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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

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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64:06

$300B LCP’s Dan Mikulskis on The State of Story in...

Billion Dollar Backstory ·

2023/04/26

As a partner at Lane Clarke and Peacock, a UK consulting firm advising on $300B, Dan Mikulskis helps wealth managers and pension funds make better decisions. He meets with hundreds of asset managers every year. Get perspectives from the other side of the table and the other side of the pond. In this episode, Dan and I discuss:His backstory: From growing up in a family of mathematicians, to investment consulting, to writing and podcastingThe communication gap between fund managers and

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52:18

From $1B Fund Mgr to Investment Boutique Founder,...

Billion Dollar Backstory ·

2023/04/19

James Fletcher is an experienced Emerging Markets portfolio manager. He's the CEO and founder of Ethos Investment Management, a $100M boutique EM fund. In this episode, James Fletcher and I discuss:James’ backstory: From 9 years old sitting on his grandpa’s lap reading the Wall Street Journal, to living in Brazil falling in love with emerging markets, to running Ethos Investment Management and Young Investors SocietyThe importance of culture and how it changes conversations with

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46:51

$20B Carson Group Founder Ron Carson on How Personal...

Billion Dollar Backstory ·

2023/04/12

Ron Carson is an icon in the independent advisor space. He's the CEO and founder of the $20B Carson Group, a platform that serves over 44K families through their advisory network, including 135 partner firms and 35 Carson Wealth locations. In this episode, Ron and I discuss:Ron’s backstory: The heartbreaking moment that veered him from his predetermined path as a small town Nebraska farmer to the world of financeHis adventures in entrepreneurship, sometimes a bit illegal (but we’re not

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64:16

$60B Orion's Chief Behavioral Officer Dr. Daniel...

Billion Dollar Backstory ·

2023/04/05

Dr. Daniel Crosby is a psychologist, behavioral finance expert, and New York Times bestselling author who helps organizations understand the intersection of mind and markets.In this episode, Dr. Daniel Crosby and I discuss:There are fewer Chief Behavioral Officers than people who have walked on the moon… so what the heck is a Chief Behavioral Officer?Daniel’s backstory: How he combined his familiarity with financial advising (his dad was an advisor!) with his love of psychology to break

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40:19

Backstory of Backstory | What's My Story? | Why...

Billion Dollar Backstory ·

2023/03/29

Why you need to work on your backstory, the theory behind the backstory framework, how to use the framework, and common mistakes to avoid. I cover the 5 most frequently asked questions about backstory:What is your backstory and why should we care?What is the theory behind storytelling?What makes a good backstory?Does storytelling actually work in the investment biz (Spoiler: Yes, it does)What are the biggest mistakes people make in storytelling?- - - Thank you to our Billion Dollar

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1:36

Welcome to Billion Dollar Backstory with Stacy Havener

Billion Dollar Backstory ·

2023/02/02

Words matter in a numbers-driven industry. I'm your host, Stacy Havener, founder of Havener Capital, and I've raised over $8B that has led to $30B for investment boutiques... against the odds. How did I do this? Storytelling. Tune in as I interview stories of founders, portfolio managers, and investors who have launched, seeded, and scaled billion dollar businesses. Discover strategies that can help you turn your stories into sales. Get actionable tips I wish I received when I started my

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134 results

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