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business
Hosted by Unknown Host · business · EN · 44 episodes
Rosemont Roundtable: Exploring the Business of Investment Management features interesting conversations with thought leaders in the investment industry covering topics such as business strategy, M&A, succession planning, asset allocation and more.
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Contact path
Public web form
Booking probability
30%
Guest openness
Selective
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Signup to Generate a PitchRosemont Roundtable: Exploring the Business of Investment Management is a business podcast hosted by Unknown Host, with 44 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Unknown Host hosts Rosemont Roundtable: Exploring the Business of Investment Management, a business show with 44 episodes published.
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Episode #44
<p>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.</p>
Episode #43
<p>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.</p>
Episode #42
<p>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. </p>
Episode #41
<p>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.</p><p>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 more. All four participants bring long investment experience and varied backgrounds to this insightful conversation, offering valuable perspectives for anyone involved in or following the evolution of...
Episode #40
<p>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.</p><p> </p><p>Key points in their discussion:</p>Why building adaptable equity programs is essential for preparing future leaders and maintaining organizational stability.How firms have adjusted their approaches to ownership over time, balancing employee ownership with external capital opportunities.Specific metrics a...
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