Havener Capital Partners LLC

We wrote the *new* playbook to grow your investment boutique.
(because the old one is broken)

💲The Billion Dollar Blueprint™ Story-led sales and marketing = $30B+ AUM for boutiques

⭐ Helping investment boutique founders, fund mgrs, and teams build Authenticity ➡ Authority ➡ Audience ➡ Alignment to increase AUM

💻 Learn more
havenercapital.com
 
- - - - 
 
𝘏𝘢𝘷𝘦𝘯𝘦𝘳 𝘊𝘢𝘱𝘪𝘵𝘢𝘭 𝘗𝘢𝘳𝘵𝘯𝘦𝘳𝘴 𝘪𝘴 𝘢𝘯 𝘐𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯𝘢𝘭 𝘋𝘪𝘷𝘪𝘴𝘪𝘰𝘯 𝘰𝘧 𝘊𝘰𝘮𝘱𝘢𝘴𝘴 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯. 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘊𝘰𝘮𝘱𝘢𝘴𝘴 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯, 𝘮𝘦𝘮𝘣𝘦𝘳 𝘍𝘐𝘕𝘙𝘈 𝘚𝘐𝘗𝘊 50 𝘉𝘳𝘢𝘪𝘯𝘵𝘳𝘦𝘦 𝘏𝘪𝘭𝘭 𝘖𝘧𝘧𝘪𝘤𝘦 𝘗𝘢𝘳𝘬, 𝘚𝘶𝘪𝘵𝘦 105, 𝘉𝘳𝘢𝘪𝘯𝘵𝘳𝘦𝘦, 𝘔𝘈, 02184; 𝘛: 781-535-6083 

𝘚𝘵𝘢𝘤𝘺 𝘏𝘢𝘷𝘦𝘯𝘦𝘳 𝘪𝘴 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘙𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘰𝘧 𝘊𝘰𝘮𝘱𝘢𝘴𝘴 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘊𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘪𝘰𝘯, 𝘢 𝘍𝘐𝘕𝘙𝘈 𝘨𝘦𝘯𝘦𝘳𝘢𝘭 𝘴𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘣𝘳𝘰𝘬𝘦𝘳 / 𝘥𝘦𝘢𝘭𝘦𝘳.

Founder, CEO

Billion Dollar Backstory Podcast

New Episodes Drop Wed AMs 🎤
Sign up billiondollarbackstory (dot) com

Grateful and proud to be sponsored by Ultimus Fund Solutions

Podcast Host

Saguaro Capital Management

Advisory Board Member

Arrow Partners

Independent sales and marketing firm representing investment managers to institutional investors.

Principal

Candlewood Advisory Partners, LLC

Co-founder of Candlewood Advisory Partners, LLC, a third party marketing firm for investment managers focusing on the independent Registered Investment Advisor (RIA) and family office channel.

Co-Founder, Managing Partner

Sincere & Co

First employee at financial services start-up firm focused on third party marketing services for investment managers targeting the Registered Investment Advisor channel. Directed the sales effort and assisted in the due diligence of potential investment management clients. Integral to development of overall firm strategy. Over 7 year tenure, firm grew to 10 employees and raised over $5 B in assets for clients.

Vice President, National Sales Manager

Grow your investment boutique 📈 Founder / CEO @ Havener ⭐ $30B AUM for boutiques w/ The Billion Dollar Blueprint™ 💲 Story-led sales & marketing for founders, fund mgrs, and teams 🎤 Speaker ▪ Podcast Host

Hi, I’m Stacy - a blue-collar girl from the Berkshires who turned a way with words and love of numbers into a business that has raised billions for boutique asset managers.
 
I’ve raised $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM.

Being a female founder in the male-dominated investment industry at the age of 30 required a huge leap of faith in connecting two tribes: talented boutique asset managers and early adopter investors.

The leap of faith was spot on. 

10+ years later, Havener Capital Partners leads the industry in helping investment boutiques grow. We help clients in three ways: (1) Embedded as part of your sales and marketing team (2) Consulting on sales and marketing efforts with you (3) Coaching you and your team in our membership community

Whether it’s consulting and masterminds, expanding sales and marketing capabilities, or connecting to our network of RIAs and family offices, clients benefit from an expert team and a time-tested framework that has raised billions for boutiques.

If I can be of assistance, please reach out at stacy@havenercapital.com

A little more about me: 

I’m obsessed with all things old school – hip-hop music, classic cars, craft cocktails and vintage furniture. My best lessons in life were learned on the soccer field where I went from picking flowers at the age of 9, to playing on all-boy teams, to becoming an Academic All-American in college. 

Most days you will find me at our office in the city-by-the sea, Newport, RI, sitting next to my reggae-loving husband (who is also my business partner), with a Dunkin Donuts coffee in my hand, and our rescue pitbull at my feet. In addition to building a business together, Erik and I are raising a daughter which is by far my favorite adventure. 

At the heart of it all, there is one thing I believe in – underdogs. Doesn’t matter who we are or what industry we are in, we all start from the bottom; we have all been underdogs. This rebel spirit fuels me every day.

If my younger self could see me now? She'd either have a panic attack or laugh in my face (younger self was darn sassy)

Did I record in Nasdaq Studios looking out at Times Square yesterday? Yes (pinch me) ✨

Did I pretend for a minute I was on MTV TRL? (iykyk) 

Yes

In fact, these 3 words changed my week

"Just say yes"

Because our best yes is probably outside of our comfort zone

not part of our normal routine
kinda scary but totally amazing

Our best yes isnt comfortable

and that's great because growth requires getting uncomfortable 

new people, new places, new things

Here is a glimpse of 24 hours of yes 

⭐ Do you want to record an episode of Billion $ Backstory at Nadaq Studios? Sebastian Stewart and Nasdaq 

Yes

⭐ Want to walk and talk with me to the train station? Joshua Brown 

Yes

⭐ Walk central park and have dinner in a small fabulous Italian restaurant? Ella Mae my amazing niece who is a jazz singer

Yes

⭐ Meet for lunch at Moynihan after Nasdaq? Joseph Greco 

Yes

⭐ Meet for a drink at Moynihan before you head back to Newport? Francesca Capotorto 

Yes

What happens next? Not sure 

And that's part of it.

We don't do things bc we have an expectation of getting something in return

We do things bc they are awesome and the people are awesome and we want to be present in the moment and fully experience the magic

Will a "next" happen? Yes, I hope so 

But right now I am just soaking it all in and feeling really grateful

Thank you to all my friends
You are my best yesses
💐
 
PS Hey younger self? 
We did good ❤️ 
I am proud of us
Hope you are too

Stacy Havener

havenercapital

billion-dollar-backstory

JSESSIONID

li_at

Talks about #founders, #storytelling, #capitalraising, #personalbranding, and #investmentmanagement

Real talk: I missed all 3 of my quarterly goals/rocks. 😫

And I realized an even bigger fail.

🔥 “Supposed To” is smothering my fire. 🔥

Lately, I’ve caught myself doing things because I’m supposed to.

-- Supposed to "get stuff done"
-- Supposed to post on LinkedIn
-- Supposed to set bigger goals, hire faster, scale harder

And it’s killing my founder fire

Because the “supposed to’s” start as structure, guardrails that help us grow,
but over time, they turn into shackles.

The founder fire, that spark that built everything, doesn’t thrive on completing tasks.

It thrives on curiosity, courage, and creation.

So this quarter, I’m trying something different.

I’m working to get my fire back.

Here’s how 👇

1️⃣ Don't take goals / rocks inside the business.

As founders, we built the vision. We don’t have to sit inside it every quarter. Sometimes the best thing we can do is step above the business, not deeper into it.

💡Pro-tip: EOS suggests that founders should not take rocks. In 3 years I have never done that. This quarter I have zero rocks. (Feeling a certain way about it but trusting the process.)

2️⃣ Schedule more clarity breaks.

Think days. Walks. Time away from screens and scorecards. This is where our best ideas, and our calmest confidence, come from. I love to solve problems. Give me a challenge, and permission to solve, and I am happy. But I need space to think. I took that away from myself.

3️⃣ Follow my gut instinct again.

That instinct built my business. Scaling can drown it out with data, dashboards, and “best practices.” We need people who like those things and execute by them. (I need lots of those people to be honest.)  But my intuition is still our edge. And I silenced that voice. It's hurting my soul tbh.

These aren’t anti-structure.
They’re pro-vision.

Because founder fire doesn’t come from doing what we’re supposed to.
It comes from remembering why we started.

So, this is me trying. 🎶

And admitting not only my struggles from the quarter, but what still hurts. 

👉 If this feeling of supposed to has you down, you aren't alone. 

Which of those 3 tips is your fave (or hit me with a new one bc I am on the high achiever struggle bus r n)

---
🔔 Follow me Stacy Havener if you believe authentic leadership  means we share the sunshine and the storms.

Panel moderator:
“Please introduce yourself.”

Us: (slight panic because wtfdowesay)

It’s either:

Too short. We get all robotic and state our name and job title. Period. The end.

OR

Too long. We nervous laugh and list every job we’ve ever had leading up to today.

It’s awkward for many reasons.

But mostly because it’s about us.

And anything we say feels "braggy."

So we say nothing...
even if we use a lot of words to do it.

Let's fix this (with story, ofc):

At one of our events, a founder absolutely nailed her intro.

She didn’t start with her title or her track record.

She started with her story.

She shared that she was the only child of an immigrant family. When she discovered macroeconomics and political studies at her liberal arts college, it helped her make sense of her own story and her family’s journey.

That curiosity led her to work for a legend in the hedge fund space, also an immigrant from the same region, and eventually to launch her own award-winning hedge fund.

In under two minutes, the room was hooked.

They didn’t just know what she did.

They knew her.

3 simple fixes to use story in intros:

👉 1. Start with who you are, not just what you do, and *why* you do what you do.

👉 2. Add a human hook - one shared experience with some emotion that makes people feel something.

👉 3. Take up space. Use a full 90 seconds or 2 mins to tell a story that makes people care about everything you say after.

Because when your story leads,
your intro does it's job. 

It resonates.

📌 What's 1 thing that hits for you in a podcast or a panel intro?

PS high five to my friends at Alphacore for one of my fave panel experiences with some abs inspiring women!

---

If you like this kind of story-driven insight,
✨ subscribe to my newsletter it’s where we go deeper on how to turn stories into capital.

I am not going to let a little rain (okay a lot of rain) today spoil what's going down this week.

Check it 

Today: 

-- Our entire team arrives in Newport. First time all together in 2 years!! 
-- We prep, we chill, we celebrate each other, our mission, our why.

Tomorrow: 

-- Add in a new Havener teammate whose first day is today! 
-- Plus 10 boutique managers. 
-- Plus 6 top-notch allocators. 
-- Plus our friends from Dakota.
-- Put us at Castle Hill Inn. 
-- Let the sun shine and the cocktails flow. Let the pitch practice begin and the fire for S'mores glow.

(is it pretty obvious why I was an award-winning poet or what 🤣🤣)

Wed:

-- Brave ones start the day with a run
-- Pitches and headshots and videos (oh my!)
-- LinekdIn Lab for digital glow-up
-- Allocator panel 
-- Podcast recordings with Rob Morier
-- Pitch Awards ceremony
-- Dinner at 22 Bowens (my fave)

Thurs:

-- Brave ones HIIT workout in am
-- Breakfast (bc do you even Newport if you don't have the Lobster Hash w Poached Eggs??)
-- Chill time with friends 

Friday:

-- Relive all the special moments
-- Recover with a team day off

The hard work clients, allocators, and our team have put in to this event...

the way firms like Dakota and BlankRome have rallied around us and boutiques...

It makes me believe ❤️🙌

Even though the odds are stacked against us

When we stand together, I think they tip a bit more in our favor 🏹

👉 Any advice for the boutiques "pitching"?? 

(Format: 5 - 7 minutes is the max there before the judges ask Qs. Then 2 minutes for their video.)

Next year might be my "yes" year.
(Today I am trying it on.)

Sometimes our limiting beliefs put us in a cycle of saying *no*

- to new challenges

- to next chapters

- to our future self

I am guilty of this.

I tell myself a good story:
too busy, too tired, just can’t.

But we can always find room for our "best yesses".

Here’s what I mean:

Hot off one of our most amazing Havener events yet, your gal has a v low social battery (and a v low battery in general).

Plus, it’s Monday, and that’s Mom Monday for me.

But this Monday is for a different side of this Mom.

I’m leaving the comfort zone of my seaside office...
for the bright lights of the big city.

Heading to New York to collab with one of my fave London friends in a fancy studio.

Recording an episode of my podcast with amazing partners.
(pinch me)

Am I tired? Yes.
Am I nervous? Yes.
Am I still doing it? HellyesIam.

Because at some point we have to embrace the next scary parts of our story.

Not the Halloween kind of scary.
The “building a life and business we want” kind of scary.

If I learned anything last week at our Havener event, it was how exceptional our team really is.

And that knowledge inspired me to step out - and away - to do something different.

A best yes
that would have been a heck no in a past season.

Because saying yes isn’t about having more energy, time, or bandwidth.
It’s about having more belief.

Belief in what we’re building.
Belief in the people beside us.
Belief that our next chapter deserves a chance to start.

Belief in us.

So this week, I’m trying it on

The “yes” year.

✨ Here’s to the best kind of scary.
The kind that reminds us we’re alive.
The kind that builds the future we’ve been dreaming of.

👉 Anyone else embracing a scary but amazing "best yes"?? Tell me more.

Enjoyed this post?

❤️ Like
💬 Comment
♻️ Repost
🔔 Subscribe to my newsletter 

... for stories that help you build a business, and life, worth saying yes to.

PS more on the Havener event and this studio shindig here on LI this week 💐

I never thought a pitch competition would be this fun.

(there is a big takeaway here)

The last word in the first sentence is important.

Fun

I know that investing is serious biz.
We work hard at our jobs.
We are wicked smart and very professional.

Yes.

And... we are real people. 

We want to enjoy our work
and the people we work with

It's okay to have fun 
It's okay to laugh 

It's okay to turn your pitch practice with your clients into a dance circle. 😂🎶

Shake the scaries out
Shake the boring
Shake it off

I am not suggesting you go into a finals presentation and start breakdancing

But I am suggesting that you jazz it up a bit

Because your peers are probs bringing the green bean amandine 💤

And we can bring the funk

It can't be faked
But it will be remembered 

✨ Thank you to the fantastic team at Havener

✨ Our amazing clients who graduated from the Accelerator 

✨ The winners of the pitch competition 

✨ and the allocators who helped make this event the most special one yet

Flowers to every single one of you
You filled our cups 
💐❤️

How do you add some fun into your work? 

Because this industry needs more of it. 🙌

I started my business because I was good at raising money.

But I wish I’d learned this classic lesson sooner:

*What we’re good at will only get us so far*

Our craft isn’t the company.
Our skill isn’t the system.
Our results are table stakes.

And the thing that got us here won’t get us there.

---

3 Lessons I’ve Learned 
(the hard way)

1️⃣ Mastery ≠ Leadership

Being great at a craft doesn’t automatically make you great at building a business or leading a team.

Adam Grant calls this the “expert trap.”

We keep doing what we’re best at instead of creating the conditions for others to do their best work.

👉 The shift: from performer to coach.

(This hits double as we transition to more consulting and training)

---

2️⃣ Calendars are a mirror of priorities

When we grow, every yes has a cost.

It’s easy to fill our calendars with doing instead of directing, teaching, helping

Or OPP - other people's priorities that might not align with what the real priorities are

👉 The shift: protect our time for thinking, vision, and people. Those are the multipliers.

---

3️⃣ Scaling requires letting go (before it feels safe)

As founders, we often hold on “just a little longer” to that OG craft, to client relationships, to decisions.

But every stage of growth requires a new version of us.

👉 The shift: trust the process and the people we've hired - who believe.

---

These aren’t abstract ideas
they’re lived lessons.

(I am still living them tbh)

Check the walk & talk below 🌊 

I share the story of a founder who made this exact shift,

from fund manager to leader,

and in doing so, helped his 100-person team double their assets to $8B. 

👇 Watch the story

and 

(follow me if you are a founder, or in finance, or like the beach lol)

I used to think “personal brand” was a vanity thing.

Something for influencers.
Not for founders.
Not for serious business people.

I was wrong.

Personal brand ≠ vanity project.

It’s not bragging.
It’s not ego.
It’s business.

Because:

Clients do business with people

Employees join companies to work with people

Industry peers choose partners because they want to collab with people

All around shared vision, values, and why, yes.

But the *who* gets left out.

In 2020, I stopped treating my personal brand like a nice-to-have.
I started treating it like a business asset.

And guess what happened?

Our business grew.
Faster. Deeper. More connected.

Because the brand of the founder is the founding brand of the firm

And when you tell your story clearly, consistently, authentically

you make it easier for people to find you, believe in you, and buy from you.

---

If you’re just starting to embrace your personal brand, try this:

1️⃣ Sharpen your edges.

The goal isn’t to be liked by everyone, it’s to attract the right ones and repel the wrong ones. 

(This is easier than it sounds btw)

2️⃣ Show up with conviction and consistency.

On calls, on stage, on LinkedIn - be a person who stands for something and be that same person in every room.

3️⃣ Don't edit the messy bits. 

If your personal brand is all rainbows and unicorns and happy trees along a happy path, it's not real and it's not relatable. 

---

👉 Personal brand isn’t about us.

It’s about the connections we create with others

with our team 

with the people we serve 

with partners and collaborators 

Rooted in real and relatable
(again, easier than it sounds)

👉 What's one pillar of your personal brand and what does it say about you?

---

📌 If you’re a founder ready to build your personal brand as a business asset,
subscribe to my newsletter.

(It’s where I teach the story-led playbook that built mine.)

I made 2 simple changes to my intro that changed everything.
(Steal these moves)

The typical intro or pitch is a bullet point list of where we worked and what we have done.

A fire intro or pitch still has receipts, but they aren't the main main.

Emotion and story lead

Because before people do something, anything,
(invest, buy, hire, listen)
they need to feel something.

✨

1️⃣ Tell a first-person story about an experience that inspired your why.

Not your résumé.
Not your job title.
A moment that shaped what you care about.

An anecdote that is only yours

A story about an experience that makes you care about your work

💡Remember: the heart buys first, not the brain.

2️⃣ Start your intro differently.

Before you say your name and title, tease that story from above. 

Lead with a hook that is the trailer to the story

One or two sentences before "Hi My Name is..."

Here’s an example ⬇️

---

Instead of this:

> Hi, I’m Stacy Havener, Founder of Havener Capital Partners. We help boutique fund managers raise capital.

I do this:

>  I have raised billions of dollars for boutique managers, startups, new funds, against the odds, in one of the toughest boys clubs... and on paper none of that makes any sense. I'm a blue collar kid from a working class town who got the wrong degree from the wrong school and... I'm a woman. Hi, I'm Stacy Havener, Founder of Havener Capital, a consultancy that helps asset managers grow using a new playbook.

---

Small shift.
Massive difference.

♻️ Change the first few sentences
💚 Add a unique experience and emotion

Tell us why your job matters to you

Before people do something,
they need to feel something.

Start your intro or pitch with a story and add emotion. 

Watch what happens next.

👉 What's 1 other tweak that takes an intro or pitch from blah to bangin? 

❤️

Enjoyed this post?

💌 Save it and subscribe to my newsletter in my featured section 

🔥 Writing 3 more ways to make your intro unforgettable

Every London trip is special. November's trip is extra. ❤️

Everyone in my family is an entrepreneur. They make me proud. Especially this gal

My niece is 21 years old and a jazz singer. 

It's really challenging to build a successful business of any kind.

Breaking into the music industry??

(omg)

Yet Ella Mae is doing it

Critics are noticing
Fan base is building

She even got a nod to her idol

"...reminiscent of a young Barbra Streisand."

Ell Mae is brave
She is an old soul
She marches to a different beat

And she is marching that beat across the pond!

⭐In a worlds collide turn of events, Ella Mae is performing in London.⭐

Not only do I get to see my friends, clients, and colleagues November 9 - 20

I get to watch Ella Mae perform on November 11th

and explore my favorite city with my favorite people: my fam.

It's so good 
She's so good 

❤️💐

So here's the deal:

👉 if you like jazz, join us at Brasserie Zedel
(tix 🔗 below)

👉 or if you want to meet up while I am in town, DM me 

👉 and if you have inspiring words or quotes or advice for my amazing niece on her journey, please pop into comments 

(She isn't active on LinkedIn but I will share them all with her)

Flowers to Ella Mae Dixon

From a fellow entrepreneur 
Very loving auntie
and super true fan

💐❤️🇬🇧

If you don't know, now you know
If you don't follow her, you should

What questions does a 2X founder of multi-billion dollar investment firms ask me?

Here's a behind the scenes peek (and 3 tips for you to use!)

On a group coaching call last week, a v successful fund manager had a bunch of questions for me.

--Not about closing deals
-- Not about getting more meetings

Questions about showing up authentically - on camera

Personal brand type questions:

-- Zoom background / real background? 
-- Lights, sound, cameras
-- Colors, pictures, plants in the background 
-- Clothes (if you know me you know this one speaks volumes to me about a client's trust)

-- Structure of a call or webinar slides or no slides
-- Multiple speakers or one speaker 
-- Moderated Q&A or prepared remarks 

At first glance you might think that's crazy focus on the wrong things

*Nope*

It is crazy focus (in a good way)
on the exact right things

The details

Because our brand is not built by shouting loudly into a megaphone

That isn't powerful presence

Our brand is communicated quietly in the details of our interactions

Over and over again

-- Online or in person
-- On a Zoom or in a meeting
-- On a phone call or on a panel
-- In an email, text, or social post

So, take these with you this week
(online or in person)

Answer the question:
How are you moving through the world?

1. What does your nonverbal say?

⤷ Are you making eye contact
⤷ Are you smiling (subtle is fine)

2. How are you creating space?

⤷ Are you embracing curiosity and asking questions
⤷ Are you embracing confidence and taking up space yourself

3. What do people feel after interacting with you?

⤷ Are you annoyingly begging for their attention
⤷ Are you creating a little mystery that leaves them wanting more

This is the big thing:

Do people feel seen
Or
Do they feel sold

(read that a few times and let it sink in)

Because a powerful personal brand and social presence is quietly magnetic

It's built on how others vibe with  you
How they are drawn to you
How they want more time with you

Our personal brand is an experience
and
It doesn't have to be loud

👉 Which of these 3 tips hit for you?

PS this exercise is right in an introvert's wheelhouse: curiosity, questions, and quiet confidence 🙌

---
+ we are helping 10 managers own the power of personal brand and embrace the art of storytellong in our Accelerator 

+ special thanks to Gui, Rob, and the team at dakota 
and to Tom Westle of Blank Rome for their support 💐

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