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Billion Dollar Backstory

Stacy Havener

Booking Overview

Interview-led finance and business show focused on asset management, fund management, marketing, sales, and the personal stories behind investment firms; external episodes typically feature fund managers, investment executives, and financial-services leaders. Credible pitches include asset-management CEOs/CIOs, fund managers, investment professionals, and specialists with demonstrable growth, differentiation, fundraising, or marketing results; booking difficulty is medium because guests need substantial industry authority and a compelling business story.

Metrics

Episodes: 171

Frequency: Weekly

Rating: 4.8/5.0

Estimated listeners: 100 - 1,000

Listener location: USA

YouTube: 122 subscribers

Instagram: 952 followers

Contact Information

Publicly listed emails

straightup@stacyhavener.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

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 ...

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
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.
Required Achievements:  
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, Writing or speaking publicly about investment management

Recent Guest Discussions

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.

Recent Topics

Asset Management, Fund Management, Marketing, Sales, Finance

Episodes

Here's the recent few episodes on
Billion Dollar Backstory
:

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...

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Frequently asked questions

Here's some frequently asked questions for
Billion Dollar Backstory
:

How do I get in touch with Billion Dollar Backstory?

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.

What is the email for Billion Dollar Backstory?

The publicly listed email for Billion Dollar Backstory: straightup@stacyhavener.com.

How many listeners does Billion Dollar Backstory have?

Podseeker estimates Billion Dollar Backstory reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Billion Dollar Backstory?

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.

How hard is it to get booked on Billion Dollar Backstory?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Billion Dollar Backstory cover?

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

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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