Billion Dollar Backstory

Stacy Havener
  • 0.0 (0)
  • Investing
  • Every two weeks

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

  1. 1 day ago

    161: From Random to Rapport: What to Do After You Post on LinkedIn | Story Snacks Series

    Waiting for LinkedIn leads to fall from the sky, land in your DMs, and show up in your funnel? You might be waiting a while. Posting matters. But there's a missing piece between the post and the people who engage with it, and that's where you go from random strangers to actual rapport (and maybe even grabbing coffee IRL).  Stacy Havener has a weekly habit to help you fill the gap, and it's not a heavy lift. In this Story Snack, she's sharing: The habit she calls "clearing the deck," and why responding days late still countsWhat she DMs people who engage, without asking for a single thingHow she follows up when a commenter isn't in her network yetWhy a lot of the power of LinkedIn is in the shadows, with the people who never commentThe note she sends profile viewers, and the one question that gets them talkingIf your LinkedIn strategy is basically post and pray, this one's for you. You’ll walk away with quick tips that’ll help you stop waiting around for leads and start going after them (without feeling spammy or weird).  This is Story Snacks, a bite-sized series for fund managers who want to get better at strategic storytelling in under 20 minutes a week. ---Running a fund is hard enough.Ops shouldn’t be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

  2. 29 Jul

    160: The Art of Differentiation in the Investment Industry | Allocators Want Different Not Better | How to Identify Your Edge and Find Your Fascinating to Raise Capital

    Different > better. Especially in an industry that loves to rank, chart, compare, and benchmark errrthing.  Because when everyone is trying to prove they're better, everyone starts sounding pretty much the same. In this Encore episode, Stacy is bringing back one of her favorite conversations about what it actually takes to stand out. She’s covering:  Why leaning into what makes you different means going to the edges and getting radicalWhy 80% of executives think their company is differentiated, while only 10% of customers agreeHow to create a category of one What differentiation is, and what it absolutely is notWhy you must be brave enough to attract and repel  This is Billion Dollar Backstory: Encore, because some conversations are just too good not to bring back. ---Running a fund is hard enough.Ops shouldn’t be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

  3. 22 Jul

    159: How to Work With Compliance Without Killing Your Content | Story Snacks Series

    You want to post on LinkedIn. Compliance wants to hit the taboo buzzer. Cool. Now what? In this Story Snack, Stacy Havener shares how to stop treating compliance like the department of "no" and start bringing them into the growth conversation. Because yes, we live in a culture of compliance. And yes, we have business goals too. Listen in to hear: How to get compliance out of "department of no" modeThe question to ask so you know what topics are actually off-limitsHow to use safer language without sanding off your entire point of viewWhy LinkedIn is possible in a regulated industry, even if your team is nervous 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. ---Running a fund is hard enough.Ops shouldn’t be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

  4. 15 Jul

    158: No Fancy Degree, No Problem: Lindsey Stewart on McDonald’s, Morningstar, and Making Finance Make Sense

    Most people assume a successful career in finance starts with the "right" degree. Lindsey Stewart's started behind the counter at McDonald's. At 18, he made the decision to skip university, avoid student debt, and learn by doing. Years later, that path led him to Morningstar, where he now helps some of the world's largest institutional investors turn complex data into better decisions. In this episode, Lindsey and Stacy discuss:  Lindsey’s backstory – from an investor relations firm to a Big Four acquisition to MorningstarWhy he put McDonald's back on his LinkedIn profile after years of leaving it offWhat nearly broke him about the CFA exam, and what finally helped him passThe bias he sees across the finance industry (and why it may be holding talented people back)Why "sounding smart" and being understood are not the same thing More About Lindsey Stewart:Lindsey Stewart, CFA, is Director of Institutional Insights at Morningstar, where he leads content and outreach for institutional investors. His 25-year career spans investor engagement, financial regulation, and communications at firms including KPMG and the UK Financial Reporting Council.  He is a Chartered Management Accountant and holds the CFA designation, and was a Senior Leader Finalist at the 2021 Black British Business Awards. ---Running a fund is hard enough.Ops shouldn’t be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

  5. 8 Jul

    157: What Asset Managers Get Wrong About LinkedIn | Story Snacks Series

    Your company's LinkedIn page is not the main character. It matters. It has a job. But if your LinkedIn strategy is built around the logo doing all the talking, Stacy Havener has thoughts. In this Story Snack, Stacy breaks down the biggest LinkedIn mistake she sees asset managers make: treating the platform like something it was never built to be. And there's a stat behind it that might make you rethink who's actually posting on your firm's behalf. So yes, "our employees share the company posts" technically creates activity. Whether it creates trust is a different question. Listen in to hear: What LinkedIn actually is, and why most firms are using it backwardsThe stat that should make you rethink who gets the microphoneWhy employee advocacy falls flat when it turns into copy-paste contentWhat LinkedIn is cracking down on right now, and why it mattersHow to show up more human without abandoning professionalism 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. ---Running a fund is hard enough.Ops shouldn’t be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

  6. 1 Jul

    156: Ditch the Pitch. Now What? | Story Snacks Series

    "Ditch the pitch" is easy to say. But it's hard to do when you're staring at a calendar invite and realizing you've been leading with the deck for years.  And you start thinking, “Okay, if I'm not presenting, what am I actually doing in there? Am I just… winging it?” Nope. In this Story Snack, Stacy’s breaking down what your meetings will actually look like once you put the deck aside and why ditching the pitch is probably a lot easier to pull off than you think.  Listen in to learn: How the typical pitch backfires in meetingsWhy the allocator should always be the hero of the meetingThe meeting structure that works from a behavioral science standpoint How that structure actually removes the pressure to perform  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. ---Running a fund is hard enough.Ops shouldn’t be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

  7. 24 Jun

    155: The Story Allocators Need Before They Say Yes | Story Snacks Series

    Every fund manager wants the story that gets allocators to lean in and say yes every single time they tell it.  So, this is often a hard pill to swallow…A story that actually works doesn't always get you a yes.  A powerful story either gets you a heck yes or a heck no, but never a maybe.  And even though hearing heck no is uncomfortable, getting closure in sales is everything (so you don’t waste your time on allocators who’ll never be the right fit).  That’s why in this Story Snack, Stacy’s sharing the one kind of story that gets allocators off the fence without fail.  She’s also breaking down how to own the sharp edges in that story that’ll help allocators finally decide: this is for me. Or it isn't. Listen in to learn: Why "maybe" is the outcome you should be trying to avoidHow to connect who you are, why you invest the way you do, and who your strategy is built forWhy your differentiators need to attract and repelA question that’ll help you find your sharp edges fast 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. ---Running a fund is hard enough.Ops shouldn’t be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

  8. 17 Jun

    154: Want More Allocator Meetings? Start Here. | Story Snacks Series

    The capital-raising memo says: pitch harder, send the long intro email, and voilà, meetings. Stacy Havener never got that memo. She came into this industry as an English lit major who wanted to be a college professor. Finance was a means to an end, not the whole plan. She had no idea there was a "right" way to do capital raising. So she just led with what she knew best, which was storytelling and creating human connection.  It wasn't until someone tapped her on the shoulder and said, "What are you doing? Because you keep raising money," that she realized what she was doing was different. Different, and working. She took her high school soccer coach's fund from $1M to $500M in two years. Then joined a firm at $17M and helped grow it to $5B in three. In this Story Snack, she's breaking down exactly how and why the answer is never more volume, more cold emails, or more at-bats. Listen in to learn:  Why "get more meetings" is the wrong goal if the meetings you’re getting aren't convertingHow to use small, genuine "gives" to build trust before you ever ask for a meetingWhy give, give, give, ask beats pitch, pitch, pitch every timeThis 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. ---Running a fund is hard enough.Ops shouldn’t be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

See All (162)

Trailer

About

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

Information

  • Creator
    Stacy Havener
  • Years Active
    2023 - 2026
  • Episodes
    162
  • Rating
    Clean
  • Copyright
    © 2026 Stacy Havener LLC | All rights reserved.
  • Show Website
    Billion Dollar Backstory

You Might Also Like