Sharing stories of the people behind the portfolios

Available on Apple Podcasts | Google Podcasts | Spotify

Host, Stacy Havener, shares why storytelling works, gives founders and portfolio managers a chance to share what’s behind their success, and shines a spotlight on up and coming boutiques.

Stacy Havener 7/19/23 Stacy Havener 7/19/23

Episode 14: CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How Client Service Can Be Your Edge in Investment Management

Episode 08: $400B AUA, PE-Backing, Co-Founder Bob Dorsey of Ultimus on Staying True to Your Roots | Why FinTech is a People Biz | How Handshakes & Phone Calls Can Build an Empire in Financial Svcs

Sharing stories of the people behind the portfolios

Episode 14: CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How Client Service Can Be Your Edge in Investment Management

Episode 08: $400B AUA, PE-Backing, Co-Founder Bob Dorsey of Ultimus on Staying True to Your Roots | Why FinTech is a People Biz | How Handshakes & Phone Calls Can Build an Empire in Financial Svcs

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