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 equity, adding depth and a fresh viewpoint to Rosemont's intentionally small team. His addition was a carefully considered step to enhance Rosemont's operating capabilities and industry knowledge.
During their conversation, Brad and Chris explore many topics, including:
- The value of boutique firms and Rosemont's niche in the evolving asset and wealth management landscape.
- How Rosemont's permanent capital model and long-term philosophy create alignment with partner firms.
- The benefits of focusing on strengths over market share in investment management.
- Insights on Rosemont's positive partnership with Markel Ventures and its impact on investment strategy.
This conversation offers valuable insights into Rosemont's approach and the current state of the investment management industry. If you want to learn more or have any questions, please don't hesitate to contact us.
All episodes of the Rosemont podcast—including Rosemont Roundtable and Global Investment Leaders—are available on Apple Podcasts, Spotify and more. Subscribe today to receive new episodes as soon as they premiere.