Best Stacy Havener Podcasts (2024)

1
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 ... 51:21

12d ago51:21

51:21

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: Why our brains cling to conformity, killing our chances of standing out Why linear stories put people to sleep and how mastering the ‘peak-end’ rule will…

1
58: How to Lead A Meeting Without A Pitch Deck | Story Snacks Series 7:51

42m ago7:51

7:51

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 insists on seeing the presentation beforehand or navigating an awkward silence before kick-off, Stacey’s got you covered. In this episode, Stacy covers: …

1
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 ... 1:04:03

5d ago1:04:03

1:04:03

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, a value investing specialist who's transitioned from the $35B big leagues to crafting his own firm. In this episode, Sean and Stacy unpack: His Backs…

1
56: How Much Detail Does Your Backstory Really Need? | Story Snacks Series 5:57

4d ago5:57

5:57

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 two extremes. And that’s exactly what Stacy is walking you through in this episode. Listen in as she breaks down: How much should you share, and to what …

1
55: The Secret to Booking More Meetings with Investors | Story Snacks Series 7:17

7d ago7:17

7:17

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 using the exact strategy she’s laying out in this episode to book meetings with investors who are primed to say yes. Listen in as today as Stacy cover…

1
53: Why a Founder’s Backstory Matters–Even for Firms Managing Billions | Story Snacks Series 6:47

8d ago6:47

6:47

Introducing Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! Listen in today as Stacey answers every established firm’s burning question, “Who cares about the founder?” Plus, learn: Why a founder’s backstory matters–even for firms managing billions How t…

1
52: $520 Million Frontier & Emerging Markets Specialists Jonathan Binder and Charlie Cassel Co-Founders of Consilium Investment Management | The Importance of High Conviction Strategies | Why Benchmarks ... 59:24

19d ago59:24

59:24

If you’ve been dismissing frontier markets because they seem “too risky,” you’re missing out on a treasure trove of alpha. Take it from Consilium CIO Jonathan Binder and CEO Charlie Cassel. For 13+ years, they’ve managed to beat EM benchmark indexes time and time again. In this episode, they share their playbook for successful FM investing and brea…

1
‘We’ve had our GFC moment’: What lies next for REITs 18:56

15d ago18:56

18:56

Rogier Quirijns of Cohen & Steers spoke about the challenges the property sector has faced and whether it can bounce back. Rising interest rates and the pandemic acting as a catalyst for how we live and work has changed the face of the real estate sector. One portfolio manager keeping an eye on all such matters is Citywire A-rated Rogier Quirijns, …

1
51: Modern Marketing for Investment Boutiques 52:56

20d ago52:56

52:56

Feel like your marketing is falling flat? You’re not alone. In 2024, most fund managers are facing the music. Outdated marketing tactics like sending PDF letters to investors just don’t cut it anymore. The good news? Embracing modern marketing can be simple and time and cost effective when you have the right game plan. Listen in today for Stacy’s m…

1
Stacy Havener, Havener Capital, Raising assets against the odds 22:28

27d ago22:28

22:28

Stacy Havener has raised $8bn for boutiques ‘that shouldn’t win’. Describing herself as blue-collar, ‘who got the wrong degree from the wrong school’, she sets out her stall as a much-needed misfit in the asset management industry. Her degree was English literature. And indeed, Havener is a storyteller, having communicated advice already through Ci…

1
50: Private Credit Opportunities in an Undercapitalized Fast Growing Industry | Meet Altmore Co-founders Steve Ham and Patrick Kim Specialists with $300 Million in Cannabis Capital | Why More Family Offices ... 49:02

1M ago49:02

49:02

Cannabis capital curious? Steve Ham and Patrick Kim of Altmore Capital are here to show you the way. Although it has advanced considerably over the past half-dozen years, the U.S. cannabis industry remains full of complexities as it rapidly matures. That’s why today, Stacy and the Altmore team are covering: The current cannabis capital landscape Pr…

1
David Hunt, CEO, PGIM: Who will win in asset management 35:12

1M ago35:12

35:12

At 12 years in charge of global asset manager PGIM, David Hunt is one of the longest-serving CEOs in the business, anywhere. This tenure might have missed the financial crisis, but it has taken in a global pandemic, a European war, spiralling inflation and fast-rising rates. There is also the never-ending challenge of generating after-cost returns …

1
49: $500 Million Female Led Fund Team Within a $65 B Multi-Boutique | Small Cap Growth Specialist Rayna Lesser Hannaway of Polen Capital on Owning Your Story | Why Culture and Qualitative Matter | How ... 1:05:13

1M ago1:05:13

1:05:13

There’s nothing a woman in a power suit can’t do. Shake up a male-dominated industry? Check. Redefine leadership? Check. Inspire generations to come? Check. In this episode, Rayna Lesser Hannaway shares her inspiration for doing all of the above. Listen as Rayna and Stacy discuss: • Her backstory– from looking up to her fierce, go-getter lawyer mom…

1
48: $4B RIA Platform Chief Behavioral Officer Brendan Frazier of RFG Advisory on the Power of People First | How Listening More Will Get You More Meetings | Why Salespeople Need to Drive Toward No 1:04:46

2M ago1:04:46

1:04:46

Most boutique firms strive to raise more funds and stay ahead of market trends. But they lack one key ingredient that the bigs have in their back pockets– behavioral finance expertise. Today, Brendan Frazier, Chief Behavioral Officer of the $4B RIA platform RFG Advisory, is here to level the playing field. Listen in as he and Stacy discuss: The uni…

1
‘Europe is the Nexus’ David Zahn on the future of green bonds 13:18

2M ago13:18

13:18

Citywire sits down with David Zahn, head of sustainable fixed income at Franklin Templeton, to discuss opportunities in the green bond market.By Citywire

1
Juan Delgado-Moreira, co-CEO, Hamilton Lane: Liquidity, wealth sales and tokenisation 40:48

2M ago40:48

40:48

Juan Delgado-Moreira was named co-CEO of private markets manager Hamilton Lane last year, alongside Erik Hirsch. Based in Hong Kong, Delgado’s particular focus is on expanding Hamilton Lane’s presence and distribution footprint around the world. Joining Citywire Selector editor Will Robins in Citywire’s London studio, Delgado tackles questions abou…

1
47: $83B Investment Strategist Doug Huber of Wealth Enhancement Group on the Evolution of Manager Research | Balancing the Binary in Investment Management | Why Qualitative Matters in Due Diligence 51:32

2M ago51:32

51:32

Fund buyers know investing is more of an art than a math equation. Not convinced? After listening to this interview with Doug Huber, VP of Investment Strategy at Wealth Enhancement Group, you will be. Get a glimpse inside the mind of an allocator in part 3 of our Ask an Allocator series, where Stacy and Doug discuss: His Backstory – from car fanati…

1
Winkelmann exclusive: Why his team really joined AllianceBernstein 15:34

2M ago15:34

15:34

Few fund manager changes have created as big of a stir in recent year as the news that five of Allianz Global Investors’ 12-strong equity growth team were jumping ship in October of last year. The quintet – Thorsten Winkelmann, Marcus Morris-Eyton, Robert Hoffman, Nicolas Goncalves and Darina Valkova – resurfaced at AllianceBernstein in January 202…

1
46: Can Global Giants and Focused Specialists Co-Exist? | $500B Industry Think Tank CEO Dani Hristova of the Independent Investment Management Initiative on Building a Successful Boutique | Why Story is ... 56:53

2M ago56:53

56:53

There's room for everyone at the table in the fund world—not just the bigs, but have fund buyers gotten the memo? Thanks to champions like Dani Hristova, who are relentless about spotlighting the underdogs, fund buyers can thrive. As CEO of the Independent Investment Management Initiative–a networking group representing 45 firms and $500B in assets…

1
45: $700 Million Small Cap Credit Fund Manager Hunter Hayes of Intrepid Capital on Building a New Strategy Within a Successful Boutique | How Owning Your Different Unlocks Growth | Why Specializing is ... 58:51

2M ago58:51

58:51

If your analytical brain needs FACTS to back up the power of left-brain growth tactics, you’re in luck. Today's guest, Hunter Hayes, combines his classical piano training with impressive business sense, showing that there’s real power in combining art and science to edge ahead in the fund world. In this episode, he and Stacy discuss: His journey fr…

1
44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters 48:09

2M ago48:09

48:09

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 $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad’s story is proof that thinking like an entrepreneur can take you far in the…

1
S5E18 (Season Finale)- "Where do we go from here??" 22:37

3M ago22:37

22:37

This is the season finale episode. Short and sweet. Dr. Ibe-Lamberts reflects on the season, shares his thoughts on the state of Black transnationalism along with his vision and hopes for the next season. Thanks to all our guest and listeners for your support this season. Can't wait until the next. Visit us at www.blacktransnational.com…

1
43: $4B Boutique Co-Founder Rodney Herenton of Channing Capital Management on Building a Platform of Specialists | The Importance of Legacy in Asset Management | Why Differentiation is the Future | “Meet ... 50:59

3M ago50:59

50:59

With a $70 million seed investment and a vision, Rodney Herenton and his co-founder Wendell Mackey launched Channing Capital Management. This isn’t your typical startup story. This episode is a masterclass on differentiation, defying the odds, and the power of effective collaboration. Listen in as Rodney and Stacy discuss: ● The birth of Channing C…

1
‘No longer unipolar’: Investing in emerging market debt in a fast changing world 17:40

3M ago17:40

17:40

Cathy Hepworth of PGIM Fixed Income discusses how the ‘great power competition’ between the US and its rivals is reshaping investment in the developing world. With the face of global geopolitics rapidly changing, keeping abreast of developments in the huge universe of emerging market debt is no mean feat. Cathy Hepworth, who manages a host of local…

1
42: $4B Family Office Co-Founder Khaled Said on Entrepreneurship | Why Story Is a Differentiator | How Collaboration, Creativity, and Courage Are Key to Serving Clients Well 1:02:05

3M ago1:02:05

1:02:05

The second generation in wealthy families could choose a safe path within the family business. But today's guest, Khaled Said, dared to pave his own way, co-founding Capital Generation Partners, a $4B London-based family office. While his choice to take the leap paid off, he didn’t gain success overnight. His backstory is filled with twists and tur…

1
41: $1.7B Family Office CIO Paul Bodnar on Differentiation in Investment Management | Why Specialists Matter in a Portfolio Line-Up | “Ask an Allocator” Session 51:18

3M ago51:18

51:18

Get a glimpse inside the mind of an allocator in part 2 of our Ask an Allocator series. Today, you’ll hear from Paul Bodnar, CIO of CM Wealth, a $1.78B Family Office. Listen in as Paul and Stacy discuss: ● His backstory - from college intern at a tech start-up to CIO ● The power of being candid about challenges and failures in meetings ● A common p…

1
40: Boutique Founder to $5B CEO to Boutique Founder Again: Adrian Clayton of Northstar Asset Management| The Business of Building an Investment Boutique| How Science, Art and Heart Play a Role in Investment ... 50:50

3M ago50:50

50:50

Imagine this: you've sold your biz and landed what many would consider their dream job at a multi-billion dollar firm. It’s secure and you’re coasting at the top of your game. Now, imagine what it would take to trade it all in to leap back into the great unknown of entrepreneurship and build a boutique from scratch. Guts. That’s what. Today’s guest…

1
39: $200B Asset Management CIO Bill Harding on the Importance of Qualitative Due Diligence | Why Culture is a Source of Alpha | “Ask an Allocator” Session 50:40

4M ago50:40

50:40

Get a glimpse inside the mind of an allocator in part 1 of our Ask an Allocator series. Today, you’ll hear from Bill Harding, CIO of Jackson National, with $29.8B directly managed fund-of-fund assets. Listen in as Bill and Stacy discuss: Bill’s Backstory - from a financial analyst at a cheese manufacturer to CIO at Jackson National What it takes fo…

1
38: $18B Value Investing Portfolio Manager Jim Falbe on Founding His Own Investment Boutique | Why AI is an Amplifier of Classic Value Investing | How People in the Investment Industry Can Help Each Other ... 1:21:13

4M ago1:21:13

1:21:13

Can classic value investing and AI coexist? Today, Jim Falbe is coming on the show to share his playbook for blending timeless strategies with AI WITHOUT losing the personal touch allocators love. In this episode, Jim and Stacy cover: His backstory: o How losing his mom at 13 sparked his passion for financial management o Why he left an investment …

1
37: Data Viz Expert James Eagle of Eeagli on the Journey from the Bigs to Entrepreneurship | Why Story is Powerful in Numbers and Narrative | The Art of Authenticity- Owning What Makes Us Different (and ... 55:35

4M ago55:35

55:35

James Eagle spent the bulk of his career telling stories with words, working as a writer for some of the biggest names in asset management. Since then, he’s traded in the proverbial pen for coding software and now he tells stories with data as the founder of his firm Eeagli. Today, James is sitting down with Stacy to discuss: His Backstory: o From …

1
S5E17- "Pressed for Success": Healthy Haven's Journey w/ Stacy Appiah & Patricia Bonsu 1:05:36

4M ago1:05:36

1:05:36

On this penultimate episode of Season 5, Dr. Ibe-Lamberts is joined by Stacey Appiah and Patricia Bonsu, the dynamic duo behind Healthy Haven. Dive into a refreshing conversation as we explore their transnational connections to Ghana and how it influences the creation of their cold-pressed juices. We discuss the story behind Healthy Haven, a Ghanai…

1
36: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship | Why AUM Isn’t the Only Measure of Success | How Different Thinking Leads to Differentiated ... 57:50

4M ago57:50

57:50

Success as a founder is about more than impressive AUM. It’s about maintaining autonomy and connection. It’s about taking pride in what you do, the team you’ve built, and most importantly having fun along the way. Take it from today’s guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners. In this episode, he and Stacy discu…

1
35: $3B Alts Platform Co-Founder Turned $3B RIA Founder Dick Pfister of Alphacore on Innovation in Alternatives and Advisory| Why the 60/40 Model Needed a Reset | How to Launch, Build, and Scale a New ... 53:53

5M ago53:53

53:53

Most advisors aim to put their clients first. But, many fall short by leaning on status quo strategies - like 60/40 - that don’t necessarily serve their people in the best way possible. Today’s guest has built not one, but two billion-dollar businesses. By asking “why not?” and differentiating his investment strategy, $3B RIA founder Dick Phister c…

1
34: Trillion Dollar Wirehouse, Trillion Dollar RIA Custodian, Boutique Consultancy Founder Tim Welsh of Nexus Strategy on the RIA Industry | Why Founder-Led Sales Matters in Fintech and Investments | The ... 39:28

5M ago39:28

39:28

A founder's journey never truly ends. Sometimes, that feels like a blessing and a curse, all at once. Hearing 'no' over and over again gets old! Today, Tim Welsh, founder of boutique consultancy Nexus Strategy, joins Stacy to talk about why the double-edged sword of foundership is more of a blessing than a curse. While Tim’s initial journey as a fo…

1
S5E16- "Staples of Identity": Navigating Blackness and Transnationalism with Justin Staples 1:24:14

5M ago1:24:14

1:24:14

On this episode, Dr. Ibe-Lamberts is joined by Mr. Justin Staples, former NFL Player and current president of the Chicago chapter of the NFL Players Association. Dive into an insightful conversation as they explore Justin's experiences, cultural identity, and how his time in the locker room has shaped his perception of Blackness and transnational c…

1
33: New School Marketing Strategies Power a $420 Million RIA Led by Matt Blocki and Jamison Wealth, Partners of EWA | How Content Marketing Can Grow a Boutique | Why Specialization Creates More Opportunity ... 59:31

5M ago59:31

59:31

If you're tired of the same old business strategies (that don’t even work for boutiques) and want to carve a path to uncommon success, it's time to challenge the status quo. Not sure how? You’re in luck with this episode. Matt Blocki and Jamison Smith from Equilibrium Wealth Advisors are coming on the show to share their rebel playbook for success.…

Podcasts Worth a Listen

Stacy Havener Podcasts

Podcasts Worth a Listen

Quick Reference Guide