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20: How to Tell a Story That Sells

Billion Dollar Backstory

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Starting with Conflict and Introducing Ultimus Fund Solutions

This chapter discusses the importance of starting a story with conflict and introduces a sponsor, Ultimus Fund Solutions, providing information about their services in the wealth management industry. It also introduces Stephanie Lang, the chief investment officer from Hommrich Berg, and Nick Darsh from Ultimus, who share some backstory about Hommrich Berg's creation of a 3C1 fund to provide access to hedge funds for their investors.

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