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The Final Flight of Captain Forrester

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The Final Flight of Captain Forrester | 1. The Mystery of Tiny 05 38:05

13 days ago38:05

38:05

In late 1972, U.S. Marine Captain Ron Forrester disappeared on a bombing run into North Vietnam. Back home in Texas, his family could only wait and hope. Audio subscribers to Texas Monthly can get early access to episodes of the series, plus exclusive interviews and audio. Visit texasmonthly.com/audio to join. Go to HelloFresh.com/FLIGHT10FM to get 10 Free Meals with a Free Item For Life.…

Billion Dollar Backstory

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Content provided by Stacy Havener. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Havener or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

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97 episodes

#Trading #Business #Marketing #Stacy Havener #Investing #Storytelling #Sales #Raise Capital

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Billion Dollar Backstory

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Content provided by Stacy Havener. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stacy Havener or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

… continue reading

97 episodes

#Trading #Business #Marketing #Stacy Havener #Investing #Storytelling #Sales #Raise Capital

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96: Alex Boyd, Founder of Aware – Helping Investment Firms (and Introverts) Succeed on LinkedIn 44:45

5 days ago44:45

44:45

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 professionals build real influence on LinkedIn in a fraction of the time—Alex’s journey is anything but typical. He’s also an introvert who understands what it’s like to want to show up online… without becoming a content machine or someone you’re not. In this Episode, Alex sits down with Stacy to discuss: Why LinkedIn is the “introvert’s conference” (and how even institutional decision-makers are watching) How Aware helps users be seen having smart conversations, without being online all day His winding path from trading algos to building SaaS (and what it taught him about audience, authority, and distribution) What fund managers can learn from Ben Franklin, Buffett, and backyard saunas (yes, really) About Alex Boyd: Alex Boyd is the founder of Aware, a platform that helps advisors, founders, and creators grow their presence and engagement on LinkedIn, in less time. He's scaled sales and marketing teams, built multiple brands from scratch, bought and sold companies, and helps professionals turn trust into pipeline. When he's not growing his business portfolio, Alex can be found either with his wife and cat (Chiefy), at the gym, or in the forests of Portland, Oregon. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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95: Dan Mikulskis, CIO £31B People’s Partnership – How to Take Conference Panels from “Meh” to Magic 1:06:36

12 days ago1:06:36

1:06:36

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 really that tough to throw a few smart folks on stage and ask them questions? To find out, Stacy called in her friend Dan Mikulskis. Dan is the Chief Investment Officer at the £31B People’s Partnership, and in his role, he’s become a go-to panelist for leading conferences across the UK and beyond. But here’s the thing: Dan doesn’t just sit on panels. He thinks about how to make them better. And in this Episode, he’s breaking down his 3-step playbook for taking panels from “meh” to magic. Plus, he and Stacy chat about: What most panels get wrong (and how to fix it) Tips for moderators who actually want to spark interesting conversations How panelists can stop sounding like walking white papers Why it’s still worth showing up for a panel, even though they’re not always perfect and take some time to prep for About Dan Mikulskis: Dan Mikulskis leads the investment team at The People’s Partnership, where he oversees the strategy behind the £31B People’s Pension Master Trust—one of the largest asset owners in the UK, serving over 6 million members. A straight-talker in a noisy industry, Dan’s known for applying clear principles to complex investment decisions and always thinking with the asset owner in mind. He’s been in the investment world since 2003, with previous roles at Mercer, Redington, and LCP (where he was a partner). These days, he’s just as comfortable challenging the status quo on stage as he is behind the scenes shaping strategy. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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94: Big Exit. Bigger Idea. $30M in Backing | Meet Rafael Loureiro, CEO of Wealth.com 1:02:45

19 days ago1:02:45

1:02:45

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 would do, he decided to build something better. Today, Rafael is the CEO of Wealth.com , a FinTech firm backed by Google Ventures and designed to modernize the estate planning process for advisors and their clients. In this Episode, Rafael sits down with Stacy to discuss: Rafael’s backstory – How he went from Brazil to Silicon Valley to Wall Street Why his post-exit estate plan felt more like Mad Libs than modern finance How that clunky estate planning experience drove him to go from introverted software engineer to front-and-center CEO Why it’s actually easier to raise capital before the product exists (yes, really) About Rafael Loureiro: Rafael Loureiro is the CEO and co-founder of Wealth.com, the industry’s leading estate planning platform. Under his leadership,Wealth.com has become the fastest-growing solution in the space, empowering 750+ wealth management firms to modernize the delivery of estate planning guidance. Backed by Google Ventures, Wealth.com is the only tech-led, end-to-end estate planning platform built specifically for financial institutions—helping advisors scale, drive efficiency, and serve clients across the wealth spectrum. Rafael was named ThinkAdvisor’s 2024 Executive of the Year in the financial planning technology category and also received the Advisor Choice Award for Technology Providers: CEO of the Year in the 2024 WealthManagement.com Industry Awards, where Wealth.com was recognized as the Best Technology Provider in the Trust category. A technology entrepreneur and product innovator, Rafael brings more than 20 years of technical and executive leadership experience across start-ups, growth-stage ventures, and Fortune 500 companies. Prior to founding Wealth.com, he served as Chief Technology Officer at Emailage, a global fraud prevention SaaS startup acquired by Lexis Nexis Risk Solutions in 2020. Rafael is a member of the Forbes Finance Council and an active community leader in the Phoenix start-up ecosystem. Originally from Brazil, Rafael has been in Arizona for over 20 years. Outside of work, he enjoys time with his family, hiking the Arizona desert, playing pickleball, reading, and gaming. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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93: Meet Ben Beneche – Former Co-Lead of International Equity at $200B Pictet, Now Boutique Investment Co-Founder at Tourbillon 1:00:31

26 days ago1:00:31

1:00:31

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 his own boutique: Tourbillon Investment Management. In this Episode, he sits down with Stacy to discuss: His backstory: How his nomadic childhood shaped the independence and resilience he leans on as a founder today The rebel spirit (from class clown to contrarian) that gave him the guts to walk away from a top role and bet on himself What durability means in investing—and why it’s the heartbeat of Tourbillion's strategy How he built a fund powered by relationships, not just resumes The real difference between investing and entrepreneurship (and what most founders miss) What to know before launching your boutique About Ben Beneche: Prior to founding Tourbillon, Ben was senior portfolio manager and co-lead of international equities at Pictet Asset Management. For 10 years, he managed all-cap international equity portfolios where he was primarily responsible for investments in Japanese and Asia-Pacific listed businesses. He began his career in 2008 as an analyst focused on US equities and the energy sector. Ben has a degree in Economics and Economic History from York University (first class honors) and is a CFA charter holder. He bought his first stock when he was 16 and hasn’t looked back. - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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92: Crowd Control—How to Nail Investor Meetings (Even With 10+ People in the Room) | Story Snacks Series 7:15

5 weeks ago7:15

7:15

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 eye contact with, whether anyone is actually interested, and why no one is saying anything. Crowded meetings are awkward. They’re intimidating. But they aren’t impossible to rock. You just need a good strategy, and that’s exactly what Stacy’s giving you today. In this Episode, she breaks down: Her go-to strategy for preparing for a crowded meeting How to get the inside scoop on who’s attending ahead of time The trick that’ll help you stay laser focused on the RIGHT decision maker during the meeting Simple ways to shake out the awkwardness when no one’s talking This is Story Snacks , a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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91: The 4 Traits Every Great Fundraiser Has (and They’re Not on a Resume) | Story Snack Series 8:45

6 weeks ago8:45

8:45

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 boutique asset managers (which ultimately helped drive over $30B in follow-on AUM)? Flashy resumes, market hot takes, and smooth talkers don’t close deals. The fundraisers who consistently crush it in meetings share four specific traits, and in this Episode, Stacy’s breaking them down, plus: Why a CFA and a killer contact list aren’t enough to raise real capital The one thing allocators actually care about (hint: it’s not your market commentary) Why asking great questions beats delivering the perfect pitch What BQ is and why it might matter more than IQ or EQ This is Story Snacks , a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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90: Are Allocators Even on LinkedIn? How to Build Relationships With Investors on Social and Beyond | Story Snack Series 9:22

7 weeks ago9:22

9:22

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 posting? You can’t comment. You can’t DM them. Heck, maybe they don’t even accept your connection requests on LinkedIn. Then what? How do you reach someone who seems impossible to reach? How do you start a conversation without sending an email pitch that gets buried? If these questions sound familiar, you’re in for a treat with this Episode because Stacy is breaking down: Why skipping LinkedIn could be a huge mistake (just because allocators aren’t posting doesn’t mean they’re not watching) What to do when an allocator really isn’t on social at all How to use the give, give, give, ask framework to book more meetings when social media isn’t an option This is 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. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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89: The 5 Biggest Storytelling Mistakes Fund Managers Make (And How to Fix Them) | Story Snack Series 9:07

8 weeks ago9:07

9:07

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 story? And how do you know if you’re sharing too much or sounding too braggy? Listen in as Stacy tackles these questions and breaks down: The #1 storytelling mistake fund managers make Why telling your backstory can feel awkward (and how to share yours without sounding braggy) How to ditch the boring resume speak and make your story stick The secret to crafting a story that’s short, powerful, and memorable. This is 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! Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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88: How to Stand Out (and Win Over Investors) in a Crowded Sea of Fund Managers | Story Snacks Series 10:21

9 weeks ago10:21

10:21

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 actually leading with it —can feel like showing up to a black-tie event in your pajamas. Awkward. Exposed. Uncomfortable. That’s why in this Episode, Stacy breaks down: Why trying to prove you’re “better” is a losing game for boutiques The 3D Model for uncovering what actually makes your fund stand out How to flip your mindset and start viewing your “weaknesses” as strengths investors value (and spotlighting those strengths in meetings) The #1 edge boutiques have over the bigs in allocators’ eyes (and how to lean into it) This is 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! - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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87: People Invest in People | $6B CEO Conor Hoey on Raising Capital Through Relationships 1:01:20

10 weeks ago1:01:20

1:01:20

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 boutique, you have to build real relationships with investors. Take it from $6B CEO Conor Hoey. He’s spent over a decade raising capital, leading investments, and even securing the right backers for his football club. And along the way, he’s learned one simple truth: People do business with people. In this Episode, Conor and Stacy dig into: Why investors actually say yes (hint: it’s not just about performance) What football and finance have in common when it comes to finding the right investors The biggest mistakes boutique funds make when trying to break into new markets Why you need to stop hiding behind emails and start picking up the phone (seriously, just do it) If you know relationships are the key to raising capital but aren’t sure how to actually build them, this Episode is for you. Learn More About Conor Hoey: Conor is the CEO of Gemini Capital in Ireland, an organisation that provides an easy and cost effective way for Investment Managers from around the world to create and distribute UCITS funds. Having been in the Finance industry over 30 years in London and Dublin, he has worked across insurance, consulting, asset management and securities services. Outside of work, he is well known for his passion for Drogheda United, a League of Ireland professional soccer club where his family’s involvement goes back 75 years. Conor is a former chairman and current director of the club. They recently won the Football Association of Ireland Cup, which he can be seen cradling in his profile picture. This means European football for the club later in 2025. He is also a keen musician, cook, traveller, pickleballer and soon to be author! - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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86: Objection! Why Investors Say No (and How to Get to Yes) | Story Snacks Series 8:11

11 weeks ago8:11

8:11

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 objections with confidence. In this Episode, Stacy is sharing her best tips for handling push back like a pro. She’s breaking down: Why objections can actually be your best friend - and bring you closer to a yes - IF you shift your mindset The most common investor pushbacks you need to be ready for (and how to flip them) The underrated sales skill that turns “not sure” into “tell me more” And what Eminem can teach you about owning the elephant in the room (so it doesn’t own you) This is 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! - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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85: Meet Kristof Gleich – President & CIO of $50B Harbor Capital Manager of Boutique Managers 1:11:32

12 weeks ago1:11:32

1:11:32

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 that? He spent 8+ years leading manager selection at JP Morgan, fielding pitches from managers just like you. In this episode, he and Stacy dive into: Kristof’s path from physics to finance—how he went from studying physics to landing his first finance job at Goldman Sachs right after 9/11 What actually makes a fund manager stand out (hint: it’s not tweaking a model or slapping “contrarian” on your deck) Why it pays to celebrate even the smallest wins as you grow your fund Harbor Capital’s approach to backing emerging managers early (and why he believes more allocators should follow suit) About Kristof Gleich: Kristof Gleich joined Harbor in 2018 and in 2020 was appointed CIO of Harbor Capital Advisors, Inc. He has oversight responsibility for our Investment, Distribution & Marketing and Executive Office functions. He provides insight while helping lead Harbor’s strategic growth plan. Prior to joining Harbor, Kristof was a managing director and global head of manager selection at JPMorgan Chase & Co. He earned a B.S. in Physics from University of Bristol. Kristof is a CFA charterholder. - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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84: Meet Amy Volas – Founder of Avenue Talent Partners Startup Executive Recruiters For Hiring Sales Leaders 1:19:35

13 weeks ago1:19:35

1:19:35

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 is here to help you master. As a top sales leader turned founder of Avenue Talent Partners, she helps startups hire the right sales leaders. Along the way, she’s seen the costly mistakes founders make—whether they’re hiring, fundraising, or scaling—and she’s here to help you avoid them In this Episode, Amy and Stacy discuss: Why trying to close everyone is the fastest way to burn out How the most successful founders and fund managers attract the right people (and repel the wrong ones) The hiring scorecard that will save you from expensive hiring mistakes Why gut feelings aren’t enough—and how to build a hiring process that actually works The mindset shift that will make raising capital and growing your firm a lot more sustainable - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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83: Meet Judith MacKenzie - Founder of Downing Fund Managers, the boutique investment arm of $2.5B Downing LLP 54:07

14 weeks ago54:07

54:07

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 $2.5B Downing LLP, started in her dad’s small news and ice cream shop in the Highlands long before finance was on her radar. In this Episode, she sits down with Stacy to discuss: Her backstory– the surprising business lessons she learned as a kid and how they still influence her investing today Why qualitative research is just as rigorous as the numbers and how to test a company’s integrity The biggest red flags in management and governance that investors often miss How to stay true to your strategy when the market pressures you to pivot What it’s like to be the only woman in the room and what needs to change for the next generation of women in finance More about Judith MacKenzie: Judith is passionate about investing in UK smaller companies and has spent 30 years immersed in the investment world, firstly as a technology analyst and then as a fund manager. She is Chair of the small and mid-cap lobbying body, the Quoted Companies Alliance, and has experience as a board member in both private and public companies. With a value-oriented investment style, Judith has driven investment returns in excess of the industry benchmarks. Hailing from the Scottish Highlands, Judith spends her spare time in the hills with her dogs or trying not to fall off horses. - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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82: The Intersection of Economics and Storytelling with Philippe Gijsels Chief Strategist of BNP Paribas and Co-Author of “The New World Economy in 5 Trends” 1:01:14

21 weeks ago1:01:14

1:01:14

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 surprised, right? I don’t blame you. Even Stacy had her own mental picture of what a “banker” might be like before sitting down with Philippe Gijsels—and let’s just say this conversation shattered every stereotype. Listen in today to hear Philippe and Stacy discuss: What Darwin can teach us about innovation Why storytelling is essential—especially when tackling heavy, complex topics like Superinflation, Hyperinnovation, and Climate Transition. His journey as an author—how, for over 30 years, he naturally refined his stories in the back-and-forth of conversations long before he ever picked up the proverbial pen - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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81: How to Grow Your AUM Without a Big Team or Budget | Story Snacks Series 6:44

22 weeks ago6:44

6:44

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 team or budget How to pick the marketing platform that matches your unique skills (and feels doable for you) The biggest mindset trap that keeps fund managers stuck—and how to avoid it This is 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! - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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80: From Multi-Billion Ziff Brothers to $150B Research Affiliates Partner to Wealth Management Founder. Meet Jonathan Treussard, Founder of Treussard Capital 59:07

23 weeks ago59:07

59:07

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 the world’s wealthiest families. Listen in as Jonathan and Stacy discuss his big pivot from music to finance, plus: The lessons he learned navigating the Great Financial Crisis at Ziff Brothers Investments His perspective on balancing risk, regret, and resilience in wealth management The gap he saw in traditional wealth management that led him to start his own firm, Treussard Capital How he uses storytelling to break down complex financial concepts for his clients - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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79: What Most Fund Managers Overlook When Hiring Marketing Pros | Story Snacks Series 7:39

24 weeks ago7:39

7:39

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 little uncomfortable to hit the pavement and sell your services. Hiring marketing support can help you sidestep that discomfort and bring in more business. On the other hand, hiring before you’re ready could end up costing you time and money in the long run. That’s why, in this Episode, Stacy breaks down: The two biggest mistakes fund managers make when hiring marketing professionals (and how to avoid them) The first step every founder must take before outsourcing marketing The truth about hiring “connected” industry veterans How to know when it’s time to hire your first in-house marketing person This is 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! - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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78: An Innovative Approach to Investing in the Energy Transition Megatrend | Meet Lisa Audet Founder & CIO, Tall Trees Capital | “Meet the Boutique Series” 51:02

25 weeks ago51:02

51:02

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 Audet Founder & CIO of Tall Trees Capital believes in a third, better, way: The holistic approach represented by the energy transition, a structural megatrend affecting every sector of the economy. In this Episode, Lisa and Stacy discuss: How Lisa’s time at Tiger Cub firm sharpened her instincts around investing in the energy transition The key pillars shaping the Tall Trees’ investment strategy The “non-obvious” opportunities for helping generate superior risk-adjusted returns The outlook for the energy transition megatrend Welcome to the Meet the Boutique Series, where we’ll take you behind the scenes to see how the top asset managers innovate and thrive. Enjoy this episode? Hit Subscribe! There are more exclusive webinars to come. More About Lisa Audet: After working for more than a decade at one of the top global macro hedge funds in the world, Lisa Audet felt a desire to start something new, as she had done many times in her career. Lisa’s life-long willingness to step into the unknown was grounded in a global perspective acquired from many years of living and working overseas in South America, Europe and Africa and by 30+ years of investment experience across a diverse range of assets and industries. Driven by her prior success in energy investing, she founded Tall Trees Capital to invest in some of the most compelling opportunities represented by the secular, multi-decade themes found in the energy transition. Lisa has an undergraduate degree in International Studies from The American University. Additionally, she served in the U.S. Peace Corps and is fluent in Portuguese. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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77: Founder/CEO of $1.5B First Ascent (Acquired by GeoWealth), FinServ and Asset Management Luminary. Meet Scott MacKillop 56:52

26 weeks ago56:52

56:52

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 Episode, Scott and Stacy discuss: His backstory: From dreaming of following his father's footsteps as a lawyer and practicing corporate and securities law to leaping into asset management His journey to founding and scaling First Ascent to over $1.5B in assets and his recent sale to GeoWealth. What mountain climbing taught him about raising venture capital Why he’s a firm believer in the power of a personal brand More about Scott MacKillop: Scott MacKillop served as CEO of First Ascent Asset Management until its acquisition by GeoWealth, LLC. He now serves as Strategic Advisor to GeoWealth and a champion for independent-minded financial advisors. He is an ambassador for the Institute for the Fiduciary Standard and a 47-year veteran of the financial services industry, having served at the helm of five Turnkey Asset Management Platforms (TAMPs). Scott is a writer and commentator on the investment management and fintech industries. He brings his unique viewpoints to industry publications, speaking on the topics of fiduciary responsibilities, practice management, and client education. An avid hiker, Scott has summited thirty “14ers,” having hiked extensively in the U.S. and internationally. He also plays lead guitar for the band at his church. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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76. How to Find the Right Investors When You Have a Brand New Fund | Story Snacks Series 7:34

27 weeks ago7:34

7:34

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 investors The difference between early adopters (like RIAs & family offices) and late-stage allocators Why targeting late-stage firms leads to dead ends Why smaller investment committees with fewer decision-makers = less red tape A smarter way to screen prospects, so you only spend time pitching investors who are willing to bet on a new fund This is 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! - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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75: How $75B Asset Manager GMO Sparked an Award-Winning Platform for Wealth Managers, Meet Dr. Martin Tarlie of Nebo Wealth 58:08

28 weeks ago58:08

58:08

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 physicist/golf-performance product developer to SaaS founder How the physics mindset that followed him into the investment world turned into a novel investing approach The massive communication gap between asset managers and investors Why the fascination with the 60/40 allocation is misguided How Nebo is helping asset managers rethink risk so they can build better portfolios More about Dr. Martin Tarlie: Dr. Tarlie is a member of GMO’s Asset Allocation team and serves as the Nebo product lead. Before rejoining GMO in 2018, he was a managing director at QMA. He previously worked on GMO’s Global Equity team from 2007 to 2014. Prior to that he worked at Breakwater Trading and at Marlin Capital Corp as a fundamental equity analyst and the director of research. Dr. Tarlie earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. He was also a postdoctoral research fellow at the James Franck Institute at the University of Chicago and is a CFA charterholder. He is passionate about building systems based on first-principles thinking, which led him to spearhead the development of Nebo Wealth, a new wealth tech platform challenging the traditional definition of risk. As an entrepreneur in the wealth tech space, Martin’s innovative approach redefines risk—not as volatility, but as not having what you need when you need it. He’s also a dedicated family man and self-proclaimed “Baseball Dad,” often found cheering his boys from the stands. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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74: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello 52:31

29 weeks ago52:31

52:31

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 investment deals for his new hedge fund, Palinuro Capital. Alfonso’s story is proof that it pays to challenge the status quo and to put people (and connections) first – even in a numbers-obsessed industry. Want the full story? Join Alfonso and Stacy as they discuss: Alfonso’s backstory: How a car accident sparked his obsession with creating success on his own terms Why he’s never afraid to repel the wrong investor How his willingness to repel, both on social media and in meetings, has helped him attract more of the right investors The lesson he learned as a $20B bond manager that has served him most as an entrepreneur (spoiler alert, it wasn’t an investing technique) More About Alfonso Peccatiello Alfonso (Alf) Peccatiello is the CIO of the global macro hedge fund Palinuro Capital. Alf was born in Southern Italy, roughly 1,000 km away from the closest financial center, yet his dream was to run his own hedge fund. To get there, he had an idea: share macro analysis and frameworks with the world through his research firm, The Macro Compass, first, establish relationships, and only after spinning out his macro hedge fund. After scoring the largest asset managers in the world as clients of his research, here we are: his global macro hedge fund, Palinuro Capital, is ready to launch in January 2025. As a proper Southern Italian, Alf stands by three culinary rules: no cappuccino unless it's breakfast, no pineapple on pizza, and never break pasta in pieces! Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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73: How Do I Move Deals Through the Funnel | Story Snacks Series 7:32

30 weeks ago7:32

7:32

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 to prime your prospects to invest so they’re ready to say hell yes before you even think about pitching. This is 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! Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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72: Y Combinator and Thiel Fellowship Alum Building Tech-Enabled Wealth Management Firm, Meet Savvy Wealth Co-Founder, CEO Ritik Malhotra 55:35

31 weeks ago55:35

55:35

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 Stacy discuss: Ritik’s backstory: How his obsession with coding (that started in elementary school) turned into a thriving business that funded his college education How he became an exiting founder at just 21 years old Lessons learned from raising a 26.M series A round: Why storytelling matters when fundraising Why it pays to provide a modern, tech-forward experience as an advisor in 2024 More About Ritik Malhotra Ritik Malhotra is the founder and CEO of Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice. Savvy Wealth builds proprietary technology to empower advisors as its affiliate RIA Savvy Advisors to increase efficiency, automate mid-and-back office workflows and build stronger client relationship. A 32-year-old tech founder with 2 exits in his 20s, Malhotra was inspired to found Savvy Wealth after his second exit, and realized that today's advisors were not providing a modern, tech-forward experience. A YCombinator and Thiel Fellowship alum, Malhotra was named among the “ Ten to Watch ” in 2023 by WealthManagement.com , one of the most well-regarded publications in the wealth management space. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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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 1:00:52

32 weeks ago1:00:52

1:00:52

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 Investments, a tech-driven private markets platform. In this episode, Jacob and Stacy dive into: Jacob’s backstory: how he went from aspiring doctor to advisor at the world’s leading hedge fund, Bridgewater Opto’s mission to decode complex market dynamics so average people can better understand their investments Why making people feel dumb, so they think they need you in order to invest, is a dead (and unethical) strategy Opto’s foolproof strategy for standing out in the crowded tech industry How Opto’s platform helps financial advisors differentiate and tackle alternative investments More About Jacob Miller Co-founder, Jacob Miller, is Opto’s Chief Solutions Officer, a key figure in its leadership team and central to its growth strategy. He spearheads initiatives for Opto's fiduciary partnerships and the systemization of institutional-quality private markets investment techniques and programs. Before co-founding Opto, Miller spent nearly five years as an investor at Bridgewater Associates. Miller has a passion for sensible long-term investing, systematizing investment processes, and distilling complex market dynamics into clear, logical linkages that help people better understand their investments. Having managed money for family and friends since he was 16, Miller is a certified market junkie. While he has a background in macroeconomics and high-yield debt, he finds the challenges and opportunities in the private markets space far more interesting and important, both for investors and society. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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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 52:02

33 weeks ago52:02

52:02

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 systems of old. In this episode, Ryan and Stacy discuss: Ryan’s backstory: How the strategy behind his grandfather’s variety store inspired his entrepreneurial modus operandi — give the people what they want His sales secret weapon —K-1 cookies that end up in his prospects’ bellies instead of the trash folder in their email inbox How he mastered sales without any formal training How Arch surpassed their goal and raised $5 million in venture capital More About Ryan Eisenman: With over six years as the co-founder and CEO of Arch, Ryan Eisenman brings extensive private investment expertise to the table. Before founding Arch, he gained valuable experience at eight financial service companies, including Deloitte, Routier, and TechStars. Ryan is well-versed in the evolving trends of the private investment sector and the transformative impact of technology on the industry. As private markets continue to gain popularity, Ryan remains dedicated to helping advisors and their clients easily invest in private markets and efficiently diversify their portfolios. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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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… 1:11:04

34 weeks ago1:11:04

1:11:04

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 what it would take to give that up. Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the top of her game. She did something unheard of and it paid off. Shannon is one of the only people I know to go from one side of the table in the investment world to the other and do so with style, grace, and massive success. That’s why I can’t wait for you to hear from her as we discuss: Her backstory – from a 14-year old girl already dreaming of working on Wall Street to making her place in this male-dominated industry The breaking point that led her to step away from her dream job and finance altogether How that break reenergized her and redirected her back to the investment world where she found true passion and purpose at RFG More about Shannon: Shannon is President of RFG Advisory, a $4.5B wealth management platform who just took on an equity partner with a vision of revolutionizing the game. RFG was built by entrepreneurs for entrepreneurs – advisors who have a touch of rebel in their DNA. Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe Resources mentioned in this episode: Books: The Hard Thing About Hard Things, Ben Horowitz | Powerful, Patti McCord | Atomic Habits, James Clear | The Power of Now, Eckhart Tolle Song: Coolio — Fantastic Voyage - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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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… 52:44

35 weeks ago52:44

52:44

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 is coming on the show to teach you how to do just that. Not only has Samantha been named an investment news 40 under 40, a Think Advisor Luminary, and one of the top 10 individuals to watch in wealth management but she’s also holds the role of chief evangelist in a highly successful marketing agency serving a whopping 40,000 clients. In this episode, Samantha and Stacy discuss: · Her backstory, from bootstrapping with a nonexistent marketing budget to exit · Tips for leveraging stories in your marketing to ramp up sales · The key to mastering feel-good authenticity online, in sales conversations, and beyond …and so much more! Authenticity isn’t always easy in a performance obsessed industry, but Samantha’s got you covered. Grab your headphones and get ready to learn from the best. - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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67: How to Melt the Ice with Vibe Management | Story Snacks Series 7:08

35 weeks ago7:08

7:08

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 get even the most reserved analysts to open up. You can be the “hype man” (or woman) of your meetings and set the tone for success. Here’s how: Embrace your inner hype man or woman to warm up the room and set a positive tone Minimize awkwardness by acknowledging the environment Leverage the power of observation to show them you care and pay attention to more than just the deal Plus, Stacy will channel her own inner hype woman to give you the confidence you need to lead great meetings. This is 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! - - - Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership…

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