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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

62:05

42: $4B Family Office Co-Founder Khaled Said on...

Billion Dollar Backstory ·

2024/05/22

The second generation in wealthy families could choose a safe path within the family business. But today's guest, Khaled Said, dared to pave his own way, co-founding Capital Generation Partners, a $4B London-based family office. While his choice to take the leap paid off, he didn’t gain success overnight. His backstory is filled with twists and turns and valuable lessons for any boutique founder. Listen in as Khaled and Stacy discuss: ● His backstory — from searching for the

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51:18

41: $1.7B Family Office CIO Paul Bodnar on...

Billion Dollar Backstory ·

2024/05/15

Get a glimpse inside the mind of an allocator in part 2 of our Ask an Allocator series. Today, you’ll hear from Paul Bodnar, CIO of CM Wealth, a $1.78B Family Office. Listen in as Paul and Stacy discuss: ● His backstory - from college intern at a tech start-up to CIO● The power of being candid about challenges and failures in meetings ● A common pitfall in the M&A and RIA space: not keeping clients first when scaling About Paul Bodnar: Paul is Chief Investment Officer

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50:50

40: Boutique Founder to $5B CEO to Boutique Founder...

Billion Dollar Backstory ·

2024/05/08

Imagine this: you've sold your biz and landed what many would consider their dream job at a multi-billion dollar firm. It’s secure and you’re coasting at the top of your game. Now, imagine what it would take to trade it all in to leap back into the great unknown of entrepreneurship and build a boutique from scratch. Guts. That’s what. Today’s guest, Adrian Clayton, had the guts to leap back into entrepreneurship when an unexpected tragedy shook him and reminded him of what his heart

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50:40

39: $200B Asset Management CIO Bill Harding on the...

Billion Dollar Backstory ·

2024/05/01

Get a glimpse inside the mind of an allocator in part 1 of our Ask an Allocator series. Today, you’ll hear from Bill Harding, CIO of Jackson National, with $29.8B directly managed fund-of-fund assets. Listen in as Bill and Stacy discuss:Bill’s Backstory - from a financial analyst at a cheese manufacturer to CIO at Jackson NationalWhat it takes for a fund manager to win his nod of approval when pitching a partnershipWhy past performance isn't the whole story when allocators are on the

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81:13

38: $18B Value Investing Portfolio Manager Jim Falbe...

Billion Dollar Backstory ·

2024/04/24

Can classic value investing and AI coexist? Today, Jim Falbe is coming on the show to share his playbook for blending timeless strategies with AI WITHOUT losing the personal touch allocators love. In this episode, Jim and Stacy cover: His backstory: o How losing his mom at 13 sparked his passion for financial management o Why he left an investment giant to follow his dream of building his own firm Why AI isn’t just a trend: What he’s learned from 10 years in the data science gameThe

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55:35

37: Data Viz Expert James Eagle of Eeagli on the...

Billion Dollar Backstory ·

2024/04/17

James Eagle spent the bulk of his career telling stories with words, working as a writer for some of the biggest names in asset management. Since then, he’s traded in the proverbial pen for coding software and now he tells stories with data as the founder of his firm Eeagli. Today, James is sitting down with Stacy to discuss: His Backstory: o From nerding out on coding in his teens to combining data and storytelling to build an investment communications empire o His leap from a

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57:50

36: Former Fund Manager at a $27B Shop Turned...

Billion Dollar Backstory ·

2024/04/10

Success as a founder is about more than impressive AUM. It’s about maintaining autonomy and connection. 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: o From Fidelity Investments to co-founding a $27B investment firmo How his passion for connecting people and numbers drove

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53:53

35: $3B Alts Platform Co-Founder Turned $3B RIA...

Billion Dollar Backstory ·

2024/04/03

Most advisors aim to put their clients first. But, many fall short by leaning on status quo strategies - like 60/40 - that don’t necessarily serve their people in the best way possible. Today’s guest has built not one, but two billion-dollar businesses. By asking “why not?” and differentiating his investment strategy, $3B RIA founder Dick Phister chose the smart move over the simple move, even when it wasn’t easy to execute (or explain to clients). Ready to challenge the status quo

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39:28

34: Trillion Dollar Wirehouse, Trillion Dollar RIA...

Billion Dollar Backstory ·

2024/03/27

A founder's journey never truly ends. Sometimes, that feels like a blessing and a curse, all at once. Hearing 'no' over and over again gets old! Today, Tim Welsh, founder of boutique consultancy Nexus Strategy, joins Stacy to talk about why the double-edged sword of foundership is more of a blessing than a curse. While Tim’s initial journey as a founder was behind him, he raised his hand to go back to the basics to get his latest idea off the ground. Now, "The Wealthies" serves as his

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59:31

33: New School Marketing Strategies Power a $420...

Billion Dollar Backstory ·

2024/03/20

If you're tired of the same old business strategies (that don’t even work for boutiques) and want to carve a path to uncommon success, it's time to challenge the status quo. Not sure how? You’re in luck with this episode. Matt Blocki and Jamison Smith from Equilibrium Wealth Advisors are coming on the show to share their rebel playbook for success. Listen in as they discuss: ● The danger of not using EOS ● How over tracking marketing analytics can be harmful● How

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57:59

32: $1.2B Manager of Managers Turned Fintech Founder...

Billion Dollar Backstory ·

2024/03/13

Fund managers, it’s time to ditch the pitch deck of doom. It’s not helping you differentiate. It’s putting allocators to sleep. Take it from Lucy Walker, Founder of data platform AM Insights, who spent the bulk of her career as a manager of managers allocating over $1B at specialist firm Sarasin Partners in the UK.She knows this business inside and out, and Today she’s sharing her wisdom on up-leveling your meeting game so you can land more investments. Listen in as she and Stacy

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51:19

31: $30B RIA Platform Co-Founder Scott Colangelo on...

Billion Dollar Backstory ·

2024/03/06

Ever wondered how the giants in financial advisory scale? Today, join Stacy and Scott Colangelo, Chairman and Managing Partner of Prime Capital Investment, a $30B powerhouse, for an exclusive look behind the scenes. Listen in as they discuss: His backstory – what he learned about from watching his dad succeed in financial management after starting from ground zero How your ego can stifle your boutique's success Collaboration strategies that could 10X your RIA’s potential. The role of

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55:29

The Psychology of Sales w/ Dr. Daniel Crosby and...

Billion Dollar Backstory ·

2023/12/20

Fund managers, buckle up! 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

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38:46

Should You Launch an Investment Boutique? Answer...

Billion Dollar Backstory ·

2023/12/13

If you’re a talented fund manager you’ve probably asked yourself, “Should I start an investment boutique?” at some point or another. And I get it - the idea of being an entrepreneur sounds incredible. And there’s nothing that will fill you with more pride (and fear) than going out on your own. But before you jump ship, it’s crucial to ask yourself the RIGHT questions about whether being a founder AND a fund manager is for you.That’s why in this episode, we’ll explore the five essential

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68:11

Value Investing Specialist Sean Peche of Ranmore...

Billion Dollar Backstory ·

2023/12/06

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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65:46

$250B AUM Leadership & Talent Exec Michael Futterman...

Billion Dollar Backstory ·

2023/11/29

Building a boutique is no cake walk. But it’s easier to stay on the grind when your mindset is in check. Today’s guest, Michael Futterman – the brains behind leadership development for mammoth asset managers (think $600B+ industry giants) and coach for emerging fund managers is just the guy to help you get into a headspace that’ll allow you to edge ahead in this tough race. Listen in as he dives deep into: The neuroscience of celebrating small winsTips to beat burnoutWhy team management is

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56:28

From Start-up to $6B Specialist CEO Robin John of...

Billion Dollar Backstory ·

2023/11/15

Meet Robin John, the CEO of Eventide, a $6B asset management firm. Robin and his co-founder defied the odds, launching Eventide in 2008 with no track record, no assets, but unwavering belief. 15 years and $6B dollars later, we know they were onto something. Listen in as he and Stacy discuss: ● His backstory – How watching his mother do meaningful work in the world as a nurse taught him the value of purpose and impact early on ● How he stayed rooted in his mission and defeated

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68:23

From a $20B RIA to One of the World’s Largest Family...

Billion Dollar Backstory ·

2023/11/08

Some say only small allocators invest in boutiques. Not true.Today's guest, John Tennaro has worked for some of the largest RIAs and family offices in the world, managing double-digit billions and more. And guess what? He’s here to tell you the big guys still have an eye for boutiques. Ready for a tall glass of hope - with a side of tough love advice, no chaser? Listen in as John shares:His backstory and how an economics class sparked his passion for ESGA deep dive into the mind of an

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65:49

$1.2B Boutique CEO Manish Khatta of Potomac Fund...

Billion Dollar Backstory ·

2023/11/01

The investment world has evolved. Success on Wall Street isn’t reserved for middle-aged white men in fancy NYC offices making deals and dollar calls like old cliches would have you believe.Our guest today, Manish Khatta, is living proof that breaking the mold can lead to incredible success. He's the CEO/CIO of the rapidly growing boutique, Potomac Fund Management, and he managed to boost the fund by $1 billion in just three years. How? By doing something different—being a relatable,

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49:14

$1.1B RIA / Venture Capital Co-Founder Spencer Kelly...

Billion Dollar Backstory ·

2023/10/25

Meet Spencer Kelly, co-founder of Regatta Capital. He knows the grind; his early days in door-to-door sales taught him the value of grit, genuine connections, and patience.For Spencer, it's all about relationships in business. That’s why he made crafting a top-notch brand experience the focus for Regatta Capital right from the start. And it paid off. He and his team built a billion-dollar RIA, and today, he’s cracking open their playbook. Listen in as he and Stacy discuss: His backstory –

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123 results

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