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60: Rewind | 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

Author
Stacy Havener
Published
Wed 21 Aug 2024
Episode Link
https://share.transistor.fm/s/753aff0e

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 podcasting
  • The communication gap between fund managers and allocators — and his advice to bridge that gap
  • How founders and fund managers can get more comfortable sharing authentically
  • His shift in perspective on storytelling — and what type of stories we need more of 
  • How allocators influence the future for boutiques

Resources mentioned in this episode:

Book: Open: An Autobiography by Andre Agassi



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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

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