Billion Dollar Backstory

Mar 26 2025 91 ep. 44 mins 2
Billion Dollar Backstory Podcast artwork

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

Mar 26 2025 9 mins  
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 impossibl

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

Mar 19 2025 9 mins  
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

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

Mar 12 2025 10 mins  
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 t

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

Mar 05 2025 61 mins  
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 th

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

Feb 26 2025 8 mins  
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 -

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

Feb 19 2025 71 mins  
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 t

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

Feb 12 2025 79 mins  
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

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

Feb 05 2025 54 mins  
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

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”

Dec 18 2024 61 mins  
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

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

Dec 11 2024 6 mins  
In this edition of Story Snacks, Stacy breaks down:Why thought leadership is the ultimate equalizer for smaller fundsHer Four A’s Framework for using thought leadership to increase AUM without a big team or budgetHow 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 i