Rosemont Investment Group

Permanent capital investor in asset and wealth management firms exclusively

[Rosemont Investment Group @RosemontInv]

How can firms manage internal equity transition by aligning with their strategy goals? Chas Burkhart & Brad Mook share strategies from decades of experience in the latest Rosemont Roundtable. https://t.co/aYUVb03EiN

#Leadership #EquityPlanning #WealthManagement

[Rosemont Investment Group @RosemontInv]

In our latest #podcast episode, Austin Shapard of Fiduciary Trust discusses leading a 139-year-old firm into the future. Hear insights on balancing tradition with innovation, building lasting client relationships & navigating industry challenges.
https://t.co/WD6eZYWc1m

[Rosemont Investment Group @RosemontInv]

Tune in to the latest Rosemont Roundtable episode as Carl Tippit and Wayne Wilbanks of Clearstead break down the elements of a successful merger.

https://t.co/1TXG9ericP

#Leadership #BusinessStrategy #Mergers

[Rosemont Investment Group @RosemontInv]

In our latest #podcast episode, we’re revisiting our interview with Chris Mackay of 1607 Capital Partners, a firm specializing in closed-end fund portfolios. With CEF discounts widening to historic levels, this conversation is more timely than ever. https://t.co/EsPjUhxUCn

[Rosemont Investment Group @RosemontInv]

Announcing our latest minority investment in Northside Capital Management, LLC. Thrilled to collaborate with the Northside team as they provide top-tier service to high-net-worth clients.

https://t.co/2lsy2SivyH

#Investment #Finance #WealthManagement

[Rosemont Investment Group @RosemontInv]

In an exclusive interview with CityWire, Brad Mook discussed Rosemont's role in the recent transaction between Clearstead and WST, and how this slow and strategic deal with no auction and no investment bankers may be a sign of a new era in dealmaking.

https://t.co/9IctfGYLLd

[Rosemont Investment Group @RosemontInv]

We were pleased to welcome Barclay Douglas to the Rosemont Roundtable podcast. During the conversation, they explore the complexities of the OCIO industry, the importance of client relationships, investment integrity and sustainable business practices.
https://t.co/rxdRQ0hHGh

[Rosemont Investment Group @RosemontInv]

In the latest episode of the Rosemont Roundtable, Chas Burkhart sat down with Barclay Douglas of Criterium Advisors, a firm offering traditional consulting services .

Tune in for a conversation that covers the complexities of the OCIO industry.

https://t.co/rxdRQ0hHGh

[Rosemont Investment Group @RosemontInv]

Explore the intersection of innovation & client service in our podcast episode with Wes Gallup of Cary Street Partners. Listen as he and Brad share valuable insights on industry trends, growth strategies & the importance of technology in wealth management. https://t.co/s1qPzDZhpe

[Rosemont Investment Group @RosemontInv]

Check out our newest podcast episode of Rosemont Roundtable (formerly known as Global Investment Leaders)! Brad Mook sat down with Wes Gallup of Cary Street Partners to talk innovation, growth and staying competitive in wealth management.

https://t.co/NE00OZJXyH

[Rosemont Investment Group @RosemontInv]

In our latest episode, Jan van Eck, CEO of VanEck, shares some wisdom he's acquired from running a second-generation, multi-asset firm. Tune in to hear his thoughts on intentional growth, firm culture, market trends, strategic risks and more!
https://t.co/U5uWL8jyb6

[Rosemont Investment Group @RosemontInv]

In the latest podcast episode, we sit down with Jan van Eck, CEO of VanEck, a roughly $90 billion multi-asset firm with a 70-year history. Tune in for a discussion on Jan's approach to leadership, identifying industry disruptors and the power of pivoting.
https://t.co/U5uWL8jyb6

[Rosemont Investment Group @RosemontInv]

Tune in to our latest #podcast episode with Todd Briddell, CEO and CIO of CenterSquare Investment Management. Briddell shares his thoughts on a client-centric mindset and the dangers of a "build it and they will come" approach to growth and scaling.

[Rosemont Investment Group @RosemontInv]

In our latest podcast episode, Todd Briddell, CEO & CIO of CenterSquare Investment Management, gives listeners an inside look at the real estate investment firm's evolution and how it has achieved success through thoughtful planning and strong leadership. https://t.co/qaHDLlVSv6

[Rosemont Investment Group @RosemontInv]

Tune in to our latest #podcast episode as Rosemont's Chas Burkhart and Brad Mook reflect on their five-year relationship with Markel, provide insights into the ever-changing industry conditions, share their thoughts on industry karma and more. https://t.co/mC2urJh7To

[Rosemont Investment Group @RosemontInv]

In our latest podcast episode, Kane Brenan, CEO of TIFF, and Chas Burkhart discuss the competition in the outsourced CIO landscape and one of TIFF's top differentiators – their advisory board.

https://t.co/940SsR0xOt

#AssetManagement #StrategicLeadership #Podcast

[Rosemont Investment Group @RosemontInv]

Tune in for a new installment of the Global Investment Leaders #podcast! In this episode, Chas Burkhart sits down with Kane Brenan, CEO of TIFF, to discuss various aspects of the asset management firm, from ownership to #investmentphilosophy and more.

https://t.co/940SsQZZYV

[Rosemont Investment Group @RosemontInv]

There's no denying the importance of building authentic relationships with management teams and clients, but what does it mean to be truly authentic? Rosemont's Brad Mook and SouthernSun's Phillip Cook explore this idea in our latest #podcast episode. https://t.co/rabbH6a6Hy

[Rosemont Investment Group @RosemontInv]

In our latest #podcast episode, Phillip Cook, managing partner and CIO of SouthernSun Asset Management, shares his approach to navigating the complex landscape of ownership, leadership and decision making. https://t.co/IOD4yUzsUV

[Rosemont Investment Group @RosemontInv]

Don't miss this episode of the Global Investment Leaders #podcast, featuring Trip Samson, co-managing partner of Landmark Management, LLC. https://t.co/PtKEXrHgOS