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Billion Dollar Backstory
Stacy Havener
132 episodes
1 day ago
Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @stacyhavener // www.billiondollarbackstory.com
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All content for Billion Dollar Backstory is the property of Stacy Havener and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @stacyhavener // www.billiondollarbackstory.com
Show more...
Investing
Business,
Marketing
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125: Seb Stewart, Partner at $20B Pacific Asset Management & IMI Chair on Why Allocators Really Say Yes and How Boutiques Win
Billion Dollar Backstory
1 hour 3 minutes
1 month ago
125: Seb Stewart, Partner at $20B Pacific Asset Management & IMI Chair on Why Allocators Really Say Yes and How Boutiques Win

Most people love to talk about the “boutique advantage,” but very few can show you what it actually feels like from the allocator’s side of the table.

Seb Stewart can.

Seb is Partner and Head of US Institutional BD at Pacific Asset Management (~$20B AUM) and Chair of IMI, the global think tank for specialist firms. 

In this episode, Seb and Stacy sit down at NASDAQ Studios to discuss what allocators actually value, why boutiques win when they stop acting like large platforms, and how human behavior (not products or performance) raise real funds. 

In this episode, you’ll hear about:

  • Why fundraising is really about selling people and behavior, not products
  • The underestimated trust dynamic between PMs and fundraisers
  • The behavioral cues allocators read before they ever open your deck
  • Why boutiques win on access, alignment, independence, and specialization
  • Key insights from IMI’s landmark research on what truly sets boutiques apart
  • Why distribution and story remain the biggest choke points for boutiques

More About Seb:
Seb Stewart is Partner and Head of US Institutional Sales at Pacific Asset Management, where he leads BD across pensions, endowments, foundations, consultants, and family offices. Previously, he was a Partner at Somerset Capital Management, helping grow the firm from $1.5B to $10B AUM.

He also serves as Chairman of IMI, the global think tank representing nearly 60 specialist asset managers and over half a trillion in combined AUM.


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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

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Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap

Billion Dollar Backstory
Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @stacyhavener // www.billiondollarbackstory.com