Year-in-Review with Brad and Chas

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 activity in the industry and how the market dynamics have changed for both wealth management and asset management deal-making
• Challenges management teams of investment businesses face in today’s uncertain, rising-rate environment, including managing expenses, acquiring and retaining talent, and ensuring alignment among team members
• Their advice for those considering starting their own firms from scratch or going independent, and alternate options such as merging with a well-established firm
• How demand for ESG investments is shifting amid political and regulatory headwinds and the importance of authenticity for mission-driven investors
• A lightning round on the important issues in the industry today, including strategies for uncertain markets, the future of crypto, cybersecurity, and diversity and inclusion in the investment management industry

In addition to the year-end discussion, Burkhart and Mook also shared an exciting update for the Global Investment Leaders podcast in the year ahead: In 2023, Mook will be joining Burkhart as a podcast host, featuring a bi-monthly interview with industry leaders about how they solved common challenges faced by many of their peers. Mook’s How They Did It sub-series of the Global Investment Leaders podcast will feature industry insiders’ perspectives and is set to premiere in January.

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