuss:Her backstory and the key traits that gave her the ability to adapt and succeed — from a surgical intern to CEO of a $6B+ RIAThe importance of failing (hope you don’t want Heather to bake you

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32:13

The Art of Differentiation in the Investment Industry...

Billion Dollar Backstory ·

2023/06/07

In this episode I discuss: Why different is better than better (even in the investment industry where we love to rank and chart errrthing) If you want to lean into what makes you different, you need to go to the edges. You need to get radical. The Bain study that reveals: 80% of executives think their company's offerings are differentiated but only 10% of their customers agree How to create a category of one What differentiation is and what it is not Why you must be brave enough to attract

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60:41

$400B AUA, PE-Backing, Co-Founder Bob Dorsey of...

Billion Dollar Backstory ·

2023/06/01

Bob Dorsey is the co-founder and Vice Chairman of Ultimus Fund Solutions. In this episode, Bob and I discuss:His backstory: from butcher markets to financial marketsWhy FinTech is a people business How the root of solving problems doesn’t differ based on your industryHow to keep a “people first” culture as you scaleAn important lesson he learned about complacency from an old TV commercialAdvice for people who are contemplating an angel investment venture or private equityMore About Bob

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54:56

$18T in Alternative Investments, 1 Premier...

Billion Dollar Backstory ·

2023/05/24

As Managing Director and Head of UniFi by CAIA™, Aaron Filbeck oversees content and product strategy for the UniFi by CAIA™ Program. In this episode, Aaron and I discuss:His backstory: from wanting to be an architect to becoming a Director at CAIAWhy the world needs an association like CAIA / Who CAIA is forCAIA’s research on qualitative vs quantitative due diligence (AKA culture eats Sharpe ratio for breakfast)Why allocators and asset managers fail to communicateThe key questions managers

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62:15

From Startup to $5B+ to Startup Again, Award-Winning...

Billion Dollar Backstory ·

2023/05/17

UK’s award-winning fund manager Simon Evan-Cook was a senior member of the Premier Miton Multi Asset team, which managed over $5B. He’s now establishing the Downing Fox Fund Range at Downing LLP in London. In this episode, Simon and I discuss:His backstory: from taking a load of jobs he disliked to discovering a love for writing, which brought him to the investment industryWhy the world would need another fund, let alone a fund of fundsThe power of nicheWhy you must be disagreeable to

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126 results

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