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Billion Dollar Backstory

Stacy Havener
Investment Strategies
Storytelling
Investment Management
Sales Strategies
Entrepreneurship
Fund Management
Wealth Management
Behavioral Finance
Linkedin
Networking
Marketing Strategies
Ultimus Fund Solutions
Boutique Investment Firms
Client Relationships
Investment Boutique
Startups
Sales Techniques
Human Behavior
Sales Leadership
Emerging Markets

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

PublishesWeeklyEpisodes154Founded3 years ago
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InvestingBusinessMarketing

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Artwork for Billion Dollar Backstory

Latest Episodes

When an allocator says "We only work with established managers," it can feel like a door closing in your face. 

And the natural instinct is to pry it back open by explaining yourself, defending your track record, and making a case for your fund.

St... more

If you’ve ever thought, “Okay, I have to cover process… but I can literally see their eyes glazing over,” you’re not alone. 

Because when you walk through your process like everyone else, allocators don't hear "rigor." They hear "table stakes," and ... more

At 15, Harald Berlinicke got a front-row seat to Black Monday during a bank internship outside Berlin. It was total chaos, with people yelling "SELL!" and a 20% drop in a single day.

Most people would have run away from that pressure. But Harald ran... more

Six months into launching your fund and already feeling like you're making every mistake in the book?

You're in good company. That's exactly how the founder who wrote in is feeling. And honestly, year one can do that to a person.

The chaos is real.... more

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Recent Guests

Harald Berlinicke
Finance professional focused on fund selection and family offices, former head of Structured Credit at New Bond Street Asset Management
Former head of Structured Credit, New Bond Street Asset Management
Episode: 151: €8B Founder Turned Family Office CIO: Harald Berlinicke on Allocator Trust, LinkedIn, and Why “Give Give Give” Wins
Edward Lam
CIO, Edward Lam
Sloane Robinson
Episode: 149: “Emerging Markets” Is Misbranded. Sloane Robinson, CIO, Edward Lam on Scaling from £1M to £3.5B and Rethinking EM Risk.
Laurie Robathan
Founder of Fairfield
Fairfield
Episode: 147: He Found Finance Through One Thin Thread of Chance. Now He's Making Sure Others Don't Have to. Meet Laurie Robathan, Founder of Fairfield.
Rob Gardner
Co-founder of Rebalance Earth; former Merrill Lynch/Redington executive
Rebalance Earth | ex-Redington
Episode: 145 The £800B+ Advisor Who Thinks Nature Is the Asset Class We Missed: Meet Robert Gardner, Co-Founder of Rebalance Earth
Shannon Saccocia
Chief Investment Officer Wealth Division at Neuberger Berman
Neuberger Berman
Episode: 143: She's Sat Across From Hundreds of Managers. Here's What Actually Earns the Yes. Meet Shannon Saccocia, CIO of Neuberger Berman Wealth.
Ellen Bockius
Head of Business Development and Marketing at JLAM
JLAM
Episode: 142: From BlackRock to Boutique, Ellen Bockius of JLAM on Career Pivots, Boutique Building, and Overlooked Markets Big Funds Ignore
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.

Host

Stacy Havener
Host who introduces guests and drives the interview; leads storytelling and sales-focused conversations.

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
    Netherlands9 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 States9 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.

Guests consistently praise Stacy's ability to draw out meaningful stories quickly.
Listeners value practical storytelling and actionable takeaways for fundraising and marketing.
Sponsorships are viewed as helpful context for back-office and distribution support.
The show is seen as a thoughtful, credible source for finance storytelling and branding insights.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

153: “We Only Back Established Managers.” Cool. Now What? | Story Snacks Series
Q: What does it mean when an allocator says they only work with established managers?
Treat it as actionable intel, not a barrier. Seek to understand the milestones or thresholds they require and promise to report back when you reach them, while documenting this feedback for future re-engagement.
153: “We Only Back Established Managers.” Cool. Now What? | Story Snacks Series
Q: What should I ask when they say the track record is too short?
Ask what minimum time horizon or policy requirements govern their decisions, probe whether they ever break their own rules, and use this to determine whether you can align milestones and timelines with their investment policy.
153: “We Only Back Established Managers.” Cool. Now What? | Story Snacks Series
Q: Tell me more about that objection, 'you're too small'. What asset size would you feel more comfortable with?
Ask the allocator for specifics on their comfort level, explore if they would consider smaller initial allocations with a growth path, and use follow-up questions to map out a realistic entry point rather than accepting the objection at face value.
152: How to Talk Process Without Losing the Room | Story Snacks Series
Q: Every time I get to the investment process slide, I can feel the room checking out. Is there a better way to deliver this information without putting everyone to sleep?
Yes. Pattern interrupt the slide, highlight clear differentiators, and translate the slide content into talking points you use in the meeting rather than simply reading the slide. Focus on what makes your process unique and explain it in human, accessible terms rather than the math or the charts alone.
145 The £800B+ Advisor Who Thinks Nature Is the Asset Class We Missed: Meet Robert Gardner, Co-Founder of Rebalance Earth
Q: What advice would you give to founder fund managers starting out?
Love and care about the work, embrace deferred gratification, and maintain a long horizon; build a high-quality team, define clear roles, and ensure your messaging is simple and repeatable so investors and members understand the value.

Audience Metrics

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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?

A storytelling-focused show that blends finance, asset management, and founder narratives with practical sales and marketing tactics. Conversations center on authentic communication, positioning, and investor storytelling, often featuring fund managers, CIOs, and boutique asset managers who share career pivots, branding strategies, and how to translate complex strategies into clear narratives that resonate with allocators and clients. A standout is the integration of sponsor-backed operational insights and a strong emphasis on human-centered storytelling as a driver of credibility and growth across global markets.

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Which podcasts are similar to Billion Dollar Backstory?

These podcasts share a similar audience with Billion Dollar Backstory:

1. Behind the Balance Sheet
2. Capital Allocators – Inside the Institutional Investment Industry
3. Invest Like the Best with Patrick O'Shaughnessy
4. Odd Lots
5. Merryn Talks Money

How many episodes of Billion Dollar Backstory are there?

Billion Dollar Backstory launched 3 years ago and published 154 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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Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Billion Dollar Backstory?

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What guests have appeared on Billion Dollar Backstory?

Recent guests on Billion Dollar Backstory include:

1. Harald Berlinicke
2. Edward Lam
3. Laurie Robathan
4. Rob Gardner
5. Shannon Saccocia
6. Ellen Bockius
7. Buffy Alegria
8. Sweta Singh

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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