Billion Dollar Backstory

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...

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...

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...

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...

Should you ever repurpose an old post on LinkedIn? Short answer: yep. Slightly more annoying answer: it depends. Before you copy, paste, and send that post back into the wild, figure out why it flopped the first time...

What if luck plays a bigger role in fund success than anyone wants to admit? Simon Evan-Cook isn’t just throwing that idea out there. He’s lived it. He spent years on the allocator side, vetting fund managers and...

Waiting for LinkedIn leads to fall from the sky, land in your DMs, and show up in your funnel? You might be waiting a while. Posting matters. But there's a missing piece between the post and the people who engage with...

Different > better. Especially in an industry that loves to rank, chart, compare, and benchmark errrthing. Because when everyone is trying to prove they're better, everyone starts sounding pretty much the same. In this...

You want to post on LinkedIn. Compliance wants to hit the taboo buzzer. Cool. Now what? In this Story Snack, Stacy Havener shares how to stop treating compliance like the department of "no" and start bringing them into...

Most people assume a successful career in finance starts with the "right" degree. Lindsey Stewart's started behind the counter at McDonald's. At 18, he made the decision to skip university, avoid student debt, and learn...

Your company's LinkedIn page is not the main character. It matters. It has a job. But if your LinkedIn strategy is built around the logo doing all the talking, Stacy Havener has thoughts. In this Story Snack, Stacy...

"Ditch the pitch" is easy to say. But it's hard to do when you're staring at a calendar invite and realizing you've been leading with the deck for years. And you start thinking, “Okay, if I'm not presenting, what am I...

Every fund manager wants the story that gets allocators to lean in and say yes every single time they tell it. So, this is often a hard pill to swallow…A story that actually works doesn't always get you a yes. A...

The capital-raising memo says: pitch harder, send the long intro email, and voilà, meetings. Stacy Havener never got that memo. She came into this industry as an English lit major who wanted to be a college professor...

When an allocator says "We only work with established managers," it can feel like a door closing in your face. And the natural instinct is to pry it back open by explaining yourself, defending your track record, and...