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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

61:14

82: The Intersection of Economics and Storytelling...

Billion Dollar Backstory ·

2024/12/18

What if I told you the Chief Strategy Officer of the largest bank in the Eurozone could teach you some ultra-valuable lessons about storytelling, thought leadership, and innovation?You’d probably be surprised, right? I don’t blame you.Even Stacy had her own mental picture of what a “banker” might be like before sitting down with Philippe Gijsels—and let’s just say this conversation shattered every stereotype.Listen in today to hear Philippe and Stacy discuss: What Darwin can teach us about

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6:44

81: How to Grow Your AUM Without a Big Team or Budget...

Billion Dollar Backstory ·

2024/12/11

In this edition of Story Snacks, Stacy breaks down:Why thought leadership is the ultimate equalizer for smaller fundsHer Four A’s Framework for using thought leadership to increase AUM without a big team or budgetHow to pick the marketing platform that matches your unique skills (and feels doable for you)The biggest mindset trap that keeps fund managers stuck—and how to avoid itThis is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic

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59:07

80: From Multi-Billion Ziff Brothers to $150B...

Billion Dollar Backstory ·

2024/12/04

At 17, Jonathan Treussard hopped on a one-way flight from Paris to LA with dreams of being a musician. He didn’t wind up playing jazz professionally, but he did end up managing billions for some of the world’s wealthiest families. Listen in as Jonathan and Stacy discuss his big pivot from music to finance, plus: The lessons he learned navigating the Great Financial Crisis at Ziff Brothers InvestmentsHis perspective on balancing risk, regret, and resilience in wealth managementThe gap he

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7:39

79: What Most Fund Managers Overlook When Hiring...

Billion Dollar Backstory ·

2024/11/27

If you’re like most fund managers, you’re busy serving your current clients—so much so that bringing in new ones feels overwhelming. After all, you’re not a salesperson, and it may even make you a little uncomfortable to hit the pavement and sell your services. Hiring marketing support can help you sidestep that discomfort and bring in more business. On the other hand, hiring before you’re ready could end up costing you time and money in the long run. That’s why, in this Episode, Stacy

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51:02

78: An Innovative Approach to Investing in the Energy...

Billion Dollar Backstory ·

2024/11/20

Show Notes: When considering investing in the energy sector, most investors assume there are two paths to pursue: either the traditional fossil fuels route or one aligned with a greener future. Lisa Audet Founder & CIO of Tall Trees Capital believes in a third, better, way: The holistic approach represented by the energy transition, a structural megatrend affecting every sector of the economy. In this Episode, Lisa and Stacy discuss: How Lisa’s time at Tiger Cub firm sharpened her

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56:52

77: Founder/CEO of $1.5B First Ascent (Acquired by...

Billion Dollar Backstory ·

2024/11/13

Nobody knows what it takes to scale to the top like GEOWealth’s strategic advisor Scott MacKillop —he’s climbed literal mountains AND built some of the most successful TAMPS in the game.In this Episode, Scott and Stacy discuss: His backstory: From dreaming of following his father's footsteps as a lawyer and practicing corporate and securities law to leaping into asset managementHis journey to founding and scaling First Ascent to over $1.5B in assets and his recent sale to GeoWealth.What

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7:34

76. How to Find the Right Investors When You Have a...

Billion Dollar Backstory ·

2024/11/06

Not sure how to find investors that are willing to bet on your brand new fund?Stacy’s got you covered. Listen in as she breaks down: How the Rogers Adoption Curve applies to finding the right investors The difference between early adopters (like RIAs & family offices) and late-stage allocators Why targeting late-stage firms leads to dead ends Why smaller investment committees with fewer decision-makers = less red tapeA smarter way to screen prospects, so you only spend time pitching

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58:08

75: How $75B Asset Manager GMO Sparked an...

Billion Dollar Backstory ·

2024/10/30

Dr. Martin Tarlie spent years at GMO, the iconic Boston asset manager, and now leads an award-winning investing platform, Nebo Wealth. In this Episode, Martin and Stacy discuss: His backstory: from physicist/golf-performance product developer to SaaS founder How the physics mindset that followed him into the investment world turned into a novel investing approach The massive communication gap between asset managers and investorsWhy the fascination with the 60/40 allocation is misguidedHow

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52:31

74: Ex-ING $20B Bond Mgr to 500k Macro Research...

Billion Dollar Backstory ·

2024/10/23

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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7:32

73: How Do I Move Deals Through the Funnel | Story...

Billion Dollar Backstory ·

2024/10/16

Struggling to win investors over? Stop wasting time perfecting your pitch and start laying the groundwork that’ll actually help you seal the deal. In this episode, Stacy shares the steps you can take to prime your prospects to invest so they’re ready to say hell yes before you even think about pitching. This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week!Want More Help With Storytelling? +

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55:35

72: Y Combinator and Thiel Fellowship Alum Building...

Billion Dollar Backstory ·

2024/10/09

Today’s guest, Ritik Malhotra, is the co-founder and CEO of Savvy Wealth, a Tech-Enabled Wealth Management Firm that surpassed $700 million in assets in just three years.In this episode, Ritik and Stacy discuss:Ritik’s backstory: How his obsession with coding (that started in elementary school) turned into a thriving business that funded his college education How he became an exiting founder at just 21 years old Lessons learned from raising a 26.M series A round: Why storytelling matters

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60:52

71: Taking the Guesswork out of Private Market...

Billion Dollar Backstory ·

2024/10/02

After working for the world’s largest hedge fund, Bridgewater, for over five years, today’s guest, Jacob Miller, found his passion — making investing accessible. This passion led him to co-found Opto Investments, a tech-driven private markets platform. In this episode, Jacob and Stacy dive into: Jacob’s backstory: how he went from aspiring doctor to advisor at the world’s leading hedge fund, Bridgewater Opto’s mission to decode complex market dynamics so average people can better understand

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52:02

70: $100B in Platform Assets Arch Co-Founder, Ryan...

Billion Dollar Backstory ·

2024/09/25

As co-founder and CEO of Arch, Ryan Eisenman is on a mission to take the hassle out of investment operations. Arch is a $100B tech platform that replaces the spreadsheets, manual labor, and outdated systems of old. In this episode, Ryan and Stacy discuss:Ryan’s backstory: How the strategy behind his grandfather’s variety store inspired his entrepreneurial modus operandi — give the people what they want His sales secret weapon —K-1 cookies that end up in his prospects’ bellies instead of the

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71:04

69: Rewind | Portfolio Manager of $18B Long/Short...

Billion Dollar Backstory ·

2024/09/18

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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52:44

68: Rewind | Marketing Expert Samantha Russell of FMG...

Billion Dollar Backstory ·

2024/09/11

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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7:08

67: How to Melt the Ice with Vibe Management | Story...

Billion Dollar Backstory ·

2024/09/06

Break the ice in style.Ever walk into a meeting with analysts who seem more like untouchable statuses than people? This episode of Story Snacks makes it easier to break the ice, ease the tension, and get even the most reserved analysts to open up.You can be the “hype man” (or woman) of your meetings and set the tone for success. Here’s how: Embrace your inner hype man or woman to warm up the room and set a positive toneMinimize awkwardness by acknowledging the environmentLeverage the power

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44:00

66: Rewind | CEO of a $400B Fund Admin Gary Tenkman...

Billion Dollar Backstory ·

2024/09/04

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 way

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8:01

65: What to Do When Your Fund Manager Isn’t Great at...

Billion Dollar Backstory ·

2024/09/02

Great with numbers but suck at storytelling? No worries.On this episode of Story Snacks, we’re helping sales and marketing teams step up, take the reins, and make sure everyone in the room looks like a rockstar–especially when the fund manager isn’t a natural storyteller. Listen in as Stacey covers: How acknowledging that not everyone is a natural born storyteller is perfectly fine How sales and marketing pros can take an active role in meetings to ensure the fund manager shinesTips to

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6:24

64: Navigate Crowded Meetings Like a Pro | Story...

Billion Dollar Backstory ·

2024/08/30

1:1 meeting turned into a 10-person panel? Don’t freak out.This episode of Story Snacks is your go-to guide for managing meetings when the room (or Zoom) is packed.Stacy covers how to maintain control, keep the conversation flowing naturally, and avoid dreaded awkward silences.Listen in to learn more about: Preparing like a proIdentifying your meeting’s “Champion”Managing complex dynamics to encourage collaborationSetting the tone, addressing the elephant in the room, and lightening the

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58:07

63: Rewind | From Startup to $5B+ to Startup Again,...

Billion Dollar Backstory ·

2024/08/28

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 Stacy 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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123 results

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