Billion Dollar Backstory Podcast

It's the kind of whiteboard that inspires epic love poems Well, nerdy epic love poems (Hi 👋 Nerd right here) Some of you had your eyes on Dr. Martin Tarlie's whiteboard in video clips from his episode of Billion Dollar Backstory. Stacy Havener got to meet the board in person recently and celebrated the occasion by leaving her John Hancock behind. 💃 ➜ BTW if you haven't listened to Martin's episode (75) yet, you're missing out. Add it to your podcast queue this weekend!

Not looking at the size of your prospect’s investment committee? You might as well be chucking your sales emails (and your time) into a black hole. Before you write your next email, go look at your prospect's investment committee: ➜ If it’s massive, this investor probably isn’t the best fit for your brand-new fund ➜ If it’s small, that means there’s less red tape, and it could make more sense to reach out Stacy Havener is here to help you find the right investors ↳ the early adopters who see your potential and are willing to invest in your new fund that doesn’t have tons of AUM (yet) Grab your coffee; Stacy’s got the (story) snacks—aka your process for finding investors and bringing your first $100 million through the door. 🎧 Listen wherever you get your podcasts! ......... 🎙 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗿𝘆: 𝘚𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘪𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘰𝘱𝘭𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘵𝘩𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 This season is sponsored by: + Ultimus Fund Solutions + The Boutique Investment Collective by Havener Capital Partners

What we've got here is failure to communicate ⤵ ❌ Managers think an epic Sharpe ratio is the cornerstone of a winning portfolio ✔ Investors are thinking, “I can’t pay my mortgage with a Sharpe ratio.” Managers and allocators sometimes speak two different languages. Dr. Martin Tarlie created the award-winning investing platform Nebo Wealth to bridge this massive communication gap. Run don’t walk to listen to episode 75 of Billion Dollar Backstory, where he and Stacy Havener discuss: ➜ His backstory: from physicist/golf-performance product developer to SaaS founder ➜ How the physics mindset that followed him into the investment world turned into a novel investing approach ➜ How Nebo Wealth is helping asset managers rethink risk so they can build better portfolios 🎧 Tune in wherever you get your podcasts! .......... 🎙 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗿𝘆: 𝘚𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘪𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘰𝘱𝘭𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘵𝘩𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 This season is sponsored by: + Ultimus Fund Solutions + The Boutique Investment Collective by Havener Capital Partners

Building a firm that’s making you miserable? Alfonso Peccatiello's story will give you the guts to make a change... ...even if that change involves turning down big $$$ A difficult recovery from a car crash taught him that life is too short to: ✘ Chase status quo success (instead of what actually lights you up) ✘ Work with investors who think your capability is defined by your fancy suit (or lack thereof) Tune in to Episode 74 of Billion Dollar Backstory for a candid convo between Stacy Havener and "Macro Alf" about how defining success on your own terms could actually fuel your boutique firm’s fire (aka AUM). 🎧 Listen wherever you get your podcasts! ......... 🎙 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗿𝘆: 𝘚𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘪𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘰𝘱𝘭𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘵𝘩𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 This season is sponsored by: + Ultimus Fund Solutions + The Boutique Investment Collective by Havener Capital Partners

Securing an investment is kind of like dating. It’s a process you can’t rush. If you skip important steps and propose (AKA ask for a meeting) on the first date, you’ll scare investors off before they have the chance to get to know you. Grab a Story Snack with Stacy Havener, and she’ll fill you in on how to build relationships so your next “ask” feels less like a proposal on a first date…. …and more like a welcome invitation 🤝 🎧 Listen to this new episode wherever you get your podcasts! .......... 𝗛𝘂𝗻𝗴𝗿𝘆 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗮 𝘀𝗻𝗮𝗰𝗸? Stacy and her team have been covering this topic—moving deals through the funnel—all month in Havener Capital Partners' membership community, 𝗧𝗵𝗲 𝗕𝗼𝘂𝘁𝗶𝗾𝘂𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗼𝗹𝗹𝗲𝗰𝘁𝗶𝘃𝗲. + Members had a coaching call with Stacy + A workshop with the HCP sales team + And they have a masterclass next week to learn how to use analytics to move deals. ➜ They also got a Boutique Builder with a proprietary competitive analysis email template that they can use to move their own deals. The group tackles a new topic together every month—plus members always have access to the full course library from all past months. Want to learn more? 🖥️ Visit havenercapital [dot] com [slash] collective ✉️ Email Ralph Rudolph ralph@havenercapital.com

You might not have a crystal ball to prove to investors that a 100X ROI is in their future, but you have this… ➜ A story that highlights your passion, company culture, and growth potential. Strategy? It can be tweaked. People? That's a little different. And a spreadsheet with flashy performance metrics can only tell investors so much about what working with your firm will look like. Investors know that qualitative factors can predict just as much, if not more, than quantitative ones—but most advisors forget this. Not convinced that your story could help you raise more capital? Listen to episode 72 of Billion Dollar Backstory with Savvy Wealth Co-Founder and CEO Ritik Malhotra as he shares his fundraising playbook with Stacy Havener. ⤷ He’s a Y Combinator and Thiel Fellowship alum building a tech-enabled wealth management firm that’s secured over $33 million in total funding. 🎧 Listen to this episode wherever you get your podcasts! .......... 🎙 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗿𝘆: 𝘚𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘪𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘰𝘱𝘭𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘵𝘩𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 This season is sponsored by: + Ultimus Fund Solutions + The Boutique Investment Collective by Havener Capital Partners

The inspo behind Opto Investments' name? Welp, it 𝗱𝗶𝗱𝗻'𝘁 come from co-founder Jake Miller's time at the world’s largest investment firm, Bridgewater. It came from the classics. 📚 His love for history and Latin led him to combine two Latin words... ➜ 'aptare’ (to adapt, fit, or apply) ➜ ‘opta’ (to choose, wish for, or desire) ...to create a perfect-fit company representing: • Opto’s mission to help advisors select the right private markets investments for their clients • And their mission to empower every investor to understand the bigger missions and visions behind the portfolios 📌 Have you ever gotten inspiration for your business somewhere beyond Bloomberg? 🎧 Hear more from Jake as he shares his story with Stacy Havener in episode 71 of Billion Dollar Backstory—available wherever you get your podcasts!   .......... 🎙 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗿𝘆: 𝘚𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘪𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘰𝘱𝘭𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘵𝘩𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 This season is sponsored by: + Ultimus Fund Solutions + The Boutique Investment Collective by Havener Capital Partners

What if your lack of traditional sales skills could be your secret weapon?   Investing is your thing. Sales? Not so much.   But guess what?   Nobody (not even the most skilled salesperson) can tug on the heartstrings of potential investors like you, the founder, can.   ❌ Formal sales tactics are out. ✅ Authenticity is in.   There’s power in sharing your vision—even if you’re shaking in your boots while you do it.   Take it from Arch co-founder Ryan Eisenman, who embraced founder-led sales and scaled his tech platform to $100B.   Hear the full story on episode 70 of Billion Dollar Backstory with Stacy Havener.   🎧 Available wherever you get your podcasts! .......... 🎙 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗿𝘆: 𝘚𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘪𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘰𝘱𝘭𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘵𝘩𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 This season is sponsored by: + Ultimus Fund Solutions + The Boutique Investment Collective by Havener Capital Partners  

Do you have the courage to leap? Or are you going to be defined by fear? These are the questions Shannon Spotswood asked herself many times along her journey.   From leaving her dream job as a high-powered hedge fund manager to leading the reinvention of a $1.2B established company, she never let fear call the shots. Her journey is a story of disruption—the kind we all need, yet very few of us are brave enough to face.   If you’ve been playing it safe and resisting a big pivot that you know is long overdue, this Rewind episode of Billion Dollar Backstory hosted by Stacy Havener will light a fire inside of you.   🎧 Tune in wherever you get your podcasts. .......... 🎙 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗿𝘆: 𝘚𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘪𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘰𝘱𝘭𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘵𝘩𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 This season is sponsored by: + Ultimus Fund Solutions + The Boutique Investment Collective by Havener Capital Partners

Me me me 😒 Think about your marketing and sales materials… LinkedIn posts, emails, presentations ➜ How are you talking to people? Chances are, you’re way too focused on yourself. Listen to Samantha Russell, Chief Evangelist at FMG, and flip your messaging. Focus on your target market. Talk to your true fans. Switch from “me me me” to “you you you.” Learn more from Samantha as she shares some of her best tips and advice with Stacy Havener in the newest episode of Billion Dollar Backstory Rewind. 🎧 Tune in wherever you get your podcasts! .......... 🎙 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗕𝗮𝗰𝗸𝘀𝘁𝗼𝗿𝘆: 𝘚𝘩𝘢𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘵𝘰𝘳𝘪𝘦𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘰𝘱𝘭𝘦 𝘣𝘦𝘩𝘪𝘯𝘥 𝘵𝘩𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰𝘴 This season is sponsored by: + Ultimus Fund Solutions + The Boutique Investment Collective by Havener Capital Partners