Rosemont Roundtable: Exploring the Business of Investment Management

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 acti...

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...

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 othe...

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 inv...

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...

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 Michael Freund, with whom he shared overall respons...

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 manager, Channing Capital launched Channing Global in...

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 and CIO of University of Virginia Investment Mana...

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 and shareholders alike.   With extensive experience...

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 set up the company in a way that you can be as in...

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 his extensive background before founding Gávea, wh...

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 and securities industries – joined Rosemont CEO Chas...

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 interests. According to Brilliant, putting clients’ int...

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 firms act as stewards of the capital they manag...

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 speaks with Jim Ware, the founder of Focus Consulting G...

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 this episode of Rosemont’s Global Investment Leaders...

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 respect? Do the portfolio managers listen to input from...

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 Global Investment Leaders podcast, Rosemont CEO Chas...

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