Billion Dollar Backstory

Active· last episode 8 days ago

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~51 min episodes

About Billion Dollar Backstory

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. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @stacyhavener // www.billiondollarbackstory.com

Language: English
Type: podcast

Episodes(50)

1
8: $400B AUA, PE-Backing, Co-Founder Bob Dorsey of Ultimus on Staying True to Your Roots | Why FinTech is a People Business | How Handshakes and Phone Calls Can Build an Empire in Financial Services
18 Jul55m
2
7: $18T in Alternative Investments, 1 Premier Association Serving the Industry – Conversation with Aaron Filbeck of CAIA | How to Think Like An Allocator | Why Allocators and Asset Managers Fail to Communicate | Research on Qualitative vs Quantitative Due Diligence (aka Culture Eats Sharpe Ratio for Breakfast)
18 Jul49m
3
6: From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines Edge and Differentiation
18 Jul57m
4
5: $300B LCP’s Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques
18 Jul59m
5
4: From $1B Fund Mgr to Investment Boutique Founder, Ethos' James Fletcher on Authentic Leadership | The Power of People & Story to Win Clients | Why Culture is a Differentiator
18 Jul47m
6
3: $20B Carson Group Founder Ron Carson on How Personal Growth Unlocks Professional Growth | Can You Be a Specialist and Scale? | Why Culture and Values Matter in Defining Target Market
18 Jul41m
7
2: $60B Orion's Chief Behavioral Officer Dr. Daniel Crosby on Why Storytelling Works in Raising Capital | The Power of Authenticity in Business | What Qualities a Successful Salesperson Needs (*Buckle Up*)
18 Jul59m
8
1: Backstory of Backstory | What's My Story? | Why Should You Care? | Does Storytelling Actually Work in the Investment Biz (Spoiler: Yes, It Does)
18 Jul35m

+42 more — listen on the platforms above

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About Billion Dollar Backstory

Language: English
Type: podcast

Episodes(50)

8: $400B AUA, PE-Backing, Co-Founder Bob Dorsey of Ultimus on Staying True to Your Roots | Why FinTech is a People Business | How Handshakes and Phone Calls Can Build an Empire in Financial Services

18 Jul55m

7: $18T in Alternative Investments, 1 Premier Association Serving the Industry – Conversation with Aaron Filbeck of CAIA | How to Think Like An Allocator | Why Allocators and Asset Managers Fail to Communicate | Research on Qualitative vs Quantitative Due Diligence (aka Culture Eats Sharpe Ratio for Breakfast)

18 Jul49m

6: From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines Edge and Differentiation

18 Jul57m

5: $300B LCP’s Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques

18 Jul59m

4: From $1B Fund Mgr to Investment Boutique Founder, Ethos' James Fletcher on Authentic Leadership | The Power of People & Story to Win Clients | Why Culture is a Differentiator

18 Jul47m

3: $20B Carson Group Founder Ron Carson on How Personal Growth Unlocks Professional Growth | Can You Be a Specialist and Scale? | Why Culture and Values Matter in Defining Target Market

18 Jul41m

2: $60B Orion's Chief Behavioral Officer Dr. Daniel Crosby on Why Storytelling Works in Raising Capital | The Power of Authenticity in Business | What Qualities a Successful Salesperson Needs (*Buckle Up*)

18 Jul59m

1: Backstory of Backstory | What's My Story? | Why Should You Care? | Does Storytelling Actually Work in the Investment Biz (Spoiler: Yes, It Does)

18 Jul35m

+42 more — listen on the platforms above