Episodes: 171
Frequency: Weekly
Rating: 4.8/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
YouTube: 122 subscribers
Instagram: 952 followers
Publicly listed emails
straightup@stacyhavener.com
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Stacy Havener - Founder and CEO of Havener Capital Partners, a marketing firm serving asset managers and investment firms. She specializes in helping financial-services businesses communicate their value and grow ...
Manish Khatta - Branding For Boutique Investment Firms, Content Marketing, Differentiation, Business Growth, And Building An Asset-management Brand.
Simon Evan-Cook - The Role Of Luck And Skill In Fund Management, Emerging-manager Development, Allocator Perspectives, And Building An Investment Business.
170: Potomac CEO Manish Khatta on Going From $1B to $5B in Three Years | Why Scaling the Team Is Harder Than Scaling the Assets | What Most Fund Managers Get Wrong About Marketing
October 07, 2026
"The key to business is biting off more than you can chew, then figuring out how to chew it."Manish Khatta has been running that play for a while now.Last time he was on the pod, back in 2023, Potomac had just crossed $1B and he was pretty sure they were only getting started.Three years later? They're past $5B.And the lessons got a whole lot bigger with it.Manish is back for a next-chapter conversation about what happens after the growth starts working. When the revenue finally catches up. Wh...
169: Encore: $200B Asset Management CIO Bill Harding on the Importance of Qualitative Due Diligence | Why Culture is a Source of Alpha | “Ask an Allocator” Session
September 30, 2026
This conversation was too good to leave in the archives.In this encore of our Ask an Allocator series, Stacy sits down with Bill Harding, CIO of Jackson National, who oversees $200B in assets and $29.8B in directly managed fund-of-fund assets.Bill gives us a look inside the mind of an allocator and shares what he’s actually paying attention to when evaluating fund managers, because past performance is only part of the story.In this episode, Bill and Stacy discuss:Bill’s backstory, from financ...
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
September 23, 2026
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 t...
The No Bullsh*t Podcast For Contractors · Low booking difficulty · 100 - 1,000 listeners
Billion Dollar Backstory is hosted by Stacy Havener. Its publicly listed email is straightup@stacyhavener.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for Billion Dollar Backstory: straightup@stacyhavener.com.
Podseeker estimates Billion Dollar Backstory reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Billion Dollar Backstory typically books industry leaders. Typical guest background: Fund managers, investment-firm CEOs and CIOs, asset-management executives, and financial-services experts with meaningful industry experience and a distinctive perspective on business building, marketing, fundraising, or investment management. Common among recent guests: Leading or growing an investment firm or fund platform; Managing recognized investment strategies or multi-asset funds; Developing a differentiated marketing or business-growth strategy. Recent guests include Manish Khatta and Simon Evan-Cook.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
Recent episodes cover Asset Management, Fund Management, Marketing, Sales, and Finance. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
straightup@stacyhavener.com
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