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 // www.geminicapital.ie
@stacyhavener // www.billiondollarbackstory.com
- Update frequency
- every 6 days
- Average duration
- 46 minutes
- Episodes
- 114
- Years Active
- 2023 - 2025
113: Why Mixing Up Job Stories and Brand Stories Hurts Your Pitch | Story Snacks Series
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 story…
112: Rewind: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters
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 …
111: Rewind: $1.2B Manager of Managers Turned Fintech Founder Lucky Walker of AM Insights on the Power of Data in Distribution
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 spe…
110: Rewind: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello
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 inve…
109: Rewind: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship
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…
108: When Business Is Personal | What Happens When Siblings Join the Family Firm | Meet Spencer Ogden and Liz Curtin of Dock Street
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…
107: Bob Lind, Co-Founder of Lind Capital Partners, Specialist in Off the Run Credit Investments on Building an Investment Boutique Around Non-Rated Municipal Bonds
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 Capit…
106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series
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 i…
105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family
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…
104: Simon Evan-Cook, Downing Fox – The Role of Luck and Skill in Successful Fund Management and Business Building
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 m…
103: From Ranch Life to Running a $3B Firm — Meet Eric Flynn, CFA of Compound Planning
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 …
102. How a Female, First-Gen American Founder Turned European Credit on Its Head | Meet Agata Dornan and Her $230M Boutique, Chepstow Lane
When you think about European credit investing, most people assume it’s only for the big shops with billions under management. Agata Dornan, Founder & CIO of Chepstow Lane, is here to challenge that,…
101: Meet Rob Morier: From Wall Street Exec to Podcasting Entrepreneur to Venture Capital Professor
Stacy and Rob Morier met over 25 years ago at Julius Baer Investment Management, long before podcasting, LinkedIn, and fund manager personal brands were even a thing.
Fast forward to today, and Rob’s …
100th Episode Featuring Dr. Daniel Crosby | The Scientist and The Storyteller Reunite on The Soul of Wealth, Why Every Company is a Media Company, and How to Find Meaning in the Attention Economy
Being great at investing is one thing but if no one knows about you or what you stand for, good luck growing your fund.
It might sound harsh, but it’s true. In today’s world, attention is the new cur…
99: How to Add Personality to Your Posts (Without Losing Your Professional Edge) | Story Snacks Series
Let’s be honest: writing for LinkedIn can feel like walking a tightrope.
You want to sound smart, credible, and professional.
But also… like a human.
In this Episode, Stacy shares the exact approach she…
98: Inside the Mind of a 3x Billion-Dollar Boutique Founder: Tucker Walsh on Growth, Grit, and Getting Funded
Stacy’s had a front row seat to a lot of boutique success stories but this one is something special. Tucker Walsh didn’t just build one billion-dollar firm, he did it again. And now? He’s back at it …
97: Sean Peche, Founder and Fund Manager, Ranmore Funds – Benefits of Challenging the Status Quo in Fund Marketing and Distribution
Most fund managers are happiest behind their screens, crunching data and studying markets. That’s their zone of genius, so it makes sense.
But when you step into the founder seat, everything changes. …
96: Alex Boyd, Founder of Aware – Helping Investment Firms (and Introverts) Succeed on LinkedIn
Most college students aren’t spending their free time building trading algorithms. But Alex Boyd isn’t most people.
From an early start on an investment desk to founding Aware—a tool that helps profes…
95: Dan Mikulskis, CIO £31B People’s Partnership – How to Take Conference Panels from “Meh” to Magic
Panels are everywhere in the asset management world. But let’s be honest, most of them aren’t exactly lighting the room on fire.
So why is something that seems so simple, so hard to get right? Is it r…
94: Big Exit. Bigger Idea. $30M in Backing | Meet Rafael Loureiro, CEO of Wealth.com
After exiting a successful startup, Rafael Loureiro went looking for a better way to do estate planning…and came up empty. The experience? Clunky. Expensive. Outdated.
So like any smart entrepreneur w…