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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

6:50

122: Your Founder Is Stepping Back—Now What? | Story...

Billion Dollar Backstory ·

2025/11/05

The founder is retiring. The team is evolving. The story… gets archived?Not so fast.In this episode, Stacy shares what to do before you toss the origin story and how to transition from version 1.0 to 2.0 without losing the magic.Inside the episode: • Why “retiring the founder” ≠ “retiring the story” • How to pull legacy threads into your firm’s next chapter • What to do if the original story was never that strong to begin withThis is Story Snacks, a bite-sized, jam-packed series for fund

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65:42

121: Chat Reynders, Co-Founder of a $4B RIA Reynders...

Billion Dollar Backstory ·

2025/10/29

Some RIAs slap ESG labels on products and call it impact investing. Chat Reynders has been doing it for real, since before it was cool.In this episode, Chat sits down with Stacy Havener to unpack the story behind Reynders, McVeigh Capital Management, the $4B firm he co-founded after starting his career… raising money for a whale documentary.Yes, really.In this episode, you’ll hear about:The wild backstory of how raising $4.5M for an IMAX film on whales sparked Chat’s lifelong mission to

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76:18

120: Lon Stroschein, Founder of Normal 40 and...

Billion Dollar Backstory ·

2025/10/22

Out of more than 100 episodes, this is the one that brought Stacy to tears.And once you hear it, you’ll understand why.Meet today’s guest, Lon Stroschein, founder of Normal 40, where he works with high-achieving professionals who look successful on the outside but feel stuck on the inside.In this episode, he and Stacy talk about:His backstory – how he went from farm kid to D.C. insider to leading billion-dollar deals in corporate AmericaWhat made him walk away from all of it with no backup

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56:34

119:Toussaint Bailey, Exited Founder of a $2B RIA +...

Billion Dollar Backstory ·

2025/10/15

A lot of people build firms.Very few sell them.Even fewer?Walk away from it all to start again.But that’s exactly what Toussaint Bailey did.After building and selling a $2B RIA, he’s back on the founder path, this time leading Uplifting Capital, a values-first platform rethinking what private market investing could look like.In this episode, he sits down with Stacy to discuss: His backstory – How growing up in SoCal shaped his belief in “actionable faith in possibility”Why he left a law

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69:22

118: Joe Greco, Founder of Palio, From the NYSE...

Billion Dollar Backstory ·

2025/10/08

The finance and investment industry is a tough club. It’s known for being money-centric, number-focused, aggressive… even cutthroat.And few places capture that intense energy quite like the trading floor of the NYSE, where today’s guest, Joe Greco, cut his teeth.He started as a floor trader and media commentator, appearing on CNBC and guiding real-time market decisions.Today, as Founder & President of PALIO, Joe coaches executives in wealth, finance, and investing, helping them make

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6:18

117: Do This Before You Post Another Chart on...

Billion Dollar Backstory ·

2025/10/01

The chart you shared on LinkedIn isn’t flopping because people “don’t get it.”It’s flopping because you made them work too hard to understand it.That’s one of the most common content mistakes fund managers make:dropping data without enough context.The good news? It’s an easy fix, and in this episode, Stacy shows you how.She dives into: • 3 quick rules to make your chart posts actually land • A better way to use data to tell a story • Why one great chart beats four cluttered ones every

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66:28

116: Best-Selling Ghostwriter Holly Crawshaw Joyner...

Billion Dollar Backstory ·

2025/09/24

Your story isn’t too messy, too boring, or too personal to share.It’s the very thing that sets you apart.And Holly Crawshaw Joyner has built her entire business helping leaders do exactly that.Holly’s ghostwritten 120+ books and built a standout brand on LinkedIn by being raw, honest, and far from perfect. She knows what it takes to turn life experience into the kind of authority that makes people stop scrolling, and start listening.In this episode, Holly joins Stacy to discuss: The

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58:36

115: Karl Heckenberg, Founder of $1B platform...

Billion Dollar Backstory ·

2025/09/17

People matter more than performance. Yes, even in a numbers-obsessed industry. Take it from Karl Heckenberg, founder of Constellation Wealth Capital, a $1B platform that takes minority, non-controlling stakes in large RIAs and wealth management firms.Yes, he understands the numbers and mechanics behind investing. But what actually sets him (and his fund) apart is the fact that he builds real partnerships. In this episode, he sits down with Stacy to talk about:His backstory: from investment

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66:50

114: John Bowman, CEO of CAIA, on Founder-Led Sales,...

Billion Dollar Backstory ·

2025/09/10

What if the most powerful thing a CEO can do… is show up?That’s exactly what John Bowman is doing. As the new CEO of CAIA, he’s not sitting behind a desk or delegating from an ivory tower. He’s on a plane, in person, listening to the very people his organization serves.In this episode, Stacy sits down with John to talk about the underrated power of founder-led sales (even when you’re leading a global organization), the ROI of empathy, and why success in finance is less about numbers and

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9:30

113: Why Mixing Up Job Stories and Brand Stories...

Billion Dollar Backstory ·

2025/09/03

You’ve got your pitch deck. Your talking points. Your “why us” slide.But if you’re telling the wrong story in meetings, none of that matters.In this episode, Stacy’s diving into the two MVPs of storytelling for fund managers: the job story and the brand story. Think of them like the hammer and wrench in your toolbox, you need both, but you’ve gotta know when to use each.Inside this bite-sized episode, you’ll learn: • What makes a job story different from a brand story (and why that mix-up

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50:21

112: Rewind: $1.5B RIA Founder Chad Willardson of...

Billion Dollar Backstory ·

2025/08/27

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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61:07

111: Rewind: $1.2B Manager of Managers Turned Fintech...

Billion Dollar Backstory ·

2025/08/20

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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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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123 results

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