At 15, Harald Berlinicke got a front-row seat to Black Monday during a bank internship outside Berlin. It was total chaos, with people yelling "SELL!" and a 20% drop in a single day.

Most people would have run away from that pressure. But Harald ran toward it. And that's the day he knew he wanted to be in finance.

Decades later, he's the guy on the other side of the table as a fund selector and family office CIO, with a surprisingly impressive LinkedIn presence for someone who will tell you straight up that he's an introvert.

In this episode, Stacy sits down with Harald to talk about the human side of selection and why "give, give, give" beats "pitch, pitch, pitch" every single time.

Listen in to hear:

Harald's Black Monday origin story and how that early chaos shaped his view of markets and decision-making
Why "people do business with people" is painfully true in fund selection
His playbook for building relationships on LinkedIn as an introvert
The provocative CFA poll he ran and what that debate says about where the industry might be headed

More about Harald Berlinicke:

Harald Berlinicke, CFA is CIO of the fifth-generation Max-Berlinicke-Erben family office in Berlin, where he oversees a multi-asset portfolio with a focus on asset allocation and manager selection. He co-founded New Bond Street Asset Management in London and served as Partner and Head of Structured Credit Investments, growing the boutique to a peak of €8B AUM. He later spent 2014–2023 at Scope Group as Director of Alternative Investments and now advises independently-owned investment boutiques. A CFA charterholder since 2003, Harald is also a long-standing CFA Institute volunteer and a widely followed voice on LinkedIn known for making complex investment topics accessible.

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