In this episode of Rosemont Roundtable , Chas Burkhart sits down with Tiburon Strategic Advisors founder Chip Roame to discuss the surge in RIA M&A activity, private equity’s growing influence, AI and technology disruption, alternatives investing, organic growth challenges, and the evolving ownership models defining the industry’s future.
In this episode of Rosemont Roundtable , Chris Banholzer joins colleagues Chas Burkhart and Brad Mook to examine the fragile state of long-only, active boutique managers. They explore causes behind widespread AUM declines and firm closures, discuss leadership and ownership challenges, and share insights on building more resilient, sustainable boutiques.
In this episode of Rosemont Roundtable , Chas sits down with Nikki Kraus, CEO of Strategic Investment Group , a leading $31B pure-play OCIO for endowments, foundations, and other institutions. With over three decades of experience advising investment committees, Nikki shares her perspective on the evolution of the OCIO model, the sustaining principles that drive Strategic’s success, the company’s client centricity, its culture and organizational approach, and its ownership architecture....
In this episode of Rosemont Roundtable , Brad Mook and Chas Burkhart speak with Amanda Tepper and Ravi Venkataraman, leaders of Chestnut Advisory Group and their new market research division, The Chestnut Solutions Institute . The discussion lifts the hood on the OCIO/investment solutions industry, exploring how the space is defined, competitive challenges and growth opportunities, firm approaches, keys to sustainability, M&A trends, the wealth management segment's growing popularity, and mo...
In this year-end episode of the Rosemont Roundtable podcast, Rosemont leaders Chas Burkhart and Brad Mook tackle a topic essential to the success of all firms in the investment industry ecosystem. With decades of experience, Chas and Brad offer broad-based thinking and practical approaches to managing internal ownership changes while safeguarding a firm's long-term health. Key points in their discussion: Why building adaptable equity programs is essential for preparing future leaders and maintai...
In the latest episode of the Rosemont Roundtable podcast, we sit down with two special guests for a conversation about a transaction between two Rosemont Investments – Wilbanks Smith and Thomas (WST) and Clearstead – in which WST was acquired by Clearstead and rebranded as Clearstead Advisory Solutions. Today, Clearstead has $44 billion assets under advisement*, including a significant chunk of assets under management. Co-Chairman of Clearstead, Carl Tippit, CFA, and Executive Managing Director ...
This month on the Rosemont Roundtable podcast (formerly Global Investment Leaders), we are re-releasing an interview with Rosemont CEO Chas Burkhart and Chris Mackay, Managing Director, Client Service & Marketing at 1607 Capital Partners, a $4 billion* Richmond-based boutique asset management firm offering equity and fixed income closed-end fund portfolios. In October 2022, Chris Mackay joined the podcast to share insights into 1607's investment strategy, the evolution of its process and its...
In our newest installment of Rosemont Roundtable , Brad Mook sits down with Chris Banholzer, who joined Rosemont six months ago as our director of investments, to discuss his experience and perspectives on the investment and wealth management industries. Chris comes from a diverse background of work in family offices, investment banking and private equity, adding depth and a fresh viewpoint to Rosemont's intentionally small team. His addition was a carefully considered step to enhance Rosemont's...
In the latest episode of Rosemont Roundtable , Chas Burkhart sat down with Andrew Crowley, president of Markel Ventures at Markel Group, to discuss both firms' unique commitment to making permanent capital investments in the investment and wealth management industries. Although it started as an insurance company in 1930, Markel Group has grown to include a broader array of business interests, transforming it into a Fortune 500 company. This growth is anchored in shared values and long-term inves...
In the latest episode of Rosemont Roundtable: Exploring the Business of Investment Management, Brad Mook sat down with Jim DeWolfe, managing member and president of Northside Capital Management, for a compelling conversation on Northside’s unique investment philosophy, its approach to ultra-high-net-worth client management and the strategic partnership with Rosemont. With Northside's expertise in managing over $5 billion in assets and its commitment to maintaining long-term independence and stab...
In the latest episode of the Rosemont Roundtable: Exploring the Business of Investment Management (formerly known as Global Investment Leaders), Chas Burkhart sat down with Barclay Douglas, an investment industry veteran with over 15 years at the helm of Criterium Advisors, a firm offering traditional consulting services, but focused on Outsourced Chief Investment Officer (OCIO) search. During their conversation, Barclay shares his wisdom into various aspects of the investment management industr...
In the latest episode of the Rosemont Roundtable: Exploring the Business of Investment Management (formerly known as Global Investment Leaders ), Brad Mook sat down with Wes Gallup , managing director and chief operating officer of Cary Street Partners, an independent wealth management firm based in Richmond, Virginia, with more than $8 billion in assets under management.* Their conversation centers around the evolution of Cary Street and offers insights into industry trends, growth strategy and...
In this episode of the Global Investment Leaders podcast, Chas Burkhart , CEO of Rosemont, sat down for a conversation with Jan van Eck, CEO of VanEck, a roughly $90 billion* multi-asset firm headquartered in New York. Founded in 1955 by Jan's father, John van Eck, VanEck has gradually diversified, with the ETF business becoming dominant since its inception in 2006. Their conversation covers Jan's leadership evolution, the importance of culture and building strong teams, the strategic focus on t...
In this episode of the Global Investment Leaders podcast, Rosemont ’s Brad Mook sits down with Todd Briddell, chief executive officer and chief investment officer of CenterSquare Investment Management . CenterSquare is an employee-owned global real estate investment firm founded in 1987, managing over $14 billion in equity capital. The firm operates domestically and globally and offers a range of solutions for institutional investors. During the conversation, Briddell sheds light on CenterSquare...
In this special year-end episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart and Rosemont Managing Director Brad Mook sit down to reflect on the industry trends and developments they observed this year. 2023 marks five years with Markel as the firm's permanent capital provider, and Rosemont has evolved from a legacy PE fund structure to a permanent capital approach. Brad and Chas discuss the benefits of long-term sustainability in contrast to the traditional exit-focused...
In the latest episode of the Global Investment Leaders podcast, Chas Burkhart , CEO of Rosemont, sits down for a conversation with Kane Brenan , CEO of TIFF Investment Management . TIFF offers outsourced CIO (OCIO) and private equity investment solutions primarily to endowments, foundations, and other charitable organizations, and manages or advises on $8 billion in assets*. The conversation between Chas and Kane revolves around TIFF's structure, investment philosophy and the challenges and oppo...
In the latest episode of the Global Investment Leaders podcast, Brad Mook , managing director of investments at Rosemont , sits down with Phillip Cook, managing partner and chief investment officer of SouthernSun Asset Management . SouthernSun is an employee-owned boutique equity manager based in Memphis, Tennessee, with just over $1 billion in concentrated U.S. small and mid-cap strategies. The firm was founded in 1989 by Phillip's father, Michael Cook, and has maintained the same philosophy an...
In the latest episode of the Global Investment Leaders podcast, Chas Burkhart , CEO of Rosemont, engages in a thought-provoking conversation with Earl “Trip” Samson III , co-managing partner of Landmark Management , LLC, a NYC-based, multi-family office with approximately $5 billion in assets under management. The conversation revolves around Landmark's transition to next-generation leadership and the strategic partnership between Landmark and Rosemont, which was announced in June 2023. Througho...
In a recent podcast by Rosemont Investment Group, the hosts discussed two key topics: succession planning and business sustainability in the investment industry. The podcast began with the observation that it has been a busy half-year for Rosemont, particularly with the closing of its recent investment in Landmark. As a result, Chas and Brad took a moment to reflect on their progress midway through the year. One of the prominent themes discussed in the podcast was the growing attention being pai...
In this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Barbara McKenna , president of Longfellow Investment Management in Boston, MA. Longfellow is a $17+ billion firm* primarily focused on short-term and fixed-income strategies, with an equity-oriented approach. McKenna's leadership over the past 18 years has brought significant growth to the firm, expanded its core competencies and offerings, broadened employee ownership - all while maintaining an exc...
In this episode of How They Did It , a sub series of Rosemont’s Global Investment Leaders podcast, host Brad Mook is joined by Lindsay Chamberlain, Managing Director at Axiom Investors . During their conversation, Chamberlain, who has been a part of Axiom for 10 out of the firm’s 25 years, discusses Axiom's business and investment philosophies, which have enabled the firm to expand its client partnerships and thoughtfully scale its business. Chamberlain and Mook discuss: How the firm's culture h...
On the latest episode of the Global Investment Leaders podcast, Chas Burkhart , Rosemont’s CEO, hosts Stefan Strein , Cleveland Clinic’s first chief investment officer, for a conversation about Cleveland Clinic's investment strategy and how it supports the organization's mission of “caring for life, researching for health and educating those who serve.” In his role as chief investment officer, Strein is responsible for the strategic direction and investment management of Cleveland Clinic’s $15 b...
In this episode of How They Did It, a subseries of Rosemont’s Global Investment Leaders podcast, host Brad Mook is joined by Scott Priebe, Managing Principal and Portfolio Manager at Geneva Capital Management . Based in Milwaukee, Wisconsin, Geneva is a majority employee-owned investment boutique managing roughly $5 billion in long-only US equity strategies and specializing in small- and mid-cap quality growth. During their conversation, Priebe shared his unique perspective on investment firm ow...
In this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Maribeth Rahe, president and chief executive officer of Fort Washington Investment Advisors, Inc. As one of the largest investment advisors in Ohio with approximately $72 billion* in assets under management, the firm provides professional and comprehensive asset management services for institutions, corporations, insurance companies, mutual fund providers, foundations, endowments and high-net-worth ...
As we shared at the end of the year, the Global Investment Leaders podcast is expanding to include a new sub-series called How They Did It, hosted by Rosemont Managing Director Brad Mook . How They Did It will feature bi-monthly interviews with industry leaders about how they solved certain strategic challenges. Our goal is to tap the insights of our network of industry insiders to help others that may be facing similar challenges. The first episode of the How They Did It sub-series discusses ma...
In this special year-end episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Rosemont Managing Director Brad Mook for a conversation about the challenges and opportunities investment management firms are facing in today’s environment. From their unique vantage point of partnering with many firms over multiple market cycles, Burkhart and Mook discuss: Deal activity in the industry and how the market dynamics have changed for both wealth management and asset m...
On this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Dave Fulton, Chairman and CEO of Clearstead, a Cleveland-based institutional and private client advisory firm that has been constructing globally diversified portfolios for individuals, families, foundations and endowments since 1987. Known for its in-depth investment research and personalized wealth management, the firm advises on approximately $32 billion in assets.* Throughout their conversation,...
On this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart was joined by Chris Mackay, Director of Client Service & Marketing at 1607 Capital Partners, a $4 billion* Richmond-based boutique asset management firm offering equity and fixed income closed-end fund portfolios. With a bottom-up, value-oriented approach, 1607 Capital Partners trades closed-end funds and other discounted assets based on a proprietary system developed and refined over 25+ years. Throughout t...
In this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Rick Hough, CEO of Silvercrest Asset Management Group, a leading US wealth management firm with approximately $29 billion in assets under management.* Founded in 2002, Silvercrest provides traditional and alternative investment advisory and family office services to wealthy families, institutional investors and endowments. Prior to becoming CEO, Hough worked closely with Silvercrest Founder Moffett ...
In this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Kristen Bauer, CEO of Laird Norton Wealth Management, an independent Seattle-based wealth management firm. Founded in 1967 as a single-family office, Laird Norton now manages approximately $15 billion in assets* for nearly 1,500 prominent families, individuals, foundations and endowments. A CPA with more than 20 years of experience in holistic wealth management, Kristen originally started her career...
