Cannabis capital curious? Steve Ham and Patrick Kim of Altmore Capital are here to show you the way.

Although it has advanced considerably over the past half-dozen years, the U.S. cannabis industry remains full of complexities as it rapidly matures.

That’s why today, Stacy and the Altmore team are covering:

• The current cannabis capital landscape
• Private credit’s prevalence in the industry
• Altmore’s approach to countering the volatility that comes with the cannabis capital territory
• How investing in this niche market can enhance an already diversified portfolio
• Their backstory – From leaving their high-profile jobs in private equity and law to co-founding Altmore

This is part 1 of our Meet the Boutique Series, where we’ll take you behind the scenes to see how top asset managers innovate and thrive.

Enjoy this episode? Hit subscribe! There are more exclusive webinars to come.

About Steve Ham:

Steve Ham is Co-Founder and Managing Partner at Altmore Capital. He is an accomplished private equity investor and senior executive with over 20 years of experience in private equity, technology, and venture capital. Prior to Altmore Capital, he was with The Carlyle Group, RedZone Capital, Sterling Partners, Thomas Weisel, and Citigroup.

About Patrick Kim:

Patrick Kim is Co-Founder and Managing Partner at Altmore Capital. He was a partner with the Williams & Connolly law firm in Washington D.C., which he left in 2018 to start Altmore Capital. At Williams & Connolly, Patrick represented a variety of major financial institutions and investment funds, including several top-tier PE firms, in a range of commercial litigation matters and government investigations.

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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

There’s nothing a woman in a power suit can’t do. Shake up a male-dominated industry? Check. Redefine leadership? Check. Inspire generations to come? Check.

In this episode, Rayna Lesser Hannaway shares her inspiration for doing all of the above.

Listen as Rayna and Stacy discuss:

• Her backstory– from looking up to her fierce, go-getter lawyer mom to becoming a powerhouse female in finance
• How competitive company culture can sabotage the due diligence process
• Her approach to encouraging collaboration and keeping core values at the heart of Polen’s operation
• How collaboration can be a boutique’s secret sauce for standing out amongst the bigs

…and so much more.

About Rayna Lesser Hannaway:

Rayna heads the Small Company Growth Team, is the lead Portfolio Manager of Polen Capital's U.S. Small Company Growth and U.S. SMID Company Growth strategies, and is co-portfolio Manager of Polen Capital's Global SMID Company Growth strategy.

Prior to joining Polen Capital in 2017, Rayna spent nine years in portfolio management and two years as a Research Analyst at Fidelity Investments in Boston, evaluating small and mid-cap companies. She also spent nine years working in small-cap research for Jennison Associates and Lord Abbett & Company. Rayna received a B.A. in Economics from Barnard College, a division of Columbia University, where she graduated summa cum laude in 1996. Rayna is a CFA® charterholder and holds a CFA Institute Certificate in ESG Investing.

In 2021, Rayna launched Polen’s WISE employee resource group to support and promote an inclusive and supportive culture for women and their allies across the asset management industry. Rayna is currently a member of the Board of Directors at Big Brothers Big Sisters of Massachusetts Bay and the Board Chair at RAW Artworks.

Rayna holds a bachelor’s degree in economics (summa cum laude) from Barnard College, Columbia University.

In her free time, Rayna enjoys skiing, hiking, yoga, volunteering in her community, traveling, and spending time with her family.

Resources Mentioned in This Episode:

Song: U2 - Beautiful Day

Books: Start with Why by Simon Sinek, How to Know a Person by David Brooks, Living with a SEAL by Jesse Itzler

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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership

Most boutique firms strive to raise more funds and stay ahead of market trends. But they lack one key ingredient that the bigs have in their back pockets– behavioral finance expertise.

Today, Brendan Frazier, Chief Behavioral Officer of the $4B RIA platform RFG Advisory, is here to level the playing field.

Listen in as he and Stacy discuss:

• The unique challenges boutiques face when raising capital
• How to tap into the human psyche to raise more funds and land more meetings
• A behavioral finance deep dive: why certain sales tactics hit different for small shops
• How your fear of hearing ‘no’ could be sabotaging your firm’s growth

About Brendan Frazier:

Brendan Frazier is the Chief Behavioral Officer at RFG and the host of The Human Side of Money podcast, where he helps advisors and their clients master the emotional and psychological side of money. After starting his career as a consultant to financial advisors around the country, he started his own advisory business and was twice named one of Investopedia's Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform for financial advisors to develop the behavioral, psychological, and emotional skill set required to serve clients at the highest level. When he's not diving into the latest behavior and psychology research, he is spending time with his wife, Shannon, and two sons, Brooks and Shepherd. And, he welcomes all unsolicited advice on how to successfully raise two boys.

Resources Mentioned in This Episode:

Songs: Tyler Hubbard - Dancin’ In The Country (Official Music Video)

Books: You're Not Listening: What You're Missing and Why It Matters by Kate Murphy, Essentialism: The Disciplined Pursuit of Less by Greg McKeown

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Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital’s exclusive membership