You can ditch PowerPoint and still own the room.

In fact, running a killer meeting is usually easier than the gurus and motivational speakers might tell you.

Whether you’re facing an allocator who insists on seeing the presentation beforehand or navigating an awkward silence before kick-off, Stacey’s got you covered.

In this episode, Stacy covers:

• The right time to send your meeting notes or deck for optimum preparedness
• Preparing on a timeline that sets you up for success
• Starting with the allocator’s story to get them talking
• Steering discussion to address key concerns

Tune in to flip the script on traditional meetings to lead with stories and listen thoroughly. Take your meetings to the next level with this episode.

This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week!

- - -
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

Let’s be real: boutique building is no walk in the park; it's a rollercoaster of gutsy moves and unexpected comebacks.

Today, we’re sitting down with a guest who knows all about that. Meet Sean Peche, a value investing specialist who's transitioned from the $35B big leagues to crafting his own firm.

In this episode, Sean and Stacy unpack:

• His Backstory – how a volatile market led him to put his boutique-building dream on hold
• His inspiring comeback story
• The secrets behind Sean's unique marketing playbook for differentiation.
• The philosophy that drives Sean's investing approach: 'numbers not narrative.'
• The sweet spot where numbers and narratives intersect, especially for startups.

…And so much more. Grab your notebook and get ready for a masterclass on differentiation, branding, and building a boutique.

About Sean Peche:

Sean holds a Bachelor of Business Science (Honours) and a Post Graduate Diploma in Accounting from the University of Cape Town and is a CFA® charterholder. Sean has more than 25 years of investment experience in global financial markets.

After qualifying as a Chartered Accountant in 1996, Sean spent two years at Old Mutual Asset Management (South Africa) as an equity analyst. In 1999, he joined Decillion Capital as one of its founding members and co-managed the successful BigRock Fund, a South African based hedge fund. In 2001, he relocated to London with Decillion Fund Management and co-managed a US/European hedge Fund. In 2003, he joined London based Orbis Investment Advisory as an equity analyst, before leaving in 2008 to establish Ranmore Fund Management Ltd.

Resources mentioned in this episode:

Books: The JSE Handbook, The Zulu Principle by Jim Slater, The Magic of Thinking Big by David J. Schwartz, Blue Mind by Wallace J. Nichols

Songs: Kelly Clarkson - Stronger (What Doesn't Kill You), Kelly Clarkson - The Sun Will Rise

- - -
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

Your backstory isn’t as cut and dry as your resume, but It’s not quite a full look at your diary, either.

If you want to craft a compelling backstory, you have to find the sweet spot between these two extremes.

And that’s exactly what Stacy is walking you through in this episode.

Listen in as she breaks down:

• How much should you share, and to what detail in your backstory?
• How far should your backstory actually go back?
• Exactly how vulnerable you need to get in order to truly connect with your prospects
• The simple framework that every compelling backstory follows

This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week!

- - -
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

Want to book more meetings for your fund? It’s time to face the music. Cold intro emails are out.

A relationship-first approach is in. Take it from Stacy (and her clients at Havener Capital), who are using the exact strategy she’s laying out in this episode to book meetings with investors who are primed to say yes.

Listen in as today as Stacy covers:

• How to find potential contacts
• Her “give, give, give, ask framework” for building relationships on LinkedIn and other platforms
• Why timing is everything when it comes to nurturing prospects
• A rule of thumb that’ll help you find your follow-up sweet spot – so you don’t seem like a pushy spam bot

This is Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week!

- - -
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

Dr. Daniel Crosby, a behavioral psychologist, is back and ready to tell you the cold, hard truth about why your brain might be sabotaging your storytelling game.

Listen in as he and Stacy discuss:

• Why our brains cling to conformity, killing our chances of standing out
• Why linear stories put people to sleep and how mastering the ‘peak-end’ rule will help
• A sniff test that’ll help you determine if your story is snooze-worthy
• A roadmap for spicing up your narrative, even when your brain screams 'No!'

…and so much more.

About Dr. Daniel Crosby:

Dr. Daniel Crosby is a psychologist, behavioral finance expert, and New York Times bestselling author who helps organizations understand the intersection of mind and markets.

He is also a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.

- - -
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

Introducing Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week!

Listen in today as Stacey answers every established firm’s burning question, “Who cares about the founder?”

Plus, learn:

• Why a founder’s backstory matters–even for firms managing billions
• How to honor a founder’s legacy through storytelling
• Why senior fund managers struggle to talk about founders–and how to overcome this
• Different approaches for sharing stories about co-founders
• Strategies to share the backstory in meetings

You’ll walk away from this episode with a better understanding of how to leverage your firm’s and founder’s backstory to drive growth and develop a strategic narrative.

- - -
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

If you’ve been dismissing frontier markets because they seem “too risky,” you’re missing out on a treasure trove of alpha.

Take it from Consilium CIO Jonathan Binder and CEO Charlie Cassel. For 13+ years, they’ve managed to beat EM benchmark indexes time and time again.

In this episode, they share their playbook for successful FM investing and break down:

• Misconceptions about risk in Frontier Market investing and their approach to risk management
• Why active management and a non-indexed approach is essential to successful FM investing
• How most Global Emerging Markets managers are ill-equipped to invest in the EM and Frontier countries they invest in
• Their process for crafting equity strategies that give their clients exposure to top-tier companies in overlooked markets poised for robust structural growth

This is part 2 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 Consilium Investment Management

Consilium Investment Management was founded in 2004 by Jonathan Binder, CIO, and Charles Cassel, CEO. With over 20 years in financial markets and asset management, they saw an opportunity to build an investment management business that would deliver above-average returns for its clients in the Frontier and Emerging Markets. They offer private funds and separately managed accounts exposed to Frontier and Emerging Markets that exploit specific opportunities overlooked by other managers. More information is available by visiting: consimllc.com

- - -
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

Feel like your marketing is falling flat? You’re not alone. In 2024, most fund managers are facing the music. Outdated marketing tactics like sending PDF letters to investors just don’t cut it anymore.

The good news? Embracing modern marketing can be simple and time and cost effective when you have the right game plan. Listen in today for Stacy’s modern marketing blueprint that's been consistently delivering real results for fund managers.

In this episode, she breaks down:

• What social capital is
• How you can build and nurture different types of social capital within your network
• What a personal brand is
• How your personal brand differs from your business brand
• Content ideas that have proven effective in helping founders and fund managers grow their personal brand

- - -
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