Panels are weird. Everyone’s trying to look smart without sounding rehearsed.

And somehow you’re supposed to introduce yourself and tell memorable stories in just a matter of minutes.

It’s not easy, and it’s not something you want to wing (especially if you want to make sure your participation is worth your while).

That’s why, in this episode, Stacy’s breaking down her top dos and don’ts for showing up sharp and human on a panel. Whether you’re intro’ing yourself or riffing off someone else’s point, these moves will help you actually make your time on stage count.

You’ll learn:

• What makes a 90-second intro land
• How to make a panel feel less like a meeting that should’ve been an email
• A better way to add to someone else’s point (without just repeating it and blending in)

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.

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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

- - -
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

Most people love to talk about the “boutique advantage,” but very few can show you what it actually feels like from the allocator’s side of the table.

Seb Stewart can.

Seb is Partner and Head of US Institutional BD at Pacific Asset Management (~$20B AUM) and Chair of IMI, the global think tank for specialist firms.

In this episode, Seb and Stacy sit down at NASDAQ Studios to discuss what allocators actually value, why boutiques win when they stop acting like large platforms, and how human behavior (not products or performance) raise real funds.

In this episode, you’ll hear about:

• Why fundraising is really about selling people and behavior, not products
• The underestimated trust dynamic between PMs and fundraisers
• The behavioral cues allocators read before they ever open your deck
• Why boutiques win on access, alignment, independence, and specialization
• Key insights from IMI’s landmark research on what truly sets boutiques apart
• Why distribution and story remain the biggest choke points for boutiques

More About Seb:
Seb Stewart is Partner and Head of US Institutional Sales at Pacific Asset Management, where he leads BD across pensions, endowments, foundations, consultants, and family offices. Previously, he was a Partner at Somerset Capital Management, helping grow the firm from $1.5B to $10B AUM.

He also serves as Chairman of IMI, the global think tank representing nearly 60 specialist asset managers and over half a trillion in combined AUM.

---
Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

- - -
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

If your firm’s outside the U.S. and you’re thinking about bringing your fund here, you’ve probably already started googling and found yourself a million new to-dos.

But before you start checking off all of the boxes (structure, fees, compliance, product, etc.), make sure you’re not skipping the vital first step most fund managers miss.

In this episode, Stacy breaks down the underrated first step that sets successful firms apart when they expand into (or out of) the U.S. and why the smartest managers start with who, not how.

You’ll learn:

• The mindset shift that saves months of frustration
• How co-creating with investors builds traction early
• Who to call when you’re entering or exiting the U.S. market
• A smarter way to test your idea before spending a dime

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.

---
Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

- - -
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