Season 1

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.

Managers Who Made It

Emerging Managers

Allocators

Featured
Episode 25: From a $20B RIA to One of the World’s Largest Family Offices John Tennaro Still Has an Eye for Boutiques | The Power of Qualitative: Analysts Can Get the Data, Tell Them Stories
ALLOCATOR
Episode 25: From a $20B RIA to One of the World’s Largest Family Offices John Tennaro Still Has an Eye for Boutiques | The Power of Qualitative: Analysts Can Get the Data, Tell Them Stories
ALLOCATOR
ALLOCATOR
Episode 23: $1.1B RIA / Venture Capital Co-Founder Spencer Kelly of Regatta Capital on Organic Growth | Lessons Learned from Door-to-Door Sales
ALLOCATOR
Episode 23: $1.1B RIA / Venture Capital Co-Founder Spencer Kelly of Regatta Capital on Organic Growth | Lessons Learned from Door-to-Door Sales
ALLOCATOR
ALLOCATOR
Episode 22: Start-up Vibes at a $7.5B Wealth Manager w/ EVP Adam Cox | The Power of Authentic Storytelling (and Podcasts) | Why Introverts Make Great Salespeople
ALLOCATOR
Episode 22: Start-up Vibes at a $7.5B Wealth Manager w/ EVP Adam Cox | The Power of Authentic Storytelling (and Podcasts) | Why Introverts Make Great Salespeople
ALLOCATOR
ALLOCATOR
Episode 19: Portfolio Manager for $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot
ALLOCATOR
Episode 19: Portfolio Manager for $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot
ALLOCATOR
ALLOCATOR
Episode 10: $6B CEO Heather Fortner of SignatureFD on Leading with Authenticity | Why Specialists and Niches are the Future of Wealth Advisory | How Community and Shared Experiences Unlock Growth
ALLOCATOR
Episode 10: $6B CEO Heather Fortner of SignatureFD on Leading with Authenticity | Why Specialists and Niches are the Future of Wealth Advisory | How Community and Shared Experiences Unlock Growth
ALLOCATOR
ALLOCATOR
Episode 06: From Startup > $5B+ > Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Qual Over Quant Due Diligence | What Defines Edge & Differentiation
ALLOCATOR
Episode 06: From Startup > $5B+ > Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Qual Over Quant Due Diligence | What Defines Edge & Differentiation
ALLOCATOR
ALLOCATOR
Episode 05: $300B LCP’s Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques
ALLOCATOR
Episode 05: $300B LCP’s Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques
ALLOCATOR
ALLOCATOR
Episode 03: $20B Carson Group Founder Ron Carson on How Internal Growth is Key to External Growth | Can You Be a Specialist and Scale? | Why Culture and Values Matter in Defining Target Market
ALLOCATOR
Episode 03: $20B Carson Group Founder Ron Carson on How Internal Growth is Key to External Growth | Can You Be a Specialist and Scale? | Why Culture and Values Matter in Defining Target Market
ALLOCATOR
ALLOCATOR

Experts

The Scientist & The Storyteller

Industry Leaders

Stacy Goes Solo

Walkout Anthems