Billion Dollar Backstory

https://feeds.transistor.fm/billion-dollar-backstory

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45 Episodes

5
Followers

45
Episodes

Category: Investing
Last Update: 2024-06-05
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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. @stacyhavener // www.billiondollarbackstory.com/

1	44: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship \| How Your Authentic Story Can Fuel Growth \| Why Mindset in Money Matters 2024-06-05	Play	Download
2	43: $4B Boutique Co-Founder Rodney Herenton of Channing Capital Management on Building a Platform of Specialists \| The Importance of Legacy in Asset Management \| Why Differentiation is the Future \| � 2024-05-29	Play	Download
3	42: $4B Family Office Co-Founder Khaled Said on Entrepreneurship \| Why Story Is a Differentiator \| How Collaboration, Creativity, and Courage Are Key to Serving Clients Well 2024-05-22	Play	Download
4	41: $1.7B Family Office CIO Paul Bodnar on Differentiation in Investment Management \| Why Specialists Matter in a Portfolio Line-Up \| “Ask an Allocator” Session 2024-05-15	Play	Download
5	40: Boutique Founder to $5B CEO to Boutique Founder Again: Adrian Clayton of Northstar Asset Management\| The Business of Building an Investment Boutique\| How Science, Art and Heart Play a Role in Inve 2024-05-08	Play	Download
6	39: $200B Asset Management CIO Bill Harding on the Importance of Qualitative Due Diligence \| Why Culture is a Source of Alpha \| “Ask an Allocator” Session 2024-05-01	Play	Download
7	38: $18B Value Investing Portfolio Manager Jim Falbe on Founding His Own Investment Boutique \| Why AI is an Amplifier of Classic Value Investing \| How People in the Investment Industry Can Help Each O 2024-04-24	Play	Download
8	37: Data Viz Expert James Eagle of Eeagli on the Journey from the Bigs to Entrepreneurship \| Why Story is Powerful in Numbers and Narrative \| The Art of Authenticity- Owning What Makes Us Different (a 2024-04-17	Play	Download
9	36: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship \| Why AUM Isn’t the Only Measure of Success \| How Different Thinking Leads to Differe 2024-04-10	Play	Download
10	35: $3B Alts Platform Co-Founder Turned $3B RIA Founder Dick Pfister of Alphacore on Innovation in Alternatives and Advisory\| Why the 60/40 Model Needed a Reset \| How to Launch, Build, and Scale a New 2024-04-03	Play	Download

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