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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. Economie Finances privées Marketing et ventes
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  • 148: The LinkedIn Comment Strategy That Actually Builds Trust | Story Snacks Series
    May 6 2026

    Commenting is one of the most underrated relationship builders on LinkedIn, especially if you want to stay on people’s radar without cranking out content nonstop.

    But most people comment in a way that does nothing, or worse, makes things weird.

    You know the two classics:

    1. “Great post!” (nothing burger)
    2. And the thoughtful comment followed by an immediate pitch DM. (instant ick)


    In this Story Snack, Stacy Havener breaks down how to comment in a way that actually builds familiarity and trust over time, without sounding awkward, annoying, or desperate.

    Listen in to hear:

    • How to choose which posts to comment on so allocators and prospects start seeing you everywhere (in a good way)
    • The “what NOT to do next” move that instantly turns goodwill into cringe (and what to do instead)
    • The mindset shift that will help you stop overthinking and start commenting like a real friend giving out high-fives (not weird pitch slaps)

    Because the people who’ve consistently shown up for Stacy on LinkedIn? She’d run through a wall for them.


    That’s what you’re building toward when you do this the right way. Tune in to learn the right way to approach commenting on LinkedIn.

    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

    Afficher plus Afficher moins
    10 min
  • 147: He Found Finance Through One Thin Thread of Chance. Now He's Making Sure Others Don't Have to. Meet Laurie Robathan, Founder of Fairfield.
    Apr 29 2026

    93% of the population. Almost entirely locked out of an industry that says it wants the best talent.


    Laurie Robathan grew up on the wrong side of that statistic. He was raised in inner-city Bristol, went to a state school, and grew up in a single-parent family. He found his way into finance through one thin thread of chance, and he's never forgotten how easily it could have gone the other way.


    At some point, that thread started to feel less like luck and more like a problem. Because what about everyone who never gets that thread at all?

    So Laurie walked away from a successful career in finance and built Fairfield in its place. It's a charity on paper, but really it's a business proposition designed to fix what he calls an inefficiently functioning labor market. Because when 80% of senior finance leaders come from just 7% of the population, that's not meritocracy. That's a pipeline problem.


    And he's not solving it from a boardroom. He's on trains, in school assemblies, at North London career fairs at 8pm. Doing the work.


    In this episode, Stacy Havener sits down with Laurie for one of those conversations that stays with you long after it's over.

    Listen in to hear:

    • Why finance doesn't have a talent problem, it has an access problem
    • Why the best person for the job may never make it to the interview room
    • How Fairfield prepares students to belong before they ever walk through the door
    • What individuals and firms can do to help

    More About Laurie Robathan:


    Prior to his retirement from the finance industry, Laurie worked in the City for over 15 years, the last 10 years being at Kepler Partners LLP as Senior Partner. Before Kepler, he had roles at Scottish Widows Investment Partnership and Close Brothers Bank. As a member of Kepler’s management committee, Laurie had input into all areas of the asset management business. He holds the Investment Management Certificate (IMC) and has an MSc in Finance & Investment from the University of Bristol.



    ---
    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

    Afficher plus Afficher moins
    1 h et 13 min
  • 146: Overcome Your Fear of Being Judged on LinkedIn | Story Snacks Series
    Apr 22 2026

    You want to post more on LinkedIn. You know it matters. You've probably even got a draft sitting there.

    But the fear of being judged, specifically by people who already know you in real life, keeps stopping you cold.


    In this Story Snack, Stacy Havener breaks down exactly why that happens, why your brain is making it bigger than it is, and how to move through it without just white-knuckling your way to the post button.


    Listen in to learn:

    • The behavioral bias that makes the fear of being judged feel so intense
    • How to make peace with your posts not being everyone’s jam
    • The art of owning who you are online and letting the wrong people opt out

    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

    Afficher plus Afficher moins
    9 min
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