Billion Dollar Backstory

Billion Dollar Backstory

Por: Stacy Havener
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
120 episodios disponibles

Latest episodes of the podcast Billion Dollar Backstory

119:Toussaint Bailey, Exited Founder of a $2B RIA + Managing Partner of Uplifting Capital, on Differentiation, Values-Aligned Investing, and What Comes After a Big Exit 15/10/2025
118: Joe Greco, Founder of Palio, From the NYSE Trading Floor and CNBC to Performance Coaching in the C-Suite on How We Can Optimize for Peak Performance 08/10/2025
117: Do This Before You Post Another Chart on LinkedIn | Story Snacks Series 01/10/2025
116: Best-Selling Ghostwriter Holly Crawshaw Joyner on Building Authority with Books + LinkedIn 24/09/2025
115: Karl Heckenberg, Founder of $1B platform Constellation Wealth Capital, on Billion Dollar Partnerships, Founder-Led Firms, and Why People Matter More Than Performance 17/09/2025
114: John Bowman, CEO of CAIA, on Founder-Led Sales, Listening Tours, and Why Empathy Wins in Finance 10/09/2025
113: Why Mixing Up Job Stories and Brand Stories Hurts Your Pitch | Story Snacks Series 03/09/2025
112: Rewind: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters 27/08/2025
111: Rewind: $1.2B Manager of Managers Turned Fintech Founder Lucky Walker of AM Insights on the Power of Data in Distribution 20/08/2025
110: Rewind: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello 13/08/2025
109: Rewind: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship 06/08/2025
108: When Business Is Personal | What Happens When Siblings Join the Family Firm | Meet Spencer Ogden and Liz Curtin of Dock Street 30/07/2025
107: Bob Lind, Co-Founder of Lind Capital Partners, Specialist in Off the Run Credit Investments on Building an Investment Boutique Around Non-Rated Municipal Bonds 23/07/2025
106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series 16/07/2025
105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family 09/07/2025
104: Simon Evan-Cook, Downing Fox – The Role of Luck and Skill in Successful Fund Management and Business Building 02/07/2025
103: From Ranch Life to Running a $3B Firm — Meet Eric Flynn, CFA of Compound Planning 25/06/2025
102. How a Female, First-Gen American Founder Turned European Credit on Its Head | Meet Agata Dornan and Her $230M Boutique, Chepstow Lane 18/06/2025
101: Meet Rob Morier: From Wall Street Exec to Podcasting Entrepreneur to Venture Capital Professor 11/06/2025
100th Episode Featuring Dr. Daniel Crosby | The Scientist and The Storyteller Reunite on The Soul of Wealth, Why Every Company is a Media Company, and How to Find Meaning in the Attention Economy 04/06/2025
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