Billion Dollar Backstory Podcast

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