Billion Dollar Backstory

Founders don’t start firms because it’s easy; they do it because they believe there’s a better way.

That was true for today’s guest, Ben Beneche, who left the comfort of a $200B+ global firm to launch…

There’s nothing worse than walking into a conference room full of investors. Suddenly, everything you thought you knew about running a great meeting goes out the window.

You’re wondering who to make e…

Whether you’re raising capital on your own or thinking about hiring someone to help, chances are… you’re focused on all the wrong things.

The biggest lesson Stacy learned while raising $8B for boutiqu…

Raising capital starts with real relationships. And in 2025, social media is the easiest way to make those connections…right?

Well… not always.

What if the allocators you’re trying to reach aren’t post…

You know storytelling is powerful. You’ve heard that facts don’t close deals—feelings do.

But when it comes time to talk about yourself, it suddenly feels...awkward.

When is the right time to tell a st…

As a boutique, blending in isn’t just a mistake; it’s a death sentence.

You don’t need to be BlackRock. You need to own what makes your fund different. 

But let’s be real: finding your edge—and actuall…

Raising capital isn’t about having the perfect pitch deck. And there’s no magic button that makes assets pour in.

At the end of the day, it all comes down to one thing: trust.

If you want to grow your …

Most fund managers panic when investors push back.
They freeze. They fumble. And they walk away from capital they almost had.

Not because their pitch was bad but because they didn’t know how to handle …

Struggling to stand out to allocators? Wondering why your pitch isn’t landing?

Kristof Gleich has sat on both sides of the table. Today, he’s the President & CIO of $50B Harbor Capital, but before tha…

If you’re always chasing investors, hires, or deals… you’re doing it wrong.

The most successful boutique founders don’t try to close everyone. They focus on alignment—and that’s exactly what Amy Volas…

Judith MacKenzie’s path is as unconventional as it is inspiring. She didn’t learn to invest on Wall Street. 

The lessons that led her to the founder’s seat, running the boutique investment arm of $2.5…

What if I told you the Chief Strategy Officer of the largest bank in the Eurozone could teach you some ultra-valuable lessons about storytelling, thought leadership, and innovation?

You’d probably be …

In this edition of Story Snacks, Stacy breaks down:

• Why thought leadership is the ultimate equalizer for smaller funds
• Her Four A’s Framework for using thought leadership to increase AUM without a big …

At 17, Jonathan Treussard hopped on a one-way flight from Paris to LA with dreams of being a musician.  

He didn’t wind up playing jazz professionally, but he did end up managing billions for some of …

If you’re like most fund managers, you’re busy serving your current clients—so much so that bringing in new ones feels overwhelming. 

After all, you’re not a salesperson, and it may even make you a li…

Show Notes:

When considering investing in the energy sector, most investors assume there are two paths to pursue: either the traditional fossil fuels route or one aligned with a greener future. 

Lisa …

Nobody knows what it takes to scale to the top like GEOWealth’s strategic advisor Scott MacKillop —he’s climbed literal mountains AND built some of the most successful TAMPS in the game.

In this Episo…

Not sure how to find investors that are willing to bet on your brand new fund?

Stacy’s got you covered. Listen in as she breaks down: 

• How the Rogers Adoption Curve applies to finding the right investo…

Dr. Martin Tarlie spent years at GMO, the iconic Boston asset manager, and now leads an award-winning investing platform, Nebo Wealth. 

In this Episode, Martin and Stacy discuss: 

• His backstory: from p…

Alfonso Peccatiello built a following of 500,000 on social media by doing something radical – by being a real, authentic human in the fund world. 

And that authentic social presence helped him close i…