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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

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

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59:24

52: $520 Million Frontier & Emerging Markets...

Billion Dollar Backstory ·

2024/07/31

If you’ve been dismissing frontier markets because they seem “too risky,” you’re missing out on a treasure trove of alpha. Take it from Consilium CIO Jonathan Binder and CEO Charlie Cassel. For 13+ years, they’ve managed to beat EM benchmark indexes time and time again. In this episode, they share their playbook for successful FM investing and break down:Misconceptions about risk in Frontier Market investing and their approach to risk managementWhy active management and a non-indexed

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52:56

51: Modern Marketing for Investment Boutiques

Billion Dollar Backstory ·

2024/07/24

Feel like your marketing is falling flat? You’re not alone. In 2024, most fund managers are facing the music. Outdated marketing tactics like sending PDF letters to investors just don’t cut it anymore.The good news? Embracing modern marketing can be simple and time and cost effective when you have the right game plan. Listen in today for Stacy’s modern marketing blueprint that's been consistently delivering real results for fund managers. In this episode, she breaks down:What social capital

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49:02

50: Private Credit Opportunities in an...

Billion Dollar Backstory ·

2024/07/17

Cannabis capital curious? Steve Ham and Patrick Kim of Altmore Capital are here to show you the way. Although it has advanced considerably over the past half-dozen years, the U.S. cannabis industry remains full of complexities as it rapidly matures.That’s why today, Stacy and the Altmore team are covering: The current cannabis capital landscape Private credit’s prevalence in the industry Altmore’s approach to countering the volatility that comes with the cannabis capital territory How

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65:13

$500 Million Female Led Fund Team Within a $65 B...

Billion Dollar Backstory ·

2024/07/10

There’s nothing a woman in a power suit can’t do. Shake up a male-dominated industry? Check. Redefine leadership? Check. Inspire generations to come? Check. In this episode, Rayna Lesser Hannaway shares her inspiration for doing all of the above. Listen as Rayna and Stacy discuss: • Her backstory– from looking up to her fierce, go-getter lawyer mom to becoming a powerhouse female in finance • How competitive company culture can sabotage the due diligence process• Her approach to encouraging

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64:46

48: $4B RIA Platform Chief Behavioral Officer Brendan...

Billion Dollar Backstory ·

2024/07/03

Most boutique firms strive to raise more funds and stay ahead of market trends. But they lack one key ingredient that the bigs have in their back pockets– behavioral finance expertise. Today, Brendan Frazier, Chief Behavioral Officer of the $4B RIA platform RFG Advisory, is here to level the playing field. Listen in as he and Stacy discuss: The unique challenges boutiques face when raising capital How to tap into the human psyche to raise more funds and land more meetingsA behavioral

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51:32

47: $83B Investment Strategist Doug Huber of Wealth...

Billion Dollar Backstory ·

2024/06/26

Fund buyers know investing is more of an art than a math equation. Not convinced? After listening to this interview with Doug Huber, VP of Investment Strategy at Wealth Enhancement Group, you will be. Get a glimpse inside the mind of an allocator in part 3 of our Ask an Allocator series, where Stacy and Doug discuss: His Backstory – from car fanatic and aspiring engineer to earning a dual degree in finance and economics and becoming an $83B Investment StrategistRed flags that drive

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56:53

46: Can Global Giants and Focused Specialists...

Billion Dollar Backstory ·

2024/06/19

There's room for everyone at the table in the fund world—not just the bigs, but have fund buyers gotten the memo? Thanks to champions like Dani Hristova, who are relentless about spotlighting the underdogs, fund buyers can thrive. As CEO of the Independent Investment Management Initiative–a networking group representing 45 firms and $500B in assets–Dani gives small shop owners a platform to bring the specialized brilliance of small shops to the center stage. In this episode, Stacy and

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58:51

45: $700 Million Small Cap Credit Fund Manager Hunter...

Billion Dollar Backstory ·

2024/06/12

If your analytical brain needs FACTS to back up the power of left-brain growth tactics, you’re in luck. Today's guest, Hunter Hayes, combines his classical piano training with impressive business sense, showing that there’s real power in combining art and science to edge ahead in the fund world. In this episode, he and Stacy discuss: His journey from pianist and D1 track star to successful fund managerThe differentiation playbook that boosted Intrepid Income Fund (ICMUX) from $50M to $550M

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48:09

44: $1.5B RIA Founder Chad Willardson of Pacific...

Billion Dollar Backstory ·

2024/06/05

The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad’s story is proof that thinking like an entrepreneur can take you far in the fund world–and beyond. But can this mindset be learned and developed? Find out in today’s episode. Plus, hear Chad’s full backstory and

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50:59

43: $4B Boutique Co-Founder Rodney Herenton of...

Billion Dollar Backstory ·

2024/05/29

With a $70 million seed investment and a vision, Rodney Herenton and his co-founder Wendell Mackey launched Channing Capital Management. This isn’t your typical startup story. This episode is a masterclass on differentiation, defying the odds, and the power of effective collaboration. Listen in as Rodney and Stacy discuss: ● The birth of Channing Capital Management: Two Harvard graduates team up and launch an investment firm● How the demands of fatherhood pushed Rodney to

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123 results

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