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Billion Dollar Backstory

Podcast Billion Dollar Backstory
Stacy Havener
Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars....

Available Episodes

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  • 83: Meet Judith MacKenzie - Founder of Downing Fund Managers, the boutique investment arm of $2.5B Downing LLP
    Judith MacKenzie’s path is as unconventional as it is inspiring. She didn’t learn to invest on Wall Street. The lessons that led her to the founder’s seat, running the boutique investment arm of $2.5B Downing LLP, started in her dad’s small news and ice cream shop in the Highlands long before finance was on her radar.In this Episode, she sits down with Stacy to discuss: Her backstory– the surprising business lessons she learned as a kid and how they still influence her investing todayWhy qualitative research is just as rigorous as the numbers and how to test a company’s integrityThe biggest red flags in management and governance that investors often missHow to stay true to your strategy when the market pressures you to pivotWhat it’s like to be the only woman in the room and what needs to change for the next generation of women in financeMore about Judith MacKenzie:Judith is passionate about investing in UK smaller companies and has spent 30 years immersed in the investment world, firstly as a technology analyst and then as a fund manager. She is Chair of the small and mid-cap lobbying body, the Quoted Companies Alliance, and has experience as a board member in both private and public companies.  With a value-oriented investment style, Judith has driven investment returns in excess of the industry benchmarks. Hailing from the Scottish Highlands, Judith spends her spare time in the hills with her dogs or trying not to fall off horses. - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
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  • 82: The Intersection of Economics and Storytelling with Philippe Gijsels Chief Strategist of BNP Paribas and Co-Author of “The New World Economy in 5 Trends”
    What if I told you the Chief Strategy Officer of the largest bank in the Eurozone could teach you some ultra-valuable lessons about storytelling, thought leadership, and innovation?You’d probably be surprised, right? I don’t blame you.Even Stacy had her own mental picture of what a “banker” might be like before sitting down with Philippe Gijsels—and let’s just say this conversation shattered every stereotype.Listen in today to hear Philippe and Stacy discuss: What Darwin can teach us about innovation Why storytelling is essential—especially when tackling heavy, complex topics like Superinflation, Hyperinnovation, and Climate Transition.His journey as an author—how, for over 30 years, he naturally refined his stories in the back-and-forth of conversations long before he ever picked up the proverbial pen - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
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  • 81: How to Grow Your AUM Without a Big Team or Budget | Story Snacks Series
    In this edition of Story Snacks, Stacy breaks down:Why thought leadership is the ultimate equalizer for smaller fundsHer Four A’s Framework for using thought leadership to increase AUM without a big team or budgetHow to pick the marketing platform that matches your unique skills (and feels doable for you)The biggest mindset trap that keeps fund managers stuck—and how to avoid itThis is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
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  • 80: From Multi-Billion Ziff Brothers to $150B Research Affiliates Partner to Wealth Management Founder. Meet Jonathan Treussard, Founder of Treussard Capital
    At 17, Jonathan Treussard hopped on a one-way flight from Paris to LA with dreams of being a musician.  He didn’t wind up playing jazz professionally, but he did end up managing billions for some of the world’s wealthiest families. Listen in as Jonathan and Stacy discuss his big pivot from music to finance, plus: The lessons he learned navigating the Great Financial Crisis at Ziff Brothers InvestmentsHis perspective on balancing risk, regret, and resilience in wealth managementThe gap he saw in traditional wealth management that led him to start his own firm, Treussard CapitalHow he uses storytelling to break down complex financial concepts for his clients  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
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  • 79: What Most Fund Managers Overlook When Hiring Marketing Pros | Story Snacks Series
    If you’re like most fund managers, you’re busy serving your current clients—so much so that bringing in new ones feels overwhelming. After all, you’re not a salesperson, and it may even make you a little uncomfortable to hit the pavement and sell your services. Hiring marketing support can help you sidestep that discomfort and bring in more business. On the other hand, hiring before you’re ready could end up costing you time and money in the long run. That’s why, in this Episode, Stacy breaks down: The two biggest mistakes fund managers make when hiring marketing professionals (and how to avoid them)The first step every founder must take before outsourcing marketingThe truth about hiring “connected” industry veteransHow to know when it’s time to hire your first in-house marketing personThis is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership
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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. @stacyhavener // www.billiondollarbackstory.com/
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