HeyJaredBillion Dollar Backstory
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.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 23, 2026
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- Earliest in this view
- Jul 8, 2026
Latest episodes
168: Hue Partners Co-Founder Emily Blue on M&A, Selling While You're Still Growing, and What to do When Your Old Story Stops Working (opens the original)
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In the world of M&A, deals tend to get reduced to spreadsheets long before anyone asks about the story or the actual people underneath. Emily Blue built her whole career on believing maybe we’ve got that backwards. She started out as a nursing major (until an anatomy syllabus sent her running ), failed the CFA before she passed it, and eventually found herself sitting across the table from some very fancy investment bankers. Then one afternoon, she was standing in an airport after a pitch that h
167: Encore: 8 Years in Manager Selection to $50B CIO: Kristof Gleich on What Makes Fund Managers Stand Out (opens the original)
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Allocators are drowning in manager emails. Kristof Gleich would know. Today, he’s President and CIO of $50B Harbor Capital. Before that, he spent eight years leading manager selection at JPMorgan, fielding pitches from managers trying to break through. So, he's a good person to listen to when it comes to figuring out how to stand out and win over allocators. In this Encore episode of Kristof and Stacy discuss: Kristof’s path from physics to finance, how he went from studying physics to landing h
166: Encore: Sean Peche, Founder and Fund Manager, Ranmore Funds – Benefits of Challenging the Status Quo in Fund Marketing and Distribution (opens the original)
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You didn't sign up to be a marketer. You signed up to manage money. But the second you start your own boutique? Welp… Marketing, sales, distribution, hiring... they're all your job now too. Sean Peche knows that struggle firsthand. He's the Founder and Fund Manager at Ranmore Funds, a $650M investment boutique where "that's how it's always been done" isn't really a good enough reason to keep doing something. And that applies to a lot more than how Sean invests. He's challenged a whole lot of the
165: What Asset Managers Can Learn From the Greatest Sales Deck Ever | Story Snacks Series (opens the original)
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Ten years ago, Andy Raskin wrote a piece called "The Greatest Sales Deck I've Ever Seen." And Stacy Havener is still thinking about it. Not because you need to build a SaaS deck, but because the structure underneath it works on allocators too. Too many pitch decks start with some version of: "Let me tell you all about us." You go into a long spiel about your fund’s process and performance. Meanwhile, the allocator is sitting there with a very reasonable question: "Okay... why should I care?" Tha
164: Encore: $1.2B Boutique CEO Manish Khatta of Potomac Fund Management on The Power of Branding for Boutiques | Insights into His Modern Marketing Playbook He Used to Add $1B in 3 Years (opens the original)
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Most boutiques market the product. Manish Khatta barely mentions his. Roughly 90% of what Potomac Fund Management puts out has nothing to do with the funds. No performance charts. No fact sheets. Their most successful piece of content is a five-minute video series about fintech gossip that never says the word Potomac. It sounds backwards. It's also how Potomac went from around $130 million in 2020 to $1.2 billion today, after more than three decades of hovering in the low hundreds of millions. I
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