Dan Mikulskis helps wealth managers and pension funds make better decisions. He meets with hundreds of asset managers every year. Get perspectives from the other side of the table and the other side of the pond.
In this episode, Dan and Stacy discuss:
- His backstory: From growing up in a family of mathematicians, to investment consulting, to writing and podcasting
- The communication gap between fund managers and allocators — and his advice to bridge that gap
- How founders and fund managers can get more comfortable sharing authentically
- His shift in perspective on storytelling — and what type of stories we need more of
- How allocators influence the future for boutiques
Resources mentioned in this episode:
Book: Open: An Autobiography by Andre Agassi
- - -
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
