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
73: How Do I Move Deals Through the Funnel | Story Snacks Series
Struggling to win investors over? Stop wasting time perfecting your pitch and start laying the groundwork that’ll actually help you seal the deal.
In this episode, Stacy shares the steps you can take…
72: Y Combinator and Thiel Fellowship Alum Building Tech-Enabled Wealth Management Firm, Meet Savvy Wealth Co-Founder, CEO Ritik Malhotra
Today’s guest, Ritik Malhotra, is the co-founder and CEO of Savvy Wealth, a Tech-Enabled Wealth Management Firm that surpassed $700 million in assets in just three years.
In this episode, Ritik and St…
71: Taking the Guesswork out of Private Market Investments with Opto Investment Co-founder Jacob Miller | Why Financial Advisors are Leaning into Alternative Investments in 2024
After working for the world’s largest hedge fund, Bridgewater, for over five years, today’s guest, Jacob Miller, found his passion — making investing accessible.
This passion led him to co-found Opto…
70: $100B in Platform Assets Arch Co-Founder, Ryan Eisenman on the Power of Solving Client Problems | What Matters in Raising Venture Capital | Why Founder-Led Sales is the Way
As co-founder and CEO of Arch, Ryan Eisenman is on a mission to take the hassle out of investment operations. Arch is a $100B tech platform that replaces the spreadsheets, manual labor, and outdated …
69: Rewind | Portfolio Manager of $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot | How to Lead with Authenticity | Why Your Personal Brand is an Asset
Imagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high-powered hedge fund manager for a double-digit billion specialist hedge fund.
Now, imagine wha…
68: Rewind | Marketing Expert Samantha Russell of FMG on the Founder’s Journey from Bootstrap to Exit | Why Specialization is Powerful for Start-ups | What Digital Marketing Strategies Work Well in Financial Services | How to Ramp Sales with Stories
99% of fund managers are doing social media wrong. Stale and stagnate. Nobody wants that. How do you get to the 1% that stops the scroll? Put some fun back in your fund game.
Today, Samantha Russell…
67: How to Melt the Ice with Vibe Management | Story Snacks Series
Break the ice in style.
Ever walk into a meeting with analysts who seem more like untouchable statuses than people? This episode of Story Snacks makes it easier to break the ice, ease the tension, and…
66: Rewind | CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How He Manages Being an Introvert as a CEO | What Specialization Means As You Scale | How Client Service Can Be Your Edge in Investment Management
How did Gary Tenkman go from a first-generation college graduate who felt like a fish out of water in finance to CEO of Ultimus Fund Solutions, a $475+ AUI award-winning fund?
It sure wasn’t easy. It…
65: What to Do When Your Fund Manager Isn’t Great at Storytelling | Story Snacks Series
Great with numbers but suck at storytelling? No worries.
On this episode of Story Snacks, we’re helping sales and marketing teams step up, take the reins, and make sure everyone in the room looks like…
64: Navigate Crowded Meetings Like a Pro | Story Snacks Series
1:1 meeting turned into a 10-person panel? Don’t freak out.
This episode of Story Snacks is your go-to guide for managing meetings when the room (or Zoom) is packed.
Stacy covers how to maintain contro…
63: Rewind | 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
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 L…
62: Job and Brand Stories: One Size Fits All? | Story Snacks Series
Can you have different stories for different strategies?
What about brand stories for each niche?
This episode of Story Snacks dives into the nuances of crafting job stories that fit distinct strategi…
61: The Art of Leaving a Voicemail | Story Snacks Series
The perfect voicemail is calling…it’ll make you wish you picked up!
Voicemail is one of the most powerful tools to keep in your prospecting arsenal, and if you aren’t convinced, this episode of Story…
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
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 …
59: To Niche or Not to Niche | Story Snacks Series
Want to tell your story in a way that connects to your future vision?
Stop worrying that niching down might box you in. In this episode, Stacy helps you weave your past into your present and future t…
58: How to Lead A Meeting Without A Pitch Deck | Story Snacks Series
You can ditch PowerPoint and still own the room.
In fact, running a killer meeting is usually easier than the gurus and motivational speakers might tell you.
Whether you’re facing an allocator who i…
57: Rewind | Value Investing Specialist Sean Peche of Ranmore Funds on Building a Boutique After Years at $35B Bigs | How Boutiques Will Win with a Different Playbook (and LinkedIn Is In It) | Why Numbers and Narrative Can Vibe Together
Let’s be real: boutique building is no walk in the park; it's a rollercoaster of gutsy moves and unexpected comebacks.
Today, we’re sitting down with a guest who knows all about that. Meet Sean Peche…
56: How Much Detail Does Your Backstory Really Need? | Story Snacks Series
Your backstory isn’t as cut and dry as your resume, but It’s not quite a full look at your diary, either.
If you want to craft a compelling backstory, you have to find the sweet spot between these tw…
55: The Secret to Booking More Meetings with Investors | Story Snacks Series
Want to book more meetings for your fund? It’s time to face the music. Cold intro emails are out.
A relationship-first approach is in. Take it from Stacy (and her clients at Havener Capital), who are…
54: Rewind | The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Why Typical Fund Managers Tell Terrible Stories (and How to Make Sure You Nail Your Narrative)
Dr. Daniel Crosby, a behavioral psychologist, is back and ready to tell you the cold, hard truth about why your brain might be sabotaging your storytelling game.
Listen in as he and Stacy discuss:
- …