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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

55:22

110: Rewind: Ex-ING $20B Bond Mgr to 500k Macro...

Billion Dollar Backstory ·

2025/08/13

Alfonso Peccatiello built a following of 500,000 on LinkedIn by doing something radical – by being a real, authentic human in the fund world. And that authentic social presence helped him close investment deals for his new hedge fund, Palinuro Capital. Alfonso’s story is proof that it pays to challenge the status quo and to put people (and connections) first – even in a numbers-obsessed industry. Want the full story? Join Alfonso and Stacy as they discuss: Alfonso’s backstory: How a car

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60:52

109: Rewind: Former Fund Manager at a $27B Shop...

Billion Dollar Backstory ·

2025/08/06

Success as a founder is about more than impressive AUM. It’s about maintaining autonomy and connnection. It’s about taking pride in what you do, the team you’ve built, and most importantly having fun along the way. Take it from today’s guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners.In this episode, he and Stacy discuss: Greg's backstory: From Fidelity Investments to co-founding a $27B investment firmHow his passion for connecting people and numbers drove him

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73:15

108: When Business Is Personal | What Happens When...

Billion Dollar Backstory ·

2025/07/30

What do a chimney sweep empire, a top hat obsession, and a $500M home services company have in common?Dock Street.This Newport-based multifamily office is redefining wealth management for Main Street entrepreneurs, and it’s run by a sibling duo, Spencer Ogden and Liz Curtin. who swore they’d never work together.In this episode, Spencer and Liz join Stacy to talk about:Growing up in a business... then choosing to join it at 40What second-gen operators really need to carry on the family

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54:06

107: Bob Lind, Co-Founder of Lind Capital Partners,...

Billion Dollar Backstory ·

2025/07/23

What do you do when the market tells you there’s no room for another fund? You tell a better story and carve your niche anyway.In this episode, Stacy sits down with Bob Lind, Co-Founder of Lind Capital Partners, a boutique manager specializing in one of the most overlooked corners of the credit market: non-rated municipal bonds.They dive into how Bob went from selling himself into his first research job to building a firm around a misunderstood asset class and why ditching the pitch helped

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5:01

106: Want That Investor Lunch? Here’s What to Do...

Billion Dollar Backstory ·

2025/07/16

Headed to a new city and thinking, “Should I try to book lunch with that allocator?” Not so fast.If your first email is a wall of text with your bio, your strategy, and your lunch plans all crammed in… it’s probably going straight to the trash.The good news is that there’s a better way to warm up new prospects, and in this episode, Stacy is breaking down exactly how she extends invitations to brand new contacts without coming across as pushy. She’s covering: Why your outreach isn’t landing

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54:22

105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique...

Billion Dollar Backstory ·

2025/07/09

Picture this: You’ve got a big job in finance, two tiny humans at home, and a brutal 90-minute commute. Then one day, you trade it all in to start a business with your husband.That’s exactly what Liz Fritz did.In this Episode, she joins Stacy Havener to chat about: Taking the leap from corporate to co-founder (with two babies in tow)What it’s actually like building a company with your spouse Why staying in your lane is the secret to growing fast without burning outHow story and authenticity

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61:08

104: Simon Evan-Cook, Downing Fox – The Role of Luck...

Billion Dollar Backstory ·

2025/07/02

What if luck plays a bigger role in fund success than anyone wants to admit?Simon Evan-Cook isn’t just throwing that idea out there. He’s lived it.He spent years on the allocator side, vetting fund managers and learning what really sticks (hint: it’s not just your track record). Now that he’s a fund manager himself, he’s pulling back the curtain on the truth no one wants to say out loud…Yes, being good at what you do matters, but so does luck, timing, and learning how to stack the odds in

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55:17

103: From Ranch Life to Running a $3B Firm — Meet...

Billion Dollar Backstory ·

2025/06/25

Forget what you think you know about finance careers. Eric Flynn didn’t come up through Wall Street. He grew up on a ranch in Montana. An actual 20,000-acre ranch, wrangling cattle before most of us were out of bed. Today, he’s the EVP and Head of Wealth Management at Compound Planning, a $3 billion digital family office built by tech founders who believe wealth management should feel a lot less clunky and a lot more human.Eric’s story is part Yellowstone, part Wall Street, and all about

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68:07

102. How a Female, First-Gen American Founder Turned...

Billion Dollar Backstory ·

2025/06/18

When you think about European credit investing, most people assume it’s only for the big shops with billions under management. Agata Dornan, Founder & CIO of Chepstow Lane, is here to challenge that, and she’s doing it with smarts, grit, and real talk about what it really takes to succeed.Agata’s path to launching her own boutique wasn’t a straight line. As a first-generation American who started out on the pre-med track at Middlebury, she discovered her passion for finance by accident

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68:02

101: Meet Rob Morier: From Wall Street Exec to...

Billion Dollar Backstory ·

2025/06/11

Stacy and Rob Morier met over 25 years ago at Julius Baer Investment Management, long before podcasting, LinkedIn, and fund manager personal brands were even a thing.Fast forward to today, and Rob’s resume reads like an adventure novel. He’s done it all. From Wall Street, to teaching the next generation about all things VC as a Professor at Drexel University, he knows a thing or two about how asset managers can go from scrappy startups to stable, growth-ready firms.In this Episode, Rob and

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60:45

100th Episode Featuring Dr. Daniel Crosby | The...

Billion Dollar Backstory ·

2025/06/04

Being great at investing is one thing but if no one knows about you or what you stand for, good luck growing your fund. It might sound harsh, but it’s true. In today’s world, attention is the new currency and you can’t afford to ignore it.That’s why today, Stacy is bringing her friend Dr. Daniel Crosby back on the mic for a very special 100th episode of Billion Dollar Backstory. They’re picking up right where they left off in their “Scientist & The Storyteller” series.Together, they’re

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10:17

99: How to Add Personality to Your Posts (Without...

Billion Dollar Backstory ·

2025/05/28

Let’s be honest: writing for LinkedIn can feel like walking a tightrope.You want to sound smart, credible, and professional.But also… like a human.In this Episode, Stacy shares the exact approach she uses to walk that line between being personable and credible (and to generate leads for her firm, Havener Capital, in the process). Listen in as she breaks down: How to use the 5 Pillar framework to post with both authority and authenticityWhy your “boring” hobby might be the thing people

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55:45

98: Inside the Mind of a 3x Billion-Dollar Boutique...

Billion Dollar Backstory ·

2025/05/21

Stacy’s had a front row seat to a lot of boutique success stories but this one is something special. Tucker Walsh didn’t just build one billion-dollar firm, he did it again. And now? He’s back at it for a third time.In this Episode, Tucker and Stacy talk about what it really takes to build an investment firm from the ground up. They also discuss: The realities of raising capital in today’s marketWhy allocator behavior is shifting and what that means for boutiquesLessons learned from decades

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61:39

97: Sean Peche, Founder and Fund Manager, Ranmore...

Billion Dollar Backstory ·

2025/05/14

Most fund managers are happiest behind their screens, crunching data and studying markets. That’s their zone of genius, so it makes sense.But when you step into the founder seat, everything changes. Investing is no longer your only job. Suddenly, marketing and distribution aren’t just important, they’re non-negotiables. Today’s guest, Sean Peche, knows this firsthand. He’s the Founder and Fund Manager at Ranmore Funds, a $650 million investment boutique that doesn’t just invest differently,

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44:45

96: Alex Boyd, Founder of Aware – Helping Investment...

Billion Dollar Backstory ·

2025/05/07

Most college students aren’t spending their free time building trading algorithms. But Alex Boyd isn’t most people.From an early start on an investment desk to founding Aware—a tool that helps professionals build real influence on LinkedIn in a fraction of the time—Alex’s journey is anything but typical.He’s also an introvert who understands what it’s like to want to show up online… without becoming a content machine or someone you’re not.In this Episode, Alex sits down with Stacy to

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66:36

95: Dan Mikulskis, CIO £31B People’s Partnership –...

Billion Dollar Backstory ·

2025/04/30

Panels are everywhere in the asset management world. But let’s be honest, most of them aren’t exactly lighting the room on fire.So why is something that seems so simple, so hard to get right? Is it really that tough to throw a few smart folks on stage and ask them questions?To find out, Stacy called in her friend Dan Mikulskis. Dan is the Chief Investment Officer at the £31B People’s Partnership, and in his role, he’s become a go-to panelist for leading conferences across the UK and

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62:45

94: Big Exit. Bigger Idea. $30M in Backing | Meet...

Billion Dollar Backstory ·

2025/04/23

After exiting a successful startup, Rafael Loureiro went looking for a better way to do estate planning…and came up empty. The experience? Clunky. Expensive. Outdated.So like any smart entrepreneur would do, he decided to build something better.Today, Rafael is the CEO of Wealth.com, a FinTech firm backed by Google Ventures and designed to modernize the estate planning process for advisors and their clients.In this Episode, Rafael sits down with Stacy to discuss: Rafael’s backstory – How he

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60:31

93: Meet Ben Beneche – Former Co-Lead of...

Billion Dollar Backstory ·

2025/04/16

Founders don’t start firms because it’s easy; they do it because they believe there’s a better way.That was true for today’s guest, Ben Beneche, who left the comfort of a $200B+ global firm to launch his own boutique: Tourbillon Investment Management.In this Episode, he sits down with Stacy to discuss:His backstory: How his nomadic childhood shaped the independence and resilience he leans on as a founder todayThe rebel spirit (from class clown to contrarian) that gave him the guts to walk

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7:15

92: Crowd Control—How to Nail Investor Meetings (Even...

Billion Dollar Backstory ·

2025/04/09

There’s nothing worse than walking into a conference room full of investors. Suddenly, everything you thought you knew about running a great meeting goes out the window.You’re wondering who to make eye contact with, whether anyone is actually interested, and why no one is saying anything. Crowded meetings are awkward. They’re intimidating. But they aren’t impossible to rock. You just need a good strategy, and that’s exactly what Stacy’s giving you today. In this Episode, she breaks

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8:45

91: The 4 Traits Every Great Fundraiser Has (and...

Billion Dollar Backstory ·

2025/04/02

Whether you’re raising capital on your own or thinking about hiring someone to help, chances are… you’re focused on all the wrong things.The biggest lesson Stacy learned while raising $8B for boutique asset managers (which ultimately helped drive over $30B in follow-on AUM)? Flashy resumes, market hot takes, and smooth talkers don’t close deals.The fundraisers who consistently crush it in meetings share four specific traits, and in this Episode, Stacy’s breaking them down, plus:Why a CFA

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131 results

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