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Billion Dollar Backstory

Stacy Havener
Storytelling
Sales Strategies
Behavioral Finance
Investment Management
Human Behavior
Emerging Markets
Client Relationships
Investment Strategies
Communication Techniques
RFG Advisory
Meeting Techniques
Marketing
Job Stories
Brand Stories
Greenwashing
Marketing Strategies
Investment
Networking
Boutique Investment Firms
Work-Life Balance

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. Presen... more

PublishesWeeklyEpisodes145Founded3 years ago
Number of ListenersCategories
BusinessInvestingMarketing

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Artwork for Billion Dollar Backstory

Latest Episodes

Let's talk about conference season.

You showed up and collected a gazillion business cards. You smiled until your face hurt. And three days later you got home, looked at that stack of business cards, and thought… now what?

If that sounds familiar, ... more

Shannon is Managing Director and Chief Investment Officer for Wealth at Neuberger Berman, a firm with north of AUM, and she's spent years on the other side of the table, sitting through roughly 300 manager meetings a year. She knows exactly what earn... more

What do a Notre Dame finance degree, a brief detour into ninth-grade teaching, a Merrill Lynch internship, and 20 years at BlackRock have in common?

They’re all plot twists on the road to finding exactly where you belong.

In this episode, Stacy sit... more

What if the questions you ask say more about you than the answers you give?

Two weeks before graduating from college, Buffy Alegria walked into a bank job interview knowing basically nothing about banking. 

But she did walk in with four pages of qu... more

Key Facts

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Recent Guests

Buffy Alegria
Co-founder of Loud Ventures, healthcare-focused venture capital
Loud Ventures
Episode: 141: The VC Model Was Built for Tech. Healthcare Needs Something Else. Buffy Alegria of Loud Ventures on building what’s missing.
Sweta Singh
Co-Founder, City Different Investments
City Different Investments
Episode: 140: From the other side of the bond desk to $270M AUM. Meet Sweta Singh, Co-Founder of City Different Investments.
Natalie Wolfsen
CEO of Orion, wealth tech platform
Orion
Episode: 139: She dealt blackjack to pay for college. Now she runs a $5 trillion company. Meet Orion CEO, Natalie Wolfsen.
William Haas
Investment strategist and advisor
Havener Capital Partners
Episode: 130: How to Create a Business Plan That Actually Moves the Needle in 2026
Cole Wilcox
Founder of Longboard Asset Management
Longboard Asset Management
Episode: 129: From a $5M Cold Call to a $1B Comeback: Cole Wilcox of Longboard Asset Management on the Fundraising Grind and Founder Resilience
Mike Denklau
Founder of Dorset Agriculture and former member of Harvard University's endowment management team
Dorset Agriculture
Episode: 128: From Harvard Endowment’s $4B Agriculture Team to Founding an Investment Boutique, Meet Mike Denklau of Dorset Agriculture
Seb Stewart
Partner and Head of US Institutional Business Development for Pacific Asset Management, IMI Chair
Pacific Asset Management
Episode: 125: Seb Stewart, Partner at $20B Pacific Asset Management & IMI Chair on Why Allocators Really Say Yes and How Boutiques Win
Devon Drew
Founder of AssetLink and former sales executive at large asset management firms
AssetLink
Episode: 123: Devon Drew, From Sales Exec at a Trillion Dollar Asset Manager to Founder of Tech-Enabled Sales Platform AssetLink on Why Fund Distribution Needs Disruption
Chat Reynders
Co-Founder of Reynders McVeigh, a $4B RIA.
Reynders McVeigh
Episode: 121: Chat Reynders, Co-Founder of a $4B RIA Reynders McVeigh on True Impact Investing, Differentiation, and Owning Your Story

Host

Stacy Havener
Host with a focus on storytelling, sales strategy, and personal narratives from finance and investment leaders.

Reviews

4.8 out of 5 stars from 37 ratings
  • Storyteller Gold for Entrepreneurs

    The podcast is a must-listen for anyone looking to grow their business through the power of story. The episode with Mike Michalowicz was especially impactful - it showed how the right narrative can transform how entrepreneurs connect with customers. Every episode offers clear, actionable insights on crafting stories that stand out and scale. Highly recommend!

    Apple Podcasts
    5
    Elizabeth_Toth
    Netherlands7 months ago
  • Love the Stories

    Stacy does a fantastic job of interviewing some really interesting guests. Jim Collins’ Good to Great … but for asset managers.

    Apple Podcasts
    5
    t2hicks
    United States7 months ago
  • A Gem in the World of Finance Podcasts

    Billionaire Backstory is a gem in the world of finance podcasts. It offers a unique and captivating look into the lives and strategies of boutique asset managers. Each episode is a deep dive into the personal and professional journeys of founders and managers, revealing the secrets behind their success and the challenges they've overcome.

    Stacy’s insightful questions and the guests' candid responses make for engaging and informative listening. Whether you're an investment professional or simpl... more

    Apple Podcasts
    5
    winners360
    United States2 years ago
  • Stacy gets to the heart of guest’s stories FAST

    Not only is Stacy great at storytelling, she’s great at story mining. She digs deep and gets to the heart of guest’s stories so quickly. I love how you don’t have to wait forever for her to scratch beneath the surface. She gets right to it and almost always reads my mind and asks the questions I’m thinking.

    Apple Podcasts
    5
    EmileeKF
    United States2 years ago
  • Soulful Storytelling

    Stacy has a gift for both storytelling and marketing. She uses these two superpowers to beautifully inspire greatness in others. Her work first caught my eye on LinkedIn where she shares value-add content daily. She speaks from the heart about vulnerabilities which makes it easy to relate & connect. She inspires her audience to embrace what makes us unique and to use our differences as our strengths. Her interview style on her podcast is fun, witty and laid back. I simply enjoying learning thing... more

    Apple Podcasts
    5
    Deedszoe
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Stacy's interview style is fast, focused, and deeply insightful.
Guests often highlight authentic, human-centered finance stories that scale.
Listeners value the practical storytelling frameworks she surfaces.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#90
Belgium/Business/Investing
Apple Podcasts
#222
Belgium/Business

Talking Points

Recent interactions between the hosts and their guests.

139: She dealt blackjack to pay for college. Now she runs a $5 trillion company. Meet Orion CEO, Natalie Wolfsen.
Q: How did marketing influence your product development and leadership at Schwab?
Marketing fundamentals—communication, customer insight, and channel strategy—shaped product development and strategy, helping her rise from marketing to product leadership and then to CEO roles.
139: She dealt blackjack to pay for college. Now she runs a $5 trillion company. Meet Orion CEO, Natalie Wolfsen.
Q: What was the entrepreneurial stint like and what did you take back to corporate life?
Eight months of entrepreneurship taught her to manage risk, logistics, pricing, and HR, and to bring an entrepreneur's mindset into corporate roles, fueling future leadership and product development.
139: She dealt blackjack to pay for college. Now she runs a $5 trillion company. Meet Orion CEO, Natalie Wolfsen.
Q: How did you end up in finance after starting in gaming and marketing?
Natalie outlines a non-linear path: from dealing cards to a casino internship in marketing, then moving to American Express, Schwab, and eventually leading Orion, with each step teaching her about brands, products, and people.
141: The VC Model Was Built for Tech. Healthcare Needs Something Else. Buffy Alegria of Loud Ventures on building what’s missing.
Q: How does Loud Ventures differ from traditional VC in its approach to due diligence and portfolio support?
Loud emphasizes qualitative diligence, founder-centric evaluation, active involvement beyond capital, and embedding operating leadership to navigate regulatory and reimbursement hurdles, which helps drive better outcomes for patients and portfolio companies.
141: The VC Model Was Built for Tech. Healthcare Needs Something Else. Buffy Alegria of Loud Ventures on building what’s missing.
Q: What sparked Buffy's transition from banking to healthcare-focused venture investing?
Buffy describes a personal journey from pursuing medicine to recognizing the barriers in healthcare delivery and fund ecosystems, which together with her co-founder Navin led to building Loud Ventures to back healthcare with a hands-on, therapeutically oriented approach.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Location
Interests
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Age Range
Household Income
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Frequently Asked Questions About Billion Dollar Backstory

What is Billion Dollar Backstory about and what kind of topics does it cover?

This show centers on the human side of money, spotlighting founders, fund managers, and investment leaders through narrative-driven conversations. Across episodes, listeners hear how personal origins, firm histories, and strategic decisions translate into measurable business outcomes. The host consistently pulls actionable storytelling and sales tactics from guests who run boutique asset managers, hedge funds, or fintech-enabled firms, making complex finance topics accessible and practically applicable for practitioners. A notable strength is the way interviews weave vulnerability and resilience into concrete lessons for fundraising, growth, and client relationships, often with a direct emphasis on authentic storytelling as a competitive ed... more

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Which podcasts are similar to Billion Dollar Backstory?

These podcasts share a similar audience with Billion Dollar Backstory:

1. Capital Allocators – Inside the Institutional Investment Industry
2. Behind the Balance Sheet
3. Masters in Business
4. The Memo by Howard Marks
5. The Morgan Housel Podcast

How many episodes of Billion Dollar Backstory are there?

Billion Dollar Backstory launched 3 years ago and published 145 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Billion Dollar Backstory?

Recent guests on Billion Dollar Backstory include:

1. Buffy Alegria
2. Sweta Singh
3. Natalie Wolfsen
4. William Haas
5. Cole Wilcox
6. Mike Denklau
7. Seb Stewart
8. Devon Drew

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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