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Billion Dollar Backstory

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

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

PublishesWeeklyEpisodes162Founded4 years ago
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Artwork for Billion Dollar Backstory

Latest Episodes

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 fro... more

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 bri... more

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.

Be... more

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 ... more

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Recent Guests

Lindsey Stewart
Morningstar's Director of Institutional Insights
Morningstar
Episode: 158: No Fancy Degree, No Problem: Lindsey Stewart on McDonald’s, Morningstar, and Making Finance Make Sense
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.

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
    Netherlandsa year 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 Statesa year 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.

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Talking Points

Recent interactions between the hosts and their guests.

158: No Fancy Degree, No Problem: Lindsey Stewart on McDonald’s, Morningstar, and Making Finance Make Sense
Q: What motivated you to include your McDonald's experience on LinkedIn, and how does that connect to your career in finance?
He explains it was intentional to show a non-traditional path, the importance of practical learning over formal credentials, and to inspire others from non-elite backgrounds to pursue financial careers.
158: No Fancy Degree, No Problem: Lindsey Stewart on McDonald’s, Morningstar, and Making Finance Make Sense
Q: Tell us what you do today and how your role fits into Morningstar's focus at this conference.
Lindsey explains his role as Director of Institutional Insights, highlighting offerings to institutional investors beyond the advisor/retail audience and emphasizing independent analysis and narrative-building around data.
155: The Story Allocators Need Before They Say Yes | Story Snacks Series
Q: You talk about a lot of different types of stories, but what is the story that you tell allocators that you know works every time, and why does it work?
The proven story centers on a well-crafted backstory that isn't just a resume, but a narrative that explains who you are, why you do what you do, and what differentiates you in a way that resonates with a specific group of allocators, helping them see clear alignment and outcome.
154: Want More Allocator Meetings? Start Here. | Story Snacks Series
Q: So after working for years inside the industry, what did you see about the way the asset managers were going to market and why was it broken?
There was no memo guiding people into capital raising; a belief that more meetings equal success ignored how to craft meaningful connections and a clear target profile for the right dollars.
154: Want More Allocator Meetings? Start Here. | Story Snacks Series
Q: Managers want meetings, but meetings aren't that easy to get. How do you actually get them?
By quantifying expectations, identifying the right allocator, and applying a structured framework that emphasizes value and relationship-building before asking for a meeting.

Audience Metrics

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

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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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How many episodes of Billion Dollar Backstory are there?

Billion Dollar Backstory launched 4 years ago and published 162 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Billion Dollar Backstory?

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What guests have appeared on Billion Dollar Backstory?

Recent guests on Billion Dollar Backstory include:

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

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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