Studies show that qualitative matters just as much to investors as quantitative, and the best brands are riveting storytellers.
So, where are the stories in the investment industry? The stories of the people behind the portfolios?
We created a home for them!
This podcast explores why storytelling works, gives founders and portfolio managers a chance to share what’s behind their success, and shines a spotlight on up-and-coming boutiques.
Follow along for the stories, the inspiration, and the advice on Apple Podcasts, Spotify, or wherever you listen to podcasts.
Featured guests include:
- Experts in behavioral finance and storytelling
- Founder / Portfolio Managers of $1B+ investment boutiques
- Founder / C-Level of $1B+ RIAs and family offices
- Up-and-coming investment boutiques
- Venture investors and seeders
- Emerging and diverse founders
About the host:
Stacy Havener is a blue-collar girl from a working-class town who leveraged her literature degree and love of words to revolutionize an industry dominated by men obsessed with numbers. At the age of 30, she founded Havener Capital to connect boutique asset managers with early adopter investors. She has raised $8B+ for new/ undiscovered funds that led to $30B+ in follow-on AUM. How? By telling stories.
Visit the website for episode notes, press kit, and more.
BROUGHT TO YOU BY GEMCAP & ULTIMUS FUND SOLUTIONS
Company Details
- Employees
- 1
- Founded
- -
- Address
- Newport, Ri 02840, Us
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Rye Brook.
- HQ
- Newport, RI
Billion Dollar Backstory Podcast Questions
Billion Dollar Backstory Podcast's website is https://www.billiondollarbackstory.com/
Billion Dollar Backstory Podcast's LinkedIn profile is https://www.linkedin.com/company/billion-dollar-backstory
Billion Dollar Backstory Podcast has
1 employees.
View email and phone details for 1
employees at Billion Dollar Backstory Podcast.
Billion Dollar Backstory Podcast's industry is
Investment Management
Billion Dollar Backstory Podcast's top competitors are
Havener Capital Partners,
Cypress Golf Management, Llc,
Tall Trees Capital Management Lp,
Eeagli,
Harbor Capital Advisors, Inc.,
Saguaro Capital Management,
Arrow Partners,
Aware,
Rfg Advisory,
Owen Richards.
Billion Dollar Backstory Podcast's categories are Investment Management
Billion Dollar Backstory Podcast's founding year is 2022
