Stacy Havener

Billion Dollar Backstory

Business EN ↓ 158 episodes

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.comGemCap // www.geminicapital.ie@stacyhavener // www.billiondollarbackstory.com

Author

Stacy Havener

Episodes

7: $18T in Alternative Investments, 1 Premier Association Serving the Industry – Conversation with Aaron Filbeck of CAIA | How to Think Like An Allocator | Why Allocators and Asset Managers Fail to Communicate | Research on Qualitative vs Quantitative Due 24.05.2023 49:24

As Managing Director and Head of UniFi by CAIA™, Aaron Filbeck oversees content and product strategy for the UniFi by CAIA™ Program. In this episode, Aaron and I discuss: His backstory: from wanting to be an architect to becoming a Director at CAIA Why the world needs an association like CAIA / Who CAIA is for CAIA’s research on qualitative vs quantitative due diligence (AKA culture eats Sharpe r...

6: From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines Edge and Differentiation 17.05.2023 56:43

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 I discuss: His backstory: from taking a load of jobs he disliked to discovering a love for writing, which brought him to the investment industry Why the world would n...

5: $300B LCP’s Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques 26.04.2023 58:35

As a partner at Lane Clarke and Peacock, a UK consulting firm advising on $300B, 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 I discuss: His backstory: From growing up in a family of mathematicians, to inv...

4: From $1B Fund Mgr to Investment Boutique Founder, Ethos' James Fletcher on Authentic Leadership | The Power of People & Story to Win Clients | Why Culture is a Differentiator 19.04.2023 46:46

James Fletcher is an experienced Emerging Markets portfolio manager. He's the CEO and founder of Ethos Investment Management, a $100M boutique EM fund. In this episode, James Fletcher and I discuss: James’ backstory: From 9 years old sitting on his grandpa’s lap reading the Wall Street Journal, to living in Brazil falling in love with emerging markets, to running Ethos Investment Management and Yo...

3: $20B Carson Group Founder Ron Carson on How Personal Growth Unlocks Professional Growth | Can You Be a Specialist and Scale? | Why Culture and Values Matter in Defining Target Market 12.04.2023 41:20

Ron Carson is an icon in the independent advisor space. He's the CEO and founder of the $20B Carson Group, a platform that serves over 44K families through their advisory network, including 135 partner firms and 35 Carson Wealth locations. In this episode, Ron and I discuss: Ron’s backstory: The heartbreaking moment that veered him from his predetermined path as a small town Nebraska farmer to th...

2: $60B Orion's Chief Behavioral Officer Dr. Daniel Crosby on Why Storytelling Works in Raising Capital | The Power of Authenticity in Business | What Qualities a Successful Salesperson Needs (*Buckle Up*) 05.04.2023 58:44

Dr. Daniel Crosby is a psychologist, behavioral finance expert, and New York Times bestselling author who helps organizations understand the intersection of mind and markets. In this episode, Dr. Daniel Crosby and I discuss: There are fewer Chief Behavioral Officers than people who have walked on the moon… so what the heck is a Chief Behavioral Officer? Daniel’s backstory: How he combined his fami...

1: Backstory of Backstory | What's My Story? | Why Should You Care? | Does Storytelling Actually Work in the Investment Biz (Spoiler: Yes, It Does) 29.03.2023 34:48

Why you need to work on your backstory, the theory behind the backstory framework, how to use the framework, and common mistakes to avoid. I cover the 5 most frequently asked questions about backstory: What is your backstory and why should we care? What is the theory behind storytelling? What makes a good backstory? Does storytelling actually work in the investment biz (Spoiler: Yes, it does) Wha...

Welcome to Billion Dollar Backstory with Stacy Havener 02.02.2023 1:36

Words matter in a numbers-driven industry. I'm your host, Stacy Havener, founder of Havener Capital, and I've raised over $8B that has led to $30B for investment boutiques... against the odds. How did I do this? Storytelling. Tune in as I interview stories of founders, portfolio managers, and investors who have launched, seeded, and scaled billion dollar businesses. Discover strategies that can h...