Connect With Your Clients Through Storytelling with Stacy Havener

Recorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Stacy Havener, Founder & CEO of Havener Capital Partners, discussing the current environment and how, despite having the odds stacked against them on an uneven playing field, smaller asset managers can set themselves apart by telling their story.

In this episode, you will learn:

  • Why Havener Capital chooses to work with underdogs
  • Why active management tends to be underappreciated until there’s volatility
  • How smaller, active asset managers can compete and win against the behemoths 
  • How soccer led to Stacy’s career in the financial services industry, and the advice she has for others who might be interested in it.

IRIS Media Works recorded 16 Permission to Succeed podcasts from our pop-up podcast “studio” in the Discovery Data booth at IMPACT 2019. Fueled by coffee and the conference energy swirling around us, we had a great time talking to leaders from across the financial services industry. Thank you to Discovery Data and to our guests for participating in this grand experiment. We hope you enjoy and learn from these conversations as much as we did.

RESOURCES: Havener Capital Partners | Havener Capital Partners LinkedIn | Discovery Data