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.
Global Investment Leaders
Claim This Podcastby Rosemont Investment Group
5.0(8 reviews)
44 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
37
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality61
Social0
YouTube0
Engagement32
Podcast Overview
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.
Language
🇺🇲
Publishing Since
2/14/2022
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37
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality61
Social0
YouTube0
Engagement32
7
Excellent Areas
1
Good Performance
11
Growth Opportunities
excellent
Episode Length
26 minutes
Performing excellently!
good
iTunes Tags
7.6/10
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needs improvement
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Every 29 days
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Recent Episodes
November 6, 2025
Lessons Learned from Boutique Asset Manager Collapses
<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>
July 30, 2025
Navigating the OCIO Landscape with Nikki Kraus of Strategic Investment Group
<p>In this episode of Rosemont Roundtable, Chas sits down with Nikki Kraus, CEO of <a href="https://strategicgroup.com/">Strategic Investment Group</a>, 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>
April 15, 2025
Inside the OCIO World: Trends, Challenges, and Opportunities
<p>In this episode of Rosemont Roundtable, Brad Mook and Chas Burkhart speak with Amanda Tepper and Ravi Venkataraman, leaders of <a href="https://chestnutadvisory.com/">Chestnut Advisory Group</a> and their new market research division, <a href="https://chestnutadvisory.com/the-chestnut-solutions-institute/">The Chestnut Solutions Institute</a>.</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 investment solutions. </p>
44 total episodes available
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Frequently asked questions
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- What is Global Investment Leaders?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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