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
13: Podcast Spotlight: Meet the Managers – Schroders’ Andrew Williams and Ben Arnold, CFA | Views from a Value Boutique Inside an $800 Billion Asset Manager | Why Value Investing Is Not for Everyone | How Urban Myths Can Be Origin Stories | Repost from The Value Perspective Podcast
The role of Andrew Williams and Ben Arnold of Schroders Value Equities team - a team responsible for £14B+ - extends beyond managing assets; it involves fostering relationships built on trust and ste…
12: From Global Asset Manager CEO to Founder of an Investment Boutique Heidi Ridley of RadiantESG on Embracing Innovation | Why Qualitative and Quantitative Both Play a Role in Investing | How ESG and Sustainability Are the Keys to Future Growth
It's not every day that you get to sit down with a true industry visionary who has reshaped the landscape of asset management. But today, we have the pleasure of sitting down with the innovative forc…
11: The Scientist & The Storyteller | A Collab from Dr. Daniel Crosby & Stacy Havener | The Psychology of Sales | Unpacking Three Behavioral Biases to Help You Close More Deals | Sales Success = Art + Science
This is the first of a 4-part miniseries with Dr. Daniel Crosby, Chief Behavioral Officer at Orion and host of Standard Deviations podcast. We are joining forces because selling successfully requires…
10: $6B CEO Heather Fortner of SignatureFD on Leading with Authenticity | Why Specialists and Niches are the Future of Wealth Advisory | How Community and Shared Experiences Unlock Growth
Join me for an inspiring talk with Heather Fortner of SignatureFD, a $6B+ RIA in Atlanta. She joined SigFD as a client service associate 20 years ago when they had $250 mm. Now as the CEO and Chair o…
9: The Art of Differentiation in the Investment Industry | Allocators Want Different Not Better | How to Identify Your Edge and Find Your Fascinating to Raise Capital
In this episode I discuss:
- Why different is better than better (even in the investment industry where we love to rank and chart errrthing)
- If you want to lean into what makes you different, you need …
8: $400B AUA, PE-Backing, Co-Founder Bob Dorsey of Ultimus on Staying True to Your Roots | Why FinTech is a People Business | How Handshakes and Phone Calls Can Build an Empire in Financial Services
Bob Dorsey is the co-founder and Vice Chairman of Ultimus Fund Solutions. In this episode, Bob and I discuss:
- His backstory: from butcher markets to financial markets
- Why FinTech is a people business
- H…
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 Diligence (aka Culture Eats Sharpe Ratio for Breakfast)
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 t…
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
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…
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
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 …
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
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:
- J…
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
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 partn…
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*)
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. Dani…
1: Backstory of Backstory | What's My Story? | Why Should You Care? | Does Storytelling Actually Work in the Investment Biz (Spoiler: Yes, It Does)
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 backstor…
Welcome to Billion Dollar Backstory with Stacy Havener
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 di…