Billion Dollar Backstory Podcast Por Stacy Havener arte de portada

Billion Dollar Backstory

Billion Dollar Backstory

De: Stacy Havener
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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. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @stacyhavener // www.billiondollarbackstory.com© 2025 Stacy Havener LLC | All rights reserved. Economía Finanzas Personales Marketing Marketing y Ventas
Episodios
  • 108: When Business Is Personal | What Happens When Siblings Join the Family Firm | Meet Spencer Ogden and Liz Curtin of Dock Street

    108: When Business Is Personal | What Happens When Siblings Join the Family Firm | Meet Spencer Ogden and Liz Curtin of Dock Street
    Jul 30 2025
    What do a chimney sweep empire, a top hat obsession, and a $500M home services company have in common?Dock Street.This Newport-based multifamily office is redefining wealth management for Main Street entrepreneurs, and it’s run by a sibling duo, Spencer Ogden and Liz Curtin. who swore they’d never work together.In this episode, Spencer and Liz join Stacy to talk about:Growing up in a business... then choosing to join it at 40What second-gen operators really need to carry on the family legacy successfully How they help families turn work ethic into generational wealthWhy bonds don’t cut it for entrepreneurs (and what does)Their hacks to making their family biz actually work without sabotaging their relationships (because that would make holiday dinners quite awkward)Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/acceleratorAbout Spencer & Liz:Spencer Ogden Spencer brings over two decades of experience in the investment industry, with a career that began at Citigroup and Legg Mason, followed by 13 years at K2 Advisors, a hedge fund affiliate of Franklin Templeton. At K2, he managed quantitative strategies overseeing more than $700 million in assets.With a long-standing interest in microeconomics, Spencer is particularly focused on how individuals and families make financial decisions. His background in portfolio construction and asset allocation informs his current work in retirement income, tax strategy, and inheritance planning.He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, and earned his degree in Computer Science from the University of Texas at Austin. Spencer is also an experienced offshore sailor and navigator, having competed in numerous regattas and sailed more than 15,000 nautical miles—including an Atlantic crossing.Liz Curtin Liz leads Dock Street’s marketing efforts and also supports clients directly. Before joining the team, she worked as an independent consultant, partnering with a range of organizations on everything from marketing and hiring to organizational strategy and special projects. Along the way, she helped launch several new ventures, always with a focus on creative problem-solving and building strong relationships.She holds a master’s degree in Education Policy from King’s College London and a bachelor’s in Secondary Education–Social Studies from Indiana University. Earlier in her career, Liz served in the Peace Corps in Romania, where she taught high school English and supported a local orphanage. She now lives in Seattle with her husband and two sons.Resources Mentioned in This Episode: Playboy’s Book of Games Beat the DealerBeat the MarketThe Go Giver Want More Help With Storytelling? + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe - - -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 - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator
    Más Menos
    1 h y 13 m
  • 107: Bob Lind, Co-Founder of Lind Capital Partners, Specialist in Off the Run Credit Investments on Building an Investment Boutique Around Non-Rated Municipal Bonds

    107: Bob Lind, Co-Founder of Lind Capital Partners, Specialist in Off the Run Credit Investments on Building an Investment Boutique Around Non-Rated Municipal Bonds
    Jul 23 2025

    What do you do when the market tells you there’s no room for another fund? You tell a better story and carve your niche anyway.

    In this episode, Stacy sits down with Bob Lind, Co-Founder of Lind Capital Partners, a boutique manager specializing in one of the most overlooked corners of the credit market: non-rated municipal bonds.

    They dive into how Bob went from selling himself into his first research job to building a firm around a misunderstood asset class and why ditching the pitch helped him find the right investors.

    They also cover:

    • Why non-rated doesn’t mean “junk” (and how Bob spots value where others won’t look)
    • The inflection point that sparked the launch of Lind Capital (hint: it involves a friend, a Fidelity broker, and a missed opportunity)
    • How Bob went from BlackRock-comparison pitches to founder-forward storytelling
    • The power of showing up as yourself and why authenticity wins with allocators

    Plus: how to listen better in meetings, the magic of behavioral discovery questions, and the one Bruce Springsteen song that got Bob through everything.


    About Bob Lind:
    Bob is a co-founder of Lind Capital Partners. He has built the firm around his passion for finding opportunities in inefficient markets and providing innovative ways to deliver access to individual investors. With nearly 40 years of experience in the municipal bond market, there is little Bob has not done. Today, he leads the portfolio management team and strategic initiatives for LCP.

    Prior to founding Lind Capital Partners, Bob managed a $500 million high yield municipal bond portfolio for Deutsche Bank, where he leveraged his prior sell-side experience and institutional relationships. Bob began his career as a municipal analyst at Nuveen before moving into institutional sales and trading at Kemper Securities and Raymond James, where he underwrote, traded and sold municipal bonds.

    Bob received a BA in History from Kenyon College and an MBA in Finance and Accounting from the University of Chicago. He is a passionate bread baker/pizza maker, feeding and nourishing his 25+ year-old home-grown starter. Outside of the office and the kitchen, he enjoys paddle tennis, golf and telemark skiing.


    Want More Help With Storytelling?

    + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

    - - -
    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


    - - -
    Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

    - - -
    Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator
    Más Menos
    54 m
  • 106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series

    106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series
    Jul 16 2025

    Headed to a new city and thinking, “Should I try to book lunch with that allocator?” Not so fast.

    If your first email is a wall of text with your bio, your strategy, and your lunch plans all crammed in… it’s probably going straight to the trash.

    The good news is that there’s a better way to warm up new prospects, and in this episode, Stacy is breaking down exactly how she extends invitations to brand new contacts without coming across as pushy.

    She’s covering:

    • Why your outreach isn’t landing and how to fix it
    • Stacy’s “give, give, give, ask” framework for landing meetings (even with complete strangers)
    • Smart, simple ways to show up before sending your invitation (so it doesn’t feel like a pitch slap)

    This is Story Snacks, a bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in under 20 minutes a week.

    Want More Help With Storytelling?

    + Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe

    - - -
    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



    - - -
    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
    Más Menos
    5 m
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