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

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