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S1: Conversation with Stacy Havener, Founder and CEO of Havener Capital

21 Jun 2023

Description

In this episode, Bill catches up with Stacy Havener, founder and CEO of Havener Capital. They discuss the importance of storytelling in the asset management industry and how it can shift the focus from asset gathering to creating value for clients while also diving into how the biases, norms, and outdated ways of thinking  can be the antagonist in a story and how it's crucial to understand the client's hopes and dreams. Listen in!

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