Billion Dollar Backstory

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 papersWhy 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

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 CEOWhy 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

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 todayThe rebel spirit (from class clown to contrarian) that gave him the guts to walk away from a top role and bet on himselfWhat durability means in investing—and why it's the heartbeat of Tourbillion's strategyHow he built a fund powered by relationships, not just resumesThe 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

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 talkingThis 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

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 capitalThe one thing allocators actually care about (hint: it's not your market commentary)Why asking great questions beats delivering the perfect pitchWhat BQ is and why it might matter more than IQ or EQThis 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

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 allHow to use the give, give, give, ask framework to book more meetings when social media isn't an optionThis 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

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 stickThe 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

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 boutiquesThe 3D Model for uncovering what actually makes your fund stand outHow 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

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 investorsThe biggest mistakes boutique funds make when trying to break into new marketsWhy 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

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) - - -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

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 9/11What 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

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 themIn this Episode, Amy and Stacy discuss: Why trying to close everyone is the fastest way to burn outHow 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 mistakesWhy gut feelings aren't enough—and how to build a hiring process that actually worksThe 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

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 a $1.2B boutique investment firm, 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 todayWhy qualitative research is just as rigorous as the numbers and how to test a company's integrityThe biggest red flags in management and governance that investors often missHow to stay true to your strategy when the market pressures you to pivotWhat it's like to be the only woman in the room and what needs to change for the next generation of women in financeMore 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

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

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 itThis 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

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 InvestmentsHis perspective on balancing risk, regret, and resilience in wealth managementThe gap he saw in traditional wealth management that led him to start his own firm, Treussard CapitalHow 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

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 marketingThe truth about hiring “connected” industry veteransHow to know when it's time to hire your first in-house marketing personThis 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

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

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 managementHis 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 brandMore 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

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 tapeA 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

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 investorsWhy the fascination with the 60/40 allocation is misguidedHow 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

Alfonso Peccatiello built a following of 500,000 on LinkedIn 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 PeccatielloAlfonso (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

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

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 2024More 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

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 MillerCo-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

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

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 RFGMore 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 TolleSong: 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

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

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 toneMinimize awkwardness by acknowledging the environmentLeverage the power of observation to show them you care and pay attention to more than just the dealPlus, 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

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 took grit. It took being willing to get uncomfortable, fail, and learn (rinse, repeat). Grab your headphones and get ready for a backstory chock-full of lessons from places you'd least expect. Listen in as Gary discusses: His backstory — from first-generation college student paying his own way to rocking the CEO seat The importance of being willing to get uncomfortable, fail, and learn (rinse, repeat)What it looks like to be an introvert in a very forward-facing CEO role How being an introvert is one of the things that makes him a great leader The power of strategic scaling – why he considers culture first and profit second when considering acquisitions More about Gary Tenkman: Gary Tenkman is Chief Executive Officer of Ultimus Fund Solutions, the largest independent registered fund administrator and one of the largest private fund administrators in the U.S.  As CEO, Gary works closely with the Ultimus executive team and board members with responsibility for providing strategic growth, financial, and operational leadership for Ultimus and its over 900 employees. Gary has over 30 years of experience in the financial services industry. He joined Ultimus in 2014 as COO and was named CEO in 2019. Gary currently also serves on the Board of Governors for the Investment Company Institute.Resources mentioned in this episode:Book: Get Out of My Life, but First Could You Drive Me & Cheryl to the Mall: A Parent's Guide to the New Teenager, Factfulness: Ten Reasons We're Wrong about the World--And Why Things Are Better Than You Think - - -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

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 a rockstar–especially when the fund manager isn't a natural storyteller. Listen in as Stacey covers: How acknowledging that not everyone is a natural born storyteller is perfectly fine How sales and marketing pros can take an active role in meetings to ensure the fund manager shinesTips to steer fund managers back on track–without creating awkwardnessUnique cases like turning unconventional communication styles into winning strategiesA fund manager's lack of storytelling skills isn't a deal-breaker. It's an opportunity for sales and marketing teams to step up, orchestrate the conversation, and make the entire team shine.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

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 control, keep the conversation flowing naturally, and avoid dreaded awkward silences.Listen in to learn more about: Preparing like a proIdentifying your meeting's “Champion”Managing complex dynamics to encourage collaborationSetting the tone, addressing the elephant in the room, and lightening the moodLearn to take control of the crowd without losing your personal touch. Sometimes, it's all about preparation, communication, and sometimes even a bit of humor to navigate inevitable awkwardness.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

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 London. In this episode, Simon and Stacy discuss:His backstory: from taking a load of jobs he disliked to discovering a love for writing, which brought him to the investment industryWhy the world would need another fund, let alone a fund of fundsThe power of nicheWhy you must be disagreeable to excelWhat role qualitative plays in his research processHis flexibly dogmatic approach to assessing a fundProof that authenticity works in asset managementAdvice for boutiques on their journeyMore About Simon Evan-CookSimon also writes on investment (and beyond), including a monthly column for Citywire Magazine and his investment blog on Medium.com. Outside of work, he enjoys spending time with his family and dog, devouring movies and books, and superficially damaging European golf courses. Resources mentioned in this episode:Book: Any Human Heart by William BoydBook: Range: Why Generalists Triumph in a Specialized World by David EpsteinArticle: Investors: The one thing separating excellent from competentArticle: Should you invest with Han Solo or C-3PO?Article: Should you invest with Indiana Jones?Article: Should you invest with Butch Cassidy & The Sundance Kid - - -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

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 strategies and market segments.Stacy breaks down why one size doesn't fit all, and how you can tailor your narrative for maximum impact.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

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 Snacks might change your mind.Stacey is cracking open the secrets to leaving a voicemail that grabs attention and actually gets you a call back.You'll learn: The job and goal of a voicemail–how should VM work for you?How to warm up your call, including pre-work to help you closeHow to be smart, be cool, and better yet…be bothTips to avoid big mistakes, like info spilling or centering yourselfVoicemail might not be the latest tech, but it's far from dead. When done right, this game-changing tactic will help you show up and be heard. 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

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 of the pond.   In this episode, Dan and Stacy discuss:His backstory: From growing up in a family of mathematicians, to investment consulting, to writing and podcastingThe communication gap between fund managers and allocators — and his advice to bridge that gapHow founders and fund managers can get more comfortable sharing authenticallyHis shift in perspective on storytelling — and what type of stories we need more of How allocators influence the future for boutiques Resources mentioned in this episode:Book: Open: An Autobiography by Andre Agassi - - -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

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 to make sure your story resonates. Plus, let's debunk myths around niching down–hint: it doesn't mean saying no to great opportunities. Tune in to hear Stacy talk about: Why it's essential to connect your backstory to your future goals–no more “here I am” endingsPositioning yourself as the guide your audience needs, and connecting your journey to their goalsBusting myths about niching–why it doesn't limit you but sharpens your messageThis 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

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: The right time to send your meeting notes or deck for optimum preparednessPreparing on a timeline that sets you up for successStarting with the allocator's story to get them talkingSteering discussion to address key concernsTune in to flip the script on traditional meetings to lead with stories and listen thoroughly. Take your meetings to the next level with this episode. 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

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 Backstory – how a volatile market led him to put his boutique-building dream on hold His inspiring comeback story The secrets behind Sean's unique marketing playbook for differentiation.The philosophy that drives Sean's investing approach: 'numbers not narrative.'The sweet spot where numbers and narratives intersect, especially for startups. …And so much more. Grab your notebook and get ready for a masterclass on differentiation, branding, and building a boutique.  About Sean Peche: Sean holds a Bachelor of Business Science (Honours) and a Post Graduate Diploma in Accounting from the University of Cape Town and is a CFA® charterholder. Sean has more than 25 years of investment experience in global financial markets.  After qualifying as a Chartered Accountant in 1996, Sean spent two years at Old Mutual Asset Management (South Africa) as an equity analyst. In 1999, he joined Decillion Capital as one of its founding members and co-managed the successful BigRock Fund, a South African based hedge fund. In 2001, he relocated to London with Decillion Fund Management and co-managed a US/European hedge Fund. In 2003, he joined London based Orbis Investment Advisory as an equity analyst, before leaving in 2008 to establish Ranmore Fund Management Ltd.Resources mentioned in this episode: Books: The JSE Handbook, The Zulu Principle by Jim Slater, The Magic of Thinking Big by David J. Schwartz, Blue Mind by Wallace J. Nichols  Songs:  Kelly Clarkson - Stronger (What Doesn't Kill You), Kelly Clarkson - The Sun Will Rise  - - -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

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 detail in your backstory? How far should your backstory actually go back?Exactly how vulnerable you need to get in order to truly connect with your prospects The simple framework that every compelling backstory follows 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

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 covers: How to find potential contacts Her “give, give, give, ask framework” for building relationships on LinkedIn and other platformsWhy timing is everything when it comes to nurturing prospects A rule of thumb that'll help you find your follow-up sweet spot – so you don't seem like a pushy spam bot This is part 3 of 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

In Part 4 of 'The Scientist and The Storyteller' series, 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 help A sniff test that'll help you determine if your story is snooze-worthyA roadmap for spicing up your narrative, even when your brain screams 'No!'  …and so much more.  About Dr. Daniel Crosby: 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.  He is also a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.  - - -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

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 detail in your backstory? How far should your backstory actually go back?Exactly how vulnerable you need to get in order to truly connect with your prospects The simple framework that every compelling backstory follows This is part 2 of 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

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 break down:Misconceptions about risk in Frontier Market investing and their approach to risk managementWhy active management and a non-indexed approach is essential to successful FM investingHow most Global Emerging Markets managers are ill-equipped to invest in the EM and Frontier countries they invest inTheir process for crafting equity strategies that give their clients exposure to top-tier companies in overlooked markets poised for robust structural growth This is part 2 of our Meet the Boutique Series, where we'll take you behind the scenes to see how top asset managers innovate and thrive.  Enjoy this episode? Hit subscribe! There are more exclusive webinars to come.  About Consilium Investment Management  Consilium Investment Management was founded in 2004 by Jonathan Binder, CIO, and Charles Cassel, CEO. With over 20 years in financial markets and asset management, they saw an opportunity to build an investment management business that would deliver above-average returns for its clients in the Frontier and Emerging Markets. They offer private funds and separately managed accounts exposed to Frontier and Emerging Markets that exploit specific opportunities overlooked by other managers. More information is available by visiting: consimllc.com - - -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

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 modern marketing blueprint that's been consistently delivering real results for fund managers. In this episode, she breaks down:What social capital isHow you can build and nurture different types of social capital within your networkWhat a personal brand isHow your personal brand differs from your business brand Content ideas that have proven effective in helping founders and fund managers grow their personal brand - - -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

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 Private credit's prevalence in the industry Altmore's approach to countering the volatility that comes with the cannabis capital territory How investing in this niche market can enhance an already diversified portfolioTheir backstory – From leaving their high-profile jobs in private equity and law to co-founding Altmore This is part 1 of our Meet the Boutique Series, where we'll take you behind the scenes to see how top asset managers innovate and thrive. Enjoy this episode? Hit subscribe! There are more exclusive webinars to come. About Steve Ham:Steve Ham is Co-Founder and Managing Partner at Altmore Capital. He is an accomplished private equity investor and senior executive with over 20 years of experience in private equity, technology, and venture capital. Prior to Altmore Capital, he was with The Carlyle Group, RedZone Capital, Sterling Partners, Thomas Weisel, and Citigroup.About Patrick Kim: Patrick Kim is Co-Founder and Managing Partner at Altmore Capital. He was a partner with the Williams & Connolly law firm in Washington D.C., which he left in 2018 to start Altmore Capital. At Williams & Connolly, Patrick represented a variety of major financial institutions and investment funds, including several top-tier PE firms, in a range of commercial litigation matters and government investigations. - - -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

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 to becoming a powerhouse female in finance • How competitive company culture can sabotage the due diligence process• Her approach to encouraging collaboration and keeping core values at the heart of Polen's operation • How collaboration can be a boutique's secret sauce for standing out amongst the bigs…and so much more. About Rayna Lesser Hannaway:Rayna heads the Small Company Growth Team, is the lead Portfolio Manager of Polen Capital's U.S. Small Company Growth and U.S. SMID Company Growth strategies, and is co-portfolio Manager of Polen Capital's Global SMID Company Growth strategy. Prior to joining Polen Capital in 2017, Rayna spent nine years in portfolio management and two years as a Research Analyst at Fidelity Investments in Boston, evaluating small and mid-cap companies. She also spent nine years working in small-cap research for Jennison Associates and Lord Abbett & Company. Rayna received a B.A. in Economics from Barnard College, a division of Columbia University, where she graduated summa cum laude in 1996. Rayna is a CFA® charterholder and holds a CFA Institute Certificate in ESG Investing. In 2021, Rayna launched Polen's WISE employee resource group to support and promote an inclusive and supportive culture for women and their allies across the asset management industry. Rayna is currently a member of the Board of Directors at Big Brothers Big Sisters of Massachusetts Bay and the Board Chair at RAW Artworks.Rayna holds a bachelor's degree in economics (summa cum laude) from Barnard College, Columbia University. In her free time, Rayna enjoys skiing, hiking, yoga, volunteering in her community, traveling, and spending time with her family. Resources Mentioned in This Episode: Song: U2 - Beautiful Day Books: Start with Why by Simon Sinek, How to Know a Person by David Brooks, Living with a SEAL by Jesse Itzler - - -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

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 unique challenges boutiques face when raising capital How to tap into the human psyche to raise more funds and land more meetingsA behavioral finance deep dive: why certain sales tactics hit different for small shopsHow your fear of hearing ‘no' could be sabotaging your firm's growth   About Brendan Frazier: Brendan Frazier is the Chief Behavioral Officer at RFG and the host of The Human Side of Money podcast, where he helps advisors and their clients master the emotional and psychological side of money. After starting his career as a consultant to financial advisors around the country, he started his own advisory business and was twice named one of Investopedia's Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform for financial advisors to develop the behavioral, psychological, and emotional skill set required to serve clients at the highest level. When he's not diving into the latest behavior and psychology research, he is spending time with his wife, Shannon, and two sons, Brooks and Shepherd. And, he welcomes all unsolicited advice on how to successfully raise two boys.Resources Mentioned in This Episode: Songs: Tyler Hubbard - Dancin' In The Country (Official Music Video)Books: You're Not Listening: What You're Missing and Why It Matters by Kate Murphy,  Essentialism: The Disciplined Pursuit of Less by Greg McKeown  - - -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

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 fanatic and aspiring engineer to earning a dual degree in finance and economics and becoming an $83B Investment StrategistRed flags that drive allocators away (even if you have an impressive track) Why he analyzes boutiques very differently than he does big firms – and the importance of conveying your value as a partner, NOT the perfect investor  About Doug Huber:  Doug leads the firm's Investment Strategy Group, which consists of three teams focused on external manager research (across both traditional and alternative investment strategies), fundamental equity research, and fixed-income research. He joined Wealth Enhancement Group in 2021 through the North American Management merger, where he was the Director of Manager Research. Before joining North American Management, he was a Senior Research Analyst at Federal Street Advisors, where he led the alternative investment program. Doug is an avid golfer and lives in Lincoln, MA with his wife and two children.Resources Mentioned in This Episode: Songs: AC/DC - Thunderstruck, Billy Squier - Lonely Is The Night Book: I Love Capitalism! by Ken Langone  - - -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

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–Dani gives small shop owners a platform to bring the specialized brilliance of small shops to the center stage.  In this episode, Stacy and Dani discuss: Dani's Backstory –  from earning a psychology degree to discovering her passion for finance at SchrodersRedefining the word ‘boutique' – why Dani believes it's not a dirty word but a superpowerWhy ‘putting your cards on the table' and sharing the story behind the performance builds trust from a human psych perspective About Dani Hristova:Dani Hristova is CEO of the Independent Investment Management Initiative (IIMI), the member-led industry think tank representing investment boutiques. In 2023, she was also appointed Non-Executive Director at Spring Capital Partners. Dani began her career in financial services at Legal & General Investment Management in 2015 within the defined benefit pension scheme client team; she later joined Schroders Investment Management, with responsibility for some of the firm's largest pension scheme clients. Dani also worked for Nordea Asset Management, leading its UK insurance efforts until May 2023.Resources Mentioned in This Episode: Song: Red Hot Chili Peppers - Can't StopBook: Save Your Acorns by Robert Gardner - - -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

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 from pianist and D1 track star to successful fund managerThe differentiation playbook that boosted Intrepid Income Fund (ICMUX) from $50M to $550M AUMHow he spotted inefficiencies in the small-cap fixed-income world, giving Intrepid a competitive edgeThe simple habits that helped him gain traction in the fund worldHis top tips for new fund managers  About Hunter Hayes:  Hunter Hayes is the Chief Investment Officer at Intrepid Capital, which he joined in 2017 after working in credit at Eaton Vance (now Morgan Stanley) and consulting at Deloitte.  Hunter wears lots of hats at Intrepid, which has AUM of ~$900 million, but is primarily a portfolio manager of the Intrepid Income Fund (ICMUX) and the separately managed Intrepid Income portfolio, which has collectively grown from ~$50 million of AUM in 2019 to ~$550 million of AUM today. Hunter focuses mainly on liquid, small-cap credit investments and was previously a research analyst covering small-cap securities. He received his Bachelor of Science in Business Administration degree in Finance and his Bachelor of Music degree in Performance Piano from Auburn University, where he also competed as a scholarship track and field athlete. Outside of work, he is an avid runner and musician.Resources Mentioned in This Episode: Books: Once a Runner by John L. Parker Jr. , How My Heart Sings by Bill Evans Songs: Nas - N.Y. State of Mind - - -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