A podcast from Stacy Havener sharing stories of the people behind the portfolios

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Words matter in a numbers industry

Studies show that qualitative matters just as much to investors as quantitative. Culture is more important than Sharpe Ratio. Stories over statistics. The best brands are riveting storytellers. Yet where are the stories in the investment industry? The stories of the people behind the portfolios? This podcast explores 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. Follow along for the stories, the inspiration, the advice.

 

Featured guests include:

  • Experts in behavioral finance and storytelling

  • Founder / Portfolio Managers of $1B+ investment boutiques

  • Founder / C-Level of $1B+ RIAs and family offices

  • Up-and-coming investment boutiques

  • Venture investors and seeders

  • Emerging and diverse founders

 

Your host, 

Stacy Havener

 

Stacy Havener is a blue collar girl from a working class town who leveraged her literature degree and love of words to revolutionize an industry dominated by men obsessed with numbers. At the age of 30, she founded Havener Capital to connect boutique asset managers with early adopter investors. She has raised $8B+ for new/ undiscovered funds that led to $30B+ in follow-on AUM. How? By telling stories.

 
 

Stacy’s storytelling achievements

  • Helped a new fund go from $1M to $1B in 3 years

  • Raised $300M for a new boutique with bottom decile performance

  • Raised >$500M for a boutique and closed their flagship strategy in <3 years

  • Doubled the size of a boutique asset manager with 1 deal

  • Secured $60 million in seed capital for a new interval fund before launch

  • Secured $25 million in seed capital for a new mutual fund before launch

  • Helped numerous funds get on the coveted RIA platforms

 
Your podcast host, Stacy Havener
 

Pull up a seat to learn more about Stacy.

Contact Stacy to recommend a guest for the podcast.


Proudly sponsored by

  • The Boutique Investment Collective

    Need to find your target investors?
    Ready to optimize your meetings and grow your firm?

    Join Havener Capital’s exclusive membership program for investment boutiques, where you’ll:

    • gain access to valuable resources

    • get expert guidance

    • learn the proven sales and marketing blueprint the Havener Capital Partners team has used to add $30B+ in AUM for investment boutiques

  • Ultimus Fund Solutions

    Raising the Bar for Tech-Driven Fund Administration

    Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration and investor servicing solutions to support registered funds, private funds and public plans.

    By combining cutting edge technology with high-touch consultative services, they provide solutions designed to meet the individual fund administration needs of various sized fund sponsors, investment managers and large institutions.