Havener Capital Partners

BIG NEWS FOR BOUTIQUES! Our C-suite just got a little sweeter (Yes, 90s school pic laser background is 100% necessary) ➜ John Tennaro, CIMA®, CSRIC™ 🐕 has officially joined the Havener Capital team as our Chief Investment Strategist! He’s been a leader in investment research and due diligence for 25 years at all sorts of financial firms—family offices, RIAs, private wealth, and institutional consulting. More than two decades as an allocator… …and now he’s bringing that experience and his big, beautiful brain to our team—and our clients. As our firm leans into more consulting and advisory work, he’s the guy helping make a lot of the magic happen. John is spearheading the program and stepping up as a strategic advisor/consultant. Bonus? He loves to cook (which is great because we love to eat.) Breakfast is his favorite meal, but his top feast to cook is Thanksgiving dinner. He also graduated from the same high school as Tom Cruise, but the Scientologists haven’t found him … yet. John is a 𝐯𝐞𝐫𝐲 good sport, and we’re so excited to welcome him to our team!

POV ↴ You just spent the day engaging in fascinating discussions with brilliant fund managers and investors. Now, you’ve got your cool lobster bib on 😎 and you’re breaking bread (er, lobster claws?) with Stacy Havener while she talks with her hands and gives you a pep talk. Coming to our third annual Summit by the Sea? This POV will be 100% real—and the countdown is ON. You’ll be pulling up to Castle Hill Inn 𝐟𝐨𝐮𝐫 𝐰𝐞𝐞𝐤𝐬 𝐟𝐫𝐨𝐦 𝐭𝐨𝐝𝐚𝐲. 🗓 That’s October 15th if you don’t have your calendar handy. We can’t wait to "sea" you! 🌊 And a special shout-out to our amazing sponsors, dakota and Blank Rome LLP, who have helped make the 2024 Summit by the Sea one to remember. (Show them some love, will ya?) 📌 Are you coming to the Summit? What are you looking forward to the most?

To share… …or not to share? How do you find that balance on LinkedIn? ⚖ Authenticity isn’t always easy in a performance-obsessed industry, but Samantha Russell has got you covered. She’s the Chief Evangelist at FMG and she shares so. many. amazing. tips. in this Rewind episode of the Billion Dollar Backstory Podcast. Learn more from Samantha as she talks to our founder, Stacy Havener, about: ➜ Her backstory, from bootstrapping with a nonexistent market budget to exit ➜ Tips for leveraging stories in your marketing to ramp up sales ➜ The key to mastering feel-good authenticity online, in sales convos, and beyond It’s time to put some fun back in your fund game 🙌 🎧 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

Ask many fund managers, and they’ll tell you: They’re proud of their sophisticated, complex strategies. But ask many investors, and they’ll tell you: They prefer a straightforward approach that simply provides access to potential market returns. Investing doesn’t have to be complicated. That’s why David D. Basten founded Yorktown Funds. And nearly four decades later, it’s clear that his approach is working. Join us on Oct. 10 @ 11 am ET to meet David and get a look inside how: ➜ The mismanagement of his mother’s inheritance inspired him to start a growth fund. ➜ Yorktown’s highly diversified approach generates returns—despite steering clear of popular trends and concentrated investment styles ➜ Their team lives Peter Lynch’s principle that you should know what you own and why you own it 📍 𝐑𝐞𝐬𝐞𝐫𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐞𝐚𝐭: https://lnkd.in/g7Kdp9rX

Our client was playing golf when his friend said something that made him cringe 😣 “I’ve seen your recent LinkedIn posts about your background.” He braced for some harsh feedback. (These posts were totally outside his comfort zone.) Lo and behold: His friend thought the posts were “brilliant” and said he learned so much about him. ↳ He also showed the posts to his daughter, who is in college for Marketing, and she agreed 💯 Our client isn't new to the financial industry. He's followed the old book of "rules" for a long time. We're teaching him that some rules are made to be broken 💥 (Especially the boring ones) 📌 What are you doing in your biz right now that's outside your comfort zone?

Never forget where you came from. (But never let that hold you back from where you want to go.) Gary Tenkman, CEO of Ultimus Fund Solutions, is living proof that you don’t have to be born into the “right” family with the “right” connections. From his humble beginnings as an introvert who hated public speaking To sitting in the forward-facing hot seat as CEO Gary was willing to get uncomfortable, fail, and learn (rinse, repeat) Stacy Havener talks to Gary in the latest “Rewind” episode of the Billion Dollar Backstory Podcast, and his story isn’t one you want to miss. It’s a true testament to grit and determination 💪 And proof that great leaders aren’t born. They’re made. 🎧 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

Do you think about your fund when you’re washing your car? How about when you’re making dinner? Or brushing your teeth? And not because you’re a workaholic or constantly anxious about your firm or the market. It’s because 𝘆𝗼𝘂’𝗿𝗲 𝗽𝗮𝘀𝘀𝗶𝗼𝗻𝗮𝘁𝗲 about what you do.   Fund management is your “thing” Your life’s work. If your passion is real, it will shine through in your meetings. And it makes a bigger difference than you may even realize. Listen to the newest episode of the Billion Dollar Backstory Podcast Rewind as our founder, Stacy Havener, talks to fund manager Simon Evan-Cook. He shares how he identifies the boutiques he wants to invest in, why he believes disagreeable fund managers make better investors (and so much more). .......... 🎙 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

Does saturation in the market really = doomsday for fund managers? Nope. Not even close. In fact... You can turn 🍋🍋 into lemonade & use saturation as your secret weapon. You just have to be strategic. That's what UK allocator Dan Mikulskis talked about on the Billion Dollar Backstory Podcast. “𝗜𝗳 𝘆𝗼𝘂 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗮𝘁 𝘀𝗮𝘁𝘂𝗿𝗮𝘁𝗶𝗼𝗻 𝗲𝘅𝗶𝘀𝘁𝘀, 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗯𝗮𝘀𝗲 𝘆𝗼𝘂𝗿 𝗲𝗻𝘁𝗶𝗿𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗮𝗿𝗼𝘂𝗻𝗱 𝗶𝘁 𝗮𝗻𝗱 𝗳𝗼𝗰𝘂𝘀 𝗼𝗻 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗶𝗮𝘁𝗶𝗻𝗴.” This 𝙖𝙡𝙤𝙣𝙚 will set you apart. Allocators’ ears perk up when you’re not spouting the been-there-done-that “we have a gazillion offices and impressive stats” 💡 Want to learn what to say instead? Listen to this Billion Dollar Backstory Rewind episode featuring Dan Mikulskis and our founder, Stacy Havener. 🎧 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

March 2023 ➜ AUM = $305mm August 2024 ➜ AUM = $675mm In 17 months, we've helped our client more than double their AUM. They've: ✔ Embraced storytelling ✔ Leaned into content marketing ✔ Put in the work to build their book of business We're so proud of them 🙌 (and we're just getting started) 📌 When it comes to marketing your firm, what's the hardest part? Where are you struggling? Tell us about it ⬇

Owning a niche can help you scale your business but it doesn't mean you turn the spigot off on your current clients.   Think of it as an evolution 💡   What got you started in business (like hanging your ‘"OPEN" sign and hoping to serve any passerby) won’t take you to the next level 👆   You know what will? Being brave enough to go all in. Trusting that you’ll always call the shots.   And knowing that you never have to turn down a dreamy client just because they don’t fit the ideal client avatar you spent hours dreaming up on paper.   Want to learn more about dialing your messaging in and leaving all the mindset drama behind?   A brand new episode of the Billion Dollar Backstory Podcast is out now 🙌 Stacy Havener will put an end to any doubts you have about niching before you can even finish your cup of coffee.   🎧 Tune in on your fave podcast platform. Happy (story) snackin’!   ......... 🎙 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