In this episode of Rosemont Roundtable, Brad Mook engages with Austin Shapard, President & CEO of Fiduciary Trust, the Boston-based wealth management firm overseeing $29 billion in client assets. Their conversation examines the evolving landscape of wealth management through both strategic and human lenses. Drawing from his experience leading finan…

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 unde…

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 po…

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 …

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 in…

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 partner…

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 …

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 as…

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 i…

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 …

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…

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 o…

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 concen…

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…

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…

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 …

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…

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 serv…

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 st…

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 comprehen…

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 ou…

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 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-…

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 Cap…

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 offi…

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, ind…

In this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Warren Stoddart, the President and Chief Executive Officer of Connor, Clark & Lunn Financial Group – one of the largest employee-owned firms in Canada. Warren has held this position for over 20 years, until 2021 as Co-Chief Executive Officer with Micha…

In this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Wendell Mackey, CFA, who is a founder, co-CEO and CIO at Channing Capital Management, a $4B* institutional asset management firm founded in 2003 and known for its flagship small-cap strategy. Having long been a capacity-constrained U.S. equities manage…

In this episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart is joined by Larry Kochard, Chief Investment Officer at Makena Capital Management, a $20 billion* OCIO serving endowments, foundations, family offices and institutions. During their conversation, Kochard discusses his professional background, including roles as CEO…

Ally McDonald, CEO of Boston Common Asset Management, joined Rosemont CEO Chas Burkhart on the latest edition of the Global Investment Leaders podcast. From her perspective leading the $5 billion* employee-owned, ESG-focused, active global equities manager, McDonald discusses how a commitment to people, purpose and the planet can benefit society an…

This episode of the Global Investment Leaders podcast features Mike Manning, CFA, CAIA, the managing partner at NEPC, a full-service global investment consulting firm. Manning shares his insights with Rosemont CEO Chas Burkhart on the firm’s evolution since its founding in 1986 and its positioning for the future. “You do right by the clients, you s…

In this special edition episode of the Global Investment Leaders podcast, Gávea Investimentos Founder Arminio Fraga brings his unique background in academia, public policy and investment management for a discussion about the global economy and the opportunities and challenges that exist for investors. During the episode, Fraga shares insights from …

Merger and acquisition activity in the investment management industry has sustained a torrid pace over the last few years. Buyers and sellers are ubiquitous, but rationale and “fit” are diverse and far ranging. Bruce Cameron, co-founder of Berkshire Global Advisors – the first independent investment bank specializing in the investment management an…

For some publicly traded investment firms, tension can exist among stakeholders given the potentially competing interests of shareholders, employees and clients. In the latest episode of the Global Investment Leaders podcast, Diamond Hill CEO Heather Brilliant, CFA, joins Rosemont CEO Chas Burkhart to discuss how her firm seeks to align these inter…

Among the large philosophical questions facing our industry, the view of investment management as a business versus the view of investment management as a profession, much like law or medicine, is paramount. This viewpoint determines how strategic decisions are made, from growth and M&A to allocation of capital. And at the core, it determines how f…

Effective leadership development has long been a key to success for wealth management firms. Today, the changing nature of how and where we work has only increased the importance – and complexity – of developing high-performing teams and future leaders. In the latest episode of the Global Investment Leaders podcast, Rosemont CEO Chas Burkhart speak…

While there are no shortage of providers seeking to sell or advise families on the management of their wealth, far fewer are fiduciaries with a business model built to align the firm’s interest with the clients. “Everyone is our competition, and no one is our competition,” WE Family Offices CEO Mel Lagomasino tells Rosemont CEO Chas Burkhart in thi…

In this episode of Rosemont’s Global Investment Leaders podcast, Rosemont CEO Chas Burkhart speaks with Okabena Investment Services Chief Investment Officer Dennis Santos about his current investment priorities, his perspective on investment cultures, and the qualitative side of analyzing investment opportunities. Is there a culture of mutual respe…

Increasingly, investors are seeking alignment between their investment portfolios and their personal values. Yet, with the flood of assets into ESG investments, it is now more challenging than ever to decipher between authentic opportunities to do well while doing good and those that are simply greenwashed. In the premiere episode of Rosemont’s Glo…

Host: Chas Burkhart For more information about Rosemont, visit https://rosemontinv.com.Af Rosemont

Time of Party Sound 3.0 ya ha llegado. Los sonidos mas candentes del panorama musical lo tienes aquí, cuidado porque podemos ser muy adictivos, el programa que tu cuerpo necesita, que no te lo cuenten, dirige y presenta AB Serrano

Time of Party Sound 3.0 ya ha llegado. Los sonidos mas candentes del panorama musical lo tienes aquí, cuidado porque podemos ser muy adictivos, el programa que tu cuerpo necesita, que no te lo cuenten, dirige y presenta AB Serrano

Time of Party Sound 3.0 ya ha llegado. Los sonidos mas candentes del panorama musical lo tienes aquí, cuidado porque podemos ser muy adictivos, el programa que tu cuerpo necesita, que no te lo cuenten, dirige y presenta AB Serrano

Time of Party Sound 3.0 ya ha llegado. Los sonidos mas candentes del panorama musical lo tienes aquí, cuidado porque podemos ser muy adictivos, el programa que tu cuerpo necesita, que no te lo cuenten, dirige y presenta AB Serrano

Time of Party Sound 3.0 ya ha llegado. Los sonidos mas candentes del panorama musical lo tienes aquí, cuidado porque podemos ser muy adictivos, el programa que tu cuerpo necesita, que no te lo cuenten, dirige y presenta AB Serrano

Time of Party Sound 3.0 ya ha llegado. Los sonidos mas candentes del panorama musical lo tienes aquí, cuidado porque podemos ser muy adictivos, el programa que tu cuerpo necesita, que no te lo cuenten, dirige y presenta AB Serrano

Time of Party Sound 3.0 ya ha llegado. Los sonidos mas candentes del panorama musical lo tienes aquí, cuidado porque podemos ser muy adictivos, el programa que tu cuerpo necesita, que no te lo cuenten, dirige y presenta AB Serrano

Time of Party Sound 3.0 ya ha llegado. Los sonidos mas candentes del panorama musical lo tienes aquí, cuidado porque podemos ser muy adictivos, el programa que tu cuerpo necesita, que no te lo cuenten, dirige y presenta AB Serrano

Time of Party Sound 3.0 ya ha llegado. Los sonidos mas candentes del panorama musical lo tienes aquí, cuidado porque podemos ser muy adictivos, el programa que tu cuerpo necesita, que no te lo cuenten, dirige y presenta AB Serrano

Time of Party Sound 3.0 ya ha llegado. Los sonidos mas candentes del panorama musical lo tienes aquí, cuidado porque podemos ser muy adictivos, el programa que tu cuerpo necesita, que no te lo cuenten, dirige y presenta AB Serrano