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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

55:35

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 Arch is a $100B tech platform that replaces the spreadsheets, manual labor, and outdated systems of old.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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7:27

62: Job and Brand Stories: One Size Fits All? | Story...

Billion Dollar Backstory ·

2024/08/26

Can you have different stories for different strategies?What about brand stories for each niche? This episode of Story Snacks dives into the nuances of crafting job stories that fit distinct strategies and market segments.Stacy breaks down why one size doesn’t fit all, and how you can tailor your narrative for maximum impact.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! - - -Make The

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7:09

61: The Art of Leaving a Voicemail | Story Snacks Series

Billion Dollar Backstory ·

2024/08/23

The perfect voicemail is calling…it’ll make you wish you picked up! Voicemail is one of the most powerful tools to keep in your prospecting arsenal, and if you aren’t convinced, this episode of Story Snacks might change your mind.Stacy is cracking open the secrets to leaving a voicemail that grabs attention and actually gets you a call back.You’ll learn: The job and goal of a voicemail–how should VM work for you?How to warm up your call, including pre-work to help you closeHow to be smart,

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58:58

60: Rewind | Dan Mikulskis on The State of Story in...

Billion Dollar Backstory ·

2024/08/21

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 Stacy discuss:His backstory: From growing up in a family of mathematicians, to investment consulting, to writing and podcastingThe communication gap between fund managers and allocators — and his advice to bridge that gapHow founders and fund managers can

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6:53

59: To Niche or Not to Niche | Story Snacks Series

Billion Dollar Backstory ·

2024/08/19

Want to tell your story in a way that connects to your future vision? Stop worrying that niching down might box you in. In this episode, Stacy helps you weave your past into your present and future to make sure your story resonates. Plus, let’s debunk myths around niching down–hint: it doesn’t mean saying no to great opportunities. Tune in to hear Stacy talk about: Why it’s essential to connect your backstory to your future goals–no more “here I am” endingsPositioning yourself as the guide

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7:49

58: How to Lead A Meeting Without A Pitch Deck |...

Billion Dollar Backstory ·

2024/08/16

You can ditch PowerPoint and still own the room. In fact, running a killer meeting is usually easier than the gurus and motivational speakers might tell you. Whether you’re facing an allocator who insists on seeing the presentation beforehand or navigating an awkward silence before kick-off, Stacey’s got you covered.In this episode, Stacy covers: The right time to send your meeting notes or deck for optimum preparednessPreparing on a timeline that sets you up for successStarting with the

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64:03

57: Rewind | Value Investing Specialist Sean Peche of...

Billion Dollar Backstory ·

2024/08/14

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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5:57

56: How Much Detail Does Your Backstory Really Need?...

Billion Dollar Backstory ·

2024/08/12

Your backstory isn’t as cut and dry as your resume, but It’s not quite a full look at your diary, either. If you want to craft a compelling backstory, you have to find the sweet spot between these two extremes. And that’s exactly what Stacy is walking you through in this episode. Listen in as she breaks down:How much should you share, and to what detail in your backstory? How far should your backstory actually go back?Exactly how vulnerable you need to get in order to truly connect with

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7:17

55: The Secret to Booking More Meetings with...

Billion Dollar Backstory ·

2024/08/09

Want to book more meetings for your fund? It’s time to face the music. Cold intro emails are out. A relationship-first approach is in. Take it from Stacy (and her clients at Havener Capital), who are using the exact strategy she’s laying out in this episode to book meetings with investors who are primed to say yes. Listen in as today as Stacy covers: How to find potential contacts Her “give, give, give, ask framework” for building relationships on LinkedIn and other platformsWhy timing is

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51:21

54: Rewind | The Psychology of Sales w/ Dr. Daniel...

Billion Dollar Backstory ·

2024/08/07

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 snooze-worthyA roadmap

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6:47

53: Why a Founder’s Backstory Matters–Even for Firms...

Billion Dollar Backstory ·

2024/08/05

Your backstory isn’t as cut and dry as your resume, but It’s not quite a full look at your diary, either. If you want to craft a compelling backstory, you have to find the sweet spot between these two extremes. And that’s exactly what Stacy is walking you through in this episode. Listen in as she breaks down:How much should you share, and to what detail in your backstory? How far should your backstory actually go back?Exactly how vulnerable you need to get in order to truly connect with

en

133 results

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